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STOCK TICKER:
iShares Core MSCI Emerging Markets ETF   (ticker: IEMG)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 85
0 100 85
Current Holdings: 812,819,905
Previous Holdings: 565,056,825
Change: 43.85%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
BANK OF AMERICA CORP /DE/ bought99,696,100 99,696,100 Creative Planning 100%37,520,952 8,584
MORGAN STANLEY bought43,679,395 43,679,395 Wealthfront Advisers LLC 55%13,103,771 10,927,014
First Command Advisory Services, Inc. 14,254,789%24,803,333 24,803,507 WELLS FARGO & CO/MN 13%6,280,193 43,322,065
JANE STREET GROUP, LLC 217%14,653,501 21,418,357 ENVESTNET ASSET MANAGEMENT INC 24%4,399,939 14,317,084
BANK OF NOVA SCOTIA / bought7,359,550 7,359,550 Municipal Employees' Retirement System of Michigan sold4,098,862 0
Varma Mutual Pension Insurance Co bought6,941,472 6,941,472 Jordan Park Group LLC 39%2,308,292 3,570,262
CITADEL ADVISORS LLC (Kenneth C. Griffin) bought5,969,926 5,969,926 LPL Financial CORP 12%2,128,715 15,713,810
OLD MISSION CAPITAL LLC 3,122%5,466,814 5,641,897 Nationwide Fund Advisors 21%2,023,925 7,425,687
BB&T CORP bought5,109,697 5,109,697 Grantham, Mayo, Van Otterloo & Co. LLC 47%1,943,220 2,218,987
ROYAL BANK OF CANADA bought4,546,263 4,546,263 LINCOLN NATIONAL CORP 100%1,784,334 895
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought3,630,000 3,630,000 Bridgewater Associates, Inc.(Raymond Dalio) 46%1,538,155 1,786,519
Charles Schwab Investment Advisory, Inc. bought2,919,540 2,919,540 Oak Hill Investment Management, L.P. 71%1,386,634 561,127
AMERIPRISE FINANCIAL INC bought2,899,181 2,899,181 DRW Securities, LLC 60%1,378,355 902,507
MEMBERS Trust Co bought2,679,654 2,679,654 UNITED SERVICES AUTOMOBILE ASSOCIATION 91%1,220,689 114,915
J P MORGAN CHASE & CO 22%2,630,987 14,521,926 Progeny 3, Inc. 92%1,175,600 107,280
HSBC HOLDINGS PLC bought2,630,533 2,630,533 Conrad N. Hilton Foundation 70%862,554 372,401
LAZARD ASSET MANAGEMENT LLC 1,148%2,372,620 2,579,257 STRATEGIC INVESTMENT MANAGEMENT 41%859,510 1,257,311
NORTHERN TRUST CORP bought2,188,126 2,188,126 PARK AVENUE SECURITIES LLC 96%790,937 30,607
MARTIN CURRIE LTD bought2,136,127 2,136,127 RAYMOND JAMES & ASSOCIATES 7%749,188 9,257,801
FRANKLIN RESOURCES INC 43%1,742,327 5,786,184 ASPIRIANT, LLC 42%715,181 987,194
DIAM Co., Ltd. 21%1,732,390 9,917,822 SPINNAKER TRUST 96%682,356 27,349
Hamilton Capital Management, Inc. bought1,670,671 1,670,671 CWM, LLC 76%649,869 202,384
Clal Insurance Enterprises Holdings Ltd bought1,549,140 1,549,140 STATE STREET CORP 8%621,540 6,851,540
Toroso Investments, LLC bought1,495,639 1,495,639 Janney Montgomery Scott LLC 53%595,788 518,150
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16%1,327,002 9,722,960 MML INVESTORS SERVICES, LLC 45%572,455 693,553
PARAMETRIC PORTFOLIO ASSOCIATES 32%1,305,346 5,403,965 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 55%570,417 460,895
SCHWAB CHARLES INVESTMENT MANAGEMENT INC bought1,189,920 1,189,920 Wharton Business Group, LLC 25%560,324 1,676,049
3EDGE Asset Management, LP bought1,188,924 1,188,924 FIFTH THIRD BANCORP 22%510,574 1,835,165
Alaska Permanent Capital Management bought1,156,309 1,156,309 BRANDYWINE OAK PRIVATE WEALTH LLC 89%503,278 62,723
Cresset Asset Management, LLC bought1,144,634 1,144,634 Ilmarinen Mutual Pension Insurance Co 15%500,736 2,859,352
Adventist Health System/ West bought1,109,040 1,109,040 FFT WEALTH MANAGEMENT LLC 95%483,200 26,534
Elm Partners Management LLC bought1,104,114 1,104,114 Raymond James Financial Services Advisors, Inc. 19%471,959 1,967,172
Sawtooth Asset Management, Inc. bought992,963 992,963 Summit Rock Advisors, LLC sold393,289 0
US BANCORP DE 8%976,873 13,307,040 MONETA GROUP INVESTMENT ADVISORS INC 21%367,577 1,415,126
FLOW TRADERS U.S. LLC 368%753,142 957,821 Comprehensive Portfolio Management, LLC 44%332,061 419,662
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought682,288 682,288 ETRADE Capital Management LLC sold285,420 0
Laidlaw Wealth Management LLC bought643,687 643,687 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 21%275,400 1,064,300
MANUFACTURERES LIFE INSURANCE CO bought596,051 596,051 Mirae Asset Global Investments Co., Ltd. 10%272,350 2,454,796
Connecticut Wealth Management, LLC 2,457%595,063 619,285 Global Financial Private Capital, LLC 84%268,752 49,546
GRIMES & COMPANY, INC. 541%552,911 655,161 Spotlight Asset Group, Inc. 74%264,198 92,779
Susquehanna International Group, LLP 184%536,717 828,917 Sage Advisory Services, Ltd.Co. sold262,901 0
SCHRODER INVESTMENT MANAGEMENT GROUP bought498,622 498,622 Rockefeller Capital Management L.P. sold256,113 0
ATRIA INVESTMENTS LLC bought486,872 486,872 Gresham Partners, LLC 39%254,000 398,781
Heritage Wealth Advisors bought484,521 484,521 CKW FINANCIAL GROUP 21%249,168 964,966
GEODE CAPITAL MANAGEMENT LLC bought477,863 477,863 EVERETT HARRIS & CO /CA/ 16%237,324 1,209,801
Pathstone Family Office, LLC 948%465,291 514,370 STATE BANK & TRUST 31%223,243 488,908
APCM Wealth Management for Individuals bought418,677 418,677 COMMONWEALTH EQUITY SERVICES, LLC. 18%207,983 953,490
NextCapital Advisers, Inc. 12%398,679 3,744,423 NorthCoast Asset Management LLC 28%207,416 528,971
WESTWOOD HOLDINGS GROUP INC 50%377,416 1,126,191 Matson Money. Inc. 9%207,385 2,160,116
ING INVESTMENT MANAGEMENT LLC bought357,012 357,012 Ballentine, Finn & Company, Inc. 10%207,155 1,864,191
CAPITAL ADVISORS INC/OK bought348,079 348,079 KEYBANK NATIONAL ASSOCIATION/OH 8%204,853 2,473,707
FDx Advisors, Inc. 390%344,215 432,448 FIS GROUP, INC. sold204,648 0
SYNOVUS FINANCIAL CORP 49%344,106 1,050,348 LGL PARTNERS, LLC 96%204,341 9,343
MainStreet Investment Advisors LLC bought331,912 331,912 LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 10%200,000 1,840,000
CITIGROUP INC 48%318,512 987,932 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 35%191,897 358,774
Magnus Financial Group LLC 3,031%315,280 325,683 PARTNERS CAPITAL INVESTMENT GROUP, LLP 14%188,481 1,157,465
SEI INVESTMENTS CO 44%294,348 969,581 PFS INVESTMENTS INC. sold171,228 0
W. E. Donoghue & Co., LLC bought288,797 288,797 Berman Capital Advisors, LLC sold145,455 0
Ironwood Wealth Management, LLC. bought280,694 280,694 SENTINEL TRUST CO LBA 52%145,034 134,188
Rainwater Charitable Foundation bought275,530 275,530 UMB BANK N A/MO 25%135,885 414,689
