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STOCK TICKER:
VANGUARD EXT MKT IDX   (ticker: VXF)
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
ENVESTNET ASSET MANAGEMENT INC 4,166,764 4,162,987 0% 2020-06-30
Wealthfront Advisers LLC 2,782,589 2,772,580 0% 2020-06-30
MORGAN STANLEY 2,393,516 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 1,444,153 0 New Buy 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,175,672 1,182,399 1% 2020-06-30
SigFig Wealth Management, LLC 964,640 3,284 29,274% 2020-06-30
WELLS FARGO & CO/MN 953,064 787,078 21% 2020-06-30
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 723,000 723,000 No Change 2020-06-30
ROYAL BANK OF CANADA 711,959 0 New Buy 2020-06-30
UBS Group AG 703,395 848,103 17% 2020-06-30
CABANA LLC 675,159 0 New Buy 2020-06-30
US BANCORP DE 665,035 738,056 10% 2020-06-30
Foundations Investment Advisors, LLC 570,848 0 New Buy 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 528,810 511,370 3% 2020-06-30
AMERIPRISE FINANCIAL INC 523,439 0 New Buy 2020-06-30
FIFTH THIRD BANCORP 504,551 460,838 9% 2020-06-30
COLONY GROUP LLC 441,840 389,403 13% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 384,474 450,773 15% 2020-06-30
Voya Financial Advisors, Inc. 373,151 0 New Buy 2020-06-30
Stratos Wealth Partners, LTD. 358,024 336,654 6% 2020-06-30
Van Cleef Asset Management,Inc 348,131 0 New Buy 2020-06-30
Diversified Trust Co 334,516 322,854 4% 2020-06-30
FCG ADVISORS, LLC 331,214 331,542 0% 2020-06-30
LPL Financial CORP 291,504 292,302 0% 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 284,700 263,202 8% 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 276,381 289,756 5% 2020-06-30
BARCLAYS PLC 240,741 0 New Buy 2020-06-30
BROWN ADVISORY HOLDINGS INC 1,933 0 New Buy 2020-06-30
RAYMOND JAMES TRUST CO 217,748 208,065 5% 2020-06-30
Bridgeworth, LLC 207,502 182,523 14% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 206,257 216,218 5% 2020-06-30
RAYMOND JAMES & ASSOCIATES 196,151 232,889 16% 2020-06-30
CITIGROUP INC 195,850 135,526 45% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 4,673 4,673 No Change 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 191,753 167,551 14% 2020-06-30
Ancora Advisors, LLC 189,912 189,831 0% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 177,459 149,972 18% 2020-06-30
HighTower Advisors, LLC 163,856 175,124 6% 2020-06-30
Raymond James Financial Services Advisors, Inc. 158,956 184,418 14% 2020-06-30
Gleason Group, Inc. 151,493 0 New Buy 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 135,635 141,694 4% 2020-06-30
FC Advisory LLC 130,041 128,900 1% 2020-06-30
Ballentine, Finn & Company, Inc. 121,733 18,790 548% 2020-06-30
Blue Creek Investment Partners, LLC 117,218 77,704 51% 2020-06-30
Sunflower Bank, N.A. 114,633 0 New Buy 2020-06-30
New England Private Wealth Advisors LLC 109,872 123,311 11% 2020-06-30
Firestone Capital Management 109,575 112,160 2% 2020-06-30
Creative Planning 103,808 55,916 86% 2020-06-30
Beacon Pointe Advisors, LLC 102,843 98,705 4% 2020-06-30
Sontag Advisory, LLC 100,661 255,115 61% 2020-06-30
JANE STREET GROUP, LLC 100,526 43,962 129% 2020-06-30
Linscomb & Williams, Inc. 95,425 96,970 2% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 93,623 95,351 2% 2020-06-30
