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STOCK TICKER:
VANGRD EMRG MKT ETF   (ticker: VWO)
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
Diversified Trust Co 1,216,686 1,390,972 13% 2020-06-30
Ellevest, Inc. 137,998 130,147 6% 2020-06-30
Chandler Asset Management, Inc. 415,383 96,917 329% 2020-06-30
HM PAYSON & CO 274,375 0 New Buy 2020-06-30
COURIER CAPITAL CORP 177,053 175,840 1% 2020-06-30
LBJ Family Wealth Advisors, Ltd. 129,237 128,219 1% 2020-06-30
M&R CAPITAL MANAGEMENT INC 119,925 121,033 1% 2020-06-30
SUMMIT FINANCIAL GROUP INC 80,015 83,325 4% 2020-06-30
Pinnacle Bank 73,774 76,341 3% 2020-06-30
WOODSTOCK CORP 73,227 73,277 0% 2020-06-30
Norway Savings Bank 71,867 71,963 0% 2020-06-30
E&G Advisors, LP 69,166 70,010 1% 2020-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 65,112 52,457 24% 2020-06-30
Boston Standard Wealth Management, LLC 41,050 37,708 9% 2020-06-30
PACIFIC FINANCIAL GROUP INC 40,701 41,825 3% 2020-06-30
Ellenbecker Investment Group 40,554 21,060 93% 2020-06-30
First PREMIER Bank 38,064 35,971 6% 2020-06-30
Modus Advisors, LLC 25,193 40,747 38% 2020-06-30
PRIVATE ASSET MANAGEMENT INC 24,164 16,019 51% 2020-06-30
Windsor Group LTD 23,816 25,109 5% 2020-06-30
Red Door Wealth Management, LLC 16,439 16,460 0% 2020-06-30
First Financial Bank, N.A. - Trust Division 10,120 6,469 56% 2020-06-30
Ayalon Holdings Ltd. 9,804 10,319 5% 2020-06-30
FULTON BANK, N.A. 9,780 9,216 6% 2020-06-30
TSFG, LLC 1,167 1,167 No Change 2020-06-30
TRUE Private Wealth Advisors 1,086 1,398 22% 2020-06-30
John W. Brooker & Co., CPAs 170 435 61% 2020-06-30
WELLS FARGO & CO/MN 68,543,238 80,052,695 14% 2020-03-31
Betterment LLC 45,595,633 45,491,947 0% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,799,412 36,630,954 0% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 25,868,477 24,835,291 4% 2020-03-31
Wealthfront Advisers LLC 22,459,490 30,426,890 26% 2020-03-31
Amerivest Investment Management LLC 15,956,290 16,291,885 2% 2020-03-31
South Dakota Investment Council 15,862,650 15,877,960 0% 2020-03-31
Personal Capital Advisors Corp 14,948,717 14,358,293 4% 2020-03-31
UBS Group AG 591,806 16,978,422 97% 2020-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 13,875,259 24,757,646 44% 2020-03-31
Creative Planning 0 18,701,098 Sold Out 2020-03-31
J P MORGAN CHASE & CO 11,505,775 7,853,653 47% 2020-03-31
Bank of New York Mellon CORP 10,826,761 10,074,460 7% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 1,703,161 1,777,097 4% 2020-03-31
SEI INVESTMENTS CO 7,641,897 7,204,937 6% 2020-03-31
TIAA, FSB 7,746 7,970 3% 2020-03-31
Valmark Advisers, Inc. 7,272,748 6,856,603 6% 2020-03-31
Alaska Permanent Fund Corp 6,859,367 0 New Buy 2020-03-31
CITIGROUP INC 6,443,093 6,184,059 4% 2020-03-31
JANE STREET GROUP, LLC 6,037,544 0 New Buy 2020-03-31
LPL Financial CORP 5,857,270 5,828,122 1% 2020-03-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4,075,437 3,894,041 5% 2020-03-31
WealthNavi Inc. 5,579,968 4,297,211 30% 2020-03-31
Jordan Park Group LLC 5,323,484 4,115,565 29% 2020-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,159,268 10,375 49,628% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 4,944,898 4,429,986 12% 2020-03-31
Oak Hill Investment Management, L.P. 4,620,754 4,800,097 4% 2020-03-31
OLD MISSION CAPITAL LLC 4,478,137 510,287 778% 2020-03-31
Ensign Peak Advisors, Inc 3,935,694 3,935,694 No Change 2020-03-31
Milliman Financial Risk Management LLC 3,709,383 6,992,135 47% 2020-03-31
M&T BANK CORP 3,488,840 0 New Buy 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3,238,478 3,104,818 4% 2020-03-31
Baird Financial Group, Inc. 503,610 0 New Buy 2020-03-31
Susquehanna International Group, LLP 3,137,310 3,309,208 5% 2020-03-31
Korea Investment CORP 3,013,146 1,470,000 105% 2020-03-31
ETRADE Capital Management LLC 2,812,248 2,704,178 4% 2020-03-31
Acorns Advisers, LLC 2,800,152 0 New Buy 2020-03-31
US BANCORP DE 2,780,868 0 New Buy 2020-03-31
FIFTH THIRD BANCORP 2,535,092 2,656,250 5% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 2,497,987 2,451,127 2% 2020-03-31
REGIONS FINANCIAL CORP 2,490,867 2,472,336 1% 2020-03-31
KEYBANK NATIONAL ASSOCIATION/OH 2,489,118 2,440,582 2% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 2,457,231 3,864,957 36% 2020-03-31
Morningstar Investment Services, Inc. 2,389,310 2,171,230 10% 2020-03-31
TD ASSET MANAGEMENT INC 0 1,258,636 Sold Out 2020-03-31
AdvicePeriod, LLC 2,324,921 2,038,640 14% 2020-03-31
HighTower Advisors, LLC 2,230,699 1,419,817 57% 2020-03-31
SAND HILL ADVISORS INC/CA 2,170,156 1,947,260 11% 2020-03-31
GenTrust, LLC 1,950,491 1,459,615 34% 2020-03-31
BESSEMER GROUP INC 1,906,722 1,727,762 10% 2020-03-31
RAYMOND JAMES & ASSOCIATES 1,841,922 1,982,913 7% 2020-03-31
Karpus Management, Inc. 1,790,863 0 New Buy 2020-03-31
Raymond James Financial Services Advisors, Inc. 1,756,753 1,883,210 7% 2020-03-31
Litman Gregory Asset Management LLC 1,707,270 1,585,931 8% 2020-03-31
Millburn Ridgefield Corp 1,662,092 1,792,593 7% 2020-03-31
Catalyst Capital Advisors LLC 1,661,685 1,789,862 7% 2020-03-31
CREDIT SUISSE/ 1,648,643 1,130,618 46% 2020-03-31
SYNOVUS FINANCIAL CORP 1,601,993 1,215,248 32% 2020-03-31
Ballentine, Finn & Company, Inc. 1,449,260 1,036,058 40% 2020-03-31
LINCOLN NATIONAL CORP 1,447,727 1,431,830 1% 2020-03-31
Nuveen Asset Management, LLC 0 693,905 Sold Out 2020-03-31
COMMERCE BANK N A/MO 1,408,598 1,396,570 1% 2020-03-31
VICTORY CAPITAL MANAGEMENT INC 1,368,959 1,167,346 17% 2020-03-31
Atlantic Trust Group, LLC 1,365,396 1,084,569 26% 2020-03-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 1,316,975 1,494,252 12% 2020-03-31
JMG Financial Group, Ltd. 1,262,538 1,129,519 12% 2020-03-31
Valeo Financial Advisors, LLC 1,230,955 1,177,887 5% 2020-03-31
Michael & Susan Dell Foundation 1,192,675 0 New Buy 2020-03-31
DAVIDSON D A & CO 1,168,046 1,139,083 3% 2020-03-31
ALLIANCEBERNSTEIN L.P. 1,166,616 1,738,149 33% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 1,162,183 1,176,966 1% 2020-03-31
Sontag Advisory, LLC 1,138,890 1,017,491 12% 2020-03-31
Matrix Trust Co 1,137,469 1,156,108 2% 2020-03-31
SIGNATUREFD, LLC 1,121,114 1,032,592 9% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,085,983 691,881 57% 2020-03-31
BLB&B Advisors, LLC 1,080,050 1,138,981 5% 2020-03-31
Neuberger Berman Group LLC 1,046,352 717,677 46% 2020-03-31
Regis Management CO LLC 1,005,131 1,403,690 28% 2020-03-31
TEACHER RETIREMENT SYSTEM OF TEXAS 1,000,000 1,000,000 No Change 2020-03-31
CAPTRUST FINANCIAL ADVISORS 993,662 0 New Buy 2020-03-31
Baystate Wealth Management LLC 983,712 1,038,034 5% 2020-03-31
Janney Montgomery Scott LLC 968,069 927,821 4% 2020-03-31
Focused Wealth Management, Inc 926,890 2,774 33,313% 2020-03-31
Hirtle Callaghan & Co Inc 911,953 1,217,117 25% 2020-03-31
FIDUCIARY TRUST CO 910,416 908,602 0% 2020-03-31
MML INVESTORS SERVICES, LLC 904,187 864,917 5% 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 881,973 939,765 6% 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 872,045 915,791 5% 2020-03-31
ALPS ADVISERS INC 870,997 1,120,834 22% 2020-03-31
BRIDGES INVESTMENT MANAGEMENT INC 860,389 779,595 10% 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 858,643 807,167 6% 2020-03-31
Veritable, L.P. 857,191 675,914 27% 2020-03-31
STALEY CAPITAL ADVISERS INC 851,426 828,674 3% 2020-03-31
FIRST HAWAIIAN BANK 840,155 825,275 2% 2020-03-31
Janney Capital Management LLC 824,490 910,839 9% 2020-03-31
UNIONBANCAL CORP 812,861 759,914 7% 2020-03-31
BLAIR WILLIAM & CO/IL 806,396 818,886 2% 2020-03-31
Greenline Partners, LLC 786,939 699,690 12% 2020-03-31
STATE STREET CORP 771,351 754,362 2% 2020-03-31
FIERA SCEPTRE INC. 767,120 648,661 18% 2020-03-31
ST GERMAIN D J CO INC 765,513 764,702 0% 2020-03-31
YALE UNIVERSITY (David Swensen) 763,000 0 New Buy 2020-03-31
JONES FINANCIAL COMPANIES LLLP 740,968 621,906 19% 2020-03-31
HUNTINGTON NATIONAL BANK 737,466 741,709 1% 2020-03-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 736,854 1,215,826 39% 2020-03-31
BBVA USA BANCSHARES INC 733,734 727,945 1% 2020-03-31
COUNTRY TRUST BANK 727,337 677,085 7% 2020-03-31
BADGLEY PHELPS & BELL INC 722,006 943,333 23% 2020-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 715,329 439,681 63% 2020-03-31
Parsec Financial Management, Inc. 709,108 680,515 4% 2020-03-31
DRW Securities, LLC 706,137 215,332 228% 2020-03-31
Retirement Planning Group 705,902 532,783 32% 2020-03-31
SMITHFIELD TRUST CO 704,312 601,721 17% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 615,925 Sold Out 2020-03-31
Covington Capital Management 694,530 709,653 2% 2020-03-31
Wharton Business Group, LLC 692,523 710,015 2% 2020-03-31
BANK OF HAWAII 684,265 682,715 0% 2020-03-31
Fusion Family Wealth LLC 673,690 630,412 7% 2020-03-31
CAPROCK Group, Inc. 654,068 603,868 8% 2020-03-31
WHITTIER TRUST CO 653,817 597,980 9% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 639,581 0 New Buy 2020-03-31
CornerStone Partners LLC 630,917 0 New Buy 2020-03-31
Patriot Investment Management Inc. 626,022 552,185 13% 2020-03-31
Acropolis Investment Management, LLC 624,873 624,156 0% 2020-03-31
DEUTSCHE BANK AG 602,492 717,965 16% 2020-03-31
DT Investment Partners, LLC 600,369 647,877 7% 2020-03-31
CANADA PENSION PLAN INVESTMENT BOARD 590,000 590,000 No Change 2020-03-31
SIGMA INVESTMENT COUNSELORS INC 580,862 561,763 3% 2020-03-31
Paracle Advisors, LLC 568,795 554,850 3% 2020-03-31
Psagot Investment House Ltd. 548,096 539,258 2% 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 544,268 364,781 49% 2020-03-31
MainStreet Investment Advisors LLC 537,159 581,235 8% 2020-03-31
AE Wealth Management LLC 536,631 529,891 1% 2020-03-31
FFT WEALTH MANAGEMENT LLC 536,116 654,104 18% 2020-03-31
BDO Wealth Advisors, LLC 535,829 339,787 58% 2020-03-31
Vision Capital Management, Inc. 532,929 389,832 37% 2020-03-31
RSM US WEALTH MANAGEMENT LLC 527,438 0 New Buy 2020-03-31
DAVIS R M INC 525,237 555,658 5% 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 519,324 308,375 68% 2020-03-31
