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STOCK TICKER:
ISHARES GS $ INVESTO   (ticker: LQD)
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
FEDERAL RESERVE BANK OF NEW YORK 17,860,663 17,860,663 No Change 2021-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 15,596,962 14,742,559 6% 2021-03-31
Susquehanna International Group, LLP 14,985,331 6,393,533 134% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 12,821,516 3,318,583 286% 2021-03-31
MEIJI YASUDA LIFE INSURANCE CO 11,002,000 13,507,000 19% 2021-03-31
Allianz Investment Management U.S. LLC 9,544,604 0 New Buy 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 8,340,176 16,484,853 49% 2021-03-31
WESTERN ASSET MANAGEMENT CO 7,703,150 8,027,139 4% 2021-03-31
WELLS FARGO & CO/MN 7,482,003 6,082,649 23% 2021-03-31
Financial Engines Advisors L.L.C. 6,111,099 5,749,539 6% 2021-03-31
PRUDENTIAL FINANCIAL INC 4,649,695 5,210,602 11% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 24,560 147,649 83% 2021-03-31
Wealthfront Advisers LLC 3,828,668 3,653,279 5% 2021-03-31
UBS Group AG 13,303 17,901,915 100% 2021-03-31
National Mutual Insurance Federation of Agricultural Cooperatives 3,422,400 3,778,400 9% 2021-03-31
Personal Capital Advisors Corp 3,025,342 2,596,711 17% 2021-03-31
LPL Financial CORP 2,637,057 4,083,834 35% 2021-03-31
STATE TREASURER STATE OF MICHIGAN 2,553,900 1,970,500 30% 2021-03-31
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 2,493,892 2,905,192 14% 2021-03-31
USS Investment Management Ltd 2,387,500 2,387,500 No Change 2021-03-31
American Family Insurance Mutual Holding Co 2,078,600 1,303,600 59% 2021-03-31
NORTHERN TRUST CORP 1,921,499 1,993,294 4% 2021-03-31
JEFFERIES GROUP INC /DE/ 1,716,629 0 New Buy 2021-03-31
PRUDENTIAL CORP PLC 1,686,749 1,625,646 4% 2021-03-31
Soros Fund Management LLC(George Soros) 1,586,081 0 New Buy 2021-03-31
GUARDIAN LIFE INSURANCE CO OF AMERICA 1,555,000 0 New Buy 2021-03-31
Valmark Advisers, Inc. 1,535,467 1,443,494 6% 2021-03-31
MACKENZIE FINANCIAL CORP 1,361,000 1,741,600 22% 2021-03-31
Janney Montgomery Scott LLC 1,279,698 1,941,878 34% 2021-03-31
PANAGORA ASSET MANAGEMENT INC 1,141,379 1,169,554 2% 2021-03-31
Bridgewater Associates, Inc.(Raymond Dalio) 1,097,379 1,101,203 0% 2021-03-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1,083,081 1,076,331 1% 2021-03-31
Voya Financial Advisors, Inc. 1,018,723 899,544 13% 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 907,650 4,350,000 79% 2021-03-31
STATE OF WISCONSIN INVESTMENT BOARD 966,660 798,600 21% 2021-03-31
People's United Financial, Inc. 957,645 635,407 51% 2021-03-31
EXCHANGE TRADED CONCEPTS, LLC 844,086 786,066 7% 2021-03-31
COWEN AND COMPANY, LLC 825,000 825,000 No Change 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 791,204 686,141 15% 2021-03-31
RAYMOND JAMES & ASSOCIATES 776,676 873,717 11% 2021-03-31
FMR LLC 25 29 14% 2021-03-31
Varma Mutual Pension Insurance Co 771,840 771,840 No Change 2021-03-31
GENWORTH FINANCIAL INC 750,000 1,750,000 57% 2021-03-31
ING INVESTMENT MANAGEMENT LLC 686,890 299,712 129% 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 641,554 618,324 4% 2021-03-31
STIFEL FINANCIAL CORP 594 1,241 52% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 634,746 726,095 13% 2021-03-31
Mitsubishi UFJ Trust & Banking Corp 618,415 3,054,575 80% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 571,997 562,101 2% 2021-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 567,916 569,596 0% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 540,079 558,025 3% 2021-03-31
Cutler Group LP 239,700 421,600 43% 2021-03-31
BANK OF NOVA SCOTIA / 520,198 2,289,542 77% 2021-03-31
J P MORGAN CHASE & CO 475,944 3,599,647 87% 2021-03-31
COUNTRY TRUST BANK 446,850 179,600 149% 2021-03-31
NYL Investors LLC 444,510 449,310 1% 2021-03-31
Integrated Wealth Concepts LLC 410,644 324,519 27% 2021-03-31
Mirae Asset Global Investments Co., Ltd. 383,222 516,884 26% 2021-03-31
Foundations Investment Advisors, LLC 371,289 134,536 176% 2021-03-31
MML INVESTORS SERVICES, LLC 358,061 697,210 49% 2021-03-31
Raymond James Financial Services Advisors, Inc. 308,547 490,717 37% 2021-03-31
US BANCORP DE 307,253 389,123 21% 2021-03-31
HUNTINGTON NATIONAL BANK 299,408 305,307 2% 2021-03-31
GOLUB GROUP LLC 299,294 274,182 9% 2021-03-31
Sigma Planning Corp 297,128 388,982 24% 2021-03-31
WestEnd Advisors, LLC 295,474 220,302 34% 2021-03-31
IndexIQ Advisors LLC 285,697 333,345 14% 2021-03-31
HSBC HOLDINGS PLC 268,213 1,020,891 74% 2021-03-31
GLUSKIN SHEFF & ASSOC INC 259,326 0 New Buy 2021-03-31
McKinley Carter Wealth Services, Inc. 258,112 0 New Buy 2021-03-31
Mitsubishi UFJ Asset Management Co., Ltd. 245,066 284,099 14% 2021-03-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 242,350 262,460 8% 2021-03-31
Intelligence Driven Advisers, LLC 240,183 266 90,194% 2021-03-31
SCOTIA CAPITAL INC. 230,141 300,319 23% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 219,124 261,457 16% 2021-03-31
ZACKS INVESTMENT MANAGEMENT 203,121 203,283 0% 2021-03-31
ING GROEP NV 200,000 220,000 9% 2021-03-31
MEMBERS CAPITAL ADVISORS INC 197,330 109,000 81% 2021-03-31
SimpliFi, Inc. 193,455 190,429 2% 2021-03-31
Mechanics Bank Trust Department 192,836 49,096 293% 2021-03-31
Red Wave Investments LLC 190,653 168,567 13% 2021-03-31
Insight Wealth Strategies, LLC 187,506 212,245 12% 2021-03-31
Kestra Advisory Services, LLC 181,764 200,327 9% 2021-03-31
PIERSHALE FINANCIAL GROUP, INC. 179,959 6,086 2,857% 2021-03-31
Full Sail Capital, LLC 177,302 183,440 3% 2021-03-31
Korea Investment CORP 175,000 175,000 No Change 2021-03-31
FIRST AMERICAN TRUST CO 172,904 172,683 0% 2021-03-31
Fulton Breakefield Broenniman LLC 170,187 142,292 20% 2021-03-31
HighTower Advisors, LLC 169,770 251,496 32% 2021-03-31
Steel Peak Wealth Management LLC 168,981 20,562 722% 2021-03-31
ARGI Investment Services, LLC 166,670 0 New Buy 2021-03-31
Flaharty Asset Management, LLC 166,622 149,349 12% 2021-03-31
Susquehanna International Group Ltd. 161,387 5,000 3,128% 2021-03-31
AE Wealth Management LLC 157,537 230,707 32% 2021-03-31
WADE G W & INC 156,873 159,280 2% 2021-03-31
WELCH & FORBES LLC 154,565 154,314 0% 2021-03-31
Facet Wealth, Inc. 154,262 0 New Buy 2021-03-31
High Falls Advisors, Inc 151,814 170,522 11% 2021-03-31
Brookstone Capital Management 149,530 224,319 33% 2021-03-31
Private Advisor Group, LLC 126,872 0 New Buy 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 32,581 0 New Buy 2021-03-31
Chesapeake Wealth Management 142,727 135,719 5% 2021-03-31
Wela Strategies, LLC 139,121 134,647 3% 2021-03-31
MOULTON WEALTH MANAGEMENT, INC 138,781 230,703 40% 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 131,259 9,377 1,300% 2021-03-31
55I, LLC 130,645 298,540 56% 2021-03-31
IFP Advisors, Inc 127,868 160,736 20% 2021-03-31
AMERICAN INTERNATIONAL GROUP INC 126,800 126,800 No Change 2021-03-31
Iron Horse Wealth Management, LLC 121,403 110,740 10% 2021-03-31
Venturi Wealth Management, LLC 119,089 22,029 441% 2021-03-31
PROTECTIVE LIFE CORP 115,805 115,805 No Change 2021-03-31
Parallel Advisors, LLC 108,863 121,026 10% 2021-03-31
Regal Investment Advisors, LLC 107,775 145,189 26% 2021-03-31
GUGGENHEIM CAPITAL LLC 103,892 8,250,625 99% 2021-03-31
Van Hulzen Asset Management, LLC 103,038 85,684 20% 2021-03-31
BLB&B Advisors, LLC 101,081 93,553 8% 2021-03-31
Daiwa Securities Group Inc. 100,900 86,700 16% 2021-03-31
Goss Wealth Management LLC 100,715 231,684 57% 2021-03-31
HawsGoodwin Investment Management LLC 100,105 162,674 38% 2021-03-31
Interactive Financial Advisors 0 107,464 Sold Out 2021-03-31
AMJ Financial Wealth Management 97,925 80,435 22% 2021-03-31
Trilogy Capital Inc. 97,798 117,903 17% 2021-03-31
Hudock Moyer Wealth Resources, LLC 97,298 85,319 14% 2021-03-31
CHARTER TRUST CO 94,398 82,743 14% 2021-03-31
Money Design Co.,Ltd. 93,469 83,921 11% 2021-03-31
True Link Financial Advisors, LLC 0 71,281 Sold Out 2021-03-31
McMahon Financial Advisors, LLC 92,313 0 New Buy 2021-03-31
Spotlight Asset Group, Inc. 91,756 98,451 7% 2021-03-31
ADVANTUS CAPITAL MANAGEMENT INC 90,000 90,000 No Change 2021-03-31
Twele Capital Management, Inc. 89,858 88,669 1% 2021-03-31
Veritable, L.P. 89,302 59,750 49% 2021-03-31
Insight Wealth Partners, LLC 89,022 75,122 19% 2021-03-31
Qube Research & Technologies Ltd 88,494 0 New Buy 2021-03-31