AdvicePeriod, LLC 93,153 81,676 14% 2020-06-30
Private Advisor Group, LLC 91,042 171,034 47% 2020-06-30
BESSEMER GROUP INC 86,812 115,060 25% 2020-06-30
Fiduciary Group LLC 85,533 89,366 4% 2020-06-30
CornerStone Partners LLC 74,548 74,548 No Change 2020-06-30
Bank of New York Mellon CORP 69,576 64,131 8% 2020-06-30
Segment Wealth Management, LLC 68,323 0 New Buy 2020-06-30
Valmark Advisers, Inc. 67,159 66,665 1% 2020-06-30
GOLDMAN SACHS GROUP INC 15,489 0 New Buy 2020-06-30
BLAIR WILLIAM & CO/IL 60,958 66,806 9% 2020-06-30
CENTAURUS FINANCIAL, INC. 60,658 64,626 6% 2020-06-30
Brio Consultants, LLC 60,191 59,122 2% 2020-06-30
BB&T CORP 58,930 0 New Buy 2020-06-30
Bartlett & Co. LLC 57,451 57,468 0% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 7,153 0 New Buy 2020-06-30
DAVIDSON D A & CO 56,132 55,252 2% 2020-06-30
AE Wealth Management LLC 54,416 28,968 88% 2020-06-30
Harfst & Associates, Inc. 49,540 124,544 60% 2020-06-30
Tower Research Capital LLC 48,421 0 New Buy 2020-06-30
Merriman Wealth Management, LLC 48,339 0 New Buy 2020-06-30
TD Capital Management LLC 46,537 46,586 0% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 45,295 49,339 8% 2020-06-30
Coastline Trust CO 45,105 41,110 10% 2020-06-30
PFG Financial Advisors 44,885 37,152 21% 2020-06-30
EP Wealth Advisors, Inc. 44,601 47,399 6% 2020-06-30
Kistler-Tiffany Companies, LLC 43,406 35,813 21% 2020-06-30
Pacific Center for Financial Services 43,222 0 New Buy 2020-06-30
Mutual Advisors, LLC 42,721 0 New Buy 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 42,601 43,621 2% 2020-06-30
OXFORD FINANCIAL GROUP LTD 42,517 42,877 1% 2020-06-30
MILLENNIUM MANAGEMENT LLC 40,000 0 New Buy 2020-06-30
Summit Wealth Group, LLC 3,556 39,743 91% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 38,058 0 New Buy 2020-06-30
ALLIANCEBERNSTEIN L.P. 37,907 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 2,074 0 New Buy 2020-06-30
First National Bank of South Miami 36,727 38,655 5% 2020-06-30
SOL Capital Management CO 36,453 37,706 3% 2020-06-30
North Star Investment Management Corp. 35,155 37,825 7% 2020-06-30
ARGI Investment Services, LLC 34,155 34,943 2% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 33,295 43,147 23% 2020-06-30
J P MORGAN CHASE & CO 32,790 49,211 33% 2020-06-30
Rainier Group Investment Advisory LLC 32,656 0 New Buy 2020-06-30
Personal Capital Advisors Corp 30,452 34,132 11% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 29,455 25,395 16% 2020-06-30
Security National Bank 29,382 30,007 2% 2020-06-30
Fundamentun, LLC 28,556 25,761 11% 2020-06-30
NorthRock Partners, LLC 27,716 0 New Buy 2020-06-30
Sawtooth Asset Management, Inc. 27,610 0 New Buy 2020-06-30
Fragasso Group Inc. 26,148 27,292 4% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 25,844 26,902 4% 2020-06-30
CHILTON CAPITAL MANAGEMENT LLC 25,552 0 New Buy 2020-06-30
BRINKER CAPITAL INC 25,400 38,123 33% 2020-06-30
OPPENHEIMER & CO INC 23,972 20,060 20% 2020-06-30
Strategic Financial Planning, Inc. 23,568 23,923 1% 2020-06-30
Clear Perspective Advisors, LLC 23,213 0 New Buy 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 23,050 12,751 81% 2020-06-30
