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STOCK TICKER:
iShares Core MSCI Emerging Markets ETF   (ticker: IEMG)
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
BANK OF AMERICA CORP /DE/ 99,696,100 0 New Buy 2020-06-30
MORGAN STANLEY 43,679,395 0 New Buy 2020-06-30
WELLS FARGO & CO/MN 43,322,065 49,602,258 13% 2020-06-30
UBS Group AG 160,739 19,190 738% 2020-06-30
Creative Planning 8,584 37,529,536 100% 2020-06-30
TIAA, FSB 149 378 61% 2020-06-30
First Command Advisory Services, Inc. 24,803,507 174 14,254,789% 2020-06-30
JANE STREET GROUP, LLC 21,418,357 6,764,856 217% 2020-06-30
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 18,050,100 18,139,200 0% 2020-06-30
LPL Financial CORP 15,713,810 17,842,525 12% 2020-06-30
FMR LLC 42 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 14,521,926 11,890,939 22% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 14,317,084 18,717,023 24% 2020-06-30
US BANCORP DE 13,307,040 12,330,167 8% 2020-06-30
Wealthfront Advisers LLC 10,927,014 24,030,785 55% 2020-06-30
DIAM Co., Ltd. 9,917,822 8,185,432 21% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,722,960 8,395,958 16% 2020-06-30
RAYMOND JAMES & ASSOCIATES 9,257,801 10,006,989 7% 2020-06-30
M&T BANK CORP 8,466,832 8,411,115 1% 2020-06-30
Retirement Systems of Alabama 7,509,120 7,602,836 1% 2020-06-30
Nationwide Fund Advisors 7,425,687 9,449,612 21% 2020-06-30
BANK OF NOVA SCOTIA / 7,359,550 0 New Buy 2020-06-30
Varma Mutual Pension Insurance Co 6,941,472 0 New Buy 2020-06-30
STATE STREET CORP 6,851,540 7,473,080 8% 2020-06-30
Betterment LLC 6,222,900 6,130,098 2% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 5,969,926 0 New Buy 2020-06-30
FRANKLIN RESOURCES INC 5,786,184 4,043,857 43% 2020-06-30
OLD MISSION CAPITAL LLC 5,641,897 175,083 3,122% 2020-06-30
Ensign Peak Advisors, Inc 5,504,659 5,495,659 0% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 5,403,965 4,098,619 32% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 7,940 7,940 No Change 2020-06-30
HAVERFORD TRUST CO 5,298,506 5,381,258 2% 2020-06-30
BB&T CORP 5,109,697 0 New Buy 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 5,090,815 5,177,316 2% 2020-06-30
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 4,599,100 4,729,100 3% 2020-06-30
ROYAL BANK OF CANADA 4,546,263 0 New Buy 2020-06-30
Bank of New York Mellon CORP 4,420,220 4,515,144 2% 2020-06-30
ALLIANCEBERNSTEIN L.P. 3,967,272 3,854,193 3% 2020-06-30
NextCapital Advisers, Inc. 3,744,423 3,345,744 12% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 3,630,000 0 New Buy 2020-06-30
Jordan Park Group LLC 3,570,262 5,878,554 39% 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3,538,541 3,428,141 3% 2020-06-30
GOLDMAN SACHS GROUP INC 48,637 0 New Buy 2020-06-30
Amerivest Investment Management LLC 3,168,236 3,068,558 3% 2020-06-30
Charles Schwab Investment Advisory, Inc. 2,919,540 0 New Buy 2020-06-30
AMERIPRISE FINANCIAL INC 2,899,181 0 New Buy 2020-06-30
Ilmarinen Mutual Pension Insurance Co 2,859,352 3,360,088 15% 2020-06-30
MEMBERS Trust Co 2,679,654 0 New Buy 2020-06-30
HSBC HOLDINGS PLC 2,630,533 0 New Buy 2020-06-30
LAZARD ASSET MANAGEMENT LLC 2,579,257 206,637 1,148% 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 2,532,274 2,655,244 5% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 2,473,707 2,678,560 8% 2020-06-30
