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STOCK TICKER:
ISHARE SPMC400BARGRO   (ticker: IJK)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 45
0 100 45
Current Holdings: 18,802,400
Previous Holdings: 18,823,351
Change: 0.11%
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)
ENVESTNET ASSET MANAGEMENT INC 43%169,134 565,223 STIFEL FINANCIAL CORP sold467,569 0
ROYAL BANK OF CANADA bought146,244 146,244 BENJAMIN F. EDWARDS & COMPANY, INC. 56%95,968 74,740
Pensionmark Financial Group, LLC 3,827%62,767 64,407 WELLS FARGO & CO/MN 2%82,673 5,189,170
Equitable Holdings, Inc. bought57,773 57,773 LPL Financial CORP 24%81,770 256,808
Parcion Private Wealth LLC bought44,356 44,356 UBS Group AG 9%61,741 639,561
Hudson Capital Management LLC bought44,296 44,296 CONFLUENCE INVESTMENT MANAGEMENT LLC 55%55,731 45,926
BANK OF AMERICA CORP /DE/ 3%24,073 933,989 M&T BANK CORP sold55,630 0
First Citizens Financial Corp bought17,717 17,717 AXA sold53,660 0
Integer Wealth Advisors Group LLC bought16,411 16,411 Susquehanna International Group, LLP 89%34,656 4,287
BB&T CORP 5%14,247 300,982 MORGAN STANLEY 1%15,385 1,584,798
Capital Advisors, Ltd. LLC 30%14,043 60,189 Financial Engines Advisors L.L.C. 2%11,846 560,316
Platte River Wealth Advisors, LLC bought13,924 13,924 REGIONS FINANCIAL CORP 11%11,803 98,160
Raymond James Financial Services Advisors, Inc. 5%13,276 257,759 Harvest Investment Services, LLC 81%8,237 1,914
Argent Wealth Management LLC bought12,235 12,235 Sigma Planning Corp 32%7,843 16,368
J.W. COLE ADVISORS, INC. bought10,607 10,607 Advisor Group, Inc. 21%7,688 28,939
Bank of New York Mellon CORP 10%10,435 119,250 Capital Directions Investment Advisors, LLC 6%7,574 116,676
Silversage Advisors bought9,790 9,790 HANCOCK HOLDING CO 37%6,343 10,820
LWS Wealth Advisors, Inc. bought9,360 9,360 QUEST CAPITAL MANAGEMENT INC /ADV 19%6,320 27,130
Rockefeller Capital Management L.P. 258%8,233 11,430 Summit Trail Advisors, LLC sold6,300 0
FormulaFolio Investments, LLC 20%8,173 48,265 KEYBANK NATIONAL ASSOCIATION/OH 2%5,185 206,764
Crescent Grove Advisors, LLC 296%8,016 10,727 CREDIT SUISSE/ 10%5,150 48,401
Stratos Wealth Partners, LTD. 13,655%7,510 7,565 Pennsylvania Trust Co sold4,672 0
GUGGENHEIM CAPITAL LLC bought7,100 7,100 Tower Research Capital LLC 31%3,447 7,853
Independent Advisor Alliance bought6,942 6,942 Sandy Spring Bank 18%3,441 15,755
HMS Capital Management, LLC bought6,903 6,903 BENJAMIN EDWARDS INC 62%2,900 1,767
DAVIDSON D A & CO 2%5,878 268,640 COMMONWEALTH EQUITY SERVICES, LLC. 1%2,729 185,189
NORTHERN TRUST CORP 3%5,805 188,691 BRIDGER CAPITAL MANAGEMENT, LLC sold2,195 0
FineMark National Bank & Trust bought5,636 5,636 J. L. Bainbridge & Co., Inc. sold2,017 0
AE Wealth Management LLC 124%5,403 9,757 Somerset Group LLC 35%1,947 3,619
Mattern Wealth Management LLC bought4,908 4,908 TIEDEMANN WEALTH MANAGEMENT, LLC 8%1,775 20,303
MAKENA CAPITAL MANAGEMENT LLC bought4,537 4,537 Johnson Financial Group, Inc. sold1,718 0
Maltin Wealth Management, Inc. bought4,394 4,394 Paracle Advisors, LLC sold1,634 0
