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STOCK TICKER:
ST SPDR S&P WLD XUS   (ticker: GWL)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
Creative Planning 34,134,071 26,730,555 28% 2020-06-30
Horizon Investments, LLC/SC 13,310,440 0 New Buy 2020-06-30
PMFM Inc. 9,949,135 0 New Buy 2020-06-30
Financial Engines Advisors L.L.C. 5,796,333 2,121,704 173% 2020-06-30
TIAA, FSB 13,904 0 New Buy 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 4,940,702 2,163,818 128% 2020-06-30
Hanson McClain, Inc. 4,869,602 5,274,137 8% 2020-06-30
STATE STREET CORP 4,524,406 5,248,239 14% 2020-06-30
PFS INVESTMENTS INC. 4,406,128 939,113 369% 2020-06-30
JANE STREET GROUP, LLC 3,963,149 510,205 677% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 3,366,694 3,669,520 8% 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 0 1,143,147 Sold Out 2020-06-30
Baystate Wealth Management LLC 2,869,910 3,035,921 5% 2020-06-30
Amerivest Investment Management LLC 2,860,960 3,468,653 18% 2020-06-30
BANK OF AMERICA CORP /DE/ 2,804,999 0 New Buy 2020-06-30
UBS Group AG 961 2,391,812 100% 2020-06-30
Balentine LLC 298,761 404,272 26% 2020-06-30
TOWNSQUARE CAPITAL LLC 2,057,004 2,053,749 0% 2020-06-30
GRIMES & COMPANY, INC. 1,874,821 144,880 1,194% 2020-06-30
LPL Financial CORP 1,714,201 1,301,084 32% 2020-06-30
CLS INVESTMENT FIRM, LLC 1,507,574 1,479,399 2% 2020-06-30
Advisory Alpha, LLC 1,455,698 1,519,497 4% 2020-06-30
McNamara Financial Services, Inc. 1,287,918 1,201,846 7% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1,257,421 1,283,915 2% 2020-06-30
Trilogy Capital Inc. 1,183,873 1,137,976 4% 2020-06-30
MORGAN STANLEY 1,118,620 0 New Buy 2020-06-30
Global Strategic Investment Solutions, LLC 1,076,799 768,005 40% 2020-06-30
Private Advisor Group, LLC 1,067,860 469,760 127% 2020-06-30
WALLER FINANCIAL PLANNING GROUP, INC 914,494 900,446 2% 2020-06-30
FormulaFolio Investments, LLC 912,020 681,866 34% 2020-06-30
Global Financial Private Capital, LLC 871,930 917,577 5% 2020-06-30
RESTON WEALTH MANAGEMENT LLC 869,560 883,784 2% 2020-06-30
AMERIPRISE FINANCIAL INC 842,937 0 New Buy 2020-06-30
TRUEFG, LLC 758,506 734,872 3% 2020-06-30
Boston Standard Wealth Management, LLC 710,489 677,119 5% 2020-06-30
Angeles Investment Advisors, LLC 675,000 0 New Buy 2020-06-30
Edmonds Duncan Registered Investment Advisors, LLC 613,839 602,693 2% 2020-06-30
Bristlecone Advisors, LLC 597,023 429,467 39% 2020-06-30
AlphaStar Capital Management, LLC 586,380 363,053 62% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 572,328 632,798 10% 2020-06-30
Ballentine, Finn & Company, Inc. 546,441 660,532 17% 2020-06-30
RFG Advisory Group, LLC 545,185 470,346 16% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 541,435 0 New Buy 2020-06-30
CWM, LLC 529,292 471,657 12% 2020-06-30
Vivaldi Capital Management, LLC 526,685 422,334 25% 2020-06-30
JNBA Financial Advisors 524,861 419,739 25% 2020-06-30
SENTINEL PENSION ADVISORS INC 524,544 564,676 7% 2020-06-30
COLTON GROOME FINANCIAL ADVISORS, LLC 500,588 131,338 281% 2020-06-30
Gradient Investments LLC 498,397 491,763 1% 2020-06-30