Vision Capital Management, Inc. 88,374 83,000 6% 2021-03-31
Walleye Trading LLC 88,044 209,000 58% 2021-03-31
Hudson Capital Management LLC 85,814 101,481 15% 2021-03-31
STEPHENS INC /AR/ 85,706 44,824 91% 2021-03-31
Stone House Investment Management, LLC 84,402 84,402 No Change 2021-03-31
Regal Wealth Group, Inc. 82,627 81,054 2% 2021-03-31
SYNOVUS FINANCIAL CORP 82,618 98,212 16% 2021-03-31
GeoWealth Management, LLC 81,715 58,559 40% 2021-03-31
FLC Capital Advisors 80,965 102,468 21% 2021-03-31
TD ASSET MANAGEMENT INC 80,210 39,665 102% 2021-03-31
WESBANCO BANK INC 79,937 0 New Buy 2021-03-31
Astor Investment Management LLC 78,818 80,260 2% 2021-03-31
Cypress Wealth Services, LLC 77,426 82,539 6% 2021-03-31
Tri-Star Advisors Inc. 75,169 149,946 50% 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 74,476 77,441 4% 2021-03-31
PROEQUITIES, INC. 74,345 170,544 56% 2021-03-31
Creative Planning 0 8,000 Sold Out 2021-03-31
Strategic Wealth Advisors Group,Inc. 72,067 116,121 38% 2021-03-31
VIEWPOINT INVESTMENT PARTNERS CORP 70,372 100,562 30% 2021-03-31
FIRST TRUST ADVISORS LP 68,238 72,555 6% 2021-03-31
Capital Financial Planning, LLC 68,053 68,725 1% 2021-03-31
BANK HAPOALIM BM 67,568 63,490 6% 2021-03-31
Miracle Mile Advisors, LLC 66,551 62,537 6% 2021-03-31
HMS Capital Management, LLC 65,742 84,180 22% 2021-03-31
National Asset Management, Inc. 65,187 88,880 27% 2021-03-31
Capital Investment Advisors, LLC 64,412 67,171 4% 2021-03-31
Stonehage Fleming Financial Services Holdings Ltd 64,088 58,578 9% 2021-03-31
WELLINGTON MANAGEMENT CO LLP 63,800 42,800 49% 2021-03-31
PAX Financial Group, LLC 63,580 142,871 55% 2021-03-31
FRANKLIN RESOURCES INC 63,027 81,671 23% 2021-03-31
Pacific Wealth Management 62,805 0 New Buy 2021-03-31
Sumitomo Mitsui Trust Holdings, Inc. 62,803 64,807 3% 2021-03-31
Ifrah Financial Services, Inc. 62,308 64,887 4% 2021-03-31
FIFTH THIRD BANCORP 61,556 62,175 1% 2021-03-31
CWM, LLC 61,208 99,132 38% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 60,974 61,509 1% 2021-03-31
Sharkey, Howes & Javer 59,660 121,576 51% 2021-03-31
Csenge Advisory Group 58,376 75,732 23% 2021-03-31
Cypress Capital Group 58,313 55,567 5% 2021-03-31
Karp Capital Management Corp 58,059 51,689 12% 2021-03-31
TEWKSBURY CAPITAL MANAGEMENT LTD 57,900 0 New Buy 2021-03-31
Rockefeller Capital Management L.P. 56,698 47,033 21% 2021-03-31
Gilbert & Cook, Inc. 56,205 43,606 29% 2021-03-31
CX Institutional 55,885 49,782 12% 2021-03-31
Stratos Wealth Partners, LTD. 55,852 57,152 2% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 55,430 88,813 38% 2021-03-31
Towercrest Capital Management 54,546 51,560 6% 2021-03-31
Bernardo Wealth Planning LLC 54,515 55,152 1% 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 54,377 53,513 2% 2021-03-31
OPPENHEIMER & CO INC 53,677 112,635 52% 2021-03-31
Williams Financial, LLC 52,442 73,756 29% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 52,292 3,028 1,627% 2021-03-31
Silverleafe Capital Partners, LLC 50,980 50,182 2% 2021-03-31
Strategic Investment Advisors / MI 50,448 66,660 24% 2021-03-31
Mutual Advisors, LLC 50,174 63,201 21% 2021-03-31
USCA RIA LLC 49,870 40,688 23% 2021-03-31
Spectrum Asset Management, Inc. (NB/CA) 49,390 79,011 37% 2021-03-31
Riggs Asset Managment Co. Inc. 49,232 81,785 40% 2021-03-31
COMMERCE BANK N A/MO 48,876 33,444 46% 2021-03-31
PFG Advisors 48,574 47,510 2% 2021-03-31
Day & Ennis, LLC 48,384 49,694 3% 2021-03-31
NWAM LLC 47,628 74,010 36% 2021-03-31
E&G Advisors, LP 47,509 49,405 4% 2021-03-31
Financial Advocates Investment Management 47,356 32,125 47% 2021-03-31
AdvicePeriod, LLC 46,957 51,078 8% 2021-03-31
Burns Wealth Management, Inc. 1,932 40,253 95% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 46,456 45,513 2% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 45,908 41,639 10% 2021-03-31
Wunderlich Capital Managemnt 45,837 45,353 1% 2021-03-31
Emerald Advisors, LLC 45,491 43,243 5% 2021-03-31
Stratos Wealth Advisors, LLC 45,020 16,222 178% 2021-03-31
First National Bank of South Miami 44,494 37,165 20% 2021-03-31
DUNCKER STREETT & CO INC 44,166 44,765 1% 2021-03-31
NEXT Financial Group, Inc 9,627 22,225 57% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 43,619 52,454 17% 2021-03-31
MA Private Wealth 43,385 100,084 57% 2021-03-31
Mariner Wealth Advisors, LLC 43,272 124,915 65% 2021-03-31
Maryland Capital Management, LLC 0 38,915 Sold Out 2021-03-31
Outlook Wealth Advisors, LLC 42,870 54,352 21% 2021-03-31
Traynor Capital Management, Inc. 42,204 39,420 7% 2021-03-31
Emerald Investment Partners, LLC 41,830 108,828 62% 2021-03-31
RFG Advisory Group, LLC 41,614 45,320 8% 2021-03-31
Sunesis Advisors, LLC 41,033 41,033 No Change 2021-03-31
Peregrine Asset Advisers, Inc. 40,299 48,624 17% 2021-03-31
Moloney Securities Asset Management, LLC 40,158 9,849 308% 2021-03-31
BFT FINANCIAL GROUP, LLC 39,086 37,271 5% 2021-03-31
Squarepoint Ops LLC 38,445 0 New Buy 2021-03-31
Redhawk Wealth Advisors, Inc. 38,307 47,147 19% 2021-03-31
Center For Asset Management LLC 38,240 42,538 10% 2021-03-31
Strategic Equity Management 38,188 18,111 111% 2021-03-31
Sequoia Financial Advisors, LLC 37,371 34,793 7% 2021-03-31
Probity Advisors, Inc. 37,269 0 New Buy 2021-03-31
Dynamic Advisors Solutions LLC 36,744 35,238 4% 2021-03-31
SEI INVESTMENTS CO 36,328 66,593 45% 2021-03-31
Cardan Capital Partners, LLC 36,262 2,069 1,653% 2021-03-31
Vestmark Advisory Solutions, Inc. 35,995 32,611 10% 2021-03-31
We Are One Seven, LLC 35,759 33,224 8% 2021-03-31
ALLIANCEBERNSTEIN L.P. 35,211 164,785 79% 2021-03-31
Kepos Capital LP 35,200 35,600 1% 2021-03-31
Muzinich & Co., Inc. 35,000 0 New Buy 2021-03-31
Renaissance Technologies(Jim Simons) 34,700 13,400 159% 2021-03-31
Total Clarity Wealth Management, Inc. 34,475 62,704 45% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 34,372 29,735 16% 2021-03-31
Wealthstreet Investment Advisors, LLC 300 80 275% 2021-03-31
WESTWOOD HOLDINGS GROUP INC 33,941 16,676 104% 2021-03-31
TRUE Private Wealth Advisors 33,742 35,689 5% 2021-03-31
Cornerstone Wealth Group, LLC 33,518 38,119 12% 2021-03-31
First National Bank of Hutchinson 0 132,481 Sold Out 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 33,047 29,249 13% 2021-03-31
Windsor Capital Management, LLC 32,992 28,445 16% 2021-03-31
Comprehensive Portfolio Management, LLC 32,966 26,323 25% 2021-03-31
Aft, Forsyth & Sober, LLC 32,850 53,385 38% 2021-03-31
Calamos Advisors LLC 32,500 0 New Buy 2021-03-31
Sontag Advisory, LLC 32,415 33,174 2% 2021-03-31
Icon Wealth Partners, LLC 31,801 87,980 64% 2021-03-31
Morris Retirement Advisors, LLC 31,269 36,855 15% 2021-03-31
FMA ADVISORY INC 30,087 0 New Buy 2021-03-31
Sarasin & Partners LLP 28,883 27,634 5% 2021-03-31
LifePro Asset Management 0 24,546 Sold Out 2021-03-31
AdvisorNet Financial, Inc 28,604 21,428 33% 2021-03-31
GenTrust, LLC 28,590 40,321 29% 2021-03-31
J.W. COLE ADVISORS, INC. 28,370 36,739 23% 2021-03-31
ONE Advisory Partners, LLC 27,942 79,438 65% 2021-03-31
Venture Visionary Partners LLC 27,644 19,949 39% 2021-03-31
Richard Bernstein Advisors LLC 27,147 769,524 96% 2021-03-31
King Wealth Management Group, LLC 26,718 26,953 1% 2021-03-31
Tradition Wealth Management, LLC 26,544 33,976 22% 2021-03-31
Pinnacle Advisory Group, Inc. 26,542 17,966 48% 2021-03-31
Omega Financial Group, LLC 26,174 26,063 0% 2021-03-31
SignalPoint Asset Management, LLC 26,084 0 New Buy 2021-03-31
High Note Wealth, LLC 25,989 24,406 6% 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 25,940 18,762 38% 2021-03-31
Forefront Analytics, LLC 25,832 25,653 1% 2021-03-31
Oakmont Partners LLC 25,699 25,536 1% 2021-03-31
Bay Harbor Wealth Management, LLC 25,546 53,559 52% 2021-03-31
UMB BANK N A/MO 25,223 24,892 1% 2021-03-31
NewEdge Wealth, LLC 25,017 0 New Buy 2021-03-31
ERTS Wealth Advisors, LLC 24,797 28,988 14% 2021-03-31
Smith, Salley & Associates 5,722 8,378 32% 2021-03-31
Exchange Capital Management, Inc. 24,654 20,871 18% 2021-03-31
Adviser Investments LLC 24,524 24,685 1% 2021-03-31
EFG Asset Management (Americas) Corp. 24,504 18,429 33% 2021-03-31
RAYMOND JAMES TRUST CO 24,363 24,984 2% 2021-03-31
Spectrum Management Group, Inc. 23,432 69,370 66% 2021-03-31
Roundview Capital LLC 22,812 41,292 45% 2021-03-31
Novak Financial Planning, LLC 22,743 22,791 0% 2021-03-31
Castle Rock Wealth Management, LLC 22,323 20,429 9% 2021-03-31
Sowell Financial Services LLC 22,250 35,129 37% 2021-03-31