QUATTRO FINANCIAL ADVISORS LLC 160%263,017 426,995 Financial Partners Group, Inc 55%135,682 108,867
Ironsides Asset Advisors, LLC bought241,936 241,936 M Holdings Securities, Inc. 87%131,343 20,287
Wealthquest Corp bought232,137 232,137 FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3%130,000 4,599,100
DRIEHAUS CAPITAL MANAGEMENT LLC 48%231,549 716,829 BLAIR WILLIAM & CO/IL 34%129,535 248,888
SPC Financial, Inc. 214%229,380 336,625 WAYNE HUMMER INVESTMENTS L.L.C. 79%125,279 32,894
ALTFEST L J & CO INC bought226,866 226,866 TOMPKINS FINANCIAL CORP 38%124,417 204,243
Orion Portfolio Solutions, LLC bought222,755 222,755 VICTORY CAPITAL MANAGEMENT INC 5%122,970 2,532,274
BCJ Capital Management, LLC bought209,410 209,410 NOTTINGHAM ADVISORS, INC. 26%121,761 345,334
DEUTSCHE BANK AG 11%200,002 2,060,108 MV Capital Management, Inc. sold120,557 0
Savant Capital Management Inc 9%189,586 2,293,512 Icon Wealth Partners, LLC 82%116,554 25,466
Legacy Wealth Partners, Inc. bought186,745 186,745 Estate Counselors, LLC 97%115,510 3,890
GREENWOOD CAPITAL ASSOCIATES LLC 921%186,287 206,522 Steward Partners Investment Advisory, LLC 44%114,801 147,977
QUADRANT CAPITAL GROUP LLC bought184,363 184,363 Brookstone Capital Management 92%113,204 9,396
D. E. Shaw & Co., INC. (David E. Shaw) bought169,431 169,431 Country Club Trust Company, n.a. 96%111,593 4,854
Ackerman Capital Advisors, LLC bought169,314 169,314 Steel Peak Wealth Management LLC sold109,590 0
Feltz Wealth PLAN Inc. bought161,179 161,179 Lineweaver Wealth Advisors, LLC sold105,991 0
FOUNDERS FINANCIAL SECURITIES LLC bought153,048 153,048 People's United Financial, Inc. 11%98,876 793,156
Hirtle Callaghan & Co Inc 24%147,775 774,755 UNIONBANCAL CORP 33%96,929 196,163
Probity Advisors, Inc. bought146,513 146,513 Goss Wealth Management LLC 46%95,347 109,982
GM Advisory Group, Inc. bought145,466 145,466 DAN L DUNCAN FOUNDATION sold95,197 0
UBS Group AG 738%141,549 160,739 Bank of New York Mellon CORP 2%94,924 4,420,220
CIBC World Markets Inc. bought133,648 133,648 HighTower Advisors, LLC 15%93,802 546,562
WOODMONT INVESTMENT COUNSEL LLC bought129,353 129,353 Retirement Systems of Alabama 1%93,716 7,509,120
WOLVERINE TRADING, LLC 53%128,693 371,533 Parkside Investments, LLC 30%89,832 209,299
TWO SIGMA SECURITIES, LLC bought128,168 128,168 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 0%89,100 18,050,100
Wakefield Asset Management LLLP bought124,352 124,352 CAPITAL ONE FINANCIAL CORP 30%88,953 202,793
PROEQUITIES, INC. 154%120,155 198,078 Beacon Harbor Wealth Advisors, Inc. sold87,766 0
CREDIT SUISSE/ bought118,717 118,717 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2%86,501 5,090,815
ALLIANCEBERNSTEIN L.P. 3%113,079 3,967,272 BRINKER CAPITAL INC 13%86,067 592,066
Tarbox Group, Inc. 30%110,529 482,012 Sharkey, Howes & Javer 85%84,833 15,219
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3%110,400 3,538,541 Cougar Global Investments Ltd 40%84,021 124,179
FINANCIAL ADVISORY CORP /UT/ /ADV bought109,902 109,902 DIVERGENT WEALTH ADVISORS, LLC 19%83,469 360,440
Rockbridge Investment Management, LCC bought109,602 109,602 HAVERFORD TRUST CO 2%82,752 5,298,506
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 155%108,832 178,852 Omnia Family Wealth, LLC sold82,313 0
Orgel Wealth Management, LLC bought104,542 104,542 REGIONS FINANCIAL CORP 14%78,607 476,178
Cardinal Strategic Wealth Guidance bought102,614 102,614 BANK OF MONTREAL /CAN/ 24%76,599 248,293
Amerivest Investment Management LLC 3%99,678 3,168,236 Kingfisher Capital LLC 86%73,053 12,199
CHILTON CAPITAL MANAGEMENT LLC bought99,268 99,268 Verde Capital Management sold72,890 0
One Capital Management, LLC 223%94,986 137,555 Rafferty Asset Management, LLC 37%70,397 118,406
Betterment LLC 2%92,802 6,222,900 NISA INVESTMENT ADVISORS L L C 6%69,100 1,065,893
Adaptive Financial Consulting, LLC bought92,344 92,344 National Asset Management, Inc. 100%67,633 160
COMMERCE BANK N A/MO 44%91,116 296,746 TWIN FOCUS CAPITAL PARTNERS, LLC 19%67,164 282,430
NICOLET ADVISORY SERVICES, LLC 65%90,521 230,452 Watson Rebecca 90%66,952 7,767
Empirical Financial Services, LLC 15%87,806 690,219 Aurum Wealth Management Group, LLC 22%66,706 243,341
Sumitomo Mitsui Asset Management Company, LTD 63%86,401 223,482 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 93%66,428 4,679
Blueprint Investment Partners LLC 13,607%85,861 86,492 RPTC Inc. 15%64,215 350,689
MISSION WEALTH MANAGEMENT, LLC 48%85,857 264,329 Ford Financial Group, Inc. 56%63,274 49,078
PNC FINANCIAL SERVICES GROUP INC 18%85,780 561,434 HawsGoodwin Investment Management LLC 91%62,397 6,465
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main bought85,002 85,002 Almanack Investment Partners, LLC. sold61,491 0
BLB&B Advisors, LLC 41%83,916 288,308 WHITTIER TRUST CO 10%59,367 556,191
AMG National Trust Bank bought82,973 82,973 Stone House Investment Management, LLC sold58,589 0
Alera Investment Advisors, LLC 374%81,806 103,666 Hilltop Holdings Inc. 91%58,009 5,900
Clark Capital Management Group, Inc. bought78,381 78,381 WELLINGTON MANAGEMENT CO LLP 8%55,253 608,555
Sontag Advisory, LLC 45%75,656 242,568 ARGA Investment Management, LP sold54,249 0
Gladstone Institutional Advisory LLC bought75,317 75,317 Opes Wealth Management LLC 90%53,764 5,974
Wilshire Associates Inc bought71,503 71,503 LEVEL FOUR ADVISORY SERVICES, LLC sold52,985 0
ALESCO ADVISORS LLC 4%71,066 1,857,619 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM sold52,509 0
MACKENZIE FINANCIAL CORP bought69,500 69,500 TRUE Private Wealth Advisors 28%52,379 133,899
EVERGREEN CAPITAL MANAGEMENT LLC bought68,125 68,125 Cypress Wealth Services, LLC sold50,515 0
Private Portfolio Partners LLC bought67,619 67,619 Monument Capital Management sold50,293 0
Cranbrook Wealth Management, LLC bought67,519 67,519 Choate Investment Advisors 69%49,411 21,937
Cypress Capital, LLC bought67,252 67,252 INVESTMENT PARTNERS LTD /OH/ /ADV sold49,306 0
Streettalk Advisors, LLC 25%66,290 332,258 UMA Financial Services, Inc. 37%49,031 82,197
Northwest Bancshares, Inc. bought65,005 65,005 PagnatoKarp Partners LLC 15%48,246 274,804
Fort Point Capital Partners, LLC bought63,974 63,974 DOHJ, LLC sold48,124 0
Horizon Investments, LLC/SC bought61,724 61,724 OPPENHEIMER ASSET MANAGEMENT INC 7%47,473 623,092
MCF Advisors LLC 25%61,251 310,151 Summit X, LLC 83%47,470 9,788
BENJAMIN F. EDWARDS & COMPANY, INC. 555%60,618 71,542 Jaffetilchin Investment Partners, LLC 97%47,463 1,483