ALLSTATE CORP 162,447 162,447 No Change 2020-06-30
Mirae Asset Global Investments Co., Ltd. 2,454,796 2,727,146 10% 2020-06-30
REGENTATLANTIC CAPITAL LLC 2,363,274 2,400,422 2% 2020-06-30
Savant Capital Management Inc 2,293,512 2,103,926 9% 2020-06-30
Grantham, Mayo, Van Otterloo & Co. LLC 2,218,987 4,162,207 47% 2020-06-30
NORTHERN TRUST CORP 2,188,126 0 New Buy 2020-06-30
MARTIN CURRIE LTD 2,136,127 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 6,270 0 New Buy 2020-06-30
RiverFront Investment Group, LLC 2,097,892 2,106,935 0% 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,967,172 2,439,131 19% 2020-06-30
Ballentine, Finn & Company, Inc. 1,864,191 2,071,346 10% 2020-06-30
ALESCO ADVISORS LLC 1,857,619 1,786,553 4% 2020-06-30
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,840,000 2,040,000 10% 2020-06-30
FIFTH THIRD BANCORP 1,835,165 2,345,739 22% 2020-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 1,786,519 3,324,674 46% 2020-06-30
Wharton Business Group, LLC 1,676,049 2,236,373 25% 2020-06-30
Hamilton Capital Management, Inc. 1,670,671 0 New Buy 2020-06-30
LINCOLN NATIONAL CORP 895 1,785,229 100% 2020-06-30
Clal Insurance Enterprises Holdings Ltd 1,549,140 0 New Buy 2020-06-30
Toroso Investments, LLC 1,495,639 0 New Buy 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 1,415,126 1,782,703 21% 2020-06-30
STATE OF WISCONSIN INVESTMENT BOARD 1,359,700 1,359,700 No Change 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 1,333,477 1,304,805 2% 2020-06-30
AQR CAPITAL MANAGEMENT LLC 1,321,021 1,350,228 2% 2020-06-30
STRATEGIC INVESTMENT MANAGEMENT 1,257,311 2,116,821 41% 2020-06-30
Stairway Partners, LLC 1,213,332 1,168,297 4% 2020-06-30
EVERETT HARRIS & CO /CA/ 1,209,801 1,447,125 16% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,189,920 0 New Buy 2020-06-30
3EDGE Asset Management, LP 1,188,924 0 New Buy 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,157,465 1,345,946 14% 2020-06-30
Alaska Permanent Capital Management 1,156,309 0 New Buy 2020-06-30
Cresset Asset Management, LLC 1,144,634 0 New Buy 2020-06-30
WESTWOOD HOLDINGS GROUP INC 1,126,191 748,775 50% 2020-06-30
Adventist Health System/ West 1,109,040 0 New Buy 2020-06-30
Elm Partners Management LLC 1,104,114 0 New Buy 2020-06-30
NISA INVESTMENT ADVISORS L L C 1,065,893 1,134,993 6% 2020-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,064,300 1,339,700 21% 2020-06-30
SYNOVUS FINANCIAL CORP 1,050,348 706,242 49% 2020-06-30
H D Vest Advisory Services 1,022,142 965,708 6% 2020-06-30
AE Wealth Management LLC 1,010,048 1,024,656 1% 2020-06-30
Modera Wealth Management, LLC 1,005,057 972,368 3% 2020-06-30
Sawtooth Asset Management, Inc. 992,963 0 New Buy 2020-06-30
CITIGROUP INC 987,932 669,420 48% 2020-06-30
ASPIRIANT, LLC 987,194 1,702,375 42% 2020-06-30
SEI INVESTMENTS CO 969,581 675,233 44% 2020-06-30
Edge Capital Group, LLC 968,428 933,484 4% 2020-06-30
CKW FINANCIAL GROUP 964,966 1,214,134 21% 2020-06-30
FLOW TRADERS U.S. LLC 957,821 204,679 368% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 953,490 1,161,473 18% 2020-06-30
YCMNET ADVISORS INC 927,823 910,221 2% 2020-06-30
BROWN ADVISORY HOLDINGS INC 124 0 New Buy 2020-06-30