BBVA USA BANCSHARES INC 22,054 13,340 65% 2021-03-31
Vontobel Holding Ltd. 21,985 17,120 28% 2021-03-31
CONNING Asset Management Co. 21,845 72,661 70% 2021-03-31
UNITED BANK /VA/ 21,409 21,734 1% 2021-03-31
SAX WEALTH ADVISORS, LLC 21,318 0 New Buy 2021-03-31
Kovitz Investment Group Partners, LLC 21,060 23,500 10% 2021-03-31
Peak Asset Management, LLC 20,827 16,133 29% 2021-03-31
WHITE PINE CAPITAL LLC 20,418 19,118 7% 2021-03-31
Norway Savings Bank 20,385 21,945 7% 2021-03-31
CITY HOLDING CO 20,200 19,956 1% 2021-03-31
McNaughton Wealth Management, LLC 19,928 18,773 6% 2021-03-31
Wealth Enhancement & Preservation of GA, LLC 19,475 18,204 7% 2021-03-31
Mokosak Advisory Group, LLC 19,367 16,743 16% 2021-03-31
LexAurum Advisors, LLC 19,237 17,986 7% 2021-03-31
H&H Retirement Design & Management INC 19,178 0 New Buy 2021-03-31
IPG Investment Advisors LLC 19,015 18,643 2% 2021-03-31
4J Wealth Management LLC 18,981 19,271 2% 2021-03-31
Nachman Norwood & Parrott, Inc 18,759 18,870 1% 2021-03-31
P-Solve LLC 18,691 13,035 43% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 17,958 18,228 1% 2021-03-31
Patton Albertson & Miller, LLC 18,219 22,989 21% 2021-03-31
Neuberger Berman Group LLC 17,889 28,883 38% 2021-03-31
Lumature Wealth Partners, LLC 17,761 12,352 44% 2021-03-31
Minot Wealth Management LLC 17,630 21,650 19% 2021-03-31
KG&L Capital Management,LLC 17,336 16,070 8% 2021-03-31
TCF National Bank 17,327 16,970 2% 2021-03-31
Flagship Private Wealth, LLC 17,260 0 New Buy 2021-03-31
North Star Investment Management Corp. 17,223 17,705 3% 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 17,165 35,462 52% 2021-03-31
M Holdings Securities, Inc. 17,025 0 New Buy 2021-03-31
Patriot Investment Management Inc. 16,829 14,019 20% 2021-03-31
Lavaca Capital LLC 16,800 90,000 81% 2021-03-31
FCA CORP /TX 16,806 16,837 0% 2021-03-31
CAPITAL INSIGHT PARTNERS, LLC 16,600 87,014 81% 2021-03-31
Providence First Trust Co 16,583 16,783 1% 2021-03-31
Bellwether Advisors, LLC 16,268 16,259 0% 2021-03-31
M&T BANK CORP 16,240 34,418 53% 2021-03-31
David J Yvars Group 16,070 16,973 5% 2021-03-31
Source Financial Advisors LLC 16,014 14,238 12% 2021-03-31
FOCUS Wealth Advisors, LLC 15,752 15,518 2% 2021-03-31
SigFig Wealth Management, LLC 15,277 25,807 41% 2021-03-31
SHEETS SMITH & ASSOCIATES INC 14,911 14,828 1% 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 14,613 17,456 16% 2021-03-31
Good Life Advisors, LLC 14,526 12,622 15% 2021-03-31
Wells Financial Advisors INC 14,455 10,875 33% 2021-03-31
Bellecapital International Ltd. 14,397 15,660 8% 2021-03-31
Cambridge Advisors Inc. 14,281 15,016 5% 2021-03-31
Mandatum Life Insurance Co Ltd 14,227 14,182 0% 2021-03-31
Private Advisory Group LLC 14,057 18,177 23% 2021-03-31
Guidance Point Advisors, LLC 13,948 11,068 26% 2021-03-31
Fundamentun, LLC 13,896 10,721 30% 2021-03-31
Pacifica Partners Inc. 13,861 13,558 2% 2021-03-31
SONATA CAPITAL GROUP INC 13,795 16,494 16% 2021-03-31
PROFESSIONAL PLANNING 13,749 15,545 12% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 13,689 4,578 199% 2021-03-31
Ipswich Investment Management Co., Inc. 13,620 13,930 2% 2021-03-31
CMG Global Holdings, LLC 13,596 0 New Buy 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 13,450 12,370 9% 2021-03-31
Prospera Financial Services 13,267 16,115 18% 2021-03-31
Penobscot Investment Management Company, Inc. 13,166 14,660 10% 2021-03-31
Canal Capital Management, LLC 13,056 5,059 158% 2021-03-31
Columbus Macro, LLC 13,048 22,088 41% 2021-03-31
Successful Portfolios LLC 12,965 14,691 12% 2021-03-31
Neumann Capital Management, LLC 12,891 12,690 2% 2021-03-31
Clear Harbor Asset Management, LLC 12,777 11,892 7% 2021-03-31
Centennial Wealth Advisory LLC 12,776 0 New Buy 2021-03-31
Concorde Asset Management, LLC 245 1,000 76% 2021-03-31
LAKE STREET FINANCIAL LLC 12,608 16,052 21% 2021-03-31
Summit X, LLC 12,596 33,650 63% 2021-03-31
Virtue Capital Management, LLC 12,525 16,208 23% 2021-03-31
ProVise Management Group, LLC 12,334 11,275 9% 2021-03-31
Single Point Partners, LLC 12,062 12,223 1% 2021-03-31
Arden Trust Co 12,027 8,816 36% 2021-03-31
ETF Portfolio Partners, Inc. 11,942 12,044 1% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 11,871 11,871 No Change 2021-03-31
Retirement Systems of Alabama 11,815 11,760 0% 2021-03-31
FineMark National Bank & Trust 11,716 8,591 36% 2021-03-31
HOHIMER WEALTH MANAGEMENT, LLC 11,654 13,296 12% 2021-03-31
Ledyard National Bank 11,595 2,875 303% 2021-03-31
HBK Sorce Advisory LLC 11,562 16,795 31% 2021-03-31
Jacobi Capital Management LLC 11,558 10,983 5% 2021-03-31
Ten Capital Wealth Advisors, LLC 11,482 3,592 220% 2021-03-31
Aft, Forsyth & Company, Inc. 11,478 11,693 2% 2021-03-31
HOLDERNESS INVESTMENTS CO 11,352 1,734 555% 2021-03-31
Ballast, Inc. 11,273 9,757 16% 2021-03-31
Fulcrum Equity Management 11,201 12,677 12% 2021-03-31
Latitude Advisors, LLC 11,195 6,073 84% 2021-03-31
Horizon Investments, LLC/SC 11,133 0 New Buy 2021-03-31
Journey Advisory Group, LLC 11,115 7,085 57% 2021-03-31
Keebeck Alpha, LP 11,097 0 New Buy 2021-03-31
Liberty Capital Management, Inc. 11,009 11,009 No Change 2021-03-31
HCR Wealth Advisors 10,859 9,500 14% 2021-03-31
AlphaStar Capital Management, LLC 10,846 9,636 13% 2021-03-31
Verition Fund Managegment LLC 10,775 201,620 95% 2021-03-31
Streettalk Advisors, LLC 10,586 23,419 55% 2021-03-31
Nationwide Asset Management LLC 10,270 10,270 No Change 2021-03-31
LINCOLN NATIONAL CORP 10,218 9,542 7% 2021-03-31
Occidental Asset Management, LLC 10,165 13,204 23% 2021-03-31
Global Trust Asset Management, LLC 10,132 12,590 20% 2021-03-31
TrinityPoint Wealth, LLC 10,127 9,819 3% 2021-03-31
Community Capital Management, Inc. 10,000 0 New Buy 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 9,987 10,427 4% 2021-03-31
Laurel Wealth Advisors LLC 9,877 9,558 3% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9,835 10,570 7% 2021-03-31
Visionary Wealth Advisors 9,834 15,097 35% 2021-03-31
INVESTMENT HOUSE LLC 9,820 10,200 4% 2021-03-31
Running Point Capital Advisors, LLC 9,808 11,860 17% 2021-03-31
Robertson Stephens Wealth Management, LLC 9,464 33,252 72% 2021-03-31
Claraphi Advisory Network, LLC 9,342 16,431 43% 2021-03-31
FIRST NATIONAL TRUST CO 9,335 10,174 8% 2021-03-31
N.E.W. Advisory Services LLC 9,330 12,684 26% 2021-03-31
Strategic Blueprint, LLC 9,326 8,486 10% 2021-03-31
Eukles Asset Management 9,280 9,510 2% 2021-03-31
WEBSTER BANK, N. A. 9,217 8,014 15% 2021-03-31
WHITTIER TRUST CO 9,181 9,181 No Change 2021-03-31
SWMG, LLC 9,168 0 New Buy 2021-03-31
Titus Wealth Management 9,083 9,332 3% 2021-03-31
DOHJ, LLC 9,062 3,262 178% 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 8,959 6,752 33% 2021-03-31
KEN ROBERTS INVESTMENT MANAGEMENT INC 8,866 8,487 4% 2021-03-31
Adams Asset Advisors, LLC 8,793 7,490 17% 2021-03-31
SG Americas Securities, LLC 8,591 223,195 96% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 8,480 8,480 No Change 2021-03-31
Joseph P. Lucia & Associates, LLC 8,465 7,994 6% 2021-03-31
Cornerstone Wealth Management, LLC 8,424 24,761 66% 2021-03-31
WOLVERINE ASSET MANAGEMENT LLC 2,000 0 New Buy 2021-03-31
DAVIDSON D A & CO 8,278 26,222 68% 2021-03-31
TCG Advisory Services, LLC 8,243 22,376 63% 2021-03-31
Princeton Portfolio Strategies Group LLC 8,022 7,867 2% 2021-03-31
CENTAURUS FINANCIAL, INC. 8,014 7,142 12% 2021-03-31
SUN LIFE FINANCIAL INC 8,000 8,000 No Change 2021-03-31
CABOT MONEY MANAGEMENT INC 7,955 7,585 5% 2021-03-31
Gradient Capital Advisors, LLC 7,834 8,517 8% 2021-03-31
TFG Advisers LLC 7,834 8,191 4% 2021-03-31
Laurel Wealth Advisors, Inc. 7,731 4,104 88% 2021-03-31
Prime Capital Investment Advisors, LLC 7,700 8,391 8% 2021-03-31
Lido Advisors, LLC 7,656 8,628 11% 2021-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 7,608 16,019 53% 2021-03-31
Global Retirement Partners, LLC 7,508 10,143 26% 2021-03-31
HAVERFORD TRUST CO 7,503 7,503 No Change 2021-03-31
MCDONALD PARTNERS LLC 7,476 7,476 No Change 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 7,409 11,559 36% 2021-03-31
HANCOCK HOLDING CO 7,378 11,285 35% 2021-03-31
SPRENG CAPITAL MANAGEMENT, INC. 7,311 7,341 0% 2021-03-31
NTV ASSET MANAGEMENT LLC 7,275 7,275 No Change 2021-03-31
Atlas Private Wealth Advisors 7,236 6,946 4% 2021-03-31
SEIZERT CAPITAL PARTNERS, LLC 7,199 7,199 No Change 2021-03-31