STEPHENS GROUP ASSET MANAGEMENT, LLC 417%60,227 74,685 MERCER GLOBAL ADVISORS INC /ADV 69%47,315 21,042
Peninsula Wealth, LLC 140%58,870 100,797 Milestone Group, Inc. 15%47,032 261,399
PDS Planning, Inc bought56,827 56,827 GV Capital Management sold46,136 0
SCOTIA CAPITAL INC. 240%56,573 80,188 Kovack Advisors, Inc. 85%45,749 7,782
H D Vest Advisory Services 6%56,434 1,022,142 Silverleafe Capital Partners, LLC sold45,650 0
M&T BANK CORP 1%55,717 8,466,832 Bernardo Wealth Planning LLC sold43,929 0
Resonant Capital Advisors, LLC 94%55,283 113,931 NWAM LLC 90%43,765 4,707
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC bought54,994 54,994 Firestone Capital Management 42%43,235 59,825
Equitable Holdings, Inc. bought54,730 54,730 Clarity Wealth Advisors, LLC sold43,066 0
Merriman Wealth Management, LLC bought54,622 54,622 Keebeck Wealth Management, LLC 85%41,208 7,531
Columbus Macro, LLC 28%54,208 249,798 Trexquant Investment LP sold40,796 0
Fusion Family Wealth LLC 93%52,327 108,344 Merit Financial Group, LLC 63%40,782 24,422
Stratford Consulting, LLC 510%51,567 61,673 FIRST CITIZENS BANK & TRUST CO 8%40,312 458,785
Financial Engines Advisors L.L.C. 37%50,657 188,666 Lutz Financial Services LLC 28%39,826 100,876
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 44%49,910 164,530 CANTOR FITZGERALD INVESTMENT ADVISER L.P. 24%39,361 127,840
GOLDMAN SACHS GROUP INC bought48,637 48,637 Migdal Insurance & Financial Holdings Ltd. 95%38,760 1,940
Itau Unibanco Holding S.A. bought47,800 47,800 Price Wealth Management, Inc. 65%38,234 20,634
F3Logic, LLC 18%47,715 316,763 Good Life Advisors, LLC sold38,109 0
Parallel Advisors, LLC 14%47,679 388,356 Spectrum Management Group, Inc. 63%37,600 21,791
Demars Financial Group, LLC bought46,962 46,962 Sepio Capital, LLC 26%37,307 107,296
CHAI TRUST CO LLC 20%46,727 281,837 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 92%37,229 3,217
COMERICA SECURITIES,INC. bought45,982 45,982 REGENTATLANTIC CAPITAL LLC 2%37,148 2,363,274
Legacy Financial Advisors, Inc. 97%45,781 92,984 Marietta Wealth Management, LLC 29%36,672 91,728
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 7%45,675 743,989 RFG Advisory Group, LLC 78%35,614 9,902
Stairway Partners, LLC 4%45,035 1,213,332 TIEDEMANN WEALTH MANAGEMENT, LLC 89%34,926 4,460
Petix & Botte Co 96%44,061 89,913 UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 54%34,900 30,100
Coconut Grove Bank 30%42,407 182,446 FEDERATED INVESTORS INC /PA/ sold34,875 0
Relative Value Partners Group, LLC bought41,897 41,897 Lee Financial CORP 16%34,683 182,339
JMG Financial Group, Ltd. bought41,387 41,387 FIL Ltd 11%34,008 262,078
Premise Capital, LLC bought41,239 41,239 B & T Capital Management DBA Alpha Capital Management sold32,881 0
SigFig Wealth Management, LLC 7%41,183 668,509 FIRST NATIONAL TRUST CO 49%32,284 33,416
FIRST HAWAIIAN BANK 635%40,585 46,977 MASSMUTUAL TRUST CO FSB/ADV 25%31,898 98,125
Homrich & Berg 211%38,658 56,945 MAI Wealth Advisors 5%31,540 651,470
BSC PRIVATE WEALTH MANAGEMENT, LLC 272%38,287 52,366 RMB Capital Management, LLC sold31,388 0
IndexIQ Advisors LLC 79%37,382 84,583 Archetype Wealth Partners, LLC 19%30,749 132,975
ENTERPRISE FINANCIAL SERVICES CORP bought37,167 37,167 IHT Wealth Management, LLC 32%30,637 65,596
Investure LLC 124%37,125 67,100 HARRELL INVESTMENT PARTNERS, LLC 37%30,588 52,628
Princeton Global Asset Management LLC 87%36,662 78,799 ARGI Investment Services, LLC 30%30,559 70,990
Waldron, LP 11%36,643 356,097 Burns Wealth Management, Inc. 8%30,073 341,511
WAYNE HUMMER ASSET MANAGEMENT CO 13%36,603 320,473 Black Diamond Financial, LLC 51%29,866 28,514
Wealth Alliance Advisory Group, LLC 43%36,341 121,096 BLUE SQUARE ASSET MANAGEMENT, LLC 47%29,588 32,768
CAPE COD FIVE CENTS SAVINGS BANK 12%35,158 323,563 Gerber Kawasaki Wealth & Investment Management 28%29,466 76,947
Edge Capital Group, LLC 4%34,944 968,428 Outlook Wealth Advisors, LLC sold29,421 0
Strategic Wealth Partners, Ltd. bought34,770 34,770 AQR CAPITAL MANAGEMENT LLC 2%29,207 1,321,021
LAKE STREET ADVISORS GROUP, LLC 9%33,282 384,123 Bay Harbor Wealth Management, LLC 100%29,019 99
Modera Wealth Management, LLC 3%32,689 1,005,057 Private Advisor Group, LLC 4%28,506 650,046
55I, LLC 154%32,508 53,670 Strategic Investment Advisors / MI 76%27,549 8,642
TOWNSQUARE CAPITAL LLC 114%32,336 60,654 PANAGORA ASSET MANAGEMENT INC 56%26,513 20,721
Westside Investment Management, Inc. bought32,311 32,311 AdvisorNet Financial, Inc 20%26,309 107,255
WHITTIER TRUST CO OF NEVADA INC 7%32,174 489,156 Pinnacle Wealth Management Advisory Group, LLC 35%25,770 47,820
HANCOCK HOLDING CO 24%31,909 167,615 Sigma Planning Corp 13%25,534 176,979
FLAGSHIP HARBOR ADVISORS, LLC 321%31,865 41,790 PINNACLE ASSOCIATES LTD 13%25,122 169,621
Neuberger Berman Group LLC 5%31,437 704,019 InterOcean Capital, LLC 9%25,027 259,552
HOLLENCREST SECURITIES LLC bought31,349 31,349 Financial Strategy Network, LLC sold24,959 0
DAVIDSON D A & CO 77%30,605 70,605 LIBERTY WEALTH MANAGEMENT LLC 94%23,600 1,544
Advisory Services Network, LLC bought30,225 30,225 CLARET ASSET MANAGEMENT Corp sold23,324 0
HPM Partners LLC 17%30,185 203,630 KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 37%22,715 38,953
Rehmann Capital Advisory Group bought30,057 30,057 FIRST TRUST ADVISORS LP 16%22,595 121,174
Sumitomo Mitsui Trust Holdings, Inc. 2%28,672 1,333,477 SIGMA INVESTMENT COUNSELORS INC 19%22,582 95,615
GeoWealth Management, LLC bought28,341 28,341 Veracity Capital LLC 48%22,570 24,623
Robertson Stephens Wealth Management, LLC 35%28,330 110,258 Sequoia Financial Advisors, LLC sold22,541 0
Ascent Wealth Partners, LLC 16%25,881 185,436 Aspire Private Capital, LLC 95%22,414 1,270
BRANDYWINE TRUST CO bought25,731 25,731 BARCLAYS PLC 3%22,202 680,195
Wealth Alliance bought25,307 25,307 Alaska Permanent Fund Corp 9%22,066 227,934
Litman Gregory Asset Management LLC 10%23,535 250,237 Mariner Wealth Advisors, LLC 3%21,325 716,807
Mutual Advisors, LLC bought23,498 23,498 LBMC INVESTMENT ADVISORS, LLC 25%21,257 64,999
Smith & Howard Wealth Management, LLC 24%23,377 122,103 Stokes Family Office, LLC 15%21,187 117,389
Osborn Rohs Williams & Donohoe Ltd bought23,364 23,364 MA Private Wealth 8%21,184 258,074
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought23,199 23,199 Private Ocean, LLC 26%20,496 57,428
TFO-TDC, LLC 405%23,024 28,709 Eldridge Investment Advisors, Inc. 73%20,033 7,587