Mariner Wealth Advisors, LLC 515,960 452,144 14% 2020-03-31
LEGAL & GENERAL GROUP PLC 515,000 800,000 36% 2020-03-31
Strid Group, LLC 509,617 486,424 5% 2020-03-31
EVOKE WEALTH, LLC 507,205 0 New Buy 2020-03-31
EP Wealth Advisors, Inc. 497,616 601,059 17% 2020-03-31
O'Dell Group, LLC 483,287 492,550 2% 2020-03-31
FIRST MERCANTILE TRUST CO 482,353 446,324 8% 2020-03-31
Arbor Investment Advisors, LLC 482,130 452,296 7% 2020-03-31
MAI Wealth Advisors 476,662 444,419 7% 2020-03-31
Garde Capital, Inc. 472,796 580,659 19% 2020-03-31
Bogart Wealth, LLC 470,638 4,116 11,334% 2020-03-31
SNS Financial Group, LLC 470,538 476,390 1% 2020-03-31
Edge Capital Group, LLC 464,810 174,654 166% 2020-03-31
Marotta Asset Management 459,152 361,334 27% 2020-03-31
COLONY GROUP LLC 455,630 357,884 27% 2020-03-31
Modera Wealth Management, LLC 448,677 419,407 7% 2020-03-31
PLANNING ALTERNATIVES LTD /ADV 439,886 405,300 9% 2020-03-31
Global Endowment Management, LP 438,600 580,110 24% 2020-03-31
Hudock Moyer Wealth Resources, LLC 435,863 398,273 9% 2020-03-31
Summit Trail Advisors, LLC 435,080 0 New Buy 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 432,891 467,096 7% 2020-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 431,150 507,076 15% 2020-03-31
Bangor Savings Bank 421,879 381,821 10% 2020-03-31
BRYN MAWR TRUST CO/PA 421,413 404,319 4% 2020-03-31
Sepio Capital, LLC 420,699 440,723 5% 2020-03-31
Parkside Investments, LLC 418,724 456,617 8% 2020-03-31
People's United Financial, Inc. 414,352 394,502 5% 2020-03-31
Altium Wealth Management LLC 411,774 191,246 115% 2020-03-31
Capital Investment Advisors, LLC 409,806 455,041 10% 2020-03-31
Pure Financial Advisors, Inc. 409,516 148,026 177% 2020-03-31
BARCLAYS PLC 220,800 14,460 1,427% 2020-03-31
Peninsula Wealth, LLC 401,065 464,586 14% 2020-03-31
PrairieView Partners, LLC 396,620 407,757 3% 2020-03-31
Freestone Capital Holdings, LLC 394,988 324,920 22% 2020-03-31
1ST SOURCE BANK 390,090 493,057 21% 2020-03-31
NISA INVESTMENT ADVISORS L L C 389,800 390,000 0% 2020-03-31
WESTWOOD HOLDINGS GROUP INC 389,731 401,469 3% 2020-03-31
Marble Harbor Investment Counsel, LLC 385,768 410,350 6% 2020-03-31
Ziegler Capital Management, LLC 384,663 0 New Buy 2020-03-31
McCutchen Group LLC 381,395 581,896 34% 2020-03-31
Tarbox Group, Inc. 380,933 3,753 10,050% 2020-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 378,430 349,685 8% 2020-03-31
WADDELL & ASSOCIATES, LLC 377,846 330,764 14% 2020-03-31
ARGI Investment Services, LLC 376,317 477,209 21% 2020-03-31
Autus Asset Management, LLC 372,265 369,271 1% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 371,749 293,930 26% 2020-03-31
Carlson Capital Management 370,272 312,385 19% 2020-03-31
Allen Investment Management LLC 370,223 353,357 5% 2020-03-31
Sailer Financial LLC 367,983 1,313 27,926% 2020-03-31
Private Advisor Group, LLC 366,192 393,396 7% 2020-03-31
Emery Howard Portfolio Management, Inc. 364,164 358,992 1% 2020-03-31
VIRIDIAN RIA, LLC 362,616 358,788 1% 2020-03-31
MATHER GROUP, INC. 362,261 193,492 87% 2020-03-31
GOFEN & GLOSSBERG LLC /IL/ 357,601 352,631 1% 2020-03-31
Banco Santander, S.A. 96,002 95,881 0% 2020-03-31
Heritage Trust Co 342,339 372,030 8% 2020-03-31
H D Vest Advisory Services 337,974 311,476 9% 2020-03-31
Magnus Financial Group LLC 334,041 324,190 3% 2020-03-31
Radnor Financial Advisors, LLC 333,943 137,432 143% 2020-03-31
PROEQUITIES, INC. 330,068 314,341 5% 2020-03-31
JNBA Financial Advisors 328,691 376,636 13% 2020-03-31
GAM Holding Ltd. 323,450 280,350 15% 2020-03-31
STARR INTERNATIONAL CO INC 322,340 322,340 No Change 2020-03-31
Ancora Advisors, LLC 313,434 0 New Buy 2020-03-31
Portland Global Advisors LLC 304,949 317,841 4% 2020-03-31
Rockefeller Capital Management L.P. 0 309,491 Sold Out 2020-03-31
ALESCO ADVISORS LLC 299,598 247,696 21% 2020-03-31
Hefren-Tillotson, Inc. 296,250 286,222 4% 2020-03-31
Migdal Insurance & Financial Holdings Ltd. 294,203 266,659 10% 2020-03-31
Kathmere Capital Management, LLC 293,459 235,027 25% 2020-03-31
BOSTON FAMILY OFFICE LLC 292,616 294,242 1% 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 290,619 253,506 15% 2020-03-31
Goldstein Munger & Associates 288,868 242,078 19% 2020-03-31
Rathbone Brothers plc 286,483 238,593 20% 2020-03-31
Callan Capital, LLC 282,071 0 New Buy 2020-03-31
Wellesley Investment Partners, LLC 281,922 275,954 2% 2020-03-31
Beacon Pointe Advisors, LLC 273,505 117,475 133% 2020-03-31
Steward Partners Investment Advisory, LLC 270,405 262,829 3% 2020-03-31
Global Strategic Investment Solutions, LLC 0 357,429 Sold Out 2020-03-31
Milestone Group, Inc. 269,343 251,229 7% 2020-03-31
Arvest Trust Co 267,745 300,801 11% 2020-03-31
Wallington Asset Management, LLC 265,716 266,656 0% 2020-03-31
STEPHENS INC /AR/ 264,804 261,789 1% 2020-03-31
Capital Asset Advisory Services LLC 264,271 228 115,808% 2020-03-31
Global Financial Private Capital, LLC 264,088 246,587 7% 2020-03-31
Stratford Consulting, LLC 264,047 342,467 23% 2020-03-31
Blankinship & Foster, LLC 261,422 301,656 13% 2020-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 259,255 267,057 3% 2020-03-31
PROFFITT & GOODSON INC 256,776 255,185 1% 2020-03-31
UMB BANK N A/MO 253,829 307,388 17% 2020-03-31
Estate Counselors, LLC 252,303 296,760 15% 2020-03-31
Financial Advisors Network, Inc. 251,770 67,158 275% 2020-03-31
Strategic Financial Planning, Inc. 250,649 16,407 1,428% 2020-03-31
Symmetry Partner, LLC 250,619 225,169 11% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 249,574 199,334 25% 2020-03-31
Highland Private Wealth Management 249,521 238,703 5% 2020-03-31
WOLVERINE TRADING, LLC 247,303 182,335 36% 2020-03-31
FIS GROUP, INC. 246,476 0 New Buy 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 244,153 172,980 41% 2020-03-31
Landmark Financial Advisors, LLC 243,912 249,043 2% 2020-03-31
Deseret Mutual Benefit Administrators 243,500 0 New Buy 2020-03-31
Northwest Quadrant Wealth Management, LLC 240,485 224,789 7% 2020-03-31
Twele Capital Management, Inc. 238,612 238,456 0% 2020-03-31
Randolph Co Inc 238,160 0 New Buy 2020-03-31
DAVENPORT & CO LLC 236,643 231,023 2% 2020-03-31
NORTH STAR ASSET MANAGEMENT INC 235,463 234,842 0% 2020-03-31
Puplava Financial Services, Inc. 234,889 234,169 0% 2020-03-31
JJJ Advisors Inc. 234,884 272,301 14% 2020-03-31
BTC Capital Management, Inc. 233,893 238,850 2% 2020-03-31
KWMG, LLC 233,805 233,667 0% 2020-03-31
MARTIN & CO INC /TN/ 233,261 228,914 2% 2020-03-31
Column Capital Advisors, LLC 232,060 116,332 99% 2020-03-31
TRUST CO OF VERMONT 232,007 221,902 5% 2020-03-31
HANCOCK HOLDING CO 231,614 245,054 5% 2020-03-31
Patton Fund Management, Inc. 229,222 213,492 7% 2020-03-31
Waldron, LP 228,867 68,614 234% 2020-03-31
Summit Investment Advisors, Inc. 227,817 220,615 3% 2020-03-31
Nelson Roberts Investment Advisors, LLC 226,477 224,557 1% 2020-03-31
Cliffwater LLC 225,213 223,151 1% 2020-03-31
LAZARD ASSET MANAGEMENT LLC 221,542 144,343 53% 2020-03-31
LS Investment Advisors, LLC 218,720 134,545 63% 2020-03-31
PDS Planning, Inc 218,687 151,157 45% 2020-03-31
Blue Creek Investment Partners, LLC 218,140 254,444 14% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 0 196,143 Sold Out 2020-03-31
CONGRESS ASSET MANAGEMENT CO /MA 216,209 233,133 7% 2020-03-31
Hanson McClain, Inc. 216,202 188,134 15% 2020-03-31
Rinet Co LLC 216,163 213,915 1% 2020-03-31
Rex Capital Advisors, LLC 214,609 180,496 19% 2020-03-31
HARBOR ADVISORY CORP /MA/ 213,565 172,615 24% 2020-03-31
Frisch Financial Group, Inc. 211,291 217,114 3% 2020-03-31
BAILARD, INC. 210,646 232,847 10% 2020-03-31
CULLEN FROST BANKERS INC 11,461 11,254 2% 2020-03-31
Roble, Belko & Company, Inc 208,024 201,910 3% 2020-03-31
Coastline Trust CO 207,967 202,057 3% 2020-03-31
Balentine LLC 206,293 0 New Buy 2020-03-31
OKABENA INVESTMENT SERVICES INC 205,660 205,895 0% 2020-03-31
METROPOLITAN LIFE INSURANCE CO/NY 204,600 197,600 4% 2020-03-31
FINANCIAL COUNSELORS INC 203,098 201,879 1% 2020-03-31
BHK Investment Advisors, LLC 202,141 210,140 4% 2020-03-31
Aurum Wealth Management Group, LLC 201,223 258,237 22% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 199,983 198,385 1% 2020-03-31
National Asset Management, Inc. 0 168,909 Sold Out 2020-03-31
OLD NATIONAL BANCORP /IN/ 198,721 204,165 3% 2020-03-31
Legacy Private Trust Co. 198,704 274,889 28% 2020-03-31
Manning & Napier Group, LLC 195,260 143,290 36% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 192,886 177,181 9% 2020-03-31
Warren Averett Asset Management, LLC 192,129 279,466 31% 2020-03-31
ROYAL BANK OF SCOTLAND GROUP PLC 26,087 0 New Buy 2020-03-31
NORTHEAST INVESTMENT MANAGEMENT 190,036 262,310 28% 2020-03-31
Nachman Norwood & Parrott, Inc 188,647 151,837 24% 2020-03-31
Buckingham Asset Management, LLC 188,134 102,925 83% 2020-03-31
Madison Asset Management, LLC 187,490 325,533 42% 2020-03-31
EATON VANCE MANAGEMENT 187,302 177,709 5% 2020-03-31
Johnson Financial Group, LLC 187,195 169,639 10% 2020-03-31
Great Point Wealth Advisors, LLC 186,558 161,011 16% 2020-03-31
Bartlett & Co. LLC 185,421 0 New Buy 2020-03-31
MA Private Wealth 184,512 178,424 3% 2020-03-31
Abbrea Capital, LLC 182,974 200,225 9% 2020-03-31
American Financial Advisors, LLC 182,929 568,261 68% 2020-03-31
HPM Partners LLC 182,683 132,418 38% 2020-03-31
CONNORS INVESTOR SERVICES INC 182,115 182,440 0% 2020-03-31
Geller Family Office Services, LLC 181,261 0 New Buy 2020-03-31
Ballast, Inc. 180,664 157,198 15% 2020-03-31
Change Path, LLC 47 47 No Change 2020-03-31
Financial Network 180,097 147,617 22% 2020-03-31
DIAM Co., Ltd. 180,029 188,544 5% 2020-03-31
VIEWPOINT INVESTMENT PARTNERS CORP 179,405 0 New Buy 2020-03-31
KANAWHA CAPITAL MANAGEMENT LLC 176,721 176,178 0% 2020-03-31
Resource Planning Group 175,413 255,411 31% 2020-03-31
JFS WEALTH ADVISORS, LLC 172,772 170,712 1% 2020-03-31
Jackson Hole Capital Partners, LLC 170,388 136,784 25% 2020-03-31
MOLLER FINANCIAL SERVICES 169,985 150,296 13% 2020-03-31
One Wealth Advisors, LLC 168,675 157,104 7% 2020-03-31
BT Wealth Management LLC 168,109 132,941 26% 2020-03-31
