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STOCK TICKER:
VANGUARD TTL ETF   (ticker: VTI)
Institutions' Indicator :          Hold          (Click Here For Details)
INSTITUTIONS' Score: 50
0 100 50
Current Holdings: 236,078,627
Previous Holdings: 231,361,485
Change: 2.04%
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)
PFM Asset Management LLC bought4,892,186 4,892,186 Creative Planning 99%7,415,332 68,456
NIPPON LIFE INSURANCE CO 100%2,442,525 4,874,725 UBS Group AG sold7,237,076 0
PARAMETRIC PORTFOLIO ASSOCIATES 3,355%1,611,321 1,659,354 Milliman Financial Risk Management LLC 48%5,461,352 5,905,039
Novo A/S 34%1,465,200 5,790,400 Betterment LLC 17%4,334,244 21,794,666
WealthNavi Inc. 21%798,087 4,544,325 Angeles Investment Advisors, LLC 100%1,340,484 1,400
Filament LLC bought619,940 619,940 LINCOLN NATIONAL CORP 99%1,294,902 7,093
Elm Partners Management LLC bought509,957 509,957 Wealthfront Advisers LLC 12%1,227,550 8,617,474
Homrich & Berg 10%437,652 4,807,056 WELLS FARGO & CO/MN 16%1,104,114 5,759,935
CSat Investment Advisory, L.P. bought408,994 408,994 AdvicePeriod, LLC 100%545,677 700
JANE STREET GROUP, LLC bought321,196 321,196 Pathstone Family Office, LLC 87%465,170 69,458
CAPTRUST FINANCIAL ADVISORS bought316,031 316,031 Gareth Morgan Investments Limited Partnership 99%415,589 3,488
Karpus Management, Inc. bought300,564 300,564 Global Endowment Management, LP 26%414,100 1,160,900
Wellspring Financial Advisors, LLC bought292,168 292,168 Streettalk Advisors, LLC 98%362,880 8,359
Investure LLC 19%286,194 1,784,583 CONSOLIDATED PLANNING CORP sold325,689 0
Amerivest Investment Management LLC 142%283,830 483,730 COMMONWEALTH EQUITY SERVICES, LLC. 12%271,588 1,937,515
VIEWPOINT INVESTMENT PARTNERS CORP 196%278,567 420,496 Financeware, Inc. 9%221,724 2,272,682
PARK AVENUE SECURITIES LLC bought276,854 276,854 Jaffetilchin Investment Partners, LLC 100%217,476 94
Compass Ion Advisors, LLC 11,769%265,866 268,125 TIEDEMANN WEALTH MANAGEMENT, LLC 35%215,290 408,078
Private Advisor Group, LLC 25%253,667 1,284,904 Baker Avenue Asset Management, LP 35%203,999 383,657
BKD Wealth Advisors, LLC 9%249,069 3,007,428 STATE BANK & TRUST 98%190,362 3,413
Balentine LLC bought239,372 239,372 Morningstar Investment Services, Inc. 8%185,350 2,236,882
Cresset Asset Management, LLC bought231,720 231,720 Regis Management CO LLC 19%172,319 733,188
TEACHER RETIREMENT SYSTEM OF TEXAS bought221,780 221,780 NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 99%168,600 998
Nuveen Asset Management, LLC bought220,000 220,000 VICTORY CAPITAL MANAGEMENT INC 55%164,744 137,425
Sequoia Financial Advisors, LLC 17%217,185 1,474,095 JONES FINANCIAL COMPANIES LLLP 74%154,416 53,559
Comprehensive Portfolio Management, LLC 37%211,279 776,989 Arden Trust Co 29%149,075 362,237
Cedar Wealth Management, LLC bought196,126 196,126 Omnia Family Wealth, LLC 49%141,552 148,762
JNB Advisors LLC bought195,719 195,719 Circle Wealth Management, LLC 28%135,293 350,610
Sanctuary Wealth Management, L.L.C. 228%187,158 269,283 Aberdeen Wealth Management LLC sold128,590 0
SMITH, MOORE & CO. bought185,321 185,321 Financial Engines Advisors L.L.C. 17%127,268 604,430
BANK OF HAWAII 12%178,883 1,677,995 Jacobi Capital Management LLC 99%125,893 1,240
WETHERBY ASSET MANAGEMENT INC 130%172,698 305,453 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 19%117,711 514,321
KCM INVESTMENT ADVISORS LLC 104%168,605 330,758 Veritable, L.P. 29%110,082 273,841
Cornerstone Wealth Management, LLC bought165,302 165,302 Financial Advocates Investment Management 56%108,985 86,811
First Ascent Asset Management, LLC bought160,030 160,030 Financial Network 39%105,326 167,600
Ballentine, Finn & Company, Inc. 4%142,186 4,052,947 Financial Advisory Service, Inc. 27%102,123 273,194
DUFF & PHELPS INVESTMENT MANAGEMENT CO bought131,555 131,555 Truepoint, Inc. 4%93,099 2,343,732
WOLVERINE TRADING, LLC bought112,375 112,375 WoodTrust Financial Corp 75%92,157 30,006
Altus Wealth Management, LLC bought111,790 111,790 Verity Asset Management, Inc. 88%88,814 12,209
ENVESTNET ASSET MANAGEMENT INC 1%107,248 7,329,449 FDx Advisors, Inc. 97%79,261 2,273
Susquehanna International Group, LLP 19%106,033 655,833 Country Club Trust Company, n.a. 90%78,190 8,810
Pacific Center for Financial Services bought104,570 104,570 Rock Creek Group, LP sold76,915 0
Buckingham Asset Management, LLC 34%103,774 412,882 Royal Fund Management, LLC sold73,601 0
Sontag Advisory, LLC 17%103,027 698,440 Estate Counselors, LLC 35%73,032 135,172
Sawtooth Asset Management, Inc. bought94,780 94,780 IEQ CAPITAL, LLC 66%72,547 37,280
PINNACLE ASSOCIATES LTD 194%94,243 142,946 Pantheon Investment Group, LLC 97%70,960 2,240
Belpointe Asset Management LLC bought93,170 93,170 Wealthsimple US, Ltd. sold68,372 0
Strategic Wealth Partners Group LLC 59%88,853 238,925 Bank of New York Mellon CORP 5%64,378 1,244,864
TD Capital Management LLC 518%88,301 105,358 CITIGROUP INC 3%61,184 2,186,501
Arvest Trust Co bought87,281 87,281 OPPENHEIMER ASSET MANAGEMENT INC 98%60,050 1,516
Sowell Financial Services LLC 395%84,434 105,828 Atlantic Trust Group, LLC 15%48,327 265,992
Tanglewood Wealth Management, Inc. 17%79,974 553,563 Smith & Howard Wealth Management, LLC 18%47,907 215,177
University of Massachusetts Foundation, Inc. 19%76,508 483,503 RiverFront Investment Group, LLC sold46,929 0
COZAD ASSET MANAGEMENT INC bought74,949 74,949 Optas, LLC 23%44,701 148,064
N.E.W. Advisory Services LLC bought74,734 74,734 USCA RIA LLC sold42,207 0
Avalon Advisory Group 14%73,590 590,977 LEVEL FOUR ADVISORY SERVICES, LLC sold40,850 0
Astoria Strategic Wealth, Inc. 53%72,041 208,174 STEPHENS INC /AR/ 4%40,491 923,151
Claar Advisors LLC bought70,000 70,000 Diversified Trust Co 23%39,951 131,382
RSM US WEALTH MANAGEMENT LLC bought65,665 65,665 ASHFORD CAPITAL MANAGEMENT INC sold39,508 0
HighTower Advisors, LLC 10%65,013 695,611 THRIVENT FINANCIAL FOR LUTHERANS sold36,692 0
AE Wealth Management LLC 80%63,829 143,389 RETIREMENT CAPITAL STRATEGIES 94%36,221 2,421
Segment Wealth Management, LLC 47%62,962 196,464 Autus Asset Management, LLC 96%34,282 1,545
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10%60,758 672,511 McMahon Financial Advisors, LLC sold33,795 0
Compass Financial Group, Inc. 455%59,224 72,245 MYCIO WEALTH PARTNERS, LLC sold32,608 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 100%57,000 113,784 Clearshares LLC sold32,387 0
REDW Stanley Financial Advisors LLC 118%52,103 96,445 First Allied Advisory Services, Inc. 6%32,037 537,913
CWM, LLC 108%51,870 99,936 PRW Wealth Management LLC 38%31,822 52,948
O'Brien Wealth Partners LLC 18%51,014 327,621 V Wealth Management,LLC sold31,558 0
Shelter Mutual Insurance Co bought50,800 50,800 WEDBUSH MORGAN SECURITIES INC 45%31,543 39,184
CAROLINAS WEALTH CONSULTING LLC bought50,520 50,520 Benchmark Financial Wealth Advisors, LLC 17%31,417 152,065
Hanson McClain, Inc. 1%49,253 5,012,748 Kathmere Capital Management, LLC 71%31,234 12,602
VERITY Wealth Advisors 53%44,745 129,365 Toroso Investments, LLC sold30,496 0
Rezny Wealth Management, Inc. 18%43,787 281,510 Steward Partners Investment Advisory, LLC 27%29,573 78,772
Westside Investment Management, Inc. bought43,699 43,699 Personal Capital Advisors Corp 2%28,503 1,233,185
Interactive Financial Advisors bought43,197 43,197 CAPROCK Group, Inc. 7%27,591 377,840
GFS Advisors, LLC bought41,966 41,966 National Asset Management, Inc. 78%27,543 7,882
H&H Retirement Design & Management INC bought41,264 41,264 Chevy Chase Trust Holdings, Inc. sold26,475 0
Camarda Financial Advisors, LLC bought40,506 40,506 Clear Harbor Asset Management, LLC 42%26,401 36,487
KEYBANK NATIONAL ASSOCIATION/OH 49%39,635 121,108 ANDERSON HOAGLAND & CO 43%25,830 34,582
FIRST BUSINESS FINANCIAL SERVICES, INC. 4%39,507 960,748 FormulaFolio Investments, LLC 53%25,382 22,914