Ellevest, Inc. 808%22,639 25,441 Veritable, L.P. 3%19,750 570,403
Paracle Advisors, LLC 12%22,126 206,148 Aveo Capital Partners, LLC sold19,396 0
SMITHFIELD TRUST CO 13%21,994 187,013 TOTAL INVESTMENT MANAGEMENT INC sold19,282 0
Acropolis Investment Management, LLC 27%20,380 95,942 Van Hulzen Asset Management, LLC 16%19,149 101,250
WealthStone, Inc. bought20,306 20,306 Patten Group, Inc. sold19,103 0
Head & Associates, LLC bought20,127 20,127 Chevy Chase Trust Holdings, Inc. sold18,857 0
AJ WEALTH STRATEGIES, LLC bought20,060 20,060 Pensionmark Financial Group, LLC sold18,805 0
Pinnacle Advisory Group, Inc. bought19,909 19,909 Altium Wealth Management LLC 3%18,512 535,032
Transamerica Financial Advisors, Inc. bought19,706 19,706 Sowell Financial Services LLC 23%18,054 60,468
EisnerAmper Wealth Management Corporate Benefits, LLC bought19,581 19,581 GLENMEDE TRUST CO NA 9%17,943 173,878
FINANCIAL COUNSELORS INC 17%19,507 137,729 OXFORD FINANCIAL GROUP LTD 99%17,909 268
Intrua Financial, LLC bought18,985 18,985 Emerald Investment Partners, LLC 65%17,709 9,524
J.W. COLE ADVISORS, INC. bought18,877 18,877 Accredited Investors Inc. 40%17,438 26,011
BLUESTEIN R H & CO 45%18,508 59,385 Sullivan, Bruyette, Speros & Blaney, Inc. 14%17,201 104,789
Astoria Strategic Wealth, Inc. 39%18,341 65,955 Integrated Investment Consultants, LLC sold17,190 0
CALTON & ASSOCIATES, INC. 78%18,316 41,744 Timber Creek Capital Management LLC sold17,143 0
Financial Advocates Investment Management 13%17,654 150,219 Actinver Wealth Management, Inc. 47%17,100 19,260
YCMNET ADVISORS INC 2%17,602 927,823 PFG Financial Advisors 7%17,071 241,454
Elevated Capital Advisors, LLC bought17,582 17,582 Armbruster Capital Management, Inc. 25%17,068 52,164
Elmwood Wealth Management, Inc. bought17,137 17,137 RSM US WEALTH MANAGEMENT LLC sold16,589 0
Pennsylvania Trust Co bought17,050 17,050 Wealth Quarterback LLC 31%16,576 37,552
IEQ CAPITAL, LLC 64%16,985 43,547 ISLAY CAPITAL MANAGEMENT, LLC 35%16,286 30,266
Community Bank, N.A. 19%16,969 108,020 SOL Capital Management CO 10%15,742 148,784
First Allied Advisory Services, Inc. 5%16,303 314,140 Global Retirement Partners, LLC 9%15,674 149,448
PHILLIPS FINANCIAL MANAGEMENT, LLC bought16,098 16,098 Financial Advisors Network, Inc. 31%15,380 34,307
TPG Financial Advisors, LLC bought15,557 15,557 Element Wealth, LLC 23%15,308 49,933
STERLING INVESTMENT ADVISORS LLC /ADV 7%15,492 233,413 Princeton Portfolio Strategies Group LLC 53%14,828 13,308
NICOLET BANKSHARES INC 73%15,424 36,495 Hexavest Inc. 26%14,743 41,503
ROPES WEALTH ADVISORS LLC 5,016%15,300 15,605 COLDSTREAM CAPITAL MANAGEMENT INC 70%14,716 6,184
SMITH CAPITAL MANAGEMENT INC /AR/ADV 242%15,215 21,495 AE Wealth Management LLC 1%14,608 1,010,048
BDO Wealth Advisors, LLC 3%15,206 487,533 Argent Trust Co 18%14,525 64,639
Aspen Investment Management Inc bought15,073 15,073 LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 4%14,245 369,040
Tower Research Capital LLC bought14,964 14,964 Abundance Wealth Counselors 2%14,138 686,514
PACIFIC CAPITAL WEALTH ADVISORS, INC 15%14,592 110,357 Rossmore Private Capital 10%14,122 124,726
FIFTH THIRD SECURITIES, INC. bought14,485 14,485 Swan Wealth Advisors, Inc. 3%14,110 547,400
Truepoint, Inc. 102%14,428 28,610 Venture Visionary Partners LLC 48%13,926 15,272
Prospera Financial Services bought14,399 14,399 KCS Wealth Advisory sold13,893 0
Verition Fund Managegment LLC bought14,343 14,343 Maxim Capital Management LLC 8%12,971 159,820
vontobel swiss wealth advisors AG bought14,300 14,300 Beirne Wealth Consulting Services, LLC 45%12,924 15,495
Financial Advisory Service, Inc. 15%14,230 111,727 FIERA SCEPTRE INC. 3%12,813 358,933
Fairhaven Wealth Management, LLC 10%14,216 155,512 Cutler Group LP 70%12,800 5,600
Towercrest Capital Management 12%14,211 129,282 One Wealth Advisors, LLC 50%12,558 12,713
RAYMOND JAMES TRUST CO 8%14,016 183,250 Providence Capital Advisors, LLC 100%12,537 4
Squar Milner Financial Services LLC bought13,914 13,914 Buckingham Asset Management, LLC 42%12,453 17,272
Apollon Wealth Management, LLC 37%13,732 50,995 COLONY GROUP LLC sold12,346 0
BP WEALTH MANAGEMENT, LLC 8%13,538 175,931 Capital Analysts, Inc. 3%12,026 358,929
LWS Wealth Advisors, Inc. 11%13,444 136,315 Personal Wealth Partners 9%11,877 114,603
Intelligence Driven Advisers, LLC bought13,377 13,377 Covington Capital Management 72%11,579 4,413
VAUGHAN DAVID INVESTMENTS INC/IL bought13,296 13,296 Kathmere Capital Management, LLC 43%11,057 14,712
GOFEN & GLOSSBERG LLC /IL/ 16%13,187 95,740 Perennial Investment Advisors, LLC 41%11,039 15,935
Bank Julius Baer & Co. Ltd, Zurich bought12,837 12,837 Stratos Wealth Advisors, LLC 47%11,033 12,251
CWS Financial Advisors, LLC bought12,498 12,498 IFP Advisors, Inc 15%11,020 60,879
King Wealth Management Group, LLC 18%12,261 80,797 Fragasso Group Inc. 54%10,944 9,154
NEXT Financial Group, Inc 349%12,251 15,766 Cornerstone Advisory, LLP 55%10,855 9,041
Capital Directions Investment Advisors, LLC 25%12,170 60,895 United Asset Strategies, Inc. 7%10,830 141,835
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 9%12,067 139,490 Mosaic Family Wealth, LLC sold10,683 0
GREAT VALLEY ADVISOR GROUP, INC. bought11,903 11,903 IRONWOOD INVESTMENT MANAGEMENT LLC sold10,675 0
BRONFMAN E.L. ROTHSCHILD, L.P. 65%11,641 29,593 Glenview Trust Co 5%10,465 198,213
CI INVESTMENTS INC. bought11,619 11,619 Montecito Bank & Trust 28%10,394 26,336
Affinity Capital Advisors, LLC 35%11,613 44,968 Lakeview Capital Partners, LLC 74%10,386 3,623
PEAPACK GLADSTONE FINANCIAL CORP 10%11,183 126,959 Multi-Financial Securities Corp 8%10,231 118,802
Johnson Financial Group, Inc. 17%11,002 76,239 CA Family Wealth, LLC sold10,070 0
SMITH, MOORE & CO. bought10,883 10,883 TRANSCEND WEALTH COLLECTIVE, LLC sold9,910 0
Apella Capital, LLC bought10,844 10,844 Next Capital Management LLC 51%9,880 9,352
SVB Wealth Advisory, Inc. 158%10,605 17,326 St. Louis Trust Co sold9,870 0
Twele Capital Management, Inc. 36%10,339 39,210 CENTAURUS FINANCIAL, INC. 14%9,688 57,495
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT bought10,203 10,203 APPLETON PARTNERS INC/MA 20%9,671 39,672
AdvicePeriod, LLC bought9,814 9,814 CABOT MONEY MANAGEMENT INC 37%9,669 16,440
Greytown Advisors Inc. bought9,567 9,567 Bouchey Financial Group Ltd sold9,662 0
tru Independence LLC 233%9,512 13,591 FIDUCIARY TRUST CO 33%9,641 19,342