Money Design Co.,Ltd. 167,755 149,382 12% 2020-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 167,749 225,286 26% 2020-03-31
Tortoise Investment Management, LLC 163,371 149,563 9% 2020-03-31
Lombard Odier Asset Management (Switzerland) SA 162,494 133,678 22% 2020-03-31
First Allied Advisory Services, Inc. 162,118 155,910 4% 2020-03-31
AllSquare Wealth Management LLC 160,789 162,382 1% 2020-03-31
CHATHAM CAPITAL GROUP, INC. 160,450 162,725 1% 2020-03-31
BANK OF THE WEST 159,742 168,765 5% 2020-03-31
MARSHALL & SULLIVAN INC /WA/ 158,835 164,278 3% 2020-03-31
LPWM LLC 155,853 144,354 8% 2020-03-31
WETHERBY ASSET MANAGEMENT INC 155,330 86,106 80% 2020-03-31
ASPIRIANT, LLC 155,189 199,810 22% 2020-03-31
BANK OF MONTREAL /CAN/ 154,189 201,205 23% 2020-03-31
Stonehearth Capital Management, LLC 153,832 158,902 3% 2020-03-31
Empirical Financial Services, LLC 153,047 40,332 279% 2020-03-31
Wealthcare Advisory Partners LLC 152,877 168,661 9% 2020-03-31
TCF National Bank 151,890 152,199 0% 2020-03-31
BFSG, LLC 151,303 121,071 25% 2020-03-31
HAVERFORD TRUST CO 150,937 176,146 14% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 150,534 155,480 3% 2020-03-31
Nicholas Hoffman & Company, LLC. 147,691 149,939 1% 2020-03-31
Stokes Family Office, LLC 147,194 139,668 5% 2020-03-31
Great Diamond Partners, LLC 147,138 109,585 34% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 146,430 145,441 1% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 145,994 150,747 3% 2020-03-31
Baker Avenue Asset Management, LP 145,980 546,643 73% 2020-03-31
Cambridge Advisors Inc. 145,526 141,896 3% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 144,954 160,558 10% 2020-03-31
Price Wealth Management, Inc. 144,676 242,965 40% 2020-03-31
EVERETT HARRIS & CO /CA/ 144,590 104,739 38% 2020-03-31
Johnson Financial Group, Inc. 143,422 170,393 16% 2020-03-31
Sowell Financial Services LLC 143,128 46,069 211% 2020-03-31
Bishop & Co Investment Management, LLC 142,705 144,153 1% 2020-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 140,269 233,268 40% 2020-03-31
BKD Wealth Advisors, LLC 140,144 133,667 5% 2020-03-31
Private Wealth Advisors, LLC 139,786 75,284 86% 2020-03-31
Smith & Howard Wealth Management, LLC 139,675 212,544 34% 2020-03-31
Holistic Financial Partners 139,621 149,032 6% 2020-03-31
Goss Wealth Management LLC 139,396 137,772 1% 2020-03-31
ASSOCIATED BANC-CORP 137,933 94,846 45% 2020-03-31
Burns Wealth Management, Inc. 137,137 138,230 1% 2020-03-31
Analyst IMS Investment Management Services Ltd. 136,844 296,735 54% 2020-03-31
Brickley Wealth Management 135,636 161,183 16% 2020-03-31
Sandy Spring Bank 135,169 123,647 9% 2020-03-31
CLS INVESTMENT FIRM, LLC 134,664 168,364 20% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 134,589 0 New Buy 2020-03-31
Pennsylvania Trust Co 134,007 0 New Buy 2020-03-31
LBMC INVESTMENT ADVISORS, LLC 131,668 139,936 6% 2020-03-31
Peak Financial Management, Inc. 131,390 123,923 6% 2020-03-31
Parkside Financial Bank & Trust 130,952 164,034 20% 2020-03-31
MANAGED ACCOUNT SERVICES INC 130,847 112,546 16% 2020-03-31
Birch Hill Investment Advisors LLC 130,320 134,267 3% 2020-03-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 128,523 112,094 15% 2020-03-31
Evercore Wealth Management, LLC 127,266 141,631 10% 2020-03-31
WoodTrust Financial Corp 127,261 145,770 13% 2020-03-31
Strategic Financial Group, LLC 125,838 172,235 27% 2020-03-31
Abacus Planning Group, Inc. 125,669 19,757 536% 2020-03-31
Apella Capital, LLC 125,193 0 New Buy 2020-03-31
Independence Advisors, LLC 124,802 136,647 9% 2020-03-31
Parallel Advisors, LLC 122,990 146,530 16% 2020-03-31
BTIM Corp. 121,908 134,794 10% 2020-03-31
SAGE RHINO CAPITAL LLC 121,572 111,097 9% 2020-03-31
LGL PARTNERS, LLC 121,374 133,673 9% 2020-03-31
HERITAGE INVESTORS MANAGEMENT CORP 121,199 124,314 3% 2020-03-31
SigFig Wealth Management, LLC 120,842 130,112 7% 2020-03-31
Zhang Financial LLC 120,339 98,430 22% 2020-03-31
SAGE FINANCIAL GROUP INC 120,271 129,338 7% 2020-03-31
PITTENGER & ANDERSON INC 119,445 116,745 2% 2020-03-31
Financial Advocates Investment Management 119,274 121,935 2% 2020-03-31
NORRIS PERNE & FRENCH LLP/MI 119,128 115,737 3% 2020-03-31
Cornerstone Advisory, LLP 15,657 32,185 51% 2020-03-31
TRUST CO OF VIRGINIA /VA 118,669 117,931 1% 2020-03-31
BERRY GROUP, LLC 117,808 122,141 4% 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 117,750 125,744 6% 2020-03-31
ETF Portfolio Partners, Inc. 117,646 95,598 23% 2020-03-31
Courage Miller Partners, LLC 116,922 112,060 4% 2020-03-31
Powell Investment Advisors, LLC 115,791 114,141 1% 2020-03-31
Hardy Reed LLC 115,718 237,928 51% 2020-03-31
CONCENTRIC WEALTH MANAGEMENT, LLC 113,449 106,040 7% 2020-03-31
McNamara Financial Services, Inc. 113,061 146,712 23% 2020-03-31
PagnatoKarp Partners LLC 112,510 143,992 22% 2020-03-31
Bay Harbor Wealth Management, LLC 111,559 100,510 11% 2020-03-31
BRANDYWINE OAK PRIVATE WEALTH LLC 111,456 40,024 178% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 111,339 327,674 66% 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 110,600 58,930 88% 2020-03-31
First Citizens Financial Corp 110,505 109,240 1% 2020-03-31
Alera Investment Advisors, LLC 109,534 195,247 44% 2020-03-31
Regal Investment Advisors, LLC 108,876 126,061 14% 2020-03-31
SVB Wealth Advisory, Inc. 108,300 78,691 38% 2020-03-31
Toroso Investments, LLC 0 57,915 Sold Out 2020-03-31
UNIVERSITY OF NOTRE DAME DU LAC 106,391 106,210 0% 2020-03-31
Berman Capital Advisors, LLC 104,164 18,793 454% 2020-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 104,056 119,140 13% 2020-03-31
Bristlecone Advisors, LLC 103,740 113,792 9% 2020-03-31
Columbus Macro, LLC 103,514 98,187 5% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 103,498 0 New Buy 2020-03-31
Alexandria Capital, LLC 103,269 94,931 9% 2020-03-31
American Investment Services, Inc. 103,091 106,899 4% 2020-03-31
CENTAURUS FINANCIAL, INC. 101,889 141,358 28% 2020-03-31
Tikvah Management LLC 101,580 87,280 16% 2020-03-31
WADE G W & INC 100,908 105,520 4% 2020-03-31
BCS Wealth Management 100,661 101,003 0% 2020-03-31
Glenview Trust Co 100,602 169,285 41% 2020-03-31
Seven Post Investment Office LP 100,325 98,725 2% 2020-03-31
CHARTER TRUST CO 99,812 93,307 7% 2020-03-31
Integrated Advisors Network LLC 99,621 100,807 1% 2020-03-31
REGENTATLANTIC CAPITAL LLC 99,578 92,260 8% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 99,480 90,475 10% 2020-03-31
DOWLING & YAHNKE INC 98,695 75,698 30% 2020-03-31
OPPENHEIMER & CO INC 98,186 119,175 18% 2020-03-31
CAPE COD FIVE CENTS SAVINGS BANK 97,420 51,491 89% 2020-03-31
University of Maryland Foundation, Inc. 97,244 97,244 No Change 2020-03-31
SOL Capital Management CO 96,651 96,401 0% 2020-03-31
Stratos Wealth Partners, LTD. 96,120 116,670 18% 2020-03-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 95,660 113,969 16% 2020-03-31
Intersect Capital LLC 95,393 96,346 1% 2020-03-31
PRIVATE TRUST CO NA 95,314 46,222 106% 2020-03-31
Cohen Klingenstein, LLC 94,959 132,049 28% 2020-03-31
Lutz Financial Services LLC 94,651 78,929 20% 2020-03-31
NWAM LLC 94,182 88,044 7% 2020-03-31
Efficient Wealth Management LLC 94,139 94,722 1% 2020-03-31
OXFORD FINANCIAL GROUP LTD 93,719 99,959 6% 2020-03-31
WESBANCO BANK INC 93,576 91,851 2% 2020-03-31
Cetera Investment Advisers 93,232 85,984 8% 2020-03-31
Apex Investment Services, Inc. 92,746 58,269 59% 2020-03-31
Arete Wealth Advisors, LLC 92,543 75,619 22% 2020-03-31
RIVERSEDGE ADVISORS, LLC 92,208 112,530 18% 2020-03-31
MONARCH CAPITAL MANAGEMENT INC/ 92,175 78,456 17% 2020-03-31
Canal Capital Management, LLC 91,835 110,442 17% 2020-03-31
HoyleCohen, LLC 91,494 48,926 87% 2020-03-31
St. Louis Trust Co 91,366 86,922 5% 2020-03-31
Opus Capital Group, LLC 91,164 35,980 153% 2020-03-31
BSW Wealth Partners 90,713 115,390 21% 2020-03-31
White Lighthouse Investment Management Inc. 90,636 129,066 30% 2020-03-31
INTEGRATED CAPITAL MANAGEMENT, INC. 90,315 81,864 10% 2020-03-31
HARVARD MANAGEMENT CO INC 90,135 173,197 48% 2020-03-31
Hillcrest Wealth Advisors - NY, LLC 90,070 81,755 10% 2020-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 89,902 105,829 15% 2020-03-31
Asset Dedication, LLC 89,782 91,656 2% 2020-03-31
Stewardship Financial Advisors, LLC 89,100 89,688 1% 2020-03-31
Cutler Group LP 0 5,600 Sold Out 2020-03-31
Firestone Capital Management 88,410 120 73,575% 2020-03-31
Summit Wealth Group, LLC 0 12,084 Sold Out 2020-03-31
United Bank 88,063 92,817 5% 2020-03-31
Private Advisory Group LLC 87,970 0 New Buy 2020-03-31
Eqis Capital Management, Inc. 87,483 88,275 1% 2020-03-31
Astoria Strategic Wealth, Inc. 87,164 48,761 79% 2020-03-31
Multi-Financial Securities Corp 86,504 69,121 25% 2020-03-31
LVM CAPITAL MANAGEMENT LTD/MI 85,974 251,805 66% 2020-03-31
Mosaic Family Wealth, LLC 85,917 67,247 28% 2020-03-31
WATERS PARKERSON & CO INC 85,586 84,216 2% 2020-03-31
SMITH CAPITAL MANAGEMENT INC /AR/ADV 85,485 92,920 8% 2020-03-31
NICOLET ADVISORY SERVICES, LLC 85,323 77,944 9% 2020-03-31
NEXT Financial Group, Inc 2,077 85,859 98% 2020-03-31
Private Capital Group, LLC 84,324 92,002 8% 2020-03-31
Wela Strategies, LLC 83,919 26,677 215% 2020-03-31
REDW Stanley Financial Advisors LLC 83,882 73,189 15% 2020-03-31
CFG Asset Management LLC 82,747 91,836 10% 2020-03-31
BlueSky Wealth Advisors, LLC 82,425 59,804 38% 2020-03-31
FIRST CITIZENS BANK & TRUST CO 81,858 0 New Buy 2020-03-31
Brookstone Capital Management 81,454 95,685 15% 2020-03-31
JBJ Investment Partners, LLC 81,294 0 New Buy 2020-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 81,204 49,989 62% 2020-03-31
Vivaldi Capital Management, LLC 81,175 93,880 14% 2020-03-31
Hoover Financial Advisors, Inc. 79,552 55,958 42% 2020-03-31
CIBC Global Asset Management Inc 79,455 91,545 13% 2020-03-31
VERITY Wealth Advisors 79,353 79,353 No Change 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 79,049 78,350 1% 2020-03-31
PINNACLE ASSOCIATES LTD 79,013 75,681 4% 2020-03-31
Checchi Capital Advisers, LLC 78,586 20,333 286% 2020-03-31