Sawtooth Asset Management, Inc. 118%4,139 7,660 WEALTHSOURCE PARTNERS, LLC 11%1,629 13,085
J P MORGAN CHASE & CO 3%3,927 152,931 DUBUQUE BANK & TRUST CO 45%1,500 1,856
HighTower Advisors, LLC 2%3,856 163,623 RHUMBLINE ADVISERS 34%1,500 2,901
AMERIPRISE FINANCIAL INC 1%3,628 346,814 DAVIS R M INC 62%1,500 916
GYL FINANCIAL SYNERGIES, LLC bought3,475 3,475 Evensky & Katz, Inc. 69%1,492 658
Global Retirement Partners, LLC 242%3,446 4,868 Marquette Asset Management Inc. sold1,456 0
TWO SIGMA SECURITIES, LLC bought3,411 3,411 MA Private Wealth 51%1,413 1,365
Windsor Group LTD bought3,349 3,349 Goelzer Investment Management, Inc. 3%1,369 41,163
CITIGROUP INC 23%3,184 16,745 First Personal Financial Services 4%1,320 29,245
Atlas Private Wealth Management bought3,175 3,175 Renaissance Technologies(Jim Simons) sold1,300 0
Key FInancial Inc bought2,935 2,935 People's United Financial, Inc. 5%1,262 22,684
Legacy Advisors, LLC bought2,885 2,885 Cooper Financial Group sold1,254 0
Visionary Wealth Advisors bought2,833 2,833 COMMERCE BANK N A/MO 12%1,164 8,228
H D Vest Advisory Services 25%2,618 13,229 GREENLEAF TRUST 3%1,153 33,839
BEAM Asset Management, LLC bought2,589 2,589 Mechanics Bank Trust Department 4%1,134 29,182
PROEQUITIES, INC. 176%2,229 3,495 Edmonds Duncan Registered Investment Advisors, LLC 8%1,120 12,616
EP Wealth Advisors, Inc. 23%2,100 11,241 UNIONBANCAL CORP 4%1,113 25,014
Private Wealth Advisors, Inc. 100%2,065 4,122 Good Life Advisors, LLC sold1,104 0
Personal Capital Advisors Corp bought2,061 2,061 FIRST HAWAIIAN BANK 3%1,101 39,101
Private Advisor Group, LLC 6%2,059 36,157 BDO Wealth Advisors, LLC 18%1,094 5,061
PINNACLE FINANCIAL PARTNERS INC 31%2,033 8,487 Creative Planning 5%1,073 19,622
Modus Advisors, LLC bought2,008 2,008 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 34%1,040 2,023
UNITED CAPITAL FINANCIAL ADVISERS,INC. 9%1,989 25,319 BURNS J W & CO INC/NY sold1,020 0
PSI Advisors, LLC bought1,951 1,951 Asset Planning Services, Ltd. sold970 0
Financial Advocates Investment Management 112%1,860 3,517 FIRST NATIONAL BANK OF OMAHA sold954 0
CB&T Wealth Management bought1,850 1,850 FIRST MERCHANTS CORP 1%951 64,476
Merit Financial Group, LLC bought1,849 1,849 CWM, LLC 33%937 1,887
CONGRESS ASSET MANAGEMENT CO /MA bought1,788 1,788 RFG Advisory Group, LLC 27%879 2,371
Evercore Wealth Management, LLC bought1,781 1,781 DEARBORN PARTNERS LLC 18%850 3,953
Lido Advisors, LLC 10%1,731 18,396 Ullmann Financial Group, Inc. 9%836 8,757
JONES FINANCIAL COMPANIES LLLP 3%1,694 62,536 CAHABA WEALTH MANAGEMENT, INC. 9%821 8,014
BANK OF MONTREAL /CAN/ 17%1,638 11,362 Institute for Wealth Management, LLC. 76%781 247
River Wealth Advisors LLC bought1,571 1,571 SEI INVESTMENTS CO sold779 0
OPPENHEIMER & CO INC 30%1,541 6,694 COURIER CAPITAL CORP 1%757 63,589
Venture Visionary Partners LLC bought1,501 1,501 BRANDYWINE OAK PRIVATE WEALTH LLC 16%635 3,250
Financial Network 2%1,490 61,741 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1%627 107,769
COMERICA SECURITIES,INC. bought1,458 1,458 King Wealth Management Group, LLC 2%608 25,705
NBT BANK N A /NY bought1,435 1,435 JNBA Financial Advisors 2%605 24,833