IHT Wealth Management, LLC 489,034 446,534 10% 2020-06-30
Savant Capital Management Inc 472,760 366,567 29% 2020-06-30
Legacy Private Trust Co. 472,445 431,399 10% 2020-06-30
Merriman Wealth Management, LLC 465,703 99,827 367% 2020-06-30
BB&T CORP 454,310 0 New Buy 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 440,358 0 New Buy 2020-06-30
SigFig Wealth Management, LLC 439,439 418,306 5% 2020-06-30
PROFFITT & GOODSON INC 430,589 9,709 4,335% 2020-06-30
ERn Financial, LLC 429,199 525,737 18% 2020-06-30
ARGI Investment Services, LLC 428,370 155,343 176% 2020-06-30
Goodman Financial CORP 427,264 423,675 1% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 425,584 645,642 34% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 418,755 794,919 47% 2020-06-30
Pure Financial Advisors, Inc. 415,436 512,355 19% 2020-06-30
Equitable Holdings, Inc. 519 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 398,005 374,758 6% 2020-06-30
Frontier Wealth Management LLC 396,680 232,014 71% 2020-06-30
ROYAL BANK OF CANADA 395,934 0 New Buy 2020-06-30
MANAGED ACCOUNT SERVICES INC 379,317 331,749 14% 2020-06-30
N.E.W. Advisory Services LLC 372,083 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 370,015 220,786 68% 2020-06-30
Walkner Condon Financial Advisors LLC 368,808 0 New Buy 2020-06-30
Strategic Financial Group, LLC 362,788 375,136 3% 2020-06-30
ARQ WEALTH ADVISORS, LLC 347,739 365,675 5% 2020-06-30
People's United Financial, Inc. 346,123 410,180 16% 2020-06-30
Mariner Wealth Advisors, LLC 342,020 378,981 10% 2020-06-30
Randolph Co Inc 332,058 332,133 0% 2020-06-30
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 323,444 0 New Buy 2020-06-30
Aspire Private Capital, LLC 306,068 299,164 2% 2020-06-30
Strategic Financial Planning, Inc. 301,620 340,253 11% 2020-06-30
Valmark Advisers, Inc. 301,459 182,876 65% 2020-06-30
Blueprint Investment Partners LLC 292,727 123,617 137% 2020-06-30
Towercrest Capital Management 288,080 247,885 16% 2020-06-30
First Ascent Asset Management, LLC 281,620 0 New Buy 2020-06-30
Sailer Financial LLC 274,323 285,731 4% 2020-06-30
WELLS FARGO & CO/MN 263,723 267,555 1% 2020-06-30
Raymond James Financial Services Advisors, Inc. 260,758 241,193 8% 2020-06-30
First Allied Advisory Services, Inc. 250,920 383,887 35% 2020-06-30
Columbus Macro, LLC 231,825 370,315 37% 2020-06-30
IFP Advisors, Inc 230,290 249,488 8% 2020-06-30
Fund Evaluation Group, LLC 228,165 0 New Buy 2020-06-30
Heartwood Wealth Advisors LLC 209,675 151,248 39% 2020-06-30
Boltwood Capital Management 209,400 173,125 21% 2020-06-30
NBT BANK N A /NY 208,494 255,559 18% 2020-06-30
Cresset Asset Management, LLC 207,350 0 New Buy 2020-06-30
McNaughton Wealth Management, LLC 193,629 181,163 7% 2020-06-30
PARK AVENUE SECURITIES LLC 185,571 149,867 24% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 184,133 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 181,345 0 New Buy 2020-06-30
Larson Financial Group LLC 179,835 99,334 81% 2020-06-30
Alexandria Capital, LLC 179,057 174,445 3% 2020-06-30