Stewardship Advisors, LLC 78,122 0 New Buy 2020-03-31
Lloyd Advisory Services, LLC. 525 89,744 99% 2020-03-31
Trellis Advisors, LLC 77,558 64,923 19% 2020-03-31
Krasney Financial LLC 77,488 79,883 3% 2020-03-31
Joel Isaacson & Co., LLC 77,014 79,231 3% 2020-03-31
PARTHENON LLC 76,909 77,364 1% 2020-03-31
VAN STRUM & TOWNE INC 76,787 72,212 6% 2020-03-31
GREENLEAF TRUST 76,726 104,119 26% 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 63,982 121,790 47% 2020-03-31
WELCH & FORBES LLC 75,214 78,617 4% 2020-03-31
BANQUE PICTET & CIE SA 74,700 106,235 30% 2020-03-31
ROOF EIDAM & MAYCOCK/ADV 74,535 76,105 2% 2020-03-31
GV Capital Management 74,152 79,375 7% 2020-03-31
New Potomac Partners, LLC 74,150 0 New Buy 2020-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 73,686 78,442 6% 2020-03-31
Global Retirement Partners, LLC 73,222 87,265 16% 2020-03-31
Linscomb & Williams, Inc. 72,238 70,893 2% 2020-03-31
Elgethun Capital Management 72,034 5,092 1,315% 2020-03-31
BURNEY CO/ 71,886 77,865 8% 2020-03-31
Ariel Capital Advisors, LLC 71,439 111,504 36% 2020-03-31
Family Firm, Inc. 71,388 69,413 3% 2020-03-31
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 71,141 67,396 6% 2020-03-31
NAPLES GLOBAL ADVISORS, LLC 71,096 66,351 7% 2020-03-31
RIVERNORTH CAPITAL MANAGEMENT, INC. 70,000 60,746 15% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 69,825 101,162 31% 2020-03-31
Semmax Financial Advisors Inc. 69,506 61,727 13% 2020-03-31
Relaxing Retirement Coach 69,464 77,360 10% 2020-03-31
55I, LLC 0 26,889 Sold Out 2020-03-31
Single Point Partners, LLC 68,814 46,632 48% 2020-03-31
FIRST TRUST ADVISORS LP 68,494 63,497 8% 2020-03-31
Savant Capital Management Inc 68,345 41,754 64% 2020-03-31
FRANKLIN RESOURCES INC 67,892 80,974 16% 2020-03-31
Soltis Investment Advisors LLC 67,292 59,139 14% 2020-03-31
M Holdings Securities, Inc. 67,141 50,592 33% 2020-03-31
IFP Advisors, Inc 66,939 103,647 35% 2020-03-31
180 WEALTH ADVISORS, LLC 66,299 61,094 9% 2020-03-31
ROCKLAND TRUST CO 65,850 116,743 44% 2020-03-31
GRIMES & COMPANY, INC. 65,767 80,834 19% 2020-03-31
Good Life Advisors, LLC 65,508 69,902 6% 2020-03-31
Center for Financial Planning, Inc. 65,174 50,092 30% 2020-03-31
Broadleaf Partners, LLC 64,607 62,384 4% 2020-03-31
Aspire Private Capital, LLC 64,330 62,162 3% 2020-03-31
Oliver Luxxe Assets LLC 64,100 60,408 6% 2020-03-31
Boyer & Corporon Wealth Management, LLC 63,527 63,416 0% 2020-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 63,520 35,621 78% 2020-03-31
GREAT WEST LIFE ASSURANCE CO /CAN/ 63,446 0 New Buy 2020-03-31
Foothills Asset Management, Ltd. 63,277 66,691 5% 2020-03-31
ROPES WEALTH ADVISORS LLC 63,244 49,861 27% 2020-03-31
EAGLE GLOBAL ADVISORS LLC 62,722 63,477 1% 2020-03-31
BRINKER CAPITAL INC 62,648 61,912 1% 2020-03-31
Aureus Asset Management, LLC 62,646 55,569 13% 2020-03-31
CALTON & ASSOCIATES, INC. 62,638 59,722 5% 2020-03-31
Evanson Asset Management, LLC 62,473 59,835 4% 2020-03-31
Austin Private Wealth, LLC 62,272 39,989 56% 2020-03-31
IndexIQ Advisors LLC 62,202 18,022 245% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 61,736 62,265 1% 2020-03-31
IEQ CAPITAL, LLC 61,701 77,965 21% 2020-03-31
Yale Capital CORP 61,394 125,410 51% 2020-03-31
Black Diamond Financial, LLC 61,063 41,289 48% 2020-03-31
NICOLET BANKSHARES INC 60,906 70,218 13% 2020-03-31
Sigma Planning Corp 60,699 62,081 2% 2020-03-31
Heritage Way Advisors, LLC 60,335 57,248 5% 2020-03-31
SECURITY BENEFIT LIFE INSURANCE CO /KS/ 60,000 60,000 No Change 2020-03-31
Pictet North America Advisors SA 59,700 91,235 35% 2020-03-31
Oakmont Partners LLC 59,695 64,236 7% 2020-03-31
Timber Creek Capital Management LLC 59,450 113,100 47% 2020-03-31
TWIN CAPITAL MANAGEMENT INC 59,435 56,860 5% 2020-03-31
RAYMOND JAMES TRUST CO 59,147 58,523 1% 2020-03-31
TPG Financial Advisors, LLC 59,063 25,015 136% 2020-03-31
Heartwood Wealth Advisors LLC 58,517 978,655 94% 2020-03-31
Stordahl Capital Management, Inc. 58,443 207,260 72% 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 58,387 0 New Buy 2020-03-31
Forefront Analytics, LLC 58,287 121,254 52% 2020-03-31
MAKENA CAPITAL MANAGEMENT LLC 58,251 61,297 5% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 58,044 46,578 25% 2020-03-31
Riverpoint Wealth Management Holdings, LLC 57,659 43,646 32% 2020-03-31
STEPHENSON NATIONAL BANK & TRUST 57,607 78,240 26% 2020-03-31
Integrys Wealth Advisors LLC 57,304 57,850 1% 2020-03-31
Manchester Capital Management LLC 57,182 194,237 71% 2020-03-31
LEE DANNER & BASS INC 56,840 55,576 2% 2020-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 56,097 50,585 11% 2020-03-31
DUNCKER STREETT & CO INC 55,819 58,337 4% 2020-03-31
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 55,012 147,001 63% 2020-03-31
LWS Wealth Advisors, Inc. 54,911 14,810 271% 2020-03-31
MEEDER ASSET MANAGEMENT INC 54,623 43,218 26% 2020-03-31
Integrated Wealth Concepts LLC 54,518 53,362 2% 2020-03-31
Perigon Wealth Management, LLC 54,299 25,703 111% 2020-03-31
Roundview Capital LLC 53,986 50,943 6% 2020-03-31
Advisors Capital Management, LLC 53,902 0 New Buy 2020-03-31
Orgel Wealth Management, LLC 53,825 67,974 21% 2020-03-31
PALLADIUM PARTNERS LLC 53,811 56,984 6% 2020-03-31
Dorsey & Whitney Trust CO LLC 53,711 58,291 8% 2020-03-31
Burleson & Company, LLC 53,149 50,558 5% 2020-03-31
Alley Co LLC 53,110 51,424 3% 2020-03-31
First National Bank of South Miami 52,824 55,707 5% 2020-03-31
Paradigm Financial Advisors, LLC 52,758 46,226 14% 2020-03-31
Occidental Asset Management, LLC 52,715 69,679 24% 2020-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 52,578 62,905 16% 2020-03-31
Hartland & Co., LLC 52,551 27,871 89% 2020-03-31
Gilbert & Cook, Inc. 52,469 57,274 8% 2020-03-31
Moser Wealth Advisors, LLC 51,794 55,132 6% 2020-03-31
Main Management LLC 51,671 45,808 13% 2020-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 51,372 53,864 5% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 50,805 76,765 34% 2020-03-31
Mechanics Bank Trust Department 50,569 54,195 7% 2020-03-31
Cypress Wealth Services, LLC 50,180 52,967 5% 2020-03-31
ROBERTS GLORE & CO INC /IL/ 50,105 47,380 6% 2020-03-31
PFG Advisors 49,987 40,603 23% 2020-03-31
Rosenberg Matthew Hamilton 49,582 0 New Buy 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 49,437 0 New Buy 2020-03-31
BERKSHIRE ASSET MANAGEMENT INC/PA 49,426 30,709 61% 2020-03-31
Argent Trust Co 48,828 40,274 21% 2020-03-31
Armbruster Capital Management, Inc. 48,029 63,827 25% 2020-03-31
MBM Wealth Consultants, LLC 47,850 44,770 7% 2020-03-31
CARRET ASSET MANAGEMENT 47,411 45,079 5% 2020-03-31
Archford Capital Strategies, LLC 47,142 17,262 173% 2020-03-31
S&CO INC 46,890 47,765 2% 2020-03-31
Windsor Capital Management, LLC 46,661 49,250 5% 2020-03-31
TAP Consulting, LLC 46,439 48,267 4% 2020-03-31
VESTOR CAPITAL CORP 46,310 63,280 27% 2020-03-31
PRINCIPAL FINANCIAL GROUP INC 46,241 42,127 10% 2020-03-31
Strategic Wealth Advisors Group,Inc. 46,233 53,388 13% 2020-03-31
JUMP TRADING, LLC 46,124 0 New Buy 2020-03-31
Brand Asset Management Group, Inc. 46,108 26,073 77% 2020-03-31
SlateStone Wealth, LLC 46,033 46,083 0% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 45,958 16,582 177% 2020-03-31
Strategic Investment Advisors / MI 45,719 36,937 24% 2020-03-31
Legato Capital Management LLC 45,697 118,279 61% 2020-03-31
CX Institutional 45,473 26,955 69% 2020-03-31
Beaumont Financial Partners, LLC 45,433 48,926 7% 2020-03-31
Stockman Asset Management 45,406 38,116 19% 2020-03-31
Klingman & Associates, LLC 45,383 54,207 16% 2020-03-31
Ifrah Financial Services, Inc. 45,362 44,849 1% 2020-03-31
Trilogy Capital Inc. 45,187 126,140 64% 2020-03-31
Arcus Capital Partners, LLC 45,140 5,074 790% 2020-03-31
Granite Investment Partners, LLC 44,867 42,400 6% 2020-03-31
SCOTIA CAPITAL INC. 44,780 50,721 12% 2020-03-31
Community Bank, N.A. 44,752 37,768 18% 2020-03-31
Institute for Wealth Management, LLC. 44,634 1,397 3,095% 2020-03-31
DELTA FINANCIAL ADVISORS LLC 44,177 115,208 62% 2020-03-31
Koshinski Asset Management, Inc. 44,144 37,531 18% 2020-03-31
MIDDLETON & CO INC/MA 43,710 42,305 3% 2020-03-31
DUBUQUE BANK & TRUST CO 43,645 35,495 23% 2020-03-31
Winfield Associates, Inc. 43,544 44,405 2% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 43,398 23,949 81% 2020-03-31
Truepoint, Inc. 43,155 6,489 565% 2020-03-31
Laurel Wealth Advisors, Inc. 43,032 62,937 32% 2020-03-31
LeJeune Puetz Investment Counsel LLC 42,870 64,054 33% 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 42,473 42,849 1% 2020-03-31
Wade Financial Advisory, Inc 42,151 46,094 9% 2020-03-31
One Capital Management, LLC 42,015 37,299 13% 2020-03-31
Parcion Private Wealth LLC 41,966 20,738 102% 2020-03-31
Sunesis Advisors, LLC 41,869 42,053 0% 2020-03-31
Dynamic Advisors Solutions LLC 41,817 40,231 4% 2020-03-31
Bouchey Financial Group Ltd 41,669 43,345 4% 2020-03-31
EASTERN BANK 41,465 397,924 90% 2020-03-31
Crewe Advisors LLC 41,384 42,802 3% 2020-03-31
NBT BANK N A /NY 41,251 32,091 29% 2020-03-31
Resources Investment Advisors, Inc. 41,228 46,994 12% 2020-03-31
Country Club Trust Company, n.a. 41,028 41,907 2% 2020-03-31
HT Partners LLC 40,653 324,863 87% 2020-03-31
GOULD ASSET MANAGEMENT LLC /CA/ 40,306 47,320 15% 2020-03-31
FIRST MANHATTAN CO 40,145 36,311 11% 2020-03-31
RBF Capital, LLC 40,000 50,000 20% 2020-03-31
FINANCIAL LIFE ADVISORS 39,979 21,057 90% 2020-03-31
LUCAS CAPITAL MANAGEMENT 39,800 38,875 2% 2020-03-31
Hurlow Wealth Management Group, Inc. 39,517 28,081 41% 2020-03-31
TRUEWEALTH LLC 39,443 35,768 10% 2020-03-31
QCI ASSET MANAGEMENT INC/NY 39,188 49,152 20% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 39,070 2,093 1,767% 2020-03-31
Kingsview Wealth Management, LLC 38,943 7,219 439% 2020-03-31
EPIQ Capital Group, LLC 38,671 0 New Buy 2020-03-31
MERIDIAN MANAGEMENT CO 38,656 42,106 8% 2020-03-31
CKW FINANCIAL GROUP 38,341 47 81,477% 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 38,302 38,647 1% 2020-03-31
Merriman Wealth Management, LLC 38,179 188,279 80% 2020-03-31