BOENNING & SCATTERGOOD, INC. 7,126 5,282 35% 2021-03-31
Country Club Trust Company, n.a. 7,053 7,658 8% 2021-03-31
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,965 6,358 10% 2021-03-31
PINNACLE ASSOCIATES LTD 6,943 6,941 0% 2021-03-31
BRIDGER CAPITAL MANAGEMENT, LLC 6,895 3,165 118% 2021-03-31
Pinnacle Family Advisors, LLC 6,860 4,171 64% 2021-03-31
Karn, Couzens & Associates, Inc. 6,855 6,855 No Change 2021-03-31
Teamwork Financial Advisors, LLC 6,753 11,999 44% 2021-03-31
LVW Advisors, LLC 6,724 2,630 156% 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 6,601 16,021 59% 2021-03-31
Providence Capital Advisors, LLC 6,587 5,792 14% 2021-03-31
Moser Wealth Advisors, LLC 6,560 6,560 No Change 2021-03-31
Independence Bank of Kentucky 6,525 6,100 7% 2021-03-31
Feltz Wealth PLAN Inc. 6,486 6,461 0% 2021-03-31
Aurora Private Wealth, Inc. 6,431 10,335 38% 2021-03-31
Mount Yale Investment Advisors, LLC 6,419 11,455 44% 2021-03-31
PETTYJOHN CO 6,400 6,200 3% 2021-03-31
Western Wealth Management, LLC 6,342 8,849 28% 2021-03-31
Oxinas Partners Wealth Management LLC 6,342 18,194 65% 2021-03-31
Linscomb & Williams, Inc. 6,328 6,457 2% 2021-03-31
IFG Advisory, LLC 6,230 11,623 46% 2021-03-31
Wealthcare Advisory Partners LLC 6,190 8,760 29% 2021-03-31
Smart Money Group LLC 6,123 26,835 77% 2021-03-31
Barber Financial Group, Inc. 6,117 42,965 86% 2021-03-31
Onyx Bridge Wealth Group LLC 6,091 0 New Buy 2021-03-31
New England Professional Planning Group Inc. 6,090 4,545 34% 2021-03-31
Capital Advisors Wealth Management, LLC 6,086 0 New Buy 2021-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 6,073 6,040 1% 2021-03-31
Kovack Advisors, Inc. 6,054 15,227 60% 2021-03-31
greenwich Wealth Management LLC 5,997 0 New Buy 2021-03-31
Verity Asset Management, Inc. 5,915 3,898 52% 2021-03-31
Teza Capital Management LLC 5,900 5,900 No Change 2021-03-31
GREATMARK INVESTMENT PARTNERS, INC. 5,837 6,637 12% 2021-03-31
Prosperity Planning, Inc. 5,792 7,340 21% 2021-03-31
Yale Capital CORP 5,683 5,682 0% 2021-03-31
Harbour Capital Advisors, LLC 5,672 0 New Buy 2021-03-31
Hexagon Capital Partners LLC 5,660 5,649 0% 2021-03-31
Tatro Capital, LLC 5,634 3,171 78% 2021-03-31
Golden State Wealth Management, LLC 5,594 9,392 40% 2021-03-31
Krilogy Financial LLC 5,549 4,906 13% 2021-03-31
1ST SOURCE BANK 5,547 7,799 29% 2021-03-31
Private Capital Group, LLC 5,524 19,560 72% 2021-03-31
OARSMAN CAPITAL, INC. 5,473 6,579 17% 2021-03-31
Veracity Capital LLC 5,429 10,448 48% 2021-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5,405 4,614 17% 2021-03-31
Robinson Value Management, Ltd. 5,394 5,003 8% 2021-03-31
Mayflower Financial Advisors, LLC 5,346 0 New Buy 2021-03-31
SCS Capital Management LLC 5,319 6,057 12% 2021-03-31
Parkside Financial Bank & Trust 5,276 7,759 32% 2021-03-31
Kohmann Bosshard Financial Services, LLC 0 12,280 Sold Out 2021-03-31
Coastal Capital Group, Inc. 5,153 5,158 0% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 5,145 5,139 0% 2021-03-31
MMA ASSET MANAGEMENT LLC 5,106 5,226 2% 2021-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 5,101 5,332 4% 2021-03-31
Millburn Ridgefield Corp 5,085 2,588 96% 2021-03-31
SYMONS CAPITAL MANAGEMENT INC 5,078 5,308 4% 2021-03-31
DAVENPORT & CO LLC 5,012 5,653 11% 2021-03-31
J. W. Coons Advisors, LLC 5,007 3,867 29% 2021-03-31
Bruderman Asset Management, LLC 4,871 5,569 13% 2021-03-31
DOLIVER CAPITAL ADVISORS, INC. 4,775 0 New Buy 2021-03-31
Ridgewood Investments LLC 4,729 3,076 54% 2021-03-31
UBP Investment Advisors SA 4,700 7,075 34% 2021-03-31
Carroll Financial Associates, Inc. 4,671 3,991 17% 2021-03-31
Sabal Trust CO 4,626 2,590 79% 2021-03-31
VeraBank, N.A. 4,625 4,625 No Change 2021-03-31
Capital Investment Advisory Services, LLC 4,557 4,299 6% 2021-03-31
Procyon Private Wealth Partners, LLC 4,494 4,394 2% 2021-03-31
FIERA SCEPTRE INC. 4,493 4,361 3% 2021-03-31
Retirement Group, LLC 4,493 4,458 1% 2021-03-31
Walkner Condon Financial Advisors LLC 4,464 4,680 5% 2021-03-31
Milestone Advisory Partners 4,456 4,456 No Change 2021-03-31
First Financial Bank, N.A. - Trust Division 4,449 4,800 7% 2021-03-31
MEEDER ASSET MANAGEMENT INC 4,407 2,756 60% 2021-03-31
FORT PITT CAPITAL GROUP, LLC 4,311 4 107,675% 2021-03-31
Keudell/Morrison Wealth Management 4,294 6,354 32% 2021-03-31
STRATEGY ASSET MANAGERS LLC 4,285 7,205 41% 2021-03-31
Horizon Investment Services, LLC 4,263 3,623 18% 2021-03-31
FINANCIAL ADVISORY CORP /UT/ /ADV 4,221 24,789 83% 2021-03-31
RWM Asset Management, LLC 4,151 228,703 98% 2021-03-31
Adaptive Financial Consulting, LLC 4,109 4,051 1% 2021-03-31
Regent Peak Wealth Advisors LLC 4,106 4,240 3% 2021-03-31
CULLEN FROST BANKERS INC 4,092 4,088 0% 2021-03-31
Evolution Wealth Advisors, LLC 4,075 2,090 95% 2021-03-31
Ellevest, Inc. 4,038 1,066 279% 2021-03-31
Symetra Investment Management Co 4,000 4,000 No Change 2021-03-31
MACKAY SHIELDS LLC 3,982 0 New Buy 2021-03-31
Samalin Investment Counsel, LLC 3,972 4,816 18% 2021-03-31
Elevated Capital Advisors, LLC 3,951 4,109 4% 2021-03-31
BRYN MAWR TRUST CO/PA 3,911 3,931 1% 2021-03-31
LeJeune Puetz Investment Counsel LLC 3,871 3,945 2% 2021-03-31
Stokes Family Office, LLC 3,857 0 New Buy 2021-03-31
US FINANCIAL ADVISORS, LLC 3,855 3,855 No Change 2021-03-31
Bartlett & Co. LLC 3,845 3,402 13% 2021-03-31
Planned Solutions, Inc. 3,810 4,624 18% 2021-03-31
IMS Capital Management 3,800 3,802 0% 2021-03-31
Newport Wealth Strategies, Inc. 3,795 5,430 30% 2021-03-31
Moors & Cabot, Inc. 3,779 2,459 54% 2021-03-31
Jaffetilchin Investment Partners, LLC 3,770 10,416 64% 2021-03-31
CALTON & ASSOCIATES, INC. 3,670 19,113 81% 2021-03-31
Carnegie Capital Asset Management, LLC 3,642 3,232 13% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,547 3,547 No Change 2021-03-31
Paragon Capital Management LLC 3,526 3,526 No Change 2021-03-31
Alliance Wealth Management Group 3,517 4,462 21% 2021-03-31
MEITAV DASH INVESTMENTS LTD 3,478 2,875 21% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 3,458 3,450 0% 2021-03-31
Ballew Advisors, Inc 3,439 3,661 6% 2021-03-31
Front Row Advisors LLC 3,351 3,428 2% 2021-03-31
Paradigm Financial Partners, LLC 3,297 5,931 44% 2021-03-31
Ausdal Financial Partners, Inc. 3,257 4,058 20% 2021-03-31
Choate Investment Advisors 3,239 3,189 2% 2021-03-31
Affinity Capital Advisors, LLC 3,220 3,865 17% 2021-03-31
OmniStar Financial Group, Inc. 3,188 7,587 58% 2021-03-31
Retirement Network 3,158 3,180 1% 2021-03-31
Baldrige Asset Management LLC 3,141 2,946 7% 2021-03-31
Demars Financial Group, LLC 3,140 2,843 10% 2021-03-31
DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,135 3,150 0% 2021-03-31
Northstar Advisory Group, LLC 3,093 3,093 No Change 2021-03-31
JT Stratford LLC 3,070 2,979 3% 2021-03-31
MOLLER FINANCIAL SERVICES 3,035 3,035 No Change 2021-03-31
Northeast Financial Consultants Inc 3,011 3,011 No Change 2021-03-31
Hanlon Investment Management, Inc. 2,980 17,648 83% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,967 3,682 19% 2021-03-31
First City Capital Management, Inc. 2,933 2,933 No Change 2021-03-31
SOA Wealth Advisors, LLC. 2,927 2,940 0% 2021-03-31
Golden State Equity Partners 2,910 11,958 76% 2021-03-31
Sheaff Brock Investment Advisors, LLC 2,857 2,857 No Change 2021-03-31
Koshinski Asset Management, Inc. 2,848 0 New Buy 2021-03-31
vontobel swiss wealth advisors AG 2,833 2,863 1% 2021-03-31
Verdence Capital Advisors LLC 2,821 14,045 80% 2021-03-31
SMITH, MOORE & CO. 2,791 2,786 0% 2021-03-31
Verde Capital Management 2,789 2,726 2% 2021-03-31
Lutz Financial Services LLC 2,781 2,808 1% 2021-03-31
Wealth Alliance 2,761 0 New Buy 2021-03-31
GLYNN JA & CO 2,707 2,307 17% 2021-03-31
Bangor Savings Bank 2,692 2,842 5% 2021-03-31
OPTIMUM INVESTMENT ADVISORS 2,588 4,403 41% 2021-03-31
Red Spruce Capital, LLC 2,564 2,564 No Change 2021-03-31
ENCORE BANK NA 2,550 2,550 No Change 2021-03-31
One Charles Private Wealth Services, LLC 2,529 0 New Buy 2021-03-31
Aull & Monroe Investment Management Corp 2,503 2,980 16% 2021-03-31
Jentner Corp 2,500 2,500 No Change 2021-03-31
FIRST INTERSTATE BANCSYSTEM INC 2,497 0 New Buy 2021-03-31
Investment Counsel Inc. 2,483 2,483 No Change 2021-03-31
Harfst & Associates, Inc. 2,470 0 New Buy 2021-03-31
Lebenthal Global Advisors, LLC 2,470 3,720 34% 2021-03-31
Joel Isaacson & Co., LLC 2,468 2,057 20% 2021-03-31
Rede Wealth, LLC 2,457 2,151 14% 2021-03-31