BANK OF STOCKTON 4%1,339 34,024 Voya Financial Advisors, Inc. 6%604 9,007
Filbrandt Wealth Management, LLC bought1,256 1,256 QUADRANT CAPITAL GROUP LLC sold600 0
NWAM LLC bought1,225 1,225 FARMERS & MERCHANTS INVESTMENTS INC sold600 0
DAVIDSON TRUST CO bought1,222 1,222 BBVA USA BANCSHARES INC 26%560 1,561
Jordan Park Group LLC bought1,215 1,215 INTRUST BANK NA 15%558 3,188
AdvicePeriod, LLC bought1,213 1,213 UMB BANK N A/MO 5%556 9,974
ASSOCIATED BANC-CORP 8%1,180 15,441 Cranbrook Wealth Management, LLC 2%552 21,537
IEQ CAPITAL, LLC bought1,128 1,128 HUNTINGTON NATIONAL BANK 3%539 20,841
ADVISOR PARTNERS LLC bought1,110 1,110 Taylor, Cottrill, Erickson & Associates, Inc. 10%527 4,591
BRIGHTON JONES LLC bought1,106 1,106 GOLDMAN SACHS GROUP INC 1%504 68,577
TCF National Bank 5%1,055 23,358 PRIVATE MANAGEMENT GROUP INC 21%500 1,844
Advisory Services Network, LLC 19%1,007 6,189 Private Capital Group, LLC 11%500 4,202
AdvisorNet Financial, Inc 9%998 12,465 Blue Creek Investment Partners, LLC 24%499 1,589
MISSION WEALTH MANAGEMENT, LLC bought995 995 WAYNE HUMMER ASSET MANAGEMENT CO 2%481 27,017
PARAMETRIC PORTFOLIO ASSOCIATES 76%994 2,303 Thor Advisors, LLC sold477 0
HARBOR INVESTMENT ADVISORY, LLC bought974 974 Sowell Financial Services LLC 23%475 1,595
Smith & Howard Wealth Management, LLC bought955 955 TIEMANN INVESTMENT ADVISORS, LLC 9%472 4,586
BRYN MAWR TRUST CO/PA bought950 950 RMB Capital Management, LLC 22%450 1,579
Altus Wealth Management, LLC bought931 931 IFG Advisory, LLC 5%443 8,232
DAVENPORT & CO LLC bought885 885 Country Club Trust Company, n.a. 6%433 7,438
BOSTON FINANCIAL MANGEMENT INC /MA bought872 872 All Terrain Financial Advisors, LLC 23%425 1,387
Live Oak Private Wealth LLC bought866 866 MONECO Advisors, LLC 7%423 5,897
SkyOak Wealt, LLC bought861 861 Multi-Financial Securities Corp 12%408 2,990
Charles Schwab Trust Co bought858 858 RAYMOND JAMES & ASSOCIATES 0%398 287,205
Colorado Capital Management, Inc. bought856 856 SJA Financial Advisory, LLC 1%383 43,548
LINCOLN NATIONAL CORP bought852 852 BROWN ADVISORY HOLDINGS INC 17%377 1,851
Financial Advisory Service, Inc. bought848 848 ProVise Management Group, LLC 14%367 2,248
Kerntke Otto McGlone Wealth Management Group bought847 847 Ifrah Financial Services, Inc. 1%366 55,923
Frontier Wealth Management LLC bought844 844 Fulton Breakefield Broenniman LLC 2%354 17,074
Benchmark Wealth Management, LLC bought844 844 IHT Wealth Management, LLC 10%352 3,052
Ocean Endowment Partners, LLC bought840 840 Cutter & CO Brokerage, Inc. 25%334 1,017
CENTAURUS FINANCIAL, INC. bought838 838 Coastal Investment Advisors, Inc. 98%331 8
FINANCIAL COUNSELORS INC 15%784 6,153 Hanlon Investment Management, Inc. 24%328 1,014
Perigon Wealth Management, LLC 42%754 2,550 CHARTER TRUST CO 8%322 3,688
Carnick & Kubik Group, LLC 19%727 4,556 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0%309 461,687
DUNCKER STREETT & CO INC bought675 675 PFG Advisors 5%308 5,505
SVB Wealth Advisory, Inc. bought657 657 Cornerstone Wealth Management, LLC 14%290 1,841