Aveo Capital Partners, LLC 38,051 38,202 0% 2020-03-31
Arden Trust Co 37,995 77,657 51% 2020-03-31
First Heartland Consultants, Inc. 37,967 36,707 3% 2020-03-31
Sequoia Financial Advisors, LLC 37,843 32,286 17% 2020-03-31
Confluence Wealth Management LLC 37,209 46,175 19% 2020-03-31
Affiance Financial, LLC 37,069 24,421 52% 2020-03-31
PATTEN & PATTEN INC/TN 37,042 32,902 13% 2020-03-31
Sterling Investment Management, Inc. 36,870 68,088 46% 2020-03-31
WALLER FINANCIAL PLANNING GROUP, INC 36,645 16,618 121% 2020-03-31
Summit Financial, LLC 36,517 36,102 1% 2020-03-31
ELM ADVISORS, LLC 36,437 36,283 0% 2020-03-31
Stillwater Capital Advisors, LLC 36,203 34,822 4% 2020-03-31
Next Capital Management LLC 35,933 35,933 No Change 2020-03-31
NOTTINGHAM ADVISORS, INC. 35,844 44,975 20% 2020-03-31
CPCM, LLC 35,821 27,556 30% 2020-03-31
Aries Wealth Management 35,815 41,631 14% 2020-03-31
DAVIDSON INVESTMENT ADVISORS 35,678 36,247 2% 2020-03-31
JFG Wealth Management, LLC 35,566 32,874 8% 2020-03-31
Chicago Partners Investment Group LLC 35,549 28,280 26% 2020-03-31
HALLMARK CAPITAL MANAGEMENT INC 35,200 28,834 22% 2020-03-31
CWM, LLC 35,045 40,630 14% 2020-03-31
We Are One Seven, LLC 34,960 46,378 25% 2020-03-31
Westside Investment Management, Inc. 200 0 New Buy 2020-03-31
Claybrook Capital, LLC 34,893 34,893 No Change 2020-03-31
InterOcean Capital, LLC 34,855 44,922 22% 2020-03-31
Conservest Capital Advisors, Inc. 34,817 20,971 66% 2020-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 34,674 43,468 20% 2020-03-31
Miracle Mile Advisors, LLC 34,586 272,632 87% 2020-03-31
Elevated Capital Advisors, LLC 34,502 16,837 105% 2020-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 34,437 41,535 17% 2020-03-31
Old Port Advisors 34,409 34,673 1% 2020-03-31
FineMark National Bank & Trust 34,356 52,740 35% 2020-03-31
SWS Partners 34,344 0 New Buy 2020-03-31
American Institute for Advanced Investment Management, LLP 34,033 38,479 12% 2020-03-31
HOWE & RUSLING INC 33,724 19,832 70% 2020-03-31
LVW Advisors, LLC 33,600 26,594 26% 2020-03-31
SENTINEL TRUST CO LBA 33,518 89,681 63% 2020-03-31
Disciplined Investments, LLC 33,237 0 New Buy 2020-03-31
Great Lakes Retirement, Inc. 33,163 32,672 2% 2020-03-31
FCA CORP /TX 33,142 33,142 No Change 2020-03-31
Relyea Zuckerberg Hanson LLC 33,058 25,677 29% 2020-03-31
Prime Capital Investment Advisors, LLC 32,844 5,504 497% 2020-03-31
LifePlan Financial Group, Inc 32,782 34,221 4% 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 32,544 32,543 0% 2020-03-31
Comprehensive Portfolio Management, LLC 32,342 43,907 26% 2020-03-31
Princeton Global Asset Management LLC 32,258 489 6,497% 2020-03-31
MASTRAPASQUA ASSET MANAGEMENT INC 31,980 31,980 No Change 2020-03-31
INDEPENDENT INVESTORS INC 31,932 31,932 No Change 2020-03-31
Lindbrook Capital, LLC 31,841 32,341 2% 2020-03-31
WEST BANCORPORATION INC 31,813 31,700 0% 2020-03-31
WAGNER CAPITAL MANAGEMENT CORP 31,629 62,700 50% 2020-03-31
VAN ECK ASSOCIATES CORP 31,268 45,357 31% 2020-03-31
Camden Capital, LLC 30,857 28,730 7% 2020-03-31
First Command Bank 30,820 31,348 2% 2020-03-31
First Command Financial Services, Inc. 30,820 31,348 2% 2020-03-31
Coconut Grove Bank 30,811 32,043 4% 2020-03-31
Regent Investment Management LLC 30,806 30,806 No Change 2020-03-31
Choate Investment Advisors 30,779 6,606 366% 2020-03-31
Teamwork Financial Advisors, LLC 30,760 4,589 570% 2020-03-31
Hanlon Investment Management, Inc. 30,480 25,425 20% 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 30,471 27,197 12% 2020-03-31
VISTA INVESTMENT MANAGEMENT 30,465 24,402 25% 2020-03-31
Renaissance Technologies(Jim Simons) 30,100 76,600 61% 2020-03-31
ARBOR TRUST WEALTH ADVISORS, LLC 30,040 29,673 1% 2020-03-31
Coe Capital Management, LLC 29,896 35,002 15% 2020-03-31
Sensible Financial Planning & Management, LLC. 29,837 30,726 3% 2020-03-31
Fort Sheridan Advisors LLC 29,776 27,416 9% 2020-03-31
Round Table Services, LLC 29,591 34,330 14% 2020-03-31
North Star Investment Management Corp. 29,581 30,242 2% 2020-03-31
FRONT BARNETT ASSOCIATES LLC 29,577 28,077 5% 2020-03-31
HARDESTY CAPITAL MANAGEMENT CORP 29,470 30,325 3% 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 29,464 0 New Buy 2020-03-31
Cedar Brook Financial Partners, LLC 29,369 30,560 4% 2020-03-31
Huber Financial Advisors, LLC 29,360 27,915 5% 2020-03-31
S&T BANK/PA 29,190 29,190 No Change 2020-03-31
Smart Portfolios, LLC 29,068 33,433 13% 2020-03-31
SP Asset Management 28,978 18,065 60% 2020-03-31
Dougherty Wealth Advisers LLC 28,908 30,212 4% 2020-03-31
TELEMUS CAPITAL, LLC 28,319 35,121 19% 2020-03-31
BOYS ARNOLD & CO INC 28,316 40,645 30% 2020-03-31
Baldrige Asset Management LLC 28,096 19,069 47% 2020-03-31
Ramsay, Stattman, Vela & Price, Inc. 28,063 27,493 2% 2020-03-31
Archetype Wealth Partners, LLC 28,063 28,581 2% 2020-03-31
Windham Capital Management, LLC 27,975 412,128 93% 2020-03-31
ADIRONDACK TRUST CO 27,926 28,738 3% 2020-03-31
Ausdal Financial Partners, Inc. 27,749 33,688 18% 2020-03-31
Angeles Investment Advisors, LLC 900 24,787 96% 2020-03-31
Russell Investments Group, Ltd. 4,255 32,534 87% 2020-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 27,602 8,258 234% 2020-03-31
RPTC Inc. 27,531 27,485 0% 2020-03-31
IFG Advisory, LLC 27,503 25,034 10% 2020-03-31
MARSHALL FINANCIAL GROUP INC /ADV 27,367 12,250 123% 2020-03-31
MOTCO 27,366 27,190 1% 2020-03-31
MidWestOne Financial Group, Inc. 27,327 29,799 8% 2020-03-31
Frontier Wealth Management LLC 27,101 12,876 110% 2020-03-31
Resonant Capital Advisors, LLC 27,062 30,255 11% 2020-03-31
Narwhal Capital Management 27,045 28,220 4% 2020-03-31
BigSur Wealth Management LLC 27,000 0 New Buy 2020-03-31
Moneda S.A. Administradora General de Fondos 26,882 24,135 11% 2020-03-31
AYRSHIRE ASSOCIATES INC 26,863 14,579 84% 2020-03-31
Eukles Asset Management 26,811 32,041 16% 2020-03-31
Icon Wealth Partners, LLC 26,752 28,039 5% 2020-03-31
Sabal Trust CO 26,596 90,800 71% 2020-03-31
GIRARD PARTNERS LTD. 26,526 28,417 7% 2020-03-31
New England Private Wealth Advisors LLC 26,483 30,761 14% 2020-03-31
AlphaStar Capital Management, LLC 26,219 26,657 2% 2020-03-31
Ascent Wealth Partners, LLC 26,211 39,066 33% 2020-03-31
Krilogy Financial LLC 26,203 13,268 97% 2020-03-31
D.B. Root & Company, LLC 26,168 24,935 5% 2020-03-31
Partnervest Advisory Services LLC 26,145 14,168 85% 2020-03-31
MOSELEY INVESTMENT MANAGEMENT INC 26,077 22,346 17% 2020-03-31
CAPITAL ONE FINANCIAL CORP 26,063 0 New Buy 2020-03-31
greenwich Wealth Management LLC 26,019 30,632 15% 2020-03-31
Traverso Chambers Private Wealth Management, LLC 25,979 24,360 7% 2020-03-31
Cornerstone Advisors, Inc. 25,955 25,292 3% 2020-03-31
WHITE PINE CAPITAL LLC 25,863 26,525 2% 2020-03-31
Foundations Investment Advisors, LLC 25,857 17,527 48% 2020-03-31
Pensionmark Financial Group, LLC 25,500 27,284 7% 2020-03-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 25,330 25,330 No Change 2020-03-31
Colorado Capital Management, Inc. 25,183 34,194 26% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 25,056 22,498 11% 2020-03-31
TFG Advisers LLC 21,903 24,227 10% 2020-03-31
WEDBUSH MORGAN SECURITIES INC 24,820 23,072 8% 2020-03-31
Berkeley Capital Partners, LLC 24,695 210,004 88% 2020-03-31
Granite Investment Advisors, Inc. 24,638 26,831 8% 2020-03-31
Cohen Capital Management, Inc. 24,628 24,622 0% 2020-03-31
Ullmann Financial Group, Inc. 24,580 27,276 10% 2020-03-31
Global Trust Asset Management, LLC 24,414 17,756 37% 2020-03-31
WESCAP Management Group, Inc. 24,252 0 New Buy 2020-03-31
WASHINGTON TRUST CO 24,065 25,572 6% 2020-03-31
Palisade Asset Management, LLC 24,034 27,954 14% 2020-03-31
Legacy Bridge, LLC 23,952 32,012 25% 2020-03-31
FOSTER DYKEMA CABOT & CO INC/MA 23,772 15,156 57% 2020-03-31
Strategic Wealth Partners Group LLC 23,727 17,643 34% 2020-03-31
ProVise Management Group, LLC 23,586 23,478 0% 2020-03-31
FIRST NATIONAL TRUST CO 23,413 22,740 3% 2020-03-31
BECK MACK & OLIVER LLC 23,392 23,392 No Change 2020-03-31
GYL FINANCIAL SYNERGIES, LLC 23,175 12,327 88% 2020-03-31
Telos Capital Management, Inc. 23,119 256,371 91% 2020-03-31
Gradient Capital Advisors, LLC 23,057 24,586 6% 2020-03-31
Keystone Financial Group 22,993 22,993 No Change 2020-03-31
Sumitomo Mitsui Asset Management Company, LTD 22,945 21,110 9% 2020-03-31
HBK Sorce Advisory LLC 22,835 25,780 11% 2020-03-31
Clarkston Capital Partners LLC 22,688 22,269 2% 2020-03-31
Fiduciary Group LLC 22,479 24,792 9% 2020-03-31
NICHOLS & PRATT ADVISERS LLP /MA 22,350 25,528 12% 2020-03-31
Anfield Capital Management, LLC 22,174 152 14,488% 2020-03-31
MEITAV DASH INVESTMENTS LTD 22,074 35,567 38% 2020-03-31
FLOW TRADERS U.S. LLC 22,060 0 New Buy 2020-03-31
Brio Consultants, LLC 21,979 21,807 1% 2020-03-31
Larson Financial Group LLC 21,926 21,413 2% 2020-03-31
BOSTON FINANCIAL MANGEMENT INC /MA 21,815 30,643 29% 2020-03-31
Ashfield Capital Partners, LLC 21,527 22,177 3% 2020-03-31
Harbour Capital Advisors, LLC 21,486 23,606 9% 2020-03-31
MADISON WEALTH MANAGEMENT 21,474 17,386 24% 2020-03-31
WASHINGTON TRUST BANK 21,395 6,561 226% 2020-03-31
TD Capital Management LLC 21,388 50,743 58% 2020-03-31
Brown Advisory Securities, LLC 21,385 8,021 167% 2020-03-31
Lenox Wealth Advisors, Inc. 21,349 37,365 43% 2020-03-31
MERIDIAN INVESTMENT COUNSEL INC. 21,225 21,225 No Change 2020-03-31
Omnia Family Wealth, LLC 21,048 269,118 92% 2020-03-31
ALPINE WOODS CAPITAL INVESTORS, LLC 21,000 21,000 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 20,968 20,516 2% 2020-03-31
Hillstrust 20,710 6,560 216% 2020-03-31
V Wealth Management,LLC 20,637 29,567 30% 2020-03-31
IHT Wealth Management, LLC 20,588 12,766 61% 2020-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 20,558 23,226 11% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 10,010 19,489 49% 2020-03-31
Fortis Advisors, LLC 20,474 14,692 39% 2020-03-31
Wealth Architects, LLC 20,144 19,186 5% 2020-03-31
Rossmore Private Capital 19,865 12,012 65% 2020-03-31
SIMPLEX TRADING, LLC 19,840 59,210 66% 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 19,422 21,159 8% 2020-03-31