Highland Private Wealth Management 5%9,457 213,574 Allianz Asset Management AG sold9,562 0
Regis Management CO LLC 5%9,348 206,137 Great Lakes Retirement, Inc. sold9,388 0
LPWM LLC 113%9,207 17,355 STRATEGY ASSET MANAGERS LLC 46%9,334 11,172
Harborview Advisors, LLC 107%9,117 17,655 CLS INVESTMENT FIRM, LLC 4%9,270 238,934
Alliance Wealth Management Group bought9,037 9,037 Arlington Capital Management, Inc. sold9,238 0
Belpointe Asset Management LLC bought9,006 9,006 HOWE & RUSLING INC 32%9,220 19,198
Ensign Peak Advisors, Inc 0%9,000 5,504,659 SHAKESPEARE WEALTH MANAGEMENT, INC. 6%9,073 153,152
Avondale Wealth Management 9%8,988 106,591 RiverFront Investment Group, LLC 0%9,043 2,097,892
Dynamic Advisors Solutions LLC 26%8,979 43,196 WEALTHSOURCE PARTNERS, LLC 59%8,847 6,198
Portland Global Advisors LLC 28%8,945 40,943 Hanlon Investment Management, Inc. 6%8,559 138,359
BROWN BROTHERS HARRIMAN & CO bought8,932 8,932 ATHENA CAPITAL ADVISORS LLC sold8,556 0
Bartlett & Co. LLC 5%8,677 186,538 Advisory Alpha, LLC 41%8,411 11,914
WAGNER CAPITAL MANAGEMENT CORP 14%8,568 70,109 GenTrust, LLC sold8,400 0
Cornerstone Wealth Management, LLC bought8,430 8,430 Main Management LLC 4%8,008 191,045
Legacy Wealth Planning, LLC 2,346%8,236 8,587 VIRIDIAN RIA, LLC 11%7,945 61,649
PRIVATE TRUST CO NA 27%8,226 38,572 180 WEALTH ADVISORS, LLC 66%7,927 4,114
Efficient Advisors, LLC bought8,115 8,115 Brown Advisory Securities, LLC 38%7,926 12,916
Waterloo Capital, L.P. bought8,033 8,033 CITIZENS FINANCIAL GROUP INC/RI 9%7,866 84,190
Intersect Capital LLC bought8,009 8,009 PENINSULA ASSET MANAGEMENT INC 7%7,851 100,792
CAMBRIDGE TRUST CO 1%7,944 561,521 Charles Schwab Trust Co 16%7,851 42,012
NorthRock Partners, LLC bought7,936 7,936 Winfield Associates, Inc. sold7,800 0
River Wealth Advisors LLC 83%7,822 17,278 FOSTER DYKEMA CABOT & CO INC/MA sold7,765 0
MURPHY CAPITAL MANAGEMENT INC bought7,800 7,800 Ancora Advisors, LLC 20%7,745 31,271
Southern Wealth Management, LLP 5%7,697 168,103 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. sold7,387 0
Clarkston Capital Partners LLC bought7,679 7,679 Evercore Wealth Management, LLC 28%7,254 18,519
NBT BANK N A /NY 12%7,640 73,863 Global Trust Asset Management, LLC 98%6,980 154
Sunbelt Securities, Inc. bought7,588 7,588 MinichMacGregor Wealth Management, LLC sold6,872 0
Evolution Wealth Advisors, LLC 25%7,525 37,981 Donald L. Hagan, LLC sold6,872 0
Relyea Zuckerberg Hanson LLC 136%7,503 13,027 KFA Private Wealth Group, LLC 44%6,864 8,775
Garrison Point Capital, LLC bought7,496 7,496 Edgemoor Capital Management, Inc. sold6,550 0
Klingman & Associates, LLC 31%7,487 31,818 Union Bankshares Corp 21%6,535 24,521
TBH Global Asset Management, LLC 7%7,437 111,049 Mount Yale Investment Advisors, LLC 54%6,438 5,529
Schwab Charitable Fund bought7,390 7,390 Eudaimonia Partners, LLC 86%6,435 1,046
FormulaFolio Investments, LLC 6%7,363 139,011 Brand Asset Management Group, Inc. 2%6,430 289,866
Coastline Trust CO 90%7,345 15,470 FLC Capital Advisors sold6,410 0
Argent Wealth Management LLC 9%7,309 88,444 Krilogy Financial LLC sold6,062 0
Epstein & White Financial LLC 19%7,271 45,623 Lloyd Advisory Services, LLC. 56%5,948 4,706
Larson Financial Group LLC 29%7,172 32,143 MidWestOne Financial Group, Inc. sold5,890 0
Warren Averett Asset Management, LLC 6%7,106 134,364 Lido Advisors, LLC 54%5,872 4,934
PUTNAM FL INVESTMENT MANAGEMENT CO 6%7,100 129,894 Capital Wealth Alliance, LLC sold5,850 0
BSW Wealth Partners 3%6,981 212,027 Bristlecone Advisors, LLC 32%5,804 12,108
HYA Advisors, Inc 31%6,883 29,132 WETHERBY ASSET MANAGEMENT INC 12%5,769 41,190
Proficio Capital Partners LLC 3,000%6,870 7,099 CVA Family Office, LLC 19%5,752 24,479
BOSTON RESEARCH & MANAGEMENT INC 8%6,634 88,880 University of Massachusetts Foundation, Inc. 1%5,724 567,297
Greenline Partners, LLC 42%6,626 22,319 Mackey Komara & Dankovich, LLC 8%5,721 68,783
CAPITAL INSIGHT PARTNERS, LLC bought6,496 6,496 Essex Savings Bank 25%5,643 16,687
Global Wealth Management Investment Advisory, Inc. 6%6,370 120,131 NewFocus Financial Group, LLC sold5,605 0
STIFEL FINANCIAL CORP bought6,270 6,270 OmniStar Financial Group, Inc. sold5,513 0
Strategic Blueprint, LLC bought6,154 6,154 Shepherd Financial Partners LLC sold5,401 0
ROWLAND CARMICHAEL ADVISORS INC /ADV 221%6,102 8,857 Beacon Pointe Advisors, LLC 14%5,392 32,406
Cooper Financial Group 65%6,069 15,464 Personal Capital Advisors Corp 21%5,329 20,375
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2%5,982 328,010 IFG Advisory, LLC 23%5,193 16,992
New Capital Management LP bought5,910 5,910 Pure Financial Advisors, Inc. 3%4,935 178,012
Citizens National Bank Trust Department bought5,885 5,885 MEANS INVESTMENT CO., INC. sold4,934 0
Hefren-Tillotson, Inc. 3%5,617 196,446 Wealthsimple US, Ltd. sold4,925 0
Courage Miller Partners, LLC bought5,613 5,613 Clarius Group, LLC 1%4,906 668,028
Camden Capital, LLC bought5,555 5,555 NORTH STAR ASSET MANAGEMENT INC 5%4,902 92,279
StrongBox Wealth, LLC bought5,432 5,432 SJA Financial Advisory, LLC 3%4,893 152,417
Salomon & Ludwin, LLC 4%5,268 138,558 Capital Investment Advisory Services, LLC sold4,813 0
Checchi Capital Advisers, LLC 10%5,250 57,441 Busey Trust CO 28%4,769 12,525
ROWLAND & CO INVESTMENT COUNSEL/ADV bought5,162 5,162 JUMP TRADING, LLC 9%4,738 45,826
CORBETT ROAD CAPITAL MANAGEMENT, LLC 10%5,114 58,608 Drexel Morgan & Co. 19%4,702 19,462
Independence Wealth Advisors, Inc. 3%5,064 202,637 PLANNING ALTERNATIVES LTD /ADV 12%4,667 35,559
Freestone Capital Holdings, LLC bought5,036 5,036 BESSEMER GROUP INC 1%4,620 484,784
Inscription Capital, LLC bought4,917 4,917 Laurel Wealth Advisors, Inc. sold4,604 0
Lighthouse Financial Advisors, Inc. bought4,839 4,839 Insight Wealth Strategies, LLC 3%4,526 138,076
Calamos Wealth Management LLC bought4,832 4,832 FineMark National Bank & Trust 26%4,512 13,100
Teamwork Financial Advisors, LLC bought4,816 4,816 GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 2%4,500 187,700
Townsend & Associates, Inc 50%4,777 14,346 JOHNSON INVESTMENT COUNSEL INC 15%4,478 25,806
Cedar Brook Financial Partners, LLC 8%4,731 66,392 Cetera Investment Advisers 7%4,402 58,649
HERON FINANCIAL GROUP, LLC bought4,714 4,714 Capital Bank & Trust Co sold4,386 0
MATRIX ASSET ADVISORS INC/NY bought4,706 4,706 WASHINGTON TRUST CO 1%4,377 315,380
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN bought4,645 4,645 Copperleaf Capital, LLC 17%4,310 20,538