DRW Securities, LLC 902,507 2,280,862 60% 2020-06-30
Susquehanna International Group, LLP 828,917 292,200 184% 2020-06-30
People's United Financial, Inc. 793,156 892,032 11% 2020-06-30
Hirtle Callaghan & Co Inc 774,755 626,980 24% 2020-06-30
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 743,989 698,314 7% 2020-06-30
Balentine LLC 343,034 340,375 1% 2020-06-30
DRIEHAUS CAPITAL MANAGEMENT LLC 716,829 485,280 48% 2020-06-30
Mariner Wealth Advisors, LLC 716,807 738,132 3% 2020-06-30
Neuberger Berman Group LLC 704,019 672,582 5% 2020-06-30
Empirical Financial Services, LLC 690,219 602,413 15% 2020-06-30
Abundance Wealth Counselors 686,514 700,652 2% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 682,288 0 New Buy 2020-06-30
BARCLAYS PLC 680,195 702,397 3% 2020-06-30
SigFig Wealth Management, LLC 668,509 627,326 7% 2020-06-30
Clarius Group, LLC 668,028 672,934 1% 2020-06-30
GRIMES & COMPANY, INC. 655,161 102,250 541% 2020-06-30
MAI Wealth Advisors 651,470 683,010 5% 2020-06-30
Private Advisor Group, LLC 650,046 678,552 4% 2020-06-30
Laidlaw Wealth Management LLC 643,687 0 New Buy 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 623,092 670,565 7% 2020-06-30
Connecticut Wealth Management, LLC 619,285 24,222 2,457% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 608,555 663,808 8% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 596,051 0 New Buy 2020-06-30
BRINKER CAPITAL INC 592,066 678,133 13% 2020-06-30
Stratos Wealth Partners, LTD. 588,733 585,898 0% 2020-06-30
Veritable, L.P. 570,403 590,153 3% 2020-06-30
University of Massachusetts Foundation, Inc. 567,297 573,021 1% 2020-06-30
CAMBRIDGE TRUST CO 561,521 553,577 1% 2020-06-30
Oak Hill Investment Management, L.P. 561,127 1,947,761 71% 2020-06-30
WHITTIER TRUST CO 556,191 615,558 10% 2020-06-30
AdvicePeriod, LLC 9,814 0 New Buy 2020-06-30
Swan Wealth Advisors, Inc. 547,400 561,510 3% 2020-06-30
HighTower Advisors, LLC 546,562 640,364 15% 2020-06-30
Altium Wealth Management LLC 535,032 553,544 3% 2020-06-30
NorthCoast Asset Management LLC 528,971 736,387 28% 2020-06-30
Janney Montgomery Scott LLC 518,150 1,113,938 53% 2020-06-30
Pathstone Family Office, LLC 514,370 49,079 948% 2020-06-30
SCHRODER INVESTMENT MANAGEMENT GROUP 498,622 0 New Buy 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 489,156 456,982 7% 2020-06-30
STATE BANK & TRUST 488,908 712,151 31% 2020-06-30
BDO Wealth Advisors, LLC 487,533 472,327 3% 2020-06-30
ATRIA INVESTMENTS LLC 486,872 0 New Buy 2020-06-30
BESSEMER GROUP INC 484,784 489,404 1% 2020-06-30
Heritage Wealth Advisors 484,521 0 New Buy 2020-06-30
Tarbox Group, Inc. 482,012 371,483 30% 2020-06-30
GEODE CAPITAL MANAGEMENT LLC 477,863 0 New Buy 2020-06-30
REGIONS FINANCIAL CORP 476,178 554,785 14% 2020-06-30
BESSEMER SECURITIES LLC 469,715 469,715 No Change 2020-06-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 460,895 1,031,312 55% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 458,785 499,097 8% 2020-06-30
FDx Advisors, Inc. 432,448 88,233 390% 2020-06-30
QUATTRO FINANCIAL ADVISORS LLC 426,995 163,978 160% 2020-06-30
Comprehensive Portfolio Management, LLC 419,662 751,723 44% 2020-06-30
APCM Wealth Management for Individuals 418,677 0 New Buy 2020-06-30
UMB BANK N A/MO 414,689 550,574 25% 2020-06-30