TSFG, LLC 2,437 2,938 17% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 2,429 0 New Buy 2021-03-31
Savior LLC 2,414 2,414 No Change 2021-03-31
Kalos Management, Inc. 2,361 4,889 52% 2021-03-31
Tarbox Group, Inc. 2,359 2,359 No Change 2021-03-31
BAR HARBOR TRUST SERVICES 2,354 2,355 0% 2021-03-31
Money Matters Financial Group Inc 2,340 0 New Buy 2021-03-31
Granite Investment Advisors, Inc. 2,325 2,325 No Change 2021-03-31
Baystate Wealth Management LLC 2,325 1,531 52% 2021-03-31
BCS Wealth Management 2,325 2,325 No Change 2021-03-31
Union Bankshares Corp 2,321 2,321 No Change 2021-03-31
Intrua Financial, LLC 2,321 0 New Buy 2021-03-31
Coastal Investment Advisors, Inc. 2,313 2,059 12% 2021-03-31
Keystone Financial Group 2,263 2,015 12% 2021-03-31
WEDGEWOOD INVESTORS INC /PA/ 2,250 2,550 12% 2021-03-31
Financial Partners Group, Inc 2,222 2,078 7% 2021-03-31
Lantz Financial LLC 2,202 0 New Buy 2021-03-31
BRIGHTON JONES LLC 2,201 2,194 0% 2021-03-31
MATHER GROUP, INC. 2,192 2,514 13% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 2,190 2,190 No Change 2021-03-31
Hayden Royal, LLC 2,185 8,146 73% 2021-03-31
Kingfisher Capital LLC 2,167 2,159 0% 2021-03-31
Wagner Wealth Management, LLC 2,145 2,877 25% 2021-03-31
Jones Collombin Investment Counsel Inc 2,140 3,065 30% 2021-03-31
DFPG INVESTMENTS, INC. 2,127 2,763 23% 2021-03-31
Grandfield & Dodd, LLC 2,091 2,091 No Change 2021-03-31
Lokken Investment Group LLC 2,085 13,756 85% 2021-03-31
Doyle Wealth Management 2,078 2,482 16% 2021-03-31
HARBOUR INVESTMENTS, INC. 2,077 0 New Buy 2021-03-31
TLWM 2,064 2,074 0% 2021-03-31
Community Bank, N.A. 2,061 1,896 9% 2021-03-31
Omnia Family Wealth, LLC 2,053 0 New Buy 2021-03-31
Boltwood Capital Management 2,050 2,250 9% 2021-03-31
Newman Dignan & Sheerar, Inc. 2,025 2,497 19% 2021-03-31
Beaumont Financial Partners, LLC 2,004 2,047 2% 2021-03-31
IAG Wealth Partners, LLC 1,996 1,996 No Change 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 1,988 2,008 1% 2021-03-31
WOLFF WIESE MAGANA LLC 1,972 3,149 37% 2021-03-31
Archford Capital Strategies, LLC 1,954 0 New Buy 2021-03-31
Interchange Capital Partners, LLC 1,933 3,006 36% 2021-03-31
GIRARD PARTNERS LTD. 1,932 2,385 19% 2021-03-31
QUATTRO FINANCIAL ADVISORS LLC 1,924 152,083 99% 2021-03-31
Pictet & Cie (Europe) SA 1,912 38,712 95% 2021-03-31
Sage Mountain Advisors LLC 1,910 0 New Buy 2021-03-31
TECTONIC ADVISORS LLC 2 0 New Buy 2021-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 1,896 1,955 3% 2021-03-31
TOWNSQUARE CAPITAL LLC 1,879 12,149 85% 2021-03-31
Johnson Financial Group, Inc. 1,875 0 New Buy 2021-03-31
Patriot Financial Group Insurance Agency, LLC 1,872 1,879 0% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,868 1,868 No Change 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 1,866 1,969 5% 2021-03-31
Migdal Insurance & Financial Holdings Ltd. 1,849 832 122% 2021-03-31
FIRST CITIZENS BANK & TRUST CO 1,840 1,792 3% 2021-03-31
Perennial Investment Advisors, LLC 1,840 4,322 57% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 1,812 3,862 53% 2021-03-31
Aptus Capital Advisors, LLC 1,809 1,890 4% 2021-03-31
Stonebridge Capital Advisors LLC 1,800 2,506 28% 2021-03-31
Sugarloaf Wealth Management, LLC 1,799 950 89% 2021-03-31
Rosenberg Matthew Hamilton 1,791 0 New Buy 2021-03-31
DOCK STREET ASSET MANAGEMENT INC 1,789 53,962 97% 2021-03-31
SUMMIT FINANCIAL GROUP INC 1,765 1,765 No Change 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,760 1,753 0% 2021-03-31
Truadvice, LLC 1,749 5,465 68% 2021-03-31
Magnus Financial Group LLC 1,748 2,588 32% 2021-03-31
Prestige Wealth Management Group LLC 1,730 1,675 3% 2021-03-31
CRA Financial Services, LLC 1,726 1,700 2% 2021-03-31
Old Port Advisors 1,725 1,748 1% 2021-03-31
Carmichael Hill & Associates, Inc. 1,723 1,664 4% 2021-03-31
WASHINGTON TRUST BANK 1,700 1,700 No Change 2021-03-31
Clearview Wealth Advisors LLC 1,679 1,679 No Change 2021-03-31
HOLLENCREST SECURITIES LLC 1,661 1,811 8% 2021-03-31
TRUEFG, LLC 1,647 1,760 6% 2021-03-31
Aviance Capital Partners, LLC 1,645 2,805 41% 2021-03-31
Ironwood Investment Counsel, LLC 1,600 1,600 No Change 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 1,594 2,155 26% 2021-03-31
Carnick & Kubik Group, LLC 1,587 1,557 2% 2021-03-31
Arkadios Wealth Advisors 1,586 1,818 13% 2021-03-31
Coho Partners, Ltd. 1,575 1,575 No Change 2021-03-31
Goodwin Investment Advisory 0 953 Sold Out 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 1,545 1,842 16% 2021-03-31
WASHINGTON TRUST CO 1,522 1,273 20% 2021-03-31
Marquette Asset Management Inc. 1,516 1,516 No Change 2021-03-31
Founders Financial Alliance, LLC 18 14 29% 2021-03-31
Jackson Hole Capital Partners, LLC 1,408 703 100% 2021-03-31
West Financial Advisors, LLC 1,239 2,489 50% 2021-03-31
Ellis Investment Partners, LLC 1,230 3,057 60% 2021-03-31
UG Investment Advisers Ltd. 1,120 1,120 No Change 2021-03-31
Hillstrust 1,071 1,071 No Change 2021-03-31
Hanson McClain, Inc. 1,070 827 29% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,022 1,137 10% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 1,000 1,000 No Change 2021-03-31
Tower Research Capital LLC 992 351 183% 2021-03-31
Trust Co 988 665 49% 2021-03-31
JONES FINANCIAL COMPANIES LLLP 980 1,605 39% 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 959 1,000 4% 2021-03-31
Pinnacle Bank 950 950 No Change 2021-03-31
BALLAST ADVISORS LLC 947 1,266 25% 2021-03-31
NWK Group, Inc. 940 870 8% 2021-03-31
TRUST CO OF VERMONT 931 0 New Buy 2021-03-31
Fieldpoint Private Securities, LLC 928 1,393 33% 2021-03-31
TCTC Holdings, LLC 910 734 24% 2021-03-31
Graves-Light Private Wealth Management, Inc. 863 863 No Change 2021-03-31
Lakeview Capital Partners, LLC 828 828 No Change 2021-03-31
Sterling Investment Advisors, Ltd. 828 828 No Change 2021-03-31
Tortoise Investment Management, LLC 810 0 New Buy 2021-03-31
EVOKE WEALTH, LLC 804 2,131 62% 2021-03-31
Brand Asset Management Group, Inc. 770 2,466 69% 2021-03-31
TCI Wealth Advisors, Inc. 765 824 7% 2021-03-31
Lloyd Advisory Services, LLC. 759 1,270 40% 2021-03-31
Enterprise Trust & Investment Co 705 705 No Change 2021-03-31
HHM Wealth Advisors, LLC 700 700 No Change 2021-03-31
Valeo Financial Advisors, LLC 674 618 9% 2021-03-31
Sandy Spring Bank 660 482 37% 2021-03-31
PrairieView Partners, LLC 642 664 3% 2021-03-31
RMR Wealth Builders 639 200 220% 2021-03-31
Cordant, Inc. 635 1,392 54% 2021-03-31
Advisors Asset Management, Inc. 538 1,489 64% 2021-03-31
Core Wealth Advisors, Inc. 529 529 No Change 2021-03-31
McClarren Financial Advisors, Inc. 525 523 0% 2021-03-31
Allred Capital Management, LLC 512 0 New Buy 2021-03-31
TD Capital Management LLC 445 295 51% 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 420 420 No Change 2021-03-31
FIRST MANHATTAN CO 418 0 New Buy 2021-03-31
Sound Income Strategies, LLC 418 496 16% 2021-03-31
CVA Family Office, LLC 403 0 New Buy 2021-03-31
Cranbrook Wealth Management, LLC 396 394 1% 2021-03-31
Element Wealth, LLC 376 376 No Change 2021-03-31
Larson Financial Group LLC 361 361 No Change 2021-03-31
Centerpoint Advisors, LLC 350 364 4% 2021-03-31
Canton Hathaway, LLC 350 402 13% 2021-03-31
Gradient Investments LLC 343 324 6% 2021-03-31
VESTOR CAPITAL CORP 328 328 No Change 2021-03-31
MPS Loria Financial Planners, LLC 300 300 No Change 2021-03-31
MONTAG A & ASSOCIATES INC 286 275 4% 2021-03-31
Financial Gravity Wealth, Inc. 85 0 New Buy 2021-03-31
Jackson, Grant Investment Advisers, Inc. 275 274 0% 2021-03-31
Financial Enhancement Group LLC 256 256 No Change 2021-03-31
FURE FINANCIAL CORP 252 12,393 98% 2021-03-31
CNB Bank 250 350 29% 2021-03-31
Tacita Capital Inc 250 525 52% 2021-03-31
New Capital Management LP 119 0 New Buy 2021-03-31
HANSEATIC MANAGEMENT SERVICES INC 245 245 No Change 2021-03-31
Oakworth Capital, Inc. 215 270 20% 2021-03-31
PITTENGER & ANDERSON INC 210 360 42% 2021-03-31
CLEAR INVESTMENT RESEARCH, LLC 203 420 52% 2021-03-31
Grandview Asset Management LLC 200 2,768 93% 2021-03-31
Knuff & Co LLC 200 2,600 92% 2021-03-31
Gemmer Asset Management LLC 198 197 1% 2021-03-31
Powell Investment Advisors, LLC 182 182 No Change 2021-03-31
Horan Securities, Inc. 168 168 No Change 2021-03-31
TOTH FINANCIAL ADVISORY CORP 164 164 No Change 2021-03-31
Rocky Mountain Advisers, LLC 160 160 No Change 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 150 150 No Change 2021-03-31
