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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 40
0 100 40
Current Holdings: 12,970,698
Previous Holdings: 13,875,985
Change: 6.52%
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)
Financial Engines Advisors L.L.C. 57%319,217 879,533 WELLS FARGO & CO/MN 20%1,033,845 4,155,325
NORTHERN OAK CAPITAL MANAGEMENT INC bought86,726 86,726 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 29%132,666 329,021
Susquehanna International Group, LLP 1,811%77,622 81,909 UBS Group AG 15%97,232 542,329
M&T BANK CORP bought48,123 48,123 FormulaFolio Investments, LLC 97%46,885 1,380
US BANCORP DE bought34,783 34,783 Raymond James Financial Services Advisors, Inc. 15%37,559 220,200
Bank of New York Mellon CORP 26%31,205 150,455 CREDIT SUISSE/ 66%31,751 16,650
Parcion Private Wealth LLC 70%31,024 75,380 CULLEN FROST BANKERS INC sold29,635 0
Paracle Advisors, LLC bought25,762 25,762 J P MORGAN CHASE & CO 18%27,551 125,380
ENVESTNET ASSET MANAGEMENT INC 4%25,260 590,483 King Wealth Management Group, LLC sold25,705 0
FIRST CITIZENS BANK & TRUST CO bought22,765 22,765 Monument Capital Management sold18,883 0
PNC FINANCIAL SERVICES GROUP INC 10%16,333 175,643 QUEST CAPITAL MANAGEMENT INC /ADV 68%18,556 8,574
LPL Financial CORP 6%15,154 271,962 RAYMOND JAMES & ASSOCIATES 6%16,161 271,044
Rockefeller Capital Management L.P. 105%11,998 23,428 Steward Partners Investment Advisory, LLC 16%15,670 80,782
JANE STREET GROUP, LLC bought10,348 10,348 KEYBANK NATIONAL ASSOCIATION/OH 8%15,597 191,167
Wellspring Financial Advisors, LLC bought10,026 10,026 Barrett Asset Management, LLC 91%14,500 1,492
Trexquant Investment LP bought8,870 8,870 ASSOCIATED BANC-CORP 80%12,421 3,020
MAI Wealth Advisors 7%8,465 127,481 Financial Network 19%11,730 50,011
WOLVERINE TRADING, LLC bought8,184 8,184 Fulcrum Capital LLC 46%11,078 12,994
Pensionmark Financial Group, LLC 12%7,901 72,308 J.W. COLE ADVISORS, INC. sold10,607 0
Resources Investment Advisors, Inc. 282%5,696 7,717 Edmonds Duncan Registered Investment Advisors, LLC 70%8,826 3,790
SPC Financial, Inc. 10%5,540 62,289 WEALTHSOURCE PARTNERS, LLC 64%8,313 4,772
Baird Financial Group, Inc. bought5,498 5,498 AE Wealth Management LLC 85%8,246 1,511
Summit Trail Advisors, LLC bought4,778 4,778 Crescent Grove Advisors, LLC 77%8,225 2,502
Veracity Capital LLC bought4,705 4,705 HighTower Advisors, LLC 5%7,826 155,797
DAVIDSON D A & CO 2%4,131 272,771 COMMONWEALTH EQUITY SERVICES, LLC. 4%7,206 177,983
Pennsylvania Trust Co bought4,016 4,016 USCA RIA LLC 100%7,104 1
GUGGENHEIM CAPITAL LLC 56%4,000 11,100 Independent Advisor Alliance sold6,942 0
HYA Advisors, Inc bought3,984 3,984 Yale Capital CORP 12%6,930 50,669
JNB Advisors LLC bought3,889 3,889 Telos Capital Management, Inc. sold6,748 0
9258 Wealth Management, LLC bought3,650 3,650 Winfield Associates, Inc. 23%5,315 18,002