LEVIN CAPITAL STRATEGIES, L.P. 231%39,383 56,448 Rain Capital Management, LLC 26%24,393 67,754
Blankinship & Foster, LLC 56%38,913 108,677 Ferguson Shapiro LLC sold22,765 0
FIDUCIARY TRUST CO 49%36,800 111,615 OVERBROOK MANAGEMENT CORP 59%22,023 15,338
OXFORD FINANCIAL GROUP LTD 12%35,729 344,353 Annex Advisory Services, LLC 5%21,785 402,364
MASSMUTUAL TRUST CO FSB/ADV bought34,877 34,877 PagnatoKarp Partners LLC 8%21,774 266,681
SRS Capital Advisors, Inc. bought33,682 33,682 Covenant Multifamily Offices, LLC sold21,634 0
Savant Capital Management Inc 25%33,528 165,138 Lindbrook Capital, LLC 5%20,836 378,905
Hardy Reed LLC 11%33,506 339,411 JRM Investment Counsel, LLC 25%19,838 58,956
Legacy Private Trust Co. 20%32,990 200,205 Parkwood LLC 3%19,806 687,544
Capital Wealth Planning, LLC bought32,973 32,973 BANK OF MONTREAL /CAN/ 8%19,700 233,584
Beacon Pointe Advisors, LLC 200%32,715 49,047 OLD SECOND NATIONAL BANK OF AURORA 99%19,192 106
Windham Capital Management, LLC 17%32,129 216,865 McCutchen Group LLC 7%19,109 249,940
CHAI TRUST CO LLC 14%31,569 262,551 Roble, Belko & Company, Inc 6%18,082 281,569
Financial Management Professionals, Inc. 6,982%31,068 31,513 ROOSEVELT INVESTMENT GROUP INC 89%16,787 2,008
Mariner Wealth Advisors, LLC 9%30,862 362,137 WASHINGTON CAPITAL MANAGEMENT INC 15%16,394 93,554
WMS Partners, LLC 5%30,727 636,613 Edge Capital Group, LLC 90%16,300 1,732
Patriot Investment Management Inc. 5%30,473 689,791 Alpha Cubed Investments, LLC 54%15,802 13,615
Carleon Capital Partners LLC bought30,140 30,140 CBIZ Investment Advisory Services, LLC 14%15,756 98,953
Portfolio Solutions 1%29,299 2,191,471 Sabal Trust CO 97%15,000 406
Ancora Advisors, LLC bought29,050 29,050 BEACON INVESTMENT MANAGEMENT INC 3%14,682 470,506
Mutual Advisors, LLC bought28,693 28,693 Resource Planning Group sold14,332 0
Petix & Botte Co 92%28,536 59,691 ALPS ADVISERS INC 3%13,475 388,255
STRATEGIC CAPITAL ADVISERS, INC. bought28,367 28,367 BBVA USA BANCSHARES INC 22%13,324 46,296
IBERIABANK CORP 111%28,140 53,581 Brookstone Capital Management 39%13,014 20,077
J.W. COLE ADVISORS, INC. 1,436%28,080 30,035 LPL Financial CORP 0%12,952 10,276,585
J P MORGAN CHASE & CO 2%26,962 1,533,928 Oakmont Partners LLC 71%12,650 5,129
WESBANCO BANK INC 507%26,300 31,486 BARCLAYS PLC sold11,900 0
MERCER GLOBAL ADVISORS INC /ADV 53%26,082 75,463 Beaumont Asset Management, L.L.C. 88%11,638 1,599
Warren Averett Asset Management, LLC 116%24,921 46,430 Monument Capital Management 60%11,573 7,648
Stratos Wealth Advisors, LLC 167%24,917 39,842 EP Wealth Advisors, Inc. 8%11,543 137,692
Plancorp, LLC 36%24,799 94,335 TRANSCEND WEALTH COLLECTIVE, LLC sold11,093 0
Robertson Stephens Wealth Management, LLC 754%24,598 27,861 RAYMOND JAMES TRUST CO 31%10,899 24,410
BRONFMAN E.L. ROTHSCHILD, L.P. 68%23,912 58,979 Ashfield Capital Partners, LLC 20%10,792 42,977
Strategic Wealth Designers 1,380%23,786 25,510 Strategic Point Investment Advisors, LLC 16%10,768 55,899
GM Advisory Group, Inc. 14%23,572 192,505 IBEX WEALTH ADVISORS sold10,652 0
IRONWOOD INVESTMENT MANAGEMENT LLC bought23,460 23,460 Principle Wealth Partners LLC 66%10,401 5,272
CAPITAL INSIGHT PARTNERS, LLC bought23,380 23,380 SAND HILL ADVISORS INC/CA 24%10,282 32,126
CornerStone Partners LLC 10%23,318 262,778 Gilbert & Cook, Inc. 12%9,919 71,827
SYM FINANCIAL CORPORATION 17%22,980 154,325 BEACON INVESTMENT ADVISORY SERVICES, INC. 2%9,820 470,515
Carlton Hofferkamp & Jenks Wealth Management, LLC bought22,245 22,245 Winfield Associates, Inc. 35%9,783 18,198
Moisand Fitzgerald Tamayo, LLC bought21,729 21,729 MATHER GROUP, INC. 56%9,745 7,771
Venturi Wealth Management, LLC bought21,682 21,682 PLANNING DIRECTIONS INC sold9,576 0
OPUS INVESTMENT MANAGEMENT INC 2%21,550 890,230 Litman Gregory Asset Management LLC 4%9,429 200,739
Fairhaven Wealth Management, LLC bought20,664 20,664 Cambria Investment Management, L.P. 54%9,075 7,814
Regal Investment Advisors, LLC bought20,519 20,519 Wealthstreet Investment Advisors, LLC 68%9,053 4,318
FLAGSHIP HARBOR ADVISORS, LLC 15%20,053 150,110 Lantz Financial LLC 11%8,932 70,015
TCG Advisors, LP bought20,045 20,045 Versant Capital Management, Inc 14%8,693 52,670
ARGI Investment Services, LLC 5%19,766 443,247 CLS INVESTMENT FIRM, LLC 4%8,615 233,055
Pinnacle Wealth Management Advisory Group, LLC 66%19,451 48,990 OLD MISSION CAPITAL LLC sold8,201 0
Redhawk Wealth Advisors, Inc. 34%19,156 74,738 Keeler THomas Management LLC 42%8,074 10,946
PITCAIRN CO bought18,988 18,988 Edgestream Partners, L.P. sold8,007 0
Valmark Advisers, Inc. 8%18,984 254,397 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 63%7,938 4,678
Quaker Wealth Management, LLC 29%18,751 82,823 Austin Private Wealth, LLC 59%7,761 5,450
Twin Tree Management, LP 2,036%18,324 19,224 FIRST HAWAIIAN BANK 23%7,729 25,375
M Holdings Securities, Inc. 41%17,717 61,230 ARLINGTON PARTNERS LLC 30%7,671 17,588
Private Capital Group, LLC 38%17,657 64,076 PrairieView Partners, LLC 2%7,634 406,548
Integrated Advisors Network LLC 192%17,110 26,026 RHS Financial, LLC sold7,583 0
HOWLAND CAPITAL MANAGEMENT INC bought17,100 17,100 Empirical Finance, LLC 23%7,572 25,902
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 158%16,949 27,681 SMITH CAPITAL MANAGEMENT INC /AR/ADV 7%7,572 108,626
Rosenberg Matthew Hamilton 19%16,822 103,635 Global Retirement Partners, LLC 10%7,522 68,868
CPCM, LLC 190%16,222 24,751 Lumbard Investment Counseling, LLC 8%7,395 84,798
Roundview Capital LLC 42%15,549 52,538 Waldron, LP 16%7,327 39,879
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC bought15,270 15,270 RIVERBRIDGE PARTNERS LLC 63%7,282 4,195
COLONY GROUP LLC 3%15,251 482,748 Allianz Asset Management AG 43%7,200 9,540
FineMark National Bank & Trust 221%15,250 22,166 RVW Wealth, LLC 26%7,059 20,030
Altavista Wealth Management, Inc. bought15,023 15,023 Zhang Financial LLC 2%6,954 330,699
MACRO Consulting Group 530%15,017 17,849 Cetera Investment Advisers 13%6,921 44,640
Joel Isaacson & Co., LLC 7%14,936 244,495 H D Vest Advisory Services 5%6,872 118,465
MML INVESTORS SERVICES, LLC 6%14,920 273,245 Morningstar Investment Management LLC 14%6,739 40,006
Goss Wealth Management LLC 16%14,837 106,442 Weaver Consulting Group 23%6,569 22,489
Milestone Group, Inc. 415%14,675 18,208 COMMERCE BANK N A/MO 5%6,545 123,937
Parallel Advisors, LLC 14%14,545 120,714 Johnson Financial Group, Inc. 3%6,378 233,920
Hanson Investment Management bought14,414 14,414 Strategic Investment Advisors, Inc 42%6,285 8,608
Prospera Financial Services bought14,311 14,311 BLAIR WILLIAM & CO/IL 6%6,117 99,266
PINNACLE FINANCIAL PARTNERS INC 16%14,256 101,395 Wellesley Investment Partners, LLC 12%6,067 44,985
Modera Wealth Management, LLC 139%14,018 24,115 Lido Advisors, LLC 11%5,999 46,501
Valtinson Bruner Financial Planning LLC 444%13,918 17,055 Modus Advisors, LLC 10%5,958 54,178
PHILLIPS FINANCIAL MANAGEMENT, LLC bought12,987 12,987 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC sold5,848 0
HNP Capital LLC bought12,393 12,393 SIMPLEX TRADING, LLC sold5,819 0
Apollon Wealth Management, LLC 395%12,381 15,517 Kuntz Lesher Capital LLC sold5,782 0
CFG Asset Management LLC 11%12,338 124,999 Peak Financial Management, Inc. 4%5,593 131,136
PENN CAPITAL MANAGEMENT CO INC 972%12,275 13,538 MorganRosel Wealth Management, LLC 5%5,418 94,084
WealthBridge Capital Management, LLC 448%11,971 14,643 PROFFITT & GOODSON INC 3%5,261 198,616
Southern Wealth Management, LLP bought11,958 11,958 Banco Santander, S.A. 45%5,220 6,370
Seven Post Investment Office LP bought11,849 11,849 FIERA SCEPTRE INC. 35%5,213 9,697
PNC FINANCIAL SERVICES GROUP INC 76%11,799 27,238 Investors Financial Group, LLC 7%5,171 65,070
Raab & Moskowitz Asset Management LLC 19%11,445 73,089 Arete Wealth Advisors, LLC 6%5,078 83,145
Efficient Advisors, LLC bought11,342 11,342 M&T BANK CORP 6%5,072 73,384