Column Capital Advisors, LLC 22%4,584 25,106 PBMares Wealth Management LLC 33%4,280 8,733
QUANTLAB CAPITAL MANAGEMENT LTD bought4,500 4,500 Patriot Financial Group Insurance Agency, LLC 43%4,138 5,549
MOODY NATIONAL BANK TRUST DIVISION 6%4,462 76,426 Hudson Capital Management LLC sold4,053 0
NEW YORK LIFE INVESTMENT MANAGEMENT LLC bought4,416 4,416 Brouwer & Janachowski, LLC 6%3,995 59,303
Aprio Wealth Management, LLC bought4,409 4,409 Western Wealth Management, LLC 7%3,974 53,419
Radnor Financial Advisors, LLC 12%4,406 39,929 EP Wealth Advisors, Inc. 22%3,886 13,799
ETF Portfolio Partners, Inc. 29%4,382 19,257 Rosenberg Matthew Hamilton 73%3,824 1,389
TCG Advisors, LP bought4,328 4,328 Csenge Advisory Group 12%3,750 26,321
Stelac Advisory Services LLC 58%4,322 11,722 WEDBUSH MORGAN SECURITIES INC 26%3,750 10,879
TRUEWEALTH LLC 14%4,219 33,691 FIRST MANHATTAN CO 19%3,660 15,878
Argent Advisors, Inc. 28%3,966 18,328 Key FInancial Inc sold3,634 0
Polaris Wealth Advisers, LLC 15%3,953 30,340 FARR MILLER & WASHINGTON LLC/DC 5%3,578 68,957
Global Strategic Investment Solutions, LLC 25%3,864 19,311 Altavista Wealth Management, Inc. 4%3,542 81,106
Stonehage Fleming Financial Services Holdings Ltd bought3,837 3,837 Integrated Wealth Concepts LLC 2%3,524 199,352
Aptus Capital Advisors, LLC bought3,805 3,805 INTL FCSTONE INC. 25%3,508 10,798
Tortoise Investment Management, LLC 1%3,775 313,482 Miracle Mile Advisors, LLC 1%3,483 251,999
SIGNATUREFD, LLC 29%3,727 16,697 CAROLINAS WEALTH CONSULTING LLC 37%3,474 5,955
HM PAYSON & CO bought3,572 3,572 MANAGED ACCOUNT SERVICES INC 8%3,456 40,853
Kuntz Lesher Capital LLC 2%3,538 227,920 Day & Ennis, LLC 6%3,410 56,439
Sageworth Trust Co bought3,450 3,450 CYPRESS CAPITAL MANAGEMENT LLC 26%3,410 9,693
CAPTRUST FINANCIAL ADVISORS 6%3,336 56,314 Baird Financial Group, Inc. 72%3,399 1,342
Capital Asset Advisory Services LLC bought3,328 3,328 PRUDENTIAL CORP PLC 21%3,350 12,550
Procyon Private Wealth Partners, LLC bought3,240 3,240 CHARTER TRUST CO 33%3,267 6,676
Cedar Wealth Management, LLC bought3,178 3,178 TWIN CAPITAL MANAGEMENT INC 6%3,220 51,280
PrairieView Partners, LLC 6%2,838 51,684 We Are One Seven, LLC 16%3,186 17,340
Stratos Wealth Partners, LTD. 0%2,835 588,733 VAUGHAN AND COMPANY SECURITIES, INC. 4%3,120 74,208
Arkadios Wealth Advisors 1,710%2,770 2,932 Strategic Wealth Partners Group LLC 27%3,111 8,299
HIGHLAND CAPITAL MANAGEMENT CORP 3%2,712 107,772 SILVERCREST ASSET MANAGEMENT GROUP LLC 6%3,087 47,657
Chicago Partners Investment Group LLC 9%2,668 30,833 Parsec Financial Management, Inc. 27%3,018 8,088
Balentine LLC 1%2,659 343,034 DAVENPORT & CO LLC 33%2,894 5,850
Regent Peak Wealth Advisors LLC 4%2,582 59,990 BINGHAM OSBORN & SCARBOROUGH LLC 8%2,878 31,718
Golden State Wealth Management, LLC bought2,571 2,571 C-J Advisory, Inc 4%2,768 71,737
VISTA INVESTMENT MANAGEMENT 30%2,543 10,890 MATHER GROUP, INC. 25%2,710 8,093
Advocacy Wealth Management Services, LLC 44%2,354 7,737 Somerset Group LLC 16%2,677 13,830
CONDOR CAPITAL MANAGEMENT 3%2,349 77,932 Seascape Capital Management 7%2,644 37,457
HERITAGE INVESTORS MANAGEMENT CORP 3%2,300 80,771 Lion Street Advisors, LLC 38%2,546 4,218
ANDERSON FISHER LLC 1%2,288 158,828 GOULD ASSET MANAGEMENT LLC /CA/ 27%2,495 6,695
BIDWELL C M & ASSOCIATES LTD/ bought2,281 2,281 Cypress Capital Group 31%2,384 5,224
FIRST UNITED BANK TRUST/ 10%2,250 25,257 Patriot Investment Management Inc. 3%2,354 81,193
LAKE STREET FINANCIAL LLC 5%2,181 44,848 Concorde Asset Management, LLC sold2,350 0
Hochman Cole Investment Advisors, Inc. 35%2,174 8,388 Edge Wealth Management LLC 25%2,347 7,161
BOYS ARNOLD & CO INC 4%2,165 59,291 Blue Fin Capital, Inc. 12%2,273 17,106
Ullmann Financial Group, Inc. 3%2,120 73,370 LCNB CORP 4%2,255 54,708
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3%2,104 64,841 Exchange Capital Management, Inc. 2%2,219 93,988
Arete Wealth Advisors, LLC 13%2,066 17,799 Integrated Advisors Network LLC 27%2,214 5,959
Legacy Financial Strategies, LLC 27%1,942 9,011 QCI ASSET MANAGEMENT INC/NY sold2,212 0
Wall Street Access Asset Management, LLC 30%1,935 8,454 Banco Santander, S.A. 5%2,210 45,833
BENJAMIN EDWARDS INC bought1,922 1,922 Asset Planning Services, Ltd. 5%2,179 38,899
FINANCIAL LIFE ADVISORS 1%1,919 135,551 BRIDGES INVESTMENT MANAGEMENT INC 4%2,177 48,124
Money Design Co.,Ltd. 26%1,903 9,261 First Heartland Consultants, Inc. 28%2,157 5,480
GREAT WEST LIFE ASSURANCE CO /CAN/ 2%1,890 107,661 Fortis Capital Management LLC 24%2,148 6,669
McNamara Financial Services, Inc. 11%1,825 18,718 Banque Cantonale Vaudoise 38%2,146 3,477
Round Table Services, LLC 2%1,712 88,953 PERSONAL CFO SOLUTIONS, LLC 23%2,034 6,789
BAILARD, INC. 10%1,662 17,782 VIEWPOINT INVESTMENT PARTNERS CORP 16%1,970 10,192
Front Row Advisors LLC 181%1,640 2,546 KDI CAPITAL PARTNERS LLC 14%1,969 12,542
Opus Capital Group, LLC 2%1,633 91,850 Legacy Private Trust Co. 23%1,969 6,622
Valeo Financial Advisors, LLC 3%1,596 59,500 Atlantic Trust Group, LLC 6%1,932 32,262
HUNTINGTON NATIONAL BANK 23%1,589 8,590 Hanson McClain, Inc. 1%1,901 158,754
Massey, Quick & Co., LLC 427%1,577 1,946 Carnegie Capital Asset Management, LLC 15%1,852 10,733
Sailer Financial LLC 2%1,565 64,273 Covenant Multifamily Offices, LLC 6%1,826 27,855
Hillcrest Wealth Advisors - NY, LLC 23%1,500 8,100 GYL FINANCIAL SYNERGIES, LLC 17%1,815 8,697
Private Capital Group, LLC 2%1,479 69,051 Heritage Trust Co 3%1,790 63,902
MorganRosel Wealth Management, LLC 17%1,477 10,092 Colonial Asset Management, Inc. 3%1,783 50,771
Emerald Advisors, LLC 3%1,371 50,102 BRIGHTON JONES LLC 22%1,752 6,150
Financial Network 1%1,353 179,856 SAGE RHINO CAPITAL LLC 3%1,701 65,543
Lombard Odier Asset Management (Switzerland) SA 1%1,332 122,665 Blue Creek Investment Partners, LLC 6%1,697 24,459
Atlas Private Wealth Management bought1,257 1,257 NORTH AMERICAN MANAGEMENT CORP 14%1,691 10,607
O'SHAUGHNESSY ASSET MANAGEMENT, LLC bought1,230 1,230 Marquette Asset Management Inc. sold1,646 0
Pinnacle Bank 220%1,208 1,758 Fortis Advisors, LLC sold1,634 0
Soltis Investment Advisors LLC 5%1,173 23,630 Mountain Capital Investment Advisors, Inc 2%1,564 76,424
Sensible Financial Planning & Management, LLC. 4%1,169 34,213 AMERITAS INVESTMENT CORP 27%1,556 4,294
Dorsey & Whitney Trust CO LLC 2%1,168 72,960 Kingsview Wealth Management, LLC 11%1,511 12,252
Filbrandt Wealth Management, LLC bought1,132 1,132 Lowe fs, LLC 5%1,510 28,057