QUANTUM CAPITAL MANAGEMENT 19,344 19,400 0% 2020-03-31
Petix & Botte Co 19,298 22,355 14% 2020-03-31
Capital Wealth Planning, LLC 19,064 0 New Buy 2020-03-31
Long Road Investment Counsel, LLC 19,000 19,000 No Change 2020-03-31
APPLETON PARTNERS INC/MA 18,922 18,785 1% 2020-03-31
WELLINGTON MANAGEMENT CO LLP 18,915 19,082 1% 2020-03-31
WEALTHSOURCE PARTNERS, LLC 18,505 92,580 80% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 18,477 19,054 3% 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 18,337 18,939 3% 2020-03-31
NewFocus Financial Group, LLC 18,246 27,480 34% 2020-03-31
FRONTIER INVESTMENT MGMT CO 17,992 15,257 18% 2020-03-31
IRONWOOD INVESTMENT MANAGEMENT LLC 17,851 0 New Buy 2020-03-31
Coyle Financial Counsel, Inc. 17,742 18,001 1% 2020-03-31
Rothschild & Co Wealth Management UK Ltd 17,618 21,588 18% 2020-03-31
Well Done, LLC 17,159 16,285 5% 2020-03-31
AdvisorNet Financial, Inc 17,141 14,753 16% 2020-03-31
Alpha Omega Wealth Management LLC 17,113 15,618 10% 2020-03-31
CAMBRIDGE TRUST CO 17,095 0 New Buy 2020-03-31
MONTAG A & ASSOCIATES INC 17,082 19,875 14% 2020-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 16,999 17,499 3% 2020-03-31
BEACON FINANCIAL GROUP 16,954 16,954 No Change 2020-03-31
Gilman Hill Asset Management, LLC 16,709 18,769 11% 2020-03-31
Carnegie Capital Asset Management, LLC 16,644 15,068 10% 2020-03-31
Vantage Investment Partners, LLC 16,572 17,213 4% 2020-03-31
FIRST NATIONAL CORP /MA/ /ADV 16,432 0 New Buy 2020-03-31
Montecito Bank & Trust 16,382 11,842 38% 2020-03-31
Money Matters Financial Group Inc 16,370 16,341 0% 2020-03-31
Union Bankshares Corp 16,333 0 New Buy 2020-03-31
PAX Financial Group, LLC 16,327 25,065 35% 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 16,323 30,556 47% 2020-03-31
OPTIMUM INVESTMENT ADVISORS 16,240 20,739 22% 2020-03-31
Sound View Wealth Advisors Group, LLC 16,237 24,381 33% 2020-03-31
Private Ocean, LLC 16,067 23,273 31% 2020-03-31
Buckingham Capital Management, Inc. 16,058 29,305 45% 2020-03-31
Golden State Wealth Management, LLC 16,017 0 New Buy 2020-03-31
Kistler-Tiffany Companies, LLC 15,971 15,971 No Change 2020-03-31
BLUESTEIN R H & CO 15,895 21,162 25% 2020-03-31
Kingfisher Capital LLC 15,579 15,982 3% 2020-03-31
Financeware, Inc. 15,549 18,217 15% 2020-03-31
Optimal Asset Management, Inc. 6,111 0 New Buy 2020-03-31
PBWM Holdings, LLC 15,408 0 New Buy 2020-03-31
Compton Wealth Advisory Group, LLC 15,404 0 New Buy 2020-03-31
RDA Financial Network 15,373 16,779 8% 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 15,355 17,840 14% 2020-03-31
BALDWIN BROTHERS INC/MA 15,151 13,726 10% 2020-03-31
Emerald Advisors, LLC 15,121 11,890 27% 2020-03-31
Argent Wealth Management LLC 14,999 18,458 19% 2020-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 14,982 39,198 62% 2020-03-31
MCF Advisors LLC 14,931 22,389 33% 2020-03-31
BOENNING & SCATTERGOOD, INC. 14,668 15,095 3% 2020-03-31
Bridgeworth, LLC 14,610 24,615 41% 2020-03-31
MURPHY CAPITAL MANAGEMENT INC 14,585 16,085 9% 2020-03-31
PEOPLES BANK NATIONAL ASSOCIATION 14,509 14,085 3% 2020-03-31
BANK HAPOALIM BM 14,415 15,452 7% 2020-03-31
BRIGHTON JONES LLC 14,307 17,966 20% 2020-03-31
FDx Advisors, Inc. 14,287 26,459 46% 2020-03-31
Asset Planning Services, Ltd. 14,208 16,933 16% 2020-03-31
Castle Rock Wealth Management, LLC 14,143 14,401 2% 2020-03-31
Altavista Wealth Management, Inc. 14,008 0 New Buy 2020-03-31
Waterloo Capital, L.P. 13,913 0 New Buy 2020-03-31
Aurora Private Wealth, Inc. 13,857 0 New Buy 2020-03-31
Northeast Financial Consultants Inc 13,841 16,401 16% 2020-03-31
IBERIABANK CORP 13,798 16,650 17% 2020-03-31
Starfire Investment Advisers, Inc. 13,785 14,430 4% 2020-03-31
Emerson Wealth Management, LLC 13,458 15,701 14% 2020-03-31
Carroll Financial Associates, Inc. 13,414 15,680 14% 2020-03-31
TRUSTCO BANK CORP N Y 13,395 0 New Buy 2020-03-31
DiMeo Schneider & Associates, L.L.C. 13,235 0 New Buy 2020-03-31
Columbia Asset Management 13,229 14,474 9% 2020-03-31
Asset Management Group, Inc. 13,212 13,099 1% 2020-03-31
STRATEGY ASSET MANAGERS LLC 13,211 14,744 10% 2020-03-31
Rikoon Group, LLC 13,089 13,051 0% 2020-03-31
Strategic Wealth Partners, Ltd. 12,980 12,980 No Change 2020-03-31
IFG Advisors, LLC 12,973 29,704 56% 2020-03-31
DAVIDSON TRUST CO 12,959 12,711 2% 2020-03-31
TOWNSQUARE CAPITAL LLC 12,935 0 New Buy 2020-03-31
ALPHASIMPLEX GROUP, LLC 12,913 12,913 No Change 2020-03-31
Wells Trecaso Financial Group, LLC 12,867 25,542 50% 2020-03-31
Advisory Alpha, LLC 12,729 10,742 18% 2020-03-31
RDL FINANCIAL INC 12,617 12,739 1% 2020-03-31
Bernardo Wealth Planning LLC 12,379 12,588 2% 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 12,322 22,652 46% 2020-03-31
Cooper Financial Group 12,316 0 New Buy 2020-03-31
James Hambro & Partners 12,300 12,300 No Change 2020-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 12,222 9,935 23% 2020-03-31
Brightworth 12,182 12,182 No Change 2020-03-31
PERSONAL CFO SOLUTIONS, LLC 12,173 12,680 4% 2020-03-31
First American Bank 12,042 10,137 19% 2020-03-31
Lenox Wealth Management, Inc. 12,022 9,548 26% 2020-03-31
Sterling Investment Advisors, Ltd. 12,018 9,390 28% 2020-03-31
Charles Schwab Trust Co 12,000 19,166 37% 2020-03-31
River Wealth Advisors LLC 11,950 0 New Buy 2020-03-31
Kohmann Bosshard Financial Services, LLC 11,940 16,374 27% 2020-03-31
CAZ INVESTMENTS LP 11,932 0 New Buy 2020-03-31
TCI Wealth Advisors, Inc. 11,882 10,596 12% 2020-03-31
Robertson Stephens Wealth Management, LLC 11,830 0 New Buy 2020-03-31
Beirne Wealth Consulting Services, LLC 11,621 54,313 79% 2020-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 11,439 9,763 17% 2020-03-31
TORONTO DOMINION BANK 0 11,420 Sold Out 2020-03-31
Wellspring Financial Advisors, LLC 11,327 0 New Buy 2020-03-31
Moors & Cabot, Inc. 11,264 11,438 2% 2020-03-31
ATHENA CAPITAL ADVISORS LLC 11,258 10,732 5% 2020-03-31
GUYASUTA INVESTMENT ADVISORS INC 11,248 10,206 10% 2020-03-31
SPINNAKER TRUST 11,090 13,584 18% 2020-03-31
Integrated Investment Consultants, LLC 11,073 117,480 91% 2020-03-31
KILEY JUERGENS WEALTH MANAGEMENT, LLC 11,049 11,411 3% 2020-03-31
OARSMAN CAPITAL, INC. 11,015 29,607 63% 2020-03-31
CITY HOLDING CO 10,985 10,985 No Change 2020-03-31
Horan Securities, Inc. 10,908 16,303 33% 2020-03-31
Spears Abacus Advisors LLC 10,871 18,798 42% 2020-03-31
Bremer Bank National Association 10,770 12,032 10% 2020-03-31
SeaCrest Wealth Management, LLC 10,760 31,930 66% 2020-03-31
FIRST INTERSTATE BANK 10,754 16,614 35% 2020-03-31
Marquette Asset Management Inc. 10,707 4,967 116% 2020-03-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,643 0 New Buy 2020-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 10,567 10,411 1% 2020-03-31
Plancorp, LLC 10,497 33,393 69% 2020-03-31
SAWGRASS ASSET MANAGEMENT LLC 10,401 11,603 10% 2020-03-31
CFO4Life Group, LLC 10,375 4,731 119% 2020-03-31
Carmichael Hill & Associates, Inc. 10,346 9,436 10% 2020-03-31
Goelzer Investment Management, Inc. 10,300 10,527 2% 2020-03-31
Busey Trust CO 0 10,247 Sold Out 2020-03-31
GLYNN JA & CO 10,226 10,584 3% 2020-03-31
F&V Capital Management, LLC 10,125 10,125 No Change 2020-03-31
Jolley Asset Management, LLC 10,094 9,892 2% 2020-03-31
ARLINGTON PARTNERS LLC 10,000 10,611 6% 2020-03-31
INTL FCSTONE INC. 9,973 10,805 8% 2020-03-31
Diversified Portfolios, Inc. 9,882 4,843 104% 2020-03-31
MAGNOLIA CAPITAL ADVISORS LLC 9,871 10,565 7% 2020-03-31
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 9,837 0 New Buy 2020-03-31
Pinnacle Wealth Management Advisory Group, LLC 9,828 9,291 6% 2020-03-31
Iron Financial, LLC 9,801 16,249 40% 2020-03-31
TBH Global Asset Management, LLC 9,801 11,484 15% 2020-03-31
Harbor Advisors LLC 9,800 9,800 No Change 2020-03-31
Fundamentun, LLC 9,756 17,298 44% 2020-03-31
Concorde Asset Management, LLC 9,716 0 New Buy 2020-03-31
Bigelow Investment Advisors, LLC 9,658 11,960 19% 2020-03-31
GARRISON POINT ADVISORS, LLC 9,635 10,252 6% 2020-03-31
Aptus Capital Advisors, LLC 9,581 10,472 9% 2020-03-31
Clarius Group, LLC 9,554 9,548 0% 2020-03-31
Financial Advisory Service, Inc. 9,505 4,292 121% 2020-03-31
Capital Wealth Alliance, LLC 9,463 9,697 2% 2020-03-31
Graves-Light Private Wealth Management, Inc. 9,444 9,442 0% 2020-03-31
Perkins Coie Trust Co 9,386 10,956 14% 2020-03-31
Merit Financial Group, LLC 9,384 7,416 27% 2020-03-31
WEBSTER BANK, N. A. 9,329 9,425 1% 2020-03-31
Radnor Capital Management, LLC 9,324 10,999 15% 2020-03-31
Patten Group, Inc. 9,311 18,932 51% 2020-03-31
GRIFFIN ASSET MANAGEMENT, INC. 9,308 8,998 3% 2020-03-31
United Asset Strategies, Inc. 9,252 13,716 33% 2020-03-31
Ledyard National Bank 9,249 29,692 69% 2020-03-31
INNEALTA CAPITAL, LLC 9,233 10,290 10% 2020-03-31
Covenant Multifamily Offices, LLC 9,172 29,172 69% 2020-03-31
Callahan, Leighton & Co., LLC 9,164 10,144 10% 2020-03-31
Americana Partners, LLC 9,163 5,323 72% 2020-03-31
Cypress Capital Group 9,140 9,180 0% 2020-03-31
Poplar Forest Capital LLC 9,119 9,119 No Change 2020-03-31
Burt Wealth Advisors 9,102 40,842 78% 2020-03-31
Cable Hill Partners, LLC 9,077 13,923 35% 2020-03-31
FIRST MIDWEST BANK TRUST DIVISION 9,032 16,382 45% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 8,973 10,933 18% 2020-03-31
TOEWS CORP /ADV 8,948 8,908 0% 2020-03-31
Peterson Wealth Advisors, LLC 8,864 5,791 53% 2020-03-31
BEESE FULMER INVESTMENT MANAGEMENT, INC. 8,854 0 New Buy 2020-03-31
Massey, Quick & Co., LLC 8,847 2,085 324% 2020-03-31
Bank of Marin 8,842 8,083 9% 2020-03-31
Kovack Advisors, Inc. 8,788 13,778 36% 2020-03-31
Homrich & Berg 8,759 12,021 27% 2020-03-31
LexAurum Advisors, LLC 8,692 9,003 3% 2020-03-31
MARINO, STRAM & ASSOCIATES LLC 8,670 0 New Buy 2020-03-31
Lakeview Capital Partners, LLC 8,669 8,982 3% 2020-03-31
Sheaff Brock Investment Advisors, LLC 8,653 9,270 7% 2020-03-31
Coho Partners, Ltd. 8,641 0 New Buy 2020-03-31
EDGEWOOD MANAGEMENT LLC 8,641 0 New Buy 2020-03-31
Barber Financial Group, Inc. 8,637 8,775 2% 2020-03-31
Stelac Advisory Services LLC 8,618 0 New Buy 2020-03-31