Baker Ellis Asset Management LLC 22,336 22,386 0% 2020-06-30
Janney Montgomery Scott LLC 21,459 26,527 19% 2020-06-30
Carmichael Hill & Associates, Inc. 21,182 21,346 1% 2020-06-30
BOSTON FAMILY OFFICE LLC 21,111 16,884 25% 2020-06-30
Boston Standard Wealth Management, LLC 20,025 18,484 8% 2020-06-30
River Wealth Advisors LLC 20,025 19,983 0% 2020-06-30
Carroll Financial Associates, Inc. 19,991 23,225 14% 2020-06-30
BANK OF MONTREAL /CAN/ 19,989 31,989 38% 2020-06-30
Hartland & Co., LLC 19,793 19,984 1% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 19,673 19,183 3% 2020-06-30
Wealth Alliance 19,628 0 New Buy 2020-06-30
AMERITAS INVESTMENT CORP 19,532 21,219 8% 2020-06-30
Landmark Financial Advisors, LLC 19,326 14,559 33% 2020-06-30
Centerpoint Advisors, LLC 19,222 0 New Buy 2020-06-30
Ausdal Financial Partners, Inc. 19,134 24,147 21% 2020-06-30
Goss Wealth Management LLC 19,065 20,451 7% 2020-06-30
FMR LLC 4 0 New Buy 2020-06-30
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 18,511 18,511 No Change 2020-06-30
Baird Financial Group, Inc. 17,727 19,237 8% 2020-06-30
H D Vest Advisory Services 17,401 17,757 2% 2020-06-30
Global Financial Private Capital, LLC 17,348 19,160 9% 2020-06-30
Cetera Investment Advisers 17,324 11,311 53% 2020-06-30
Procyon Private Wealth Partners, LLC 17,088 0 New Buy 2020-06-30
Telos Capital Management, Inc. 16,899 16,646 2% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 16,650 16,761 1% 2020-06-30
Round Table Services, LLC 16,493 21,929 25% 2020-06-30
FIRST HAWAIIAN BANK 16,299 21,860 25% 2020-06-30
Multi-Financial Securities Corp 16,259 15,246 7% 2020-06-30
Accredited Investors Inc. 15,648 15,648 No Change 2020-06-30
CREDIT SUISSE/ 15,536 14,936 4% 2020-06-30
Balentine LLC 15,375 15,375 No Change 2020-06-30
Coyle Financial Counsel, Inc. 15,323 14,099 9% 2020-06-30
Southern Wealth Management, LLP 15,208 16,288 7% 2020-06-30
Starfire Investment Advisers, Inc. 14,925 14,444 3% 2020-06-30
Sigma Planning Corp 14,735 10,187 45% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 14,675 14,675 No Change 2020-06-30
Kohmann Bosshard Financial Services, LLC 14,323 12,944 11% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 14,286 12,359 16% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 14,214 9,492 50% 2020-06-30
Legacy Private Trust Co. 13,891 14,422 4% 2020-06-30
Petix & Botte Co 13,780 7,133 93% 2020-06-30
M&T BANK CORP 13,678 9,197 49% 2020-06-30
BANK OF HAWAII 13,534 12,379 9% 2020-06-30
Roundview Capital LLC 13,454 13,854 3% 2020-06-30
ARQ WEALTH ADVISORS, LLC 13,410 6,910 94% 2020-06-30
Merit Financial Group, LLC 13,362 15,383 13% 2020-06-30
Regal Investment Advisors, LLC 13,254 0 New Buy 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 13,122 12,851 2% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 12,731 0 New Buy 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12,374 12,223 1% 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 11,450 15,500 26% 2020-06-30
Hunter Associates inc. 11,429 0 New Buy 2020-06-30
Great Diamond Partners, LLC 11,176 11,695 4% 2020-06-30
RESTON WEALTH MANAGEMENT LLC 11,171 13,972 20% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 11,091 11,078 0% 2020-06-30
Susquehanna International Group, LLP 10,400 36,552 72% 2020-06-30