Chicago Partners Investment Group LLC 55%657 1,852 FIFTH THIRD BANCORP 1%283 54,045
Salomon & Ludwin, LLC 1%656 112,500 BSC PRIVATE WEALTH MANAGEMENT, LLC 16%282 1,445
Lakeview Capital Partners, LLC bought642 642 Sullivan, Bruyette, Speros & Blaney, Inc. 35%280 510
Perkins Coie Trust Co 2%638 34,216 BAILARD, INC. 14%265 1,628
WEST BANCORPORATION INC bought610 610 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 12%260 1,969
TFG Advisers LLC bought601 601 Towerpoint Wealth, LLC sold260 0
Busey Trust CO bought600 600 SYNOVUS FINANCIAL CORP 7%258 3,214
Connecticut Wealth Management, LLC 17%537 3,612 First Allied Advisory Services, Inc. 1%246 16,327
Orion Portfolio Solutions, LLC bought521 521 MERCER GLOBAL ADVISORS INC /ADV 14%241 1,479
COLONY GROUP LLC 8%516 6,939 Family Firm, Inc. 4%237 5,218
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 6%509 8,654 Carroll Financial Associates, Inc. 6%209 3,464
BP WEALTH MANAGEMENT, LLC bought507 507 Old North State Trust, LLC sold206 0
Element Wealth, LLC bought482 482 Neumann Capital Management, LLC 2%195 11,605
BRIDGES INVESTMENT MANAGEMENT INC 21%421 2,397 National Asset Management, Inc. 18%193 877
TRUST CO OF VERMONT 13%413 3,688 HIGHLAND CAPITAL MANAGEMENT CORP 17%193 963
Steward Partners Investment Advisory, LLC 0%406 96,452 West Branch Capital LLC 11%171 1,399
FSA Wealth Management LLC bought400 400 WMS Partners, LLC 8%170 1,988
Center for Financial Planning, Inc. bought383 383 Argent Trust Co 10%166 1,420
Joel Isaacson & Co., LLC 0%377 94,606 Enterprise Trust & Investment Co sold151 0
STEPHENSON NATIONAL BANK & TRUST bought355 355 Front Row Advisors LLC 4%150 3,763
Ballew Advisors, Inc 14%330 2,746 PACIFIC FINANCIAL GROUP INC 3%144 5,473
FIRST INTERSTATE BANK 27%294 1,403 Starfire Investment Advisers, Inc. 0%119 30,430
IFP Advisors, Inc 7%293 4,208 Advisory Alpha, LLC 50%115 116
Affiance Financial, LLC bought287 287 HSBC HOLDINGS PLC 0%111 34,631
BLAIR WILLIAM & CO/IL 1%286 25,956 NewFocus Financial Group, LLC 1%104 11,895
Retirement Network bought279 279 Community Bank, N.A. 5%100 1,925
Whitnell & Co. 6%278 4,667 Cutler Group LP 50%100 100
VERUS CAPITAL PARTNERS, LLC bought275 275 NORRIS PERNE & FRENCH LLP/MI 5%99 1,961
Winfield Associates, Inc. 1%275 23,317 GSB Wealth Management, LLC 74%98 34
MV Capital Management, Inc. 2%274 16,332 BESSEMER GROUP INC 3%96 3,604
Centerpoint Advisors, LLC 1%269 51,486 SOL Capital Management CO 4%95 2,270
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 23%263 1,416 ADVISORS MANAGEMENT GROUP INC /ADV 8%93 1,005
TI-TRUST, INC bought262 262 Claraphi Advisory Network, LLC sold92 0
SIGMA INVESTMENT COUNSELORS INC 16%250 1,802 Cribstone Capital Management, LLC 40%92 140
HBK Sorce Advisory LLC 17%250 1,718 VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 2%90 4,711
Chevy Chase Trust Holdings, Inc. bought246 246 JOHNSON INVESTMENT COUNSEL INC 3%88 2,642
BALLAST ADVISORS LLC bought244 244 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 8%88 957
Total Clarity Wealth Management, Inc. bought235 235 Ellis Investment Partners, LLC 2%85 4,124
Sugarloaf Wealth Management, LLC bought231 231 Dana Investment Advisors, Inc. 3%82 3,127