AMERITAS INVESTMENT CORP 35%11,253 43,191 Bank of Marin 28%5,057 12,800
Gibson Capital Management, Ltd. 1%11,183 974,127 Trilogy Capital Inc. 2%5,037 222,748
Davis Capital Management bought11,053 11,053 Trexquant Investment LP 24%4,879 15,730
Hilltop Holdings Inc. bought10,958 10,958 SHINE INVESTMENT ADVISORY SERVICES INC 49%4,858 5,032
Clarus Wealth Advisors bought10,835 10,835 GILL CAPITAL PARTNERS, LLC 47%4,841 5,450
BFSG, LLC 21%10,550 60,994 Cliffwater LLC 1%4,841 431,007
Klingman & Associates, LLC 31%10,227 43,320 US BANCORP DE 0%4,820 2,500,384
Foothills Asset Management, Ltd. 57%10,107 27,762 HAVERFORD TRUST CO 2%4,814 203,409
Winthrop Advisory Group LLC 7%9,981 162,056 Legacy Wealth Planning, LLC 85%4,791 847
Clarius Group, LLC 207%9,903 14,686 RAYMOND JAMES & ASSOCIATES 1%4,642 575,116
LAKE STREET ADVISORS GROUP, LLC 3%9,894 322,877 Steel Peak Wealth Management LLC sold4,614 0
Symmetry Partner, LLC 5%9,852 204,710 REGIONS FINANCIAL CORP 1%4,605 321,556
Ellevest, Inc. 13%9,146 79,905 RMB Capital Management, LLC 53%4,552 4,036
TSFG, LLC 15%9,141 70,777 Windsor Group LTD sold4,549 0
Peterson Wealth Advisors, LLC 42%8,850 30,003 Columbus Macro, LLC 28%4,504 11,814
BEACON FINANCIAL GROUP 112%8,800 16,650 AEGON USA Investment Management, LLC 0%4,500 999,550
MONETA GROUP INVESTMENT ADVISORS INC 173%8,527 13,459 All Terrain Financial Advisors, LLC 49%4,450 4,546
Capital Asset Advisory Services LLC 170,360%8,518 8,523 USA Financial Portformulas Corp sold4,356 0
Change Path, LLC 584%8,497 9,953 HORIZON ASSET MANAGEMENT INC/NY 14%4,215 26,118
Cornell Pochily Investment Advisors, Inc. bought8,334 8,334 Garde Capital, Inc. 5%4,037 70,946
Doyle Wealth Management bought8,195 8,195 Baldrige Asset Management LLC 9%4,023 42,783
Pennsylvania Trust Co bought7,878 7,878 LIBERTY WEALTH MANAGEMENT LLC 11%4,001 32,091
CAHABA WEALTH MANAGEMENT, INC. bought7,697 7,697 Iron Financial, LLC 7%3,976 54,469
Prime Capital Investment Advisors, LLC bought7,697 7,697 Optimal Asset Management, Inc. sold3,973 0
Raymond James Financial Services Advisors, Inc. 1%7,658 1,175,134 Evensky & Katz, Inc. 2%3,959 167,341
OPPENHEIMER & CO INC 20%7,584 44,943 FCG ADVISORS, LLC 25%3,947 11,998
GREAT VALLEY ADVISOR GROUP, INC. bought7,467 7,467 MISSION WEALTH MANAGEMENT, LLC 1%3,857 440,190
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 24%7,422 38,779 Aprio Wealth Management, LLC sold3,805 0
Multi-Financial Securities Corp 13%7,251 64,506 Yale Capital CORP 42%3,795 5,179
ALLIANCEBERNSTEIN L.P. 9%7,128 86,234 Dynamic Advisors Solutions LLC 17%3,702 17,520
HoyleCohen, LLC 82%7,092 15,749 Mechanics Bank Trust Department 86%3,630 600
HUNTINGTON NATIONAL BANK 52%7,083 20,755 Vivaldi Capital Management, LLC 8%3,591 42,327
Abacus Planning Group, Inc. bought7,063 7,063 BENJAMIN F. EDWARDS & COMPANY, INC. 3%3,571 100,277
Evanson Asset Management, LLC 4%6,995 186,495 McAdam, LLC 9%3,533 36,403
Nadler Financial Group, Inc. 8%6,972 96,207 Brightworth 8%3,528 41,568
BAILARD, INC. 2%6,884 364,012 DUBUQUE BANK & TRUST CO 4%3,465 75,954
NORTHERN OAK CAPITAL MANAGEMENT INC bought6,742 6,742 Great Diamond Partners, LLC 2%3,455 139,973
CARY STREET PARTNER INVESTMENT ADVISORY LLC bought6,727 6,727 Krasney Financial LLC 7%3,450 42,941
North Star Investment Management Corp. 5%6,551 126,159 ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC sold3,435 0
PROFESSIONAL PLANNING bought6,315 6,315 HIGHLAND CAPITAL MANAGEMENT CORP 6%3,429 57,613
Regent Peak Wealth Advisors LLC 4%6,308 147,923 Jordan Park Group LLC sold3,426 0
HOWE & RUSLING INC 10%6,193 65,252 LVW Advisors, LLC 41%3,395 4,877
One Wealth Advisors, LLC bought6,182 6,182 Bridge Creek Capital Management LLC sold3,297 0
Sullivan, Bruyette, Speros & Blaney, Inc. 4%6,168 157,555 SYNOVUS FINANCIAL CORP 24%3,288 10,376
Quantitative Advantage LLC 6%6,121 102,959 PRIVATE CAPITAL MANAGEMENT LLC 100%3,251 3
Kistler-Tiffany Companies, LLC 10%6,118 67,212 Linscomb & Williams, Inc. 1%3,175 300,883
JBJ Investment Partners, LLC 9%6,087 72,183 FINANCIAL CONSULATE, INC sold3,167 0
Disciplined Investments, LLC bought6,054 6,054 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3%3,105 104,447
WJ Wealth Management, LLC bought6,028 6,028 GOFEN & GLOSSBERG LLC /IL/ 22%3,100 11,065
CNB Bank bought6,024 6,024 Independent Advisor Alliance sold3,086 0
Kuehl Shepherd Kozlowski & Associates,Inc. 1%5,905 600,305 STEPHENSON NATIONAL BANK & TRUST 6%3,010 49,610
Baker Ellis Asset Management LLC 2%5,785 248,479 Sandy Spring Bank 18%2,997 13,305
OBERMEYER ASSET MANAGEMENT CO 7%5,618 82,849 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 5%2,969 51,072
WASHBURN CAPITAL MANAGEMENT, INC. 10%5,548 61,474 Valeo Financial Advisors, LLC 3%2,965 104,100
Northstar Group, Inc. 7%5,516 82,820 Integrated Wealth Concepts LLC 4%2,934 70,750
EVOKE WEALTH, LLC 3%5,455 183,959 Cutler Group LP 35%2,900 5,400
MANAGED ACCOUNT SERVICES INC 32%5,414 22,365 MAI Wealth Advisors 2%2,873 164,485
Aveo Capital Partners, LLC 62%5,327 13,940 SOL Capital Management CO 14%2,863 16,950
BRIGHTON JONES LLC 2%5,284 305,311 Quadrant Private Wealth Management, LLC 44%2,862 3,663
IFG Advisory, LLC 6%5,265 90,131 KINGS POINT CAPITAL MANAGEMENT 4%2,838 75,387
EPG Wealth Management LLC 1,537%5,227 5,567 Bartlett & Co. LLC 2%2,774 126,453
Summit Financial Strategies, Inc. 316%5,224 6,877 KFA Private Wealth Group, LLC sold2,641 0
McIlrath & Eck, LLC bought5,217 5,217 Great Point Wealth Advisors, LLC 2%2,588 141,861
Praetorian Wealth Management, Inc. bought5,131 5,131 EPIQ Capital Group, LLC 2%2,565 137,122
Apella Capital, LLC 3%4,916 157,869 Richard P Slaughter Associates Inc sold2,557 0
Brick & Kyle, Associates bought4,893 4,893 WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV sold2,547 0
AVALON ADVISORS L P bought4,785 4,785 SIGNATUREFD, LLC 10%2,524 22,731
SMITHFIELD TRUST CO 61%4,783 12,584 FIRST WILSHIRE SECURITIES MANAGEMENT INC 28%2,450 6,300
ASPIRIANT, LLC 11%4,734 46,019 Carlson Capital Management 0%2,443 688,981
Allen Investment Management LLC 3%4,712 156,469 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2%2,434 109,631
Charles Schwab Trust Co 21%4,711 27,110 AllSquare Wealth Management LLC 2%2,394 120,941
Summit Trail Advisors, LLC bought4,683 4,683 Wealthcare Advisory Partners LLC 1%2,384 174,957
SkyOak Wealt, LLC bought4,683 4,683 Verdence Capital Advisors LLC sold2,383 0
Boston Standard Wealth Management, LLC 4%4,517 116,413 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 0%2,364 475,375
PFG Financial Advisors 15%4,513 34,133 Madden Advisory Services, Inc. 11%2,352 20,000
PDS Planning, Inc 23%4,269 22,596 BRINKER CAPITAL INC 0%2,350 1,556,264
Fisher Asset Management, LLC(Kenneth L. Fisher) bought4,229 4,229 SlateStone Wealth, LLC 17%2,305 11,399
HOLLENCREST SECURITIES LLC bought4,194 4,194 Venture Visionary Partners LLC 3%2,297 67,790
PFG Advisors 16%3,997 29,437 Carnegie Capital Asset Management, LLC 5%2,241 43,624
Ironwood Investment Counsel, LLC 195%3,820 5,776 ZEKE CAPITAL ADVISORS, LLC 30%2,223 5,100
Summit Financial, LLC 0%3,806 1,882,420 Shepherd Financial Partners LLC 46%2,175 2,559
Vigilant Capital Management, LLC 60%3,787 10,049 Camden Capital, LLC 15%2,156 12,068
Resources Investment Advisors, Inc. 72%3,777 9,001 JMG Financial Group, Ltd. 1%2,131 205,298
Cascadia Advisory Services, LLC bought3,698 3,698 InterOcean Capital, LLC 3%2,128 68,311
Outlook Wealth Advisors, LLC 224%3,670 5,305 Laurel Wealth Advisors, Inc. 6%2,124 35,304
MERITAGE PORTFOLIO MANAGEMENT 71%3,650 8,796 Matrix Trust Co 63%2,107 1,228
SimpliFi, Inc. bought3,647 3,647 UNITED BANK /VA/ 8%2,083 24,622
Hubbell Strickland Wealth Management, LLC bought3,646 3,646 Telos Capital Management, Inc. 2%2,074 96,345
REGENTATLANTIC CAPITAL LLC 55%3,638 10,258 Coastal Capital Group, Inc. 11%2,060 17,096
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 18%3,617 23,521 TRUSTCORE FINANCIAL SERVICES, LLC 16%2,054 10,577