HighTower Advisors, LLC 176,999 63,687 178% 2020-06-30
TCG Advisors, LP 171,353 73,729 132% 2020-06-30
NovaPoint Capital, LLC 169,722 127,249 33% 2020-06-30
Probity Advisors, Inc. 168,096 0 New Buy 2020-06-30
Arete Wealth Advisors, LLC 167,723 128,355 31% 2020-06-30
PAX Financial Group, LLC 165,870 173,827 5% 2020-06-30
Stratos Wealth Partners, LTD. 163,114 118,475 38% 2020-06-30
Baltimore-Washington Financial Advisors, Inc. 159,686 166,082 4% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 159,146 167,400 5% 2020-06-30
Iron Financial, LLC 157,189 140,741 12% 2020-06-30
AE Wealth Management LLC 154,547 186,335 17% 2020-06-30
Rosenberg Matthew Hamilton 152,983 172,764 11% 2020-06-30
Foresight Wealth Management, LLC 152,093 155,022 2% 2020-06-30
US BANCORP DE 151,086 121,091 25% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 150,435 793,281 81% 2020-06-30
Krasney Financial LLC 150,158 148,395 1% 2020-06-30
Wealthcare Advisory Partners LLC 147,246 155,698 5% 2020-06-30
55I, LLC 146,569 93,429 57% 2020-06-30
Alliance Wealth Management Group 144,745 0 New Buy 2020-06-30
Clear Creek Financial Management, LLC 140,720 165,577 15% 2020-06-30
Diligent Investors, LLC 139,525 129,832 7% 2020-06-30
SCOTIA CAPITAL INC. 139,482 141,925 2% 2020-06-30
TPG Financial Advisors, LLC 137,822 100,022 38% 2020-06-30
Sawtooth Asset Management, Inc. 133,135 0 New Buy 2020-06-30
CAPTRUST FINANCIAL ADVISORS 127,651 196,528 35% 2020-06-30
PFG Private Wealth Management, LLC 127,370 124,766 2% 2020-06-30
Good Life Advisors, LLC 127,311 12,773 897% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 121,929 138,001 12% 2020-06-30
Brio Consultants, LLC 120,589 349,703 66% 2020-06-30
Towerpoint Wealth, LLC 119,638 128,552 7% 2020-06-30
Cornerstone Wealth Management, LLC 118,269 0 New Buy 2020-06-30
Annex Advisory Services, LLC 118,061 116,353 1% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 117,339 0 New Buy 2020-06-30
Ironwood Wealth Management, LLC. 109,156 0 New Buy 2020-06-30
Gradient Capital Advisors, LLC 104,968 98,690 6% 2020-06-30
Lucia Wealth Services, LLC 104,085 50,687 105% 2020-06-30
Pinnacle Advisory Group, Inc. 103,802 0 New Buy 2020-06-30
SkyOak Wealt, LLC 102,754 109,396 6% 2020-06-30
AdvisorNet Financial, Inc 102,186 101,334 1% 2020-06-30
Legacy Wealth Partners, Inc. 99,069 0 New Buy 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 98,482 100,264 2% 2020-06-30
Gryphon Financial Partners LLC 98,360 97,283 1% 2020-06-30
TRH Financial, LLC 96,208 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 95,506 0 New Buy 2020-06-30
OARSMAN CAPITAL, INC. 95,015 95,464 0% 2020-06-30
WRAPMANAGER INC 93,972 210,154 55% 2020-06-30
JRM Investment Counsel, LLC 92,424 85,878 8% 2020-06-30
STIFEL FINANCIAL CORP 92,306 0 New Buy 2020-06-30
Capital Analysts, Inc. 91,228 61,421 49% 2020-06-30
American Investment Services, Inc. 90,914 73,642 23% 2020-06-30
New England Investment & Retirement Group, Inc. 85,271 72,210 18% 2020-06-30
MEEDER ASSET MANAGEMENT INC 85,170 1,692 4,934% 2020-06-30
Koshinski Asset Management, Inc. 84,208 57,873 46% 2020-06-30