SCBT FINANCIAL CORP 10,202 10,402 2% 2020-06-30
National Asset Management, Inc. 3,089 12,175 75% 2020-06-30
Prospera Financial Services 9,832 0 New Buy 2020-06-30
PINNACLE ASSOCIATES LTD 9,635 9,410 2% 2020-06-30
BANK OF THE WEST 9,471 13,050 27% 2020-06-30
GFS Advisors, LLC 9,341 0 New Buy 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 9,185 9,360 2% 2020-06-30
Partnervest Advisory Services LLC 9,136 0 New Buy 2020-06-30
Argent Trust Co 8,989 10,119 11% 2020-06-30
DFPG INVESTMENTS, INC. 8,966 9,511 6% 2020-06-30
PROEQUITIES, INC. 8,929 9,378 5% 2020-06-30
QUADRANT CAPITAL GROUP LLC 8,867 0 New Buy 2020-06-30
Mathes Company, Inc. 8,550 8,550 No Change 2020-06-30
LINCOLN NATIONAL CORP 8,461 5,525 53% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 8,395 0 New Buy 2020-06-30
Valtinson Bruner Financial Planning LLC 8,297 0 New Buy 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 8,219 7,834 5% 2020-06-30
NORTHERN TRUST CORP 8,176 0 New Buy 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 7,889 8,007 1% 2020-06-30
WASHINGTON TRUST BANK 7,750 7,750 No Change 2020-06-30
Clarius Group, LLC 7,652 0 New Buy 2020-06-30
Global Strategic Investment Solutions, LLC 7,578 0 New Buy 2020-06-30
UMB BANK N A/MO 7,419 7,419 No Change 2020-06-30
Roble, Belko & Company, Inc 7,338 3,555 106% 2020-06-30
ALPINE WOODS CAPITAL INVESTORS, LLC 7,200 7,200 No Change 2020-06-30
Bull Street Advisors, LLC 6,994 8,044 13% 2020-06-30
SYNOVUS FINANCIAL CORP 6,803 7,866 14% 2020-06-30
AUA CAPITAL MANAGEMENT, LLC 6,781 10,058 33% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 6,715 0 New Buy 2020-06-30
Financial Network 6,482 8,081 20% 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 6,295 6,433 2% 2020-06-30
Blue Chip Partners, Inc. 6,066 6,724 10% 2020-06-30
Stokes Family Office, LLC 6,000 6,159 3% 2020-06-30
STEPHENS INC /AR/ 5,964 5,964 No Change 2020-06-30
Strategic Wealth Partners Group LLC 5,942 5,942 No Change 2020-06-30
Integrated Wealth Concepts LLC 5,852 5,852 No Change 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 5,841 6,648 12% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 5,833 8,313 30% 2020-06-30
DOWLING & YAHNKE INC 5,821 4,861 20% 2020-06-30
Ambassador Advisors, LLC 5,703 15,895 64% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 5,695 4,570 25% 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 5,518 0 New Buy 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 5,389 6,344 15% 2020-06-30
HBW Advisory Services LLC 5,339 0 New Buy 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 5,336 4,682 14% 2020-06-30
Grant Street Asset Management, Inc. 5,285 0 New Buy 2020-06-30
Spearhead Capital Advisors, LLC 5,262 7,092 26% 2020-06-30
Barber Financial Group, Inc. 5,144 0 New Buy 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 5,035 5,035 No Change 2020-06-30
Private Capital Group, LLC 4,899 4,870 1% 2020-06-30
CWM, LLC 4,703 5,737 18% 2020-06-30
Venture Visionary Partners LLC 4,663 5,866 21% 2020-06-30
FIRST MERCHANTS CORP 4,630 4,733 2% 2020-06-30
SAGE RHINO CAPITAL LLC 4,623 3,323 39% 2020-06-30
Rockefeller Capital Management L.P. 4,567 259 1,663% 2020-06-30
FIERA SCEPTRE INC. 4,533 6,925 35% 2020-06-30