Strategic Financial Group, LLC bought3,632 3,632 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 59%5,080 3,574
CONGRESS ASSET MANAGEMENT CO /MA 186%3,323 5,111 Silversage Advisors 47%4,645 5,145
Mechanics Bank Trust Department 10%3,017 32,199 Sigma Planning Corp 28%4,606 11,762
Integrys Wealth Advisors LLC 21%2,931 16,784 H D Vest Advisory Services 35%4,594 8,635
Compton Wealth Advisory Group, LLC bought2,762 2,762 C-J Advisory, Inc 66%4,326 2,257
HANCOCK HOLDING CO 24%2,600 13,420 HUNTINGTON NATIONAL BANK 20%4,259 16,582
Ballentine, Finn & Company, Inc. bought2,520 2,520 Joel Isaacson & Co., LLC 4%4,204 90,402
BANK OF MONTREAL /CAN/ 21%2,403 13,765 Private Wealth Advisors, Inc. sold4,122 0
TIEDEMANN WEALTH MANAGEMENT, LLC 12%2,355 22,658 Sandy Spring Bank 24%3,818 11,937
REGIONS FINANCIAL CORP 2%2,247 100,407 MML INVESTORS SERVICES, LLC 15%3,801 21,495
Centerpoint Advisors, LLC 4%2,177 53,663 Capital Directions Investment Advisors, LLC 3%3,793 112,883
Csenge Advisory Group 5%2,145 47,090 Leonard Rickey Investment Advisors P.L.L.C. sold3,770 0
CITIZENS FINANCIAL GROUP INC/RI bought2,060 2,060 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 3%3,625 104,144
COURIER CAPITAL CORP 3%2,034 65,623 LWS Wealth Advisors, Inc. 39%3,613 5,747
Homrich & Berg 29%1,921 8,611 GYL FINANCIAL SYNERGIES, LLC sold3,475 0
Ifrah Financial Services, Inc. 3%1,919 57,842 EP Wealth Advisors, Inc. 30%3,391 7,850
Kingsview Wealth Management, LLC bought1,872 1,872 Private Advisor Group, LLC 9%3,165 32,992
Amerivest Investment Management LLC 2,318%1,854 1,934 GREENLEAF TRUST 9%2,943 30,896
Arkadios Wealth Advisors bought1,811 1,811 RHUMBLINE ADVISERS sold2,901 0
WASHINGTON TRUST BANK bought1,768 1,768 Legacy Advisors, LLC sold2,885 0
Soltis Investment Advisors LLC bought1,707 1,707 Capital Planning Advisors, LLC 65%2,787 1,510
NWAM LLC 134%1,637 2,862 UNIONBANCAL CORP 11%2,635 22,379
CAPTRUST FINANCIAL ADVISORS bought1,612 1,612 FIFTH THIRD BANCORP 5%2,557 51,488
Sontag Advisory, LLC bought1,596 1,596 Truepoint, Inc. sold2,345 0
Mattern Wealth Management LLC 31%1,524 6,432 Integrated Wealth Concepts LLC sold2,132 0
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. bought1,515 1,515 Personal Capital Advisors Corp sold2,061 0
Hilltop Holdings Inc. bought1,482 1,482 PFG Advisors 37%2,045 3,460
BANK OF STOCKTON 4%1,475 35,499 Capital Analysts, Inc. 32%2,036 4,237
SEI INVESTMENTS CO bought1,425 1,425 CAHABA WEALTH MANAGEMENT, INC. 24%1,956 6,058
Sheaff Brock Investment Advisors, LLC bought1,421 1,421 Omega Financial Group, LLC sold1,949 0
Argent Wealth Management LLC 11%1,331 13,566 Harvest Investment Services, LLC sold1,914 0
Milestone Group, Inc. bought1,207 1,207 BENJAMIN F. EDWARDS & COMPANY, INC. 3%1,912 72,828
ALLIANCEBERNSTEIN L.P. 14%1,101 9,092 Global Retirement Partners, LLC 39%1,883 2,985
Capital Bank & Trust Co 1,090%1,090 1,190 WealthStone, Inc. sold1,814 0
First Allied Advisory Services, Inc. 7%1,071 17,398 LEVEL FOUR ADVISORY SERVICES, LLC 41%1,740 2,454