Opes Wealth Management LLC 82,840 117,832 30% 2020-06-30
JFS WEALTH ADVISORS, LLC 82,748 76,716 8% 2020-06-30
Advisor OS, LLC 82,006 0 New Buy 2020-06-30
FINANCIAL CONSULATE, INC 81,034 88,068 8% 2020-06-30
Sensible Financial Planning & Management, LLC. 77,642 24,185 221% 2020-06-30
Mutual Advisors, LLC 77,078 0 New Buy 2020-06-30
Kohmann Bosshard Financial Services, LLC 76,247 70,445 8% 2020-06-30
Rehmann Capital Advisory Group 75,756 0 New Buy 2020-06-30
Kingsview Wealth Management, LLC 75,557 73,496 3% 2020-06-30
Westover Capital Advisors, LLC 74,417 116,931 36% 2020-06-30
Ballast, Inc. 71,655 78,249 8% 2020-06-30
Global Retirement Partners, LLC 71,557 41,703 72% 2020-06-30
Quantitative Advantage LLC 68,836 64,885 6% 2020-06-30
Beacon Pointe Advisors, LLC 68,696 102,713 33% 2020-06-30
Peterson Wealth Advisors, LLC 66,012 65,221 1% 2020-06-30
Gainplan LLC 63,509 58,955 8% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 62,573 52,332 20% 2020-06-30
ATRIA INVESTMENTS LLC 61,736 0 New Buy 2020-06-30
Occidental Asset Management, LLC 61,555 54,086 14% 2020-06-30
BLAIR WILLIAM & CO/IL 61,015 73,553 17% 2020-06-30
HBW Advisory Services LLC 59,299 58,546 1% 2020-06-30
Strategic Wealth Partners, Ltd. 59,257 74,326 20% 2020-06-30
CABOT MONEY MANAGEMENT INC 57,643 44,723 29% 2020-06-30
VISTA INVESTMENT MANAGEMENT 57,422 57,870 1% 2020-06-30
Spectrum Asset Management, Inc. (NB/CA) 57,240 58,850 3% 2020-06-30
Bay Harbor Wealth Management, LLC 57,186 63,829 10% 2020-06-30
BBK Capital Partners, LLC 56,485 0 New Buy 2020-06-30
Csenge Advisory Group 56,138 52,735 6% 2020-06-30
GeoWealth Management, LLC 54,007 0 New Buy 2020-06-30
Certified Advisory Corp 53,912 33,838 59% 2020-06-30
Strategic Investment Advisors / MI 51,865 51,516 1% 2020-06-30
Wealthstreet Investment Advisors, LLC 51,500 51,500 No Change 2020-06-30
Ausdal Financial Partners, Inc. 51,065 53,774 5% 2020-06-30
Wade Financial Advisory, Inc 50,867 60,860 16% 2020-06-30
SNS Financial Group, LLC 48,605 57,087 15% 2020-06-30
Lantz Financial LLC 46,612 40,498 15% 2020-06-30
Vantage Investment Partners, LLC 45,852 57,242 20% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,045 51,876 13% 2020-06-30
Barnes Bonner Castles 44,784 42,368 6% 2020-06-30
Fort Point Capital Partners, LLC 44,594 0 New Buy 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 42,272 49,070 14% 2020-06-30
Canal Capital Management, LLC 41,446 83,886 51% 2020-06-30
Stratos Wealth Advisors, LLC 40,761 391 10,325% 2020-06-30
Capital Asset Advisory Services LLC 40,639 41,758 3% 2020-06-30
Norway Savings Bank 40,503 39,707 2% 2020-06-30
SlateStone Wealth, LLC 40,031 34,776 15% 2020-06-30
RAYMOND JAMES & ASSOCIATES 38,213 37,870 1% 2020-06-30
Strategic Blueprint, LLC 37,754 27,193 39% 2020-06-30
Bank of New York Mellon CORP 36,559 36,468 0% 2020-06-30
Change Path, LLC 0 33,831 Sold Out 2020-06-30
Professional Financial Advisors, LLC 35,746 40,073 11% 2020-06-30
Integrated Wealth Concepts LLC 34,875 31,354 11% 2020-06-30
Multi-Financial Securities Corp 34,639 46,678 26% 2020-06-30