PARK NATIONAL CORP /OH/ 4,400 0 New Buy 2020-06-30
SCHMEIDLER A R & CO INC 4,325 0 New Buy 2020-06-30
Crewe Advisors LLC 4,207 23 18,191% 2020-06-30
First Heartland Consultants, Inc. 4,116 3,259 26% 2020-06-30
Koshinski Asset Management, Inc. 4,107 4,075 1% 2020-06-30
NEXT Financial Group, Inc 3,916 5,397 27% 2020-06-30
PEOPLES FINANCIAL SERVICES CORP. 3,900 3,900 No Change 2020-06-30
Northwest Capital Management Inc 3,804 3,786 0% 2020-06-30
AYRSHIRE ASSOCIATES INC 3,803 4,350 13% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 3,787 3,023 25% 2020-06-30
Homrich & Berg 3,766 3,766 No Change 2020-06-30
CWA Asset Management Group, LLC 3,742 0 New Buy 2020-06-30
Advisory Services Network, LLC 3,703 0 New Buy 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 3,687 6,110 40% 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,676 3,676 No Change 2020-06-30
F3Logic, LLC 3,644 3,865 6% 2020-06-30
Wela Strategies, LLC 3,626 3,569 2% 2020-06-30
GLENMEDE TRUST CO NA 3,605 4,075 12% 2020-06-30
Sugarloaf Wealth Management, LLC 3,557 6,358 44% 2020-06-30
MorganRosel Wealth Management, LLC 3,509 2,988 17% 2020-06-30
SPINNAKER TRUST 3,503 3,503 No Change 2020-06-30
Rathbone Brothers plc 3,490 3,990 13% 2020-06-30
Yale Capital CORP 3,365 3,365 No Change 2020-06-30
PENN CAPITAL MANAGEMENT CO INC 3,350 10,255 67% 2020-06-30
Klingman & Associates, LLC 3,250 3,600 10% 2020-06-30
Narwhal Capital Management 3,218 3,218 No Change 2020-06-30
Strategic Investment Advisors / MI 3,147 2,692 17% 2020-06-30
Kovack Advisors, Inc. 3,080 3,381 9% 2020-06-30
Vista Wealth Management Group, LLC 3,047 3,047 No Change 2020-06-30
SCHMIDT P J INVESTMENT MANAGEMENT INC 3,000 3,000 No Change 2020-06-30
Maryland Capital Management, LLC 3,000 0 New Buy 2020-06-30
Jacobi Capital Management LLC 3,000 2,737 10% 2020-06-30
LPWM LLC 2,990 2,990 No Change 2020-06-30
Western Wealth Management, LLC 2,986 0 New Buy 2020-06-30
Alpha Omega Wealth Management LLC 2,913 3,239 10% 2020-06-30
GREEN SQUARE CAPITAL MANAGEMENT LLC 2,906 2,906 No Change 2020-06-30
WEDBUSH MORGAN SECURITIES INC 2,885 2,985 3% 2020-06-30
CWS Financial Advisors, LLC 2,885 2,312 25% 2020-06-30
Csenge Advisory Group 2,871 4,197 32% 2020-06-30
Trellis Advisors, LLC 2,847 2,489 14% 2020-06-30
Equitable Holdings, Inc. 2,836 0 New Buy 2020-06-30
King Wealth Management Group, LLC 2,834 2,834 No Change 2020-06-30
Global Trust Asset Management, LLC 2,800 0 New Buy 2020-06-30
FIRST NATIONAL BANK SIOUX FALLS 2,790 2,340 19% 2020-06-30
HOWARD FINANCIAL SERVICES, LTD. 2,714 0 New Buy 2020-06-30
Beacon Harbor Wealth Advisors, Inc. 2,708 127,880 98% 2020-06-30
Grubman Wealth Management 2,701 2,701 No Change 2020-06-30
EARNEST PARTNERS LLC 2,621 5,081 48% 2020-06-30
LEE DANNER & BASS INC 2,554 2,554 No Change 2020-06-30
Minot Wealth Management LLC 2,550 2,550 No Change 2020-06-30
Windham Capital Management, LLC 2,500 2,500 No Change 2020-06-30
NORTHWEST INVESTMENT COUNSELORS, LLC 2,482 2,482 No Change 2020-06-30
Prime Capital Investment Advisors, LLC 2,452 0 New Buy 2020-06-30
Cardan Capital Partners, LLC 2,446 2,446 No Change 2020-06-30
DIVERGENT WEALTH ADVISORS, LLC 2,380 2,380 No Change 2020-06-30
Joel Isaacson & Co., LLC 2,349 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 2,309 4,656 50% 2020-06-30