Bogart Wealth, LLC 138 53 160% 2021-03-31
Granite Investment Partners, LLC 135 135 No Change 2021-03-31
OXFORD FINANCIAL GROUP LTD 135 0 New Buy 2021-03-31
Bedel Financial Consulting, Inc. 132 132 No Change 2021-03-31
UNIONBANCAL CORP 128 653 80% 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 120 119 1% 2021-03-31
McIlrath & Eck, LLC 113 113 No Change 2021-03-31
McCarthy Asset Management, Inc. 107 107 No Change 2021-03-31
Acorns Advisers, LLC 106 0 New Buy 2021-03-31
TORONTO DOMINION BANK 100 6,413 98% 2021-03-31
Lenox Wealth Advisors, Inc. 98 320 69% 2021-03-31
Moisand Fitzgerald Tamayo, LLC 87 87 No Change 2021-03-31
USA Financial Portformulas Corp 83 80 4% 2021-03-31
Stonebridge Financial Planning Group, LLC 75 75 No Change 2021-03-31
Valley Brook Capital Group, Inc. 75 75 No Change 2021-03-31
Johnson Midwest Financial, LLC 73 8,450 99% 2021-03-31
Truvestments Capital LLC 30 30 No Change 2021-03-31
Capital Investment Counsel, Inc 59 100 41% 2021-03-31
SIGNATUREFD, LLC 59 309 81% 2021-03-31
Massey, Quick & Co., LLC 56 277 80% 2021-03-31
ISLAY CAPITAL MANAGEMENT, LLC 56 55 2% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 55 55 No Change 2021-03-31
M&R CAPITAL MANAGEMENT INC 50 50 No Change 2021-03-31
NVWM, LLC 47 47 No Change 2021-03-31
Tradewinds Capital Management, LLC 40 40 No Change 2021-03-31
Ironwood Wealth Management, llc 36 36 No Change 2021-03-31
ATWOOD & PALMER INC 34 263 87% 2021-03-31
HOWE & RUSLING INC 34 166 80% 2021-03-31
Firestone Capital Management 33 33 No Change 2021-03-31
Key FInancial Inc 32 32 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 25 25 No Change 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 24 24 No Change 2021-03-31
Investors Research Corp 23 23 No Change 2021-03-31
Focused Wealth Management, Inc 20 20 No Change 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 20 20 No Change 2021-03-31
CFG Asset Management LLC 18 18 No Change 2021-03-31
AlphaMark Advisors, LLC 10 0 New Buy 2021-03-31
Cordasco Financial Network 8 8 No Change 2021-03-31
Mine & Arao Wealth Creation & Management, LLC. 6 6 No Change 2021-03-31
VEREDUS ASSET MANAGEMENT LLC 0 1,489 Sold Out 2021-03-31
Dorsey Wright & Associates 0 8,863 Sold Out 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 0 4,085 Sold Out 2021-03-31
FENIMORE ASSET MANAGEMENT INC 0 1,520 Sold Out 2021-03-31
SCHMIDT P J INVESTMENT MANAGEMENT INC 0 3,825 Sold Out 2021-03-31
RMB Capital Management, LLC 0 5,671 Sold Out 2021-03-31
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0 12,900 Sold Out 2021-03-31
DAL Investment CO 0 61,103 Sold Out 2021-03-31
OBERMEYER ASSET MANAGEMENT CO 0 1,510 Sold Out 2021-03-31
WETHERBY ASSET MANAGEMENT INC 0 2,733 Sold Out 2021-03-31
NOMURA ASSET MANAGEMENT CO LTD 0 35,600 Sold Out 2021-03-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 0 829 Sold Out 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 0 1,955 Sold Out 2021-03-31
Spectrum Asset Management, Inc. 0 4,925 Sold Out 2021-03-31
Hudson Bay Capital Management, L.P. 0 100,000 Sold Out 2021-03-31
MCMILLION CAPITAL MANAGEMENT INC 0 77 Sold Out 2021-03-31
APPLETON GROUP WEALTH MANAGEMENT LLC 0 2,746 Sold Out 2021-03-31
Arrow Investment Advisors, LLC 0 15,490 Sold Out 2021-03-31
Diversified Trust Co 0 1,638 Sold Out 2021-03-31
WESPAC Advisors, LLC 0 11,715 Sold Out 2021-03-31
American Research & Management Co. 0 11,270 Sold Out 2021-03-31
Titan Capital Management, LLC /CA 0 44,291 Sold Out 2021-03-31
Institute for Wealth Management, LLC. 0 1,501 Sold Out 2021-03-31
JFS WEALTH ADVISORS, LLC 0 1,360 Sold Out 2021-03-31
Polaris Wealth Advisers, LLC 0 278,533 Sold Out 2021-03-31
VICTORY CAPITAL MANAGEMENT INC 0 1,169,010 Sold Out 2021-03-31
State of Tennessee, Treasury Department 0 120,900 Sold Out 2021-03-31
Berkshire Money Management, Inc. 0 135,914 Sold Out 2021-03-31
Iron Financial, LLC 0 1,801 Sold Out 2021-03-31
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0 54,700 Sold Out 2021-03-31
Alpha Cubed Investments, LLC 0 2,153 Sold Out 2021-03-31
Private Ocean, LLC 0 77 Sold Out 2021-03-31
Burt Wealth Advisors 0 165 Sold Out 2021-03-31
Sawtooth Asset Management, Inc. 0 209,109 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 7,939 Sold Out 2021-03-31
ROPES WEALTH ADVISORS LLC 0 25 Sold Out 2021-03-31
River Wealth Advisors LLC 0 1,487 Sold Out 2021-03-31
Virtus ETF Advisers LLC 0 840 Sold Out 2021-03-31
Florin Court Capital LLP 0 37,200 Sold Out 2021-03-31
Copperwynd Financial, LLC 0 9,726 Sold Out 2021-03-31
Advanced Asset Management Advisors Inc 0 75 Sold Out 2021-03-31
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 0 87,839 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 240 Sold Out 2021-03-31
Northwest Bancshares, Inc. 0 2,312 Sold Out 2021-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 162 Sold Out 2021-03-31
Avondale Wealth Management 0 470 Sold Out 2021-03-31
Slow Capital, Inc. 0 1,500 Sold Out 2021-03-31
Stewardship Financial Advisors, LLC 0 220 Sold Out 2021-03-31
Lee Capital Holdings LLC 0 4,771 Sold Out 2021-03-31
NKCFO LLC 0 2,100 Sold Out 2021-03-31
Signet Investment Advisory Group, Inc. 0 392 Sold Out 2021-03-31
Lindbrook Capital, LLC 0 9,600 Sold Out 2021-03-31
VisionPoint Advisory Group, LLC 0 4,541 Sold Out 2021-03-31
MANCHESTER FINANCIAL INC 0 470 Sold Out 2021-03-31
Harvest Investment Services, LLC 0 2,564 Sold Out 2021-03-31
Meridian Wealth Advisors, LLC 0 416 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 72,872 Sold Out 2021-03-31
Phoenix Holdings Ltd. 0 1,480 Sold Out 2021-03-31
WASHBURN CAPITAL MANAGEMENT, INC. 0 36,027 Sold Out 2021-03-31
Beacon Financial Advisory LLC 0 2,696 Sold Out 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0 4,516 Sold Out 2021-03-31
KFA Private Wealth Group, LLC 0 1,531 Sold Out 2021-03-31
Legacy Wealth Partners, Inc. 0 14,633 Sold Out 2021-03-31
Ferguson Shapiro LLC 0 64,415 Sold Out 2021-03-31
Atlas Private Wealth Management 0 145 Sold Out 2021-03-31
Mattern Wealth Management LLC 0 3,049 Sold Out 2021-03-31
Stewardship Advisors, LLC 0 125,033 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 53 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 1 Sold Out 2021-03-31
Royal Fund Management, LLC 0 28,890 Sold Out 2021-03-31
Wealth Advisory Solutions, LLC 0 16,583 Sold Out 2021-03-31
CALIBER WEALTH MANAGEMENT, LLC 0 24,709 Sold Out 2021-03-31
Kinloch Capital, LLC 0 15 Sold Out 2021-03-31
Diversified, LLC 0 2,999 Sold Out 2021-03-31
GoalVest Advisory LLC 0 154 Sold Out 2021-03-31
EQ LLC 0 15,275 Sold Out 2021-03-31
DB Wealth Management Group, LLC 0 3,261 Sold Out 2021-03-31
Galvin, Gaustad & Stein, LLC 0 20,555 Sold Out 2021-03-31
COWA, LLC 0 12,216 Sold Out 2021-03-31
Octavia Wealth Advisors, LLC 0 1,706 Sold Out 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 0 3,500 Sold Out 2021-03-31
Greystone Financial Group, LLC 0 99,986 Sold Out 2021-03-31
InterOcean Capital Group, LLC 0 1,687 Sold Out 2021-03-31
Safeguard Investment Advisory Group, LLC 0 75 Sold Out 2021-03-31
Tranquilli Financial Advisor LLC 0 5,588 Sold Out 2021-03-31
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 0 39,000 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 122 Sold Out 2021-03-31
Marks Wealth, LLC 0 32,392 Sold Out 2021-03-31
BANK OF AMERICA CORP /DE/ 32,335,249 28,711,897 13% 2020-12-31
MORGAN STANLEY 16,449,936 0 New Buy 2020-12-31
AMERIPRISE FINANCIAL INC 13,753,951 14,172,127 3% 2020-12-31
GOLDMAN SACHS GROUP INC 6,722 6,910 3% 2020-12-31
Nuveen Asset Management, LLC 11,996,576 11,996,576 No Change 2020-12-31
CITIGROUP INC 11,235,542 8,733,925 29% 2020-12-31
ALLIANZ INVESTMENT MANAGEMENT LLC 8,671,604 8,671,604 No Change 2020-12-31
HAP Trading, LLC 0 2,885,100 Sold Out 2020-12-31
CREDIT SUISSE/ 4,103,076 3,810,261 8% 2020-12-31
CANADA PENSION PLAN INVESTMENT BOARD 3,768,300 2,298,300 64% 2020-12-31
Hitchwood Capital Management LP 3,600,000 0 New Buy 2020-12-31
Elliott Investment Management L.P. 3,500,000 1,000,000 250% 2020-12-31
BARCLAYS PLC 0 7,958,200 Sold Out 2020-12-31
JANE STREET GROUP, LLC 3,316,300 16,497,300 80% 2020-12-31
Dai-Ichi Life Insurance Company, Ltd 2,900,360 2,889,240 0% 2020-12-31
MILLENNIUM MANAGEMENT LLC 746,134 192,473 288% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2,338,557 2,454,486 5% 2020-12-31
BRIGADE CAPITAL MANAGEMENT, LLC 420,000 0 New Buy 2020-12-31
PARK AVENUE SECURITIES LLC 1,343,957 1,295,047 4% 2020-12-31