Goss Wealth Management LLC 34,622 18,403 88% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 34,164 53,861 37% 2020-06-30
Tortoise Investment Management, LLC 34,070 50,375 32% 2020-06-30
Parallel Advisors, LLC 33,973 33,881 0% 2020-06-30
FIRST MANHATTAN CO 33,840 28,140 20% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 33,712 31,173 8% 2020-06-30
Surevest Inc. 32,816 49,942 34% 2020-06-30
Veritable, L.P. 32,635 20,190 62% 2020-06-30
Highland Private Wealth Management 32,585 32,360 1% 2020-06-30
AMERITAS INVESTMENT CORP 31,912 34,629 8% 2020-06-30
Belpointe Asset Management LLC 31,719 0 New Buy 2020-06-30
ROOF EIDAM & MAYCOCK/ADV 29,840 29,840 No Change 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 29,716 29,314 1% 2020-06-30
Single Point Partners, LLC 29,383 0 New Buy 2020-06-30
NICOLET BANKSHARES INC 29,171 29,171 No Change 2020-06-30
Sowell Financial Services LLC 28,965 30,689 6% 2020-06-30
HOWE & RUSLING INC 28,909 30,044 4% 2020-06-30
SHEETS SMITH & ASSOCIATES INC 28,788 20,699 39% 2020-06-30
Advisory Services Network, LLC 28,474 0 New Buy 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 28,180 0 New Buy 2020-06-30
E&G Advisors, LP 27,656 28,881 4% 2020-06-30
Richard P Slaughter Associates Inc 0 16,291 Sold Out 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 27,494 0 New Buy 2020-06-30
Integrated Advisors Network LLC 2,494 0 New Buy 2020-06-30
Mirae Asset Global Investments Co., Ltd. 26,675 23,300 14% 2020-06-30
Valtinson Bruner Financial Planning LLC 26,415 0 New Buy 2020-06-30
MBE Wealth Management, LLC 26,269 27,583 5% 2020-06-30
Bridgeworth, LLC 25,855 21,231 22% 2020-06-30
HOWARD FINANCIAL SERVICES, LTD. 25,301 60,900 58% 2020-06-30
OLD MISSION CAPITAL LLC 23,428 58,474 60% 2020-06-30
Linscomb & Williams, Inc. 23,052 227,488 90% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 22,702 0 New Buy 2020-06-30
IFG Advisors, LLC 22,241 19,097 16% 2020-06-30
GIRARD PARTNERS LTD. 22,095 20,768 6% 2020-06-30
LexAurum Advisors, LLC 21,658 9,563 126% 2020-06-30
Virtu Financial LLC 20,745 0 New Buy 2020-06-30
Beacon Financial Advisory LLC 20,737 22,596 8% 2020-06-30
BALLAST ADVISORS LLC 20,477 26,405 22% 2020-06-30
J.W. COLE ADVISORS, INC. 20,391 0 New Buy 2020-06-30
Fernwood Investment Management, LLC 19,942 23,275 14% 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 19,813 48,467 59% 2020-06-30
Clear Perspective Advisors, LLC 19,702 0 New Buy 2020-06-30
Virtue Capital Management, LLC 19,503 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 18,495 17,121 8% 2020-06-30
Trinity Wealth Management, LLC 18,344 25,352 28% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 18,325 28,816 36% 2020-06-30
COURIER CAPITAL CORP 18,005 18,720 4% 2020-06-30
Port Capital LLC 18,000 0 New Buy 2020-06-30
Compass Ion Advisors, LLC 16,985 17,211 1% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 16,420 0 New Buy 2020-06-30
WT Wealth Management 16,293 0 New Buy 2020-06-30
Dynamic Advisors Solutions LLC 16,192 17,067 5% 2020-06-30
United Asset Strategies, Inc. 15,818 28,625 45% 2020-06-30
Van Hulzen Asset Management, LLC 15,080 18,570 19% 2020-06-30