Rikoon Group, LLC 2,296 2,296 No Change 2020-06-30
Savant Capital Management Inc 2,258 0 New Buy 2020-06-30
EPIQ Capital Group, LLC 2,257 2,257 No Change 2020-06-30
Busey Trust CO 2,243 3,293 32% 2020-06-30
Northstar Group, Inc. 2,240 2,340 4% 2020-06-30
First National Bank of Mount Dora, Trust Investment Services 2,228 2,228 No Change 2020-06-30
Paracle Advisors, LLC 2,224 2,224 No Change 2020-06-30
AMG National Trust Bank 2,186 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 2,177 2,177 No Change 2020-06-30
Strategic Wealth Partners, Ltd. 2,157 5,379 60% 2020-06-30
CAPROCK Group, Inc. 2,154 0 New Buy 2020-06-30
Spears Abacus Advisors LLC 2,130 0 New Buy 2020-06-30
Wellspring Financial Advisors, LLC 2,123 0 New Buy 2020-06-30
WHITTIER TRUST CO 2,080 2,536 18% 2020-06-30
Belpointe Asset Management LLC 2,066 0 New Buy 2020-06-30
Global Retirement Partners, LLC 2,021 1,994 1% 2020-06-30
Garde Capital, Inc. 2,000 0 New Buy 2020-06-30
Wealth Architects, LLC 1,922 0 New Buy 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1,913 0 New Buy 2020-06-30
COZAD ASSET MANAGEMENT INC 1,900 0 New Buy 2020-06-30
Evanson Asset Management, LLC 1,863 0 New Buy 2020-06-30
Castle Rock Wealth Management, LLC 1,841 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 1,838 1,838 No Change 2020-06-30
QCI ASSET MANAGEMENT INC/NY 1,828 1,828 No Change 2020-06-30
Concorde Asset Management, LLC 1,808 0 New Buy 2020-06-30
Visionary Wealth Advisors 1,808 0 New Buy 2020-06-30
Renaissance Technologies(Jim Simons) 1,800 3,200 44% 2020-06-30
TrinityPoint Wealth, LLC 1,796 0 New Buy 2020-06-30
Adviser Investments LLC 1,787 0 New Buy 2020-06-30
B & T Capital Management DBA Alpha Capital Management 1,769 0 New Buy 2020-06-30
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,748 0 New Buy 2020-06-30
Keystone Financial Group 1,743 2,057 15% 2020-06-30
Montecito Bank & Trust 1,732 0 New Buy 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 1,713 1,713 No Change 2020-06-30
Pensionmark Financial Group, LLC 1,712 0 New Buy 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 1,705 0 New Buy 2020-06-30
Sheaff Brock Investment Advisors, LLC 1,700 0 New Buy 2020-06-30
MPS Loria Financial Planners, LLC 1,688 0 New Buy 2020-06-30
Glassman Wealth Services 1,663 1,953 15% 2020-06-30
MCF Advisors LLC 1,550 1,550 No Change 2020-06-30
Cutler Group LP 400 1,700 76% 2020-06-30
Sterling Investment Advisors, Ltd. 1,450 1,450 No Change 2020-06-30
Hoover Financial Advisors, Inc. 1,390 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 1,379 1,379 No Change 2020-06-30
Capital Investment Advisory Services, LLC 1,357 2,506 46% 2020-06-30
Orion Portfolio Solutions, LLC 1,262 0 New Buy 2020-06-30
FRANKLIN RESOURCES INC 1,163 0 New Buy 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 1,113 1,113 No Change 2020-06-30
Litman Gregory Asset Management LLC 1,103 1,103 No Change 2020-06-30
S.A. Mason LLC 1,065 1,065 No Change 2020-06-30
Red Door Wealth Management, LLC 1,045 1,045 No Change 2020-06-30
Affiance Financial, LLC 1,015 1,015 No Change 2020-06-30
Tortoise Investment Management, LLC 885 885 No Change 2020-06-30
Aspire Private Capital, LLC 724 805 10% 2020-06-30