THRIVENT FINANCIAL FOR LUTHERANS 2%220 9,749 SECURITY NATIONAL TRUST CO 1%80 14,685
TRUE Private Wealth Advisors bought210 210 Harborview Advisors, LLC 2%80 3,655
Moser Wealth Advisors, LLC bought210 210 Carmichael Hill & Associates, Inc. 2%78 4,107
Lloyd Advisory Services, LLC. bought197 197 MATHER GROUP, INC. 5%75 1,366
CWH Capital Management, Inc. 3%193 7,157 Bangor Savings Bank 2%75 3,564
Independence Advisors, LLC bought189 189 LEVEL FOUR ADVISORY SERVICES, LLC 2%73 4,194
MANCHESTER FINANCIAL INC bought185 185 ENCORE BANK NA 2%72 3,552
Janney Montgomery Scott LLC 0%181 37,817 First Heartland Consultants, Inc. 2%70 3,455
FIRST TRUST ADVISORS LP 1%181 12,755 Telos Capital Management, Inc. 1%69 6,748
Norway Savings Bank 62%175 456 Oakworth Capital, Inc. 3%69 2,459
Strategic Wealth Partners Group LLC 11%165 1,643 STEPHENS INC /AR/ 1%65 5,220
ABSOLUTE INVESTMENT MANAGEMENT LLC bought159 159 Hochman Cole Investment Advisors, Inc. 2%63 3,957
Csenge Advisory Group 0%153 44,945 First National Bank of South Miami 3%61 2,263
Monument Capital Management 1%152 18,883 Wallington Asset Management, LLC 6%60 880
Carnegie Capital Asset Management, LLC 14%150 1,193 CX Institutional 62%58 35
Mariner Wealth Advisors, LLC 1%150 26,361 Mutual Advisors, LLC 3%58 1,735
SCBT FINANCIAL CORP 4%135 3,392 SIGNATUREFD, LLC 3%58 1,682
ARGI Investment Services, LLC 8%132 1,886 Crestwood Advisors LLC 1%58 5,034
BRINKER CAPITAL INC 6%131 2,184 Stordahl Capital Management, Inc. 1%56 8,079
DOWLING & YAHNKE INC 7%120 1,806 Lenox Wealth Advisors, Inc. sold55 0
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2%115 6,981 Edge Wealth Management LLC sold55 0
TCI Wealth Advisors, Inc. 26%113 542 Capital Analysts, Inc. 1%53 6,273
Cedar Mountain Advisors, LLC bought113 113 USCA RIA LLC 1%53 7,105
Asset Management Group, Inc. 1%109 16,176 Glassman Wealth Services 5%50 984
EPG Wealth Management LLC bought107 107 Gladstone Institutional Advisory LLC 2%49 2,516
Meridian Wealth Partners, LLC bought100 100 Legacy Private Trust Co. 2%48 1,949
AMERITAS INVESTMENT CORP 12%87 815 Bremer Bank National Association 3%45 1,469
First Command Financial Services, Inc. 50%85 256 Capital Investment Advisors, LLC 3%40 1,547
Samalin Investment Counsel, LLC bought85 85 Dynamic Advisors Solutions LLC 4%39 1,027
First Command Bank 50%85 256 Yale Capital CORP 0%37 57,599
MAI Wealth Advisors 0%75 119,016 Executive Wealth Management, LLC sold33 0
Capital Asset Advisory Services LLC bought72 72 Atlas Brown,Inc. 0%30 7,310
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC bought70 70 CONNING Asset Management Co. sold30 0
TSFG, LLC bought65 65 Homrich & Berg 0%25 6,690
SMITH SHELLNUT WILSON LLC /ADV 1%65 12,506 KCS Wealth Advisory sold25 0
Procyon Private Wealth Partners, LLC bought65 65 ENTERPRISE FINANCIAL SERVICES CORP 5%23 461
MML INVESTORS SERVICES, LLC 0%61 25,296 Pinnacle Bank 3%22 652
McKinley Carter Wealth Services, Inc. bought60 60 Relaxing Retirement Coach 2%21 1,229
GHP Investment Advisors, Inc. 0%56 36,135 Patten Group, Inc. 1%20 3,840