HPM Partners LLC 38%3,617 13,060 Harwood Advisory Group, LLC sold2,037 0
ACIMA PRIVATE WEALTH, LLC 19%3,615 22,398 Coastline Trust CO 4%2,035 46,065
Tarbox Group, Inc. 24%3,593 18,357 D'Orazio & Associates, Inc. 19%2,023 8,510
Teamwork Financial Advisors, LLC bought3,590 3,590 Sitrin Capital Management LLC sold2,017 0
Legacy Financial Strategies, LLC 6%3,587 60,303 Williams Jones Wealth Management, LLC. sold2,007 0
Perigon Wealth Management, LLC 14%3,468 27,957 HORIZON BANCORP /IN/ 13%2,000 13,920
Retirement Planning Group bought3,427 3,427 Cypress Capital Group 13%1,979 13,747
St. Louis Trust Co 59%3,416 9,255 Fundamentun, LLC 19%1,977 8,345
First PREMIER Bank 6%3,395 64,949 L & S Advisors Inc 8%1,967 23,367
ENTERPRISE FINANCIAL SERVICES CORP bought3,370 3,370 Evolution Wealth Advisors, LLC 43%1,930 2,540
MCF Advisors LLC 28%3,211 14,854 Cabot-Wellington, LLC 0%1,914 519,057
Spears Abacus Advisors LLC 26%3,189 15,571 Sigma Planning Corp 6%1,907 30,173
ATLANTA FINANCIAL ASSOCIATES LLC /ADV bought3,163 3,163 FORTE CAPITAL LLC /ADV 8%1,896 22,431
Traynor Capital Management, Inc. bought3,081 3,081 Black Diamond Financial, LLC 25%1,882 5,584
Essex Private Wealth Management, LLC 3%3,075 105,248 Capital Investment Advisory Services, LLC 4%1,867 40,474
Merit Financial Group, LLC 9%3,035 38,106 JFS WEALTH ADVISORS, LLC 11%1,810 14,481
BLB&B Advisors, LLC 36%3,012 11,276 Smart Money Group LLC sold1,793 0
Clear Creek Financial Management, LLC bought2,997 2,997 AdvisorNet Financial, Inc 5%1,770 35,421
Janney Montgomery Scott LLC 5%2,976 68,799 Glenview Trust Co 11%1,743 14,207
CVA Family Office, LLC 17%2,958 20,607 Plante Moran Financial Advisors Ltd Partnership 35%1,700 3,175
Wade Financial Advisory, Inc 3%2,929 94,676 NewDay Solutions, LLC sold1,696 0
GREENWOOD CAPITAL ASSOCIATES LLC bought2,785 2,785 Executive Wealth Management, LLC sold1,691 0
Kovack Advisors, Inc. 11%2,744 27,105 TFG Advisers LLC sold1,689 0
TRH Financial, LLC bought2,722 2,722 Essex Savings Bank 49%1,671 1,735
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. bought2,590 2,590 Good Life Advisors, LLC 26%1,669 4,836
Leonard Rickey Investment Advisors P.L.L.C. 8%2,567 36,450 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 12%1,662 12,503
Jackson Wealth Management, LLC bought2,564 2,564 Checchi Capital Advisers, LLC sold1,659 0
Johnson Financial Group, LLC 3%2,561 103,800 Buckingham Capital Management, Inc. 4%1,654 37,231
Pachira Investments Inc. 50%2,555 7,700 FIRST CITIZENS BANK & TRUST CO 21%1,650 6,300
DWM Financial Group, Inc. bought2,509 2,509 Magnus Financial Group LLC 41%1,640 2,372
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 153%2,500 4,133 MADISON WEALTH MANAGEMENT 9%1,635 17,496
SIGMA INVESTMENT COUNSELORS INC 4%2,496 67,052 Barber Financial Group, Inc. 9%1,631 15,648
Sunflower Bank, N.A. bought2,495 2,495 Crescent Grove Advisors, LLC 7%1,624 21,214
Bridgeworth, LLC 5%2,490 56,475 Marotta Asset Management 8%1,601 19,358
BP WEALTH MANAGEMENT, LLC 3%2,482 90,148 Mirae Asset Global Investments Co., Ltd. 16%1,597 8,275
55I, LLC bought2,479 2,479 LITTLE HOUSE CAPITAL LLC sold1,592 0
WealthStone, Inc. 68%2,456 6,046 FRANKLIN RESOURCES INC 37%1,590 2,700
Beacon Financial Advisory LLC bought2,447 2,447 Capital Planning Advisors, LLC sold1,580 0
Patriot Financial Group Insurance Agency, LLC 14%2,436 20,358 Miracle Mile Advisors, LLC sold1,580 0
STRATEGY ASSET MANAGERS LLC bought2,429 2,429 TCI Wealth Advisors, Inc. 2%1,568 62,152
Exchange Capital Management, Inc. 30%2,418 10,509 LPWM LLC 17%1,556 7,385
SENTINEL PENSION ADVISORS INC 21%2,415 13,894 UMB BANK N A/MO 13%1,547 10,395
Waterloo Capital, L.P. bought2,402 2,402 KWMG, LLC 6%1,542 22,548
EARNEST PARTNERS LLC 238%2,365 3,358 BINGHAM OSBORN & SCARBOROUGH LLC 3%1,537 44,418
PARSONS CAPITAL MANAGEMENT INC/RI bought2,355 2,355 Sunesis Advisors, LLC 1%1,512 283,663
HBW Advisory Services LLC bought2,346 2,346 BADGLEY PHELPS & BELL INC 3%1,510 47,601
Paracle Advisors, LLC 37%2,330 8,708 Renaissance Technologies(Jim Simons) 15%1,500 8,800
UNIONBANCAL CORP 25%2,311 11,396 Cardinal Strategic Wealth Guidance 39%1,495 2,308
Shayne & Co., LLC bought2,267 2,267 BALASA DINVERNO & FOLTZ LLC 10%1,482 13,399
Liberty Capital Management, Inc. 3%2,189 75,440 King Wealth Management Group, LLC 17%1,470 7,126
Affiance Financial, LLC 3%2,178 79,580 SCOTIA CAPITAL INC. 28%1,469 3,837
AMARILLO NATIONAL BANK bought2,168 2,168 KAYS FINANCIAL ADVISORY CORP /ADV sold1,460 0
Nicholas Hoffman & Company, LLC. 12%2,095 20,179 SHEETS SMITH & ASSOCIATES INC 23%1,457 4,785
ETRADE Capital Management LLC 61%2,094 5,504 Willow Creek Wealth Management Inc. sold1,455 0
INNEALTA CAPITAL, LLC 128%2,084 3,713 Argent Trust Co 22%1,446 5,007
Great Lakes Retirement, Inc. 23%2,011 10,636 SEI INVESTMENTS CO sold1,441 0
Buffington Mohr McNeal bought1,952 1,952 JNBA Financial Advisors 10%1,439 13,073
Kendall Capital Management bought1,947 1,947 BESSEMER GROUP INC 1%1,437 187,460
HM PAYSON & CO bought1,944 1,944 Wall Street Access Asset Management, LLC sold1,426 0
Eudaimonia Partners, LLC bought1,943 1,943 Mosaic Family Wealth, LLC 23%1,421 4,887
Heartwood Wealth Advisors LLC bought1,930 1,930 Western Wealth Management, LLC 3%1,418 47,169
Asset Planning Services, Ltd. 20%1,903 11,245 Lloyd Advisory Services, LLC. 97%1,409 43
CADINHA & CO LLC 20%1,900 11,363 DEUTSCHE BANK AG 4%1,404 31,974
Diversified Portfolios, Inc. 1%1,881 360,496 TCF National Bank 10%1,400 12,899
CAPITAL ONE FINANCIAL CORP bought1,866 1,866 Pure Financial Advisors, Inc. 1%1,390 131,542
SFMG, LLC 83%1,790 3,958 Lutz Financial Services LLC 18%1,375 6,472
Delta Investment Management, LLC bought1,759 1,759 Emerald Investment Partners, LLC 19%1,357 5,692
INTEGRATED CAPITAL MANAGEMENT, INC. 35%1,753 6,776 Elwood & Goetz Wealth Advisory Group, LLC 2%1,347 83,316
FFT WEALTH MANAGEMENT LLC bought1,752 1,752 Blueprint Investment Partners LLC sold1,323 0
LGL PARTNERS, LLC 17%1,752 11,780 COMMUNITY TRUST & INVESTMENT CO sold1,305 0
Lucia Wealth Services, LLC 8%1,725 24,146 VAN STRUM & TOWNE INC 9%1,300 13,599
Adaptive Financial Consulting, LLC bought1,695 1,695 Parisi Gray Wealth Management 2%1,299 82,516
Northwest Bancshares, Inc. bought1,684 1,684 Summit Financial Wealth Advisors, LLC 3%1,299 40,472
Vestmark Advisory Solutions, Inc. bought1,673 1,673 Blue Chip Wealth Management, Inc. sold1,299 0
Paragon Advisors, LLC bought1,658 1,658 ROPES WEALTH ADVISORS LLC 3%1,292 42,756
MITCHELL SINKLER & STARR/PA 11%1,655 17,324 Madison Asset Management, LLC sold1,288 0
LEE DANNER & BASS INC bought1,652 1,652 TAP Consulting, LLC sold1,271 0
BAR HARBOR TRUST SERVICES bought1,643 1,643 Efficient Wealth Management LLC 2%1,270 76,672
Freestone Capital Holdings, LLC 4%1,639 48,320 Detalus Advisors, LLC sold1,267 0
NWAM LLC 10%1,620 17,363 JOHNSON INVESTMENT COUNSEL INC 3%1,241 36,129
Heritage Wealth Advisors bought1,614 1,614 Alpha Omega Wealth Management LLC 7%1,222 16,723
NORTH STAR ASSET MANAGEMENT INC 1%1,593 152,583 FIRST NATIONAL BANK OF OMAHA 7%1,222 15,230
TOWNSQUARE CAPITAL LLC bought1,585 1,585 Huber Financial Advisors, LLC 9%1,211 12,230
Single Point Partners, LLC 15%1,575 12,180 Bremer Bank National Association 41%1,200 1,743
Wechter Feldman Wealth Management, Inc. 44%1,575 5,120 ROWLAND CARMICHAEL ADVISORS INC /ADV 5%1,198 24,766
SignalPoint Asset Management, LLC 8%1,570 21,780 BAINCO INTERNATIONAL INVESTORS sold1,161 0
Cornerstone Advisory, LLP bought1,559 1,559 RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 39%1,161 1,782
EVERETT HARRIS & CO /CA/ 33%1,544 6,247 Nachman Norwood & Parrott, Inc 28%1,155 3,044
Howard Capital Management Inc. bought1,544 1,544 Harfst & Associates, Inc. 4%1,148 25,012
Aull & Monroe Investment Management Corp bought1,535 1,535 BerganKDV Wealth Management, LLC 20%1,138 4,505