Parallel Advisors, LLC 388,356 340,677 14% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 384,123 350,841 9% 2020-06-30
Conrad N. Hilton Foundation 372,401 1,234,955 70% 2020-06-30
WOLVERINE TRADING, LLC 371,533 242,840 53% 2020-06-30
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 369,040 383,285 4% 2020-06-30
DIVERGENT WEALTH ADVISORS, LLC 360,440 443,909 19% 2020-06-30
FIERA SCEPTRE INC. 358,933 371,746 3% 2020-06-30
Capital Analysts, Inc. 358,929 370,955 3% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 358,774 550,671 35% 2020-06-30
ING INVESTMENT MANAGEMENT LLC 357,012 0 New Buy 2020-06-30
Waldron, LP 356,097 319,454 11% 2020-06-30
RPTC Inc. 350,689 414,904 15% 2020-06-30
CAPITAL ADVISORS INC/OK 348,079 0 New Buy 2020-06-30
NOTTINGHAM ADVISORS, INC. 345,334 467,095 26% 2020-06-30
Baird Financial Group, Inc. 1,342 4,741 72% 2020-06-30
Burns Wealth Management, Inc. 341,511 371,584 8% 2020-06-30
SPC Financial, Inc. 336,625 107,245 214% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 84,190 92,056 9% 2020-06-30
Streettalk Advisors, LLC 332,258 265,968 25% 2020-06-30
MainStreet Investment Advisors LLC 331,912 0 New Buy 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 328,010 322,028 2% 2020-06-30
Magnus Financial Group LLC 325,683 10,403 3,031% 2020-06-30
CAPE COD FIVE CENTS SAVINGS BANK 323,563 288,405 12% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 320,473 283,870 13% 2020-06-30
FIS GROUP, INC. 0 204,648 Sold Out 2020-06-30
F3Logic, LLC 316,763 269,048 18% 2020-06-30
WASHINGTON TRUST CO 315,380 319,757 1% 2020-06-30
First Allied Advisory Services, Inc. 314,140 297,837 5% 2020-06-30
Tortoise Investment Management, LLC 313,482 309,707 1% 2020-06-30
MCF Advisors LLC 310,151 248,900 25% 2020-06-30
First Financial Bank, N.A. - Trust Division 301,909 301,034 0% 2020-06-30
COMMERCE BANK N A/MO 296,746 205,630 44% 2020-06-30
Brand Asset Management Group, Inc. 289,866 296,296 2% 2020-06-30
W. E. Donoghue & Co., LLC 288,797 0 New Buy 2020-06-30
BLB&B Advisors, LLC 288,308 204,392 41% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 282,430 349,594 19% 2020-06-30
CHAI TRUST CO LLC 281,837 235,110 20% 2020-06-30
Ironwood Wealth Management, LLC. 280,694 0 New Buy 2020-06-30
Rainwater Charitable Foundation 275,530 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 264,329 178,472 48% 2020-06-30
FIL Ltd 262,078 296,086 11% 2020-06-30
Milestone Group, Inc. 261,399 308,431 15% 2020-06-30
InterOcean Capital, LLC 259,552 284,579 9% 2020-06-30
MA Private Wealth 258,074 279,258 8% 2020-06-30
Miracle Mile Advisors, LLC 251,999 255,482 1% 2020-06-30
Litman Gregory Asset Management LLC 250,237 226,702 10% 2020-06-30
Columbus Macro, LLC 249,798 195,590 28% 2020-06-30
BLAIR WILLIAM & CO/IL 248,888 378,423 34% 2020-06-30
BANK OF MONTREAL /CAN/ 248,293 324,892 24% 2020-06-30
Aurum Wealth Management Group, LLC 243,341 310,047 22% 2020-06-30
Sontag Advisory, LLC 242,568 166,912 45% 2020-06-30
Ironsides Asset Advisors, LLC 241,936 0 New Buy 2020-06-30
PFG Financial Advisors 241,454 258,525 7% 2020-06-30
CLS INVESTMENT FIRM, LLC 238,934 248,204 4% 2020-06-30
McCutchen Group LLC 234,245 235,454 1% 2020-06-30
Rockefeller Capital Management L.P. 0 256,113 Sold Out 2020-06-30
BANK OF HAWAII 233,794 233,794 No Change 2020-06-30