Hubbell Strickland Wealth Management, LLC 2%53 2,528 KANAWHA CAPITAL MANAGEMENT LLC 1%20 2,045
Slow Capital, Inc. 1%52 9,119 GLENMEDE TRUST CO NA 1%20 3,388
Integrated Wealth Concepts LLC 2%50 2,132 Capital Planning Advisors, LLC 0%20 4,297
ATTICUS WEALTH MANAGEMENT, LLC bought47 47 GRIFFIN ASSET MANAGEMENT, INC. 1%19 2,890
Plante Moran Financial Advisors Ltd Partnership bought47 47 GREAT VALLEY ADVISOR GROUP, INC. 1%19 1,649
Tranquility Partners, LLC 3%46 1,361 Wolff Financial Management LLC 1%18 2,279
Kore Private Wealth LLC bought43 43 CITY HOLDING CO 1%17 1,797
US BANCORP DE 0%42 35,434 Aft, Forsyth & Company, Inc. 0%15 6,079
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 0%41 159,524 Nachman Norwood & Parrott, Inc 0%15 10,773
Firestone Capital Management bought41 41 Spectrum Asset Management, Inc. (NB/CA) 0%15 3,045
Guidance Point Advisors, LLC 0%39 16,076 BKD Wealth Advisors, LLC 1%14 1,575
HighMark Wealth Management LLC bought39 39 SUMMIT FINANCIAL GROUP INC 1%12 1,632
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV bought38 38 PIN OAK INVESTMENT ADVISORS INC 9%12 116
1776 Wealth LLC bought36 36 Summit Investment Advisors, Inc. 0%10 3,848
REILLY FINANCIAL ADVISORS, LLC bought35 35 Omega Financial Group, LLC 1%10 1,949
Column Capital Advisors, LLC bought35 35 BRONFMAN E.L. ROTHSCHILD, L.P. 1%8 1,114
Sonora Investment Management, LLC bought35 35 NEXT Financial Group, Inc 0%7 1,770
WELCH & FORBES LLC 3%35 1,185 Leonard Rickey Investment Advisors P.L.L.C. 0%6 3,770
Meridian Wealth Management, LLC 3%32 1,268 RAYMOND JAMES TRUST CO 0%6 3,678
Krueger & Catalano Capital Partners, LLC 3%31 1,136 WSFS CAPITAL MANAGEMENT, LLC 0%6 6,850
TOBIAS FINANCIAL ADVISORS, INC. bought29 29 HPM Partners LLC 0%5 2,864
Northeast Financial Consultants Inc 3%28 1,044 QUANTUM CAPITAL MANAGEMENT 0%4 4,049
SPC Financial, Inc. 0%27 56,749 One Capital Management, LLC 0%3 3,048
THOROUGHBRED FINANCIAL SERVICES, LLC 2%26 1,420 WHITENER CAPITAL MANAGEMENT, INC. sold3 0
HOWARD WEALTH MANAGEMENT, LLC bought25 25 CRA Financial Services, LLC 0%2 1,935
FORT PITT CAPITAL GROUP, LLC 2%25 1,344 Outlook Wealth Advisors, LLC 0%2 8,124
Buckingham Asset Management, LLC 1%22 1,507 Amerivest Investment Management LLC 2%2 80
PACIFIC SUN FINANCIAL CORP 1%20 2,870 Prestige Wealth Management Group LLC 7%1 13
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1%19 2,577 Global Trust Asset Management, LLC no change 24
Engrave Wealth Partners LLC bought18 18 Asset Dedication, LLC no change 125
Goss Wealth Management LLC 0%17 4,486 Armor Investment Advisors, LLC no change 218
MCF Advisors LLC bought16 16 Emerald Investment Partners, LLC no change 134
Tradewinds Capital Management, LLC bought13 13 Independence Bank of Kentucky no change 131
Aptus Capital Advisors, LLC bought12 12 Wealthcare Advisory Partners LLC no change 141
C-J Advisory, Inc 0%9 6,583 SMITHFIELD TRUST CO no change 206
Rikoon Group, LLC 1%8 1,247 DIVIDEND GROWTH ADVISORS, LLC no change 175
VALLEY NATIONAL ADVISERS INC 2%7 467 Cordasco Financial Network no change 195
Vista Private Wealth Partners. LLC 1%6 992 Private Ocean, LLC no change 200