AdvisorNet Financial, Inc 723 777 7% 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 700 1,002 30% 2020-06-30
CVA Family Office, LLC 690 690 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 582 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 557 0 New Buy 2020-06-30
FIRST MANHATTAN CO 522 522 No Change 2020-06-30
Eudaimonia Partners, LLC 508 508 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 505 589 14% 2020-06-30
TSFG, LLC 495 495 No Change 2020-06-30
IFP Advisors, Inc 494 496 0% 2020-06-30
SRS Capital Advisors, Inc. 478 0 New Buy 2020-06-30
Sandy Spring Bank 458 458 No Change 2020-06-30
Perennial Advisors, LLC 454 1,951 77% 2020-06-30
UNIONBANCAL CORP 429 911 53% 2020-06-30
Capital Asset Advisory Services LLC 428 403 6% 2020-06-30
Ironwood Wealth Management, llc 400 400 No Change 2020-06-30
Community Bank, N.A. 395 0 New Buy 2020-06-30
SIGNATUREFD, LLC 363 1,017 64% 2020-06-30
McIlrath & Eck, LLC 347 0 New Buy 2020-06-30
Focused Wealth Management, Inc 338 338 No Change 2020-06-30
Asset Advisors Investment Management, LLC 337 0 New Buy 2020-06-30
Selective Wealth Management 313 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 300 0 New Buy 2020-06-30
MOTCO 300 300 No Change 2020-06-30
Winslow, Evans & Crocker, Inc. 290 580 50% 2020-06-30
JNBA Financial Advisors 287 301 5% 2020-06-30
Filbrandt Wealth Management, LLC 286 0 New Buy 2020-06-30
First PREMIER Bank 270 0 New Buy 2020-06-30
Brand Asset Management Group, Inc. 270 0 New Buy 2020-06-30
Oakworth Capital, Inc. 263 263 No Change 2020-06-30
Pinnacle Bank 259 259 No Change 2020-06-30
TRUE Private Wealth Advisors 258 258 No Change 2020-06-30
Canton Hathaway, LLC 248 248 No Change 2020-06-30
Gradient Investments LLC 215 215 No Change 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 200 200 No Change 2020-06-30
Weaver Consulting Group 200 200 No Change 2020-06-30
Pacitti Group Inc. 200 8 2,400% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 192 192 No Change 2020-06-30
GANNETT WELSH & KOTLER 183 1,468 88% 2020-06-30
Cascade Investment Advisors, Inc. 183 183 No Change 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 175 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 172 0 New Buy 2020-06-30
SALEM INVESTMENT COUNSELORS INC 149 0 New Buy 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 146 138 6% 2020-06-30
Disciplined Investments, LLC 133 133 No Change 2020-06-30
Parallel Advisors, LLC 131 75 75% 2020-06-30
Lehman & Derafelo Financial Resources LLC 127 127 No Change 2020-06-30
Valeo Financial Advisors, LLC 121 121 No Change 2020-06-30
PrairieView Partners, LLC 103 103 No Change 2020-06-30
Clearbridge Advisors, LLC 102 0 New Buy 2020-06-30
AllSquare Wealth Management LLC 96 96 No Change 2020-06-30
Independence Advisors, LLC 85 85 No Change 2020-06-30
Larson Financial Group LLC 75 75 No Change 2020-06-30
M&R CAPITAL MANAGEMENT INC 70 70 No Change 2020-06-30
Patriot Investment Management Inc. 65 0 New Buy 2020-06-30
Hanson McClain, Inc. 59 26 127% 2020-06-30
Parkside Financial Bank & Trust 52 52 No Change 2020-06-30
Braun-Bostich & Associates Inc. 46 0 New Buy 2020-06-30
Horan Securities, Inc. 42 42 No Change 2020-06-30
Arkadios Wealth Advisors 40 0 New Buy 2020-06-30