WP Advisors, LLC bought1,528 1,528 CAPE COD FIVE CENTS SAVINGS BANK 30%1,135 2,659
KANAWHA CAPITAL MANAGEMENT LLC bought1,527 1,527 Parsec Financial Management, Inc. 4%1,130 30,233
GW HENSSLER & ASSOCIATES LTD bought1,516 1,516 Westover Capital Advisors, LLC 41%1,124 1,651
IHT Wealth Management, LLC 5%1,512 34,455 Van Hulzen Asset Management, LLC 20%1,110 4,376
TWIN FOCUS CAPITAL PARTNERS, LLC 1%1,493 183,224 DELTA ASSET MANAGEMENT LLC/TN 69%1,100 484
Emerson Wealth Management, LLC bought1,485 1,485 Douglass Winthrop Advisors, LLC 40%1,098 1,650
BLUESTEIN R H & CO 22%1,475 8,269 HOHIMER WEALTH MANAGEMENT, LLC 14%1,077 6,892
WEDGEWOOD INVESTORS INC /PA/ bought1,474 1,474 NAPLES GLOBAL ADVISORS, LLC 5%1,075 22,236
Hartland & Co., LLC 18%1,472 9,815 GANNETT WELSH & KOTLER sold1,065 0
Paragon Capital Management Ltd bought1,467 1,467 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 21%1,053 4,051
Calamos Wealth Management LLC bought1,464 1,464 Riverstone Advisors, LLC 23%1,052 3,487
Spectrum Management Group, Inc. 88%1,463 3,123 Strategic Financial Planning, Inc. 7%1,052 14,797
Summit Asset Management, LLC bought1,436 1,436 DERBY & COMPANY, INC 3%1,043 33,520
Grandview Asset Management LLC bought1,431 1,431 Founders Capital Management 39%1,025 1,620
ORRSTOWN FINANCIAL SERVICES INC bought1,428 1,428 FOSTER DYKEMA CABOT & CO INC/MA 1%1,012 86,261
Graves-Light Private Wealth Management, Inc. 5%1,420 31,389 Allen Capital Group, LLC 25%1,006 3,009
Eagle Ridge Investment Management bought1,415 1,415 NWK Group, Inc. sold1,000 0
ETF Portfolio Partners, Inc. 1%1,414 199,882 Wealth Architects, LLC 14%988 5,866
Apexium Financial, LP bought1,412 1,412 CFM WEALTH PARTNERS LLC 96%979 40
MARCO INVESTMENT MANAGEMENT LLC bought1,407 1,407 Livingston Group Asset Management CO (operating as Southport Capital Management) 4%975 24,877
Steigerwald, Gordon & Koch Inc. bought1,394 1,394 ALPHASIMPLEX GROUP, LLC 7%974 13,298
LEAVELL INVESTMENT MANAGEMENT, INC. 2%1,393 69,914 First Heartland Consultants, Inc. 6%973 14,657
Marietta Wealth Management, LLC bought1,363 1,363 WHITTIER TRUST CO OF NEVADA INC 23%960 3,173
Perennial Investment Advisors, LLC 13%1,355 11,805 CONCENTRIC WEALTH MANAGEMENT, LLC 5%953 16,376
Bull Street Advisors, LLC bought1,350 1,350 Argent Wealth Management LLC 22%921 3,217
Alpine Investment Management, LLC bought1,344 1,344 Alexandria Capital, LLC 7%920 12,394
COMERICA SECURITIES,INC. bought1,341 1,341 HARBOR INVESTMENT ADVISORY, LLC 7%896 12,289
StrongBox Wealth, LLC bought1,339 1,339 PBWM Holdings, LLC 8%880 10,497
OneAscent Financial Services LLC bought1,338 1,338 Rikoon Group, LLC 7%844 11,376
Virtue Capital Management, LLC bought1,327 1,327 CULLEN FROST BANKERS INC sold843 0
Icon Wealth Partners, LLC bought1,326 1,326 VALLEY NATIONAL ADVISERS INC 21%840 3,099
SPC Financial, Inc. bought1,324 1,324 GIRARD PARTNERS LTD. 11%830 7,057
Castle Rock Wealth Management, LLC bought1,314 1,314 CRA Financial Services, LLC 17%829 4,053
HYA Advisors, Inc bought1,308 1,308 VILLERE ST DENIS J & CO LLC 33%815 1,625
AUGUSTINE ASSET MANAGEMENT INC bought1,306 1,306 Berkshire Money Management, Inc. sold796 0
Close Asset Management Ltd bought1,302 1,302 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3%786 25,551
DAVIS R M INC 4%1,300 33,849 Main Street Research LLC 13%780 5,119
PERSONAL CFO SOLUTIONS, LLC bought1,295 1,295 NEXT Financial Group, Inc 2%772 44,159
Glassman Wealth Services 35%1,294 4,974 Essex Financial Services, Inc. 7%769 10,317
Vista Wealth Management Group, LLC bought1,294 1,294 Financial Strategy Network, LLC 24%764 2,403
CITIZENS FINANCIAL GROUP INC/RI 71%1,274 3,065 MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 13%759 4,931
Hanlon Investment Management, Inc. 16%1,260 8,953 D.B. Root & Company, LLC 1%751 56,508
VISTA INVESTMENT MANAGEMENT 36%1,253 4,746 PEAPACK GLADSTONE FINANCIAL CORP sold750 0
Northeast Financial Consultants Inc 1%1,187 149,179 Gryphon Financial Partners LLC 0%749 184,583
WAYNE HUMMER INVESTMENTS L.L.C. 10%1,180 12,485 Massey, Quick & Co., LLC 9%739 7,142
PUTNAM FL INVESTMENT MANAGEMENT CO 2%1,169 51,726 Drexel Morgan & Co. 3%730 28,184
People's United Financial, Inc. 9%1,169 13,536 Pegasus Asset Management, Inc. 4%725 17,641
ProVise Management Group, LLC 7%1,157 17,430 Tortoise Investment Management, LLC 2%724 33,711
American Institute for Advanced Investment Management, LLP 8%1,155 15,357 Berman Capital Advisors, LLC 2%723 42,480
Dorsey & Whitney Trust CO LLC 3%1,140 37,955 BECK MACK & OLIVER LLC 14%721 4,560
JUNCTURE WEALTH STRATEGIES, LLC 18%1,131 7,562 New England Private Wealth Advisors LLC 1%714 84,494
Baird Financial Group, Inc. bought1,106 1,106 Sonora Investment Management, LLC 29%713 1,705
Greenline Partners, LLC 33%1,106 4,450 ASSOCIATED BANC-CORP 2%709 43,184
HHM Wealth Advisors, LLC bought1,100 1,100 Adviser Investments LLC 9%707 6,891
Strategic Wealth Advisors Group,Inc. 1%1,089 95,873 Financial Gravity Wealth, Inc. sold705 0
Soltis Investment Advisors LLC 16%1,073 7,971 Legacy Wealth Management, Inc 3%700 26,483
Hillstrust bought1,050 1,050 LifePlan Financial Group, Inc 14%698 4,274
Coastal Investment Advisors, Inc. 10%1,023 11,487 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 52%696 654
Golden State Wealth Management, LLC bought1,015 1,015 BOYS ARNOLD & CO INC 13%680 4,690
Beaumont Financial Partners, LLC 21%1,009 5,901 BURNEY CO/ 17%665 3,168
Capital Square, LLC bought1,000 1,000 PRINCIPAL FINANCIAL GROUP INC 18%662 2,923
Neuberger Berman Group LLC 14%967 8,089 BT Wealth Management LLC 5%657 11,568
FARR MILLER & WASHINGTON LLC/DC 55%965 2,707 HBC Financial Services, PLLC 7%654 8,891
Cambridge Advisors Inc. 1%963 69,753 Meristem, LLP 4%650 16,647
Larson Financial Group LLC 26%963 4,732 CHATHAM CAPITAL GROUP, INC. 12%650 4,852
EFG Asset Management (Americas) Corp. 3%960 32,665 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5%638 12,874
CENTRAL BANK & TRUST CO bought944 944 GenTrust, LLC 4%636 15,767
Wealth CMT 6%942 17,441 WEALTHSOURCE PARTNERS, LLC 9%631 6,638
FIRST MANHATTAN CO 8%935 12,477 Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10%630 5,777
Cranbrook Wealth Management, LLC bought925 925 Sensible Financial Planning & Management, LLC. 1%629 69,537
Sheaff Brock Investment Advisors, LLC 8%923 11,845 BERRY GROUP, LLC 2%627 33,249
Ford Financial Group, Inc. 1%913 157,765 WAGNER CAPITAL MANAGEMENT CORP 0%621 162,926
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 12%868 7,958 FC Advisory LLC 1%615 51,361
ROBERTS GLORE & CO INC /IL/ 2%853 37,903 Ausdal Financial Partners, Inc. 6%610 9,024
WHITTIER TRUST CO 9%843 10,127 Asset Dedication, LLC 3%593 21,660
Norway Savings Bank 3%824 29,772 PROEQUITIES, INC. 1%592 64,854
Rinet Co LLC 6%823 13,557 STATE STREET CORP 1%584 75,057
McKinley Carter Wealth Services, Inc. 43%815 2,704 Global Wealth Management Investment Advisory, Inc. 46%582 686
HUNTINGTON ASSET ADVISORS, INC. 27%809 3,784 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC sold580 0
Fulton Breakefield Broenniman LLC 32%797 3,288 Boltwood Capital Management 9%579 6,176
Grubman Wealth Management 9%790 9,516 ATHENA CAPITAL ADVISORS LLC 5%576 11,404
DAVENPORT & CO LLC 12%780 7,528 HOWARD WEALTH MANAGEMENT, LLC 6%574 9,138
Confluence Wealth Management LLC 5%753 15,195 Parcion Private Wealth LLC 29%571 1,377
Endurance Wealth Management, Inc. bought736 736 Foundations Investment Advisors, LLC 16%557 2,999
Certified Advisory Corp 10%724 7,845 Squar Milner Financial Services LLC sold555 0
SILVERCREST ASSET MANAGEMENT GROUP LLC 3%721 29,140 Ifrah Financial Services, Inc. 8%553 6,496
OSBORNE PARTNERS CAPITAL MANAGEMENT 12%710 6,686 MOGY JOEL R INVESTMENT COUNSEL INC 9%553 5,380
Perennial Advisors, LLC 10%691 7,956 CABANA LLC sold549 0
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6%664 12,626 B & T Capital Management DBA Alpha Capital Management 14%548 3,346