Lido Advisors, LLC 6%1,066 19,462 Slow Capital, Inc. 19%1,726 7,393
SJA Financial Advisory, LLC 2%1,027 44,575 Traynor Capital Management, Inc. sold1,723 0
Disciplined Investments, LLC bought933 933 IFG Advisory, LLC 20%1,653 6,579
WELCH & FORBES LLC 63%750 1,935 Starfire Investment Advisers, Inc. 5%1,632 28,798
BENJAMIN EDWARDS INC 41%722 2,489 BESSEMER GROUP INC 43%1,550 2,054
Busey Trust CO 115%689 1,289 Karp Capital Management Corp sold1,484 0
Salomon & Ludwin, LLC 1%656 112,500 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN sold1,480 0
One Capital Management, LLC 21%650 3,698 Mariner Wealth Advisors, LLC 6%1,475 24,886
Carnick & Kubik Group, LLC 14%644 5,200 CITIGROUP INC 9%1,458 15,287
MONETA GROUP INVESTMENT ADVISORS INC 3%632 19,472 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 30%1,432 3,279
MASSMUTUAL TRUST CO FSB/ADV bought602 602 THOROUGHBRED FINANCIAL SERVICES, LLC sold1,420 0
SYNOVUS FINANCIAL CORP 16%525 3,739 FIRST INTERSTATE BANK sold1,403 0
Creative Planning 3%513 20,135 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC sold1,364 0
BRONFMAN E.L. ROTHSCHILD, L.P. 43%482 1,596 Tranquility Partners, LLC sold1,361 0
SECURITY NATIONAL TRUST CO 3%449 15,134 BRIDGER CAPITAL MANAGEMENT, LLC sold1,360 0
Buckingham Asset Management, LLC 29%439 1,946 Goelzer Investment Management, Inc. 3%1,346 39,817
RFG Advisory Group, LLC 18%430 2,801 Perkins Coie Trust Co 4%1,312 32,904
MERCER GLOBAL ADVISORS INC /ADV 28%412 1,891 Meridian Wealth Management, LLC sold1,268 0
Windsor Group LTD 11%382 3,731 KINGS POINT CAPITAL MANAGEMENT 39%1,244 1,924
TCF National Bank 2%370 23,728 GRT CAPITAL PARTNERS LLC sold1,226 0
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 19%345 2,140 People's United Financial, Inc. 5%1,215 21,469
BRINKER CAPITAL INC 16%341 2,525 AdvicePeriod, LLC sold1,213 0
Arden Trust Co bought333 333 Hudson Capital Management LLC 3%1,199 43,097
Tarbox Group, Inc. bought322 322 JNBA Financial Advisors 5%1,150 23,683
RAYMOND JAMES TRUST CO 9%321 3,999 BRIGHTON JONES LLC sold1,106 0
IHT Wealth Management, LLC 10%317 3,369 CONDOR CAPITAL MANAGEMENT sold1,082 0
TRUST CO OF VERMONT 7%274 3,962 COLONY GROUP LLC 15%1,069 5,870
First Citizens Financial Corp 2%270 17,987 SIGNATUREFD, LLC 63%1,064 618
CVA Family Office, LLC bought251 251 Murphy, Middleton, Hinkle & Parker, Inc. sold1,053 0
THRIVENT FINANCIAL FOR LUTHERANS 3%246 9,995 BDO Wealth Advisors, LLC 21%1,051 4,010
BLAIR WILLIAM & CO/IL 1%238 26,194 Northeast Financial Consultants Inc sold1,044 0
COMMERCE BANK N A/MO 3%221 8,449 Total Wealth Planning, LLC sold1,044 0
Ullmann Financial Group, Inc. 3%220 8,977 WAYNE HUMMER ASSET MANAGEMENT CO 4%1,032 25,985
First Command Bank 63%162 418 WSFS CAPITAL MANAGEMENT, LLC 15%1,031 5,819
First Command Financial Services, Inc. 63%162 418 Dynamic Advisors Solutions LLC sold1,027 0
Wealth Quarterback LLC bought155 155 Premier Asset Managment LLC sold1,022 0