Paradigm Financial Partners, LLC 15,037 24,015 37% 2020-06-30
CONDOR CAPITAL MANAGEMENT 14,536 14,504 0% 2020-06-30
Aldebaran Financial Inc. 14,515 28,000 48% 2020-06-30
Kavar Capital Partners, LLC 14,499 8,736 66% 2020-06-30
Voya Financial Advisors, Inc. 13,876 0 New Buy 2020-06-30
Evensky & Katz, Inc. 13,622 18,947 28% 2020-06-30
Capital Planning Advisors, LLC 13,559 8,699 56% 2020-06-30
Janney Montgomery Scott LLC 13,447 13,424 0% 2020-06-30
DFPG INVESTMENTS, INC. 13,435 15,070 11% 2020-06-30
First Heartland Consultants, Inc. 13,392 0 New Buy 2020-06-30
JT Stratford LLC 13,108 0 New Buy 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 13,088 12,988 1% 2020-06-30
Gladstone Institutional Advisory LLC 12,662 0 New Buy 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 12,382 12,382 No Change 2020-06-30
Bernicke & Associates, LTD 12,318 0 New Buy 2020-06-30
BKD Wealth Advisors, LLC 11,931 18,976 37% 2020-06-30
Intelligence Driven Advisers, LLC 11,777 0 New Buy 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 11,555 11,555 No Change 2020-06-30
FSA Wealth Management LLC 11,451 0 New Buy 2020-06-30
VisionPoint Advisory Group, LLC 11,417 0 New Buy 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 11,127 23,035 52% 2020-06-30
MBM Wealth Consultants, LLC 11,104 9,839 13% 2020-06-30
Squar Milner Financial Services LLC 10,817 9,332 16% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 10,782 0 New Buy 2020-06-30
PFG Financial Advisors 10,704 10,397 3% 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 10,665 0 New Buy 2020-06-30
SMITH, MOORE & CO. 10,625 0 New Buy 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,585 10,891 3% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 10,537 12,175 13% 2020-06-30
J P MORGAN CHASE & CO 10,527 10,997 4% 2020-06-30
BEACON FINANCIAL GROUP 10,453 15,872 34% 2020-06-30
TLWM 10,414 9,518 9% 2020-06-30
TWO SIGMA SECURITIES, LLC 10,404 0 New Buy 2020-06-30
Perigon Wealth Management, LLC 10,304 12,870 20% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 10,136 15,314 34% 2020-06-30
TAP Consulting, LLC 9,845 0 New Buy 2020-06-30
NORTHERN TRUST CORP 9,564 0 New Buy 2020-06-30
OAKWOOD CAPITAL MANAGEMENT LLC/CA 9,278 0 New Buy 2020-06-30
Feltz Wealth PLAN Inc. 8,854 0 New Buy 2020-06-30
Telos Capital Management, Inc. 8,742 0 New Buy 2020-06-30
CENTAURUS FINANCIAL, INC. 8,714 8,224 6% 2020-06-30
Coastal Capital Group, Inc. 8,658 0 New Buy 2020-06-30
FMR LLC 891 0 New Buy 2020-06-30
ORLEANS CAPITAL MANAGEMENT CORP/LA 8,500 0 New Buy 2020-06-30
Quantitative Investment Management, LLC 8,188 0 New Buy 2020-06-30
CALTON & ASSOCIATES, INC. 8,162 9,591 15% 2020-06-30
Spears Abacus Advisors LLC 8,087 0 New Buy 2020-06-30
Adviser Investments LLC 8,082 12,234 34% 2020-06-30
Your Advocates Ltd., LLP 8,027 13,528 41% 2020-06-30
Procyon Private Wealth Partners, LLC 8,000 0 New Buy 2020-06-30
NOTTINGHAM ADVISORS, INC. 7,881 0 New Buy 2020-06-30
Old Port Advisors 7,820 0 New Buy 2020-06-30
Affiance Financial, LLC 7,725 9,431 18% 2020-06-30
Cetera Investment Advisers 7,704 0 New Buy 2020-06-30