LBMC INVESTMENT ADVISORS, LLC 0%6 3,120 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC no change 200
Peachtree Investment Partners, LLC 0%5 1,548 Stonebridge Capital Advisors LLC no change 200
Peterson Wealth Advisors, LLC 0%5 1,629 Jackson, Grant Investment Advisers, Inc. no change 171
Traynor Capital Management, Inc. 0%5 1,723 AMERICAN NATIONAL BANK no change 244
Endurance Wealth Management, Inc. 2%5 316 Financial Architects, Inc no change 200
LexAurum Advisors, LLC 0%5 1,578 Bedel Financial Consulting, Inc. no change 136
GRT CAPITAL PARTNERS LLC 0%5 1,226 Sound Income Strategies, LLC no change 217
Murphy, Middleton, Hinkle & Parker, Inc. 0%4 1,053 Manchester Capital Management LLC no change 150
SeaCrest Wealth Management, LLC 0%4 1,353 Tortoise Investment Management, LLC no change 169
Hartland & Co., LLC 0%4 4,729 John W. Brooker & Co., CPAs no change 87
CONDOR CAPITAL MANAGEMENT 0%4 1,082 CONTRAVISORY INVESTMENT MANAGEMENT, INC. no change 92
Silicon Hills Wealth Management, LLC bought3 3 MCMILLION CAPITAL MANAGEMENT INC no change 7
SRS Capital Advisors, Inc. 1%3 459 Hudock Moyer Wealth Resources, LLC no change 15
CREATIVE FINANCIAL DESIGNS INC /ADV 1%3 494 Permanens Capital L.P. no change 3
Integrated Investment Consultants, LLC 0%3 906 Versant Capital Management, Inc no change 38
MYCIO WEALTH PARTNERS, LLC 1%2 355 Rice Partnership, LLC no change 42
Laurel Wealth Advisors LLC 0%2 956 Certified Advisory Corp no change 9
MONETA GROUP INVESTMENT ADVISORS INC 0%2 18,840 Lehman & Derafelo Financial Resources LLC no change 34
Berman Capital Advisors, LLC 1%2 269 Lowe fs, LLC no change 19
Truepoint, Inc. 0%2 2,345 Gradient Investments LLC no change 17
FMR LLC 200%2 3 RPG Investment Advisory, LLC no change 20
Founders Capital Management 0%1 252 Weaver Consulting Group no change 22
Kendall Capital Management 0%1 1,002 Joseph P. Lucia & Associates, LLC no change 34
Parallel Advisors, LLC 0%1 1,555 Trust Co no change 44
Total Wealth Planning, LLC 0%1 1,044 Stearns Financial Services Group no change 59
Baystate Wealth Management LLC 1%1 152 COUNTRY TRUST BANK no change 96
Kistler-Tiffany Companies, LLC 0%1 1,518 DEUTSCHE BANK AG no change 89
Fulcrum Capital LLC 0%1 24,072 Capital Investment Counsel, Inc no change 98
LIBERTY WEALTH MANAGEMENT LLC 0%1 603 Hanson Investment Management no change 99
Capital Bank & Trust Co no change 100
TRUEWEALTH LLC no change 88
Archer Investment Corp no change 22
BerganKDV Wealth Management, LLC no change 67
Litman Gregory Asset Management LLC no change 64
Bell Rock Capital LLC no change 234
Ironwood Wealth Management, llc no change 72
SALEM INVESTMENT COUNSELORS INC no change 76
Sterling Investment Advisors, Ltd. no change 110
ALERUS FINANCIAL NA no change 1,696
Meristem, LLP no change 2,443
LeJeune Puetz Investment Counsel LLC no change 2,435
OLD NATIONAL BANCORP /IN/ no change 2,414
REGENTATLANTIC CAPITAL LLC no change 2,467
SVA Plumb Wealth Management, LLC no change 2,501
Marietta Wealth Management, LLC no change 2,805
MERIDIAN INVESTMENT COUNSEL INC. no change 2,661
Harbour Capital Advisors, LLC no change 2,545
Alexandria Capital, LLC no change 2,205