Cribstone Capital Management, LLC 450%662 809 THOMPSON SIEGEL & WALMSLEY LLC 17%541 2,610
SNS Financial Group, LLC 1%658 67,826 TBH Global Asset Management, LLC 12%540 3,897
Apex Investment Services, Inc. 0%657 182,201 Partnervest Advisory Services LLC 4%538 13,953
Frontier Wealth Management LLC 20%645 3,801 SigFig Wealth Management, LLC 1%537 56,786
Global Trust Asset Management, LLC 4%633 17,867 SG Americas Securities, LLC 40%536 805
Cascade Investment Advisors, Inc. 15%624 4,651 WOODSTOCK CORP 20%534 2,164
Rockefeller Capital Management L.P. 181%608 944 GAMBLE JONES INVESTMENT COUNSEL 1%532 35,580
BRANDYWINE OAK PRIVATE WEALTH LLC 5%600 11,774 Nikulski Financial, Inc. 4%523 11,373
Chicago Partners Investment Group LLC 9%591 7,148 HARBOR ADVISORY CORP /MA/ 11%521 4,023
Ironwood Wealth Management, LLC. bought591 591 GOULD ASSET MANAGEMENT LLC /CA/ 29%520 1,290
PAPP L ROY & ASSOCIATES 11%583 5,887 Almanack Investment Partners, LLC. 1%517 82,812
Biltmore Family Office, LLC 9,400%564 570 TRADITION ASSET MANAGEMENT LLC 7%509 7,080
Claro Advisors LLC 12%543 5,087 WEBSTER BANK, N. A. 1%507 40,718
Merriman Wealth Management, LLC 2%539 24,631 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9%507 4,933
BRADLEY FOSTER & SARGENT INC/CT 5%538 11,655 ARQ WEALTH ADVISORS, LLC 1%507 38,326
Burns Wealth Management, Inc. 5%530 12,173 FIFTH THIRD BANCORP 0%505 390,111
Csenge Advisory Group 14%525 4,329 Page Arthur B 24%500 1,600
Krilogy Financial LLC 19%516 3,256 Harbour Capital Advisors, LLC 8%500 6,158
We Are One Seven, LLC 10%500 5,410 BTR CAPITAL MANAGEMENT INC 10%500 4,721
PRIVATE TRUST CO NA 1%493 33,775 VISTA CAPITAL PARTNERS, INC. 0%494 1,045,962
BOSTON FAMILY OFFICE LLC 2%463 27,934 Capital Financial Planning, LLC 4%487 10,928
OLD DOMINION CAPITAL MANAGEMENT INC 1%460 59,357 EATON VANCE MANAGEMENT 4%481 11,672
SVA Plumb Wealth Management, LLC 4%450 12,261 BBR PARTNERS, LLC 4%478 11,922
DAVIDSON D A & CO 0%442 172,930 Iwamoto, Kong & Co., Inc. 14%463 2,877
Polaris Wealth Advisers, LLC 13%440 3,808 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 9%453 4,643
Capital Advisors, Ltd. LLC 1%431 51,468 NORTHSTAR ASSET MANAGEMENT LLC 1%433 59,627
Stony Point Wealth Management Inc. 21%427 2,485 One Capital Management, LLC 3%425 14,990
CULBERTSON A N & CO INC 2%427 27,375 Anfield Capital Management, LLC sold422 0
FIRST NATIONAL TRUST CO 16%424 3,083 Providence Capital Advisors, LLC 12%417 2,937
Pinnacle Bank 12%417 3,915 Unified Trust Company, N.A. 2%406 16,543
Strategic Advisors LLC 12%409 3,893 Moors & Cabot, Inc. 21%405 1,555
Connecticut Wealth Management, LLC 1%406 51,600 COURIER CAPITAL CORP 4%400 9,421
APPLETON PARTNERS INC/MA 25%405 2,046 LeJeune Puetz Investment Counsel LLC 5%400 6,938
GRT CAPITAL PARTNERS LLC 16%392 2,918 White Lighthouse Investment Management Inc. 5%392 8,005
Baystate Wealth Management LLC 438%381 468 Berkeley Capital Partners, LLC 12%389 2,807
Corient Capital Partners, LLC 4%374 9,546 NORTHWEST WEALTH MANAGEMENT, LLC 1%384 68,679
Cedar Brook Financial Partners, LLC 2%371 17,378 Capital Bank & Trust Co 3%383 11,471
Pointe Capital Management LLC 22%365 2,036 Financial Insights, Inc. 4%381 8,122
OGOREK ANTHONY JOSEPH /NY/ /ADV 0%360 85,320 F3Logic, LLC 7%380 4,886
SONATA CAPITAL GROUP INC 1%357 38,504 Landmark Financial Advisors, LLC 5%379 7,928
IFP Advisors, Inc 1%355 40,512 Dougherty Wealth Advisers LLC 4%375 8,644
Armbruster Capital Management, Inc. 16%349 2,481 Hoover Financial Advisors, Inc. 1%372 34,219
LYELL WEALTH MANAGEMENT, LP 8%335 4,754 Personal Wealth Partners 20%369 1,448
Regal Wealth Group, Inc. 3%334 10,734 West Coast Financial LLC 5%368 6,452
SAGE RHINO CAPITAL LLC 2%317 20,559 Ridgewood Investments LLC 3%363 12,412
Choate Investment Advisors 3%307 9,504 Professional Financial Advisors, LLC 20%357 1,450
Gradient Investments LLC 23%305 1,643 First Command Bank 39%350 550
MEEDER ASSET MANAGEMENT INC 18%286 1,890 First Command Financial Services, Inc. 39%350 550
S.A. Mason LLC 2%278 16,401 Lakeview Capital Partners, LLC 4%340 9,225
Resource Management, LLC 11%272 2,734 Family Management Corp 18%336 1,498
Kingsview Wealth Management, LLC 9%268 3,173 Seascape Capital Management 17%330 1,628
Bogart Wealth, LLC 14%262 2,102 GV Capital Management 11%325 2,558
Sage Capital Advisors,llc 7%262 4,082 Northwest Quadrant Wealth Management, LLC 5%314 6,288
CREATIVE FINANCIAL DESIGNS INC /ADV 55%259 731 AMERICAN NATIONAL BANK 24%311 970
AYRSHIRE ASSOCIATES INC 6%254 4,707 PLANNING ALTERNATIVES LTD /ADV 17%300 1,467
Aurum Wealth Management Group, LLC 7%253 3,908 PATTEN & PATTEN INC/TN 15%300 1,678
TRUEWEALTH LLC 3%252 9,865 Ledyard National Bank 0%295 61,741
Gierl Augustine Investment Management Inc 103%252 497 Parkside Financial Bank & Trust 6%295 4,556
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 9%235 2,867 THOROUGHBRED FINANCIAL SERVICES, LLC 1%290 23,856
Gradient Capital Advisors, LLC 7%232 3,562 HM Capital Management, LLC 6%285 4,830
Bouchey Financial Group Ltd 2%232 13,820 Independence Advisors, LLC 12%281 2,134
Noven Financial Group, Inc. 2%231 12,060 MCMILLION CAPITAL MANAGEMENT INC sold275 0
Radnor Financial Advisors, LLC 1%231 31,276 Vishria Bird Financial Group, LLC 15%271 1,550
Orgel Wealth Management, LLC 8%226 3,036 Stratos Wealth Partners, LTD. 0%268 113,528
INTL FCSTONE INC. 1%221 16,907 Wolff Financial Management LLC 6%261 4,335
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 11%217 2,110 HERITAGE INVESTORS MANAGEMENT CORP 10%260 2,315
Asset Management Group, Inc. 0%216 49,609 Fiduciary Group LLC 7%258 3,274
NORTHSTAR INVESTMENT ADVISORS LLC 1%210 19,628 MOODY LYNN & CO/ 4%256 6,250
Stearns Financial Services Group 19%207 1,300 Resonant Capital Advisors, LLC 1%254 16,796
Hudson Capital Management LLC 11%206 2,088 Accredited Investors Inc. 1%251 17,122
Fortis Advisors, LLC 35%205 787 HANCOCK HOLDING CO 2%250 10,403
Biechele Royce Advisors 9%205 2,397 Birch Hill Investment Advisors LLC 4%250 5,311
Key FInancial Inc 13%205 1,763 Neumann Capital Management, LLC 2%250 14,855
Providence First Trust Co 1%200 14,393 Meridian Wealth Management, LLC 11%244 2,077
Sepio Capital, LLC 2%199 11,780 Taylor Hoffman Wealth Management 10%242 2,131
Aptus Capital Advisors, LLC 13%192 1,665 DOWLING & YAHNKE INC 1%240 22,541
Spearhead Capital Advisors, LLC 6%191 3,381 CLIFFORD SWAN INVESTMENT COUNSEL LLC 2%239 10,768
SeaCrest Wealth Management, LLC 1%182 15,483 Watch Point Trust Co 5%238 4,478
Stokes Family Office, LLC 0%173 71,297 United Asset Strategies, Inc. 14%235 1,405
ELM ADVISORS, LLC 0%173 95,153 LexAurum Advisors, LLC 0%227 59,240
PBMares Wealth Management LLC 9%168 1,944 R. W. Roge & Company, Inc. 3%226 6,725
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1%165 17,000 Houlihan Financial Resource Group, Ltd. 10%226 1,965
Capital Advantage, Inc. 7%163 2,356 Fragasso Group Inc. 4%223 5,673
Northwest Capital Management Inc 10%162 1,816 Covenant Asset Management, LLC 4%220 5,786
SHAKESPEARE WEALTH MANAGEMENT, INC. 1%159 13,007 First Citizens Financial Corp 4%218 5,032
MONECO Advisors, LLC 5%155 3,217 LLBH Private Wealth Management, LLC 9%205 2,117
HBK Sorce Advisory LLC 0%144 105,787 COLDSTREAM CAPITAL MANAGEMENT INC 3%205 6,534
ST GERMAIN D J CO INC 6%131 2,387 Investment Counsel Inc. 9%205 2,082
Wealth Quarterback LLC bought129 129 HT Partners LLC 1%194 21,913
Barton Investment Management 1%129 13,924 Abbrea Capital, LLC 4%194 4,870
Acorn Wealth Advisors, LLC 3%124 4,948 Karp Capital Management Corp 6%193 2,947
Cornerstone Advisors, Inc. 0%120 90,998 Summit Investment Advisors, Inc. 12%193 1,470
CREDIT SUISSE/ 1%109 8,047 Ullmann Financial Group, Inc. 10%193 1,663
Paragon Capital Management LLC bought102 102 BRYN MAWR TRUST CO/PA 6%190 3,197
Stockman Asset Management 0%101 20,618 Manchester Capital Management LLC 2%183 7,542