Detalus Advisors, LLC 7,679 0 New Buy 2020-06-30
HRT FINANCIAL LLC 7,659 0 New Buy 2020-06-30
Wolff Financial Management LLC 7,594 29,171 74% 2020-06-30
Windsor Group LTD 7,578 0 New Buy 2020-06-30
WELCH & FORBES LLC 7,480 0 New Buy 2020-06-30
Retirement Planning Group 7,414 9,642 23% 2020-06-30
MONEYWISE, INC. 7,360 0 New Buy 2020-06-30
Great Diamond Partners, LLC 7,256 0 New Buy 2020-06-30
Tower Research Capital LLC 6,834 0 New Buy 2020-06-30
Pacifica Partners Inc. 6,225 4,725 32% 2020-06-30
PrairieView Partners, LLC 5,547 8,021 31% 2020-06-30
CITIGROUP INC 5,059 1,901 166% 2020-06-30
Financial Network 4,957 0 New Buy 2020-06-30
Ambassador Advisors, LLC 4,600 4,600 No Change 2020-06-30
LEGG MASON INC 4,435 0 New Buy 2020-06-30
LeJeune Puetz Investment Counsel LLC 4,250 4,250 No Change 2020-06-30
MPS Loria Financial Planners, LLC 4,092 0 New Buy 2020-06-30
Financial Architects, Inc 3,163 3,163 No Change 2020-06-30
LifePlan Financial Group, Inc 3,104 3,104 No Change 2020-06-30
Orion Portfolio Solutions, LLC 3,014 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 2,500 0 New Buy 2020-06-30
PROEQUITIES, INC. 2,409 2,158 12% 2020-06-30
Transamerica Financial Advisors, Inc. 2,223 0 New Buy 2020-06-30
Financial Advisory Service, Inc. 2,045 2,222 8% 2020-06-30
Johnson Financial Group, Inc. 1,753 0 New Buy 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 50 Sold Out 2020-06-30
SIGNATUREFD, LLC 1,580 3,127 49% 2020-06-30
Cordasco Financial Network 1,398 1,398 No Change 2020-06-30
Pinnacle Bank 1,188 1,211 2% 2020-06-30
Sound Income Strategies, LLC 1,005 994 1% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 886 876 1% 2020-06-30
BANK OF MONTREAL /CAN/ 680 666 2% 2020-06-30
Fusion Family Wealth LLC 672 679 1% 2020-06-30
Sonora Investment Management, LLC 652 0 New Buy 2020-06-30
Ancora Advisors, LLC 643 643 No Change 2020-06-30
Apollon Wealth Management, LLC 533 37,372 99% 2020-06-30
Savior LLC 307 884 65% 2020-06-30
Prestige Wealth Management Group LLC 305 305 No Change 2020-06-30
Bogart Wealth, LLC 304 304 No Change 2020-06-30
FIFTH THIRD BANCORP 293 775 62% 2020-06-30
Jacobi Capital Management LLC 277 73 279% 2020-06-30
Tradewinds Capital Management, LLC 212 212 No Change 2020-06-30
Global Trust Asset Management, LLC 203 201 1% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 160 0 New Buy 2020-06-30
FFCM LLC 155 97 60% 2020-06-30
Front Row Advisors LLC 152 152 No Change 2020-06-30
Capital Investment Advisory Services, LLC 120 10,057 99% 2020-06-30
Barnett & Company, Inc. 75 75 No Change 2020-06-30
TCI Wealth Advisors, Inc. 53 53 No Change 2020-06-30
Lowe fs, LLC 49 49 No Change 2020-06-30
Firestone Capital Management 46 46 No Change 2020-06-30
Winch Advisory Services, LLC 26 26 No Change 2020-06-30
Arkadios Wealth Advisors 17 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 0 12,312 Sold Out 2020-06-30
BESSEMER GROUP INC 0 704 Sold Out 2020-06-30
Susquehanna International Group, LLP 0 1,938,299 Sold Out 2020-06-30
SUNRISE PARTNERS LLC /CT 0 4,884 Sold Out 2020-06-30
CSat Investment Advisory, L.P. 0 517,484 Sold Out 2020-06-30