HHM Wealth Advisors, LLC bought154 154 BURNS J W & CO INC/NY sold1,020 0
CWH Capital Management, Inc. 2%140 7,297 Cutter & CO Brokerage, Inc. sold1,017 0
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 5%137 2,714 MONECO Advisors, LLC 17%1,014 4,883
Spectrum Management Group, Inc. 10%121 1,330 Hanlon Investment Management, Inc. sold1,014 0
WASHINGTON TRUST CO bought120 120 ADVISORS MANAGEMENT GROUP INC /ADV sold1,005 0
PACIFIC SUN FINANCIAL CORP 4%120 2,990 NEXT Financial Group, Inc 57%1,002 768
PACIFIC FINANCIAL GROUP INC 2%119 5,592 Kendall Capital Management sold1,002 0
Norway Savings Bank 25%116 572 MISSION WEALTH MANAGEMENT, LLC sold995 0
QUANTUM CAPITAL MANAGEMENT 3%115 4,164 Janney Montgomery Scott LLC 3%992 36,825
PINNACLE FINANCIAL PARTNERS INC 1%111 8,598 Vista Private Wealth Partners. LLC sold992 0
TOMPKINS FINANCIAL CORP 33%109 441 BFSG, LLC sold990 0
TIEMANN INVESTMENT ADVISORS, LLC 2%108 4,694 GARRISON POINT ADVISORS, LLC sold965 0
Capital Investment Advisors, LLC 7%108 1,655 HIGHLAND CAPITAL MANAGEMENT CORP sold963 0
Hubbell Strickland Wealth Management, LLC 4%107 2,635 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC sold957 0
DAVIDSON TRUST CO 8%102 1,324 Smith & Howard Wealth Management, LLC sold955 0
LBMC INVESTMENT ADVISORS, LLC 3%102 3,222 BRYN MAWR TRUST CO/PA sold950 0
SeaCrest Wealth Management, LLC 7%100 1,453 AdvisorNet Financial, Inc 8%950 11,515
PRIVATE TRUST CO NA 1%99 8,683 Perigon Wealth Management, LLC 37%949 1,601
DIVIDEND GROWTH ADVISORS, LLC 51%90 265 BOYS ARNOLD & CO INC 27%942 2,571
GRIFFIN ASSET MANAGEMENT, INC. 3%89 2,979 BOENNING & SCATTERGOOD, INC. sold935 0
Financial Advisory Service, Inc. 10%82 930 HAVERFORD TRUST CO sold928 0
Summit Investment Advisors, Inc. 2%70 3,918 DAVIS R M INC sold916 0
Blume Capital Management, Inc. bought69 69 KCM INVESTMENT ADVISORS LLC sold914 0
Ellis Investment Partners, LLC 2%64 4,188 GHP Investment Advisors, Inc. 3%911 35,224
BOSTON FINANCIAL MANGEMENT INC /MA 7%63 935 Integrated Investment Consultants, LLC sold906 0
Krueger & Catalano Capital Partners, LLC 5%59 1,195 NTV ASSET MANAGEMENT LLC 10%900 8,546
Massey, Quick & Co., LLC bought58 58 DAVENPORT & CO LLC sold885 0
CENTAURUS FINANCIAL, INC. 7%57 895 Wallington Asset Management, LLC sold880 0
SMITH SHELLNUT WILSON LLC /ADV 0%56 12,562 National Asset Management, Inc. sold877 0
Savant Capital Management Inc 3%51 1,871 Live Oak Private Wealth LLC sold866 0
Westside Investment Management, Inc. bought50 50 SkyOak Wealt, LLC sold861 0
Financeware, Inc. 4%49 1,175 Charles Schwab Trust Co sold858 0
Wealthcare Advisory Partners LLC 33%47 188 LINCOLN NATIONAL CORP sold852 0
HC FINANCIAL ADVISORS INC bought40 40 Kerntke Otto McGlone Wealth Management Group sold847 0
Firestone Capital Management 93%38 79 Frontier Wealth Management LLC sold844 0
ABSOLUTE INVESTMENT MANAGEMENT LLC 21%34 193 Benchmark Wealth Management, LLC sold844 0