STERLING INVESTMENT ADVISORS LLC /ADV 233,413 217,921 7% 2020-06-30
Wealthquest Corp 232,137 0 New Buy 2020-06-30
NICOLET ADVISORY SERVICES, LLC 230,452 139,931 65% 2020-06-30
Alaska Permanent Fund Corp 227,934 250,000 9% 2020-06-30
Kuntz Lesher Capital LLC 227,920 224,382 2% 2020-06-30
ALTFEST L J & CO INC 226,866 0 New Buy 2020-06-30
Sumitomo Mitsui Asset Management Company, LTD 223,482 137,081 63% 2020-06-30
Orion Portfolio Solutions, LLC 222,755 0 New Buy 2020-06-30
Ackerman Capital Advisors, LLC 169,314 0 New Buy 2020-06-30
Highland Private Wealth Management 213,574 204,117 5% 2020-06-30
PRUDENTIAL FINANCIAL INC 212,040 212,040 No Change 2020-06-30
BSW Wealth Partners 212,027 205,046 3% 2020-06-30
BCJ Capital Management, LLC 209,410 0 New Buy 2020-06-30
Parkside Investments, LLC 209,299 299,131 30% 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 206,522 20,235 921% 2020-06-30
Paracle Advisors, LLC 206,148 184,022 12% 2020-06-30
TOMPKINS FINANCIAL CORP 204,243 328,660 38% 2020-06-30
HPM Partners LLC 203,630 173,445 17% 2020-06-30
CAPITAL ONE FINANCIAL CORP 202,793 291,746 30% 2020-06-30
CWM, LLC 202,384 852,253 76% 2020-06-30
RPG Investment Advisory, LLC 199,507 200,481 0% 2020-06-30
Integrated Wealth Concepts LLC 199,352 202,876 2% 2020-06-30
Glenview Trust Co 198,213 208,678 5% 2020-06-30
PROEQUITIES, INC. 198,078 77,923 154% 2020-06-30
UNIONBANCAL CORP 196,163 293,092 33% 2020-06-30
Main Management LLC 191,045 199,053 4% 2020-06-30
Financial Engines Advisors L.L.C. 188,666 138,009 37% 2020-06-30
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 187,700 192,200 2% 2020-06-30
SMITHFIELD TRUST CO 187,013 165,019 13% 2020-06-30
Legacy Wealth Partners, Inc. 186,745 0 New Buy 2020-06-30
Bartlett & Co. LLC 186,538 177,861 5% 2020-06-30
Ascent Wealth Partners, LLC 185,436 159,555 16% 2020-06-30
QUADRANT CAPITAL GROUP LLC 184,363 0 New Buy 2020-06-30
RAYMOND JAMES TRUST CO 183,250 169,234 8% 2020-06-30
Coconut Grove Bank 182,446 140,039 30% 2020-06-30
Lee Financial CORP 182,339 217,022 16% 2020-06-30
Financial Network 179,856 178,503 1% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 178,852 70,020 155% 2020-06-30
Pure Financial Advisors, Inc. 178,012 182,947 3% 2020-06-30
Sigma Planning Corp 176,979 202,513 13% 2020-06-30
BP WEALTH MANAGEMENT, LLC 175,931 162,393 8% 2020-06-30
GLENMEDE TRUST CO NA 173,878 191,821 9% 2020-06-30
PINNACLE ASSOCIATES LTD 169,621 194,743 13% 2020-06-30
D. E. Shaw & Co., INC. (David E. Shaw) 169,431 0 New Buy 2020-06-30
Southern Wealth Management, LLP 168,103 160,406 5% 2020-06-30
HANCOCK HOLDING CO 167,615 135,706 24% 2020-06-30
Evensky & Katz, Inc. 164,765 165,789 1% 2020-06-30
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 164,530 114,620 44% 2020-06-30
Feltz Wealth PLAN Inc. 161,179 0 New Buy 2020-06-30
Maxim Capital Management LLC 159,820 172,791 8% 2020-06-30
ANDERSON FISHER LLC 158,828 156,540 1% 2020-06-30
Hanson McClain, Inc. 158,754 160,655 1% 2020-06-30
Matthew Goff Investment Advisor, LLC 157,088 157,633 0% 2020-06-30
Nan Shan Life Insurance Co., Ltd. 156,661 156,661 No Change 2020-06-30
Fairhaven Wealth Management, LLC 155,512 141,296 10% 2020-06-30
SHAKESPEARE WEALTH MANAGEMENT, INC. 153,152 162,225 6% 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 153,048 0 New Buy 2020-06-30