Allen Investment Management LLC no change 1,889
TOCQUEVILLE ASSET MANAGEMENT LP no change 1,700
Harel Insurance Investments & Financial Services Ltd. no change 1,600
Mosaic Family Wealth, LLC no change 1,544
GOFEN & GLOSSBERG LLC /IL/ no change 1,707
Palisade Asset Management, LLC no change 1,709
Savant Capital Management Inc no change 1,820
WealthStone, Inc. no change 1,814
COBBLESTONE CAPITAL ADVISORS LLC /NY/ no change 1,795
GABLES CAPITAL MANAGEMENT INC. no change 3,034
WHITTIER TRUST CO OF NEVADA INC no change 3,075
NTV ASSET MANAGEMENT LLC no change 9,446
ALLIANCEBERNSTEIN L.P. no change 7,991
Segment Wealth Management, LLC no change 7,925
Cresset Asset Management, LLC no change 11,503
Integrys Wealth Advisors LLC no change 13,853
DUFF & PHELPS INVESTMENT MANAGEMENT CO no change 43,120
CULLEN FROST BANKERS INC no change 105
Barrett Asset Management, LLC no change 15,992
Veritable, L.P. no change 7,763
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV no change 7,025
PITTENGER & ANDERSON INC no change 3,450
Montecito Bank & Trust no change 3,301
KINGS POINT CAPITAL MANAGEMENT no change 3,168
BOYS ARNOLD & CO INC no change 3,513
PRIVATE CAPITAL MANAGEMENT LLC no change 3,807
ALESCO ADVISORS LLC no change 6,905
VIRIDIAN RIA, LLC no change 6,845
COLDSTREAM CAPITAL MANAGEMENT INC no change 1,512
PEOPLES BANK NATIONAL ASSOCIATION no change 1,505
CNB Bank no change 615
Gemmer Asset Management LLC no change 588
Prime Capital Investment Advisors, LLC no change 500
WHITTIER TRUST CO no change 740
Ellevest, Inc. no change 771
KCM INVESTMENT ADVISORS LLC no change 914
TNB Financial no change 905
Legacy Bridge, LLC no change 860
Capital Investment Advisory Services, LLC no change 433
ACIMA PRIVATE WEALTH, LLC no change 352
FLAGSHIP HARBOR ADVISORS, LLC no change 290
CLS INVESTMENT FIRM, LLC no change 274
Farmers & Merchants Trust Co of Chambersburg PA no change 243
Cascade Investment Advisors, Inc. no change 295
Horrell Capital Management, Inc. no change 305
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) no change 348
TOMPKINS FINANCIAL CORP no change 332
Valeo Financial Advisors, LLC no change 326
HAVERFORD TRUST CO no change 928
BOENNING & SCATTERGOOD, INC. no change 935
Schneider Downs Wealth Management Advisors, LP no change 1,376
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC no change 1,364
INVERNESS COUNSEL INC /NY/ no change 1,336
Wambolt & Associates, LLC no change 1,394
MEITAV DASH INVESTMENTS LTD no change 1,400
Personal Wealth Partners no change 1,490
Karp Capital Management Corp no change 1,484
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN no change 1,480
PERRITT CAPITAL MANAGEMENT INC no change 1,320
Spectrum Management Group, Inc. no change 1,209
Parkside Financial Bank & Trust no change 1,009
BFSG, LLC no change 990
GARRISON POINT ADVISORS, LLC no change 965
Premier Asset Managment LLC no change 1,022
Clear Perspective Advisors, LLC no change 1,122
FAYEZ SAROFIM & CO no change 1,170
Financeware, Inc. no change 1,126
HM PAYSON & CO no change 237
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