Red Door Wealth Management, LLC bought31 31 FIRST TRUST ADVISORS LP 7%832 11,923
Atlas Brown,Inc. 0%31 7,341 PRIVATE CAPITAL MANAGEMENT LLC 22%827 2,980
Forefront Analytics, LLC bought27 27 First Personal Financial Services 3%826 28,419
Lakeview Capital Partners, LLC 4%23 665 CWM, LLC 42%794 1,093
ROWLAND CARMICHAEL ADVISORS INC /ADV bought23 23 Capital Advisors, Ltd. LLC 1%781 59,408
SVA Plumb Wealth Management, LLC 1%21 2,522 Maltin Wealth Management, Inc. 17%765 3,629
HMS Capital Management, LLC 0%20 6,923 Spectrum Asset Management, Inc. (NB/CA) 25%760 2,285
Efficient Wealth Management LLC bought20 20 FIRST MERCHANTS CORP 1%717 63,759
Capital Advisory Group Advisory Services, LLC bought18 18 JONES FINANCIAL COMPANIES LLLP 1%691 61,845
Brand Asset Management Group, Inc. bought17 17 IFP Advisors, Inc 15%646 3,562
First PREMIER Bank bought15 15 Modus Advisors, LLC 31%643 1,414
Hanson McClain, Inc. bought10 10 DEARBORN PARTNERS LLC 16%640 3,313
Financial Advocates Investment Management 0%10 3,527 Integer Wealth Advisors Group LLC 4%619 15,792
VERUS CAPITAL PARTNERS, LLC 4%10 285 TFG Advisers LLC sold601 0
SOL Capital Management CO 0%7 2,277 Connecticut Wealth Management, LLC 17%599 3,013
Harborview Advisors, LLC 0%7 3,662 UMB BANK N A/MO 6%584 9,390
IEQ CAPITAL, LLC 0%4 1,132 FINANCIAL COUNSELORS INC 9%534 5,619
Laurel Wealth Advisors LLC 0%2 958 BRIDGES INVESTMENT MANAGEMENT INC 22%534 1,863
Chicago Partners Investment Group LLC 0%2 1,854 CHARTER TRUST CO 14%528 3,160
TRUE Private Wealth Advisors 0%1 211 Sullivan, Bruyette, Speros & Blaney, Inc. sold510 0
CREATIVE FINANCIAL DESIGNS INC /ADV 0%1 495 BP WEALTH MANAGEMENT, LLC sold507 0
MA Private Wealth 0%1 1,366 FIRST HAWAIIAN BANK 1%490 38,611
Jackson, Grant Investment Advisers, Inc. 1%1 172 Patten Group, Inc. 13%480 3,360
HighMark Wealth Management LLC 3%1 40 ARGI Investment Services, LLC 25%469 1,417
Evensky & Katz, Inc. 0%1 659 NewFocus Financial Group, LLC 4%462 11,433
Blue Creek Investment Partners, LLC 0%1 1,590 Fulton Breakefield Broenniman LLC 3%453 16,621
Parkside Financial Bank & Trust 45%451 558
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6%451 6,574
Outlook Wealth Advisors, LLC 6%448 7,676
Key FInancial Inc 15%436 2,499
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6%431 6,622
First Heartland Consultants, Inc. 12%407 3,048
Stordahl Capital Management, Inc. 5%401 7,678
Johnson Financial Group, Inc. 21%394 1,463
Center for Financial Planning, Inc. sold383 0
MV Capital Management, Inc. 2%367 15,965
MYCIO WEALTH PARTNERS, LLC sold355 0
ACIMA PRIVATE WEALTH, LLC sold352 0
Private Capital Group, LLC 7%315 3,887
Stratos Wealth Partners, LTD. 4%308 7,257
HBK Sorce Advisory LLC 18%302 1,416
Nachman Norwood & Parrott, Inc 3%284 10,489
CLS INVESTMENT FIRM, LLC sold274 0
Institute for Wealth Management, LLC. sold247 0
Chevy Chase Trust Holdings, Inc. sold246 0
Farmers & Merchants Trust Co of Chambersburg PA sold243 0
Total Clarity Wealth Management, Inc. sold235 0