SJA Financial Advisory, LLC 152,417 157,310 3% 2020-06-30
Financial Advocates Investment Management 150,219 132,565 13% 2020-06-30
Global Retirement Partners, LLC 149,448 165,122 9% 2020-06-30
SOL Capital Management CO 148,784 164,526 10% 2020-06-30
NN Investment Partners Holdings N.V. 146,740 145,827 1% 2020-06-30
Probity Advisors, Inc. 146,513 0 New Buy 2020-06-30
GM Advisory Group, Inc. 145,466 0 New Buy 2020-06-30
Asset Dedication, LLC 144,986 145,225 0% 2020-06-30
MEEDER ASSET MANAGEMENT INC 12,312 12,312 No Change 2020-06-30
United Asset Strategies, Inc. 141,835 152,665 7% 2020-06-30
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 139,490 127,423 9% 2020-06-30
FormulaFolio Investments, LLC 139,011 131,648 6% 2020-06-30
Salomon & Ludwin, LLC 138,558 133,290 4% 2020-06-30
Hanlon Investment Management, Inc. 138,359 146,918 6% 2020-06-30
Insight Wealth Strategies, LLC 138,076 142,602 3% 2020-06-30
FINANCIAL COUNSELORS INC 137,729 118,222 17% 2020-06-30
One Capital Management, LLC 137,555 42,569 223% 2020-06-30
LWS Wealth Advisors, Inc. 136,315 122,871 11% 2020-06-30
FINANCIAL LIFE ADVISORS 135,551 133,632 1% 2020-06-30
Single Point Partners, LLC 135,452 136,906 1% 2020-06-30
Warren Averett Asset Management, LLC 134,364 127,258 6% 2020-06-30
AXIOM INTERNATIONAL INVESTORS LLC /DE 134,100 134,800 1% 2020-06-30
TRUE Private Wealth Advisors 133,899 186,278 28% 2020-06-30
CIBC World Markets Inc. 133,648 0 New Buy 2020-06-30
Archetype Wealth Partners, LLC 132,975 163,724 19% 2020-06-30
Daiwa Securities Group Inc. 132,050 132,050 No Change 2020-06-30
PUTNAM FL INVESTMENT MANAGEMENT CO 129,894 122,794 6% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 129,353 0 New Buy 2020-06-30
Towercrest Capital Management 129,282 115,071 12% 2020-06-30
TWO SIGMA SECURITIES, LLC 128,168 0 New Buy 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 127,840 167,201 24% 2020-06-30
Berman Capital Advisors, LLC 0 145,455 Sold Out 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 126,959 115,776 10% 2020-06-30
Rossmore Private Capital 124,726 138,848 10% 2020-06-30
Wakefield Asset Management LLLP 124,352 0 New Buy 2020-06-30
Cougar Global Investments Ltd 124,179 208,200 40% 2020-06-30
Sugarloaf Wealth Management, LLC 123,411 123,175 0% 2020-06-30
Lombard Odier Asset Management (Switzerland) SA 122,665 121,333 1% 2020-06-30
Smith & Howard Wealth Management, LLC 122,103 98,726 24% 2020-06-30
FIRST TRUST ADVISORS LP 121,174 143,769 16% 2020-06-30
Wealth Alliance Advisory Group, LLC 121,096 84,755 43% 2020-06-30
Global Wealth Management Investment Advisory, Inc. 120,131 113,761 6% 2020-06-30
Ariel Capital Advisors, LLC 119,068 117,943 1% 2020-06-30
Multi-Financial Securities Corp 118,802 129,033 8% 2020-06-30
CREDIT SUISSE/ 118,717 0 New Buy 2020-06-30
Rafferty Asset Management, LLC 118,406 188,803 37% 2020-06-30
Stokes Family Office, LLC 117,389 138,576 15% 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 114,915 1,335,604 91% 2020-06-30
Personal Wealth Partners 114,603 126,480 9% 2020-06-30
Resonant Capital Advisors, LLC 113,931 58,648 94% 2020-06-30
Financial Advisory Service, Inc. 111,727 97,497 15% 2020-06-30
TBH Global Asset Management, LLC 111,049 103,612 7% 2020-06-30