Pathway Financial Advisors LLC 8,568 0 New Buy 2020-03-31
KLINGENSTEIN FIELDS & CO LLC 8,551 8,550 0% 2020-03-31
Essex Financial Services, Inc. 8,535 8,200 4% 2020-03-31
Front Row Advisors LLC 8,514 8,474 0% 2020-03-31
FCG ADVISORS, LLC 8,457 18,654 55% 2020-03-31
Affinity Capital Advisors, LLC 8,438 0 New Buy 2020-03-31
INVERNESS COUNSEL INC /NY/ 8,409 8,502 1% 2020-03-31
EPG Wealth Management LLC 1,620 10,821 85% 2020-03-31
QP WEALTH MANAGEMENT, LLC 8,285 34,055 76% 2020-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 8,230 8,230 No Change 2020-03-31
Biltmore Family Office, LLC 8,200 8,200 No Change 2020-03-31
DFPG INVESTMENTS, INC. 8,174 8,324 2% 2020-03-31
FOSTER & MOTLEY INC 8,166 0 New Buy 2020-03-31
Streettalk Advisors, LLC 8,157 9,968 18% 2020-03-31
9258 Wealth Management, LLC 8,120 0 New Buy 2020-03-31
RMB Capital Management, LLC 8,091 9,638 16% 2020-03-31
Western Wealth Management, LLC 8,081 17,085 53% 2020-03-31
Taylor Hoffman Wealth Management 8,032 8,126 1% 2020-03-31
BOSTON RESEARCH & MANAGEMENT INC 8,014 18,971 58% 2020-03-31
Lincoln Capital LLC 7,992 8,226 3% 2020-03-31
Integer Wealth Advisors Group LLC 7,913 6,817 16% 2020-03-31
Atlantic Trust, LLC 7,908 7,908 No Change 2020-03-31
MONECO Advisors, LLC 7,883 6,591 20% 2020-03-31
Royal Fund Management, LLC 3,089 0 New Buy 2020-03-31
Financial Strategy Network, LLC 7,829 0 New Buy 2020-03-31
Stearns Financial Services Group 7,760 8,230 6% 2020-03-31
Meridian Wealth Management, LLC 7,751 12,398 37% 2020-03-31
AMERITAS INVESTMENT CORP 7,735 5,304 46% 2020-03-31
CEDAR CAPITAL, LLC 7,723 7,849 2% 2020-03-31
Strategic Wealth Management Group, LLC 7,717 7,671 1% 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 7,703 6,650 16% 2020-03-31
Mount Yale Investment Advisors, LLC 7,695 5,593 38% 2020-03-31
SADOFF INVESTMENT MANAGEMENT LLC 7,652 7,652 No Change 2020-03-31
BUCKHEAD CAPITAL MANAGEMENT LLC 7,622 9,232 17% 2020-03-31
FormulaFolio Investments, LLC 7,604 12,793 41% 2020-03-31
F3Logic, LLC 7,549 7,949 5% 2020-03-31
Coastal Investment Advisors, Inc. 7,370 14,151 48% 2020-03-31
American Research & Management Co. 7,350 9,475 22% 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 7,337 7,974 8% 2020-03-31
Key FInancial Inc 7,296 7,945 8% 2020-03-31
Southern Wealth Management, LLP 7,278 0 New Buy 2020-03-31
UMA Financial Services, Inc. 7,271 7,029 3% 2020-03-31
Summit Financial Wealth Advisors, LLC 7,215 7,215 No Change 2020-03-31
Mirador Capital Partners LP 7,200 132,223 95% 2020-03-31
PRIVATE CAPITAL MANAGEMENT LLC 7,187 8,582 16% 2020-03-31
Financial Engines Advisors L.L.C. 7,140 0 New Buy 2020-03-31
Maxim Capital Management LLC 7,137 0 New Buy 2020-03-31
361 CAPITAL LLC 7,114 12,345 42% 2020-03-31
Leonard Rickey Investment Advisors P.L.L.C. 6,963 7,275 4% 2020-03-31
TrinityPoint Wealth, LLC 6,808 6,313 8% 2020-03-31
PAPP L ROY & ASSOCIATES 6,776 8,551 21% 2020-03-31
Lucia Wealth Services, LLC 6,733 4,776 41% 2020-03-31
Allen Capital Group, LLC 6,718 9,346 28% 2020-03-31
Brookmont Capital Management 6,676 6,676 No Change 2020-03-31
Legacy Advisors, LLC 6,671 13,774 52% 2020-03-31
Moloney Securities Asset Management, LLC 6,650 12,168 45% 2020-03-31
Hubbell Strickland Wealth Management, LLC 6,636 6,922 4% 2020-03-31
Enterprise Bank & Trust Co 6,627 8,526 22% 2020-03-31
CAPITAL CITY TRUST CO/FL 6,624 5,300 25% 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 6,600 6,600 No Change 2020-03-31
Hochman Cole Investment Advisors, Inc. 6,600 8,825 25% 2020-03-31
Cordasco Financial Network 6,599 6,620 0% 2020-03-31
Arkadios Wealth Advisors 6,536 0 New Buy 2020-03-31
EagleClaw Capital Managment, LLC 6,515 6,515 No Change 2020-03-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 6,500 12,500 48% 2020-03-31
Nexus Investment Management Inc. 6,500 6,500 No Change 2020-03-31
Pinnacle Wealth Planning Services, Inc. 6,500 6,840 5% 2020-03-31
KAYS FINANCIAL ADVISORY CORP /ADV 6,467 0 New Buy 2020-03-31
Paulson Wealth Management Inc. 6,458 11,997 46% 2020-03-31
RETIREMENT INCOME SOLUTIONS, INC 6,448 8,667 26% 2020-03-31
Barrett Asset Management, LLC 6,420 6,420 No Change 2020-03-31
ENCORE BANK NA 6,355 6,610 4% 2020-03-31
Carnick & Kubik Group, LLC 6,256 11,509 46% 2020-03-31
MONTGOMERY INVESTMENT MANAGEMENT INC 6,250 6,250 No Change 2020-03-31
Coastal Capital Group, Inc. 6,242 16,160 61% 2020-03-31
Colonial Asset Management, Inc. 6,225 7,899 21% 2020-03-31
Emerald Investment Partners, LLC 6,185 10,787 43% 2020-03-31
J. W. Coons Advisors, LLC 6,100 0 New Buy 2020-03-31
LifeSteps Financial, Inc. 6,036 6,058 0% 2020-03-31
CAPITAL FUND MANAGEMENT S.A. 5,982 68,444 91% 2020-03-31
CWS Financial Advisors, LLC 5,962 5,962 No Change 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 5,920 6,831 13% 2020-03-31
Squar Milner Financial Services LLC 5,904 5,904 No Change 2020-03-31
Perennial Advisors, LLC 5,892 12,217 52% 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 5,862 11,028 47% 2020-03-31
Lion Street Advisors, LLC 5,823 5,181 12% 2020-03-31
Capital Bank & Trust Co 5,728 3,786 51% 2020-03-31
Capital Investment Advisory Services, LLC 5,395 4,915 10% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 5,349 5,349 No Change 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 4,873 6,033 19% 2020-03-31
Richard P Slaughter Associates Inc 4,858 0 New Buy 2020-03-31
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 4,777 0 New Buy 2020-03-31
ARTHUR M. COHEN & ASSOCIATES, LLC 4,777 4,777 No Change 2020-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,774 3,747 27% 2020-03-31
Transamerica Financial Advisors, Inc. 4,371 5,140 15% 2020-03-31
Archer Investment Corp 139 2,256 94% 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 4,339 972 346% 2020-03-31
D'Orazio & Associates, Inc. 4,151 3,705 12% 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 4,126 4,571 10% 2020-03-31
Selective Wealth Management 4,074 4,668 13% 2020-03-31
ACIMA PRIVATE WEALTH, LLC 4,017 9,589 58% 2020-03-31
Capital Analysts, Inc. 3,926 6,163 36% 2020-03-31
THOMAS WHITE INTERNATIONAL LTD 3,558 0 New Buy 2020-03-31
S.A. Mason LLC 3,499 3,699 5% 2020-03-31
Edge Wealth Management LLC 3,277 4,155 21% 2020-03-31
Bedel Financial Consulting, Inc. 3,023 3,704 18% 2020-03-31
Gradient Investments LLC 2,825 853 231% 2020-03-31
Jacobi Capital Management LLC 2,678 2,939 9% 2020-03-31
PEOPLES FINANCIAL SERVICES CORP. 2,500 2,500 No Change 2020-03-31
Glassman Wealth Services 2,424 2,424 No Change 2020-03-31
BALLAST ADVISORS LLC 2,420 0 New Buy 2020-03-31
QVR LLC 2,399 0 New Buy 2020-03-31
CVA Family Office, LLC 2,272 0 New Buy 2020-03-31
AUA CAPITAL MANAGEMENT, LLC 2,232 0 New Buy 2020-03-31
Trust Co 2,177 2,177 No Change 2020-03-31
Vigilant Capital Management, LLC 2,097 2,437 14% 2020-03-31
Financial Architects, Inc 2,010 1,724 17% 2020-03-31
Capital Advisory Group Advisory Services, LLC 32 0 New Buy 2020-03-31
SECURITY NATIONAL TRUST CO 1,741 1,741 No Change 2020-03-31
Lehman & Derafelo Financial Resources LLC 1,678 1,678 No Change 2020-03-31
HC FINANCIAL ADVISORS INC 1,589 0 New Buy 2020-03-31
Evolution Wealth Advisors, LLC 1,567 5,415 71% 2020-03-31
Stonebridge Capital Advisors LLC 1,521 1,246 22% 2020-03-31
Harwood Advisory Group, LLC 69 0 New Buy 2020-03-31
Interactive Financial Advisors 1,509 6,136 75% 2020-03-31
Certified Advisory Corp 1,484 1,483 0% 2020-03-31
Riggs Asset Managment Co. Inc. 1,424 114 1,149% 2020-03-31
Aberdeen Wealth Management LLC 1,375 1,375 No Change 2020-03-31
Investors Research Corp 1,291 1,291 No Change 2020-03-31
Savior LLC 1,258 2,659 53% 2020-03-31
Eudaimonia Partners, LLC 1,160 0 New Buy 2020-03-31
ROBINSON CAPITAL MANAGEMENT, LLC 1,100 1,100 No Change 2020-03-31
OLD SECOND NATIONAL BANK OF AURORA 1,059 1,059 No Change 2020-03-31
RPg Family Wealth Advisory, LLC 987 0 New Buy 2020-03-31
Weaver Consulting Group 976 976 No Change 2020-03-31
Pacifica Partners Inc. 952 1,101 14% 2020-03-31
Evensky & Katz, Inc. 918 916 0% 2020-03-31
MBE Wealth Management, LLC 902 0 New Buy 2020-03-31
TOTH FINANCIAL ADVISORY CORP 860 709 21% 2020-03-31
Enterprise Trust & Investment Co 850 200 325% 2020-03-31
tru Independence LLC 445 0 New Buy 2020-03-31
New England Investment & Retirement Group, Inc. 792 0 New Buy 2020-03-31
JACKSON SQUARE CAPITAL, LLC 782 0 New Buy 2020-03-31
Spectrum Management Group, Inc. 770 610 26% 2020-03-31
VALLEY NATIONAL ADVISERS INC 763 1,697 55% 2020-03-31
ANDERSON FISHER LLC 746 0 New Buy 2020-03-31
Oakworth Capital, Inc. 711 1,328 46% 2020-03-31
HORIZON BANCORP /IN/ 690 690 No Change 2020-03-31
Clean Yield Group 680 254 168% 2020-03-31
MCMILLION CAPITAL MANAGEMENT INC 674 674 No Change 2020-03-31
Retirement Network 665 3,098 79% 2020-03-31
NWK Group, Inc. 634 2,622 76% 2020-03-31
Versant Capital Management, Inc 557 1,117 50% 2020-03-31
BerganKDV Wealth Management, LLC 536 5,620 90% 2020-03-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 532 2,210 76% 2020-03-31
Capital Directions Investment Advisors, LLC 520 520 No Change 2020-03-31
Canton Hathaway, LLC 508 508 No Change 2020-03-31
HHM Wealth Advisors, LLC 505 0 New Buy 2020-03-31
Capital Advisors, Ltd. LLC 501 5,201 90% 2020-03-31
Winch Advisory Services, LLC 466 368 27% 2020-03-31
DELTA ASSET MANAGEMENT LLC/TN 455 455 No Change 2020-03-31
Cedar Mountain Advisors, LLC 433 432 0% 2020-03-31
First Bank & Trust 429 429 No Change 2020-03-31
MANCHESTER FINANCIAL INC 424 241 76% 2020-03-31
BELLEVUE ASSET MANAGEMENT, LLC 415 175 137% 2020-03-31
FIRST FINANCIAL CORP /IN/ 411 411 No Change 2020-03-31
Sugarloaf Wealth Management, LLC 386 457 16% 2020-03-31
Family Management Corp 366 4,262 91% 2020-03-31
Tradewinds Capital Management, LLC 359 359 No Change 2020-03-31
Gierl Augustine Investment Management Inc 352 0 New Buy 2020-03-31
AGF FUNDS INC 305 254 20% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 293 317 8% 2020-03-31
Ellis Investment Partners, LLC 250 417 40% 2020-03-31
Sound Income Strategies, LLC 234 184 27% 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 234 234 No Change 2020-03-31