RMB Capital Management, LLC 15%234 1,345
Bell Rock Capital LLC sold234 0
WMS Partners, LLC 11%223 1,765
PEOPLES BANK NATIONAL ASSOCIATION 14%205 1,300
DUNCKER STREETT & CO INC 30%200 475
Hartland & Co., LLC 4%199 4,530
Lloyd Advisory Services, LLC. sold197 0
Personal Wealth Partners 13%190 1,300
PARAMETRIC PORTFOLIO ASSOCIATES 8%186 2,117
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 13%186 1,230
Strategic Wealth Partners Group LLC 11%185 1,458
BBVA USA BANCSHARES INC 12%180 1,381
Independence Advisors, LLC 95%180 9
INTRUST BANK NA 6%178 3,010
West Branch Capital LLC 13%177 1,222
MATHER GROUP, INC. 13%175 1,191
Peterson Wealth Advisors, LLC 11%175 1,454
Carmichael Hill & Associates, Inc. 4%174 3,933
Ellevest, Inc. 22%170 601
Merit Financial Group, LLC 9%164 1,685
DUBUQUE BANK & TRUST CO 9%164 1,692
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2%161 6,820
OPPENHEIMER & CO INC 2%155 6,539
Enterprise Trust & Investment Co sold151 0
Cribstone Capital Management, LLC sold140 0
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 37%128 220
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 6%123 1,900
First National Bank of South Miami 5%119 2,144
MAKENA CAPITAL MANAGEMENT LLC 3%114 4,423
TCI Wealth Advisors, Inc. 20%109 433
EPG Wealth Management LLC sold107 0
GABLES CAPITAL MANAGEMENT INC. 3%106 2,928
CITY HOLDING CO 6%100 1,697
HARBOR INVESTMENT ADVISORY, LLC 10%99 875
PROEQUITIES, INC. 3%99 3,396
Asset Management Group, Inc. 1%99 16,077
GSB Wealth Management, LLC sold99 0
CONTRAVISORY INVESTMENT MANAGEMENT, INC. sold92 0
Sowell Financial Services LLC 6%91 1,504
MANCHESTER FINANCIAL INC 49%90 95
Multi-Financial Securities Corp 3%89 2,901
River Wealth Advisors LLC 6%89 1,482
ENCORE BANK NA 2%86 3,466
Samalin Investment Counsel, LLC sold85 0
SMITHFIELD TRUST CO 40%82 124
BKD Wealth Advisors, LLC 5%75 1,500
Palisade Asset Management, LLC 4%75 1,634
Bangor Savings Bank 2%75 3,564
Capital Asset Advisory Services LLC sold72 0
Carroll Financial Associates, Inc. 2%72 3,392
Parallel Advisors, LLC 5%70 1,485
Neumann Capital Management, LLC 1%70 11,535
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC sold70 0
OLD NATIONAL BANCORP /IN/ 3%69 2,345
STEPHENS INC /AR/ 1%65 5,155
BSC PRIVATE WEALTH MANAGEMENT, LLC 4%62 1,383
McKinley Carter Wealth Services, Inc. sold60 0
Stearns Financial Services Group sold59 0
JOHNSON INVESTMENT COUNSEL INC 2%56 2,586
Community Bank, N.A. 3%55 1,870
Lenox Wealth Advisors, Inc. sold55 0
Guidance Point Advisors, LLC 0%55 16,021
Montecito Bank & Trust 2%50 3,251
SIGMA INVESTMENT COUNSELORS INC 2%45 1,757
Country Club Trust Company, n.a. 1%45 7,393
Wolff Financial Management LLC 1%34 2,245
Ironwood Wealth Management, llc 44%32 40
TOBIAS FINANCIAL ADVISORS, INC. sold29 0
HOWARD WEALTH MANAGEMENT, LLC sold25 0
HPM Partners LLC 1%25 2,839
KANAWHA CAPITAL MANAGEMENT LLC 1%25 2,020
Element Wealth, LLC 4%21 461
All Terrain Financial Advisors, LLC 1%20 1,367