SCBT FINANCIAL CORP 1%92 8,764 TOBIAS FINANCIAL ADVISORS, INC. sold183 0
Pacitti Group Inc. 142%91 155 QCI ASSET MANAGEMENT INC/NY sold180 0
ADIRONDACK TRUST CO 2%90 5,832 Texas Capital Bank Wealth Management Services Inc 7%177 2,231
BOENNING & SCATTERGOOD, INC. 2%88 4,239 Altium Wealth Management LLC 3%174 6,407
Paradigm Financial Advisors, LLC 5%88 1,829 ROCKLAND TRUST CO 11%171 1,450
CENTAURUS FINANCIAL, INC. 4%87 2,206 XML Financial, LLC 5%170 3,525
Advisory Alpha, LLC 9%85 1,049 Highland Private Wealth Management 7%164 2,320
Billeaud Capital Management, Inc. 1%85 10,215 Koshinski Asset Management, Inc. 1%163 27,765
Cardan Capital Partners, LLC 5%80 1,840 180 WEALTH ADVISORS, LLC 2%162 10,484
RESOURCES MANAGEMENT CORP /CT/ /ADV 17%79 551 Cable Hill Partners, LLC 6%161 2,503
Carnick & Kubik Group, LLC 2%78 4,951 Hochman Cole Investment Advisors, Inc. 9%160 1,569
American Investment Services, Inc. 1%75 10,457 BALLAST ADVISORS LLC 84%158 29
GUYASUTA INVESTMENT ADVISORS INC 0%73 16,464 Pacifica Partners Inc. 4%146 3,401
HCR Wealth Advisors 2%70 3,020 Clarity Wealth Advisors, LLC 0%145 74,812
Stratford Consulting, LLC 8%69 918 Wealth Advisors of Iowa, LLC 6%144 2,171
Foresight Wealth Management, LLC 4%68 1,844 Arbor Investment Advisors, LLC 1%144 14,838
VERUS CAPITAL PARTNERS, LLC 4%68 1,803 AlphaCore Capital LLC sold142 0
RFG Advisory Group, LLC 1%66 11,922 Ambassador Advisors, LLC sold140 0
Patton Albertson & Miller, LLC 3%65 2,007 Titus Wealth Management 2%136 6,186
Kerntke Otto McGlone Wealth Management Group 1%65 6,884 WADE G W & INC 2%136 6,101
Carroll Financial Associates, Inc. 0%61 14,099 CHESLEY TAFT & ASSOCIATES LLC/IL 1%131 21,648
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. bought59 59 Busey Trust CO 3%128 3,950
Winch Advisory Services, LLC 2%58 3,302 TNB Financial 2%125 6,075
Arkadios Wealth Advisors bought58 58 RDA Financial Network 2%124 7,772
Aldebaran Financial Inc. 1%58 6,740 ENCORE BANK NA 1%116 10,257
tru Independence LLC bought51 51 Affinity Capital Advisors, LLC 7%116 1,651
NovaPoint Capital, LLC 0%51 20,916 First Personal Financial Services 37%115 200
Aspire Private Capital, LLC 1%49 3,827 Evercore Wealth Management, LLC 1%115 16,995
Madrona Financial Services, LLC 1%48 5,793 Coyle Financial Counsel, Inc. 3%113 4,203
LBJ Family Wealth Advisors, Ltd. 0%48 10,599 TFO-TDC, LLC 2%111 4,874
Ironwood Wealth Management, llc 6%46 785 DFPG INVESTMENTS, INC. 0%100 24,500
Sawyer & Company, Inc 2%46 2,029 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1%100 6,973
Summit Wealth Group, LLC 2%46 2,086 BEESE FULMER INVESTMENT MANAGEMENT, INC. 2%100 5,561
Vantage Investment Partners, LLC 0%45 16,451 PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 1%99 11,378
CIBC Global Asset Management Inc 0%45 11,396 Successful Portfolios LLC 1%98 11,057
Schneider Downs Wealth Management Advisors, LP 0%44 9,052 Portland Global Advisors LLC 0%96 76,601
Lenox Wealth Management, Inc. 4%43 1,018 Archer Investment Corp 16%95 500
GHP Investment Advisors, Inc. 2%40 2,490 FINANCIAL COUNSELORS INC 0%94 140,238
LANDAAS & CO /WI /ADV 0%38 335,716 Firestone Capital Management 0%94 46,990
FIRST NATIONAL CORP /MA/ /ADV 1%37 5,517 California Capital Advisors, Inc. 3%90 2,671
TOTH FINANCIAL ADVISORY CORP bought36 36 Covington Capital Management 8%90 1,110
Empirical Financial Services, LLC 0%35 39,334 TD ASSET MANAGEMENT INC 2%87 3,997
Bay Harbor Wealth Management, LLC 9%35 424 PETERSON WEALTH MANAGEMENT 1%85 11,659
Sound View Wealth Advisors Group, LLC 1%34 3,633 BDO Wealth Advisors, LLC 2%82 3,369
Bristlecone Advisors, LLC 0%31 6,243 Well Done, LLC 1%75 6,139
JACKSON SQUARE CAPITAL, LLC bought31 31 New Potomac Partners, LLC sold75 0
Independence Bank of Kentucky 1%29 4,134 PILLAR PACIFIC CAPITAL MANAGEMENT LLC 3%74 2,116
TRUST CO OF VERMONT 1%29 3,075 NICOLET BANKSHARES INC 1%73 7,174
SPINNAKER TRUST 0%27 6,984 Financial Architects, Inc 1%60 7,771
Eldridge Investment Advisors, Inc. 0%26 9,250 OLD NATIONAL BANCORP /IN/ 1%59 11,668
New England Professional Planning Group Inc. 1%24 2,250 Winslow, Evans & Crocker, Inc. 5%55 1,151
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1%24 3,918 Salomon & Ludwin, LLC sold54 0
Evergreen Advisors, LLC 0%21 4,248 Fiduciary Planning LLC 1%54 3,551
Lake Point Wealth Management 8%21 280 Symphony Financial, Ltd. Co. 1%53 9,992
NICOLET ADVISORY SERVICES, LLC 0%21 7,140 American Financial Advisors, LLC 0%52 11,308
Acropolis Investment Management, LLC 1%20 2,660 WASHINGTON TRUST BANK 0%50 20,914
Tradewinds Capital Management, LLC 11%20 201 ROWLAND & CO INVESTMENT COUNSEL/ADV 1%50 5,067
CYPRESS CAPITAL MANAGEMENT LLC 0%20 5,343 Indie Asset Partners, LLC 3%50 1,682
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 0%17 5,056 Pensionmark Financial Group, LLC 1%49 4,298
Carmichael Hill & Associates, Inc. 0%17 6,278 ALPHA WINDWARD LLC sold47 0
Goelzer Investment Management, Inc. 0%16 8,889 Trellis Advisors, LLC 0%46 354,417
Truvestments Capital LLC bought15 15 FLC Capital Advisors 0%45 14,403
Investment Research & Advisory Group, Inc. 2%14 796 BOSTON FINANCIAL MANGEMENT INC /MA 2%43 2,673
Sugarloaf Wealth Management, LLC 0%14 5,346 Willingdon Wealth Management 32%42 89
Bedel Financial Consulting, Inc. 0%13 5,412 Emery Howard Portfolio Management, Inc. 1%42 7,986
Arcus Capital Partners, LLC 0%13 9,891 Heritage Way Advisors, LLC 0%40 10,059
West Branch Capital LLC 1%13 1,699 CAMBRIDGE TRUST CO 0%39 19,584
ALESCO ADVISORS LLC 0%13 4,050 WASHINGTON TRUST CO 0%38 8,978
DUNCKER STREETT & CO INC 0%11 2,305 Bay Rivers Group 1%36 5,410
Rocky Mountain Advisers, LLC 1%11 781 Spectrum Asset Management, Inc. (NB/CA) 1%36 4,459
Hurlow Wealth Management Group, Inc. 0%11 21,576 Xcel Wealth Management, LLC 2%35 2,071
TrinityPoint Wealth, LLC 0%10 3,680 Private Ocean, LLC 0%33 26,882
BURNS J W & CO INC/NY 0%10 12,956 Private Wealth Partners, LLC 0%31 13,605
Court Place Advisors, LLC 0%10 3,685 Savior LLC 11%30 240
HighMark Wealth Management LLC 0%8 1,646 Coe Capital Management, LLC 0%30 6,427
Focused Wealth Management, Inc 0%8 9,962 CCG WEALTH MANAGEMENT, LLC 0%28 8,087
BSW Wealth Partners 0%7 2,482 John W. Brooker & Co., CPAs 0%27 20,792
Capital Advisory Group Advisory Services, LLC bought5 5 Reynders McVeigh Capital Management, LLC 1%25 2,395
Secure Asset Management, LLC 0%4 2,649 Capital Investment Advisors, LLC 1%24 4,360
FOSTER & MOTLEY INC 0%4 1,639 Goldstein Munger & Associates 0%24 13,446
BCS Wealth Management 0%4 2,694 Adams Chetwood Wealth Management LLC 1%23 1,568
New Capital Management LP 0%4 962 Mayfair Advisory Group, LLC 1%22 3,191
Measured Wealth Private Client Group, LLC 0%4 11,186 Financial Advisory Group 1%20 3,968
Gerber Kawasaki Wealth & Investment Management 0%3 3,298 GRIMES & COMPANY, INC. 1%20 3,623
MITCHELL MCLEOD PUGH & WILLIAMS INC 0%3 12,832 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1%19 2,515
MOSELEY INVESTMENT MANAGEMENT INC 0%3 3,087 NVWM, LLC sold18 0
Strategic Wealth Management Group, LLC 0%3 8,995 GREENLEAF TRUST 1%18 2,489
WSFS CAPITAL MANAGEMENT, LLC 0%2 5,216 Core Wealth Advisors, Inc. sold16 0
Tower View Investment Management & Research LLC 0%2 551 Strategic Financial Group, LLC 0%14 29,217
Ellis Investment Partners, LLC 0%2 468 Lehman & Derafelo Financial Resources LLC 1%12 1,051
Main Management LLC 0%2 17,534 HENGEHOLD CAPITAL MANAGEMENT LLC 0%10 3,629
Ellenbecker Investment Group 0%2 1,675 Penobscot Investment Management Company, Inc. 0%10 4,481
Granite Investment Advisors, Inc. 0%2 2,399 Cordasco Financial Network sold9 0
ROMAN BUTLER FULLERTON & CO 0%2 2,039 CONDOR CAPITAL MANAGEMENT 0%7 1,616
Investors Research Corp 0%1 269 CLEAR INVESTMENT RESEARCH, LLC sold6 0
Jackson Hole Capital Partners, LLC bought1 1 Column Capital Advisors, LLC 0%5 8,627
America First Investment Advisors, LLC 0%1 441 Community Bank, N.A. 0%5 64,757
Capital Analysts, Inc. 2%1 53 Parkside Investments, LLC 0%4 10,900