Ellis Investment Partners, LLC 38 38 No Change 2020-06-30
Emerald Investment Partners, LLC 36 36 No Change 2020-06-30
Capital Analysts, Inc. 25 0 New Buy 2020-06-30
McMahon Financial Advisors, LLC 23 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 22 22 No Change 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 17 0 New Buy 2020-06-30
Archer Investment Corp 15 10 50% 2020-06-30
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 13 0 New Buy 2020-06-30
JJJ Advisors Inc. 10 10 No Change 2020-06-30
MEEDER ASSET MANAGEMENT INC 0 715 Sold Out 2020-06-30
RIVERBRIDGE PARTNERS LLC 0 10,387 Sold Out 2020-06-30
CABOT MONEY MANAGEMENT INC 0 48,940 Sold Out 2020-06-30
CAMBIAR INVESTORS LLC 0 6,792 Sold Out 2020-06-30
OAK RIDGE INVESTMENTS LLC 0 6,812 Sold Out 2020-06-30
LONDON CO OF VIRGINIA 0 2,082 Sold Out 2020-06-30
WEBSTER BANK, N. A. 0 82 Sold Out 2020-06-30
TWIN CAPITAL MANAGEMENT INC 0 39,290 Sold Out 2020-06-30
World Asset Management Inc 0 6,486 Sold Out 2020-06-30
ATLANTA CAPITAL MANAGEMENT CO L L C 0 3,550 Sold Out 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 0 3,607 Sold Out 2020-06-30
New England Investment & Retirement Group, Inc. 0 27 Sold Out 2020-06-30
BTIM Corp. 0 57,950 Sold Out 2020-06-30
Advisory Alpha, LLC 0 110 Sold Out 2020-06-30
Lakeview Capital Partners, LLC 0 318 Sold Out 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 0 11 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 245 Sold Out 2020-06-30
Wealthcare Advisory Partners LLC 0 1,301 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 3,373 Sold Out 2020-06-30
Bogart Wealth, LLC 0 150 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 630 Sold Out 2020-06-30
DiMeo Schneider & Associates, L.L.C. 0 5,221 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 1,161 Sold Out 2020-06-30
9258 Wealth Management, LLC 0 2,463 Sold Out 2020-06-30
CCG WEALTH MANAGEMENT, LLC 0 3,620 Sold Out 2020-06-30
Retirement Network 0 289 Sold Out 2020-06-30
Secure Asset Management, LLC 0 4,738 Sold Out 2020-06-30
Key FInancial Inc 0 69 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 1,409 Sold Out 2020-06-30
Wealth Quarterback LLC 0 129 Sold Out 2020-06-30
Apella Capital, LLC 0 2,640 Sold Out 2020-06-30
Curtis Advisory Group, LLC 147,813 143,688 3% 2020-03-31
Strategic Wealth Advisors Group,Inc. 41,308 44,082 6% 2020-03-31
Atlantic Trust Group, LLC 39,530 62,774 37% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 2,322 2,719 15% 2020-03-31
MML INVESTORS SERVICES, LLC 34,857 32,029 9% 2020-03-31
DEUTSCHE BANK AG 20,205 14,903 36% 2020-03-31
RDA Financial Network 16,345 15,201 8% 2020-03-31
Steward Partners Investment Advisory, LLC 3,922 4,664 16% 2020-03-31
BOYS ARNOLD & CO INC 3,386 5,976 43% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 1,077 777 39% 2020-03-31
Golden State Wealth Management, LLC 749 0 New Buy 2020-03-31
Center for Financial Planning, Inc. 248 248 No Change 2020-03-31
Manchester Capital Management LLC 8 0 New Buy 2020-03-31
EASTERN BANK 0 1,700 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 3,236 Sold Out 2020-03-31
PagnatoKarp Partners LLC 0 4,813 Sold Out 2020-03-31
Relyea Zuckerberg Hanson LLC 0 9,515 Sold Out 2020-03-31
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