FIERA SCEPTRE INC. 0 29,000 Sold Out 2020-06-30
BRIGHTON JONES LLC 0 66,363 Sold Out 2020-06-30
Buckingham Asset Management, LLC 0 10,158 Sold Out 2020-06-30
Stearns Financial Services Group 0 3,774 Sold Out 2020-06-30
FDx Advisors, Inc. 0 150,000 Sold Out 2020-06-30
American Money Management, LLC 0 64,496 Sold Out 2020-06-30
Raab & Moskowitz Asset Management LLC 0 30,521 Sold Out 2020-06-30
NEXT Financial Group, Inc 0 7,152 Sold Out 2020-06-30
Oakmont Partners LLC 0 11,411 Sold Out 2020-06-30
Baird Financial Group, Inc. 0 123,052 Sold Out 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 0 6,813 Sold Out 2020-06-30
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 0 29,774 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 3,704 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 59,406 Sold Out 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 0 8,858 Sold Out 2020-06-30
Bedel Financial Consulting, Inc. 0 91 Sold Out 2020-06-30
Relaxing Retirement Coach 0 59,037 Sold Out 2020-06-30
AdvicePeriod, LLC 0 553,515 Sold Out 2020-06-30
Bernardo Wealth Planning LLC 0 21,363 Sold Out 2020-06-30
Toroso Investments, LLC 0 517,484 Sold Out 2020-06-30
H D Vest Advisory Services 0 94,140 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 2,676 Sold Out 2020-06-30
Pacitti Group Inc. 0 218 Sold Out 2020-06-30
Stewardship Advisors, LLC 0 26,642 Sold Out 2020-06-30
Moser Wealth Advisors, LLC 0 115 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 31,348 Sold Out 2020-06-30
Archer Investment Corp 0 349 Sold Out 2020-06-30
Engrave Wealth Partners LLC 0 80 Sold Out 2020-06-30
Royal Fund Management, LLC 0 771 Sold Out 2020-06-30
MML INVESTORS SERVICES, LLC 423,620 511,190 17% 2020-03-31
Allen Capital Group, LLC 319,341 289,168 10% 2020-03-31
Waterloo Capital, L.P. 120,358 0 New Buy 2020-03-31
Gierl Augustine Investment Management Inc 41,878 43,560 4% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 18,369 15,566 18% 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 14,714 14,607 1% 2020-03-31
RDA Financial Network 12,640 52,164 76% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 9,237 9,487 3% 2020-03-31
Golden State Wealth Management, LLC 8,889 0 New Buy 2020-03-31
Stratford Consulting, LLC 7,164 0 New Buy 2020-03-31
Steward Partners Investment Advisory, LLC 3,683 6,239 41% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 2,304 2,773 17% 2020-03-31
Westside Investment Management, Inc. 2,000 0 New Buy 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 806 806 No Change 2020-03-31
Lake Point Wealth Management 218 218 No Change 2020-03-31
DEUTSCHE BANK AG 0 1,302 Sold Out 2020-03-31
Stonehearth Capital Management, LLC 0 38,161 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 54,238 Sold Out 2020-03-31
Resources Investment Advisors, Inc. 0 7,523 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 460 Sold Out 2020-03-31
Princeton Global Asset Management LLC 0 395 Sold Out 2020-03-31
Capital Square, LLC 0 27,980 Sold Out 2020-03-31
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