BANK OF MONTREAL /CAN/ 1,194,659 2,619,657 54% 2020-12-31
BB&T CORP 1,168,145 1,065,311 10% 2020-12-31
BlueCrest Capital Management Ltd 1,110,000 0 New Buy 2020-12-31
ALLSTATE CORP 0 844,923 Sold Out 2020-12-31
Elo Mutual Pension Insurance Co 850,000 850,000 No Change 2020-12-31
Man Group plc 842,911 407,233 107% 2020-12-31
PICTET ASSET MANAGEMENT LTD 827,190 830,140 0% 2020-12-31
SUNRISE PARTNERS LLC /CT 100,000 0 New Buy 2020-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 0 70,033 Sold Out 2020-12-31
H D Vest Advisory Services 645,115 819,225 21% 2020-12-31
NOMURA HOLDINGS INC 510,000 0 New Buy 2020-12-31
Bank of New York Mellon CORP 505,854 441,170 15% 2020-12-31
CI INVESTMENTS INC. 490,722 582,317 16% 2020-12-31
DIAM Co., Ltd. 466,540 176,130 165% 2020-12-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 460,241 458,858 0% 2020-12-31
ATRIA INVESTMENTS LLC 447,984 592,537 24% 2020-12-31
DEUTSCHE BANK AG 406,835 517,560 21% 2020-12-31
Fosun International Ltd 383,532 383,532 No Change 2020-12-31
Angeles Investment Advisors, LLC 363,500 358,000 2% 2020-12-31
FormulaFolio Investments, LLC 346,262 0 New Buy 2020-12-31
Cetera Investment Advisers 338,308 85,501 296% 2020-12-31
Bank Julius Baer & Co. Ltd, Zurich 325,513 15,345 2,021% 2020-12-31
Petrus Trust Company, LTA 300,957 313,464 4% 2020-12-31
SCM ADVISORS LLC 275,668 0 New Buy 2020-12-31
Southern Farm Bureau Life Insurance 263,000 0 New Buy 2020-12-31
Point72 Asset Management, L.P. 250,800 488,000 49% 2020-12-31
COHEN & STEERS INC 220,000 0 New Buy 2020-12-31
BCJ Capital Management, LLC 205,100 343,777 40% 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 197,321 97,063 103% 2020-12-31
Baird Financial Group, Inc. 78 1,078 93% 2020-12-31
ExodusPoint Capital Management, LP 186,326 220,448 15% 2020-12-31
Hilltop Holdings Inc. 181,085 125,679 44% 2020-12-31
Eqis Capital Management, Inc. 180,988 99,273 82% 2020-12-31
American Financial Advisors, LLC 156,523 156,591 0% 2020-12-31
Atlantic Trust Group, LLC 153,765 4,900 3,038% 2020-12-31
BABSON CAPITAL MANAGEMENT LLC 149,337 0 New Buy 2020-12-31
WEALTHSOURCE PARTNERS, LLC 146,029 0 New Buy 2020-12-31
PFS INVESTMENTS INC. 141,169 193,178 27% 2020-12-31
HITE Hedge Asset Management LLC 135,840 103,954 31% 2020-12-31
Banco BTG Pactual S.A. 134,500 71,000 89% 2020-12-31
Steward Partners Investment Advisory, LLC 127,975 117,005 9% 2020-12-31
Alley Co LLC 126,852 119,935 6% 2020-12-31
LEGAL & GENERAL GROUP PLC 126,551 135,074 6% 2020-12-31
Betterment LLC 124,538 115,929 7% 2020-12-31
COMERICA SECURITIES,INC. 122,765 118,401 4% 2020-12-31
Crabel Capital Management, LLC 115,863 4,657 2,388% 2020-12-31
Kingsview Wealth Management, LLC 105,399 88,663 19% 2020-12-31
Financial Network 99,757 78,509 27% 2020-12-31
W. E. Donoghue & Co., LLC 98,667 205,276 52% 2020-12-31
Equitable Holdings, Inc. 96,941 83,620 16% 2020-12-31
REGIONS FINANCIAL CORP 92,913 0 New Buy 2020-12-31
New England Investment & Retirement Group, Inc. 91,461 108,077 15% 2020-12-31
OLD MISSION CAPITAL, LLC 86,165 0 New Buy 2020-12-31
Itau Unibanco Holding S.A. 85,690 112,640 24% 2020-12-31
Advisory Services Network, LLC 84,319 81,959 3% 2020-12-31
JAMES INVESTMENT RESEARCH INC 83,477 0 New Buy 2020-12-31
Harwood Advisory Group, LLC 0 103,818 Sold Out 2020-12-31
AMG National Trust Bank 76,803 74,663 3% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 75,439 60,830 24% 2020-12-31
Multi-Financial Securities Corp 73,828 79,250 7% 2020-12-31
Banco Santander, S.A. 2,994 3,312 10% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 68,092 37,819 80% 2020-12-31
Strategic Wealth Partners, Ltd. 64,071 73,787 13% 2020-12-31
AMP Capital Investors Ltd 63,396 86,150 26% 2020-12-31
Integrated Advisors Network LLC 63,232 60,184 5% 2020-12-31
SPRINGBOK CAPITAL MANAGEMENT, LLC 62,400 0 New Buy 2020-12-31
BP WEALTH MANAGEMENT, LLC 60,243 60,265 0% 2020-12-31
Belpointe Asset Management LLC 58,839 0 New Buy 2020-12-31
CFS Investment Advisory Services, LLC 57,616 0 New Buy 2020-12-31
COREPATH WEALTH PARTNERS LLC 56,486 0 New Buy 2020-12-31
AXA 53,364 48,719 10% 2020-12-31
HPM Partners LLC 52,088 0 New Buy 2020-12-31
Alexandria Capital, LLC 49,314 51,778 5% 2020-12-31
Curran Financial Partners, LLC 49,196 0 New Buy 2020-12-31
Pinkerton Retirement Specialists, LLC 46,669 28,360 65% 2020-12-31
NinePointTwo Capital 45,902 0 New Buy 2020-12-31
Wealth Quarterback LLC 43,627 38,188 14% 2020-12-31
PFG Financial Advisors 43,570 33,699 29% 2020-12-31
BLAIR WILLIAM & CO/IL 41,906 37,833 11% 2020-12-31
Almanack Investment Partners, LLC. 41,264 284,499 85% 2020-12-31
CONFLUENCE INVESTMENT MANAGEMENT LLC 40,772 34,360 19% 2020-12-31
Coastline Trust CO 38,670 38,490 0% 2020-12-31
CONDOR CAPITAL MANAGEMENT 38,335 37,171 3% 2020-12-31
EDMOND DE ROTHSCHILD HOLDING S.A. 1,859 10,580 82% 2020-12-31
Financial Advisory Service, Inc. 37,347 27,763 35% 2020-12-31
JONES ROAD CAPITAL MANAGEMENT, L.P. 37,000 0 New Buy 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 36,593 47,046 22% 2020-12-31
BROOKFIELD ASSET MANAGEMENT INC. 36,515 0 New Buy 2020-12-31
Partners Value Investments LP 36,515 36,515 No Change 2020-12-31
ANCHOR CAPITAL ADVISORS INC 36,450 36,450 No Change 2020-12-31
WEDBUSH MORGAN SECURITIES INC 31,289 30,920 1% 2020-12-31
Ensign Peak Advisors, Inc 31,135 31,135 No Change 2020-12-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 30,392 31,034 2% 2020-12-31
Kaizen Financial Strategies 28,939 0 New Buy 2020-12-31
CARY STREET PARTNERS ASSET MANAGEMENT LLC 28,081 0 New Buy 2020-12-31
HARRELL INVESTMENT PARTNERS, LLC 27,917 28,590 2% 2020-12-31
Ascendant Capital Management, LLC 27,700 0 New Buy 2020-12-31
Blue Creek Investment Partners, LLC 27,501 1,747 1,474% 2020-12-31
Biltmore Capital Advisors LLC 26,047 0 New Buy 2020-12-31
CAMDEN NATIONAL BANK 25,468 20,405 25% 2020-12-31
Perigon Wealth Management, LLC 25,277 16,175 56% 2020-12-31
Fusion Capital, LLC 25,209 23,288 8% 2020-12-31
EATON VANCE MANAGEMENT 25,185 24,586 2% 2020-12-31
Birchcreek Wealth Management, LLC 24,113 0 New Buy 2020-12-31
AVALON ADVISORS L P 23,727 21,935 8% 2020-12-31
20/20 Capital Management, Inc. 23,560 0 New Buy 2020-12-31
Actinver Wealth Management, Inc. 23,128 14,227 63% 2020-12-31
BANK OF THE WEST 22,463 18,362 22% 2020-12-31
IHT Wealth Management, LLC 21,545 20,002 8% 2020-12-31
Menard Financial Group LLC 21,359 21,664 1% 2020-12-31
Change Path, LLC 91 192 53% 2020-12-31
Independent Family Office, LLC 20,317 20,317 No Change 2020-12-31
CPCM, LLC 19,586 19,503 0% 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 2,196 2,496 12% 2020-12-31
ASPIRIANT, LLC 18,480 18,480 No Change 2020-12-31
Capstone Investment Advisors, LLC 18,023 39,565 54% 2020-12-31
Burleson & Company, LLC 17,820 16,491 8% 2020-12-31
Proquility Private Wealth Partners, LLC 17,499 0 New Buy 2020-12-31
Winton Capital Group Ltd 17,043 0 New Buy 2020-12-31
Concord Wealth Partners 16,999 0 New Buy 2020-12-31
Archer Investment Corp 16,608 11,815 41% 2020-12-31
Ashfield Capital Partners, LLC 16,301 16,094 1% 2020-12-31
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 15,539 19,297 19% 2020-12-31
Bowie Capital Management, LLC 15,270 10,000 53% 2020-12-31
Psagot Investment House Ltd. 15,256 0 New Buy 2020-12-31
Johnson Bixby & Associates, LLC 15,241 0 New Buy 2020-12-31
Global Endowment Management, LP 14,500 14,500 No Change 2020-12-31
SeaCrest Wealth Management, LLC 14,164 12,733 11% 2020-12-31
FIRETHORN WEALTH PARTNERS, LLC 14,026 0 New Buy 2020-12-31
BANQUE PICTET & CIE SA 13,854 6,509 113% 2020-12-31
Capital Asset Advisory Services LLC 13,853 13,604 2% 2020-12-31
Stonehearth Capital Management, LLC 13,529 12,694 7% 2020-12-31
Arete Wealth Advisors, LLC 13,092 0 New Buy 2020-12-31
Braun-Bostich & Associates Inc. 12,588 0 New Buy 2020-12-31
RiverGlades Family Offices LLC 11,544 11,609 1% 2020-12-31
BDO Wealth Advisors, LLC 11,534 11,889 3% 2020-12-31
Aspire Private Capital, LLC 11,039 20,047 45% 2020-12-31
Boyer & Corporon Wealth Management, LLC 10,790 10,757 0% 2020-12-31
CAMBIAR INVESTORS LLC 10,689 13,475 21% 2020-12-31
CAPITAL ONE FINANCIAL CORP 10,106 5,029 101% 2020-12-31
AMERITAS INVESTMENT CORP 10,095 3,491 189% 2020-12-31
BOARDMAN BAY CAPITAL MANAGEMENT LLC 10,000 10,000 No Change 2020-12-31
First Heartland Consultants, Inc. 9,494 6,683 42% 2020-12-31
Clearbridge Advisors, LLC 8,931 9,317 4% 2020-12-31