Goss Wealth Management LLC 0%20 4,466
WEST BANCORPORATION INC 3%20 590
MCF Advisors LLC sold16 0
NORRIS PERNE & FRENCH LLP/MI 1%15 1,946
FLAGSHIP HARBOR ADVISORS, LLC 5%15 275
Advisory Alpha, LLC 12%14 102
SUMMIT FINANCIAL GROUP INC 1%12 1,632
CX Institutional 34%12 23
Coastal Investment Advisors, Inc. sold11 0
Alexandria Capital, LLC 0%11 2,194
DOWLING & YAHNKE INC 0%5 1,801
Evercore Wealth Management, LLC 0%5 1,776
Silicon Hills Wealth Management, LLC sold3 0
TSFG, LLC 5%3 62
TNB Financial 0%3 902
Prestige Wealth Management Group LLC 15%2 11
AMERITAS INVESTMENT CORP 0%2 813
LexAurum Advisors, LLC no change 1,578
Mosaic Family Wealth, LLC no change 1,544
TOCQUEVILLE ASSET MANAGEMENT LP no change 1,700
Kistler-Tiffany Companies, LLC no change 1,518
Harel Insurance Investments & Financial Services Ltd. no change 1,600
BAILARD, INC. no change 1,628
RPg Family Wealth Advisory, LLC no change 1,641
ALERUS FINANCIAL NA no change 1,696
COLDSTREAM CAPITAL MANAGEMENT INC no change 1,512
Argent Trust Co no change 1,420
Jordan Park Group LLC no change 1,215
Relaxing Retirement Coach no change 1,229
Carnegie Capital Asset Management, LLC no change 1,193
Glassman Wealth Services no change 984
Colorado Capital Management, Inc. no change 856
Legacy Bridge, LLC no change 860
Rikoon Group, LLC no change 1,247
Filbrandt Wealth Management, LLC no change 1,256
NBT BANK N A /NY no change 1,435
Bremer Bank National Association no change 1,469
MEITAV DASH INVESTMENTS LTD no change 1,400
Wambolt & Associates, LLC no change 1,394
INVERNESS COUNSEL INC /NY/ no change 1,336
Schneider Downs Wealth Management Advisors, LP no change 1,376
Venture Visionary Partners LLC no change 1,501
CRA Financial Services, LLC no change 1,935
Hochman Cole Investment Advisors, Inc. no change 3,957
Emerald Investment Partners, LLC no change 134
Front Row Advisors LLC no change 3,763
Somerset Group LLC no change 3,619
SCBT FINANCIAL CORP no change 3,392
PITTENGER & ANDERSON INC no change 3,450
Taylor, Cottrill, Erickson & Associates, Inc. no change 4,591
Family Firm, Inc. no change 5,218
Veritable, L.P. no change 7,763
Segment Wealth Management, LLC no change 7,925
ALESCO ADVISORS LLC no change 6,905
VIRIDIAN RIA, LLC no change 6,845
FineMark National Bank & Trust no change 5,636
GLENMEDE TRUST CO NA no change 3,388
BRANDYWINE OAK PRIVATE WEALTH LLC no change 3,250
ProVise Management Group, LLC no change 2,248
LeJeune Puetz Investment Counsel LLC no change 2,435
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT no change 1,969
Legacy Private Trust Co. no change 1,949
PRIVATE MANAGEMENT GROUP INC no change 1,844
Allen Investment Management LLC no change 1,889
Meristem, LLP no change 2,443
Oakworth Capital, Inc. no change 2,459
Marietta Wealth Management, LLC no change 2,805
WHITTIER TRUST CO OF NEVADA INC no change 3,075
MERIDIAN INVESTMENT COUNSEL INC. no change 2,661
Harbour Capital Advisors, LLC no change 2,545