PACIFIC CAPITAL WEALTH ADVISORS, INC 110,357 95,765 15% 2020-06-30
Robertson Stephens Wealth Management, LLC 110,258 81,928 35% 2020-06-30
Goss Wealth Management LLC 109,982 205,329 46% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 109,902 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 109,602 0 New Buy 2020-06-30
Financial Partners Group, Inc 108,867 244,549 55% 2020-06-30
Fusion Family Wealth LLC 108,344 56,017 93% 2020-06-30
Community Bank, N.A. 108,020 91,051 19% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 107,772 105,060 3% 2020-06-30
GREAT WEST LIFE ASSURANCE CO /CAN/ 107,661 105,771 2% 2020-06-30
Sepio Capital, LLC 107,296 144,603 26% 2020-06-30
Progeny 3, Inc. 107,280 1,282,880 92% 2020-06-30
AdvisorNet Financial, Inc 107,255 133,564 20% 2020-06-30
Avondale Wealth Management 106,591 97,603 9% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 104,789 121,990 14% 2020-06-30
Orgel Wealth Management, LLC 104,542 0 New Buy 2020-06-30
Alera Investment Advisors, LLC 103,666 21,860 374% 2020-06-30
Yale Capital CORP 103,150 104,350 1% 2020-06-30
Cardinal Strategic Wealth Guidance 102,614 0 New Buy 2020-06-30
Guidance Point Advisors, LLC 102,459 101,806 1% 2020-06-30
Van Hulzen Asset Management, LLC 101,250 120,399 16% 2020-06-30
Lutz Financial Services LLC 100,876 140,702 28% 2020-06-30
Peninsula Wealth, LLC 100,797 41,927 140% 2020-06-30
PENINSULA ASSET MANAGEMENT INC 100,792 108,643 7% 2020-06-30
tru Independence LLC 13,591 4,079 233% 2020-06-30
CHILTON CAPITAL MANAGEMENT LLC 99,268 0 New Buy 2020-06-30
Country Club Trust Company, n.a. 4,854 116,447 96% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 98,125 130,023 25% 2020-06-30
Acropolis Investment Management, LLC 95,942 75,562 27% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 95,740 82,553 16% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 95,615 118,197 19% 2020-06-30
Exchange Capital Management, Inc. 93,988 96,207 2% 2020-06-30
Legacy Financial Advisors, Inc. 92,984 47,203 97% 2020-06-30
Spotlight Asset Group, Inc. 92,779 356,977 74% 2020-06-30
CONNING Asset Management Co. 92,614 92,614 No Change 2020-06-30
Adaptive Financial Consulting, LLC 92,344 0 New Buy 2020-06-30
NORTH STAR ASSET MANAGEMENT INC 92,279 97,181 5% 2020-06-30
Opus Capital Group, LLC 91,850 90,217 2% 2020-06-30
Marietta Wealth Management, LLC 91,728 128,400 29% 2020-06-30
Petix & Botte Co 89,913 45,852 96% 2020-06-30
Round Table Services, LLC 88,953 87,241 2% 2020-06-30
BOSTON RESEARCH & MANAGEMENT INC 88,880 82,246 8% 2020-06-30
Blueprint Investment Partners LLC 86,492 631 13,607% 2020-06-30
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 85,002 0 New Buy 2020-06-30
IndexIQ Advisors LLC 84,583 47,201 79% 2020-06-30
Horizon Investments, LLC/SC 61,724 0 New Buy 2020-06-30
AMG National Trust Bank 82,973 0 New Buy 2020-06-30
Patriot Investment Management Inc. 81,193 83,547 3% 2020-06-30
Altavista Wealth Management, Inc. 81,106 84,648 4% 2020-06-30
King Wealth Management Group, LLC 80,797 68,536 18% 2020-06-30
HERITAGE INVESTORS MANAGEMENT CORP 80,771 78,471 3% 2020-06-30
SCOTIA CAPITAL INC. 80,188 23,615 240% 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 79,042 79,298 0% 2020-06-30
Clark Capital Management Group, Inc. 78,381 0 New Buy 2020-06-30