Financial Architects, Inc 8,836 3,886 127% 2020-12-31
Rehmann Capital Advisory Group 8,711 8,668 0% 2020-12-31
DEFINED WEALTH MANAGEMENT, LLC 8,599 0 New Buy 2020-12-31
TORON CAPITAL MARKETS INC. 8,575 6,825 26% 2020-12-31
Cooper Financial Group 8,516 2,132 299% 2020-12-31
Sunbelt Securities, Inc. 8,452 5,754 47% 2020-12-31
B&D White Capital Company, LLC 8,363 0 New Buy 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 7,843 9,737 19% 2020-12-31
Disciplined Investments, LLC 7,659 7,410 3% 2020-12-31
MT LUCAS MANAGEMENT CORP 7,597 6,965 9% 2020-12-31
Orion Capital Management LLC 7,466 0 New Buy 2020-12-31
Renasant Bank 7,102 0 New Buy 2020-12-31
Evercore Wealth Management, LLC 7,027 6,896 2% 2020-12-31
ACT Advisors, LLC. 6,928 0 New Buy 2020-12-31
Laffer Investments 6,635 5,697 16% 2020-12-31
Laidlaw Wealth Management LLC 6,536 5,194 26% 2020-12-31
Midwest Professional Planners, LTD. 6,416 0 New Buy 2020-12-31
Crestwood Advisors LLC 6,415 5,716 12% 2020-12-31
GUARDIAN CAPITAL ADVISORS LP 6,330 6,390 1% 2020-12-31
NorthCoast Asset Management LLC 6,102 3,197 91% 2020-12-31
Avitas Wealth Management LLC 6,095 14,645 58% 2020-12-31
Cedar Brook Financial Partners, LLC 6,014 0 New Buy 2020-12-31
CWA Asset Management Group, LLC 5,970 0 New Buy 2020-12-31
Catalyst Capital Advisors LLC 5,900 5,900 No Change 2020-12-31
Main Street Financial Solutions, LLC 5,808 0 New Buy 2020-12-31
ALESCO ADVISORS LLC 5,620 5,875 4% 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 5,505 5,926 7% 2020-12-31
HENDERSON GROUP PLC 5,381 3,265 65% 2020-12-31
BTS Asset Management, Inc. 5,229 5,229 No Change 2020-12-31
Ancora Advisors, LLC 0 4,745 Sold Out 2020-12-31
Charter Oak Capital Management, LLC 5,112 0 New Buy 2020-12-31
FIDUCIARY TRUST CO 4,975 4,975 No Change 2020-12-31
Eudaimonia Partners, LLC 163 300 46% 2020-12-31
BENJAMIN EDWARDS INC 4,559 0 New Buy 2020-12-31
FDx Advisors, Inc. 4,433 4,092 8% 2020-12-31
Anfield Capital Management, LLC 4,409 0 New Buy 2020-12-31
CSS LLC/IL 4,000 4,000 No Change 2020-12-31
MEMBERS Trust Co 3,841 2,889 33% 2020-12-31
Citizens National Bank Trust Department 3,751 3,751 No Change 2020-12-31
BAKER TILLY FINANCIAL, LLC 3,724 0 New Buy 2020-12-31
Marks Group Wealth Management, Inc 3,542 3,179 11% 2020-12-31
Baker Avenue Asset Management, LP 3,470 3,470 No Change 2020-12-31
MONECO Advisors, LLC 3,401 3,497 3% 2020-12-31
QCI ASSET MANAGEMENT INC/NY 3,364 3,340 1% 2020-12-31
SADOFF INVESTMENT MANAGEMENT LLC 3,350 3,514 5% 2020-12-31
PATRON PARTNERS ADVISORS, LLC 3,332 0 New Buy 2020-12-31
Fragasso Group Inc. 3,323 3,302 1% 2020-12-31
EP Wealth Advisors, Inc. 3,155 3,152 0% 2020-12-31
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,963 2,963 No Change 2020-12-31
BerganKDV Wealth Management, LLC 2,887 0 New Buy 2020-12-31
BESSEMER GROUP INC 0 13,301 Sold Out 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 2,811 0 New Buy 2020-12-31
Winslow, Evans & Crocker, Inc. 2,776 385 621% 2020-12-31
BERNZOTT CAPITAL ADVISORS 2,720 0 New Buy 2020-12-31
Point View Financial Services, Inc. 2,678 2,757 3% 2020-12-31
JD Financial Services Inc. 2,658 0 New Buy 2020-12-31
COLONY GROUP LLC 2,570 2,524 2% 2020-12-31
FIRST INTERSTATE BANK 2,497 2,497 No Change 2020-12-31
NewFocus Financial Group, LLC 2,470 2,617 6% 2020-12-31
CIBC World Markets Inc. 2,414 2,399 1% 2020-12-31
Altman Advisors, Inc. 2,361 2,145 10% 2020-12-31
Goodman & Company, Investment Counsel Ltd. 2,300 3,300 30% 2020-12-31
Tranquility Partners, LLC 2,291 2,270 1% 2020-12-31
Accretive Wealth Partners, LLC 2,232 0 New Buy 2020-12-31
Bluesphere Advisors, LLC 2,194 0 New Buy 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 2,191 395 455% 2020-12-31
180 WEALTH ADVISORS, LLC 2,080 2,598 20% 2020-12-31
Acorn Wealth Advisors, LLC 2,008 0 New Buy 2020-12-31
HM PAYSON & CO 2,000 2,800 29% 2020-12-31
TOMPKINS FINANCIAL CORP 1,999 6,237 68% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 152 152 No Change 2020-12-31
DERBY & COMPANY, INC 1,987 1,987 No Change 2020-12-31
Hartland & Co., LLC 1,974 1,974 No Change 2020-12-31
Orion Portfolio Solutions, LLC 1,879 0 New Buy 2020-12-31
BLUEFIN CAPITAL MANAGEMENT, LLC 1,841 18,628 90% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,811 1,791 1% 2020-12-31
Brouwer & Janachowski, LLC 1,801 1,801 No Change 2020-12-31
Fullen Financial Group 1,726 1,723 0% 2020-12-31
TNB Financial 1,706 1,788 5% 2020-12-31
OPPENHEIMER ASSET MANAGEMENT INC 1,692 1,704 1% 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,625 0 New Buy 2020-12-31
Abbrea Capital, LLC 1,590 1,490 7% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 1,573 1,594 1% 2020-12-31
Swift Run Capital Management, LLC 1,500 1,500 No Change 2020-12-31
BURNEY CO/ 1,492 1,492 No Change 2020-12-31
Covington Capital Management 1,200 1,200 No Change 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,173 1,316 11% 2020-12-31
MayTech Global Investments, LLC 1,100 1,100 No Change 2020-12-31
Accel Wealth Management 1,065 0 New Buy 2020-12-31
Blume Capital Management, Inc. 1,000 1,000 No Change 2020-12-31
SRS Capital Advisors, Inc. 894 228,615 100% 2020-12-31
Barrett Asset Management, LLC 890 890 No Change 2020-12-31
Pacitti Group Inc. 620 975 36% 2020-12-31
Rockbridge Investment Management, LCC 620 620 No Change 2020-12-31
Summit Investment Advisors, Inc. 590 590 No Change 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 498 376 32% 2020-12-31
SALEM INVESTMENT COUNSELORS INC 338 331 2% 2020-12-31
Altus Wealth Group LLC 150 0 New Buy 2020-12-31
Column Capital Advisors, LLC 327 327 No Change 2020-12-31
PEDDOCK CAPITAL ADVISORS, LLC 300 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 271 279 3% 2020-12-31
Pacific Center for Financial Services 265 265 No Change 2020-12-31
FSA Wealth Management LLC 230 0 New Buy 2020-12-31
Alpha DNA Investment Management LLC 197 0 New Buy 2020-12-31
Pflug Koory, LLC 164 164 No Change 2020-12-31
Capital Analysts, Inc. 142 142 No Change 2020-12-31
Vectors Research Management, LLC 127 145 12% 2020-12-31
FFCM LLC 115 200 43% 2020-12-31
Capstone Triton Financial Group, LLC 98 0 New Buy 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 90 90 No Change 2020-12-31
Freestone Capital Holdings, LLC 61 61 No Change 2020-12-31
CBIZ Investment Advisory Services, LLC 56 2,242 98% 2020-12-31
ENCOMPASS WEALTH ADVISORS, LLC 45 0 New Buy 2020-12-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 45 0 New Buy 2020-12-31
Balentine LLC 9 9 No Change 2020-12-31
Fiduciary Planning LLC 8 8 No Change 2020-12-31
LOOMIS SAYLES & CO L P 7 0 New Buy 2020-12-31
Global Wealth Management Investment Advisory, Inc. 6 6 No Change 2020-12-31
BAILARD, INC. 0 1,947 Sold Out 2020-12-31
Advisors Capital Management, LLC 0 54,623 Sold Out 2020-12-31
ALKEON CAPITAL MANAGEMENT LLC 0 1,000,000 Sold Out 2020-12-31
Ballentine, Finn & Company, Inc. 0 3,485 Sold Out 2020-12-31
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp 0 1,558,000 Sold Out 2020-12-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0 11,168 Sold Out 2020-12-31
Argent Trust Co 0 1,621 Sold Out 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 0 31,652 Sold Out 2020-12-31
Aveo Capital Partners, LLC 0 30,359 Sold Out 2020-12-31
Empowered Funds, LLC 0 78,945 Sold Out 2020-12-31
SG3 Management, LLC 0 83,800 Sold Out 2020-12-31
Centiva Capital, LP 0 506,940 Sold Out 2020-12-31
Beacon Pointe Advisors, LLC 0 1,541 Sold Out 2020-12-31
Apollon Wealth Management, LLC 0 1,703 Sold Out 2020-12-31
DUALITY ADVISERS, LP 0 156,230 Sold Out 2020-12-31
INNEALTA CAPITAL, LLC 0 11,375 Sold Out 2020-12-31
Beirne Wealth Consulting Services, LLC 0 1,900 Sold Out 2020-12-31
Hoover Financial Advisors, Inc. 0 11 Sold Out 2020-12-31
Inscription Capital, LLC 0 3,685 Sold Out 2020-12-31
MidWestOne Financial Group, Inc. 0 2,226 Sold Out 2020-12-31
Ambassador Advisors, LLC 0 950 Sold Out 2020-12-31
UMA Financial Services, Inc. 0 43,773 Sold Out 2020-12-31
Adams Wealth Management 0 288 Sold Out 2020-12-31
DAN L DUNCAN FOUNDATION 0 39,065 Sold Out 2020-12-31
Capital Advisory Group Advisory Services, LLC 0 18 Sold Out 2020-12-31
tru Independence LLC 0 1,385 Sold Out 2020-12-31
BNC WEALTH MANAGEMENT, LLC 0 115 Sold Out 2020-12-31
CATALYST PRIVATE WEALTH, LLC 0 2 Sold Out 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 0 244 Sold Out 2020-12-31
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