Sound Income Strategies, LLC 0%1 474 Relyea Zuckerberg Hanson LLC 0%3 20,695
Intersect Capital LLC 0%1 3,341 Atlas Brown,Inc. 0%3 27,146
QUEST CAPITAL MANAGEMENT INC /ADV 0%1 2,151 CFO4Life Group, LLC 0%2 17,463
Aviance Capital Partners, LLC 0%1 1,967 TRUE Private Wealth Advisors 0%1 224
Global Financial Private Capital, LLC 25%1 3
Courage Miller Partners, LLC 0%1 6,289
TANDEM CAPITAL MANAGEMENT CORP /ADV no change 2,629
CKW FINANCIAL GROUP no change 297
Filbrandt Wealth Management, LLC no change 160
Front Row Advisors LLC no change 150
Prestige Wealth Management Group LLC no change 339
Barrett Asset Management, LLC no change 426
Clarkston Capital Partners LLC no change 850
FIRST FINANCIAL CORP /IN/ no change 717
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC no change 620
Allred Capital Management, LLC no change 140
Braun-Bostich & Associates Inc. no change 83
HawsGoodwin Investment Management LLC no change 11
Atlantic Trust, LLC no change 6
Stonebridge Capital Advisors LLC no change 2
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC no change 31
Fusion Family Wealth LLC no change 35
PITTENGER & ANDERSON INC no change 50
Hudock Moyer Wealth Resources, LLC no change 43
PIN OAK INVESTMENT ADVISORS INC no change 1,016
Towercrest Capital Management no change 1,283
S&CO INC no change 2,962
EagleClaw Capital Managment, LLC no change 2,432
Oakworth Capital, Inc. no change 2,411
FURE FINANCIAL CORP no change 3,020
Lee Financial CORP no change 3,149
Susquehanna Foundation no change 3,775
Southeast Asset Advisors Inc. no change 3,410
SMITH CHAS P & ASSOCIATES PA CPAS no change 2,319
BANK OF THE WEST no change 2,312
Kingfisher Capital LLC no change 1,835
Context Capital Management, LLC no change 1,700
ERn Financial, LLC no change 1,622
EASTERN BANK no change 1,923
Meridian Wealth Advisors, LLC no change 1,970
Summit X, LLC no change 2,235
SEGER ELVEKROG INC no change 2,171
Alera Investment Advisors, LLC no change 3,999
DEARBORN PARTNERS LLC no change 1,719
BlueSky Wealth Advisors, LLC no change 3,085
Sharkey, Howes & Javer no change 3,100
Rathbone Brothers plc no change 3,366
Botty Investors LLC no change 3,000
Sailer Financial LLC no change 2,840
Brookmont Capital Management no change 2,780
Crewe Advisors LLC no change 2,823
Trust Co no change 3,397
M. Kraus & Co no change 3,500
Coconut Grove Bank no change 3,815
REILLY FINANCIAL ADVISORS, LLC no change 3,878
Bernardo Wealth Planning LLC no change 3,792
PARTHENON LLC no change 3,787
BELLEVUE ASSET MANAGEMENT, LLC no change 3,501
Lion Street Advisors, LLC no change 3,562
Point View Financial Services, Inc. no change 2,685
ATWOOD & PALMER INC no change 2,660
OPTIMUM INVESTMENT ADVISORS no change 2,192
GLYNN JA & CO no change 2,222
GREATMARK INVESTMENT PARTNERS, INC. no change 2,225
PACIFIC FINANCIAL GROUP INC no change 2,115
Sicart Associates LLC no change 2,025
DELTEC ASSET MANAGEMENT LLC no change 1,983
STEWART & PATTEN CO LLC no change 1,990
BancorpSouth Bank no change 2,270
Aries Wealth Management no change 2,342
ARTHUR M. COHEN & ASSOCIATES, LLC no change 2,547
CITY HOLDING CO no change 2,655
Spotlight Asset Group, Inc. no change 2,517
Patten Group, Inc. no change 2,391
Fulcrum Capital LLC no change 2,350
Vigilare Wealth Management no change 2,380
ARMSTRONG HENRY H ASSOCIATES INC no change 3,921
NewFocus Financial Group, LLC no change 3,993
PROFESSIONAL ADVISORY SERVICES INC no change 11,260
Pinnacle Wealth Planning Services, Inc. no change 11,971
Next Capital Management LLC no change 17,973
FARMERS & MERCHANTS INVESTMENTS INC no change 10,842
First National Bank of Mount Dora, Trust Investment Services no change 10,656
Ironsides Asset Advisors, LLC no change 7,772
ROOF EIDAM & MAYCOCK/ADV no change 8,131
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA no change 22,718
Blume Capital Management, Inc. no change 25,647
University of Maryland Foundation, Inc. no change 231,555
TIAA, FSB no change 500
Deseret Mutual Benefit Administrators no change 89,900
CONNING Asset Management Co. no change 63,981
Mathes Company, Inc. no change 26,370
Abundance Wealth Counselors no change 31,262
HMS Capital Management, LLC no change 6,618
Legacy Advisors, LLC no change 6,109
EDMOND DE ROTHSCHILD HOLDING S.A. no change 4,800
Rossmore Private Capital no change 4,939
Butler Wick Trust CO no change 4,504
Avestar Capital, LLC no change 4,500
Meridian Financial Partners LLC no change 4,232
STOCK YARDS BANK & TRUST CO no change 4,270
Campbell Wealth Management no change 5,002
ROTHSCHILD INVESTMENT CORP /IL no change 5,088
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV no change 5,626
PETTYJOHN CO no change 5,839
Miller Investment Management, LP no change 5,570
BTIM Corp. no change 5,531
Engrave Wealth Partners LLC no change 5,291
Old North State Trust, LLC no change 5,300
MERIDIAN INVESTMENT COUNSEL INC. no change 1,937
Avondale Wealth Management no change 1,875
LS Investment Advisors, LLC no change 9
Element Wealth, LLC no change 10
CX Institutional no change 12
GLENMEDE TRUST CO NA no change 180,226
UNITRIN INC no change 126,449
UNITED SERVICES AUTOMOBILE ASSOCIATION no change 76,083
Strategic Wealth Partners, Ltd. no change 77,664
M&R CAPITAL MANAGEMENT INC no change 25
ANDERSON FISHER LLC no change 30
Hirtle Callaghan & Co Inc no change 145
Hartford Financial Management Inc. no change 160
Enterprise Trust & Investment Co no change 128
Price Wealth Management, Inc. no change 104
Retirement Network no change 37
Knuff & Co LLC no change 100
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC no change 68,300
Palisades Hudson Asset Management, L.P. no change 66,142
WEITZ WALLACE R & CO(Wallace Weitz) no change 8,068
CWS Financial Advisors, LLC no change 8,211
Oxbow Advisors, LLC no change 7,860
First National Bank of South Miami no change 7,342
Jackson, Grant Investment Advisers, Inc. no change 6,108
Center for Financial Planning, Inc. no change 6,498
BOSTON RESEARCH & MANAGEMENT INC no change 12,380
Windsor Creek Advisors, LLC no change 16,742
Capital Directions Investment Advisors, LLC no change 32,980
SUN LIFE FINANCIAL INC no change 35,678
PHILADELPHIA TRUST CO no change 32,528
Comprehensive Financial Management LLC no change 27,082
Kohmann Bosshard Financial Services, LLC no change 21,160
Keystone Financial Group no change 22,924
Sterling Investment Advisors, Ltd. no change 165
Red Door Wealth Management, LLC no change 176
Riverview Trust Co no change 1,165
MARK SHEPTOFF FINANCIAL PLANNING, LLC no change 1,265
TORONTO DOMINION BANK no change 1,300
Retirement Systems of Alabama no change 980
Lowe fs, LLC no change 976
SVB Wealth Advisory, Inc. no change 835
Stonebridge Financial Planning Group, LLC no change 945
Burt Wealth Advisors no change 1,555
THOMAS STORY & SON LLC no change 1,600
MANCHESTER FINANCIAL INC no change 1,722
McCollum Christoferson Group LLC no change 1,744
National Mutual Insurance Federation of Agricultural Cooperatives no change 10,043,800
Loudon Investment Management, LLC no change 1,620
WEATHERLY ASSET MANAGEMENT LP /ADV no change 1,605
Hendershot Investments Inc. no change 1,607
Belmont Capital, LLC no change 727
Laurel Wealth Advisors LLC no change 712
Mine & Arao Wealth Creation & Management, LLC. no change 318
BALDWIN BROTHERS INC/MA no change 349
HC FINANCIAL ADVISORS INC no change 277
Selective Wealth Management no change 245
MV Capital Management, Inc. no change 187
JJJ Advisors Inc. no change 218
Sowa Financial Group, Inc. no change 421
MOTCO no change 450
Financial Advantage, Inc. no change 700
WEST BANCORPORATION INC no change 704
Lenox Wealth Advisors, Inc. no change 692
Legacy Bridge, LLC no change 600
BOURGEON CAPITAL MANAGEMENT LLC no change 529
Ariel Capital Advisors, LLC no change 547
NorthCoast Asset Management LLC no change 5,359
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