Winslow, Evans & Crocker, Inc. 210 210 No Change 2020-03-31
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 200 No Change 2020-03-31
First Personal Financial Services 180 673 73% 2020-03-31
Financial Enhancement Group LLC 165 331 50% 2020-03-31
CFM WEALTH PARTNERS LLC 160 160 No Change 2020-03-31
Your Advocates Ltd., LLP 150 0 New Buy 2020-03-31
Laurel Wealth Advisors LLC 101 101 No Change 2020-03-31
Allred Capital Management, LLC 75 75 No Change 2020-03-31
Salomon & Ludwin, LLC 67 67 No Change 2020-03-31
BP WEALTH MANAGEMENT, LLC 66 135,852 100% 2020-03-31
Ironwood Wealth Management, llc 65 3,460 98% 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 62 1,233 95% 2020-03-31
Financial Management Professionals, Inc. 51 14 264% 2020-03-31
MV Capital Management, Inc. 51 51 No Change 2020-03-31
AlphaMark Advisors, LLC 50 40 25% 2020-03-31
Barnett & Company, Inc. 50 1,754 97% 2020-03-31
JAMES INVESTMENT RESEARCH INC 45 245 82% 2020-03-31
HBC Financial Services, PLLC 45 45 No Change 2020-03-31
Engrave Wealth Partners LLC 37 0 New Buy 2020-03-31
Financial Gravity Wealth, Inc. 33 1,966 98% 2020-03-31
Pacitti Group Inc. 22 100 78% 2020-03-31
CWM Advisors, LLC 17 0 New Buy 2020-03-31
CLEAR INVESTMENT RESEARCH, LLC 11 11 No Change 2020-03-31
HighMark Wealth Management LLC 7 6 17% 2020-03-31
YCMNET ADVISORS INC 0 4,919 Sold Out 2020-03-31
FIRST MERCHANTS CORP 0 30,034 Sold Out 2020-03-31
TOMPKINS FINANCIAL CORP 0 542 Sold Out 2020-03-31
UNITED BANK /VA/ 0 5,236 Sold Out 2020-03-31
CHEMUNG CANAL TRUST CO 0 7,167 Sold Out 2020-03-31
MOODY LYNN & CO/ 0 102,433 Sold Out 2020-03-31
BAR HARBOR TRUST SERVICES 0 4,572 Sold Out 2020-03-31
L & S Advisors Inc 0 5,784 Sold Out 2020-03-31
PRUDENTIAL FINANCIAL INC 0 21,850 Sold Out 2020-03-31
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0 48,700 Sold Out 2020-03-31
Fulton Breakefield Broenniman LLC 0 132,205 Sold Out 2020-03-31
Hikari Tsushin, Inc. 0 13,294 Sold Out 2020-03-31
MACKENZIE FINANCIAL CORP 0 65,000 Sold Out 2020-03-31
SCHAFER CULLEN CAPITAL MANAGEMENT INC 0 55,429 Sold Out 2020-03-31
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 0 9,420 Sold Out 2020-03-31
SG Americas Securities, LLC 0 2,473,597 Sold Out 2020-03-31
Buffington Mohr McNeal 0 19,295 Sold Out 2020-03-31
ALBION FINANCIAL GROUP /UT 0 557,298 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 23,273 Sold Out 2020-03-31
Pineno Levin & Ford Asset Management, Inc. 0 5,328 Sold Out 2020-03-31
ANCHOR CAPITAL ADVISORS INC 0 7,073 Sold Out 2020-03-31
SMH CAPITAL ADVISORS INC 0 8,719 Sold Out 2020-03-31
HENDERSON GROUP PLC 0 98,811 Sold Out 2020-03-31
Liberty Capital Management, Inc. 0 8,730 Sold Out 2020-03-31
RENAISSANCE GROUP LLC 0 9,059 Sold Out 2020-03-31
DEARBORN PARTNERS LLC 0 5,121 Sold Out 2020-03-31
FIRST NATIONAL BANK OF OMAHA 0 6,586 Sold Out 2020-03-31
NOMURA ASSET MANAGEMENT CO LTD 0 26,100 Sold Out 2020-03-31
Welch Group, LLC 0 7,028 Sold Out 2020-03-31
BAHL & GAYNOR INC 0 37,452 Sold Out 2020-03-31
PECONIC PARTNERS LLC 0 600,000 Sold Out 2020-03-31
Perella Weinberg Partners Capital Management LP 0 71,151 Sold Out 2020-03-31
Grandfield & Dodd, LLC 0 5,465 Sold Out 2020-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 0 8,875 Sold Out 2020-03-31
Calamos Wealth Management LLC 0 11,630 Sold Out 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 4,880 Sold Out 2020-03-31
Budros, Ruhlin & Roe, Inc. 0 5,879 Sold Out 2020-03-31
ZEKE CAPITAL ADVISORS, LLC 0 5,459 Sold Out 2020-03-31
WMS Partners, LLC 0 27,645 Sold Out 2020-03-31
CSat Investment Advisory, L.P. 0 57,915 Sold Out 2020-03-31
Pathstone Family Office, LLC 0 59,624 Sold Out 2020-03-31
Clear Harbor Asset Management, LLC 0 97 Sold Out 2020-03-31
Accredited Investors Inc. 0 4,616 Sold Out 2020-03-31
Triangle Securities Wealth Management 0 7,486 Sold Out 2020-03-31
Hilton Capital Management, LLC 0 9,350 Sold Out 2020-03-31
SCBT FINANCIAL CORP 0 7,330 Sold Out 2020-03-31
Portfolio Solutions 0 5,575 Sold Out 2020-03-31
Annex Advisory Services, LLC 0 21,822 Sold Out 2020-03-31
Allianz Asset Management AG 0 2,411,416 Sold Out 2020-03-31
WRAPMANAGER INC 0 11,839 Sold Out 2020-03-31
Private Wealth Advisors, Inc. 0 11,969 Sold Out 2020-03-31
King Wealth Management Group, LLC 0 4,874 Sold Out 2020-03-31
INVESTMENT HOUSE LLC 0 11,000 Sold Out 2020-03-31
Horan Capital Advisors, LLC. 0 640 Sold Out 2020-03-31
BBK Capital Partners, LLC 0 4,581 Sold Out 2020-03-31
Grubman Wealth Management 0 10,040 Sold Out 2020-03-31
PEDDOCK CAPITAL ADVISORS, LLC 0 147 Sold Out 2020-03-31
GM Advisory Group, Inc. 0 8,162 Sold Out 2020-03-31
Tillar-Wenstrup Advisors, LLC 0 47,329 Sold Out 2020-03-31
Van Hulzen Asset Management, LLC 0 116,975 Sold Out 2020-03-31
Alpha Cubed Investments, LLC 0 6,603 Sold Out 2020-03-31
Lumbard Investment Counseling, LLC 0 73,379 Sold Out 2020-03-31
Kuntz Lesher Capital LLC 0 5,559 Sold Out 2020-03-31
Hikari Power Ltd 0 129,390 Sold Out 2020-03-31
Ironsides Asset Advisors, LLC 0 11,260 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 1,116 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 42,739 Sold Out 2020-03-31
Northstar Group, Inc. 0 13,474 Sold Out 2020-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 0 5,781 Sold Out 2020-03-31
Blue Chip Partners, Inc. 0 116,749 Sold Out 2020-03-31
USA Financial Portformulas Corp 0 4,227 Sold Out 2020-03-31
P-Solve LLC 0 30,679 Sold Out 2020-03-31
Gratus Capital LLC 0 8,028 Sold Out 2020-03-31
Sonora Investment Management, LLC 0 1,203 Sold Out 2020-03-31
NS Partners Ltd 0 44,837 Sold Out 2020-03-31
Proficio Capital Partners LLC 0 163,978 Sold Out 2020-03-31
Johanson Financial Advisors, Inc. 0 247,809 Sold Out 2020-03-31
Gerber Kawasaki Wealth & Investment Management 0 17,694 Sold Out 2020-03-31
Cribstone Capital Management, LLC 0 34 Sold Out 2020-03-31
RETIREMENT CAPITAL STRATEGIES 0 9,777 Sold Out 2020-03-31
Connecticut Wealth Management, LLC 0 8,089 Sold Out 2020-03-31
Corient Capital Partners, LLC 0 8,382 Sold Out 2020-03-31
WP Advisors, LLC 0 80,720 Sold Out 2020-03-31
Harvest Fund Management Co., Ltd 0 12,000 Sold Out 2020-03-31
Empirical Finance, LLC 0 40,903 Sold Out 2020-03-31
Covenant Asset Management, LLC 0 4,619 Sold Out 2020-03-31
LCNB CORP 0 5,705 Sold Out 2020-03-31
Independent Advisor Alliance 0 209,368 Sold Out 2020-03-31
Almanack Investment Partners, LLC. 0 6,524 Sold Out 2020-03-31
Ridgewood Investments LLC 0 5,070 Sold Out 2020-03-31
YorkBridge Wealth Partners, LLC 0 5,201 Sold Out 2020-03-31
Franklin, Parlapiano, Turner & Welch, LLC 0 5,840 Sold Out 2020-03-31
Ferris Capital, LLC 0 5,320 Sold Out 2020-03-31
Csenge Advisory Group 0 16,532 Sold Out 2020-03-31
KCS Wealth Advisory 0 4,596 Sold Out 2020-03-31
McCollum Christoferson Group LLC 0 5,000 Sold Out 2020-03-31
Fulcrum Capital LLC 0 11,882 Sold Out 2020-03-31
Monument Capital Management 0 7,976 Sold Out 2020-03-31
Sanctuary Wealth Management, L.L.C. 0 7,368 Sold Out 2020-03-31
Wealthstreet Investment Advisors, LLC 0 4,829 Sold Out 2020-03-31
Independence Bank of Kentucky 0 1,985 Sold Out 2020-03-31
DeDora Capital, Inc. 0 2,687 Sold Out 2020-03-31
Harborview Advisors, LLC 0 5,729 Sold Out 2020-03-31
Providence Capital Advisors, LLC 0 506 Sold Out 2020-03-31
Personal Resources Investment & Strategic Management, Inc. 0 6,621 Sold Out 2020-03-31
Oak Grove Capital LLC 0 5,000 Sold Out 2020-03-31
McMahon Financial Advisors, LLC 0 5,500 Sold Out 2020-03-31
All Terrain Financial Advisors, LLC 0 6,992 Sold Out 2020-03-31
Clearshares LLC 0 118,694 Sold Out 2020-03-31
DeGreen Capital Management LLC 0 490,542 Sold Out 2020-03-31
Slow Capital, Inc. 0 6,326 Sold Out 2020-03-31
Man Group plc 0 1,369,820 Sold Out 2020-03-31
McGuire Investment Group, LLC 0 96,766 Sold Out 2020-03-31
Bell Rock Capital LLC 0 28 Sold Out 2020-03-31
Personal Wealth Partners 0 3,343 Sold Out 2020-03-31
Apexium Financial, LP 0 5,465 Sold Out 2020-03-31
Apollon Wealth Management, LLC 0 12,784 Sold Out 2020-03-31
PRW Wealth Management LLC 0 12,000 Sold Out 2020-03-31
CYNOSURE MANAGEMENT, LLC 0 243,387 Sold Out 2020-03-31
Surevest Inc. 0 7,420 Sold Out 2020-03-31
Financial Insights, Inc. 0 4,917 Sold Out 2020-03-31
Pacific Edge Advisors, LLC 0 11,500 Sold Out 2020-03-31
LAKE STREET FINANCIAL LLC 0 10,017 Sold Out 2020-03-31
Prestige Wealth Management Group LLC 0 4,802 Sold Out 2020-03-31
CCG WEALTH MANAGEMENT, LLC 0 22,730 Sold Out 2020-03-31
Outlook Wealth Advisors, LLC 0 11,410 Sold Out 2020-03-31
Meridian Wealth Advisors, LLC 0 5,684 Sold Out 2020-03-31
HBW Advisory Services LLC 0 8,575 Sold Out 2020-03-31
Principle Wealth Partners LLC 0 36,396 Sold Out 2020-03-31
WT Wealth Management 0 9,466 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 65,317 Sold Out 2020-03-31
Bay Rivers Group 0 99,683 Sold Out 2020-03-31
SkyOak Wealt, LLC 0 73,934 Sold Out 2020-03-31
PBMares Wealth Management LLC 0 6,162 Sold Out 2020-03-31
HOWARD WEALTH MANAGEMENT, LLC 0 2,999 Sold Out 2020-03-31
Cardinal Strategic Wealth Guidance 0 6,065 Sold Out 2020-03-31
Minot Wealth Management LLC 0 6,025 Sold Out 2020-03-31
Lighthouse Financial Advisors, Inc. 0 191 Sold Out 2020-03-31
Secure Asset Management, LLC 0 18,258 Sold Out 2020-03-31
ISLAY CAPITAL MANAGEMENT, LLC 0 2,765 Sold Out 2020-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 0 9,483 Sold Out 2020-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 0 4,929 Sold Out 2020-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 500,000 Sold Out 2020-03-31
Adams Wealth Management 0 11,856 Sold Out 2020-03-31
Wealth Alliance 0 1,738 Sold Out 2020-03-31
Blue Zone Wealth Advisors, LLC 0 36,460 Sold Out 2020-03-31
Vigilare Wealth Management 0 10,276 Sold Out 2020-03-31
Argent Advisors, Inc. 0 556 Sold Out 2020-03-31
Lionsbridge Wealth Management LLC 0 365 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 5,560 Sold Out 2020-03-31
360 Financial, Inc. 0 12,067 Sold Out 2020-03-31
Sowa Financial Group, Inc. 0 401 Sold Out 2020-03-31
Pantheon Investment Group, LLC 0 15,000 Sold Out 2020-03-31
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