REGENTATLANTIC CAPITAL LLC no change 2,467
GOFEN & GLOSSBERG LLC /IL/ no change 1,707
LIBERTY WEALTH MANAGEMENT LLC no change 603
1776 Wealth LLC no change 36
REILLY FINANCIAL ADVISORS, LLC no change 35
Sonora Investment Management, LLC no change 35
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV no change 38
Versant Capital Management, Inc no change 38
Rice Partnership, LLC no change 42
Tortoise Investment Management, LLC no change 169
Column Capital Advisors, LLC no change 35
Lehman & Derafelo Financial Resources LLC no change 34
RPG Investment Advisory, LLC no change 20
Lowe fs, LLC no change 19
Archer Investment Corp no change 22
Weaver Consulting Group no change 22
Joseph P. Lucia & Associates, LLC no change 34
Global Trust Asset Management, LLC no change 24
Trust Co no change 44
ATTICUS WEALTH MANAGEMENT, LLC no change 47
Sterling Investment Advisors, Ltd. no change 110
Cutler Group LP no change 100
Cedar Mountain Advisors, LLC no change 113
PIN OAK INVESTMENT ADVISORS INC no change 116
Asset Dedication, LLC no change 125
Manchester Capital Management LLC no change 150
COUNTRY TRUST BANK no change 96
Baystate Wealth Management LLC no change 152
Litman Gregory Asset Management LLC no change 64
Plante Moran Financial Advisors Ltd Partnership no change 47
BerganKDV Wealth Management, LLC no change 67
John W. Brooker & Co., CPAs no change 87
DEUTSCHE BANK AG no change 89
TRUEWEALTH LLC no change 88
Engrave Wealth Partners LLC no change 18
Gradient Investments LLC no change 17
Cascade Investment Advisors, Inc. no change 295
Horrell Capital Management, Inc. no change 305
Valeo Financial Advisors, LLC no change 326
Affiance Financial, LLC no change 287
Retirement Network no change 279
Founders Capital Management no change 252
Berman Capital Advisors, LLC no change 269
STEPHENSON NATIONAL BANK & TRUST no change 355
Capital Investment Advisory Services, LLC no change 433
Pinnacle Bank no change 652
SVB Wealth Advisory, Inc. no change 657
Independence Bank of Kentucky no change 131
Bedel Financial Consulting, Inc. no change 136
VALLEY NATIONAL ADVISERS INC no change 467
Prime Capital Investment Advisors, LLC no change 500
AMERICAN NATIONAL BANK no change 244
BALLAST ADVISORS LLC no change 244
Certified Advisory Corp no change 9
MCMILLION CAPITAL MANAGEMENT INC no change 7
Cordasco Financial Network no change 195
Aptus Capital Advisors, LLC no change 12
Hudock Moyer Wealth Resources, LLC no change 15
Tradewinds Capital Management, LLC no change 13
Private Ocean, LLC no change 200
Stonebridge Capital Advisors LLC no change 200
Armor Investment Advisors, LLC no change 218
Sugarloaf Wealth Management, LLC no change 231
Sound Income Strategies, LLC no change 217
Moser Wealth Advisors, LLC no change 210
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 200
Financial Architects, Inc no change 200
WHITTIER TRUST CO no change 740
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