Ariel Capital Advisors, LLC 1%1,125 119,068 AUA CAPITAL MANAGEMENT, LLC sold1,500 0
Emerson Wealth Management, LLC 21%1,075 6,302 Clear Harbor Asset Management, LLC 18%1,500 6,610
EVOKE WEALTH, LLC 293%1,051 1,410 Northwest Capital Management Inc 24%1,495 4,800
Omega Financial Group, LLC 2%1,026 51,285 Budros, Ruhlin & Roe, Inc. 11%1,491 12,353
ARKANSAS FINANCIAL GROUP, INC. 9%1,014 11,843 Diversified Trust Co 6%1,467 22,733
Perigon Wealth Management, LLC 15%991 7,441 JFS WEALTH ADVISORS, LLC 6%1,455 23,416
Disciplined Investments, LLC 4%958 25,102 Single Point Partners, LLC 1%1,454 135,452
PUTNAM INVESTMENTS LLC 2%935 46,036 Riverpoint Wealth Management Holdings, LLC 21%1,446 5,561
Kore Private Wealth LLC bought932 932 V Wealth Management,LLC sold1,442 0
NN Investment Partners Holdings N.V. 1%913 146,740 Capital Investment Advisors, LLC 10%1,422 13,258
Zions Bancorporation, N.A. bought910 910 ACIMA PRIVATE WEALTH, LLC 29%1,420 3,461
BRADLEY FOSTER & SARGENT INC/CT 15%906 6,900 Keudell/Morrison Wealth Management 11%1,399 11,103
Verdence Capital Advisors LLC 4%895 25,485 TSFG, LLC 33%1,340 2,689
First Financial Bank, N.A. - Trust Division 0%875 301,909 Independence Bank of Kentucky 15%1,335 7,309
WSFS CAPITAL MANAGEMENT, LLC 8%872 12,436 Strategic Wealth Advisors Group,Inc. 2%1,306 67,316
WESCAP Management Group, Inc. 1%859 58,955 Tranquility Partners, LLC 7%1,240 15,408
Barrett Asset Management, LLC 13%800 7,100 Bangor Savings Bank 11%1,240 10,147
CULLEN FROST BANKERS INC 68%757 1,873 McCutchen Group LLC 1%1,209 234,245
JONES FINANCIAL COMPANIES LLLP 8%748 9,683 Yale Capital CORP 1%1,200 103,150
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 14%746 6,046 CONFLUENCE INVESTMENT MANAGEMENT LLC 4%1,190 30,782
JGP Wealth Management, LLC 11%740 7,366 TD Capital Management LLC 9%1,188 12,360
Wealthcare Advisory Partners LLC 8%740 10,148 THOMAS WHITE INTERNATIONAL LTD 77%1,184 347
WEST BANCORPORATION INC 113%731 1,378 Koshinski Asset Management, Inc. 3%1,180 41,773
Roble, Belko & Company, Inc 2%696 33,680 Resources Investment Advisors, Inc. 8%1,145 13,050
Foothills Asset Management, Ltd. 10%685 7,234 McAdam, LLC 13%1,120 7,198
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA bought681 681 PINNACLE FINANCIAL PARTNERS INC 4%1,112 24,634
Harbour Capital Advisors, LLC 1%680 76,420 BRYN MAWR TRUST CO/PA 6%1,105 18,565
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 13%666 5,722 BALLAST ADVISORS LLC sold1,083 0
Guidance Point Advisors, LLC 1%653 102,459 Shoker Investment Counsel, Inc. 4%1,075 23,231
PFG Advisors 3%642 26,048 Columbia Trust Co 01012016 16%1,052 5,637
Modus Advisors, LLC bought584 584 Strategic Financial Group, LLC 10%1,038 9,184
Palisade Asset Management, LLC 11%540 5,614 Evensky & Katz, Inc. 1%1,024 164,765
Atlas Private Wealth Advisors bought526 526 Cornerstone Wealth Group, LLC 2%1,003 48,671
CREATIVE FINANCIAL DESIGNS INC /ADV 89%518 1,103 Hartland & Co., LLC 5%1,000 17,467
Crescent Grove Advisors, LLC 1%486 37,639 HC FINANCIAL ADVISORS INC sold1,000 0
TCTC Holdings, LLC bought485 485 EATON VANCE MANAGEMENT 3%999 31,459
CNB Bank bought471 471 BBR PARTNERS, LLC 5%986 19,355
Independent Advisor Alliance 7%453 6,874 Strategic Investment Advisors, Inc 9%980 10,085
Garde Capital, Inc. 2%444 19,336 RPG Investment Advisory, LLC 0%974 199,507
HighMark Wealth Management LLC 2,681%429 445 WESBANCO BANK INC 12%968 6,790
WEBSTER BANK, N. A. 1%406 42,972 VERUS CAPITAL PARTNERS, LLC 97%940 25
Capital Financial Planning, LLC 8%390 5,415 Rock Creek Group, LP 23%930 3,082
Pointe Capital Management LLC 1%370 65,390 Vestmark Advisory Solutions, Inc. 5%923 19,200
Gemmer Asset Management LLC bought366 366 PITTENGER & ANDERSON INC sold912 0
ASSOCIATED BANC-CORP 1%346 50,423 Valmark Advisers, Inc. 11%820 6,883
BKD Wealth Advisors, LLC 4%337 7,903 Carroll Financial Associates, Inc. 8%816 9,084
Principle Wealth Partners LLC bought331 331 TRUSTCORE FINANCIAL SERVICES, LLC 37%811 1,407
Lavaca Capital LLC 4%329 7,726 Willingdon Wealth Management 98%802 20
Trust Co 7%327 4,699 BerganKDV Wealth Management, LLC 31%774 1,696
CHESLEY TAFT & ASSOCIATES LLC/IL 1%325 32,854 ROCKLAND TRUST CO 10%760 6,808
Kerntke Otto McGlone Wealth Management Group 3%317 10,914 Fisher Asset Management, LLC(Kenneth L. Fisher) 6%751 10,989
Hoover Financial Advisors, Inc. bought299 299 CIBC Global Asset Management Inc 5%717 12,471
JNBA Financial Advisors 57%291 801 Quad-Cities Investment Group, LLC 6%713 10,979
SRS Capital Advisors, Inc. bought287 287 AXIOM INTERNATIONAL INVESTORS LLC /DE 1%700 134,100
MAGNOLIA CAPITAL ADVISORS LLC 2%279 12,070 BOENNING & SCATTERGOOD, INC. 6%666 9,619
Wade Financial Advisory, Inc 4%275 7,061 CAMDEN NATIONAL BANK 11%632 5,262
Sugarloaf Wealth Management, LLC 0%236 123,411 Moors & Cabot, Inc. 9%614 5,961
Ironwood Wealth Management, llc 141%222 380 Barnett & Company, Inc. sold587 0
First PREMIER Bank 96%203 414 Intellectus Partners, LLC 3%582 22,687
Financial Architects, Inc 30%201 863 BlueSky Wealth Advisors, LLC 1%574 61,244
GRAYBILL BARTZ & ASSOC LTD 0%200 77,100 Coastal Investment Advisors, Inc. 2%569 34,923
AllSquare Wealth Management LLC 34%200 782 Vivaldi Capital Management, LLC 3%562 17,940
ABSOLUTE INVESTMENT MANAGEMENT LLC bought176 176 Lake Point Wealth Management 1%560 88,236
Coastal Capital Group, Inc. bought175 175 SIMPLEX TRADING, LLC sold554 0
Apex Investment Services, Inc. 1%164 13,359 Enterprise Trust & Investment Co sold550 0
Winslow, Evans & Crocker, Inc. bought160 160 Matthew Goff Investment Advisor, LLC 0%545 157,088
Plancorp, LLC 1%156 20,465 CLEAR INVESTMENT RESEARCH, LLC 1%512 51,514
Weaver Consulting Group 82%139 309 STEPHENS INC /AR/ 5%508 10,012
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0%128 67,994 Core Wealth Advisors, Inc. sold501 0
Pacific Center for Financial Services bought127 127 MOTCO 25%457 1,395
BROWN ADVISORY HOLDINGS INC bought124 124 Taylor, Cottrill, Erickson & Associates, Inc. 3%452 12,920
Hanson Investment Management bought119 119 Auxano Advisors, LLC 1%441 46,528
Leonard Rickey Investment Advisors P.L.L.C. 1%108 8,113 Investors Financial Group, LLC 3%420 15,746
McIlrath & Eck, LLC bought104 104 Centerpoint Advisors, LLC sold395 0
SevenBridge Financial Group, LLC 1%84 6,603 Jacobi Capital Management LLC 21%393 1,436
Certified Advisory Corp 31%67 285 NAPLES GLOBAL ADVISORS, LLC 2%370 18,060
Truvestments Capital LLC bought61 61 Center for Financial Planning, Inc. 19%361 1,511
VERITY Wealth Advisors 1%59 6,559 Baystate Wealth Management LLC 25%333 973
QUEST CAPITAL MANAGEMENT INC /ADV 1%59 6,750 Burt Wealth Advisors 44%332 431
Gleason Group, Inc. bought58 58 TELEMUS CAPITAL, LLC 3%321 10,694
Hubbell Strickland Wealth Management, LLC 1%53 8,218 Bedel Financial Consulting, Inc. sold320 0
Endurance Wealth Management, Inc. bought52 52 CPCM, LLC 1%320 37,677
TrueNorth, Inc. bought42 42 Stonebridge Capital Advisors LLC sold309 0
FMR LLC bought42 42 Glassman Wealth Services 29%303 736
HHM Wealth Advisors, LLC 8%40 540 Loveless Wealth Management LLC 2%300 12,939
Evanson Asset Management, LLC 0%35 17,222 KWMG, LLC 3%288 9,390
Mandatum Life Insurance Co Ltd 0%33 65,784 Bigelow Investment Advisors, LLC 3%269 8,165
Shone Asset Management LLC 0%33 13,635 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0%256 79,042
Sound Financial Strategies Group, LLC 1%31 5,313 Asset Dedication, LLC 0%239 144,986
Affiance Financial, LLC bought26 26 AlphaCore Capital LLC sold238 0
THOROUGHBRED FINANCIAL SERVICES, LLC 0%19 5,029 Financial Gravity Wealth, Inc. sold237 0
Horan Securities, Inc. 4%13 381 Royal Fund Management, LLC sold236 0
Sandy Spring Bank 0%10 16,528 Baldrige Asset Management LLC 1%234 27,014
Great Point Wealth Advisors, LLC 0%7 7,227 Lenox Wealth Management, Inc. 21%232 881
PRIVATE CAPITAL MANAGEMENT LLC bought4 4 TIAA, FSB 61%229 149
Jackson, Grant Investment Advisers, Inc. 1%3 364 TCI Wealth Advisors, Inc. 64%214 122
RESOURCES MANAGEMENT CORP /CT/ /ADV 1%1 107 Blume Capital Management, Inc. sold205 0
Versant Capital Management, Inc 1%1 129 Windsor Group LTD 2%195 8,355
EPG Wealth Management LLC sold190 0
Carlson Capital Management 1%190 26,774
Alpha Omega Wealth Management LLC 1%190 30,872
HARDESTY CAPITAL MANAGEMENT CORP 3%180 5,750
LifePlan Financial Group, Inc 5%175 3,629
Capital Advisors, Ltd. LLC 2%163 9,373
Peak Financial Management, Inc. 2%159 7,080
American Financial Advisors, LLC 2%151 8,672
Smith, Salley & Associates 1%148 14,738
FRONT BARNETT ASSOCIATES LLC 0%140 76,825
Allred Capital Management, LLC sold129 0
MBE Wealth Management, LLC sold122 0
CONCENTRIC WEALTH MANAGEMENT, LLC 0%120 39,335
JJJ Advisors Inc. 71%119 49
Capital Square, LLC 1%118 13,901
Keystone Financial Group 0%113 27,080
STEPHENSON NATIONAL BANK & TRUST sold110 0
TRUST CO OF VERMONT 18%106 474
Parkside Financial Bank & Trust 10%100 856
Bogart Wealth, LLC 2%100 5,533
Pacifica Partners Inc. sold94 0
OPPENHEIMER & CO INC 1%87 10,653
Schneider Downs Wealth Management Advisors, LP 0%74 23,819
Forefront Analytics, LLC sold64 0
CX Institutional sold61 0
Harwood Advisory Group, LLC sold57 0
Summit Investment Advisors, Inc. 8%51 592
AlphaMark Advisors, LLC 12%50 360
W.G. Shaheen & Associates DBA Whitney & Co 0%40 12,979
TOBIAS FINANCIAL ADVISORS, INC. sold39 0
MCMILLION CAPITAL MANAGEMENT INC sold37 0
Concannon Wealth Management, LLC sold37 0
McGuire Investment Group, LLC 0%32 7,599
Sound Income Strategies, LLC 26%25 72
Savior LLC 0%25 9,180
Archer Investment Corp sold21 0
Focused Wealth Management, Inc sold17 0
Capital Advisory Group Advisory Services, LLC sold14 0
Plante Moran Financial Advisors Ltd Partnership 0%12 3,612
Gradient Investments LLC 1%11 1,096
OGOREK ANTHONY JOSEPH /NY/ /ADV sold5 0
Cribstone Capital Management, LLC sold5 0
GROUP ONE TRADING, L.P. sold4 0
Redhawk Wealth Advisors, Inc. 0%3 4,992
Retirement Network 1%1 135
Rocky Mountain Advisers, LLC no change 384
Lindbrook Capital, LLC no change 372
Nan Shan Life Insurance Co., Ltd. no change 156,661
MEEDER ASSET MANAGEMENT INC no change 12,312
NICHOLS & PRATT ADVISERS LLP /MA no change 5,850
Hudock Moyer Wealth Resources, LLC no change 800
Daiwa Securities Group Inc. no change 132,050
Angeles Investment Advisors, LLC no change 6,493
WELCH CAPITAL PARTNERS LLC/NY no change 6,137
BANK OF HAWAII no change 233,794
PRUDENTIAL FINANCIAL INC no change 212,040
KINGS POINT CAPITAL MANAGEMENT no change 587
Laurel Wealth Advisors LLC no change 600
BESSEMER SECURITIES LLC no change 469,715
Lenox Wealth Advisors, Inc. no change 710
ALLSTATE CORP no change 162,447
STATE OF WISCONSIN INVESTMENT BOARD no change 1,359,700
Nelson, Van Denburg & Campbell Wealth Management Group, LLC no change 291
FIRST FINANCIAL CORP /IN/ no change 1,495
Wellesley Investment Partners, LLC no change 8,676
PIN OAK INVESTMENT ADVISORS INC no change 392
RNC CAPITAL MANAGEMENT LLC no change 5,950
TRUST CO OF VIRGINIA /VA no change 6,128
THRIVENT FINANCIAL FOR LUTHERANS no change 7,940
CITY HOLDING CO no change 734
Canton Hathaway, LLC no change 425
RPg Family Wealth Advisory, LLC no change 5,062
Jackson Hole Capital Partners, LLC no change 8,709
Cordasco Financial Network no change 108
Harvest Fund Management Co., Ltd no change 10,000
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 1,140
Semmax Financial Advisors Inc. no change 735
OLD NATIONAL BANCORP /IN/ no change 7,816
Riverview Trust Co no change 1,078
Selective Wealth Management no change 20
Allen Investment Management LLC no change 41,958
Prestige Wealth Management Group LLC no change 19
Psagot Investment House Ltd. no change 10,500
9258 Wealth Management, LLC no change 13,874
LS Investment Advisors, LLC no change 6,438
MYCIO WEALTH PARTNERS, LLC no change 6,808
Haverford Financial Services, Inc. no change 22,390
Investors Research Corp no change 1,334
BOURGEON CAPITAL MANAGEMENT LLC no change 2,945
COUNTRY TRUST BANK no change 3,215
GARRISON POINT ADVISORS, LLC no change 16,840
GAM Holding Ltd. no change 45,900
Red Door Wealth Management, LLC no change 29
DAVIDSON TRUST CO no change 5,644
Inlet Private Wealth, LLC no change 7,434
FARMERS & MERCHANTS INVESTMENTS INC no change 5,591
Aureus Asset Management, LLC no change 7,500
Mine & Arao Wealth Creation & Management, LLC. no change 168
CFM WEALTH PARTNERS LLC no change 169
CONNING Asset Management Co. no change 92,614
Carmichael Hill & Associates, Inc. no change 121
NEW ENGLAND GUILD WEALTH ADVISORS, INC. no change 19,400
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV no change 5,314
COURIER CAPITAL CORP no change 5,174
WestEnd Advisors, LLC no change 29
Vantage Investment Partners, LLC no change 5,488
Efficient Wealth Management LLC no change 100
FAMILY CAPITAL TRUST CO., NA no change 105
STALEY CAPITAL ADVISERS INC no change 51,900
Stonebridge Financial Planning Group, LLC no change 225
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