CONDOR CAPITAL MANAGEMENT 77,932 75,583 3% 2020-06-30
GRAYBILL BARTZ & ASSOC LTD 77,100 76,900 0% 2020-06-30
Gerber Kawasaki Wealth & Investment Management 76,947 106,413 28% 2020-06-30
FRONT BARNETT ASSOCIATES LLC 76,825 76,965 0% 2020-06-30
MOODY NATIONAL BANK TRUST DIVISION 76,426 71,964 6% 2020-06-30
Mountain Capital Investment Advisors, Inc 76,424 77,988 2% 2020-06-30
Harbour Capital Advisors, LLC 76,420 75,740 1% 2020-06-30
Johnson Financial Group, Inc. 76,239 65,237 17% 2020-06-30
Gladstone Institutional Advisory LLC 75,317 0 New Buy 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 74,685 14,458 417% 2020-06-30
NBT BANK N A /NY 73,863 66,223 12% 2020-06-30
Ullmann Financial Group, Inc. 73,370 71,250 3% 2020-06-30
Dorsey & Whitney Trust CO LLC 72,960 71,792 2% 2020-06-30
C-J Advisory, Inc 71,737 74,505 4% 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 71,542 10,924 555% 2020-06-30
Wilshire Associates Inc 71,503 0 New Buy 2020-06-30
ARGI Investment Services, LLC 70,990 101,549 30% 2020-06-30
DAVIDSON D A & CO 70,605 40,000 77% 2020-06-30
Intelligence Driven Advisers, LLC 13,377 0 New Buy 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 70,109 61,541 14% 2020-06-30
MACKENZIE FINANCIAL CORP 69,500 0 New Buy 2020-06-30
Private Capital Group, LLC 69,051 67,572 2% 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 68,957 72,535 5% 2020-06-30
Mackey Komara & Dankovich, LLC 68,783 74,504 8% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 68,125 0 New Buy 2020-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 67,994 67,866 0% 2020-06-30
Private Portfolio Partners LLC 67,619 0 New Buy 2020-06-30
Cranbrook Wealth Management, LLC 67,519 0 New Buy 2020-06-30
Cypress Capital, LLC 67,252 0 New Buy 2020-06-30
Investure LLC 67,100 29,975 124% 2020-06-30
Cedar Brook Financial Partners, LLC 66,392 61,661 8% 2020-06-30
Astoria Strategic Wealth, Inc. 65,955 47,614 39% 2020-06-30
Mandatum Life Insurance Co Ltd 65,784 65,751 0% 2020-06-30
IHT Wealth Management, LLC 65,596 96,233 32% 2020-06-30
SAGE RHINO CAPITAL LLC 65,543 67,244 3% 2020-06-30
Pointe Capital Management LLC 65,390 65,020 1% 2020-06-30
Northwest Bancshares, Inc. 65,005 0 New Buy 2020-06-30
LBMC INVESTMENT ADVISORS, LLC 64,999 86,256 25% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 64,841 62,737 3% 2020-06-30
Argent Trust Co 64,639 79,164 18% 2020-06-30
Equitable Holdings, Inc. 54,730 0 New Buy 2020-06-30
Sailer Financial LLC 64,273 62,708 2% 2020-06-30
Fort Point Capital Partners, LLC 63,974 0 New Buy 2020-06-30
Heritage Trust Co 63,902 65,692 3% 2020-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC 62,723 566,001 89% 2020-06-30
VIRIDIAN RIA, LLC 61,649 69,594 11% 2020-06-30
BlueSky Wealth Advisors, LLC 61,244 61,818 1% 2020-06-30
Capital Directions Investment Advisors, LLC 60,895 48,725 25% 2020-06-30
IFP Advisors, Inc 60,879 71,899 15% 2020-06-30
TOWNSQUARE CAPITAL LLC 60,654 28,318 114% 2020-06-30
Sowell Financial Services LLC 60,468 78,522 23% 2020-06-30
Regent Peak Wealth Advisors LLC 59,990 57,408 4% 2020-06-30
Firestone Capital Management 59,825 103,060 42% 2020-06-30
Valeo Financial Advisors, LLC 59,500 57,904 3% 2020-06-30
BLUESTEIN R H & CO 59,385 40,877 45% 2020-06-30
Brouwer & Janachowski, LLC 59,303 63,298 6% 2020-06-30
WESCAP Management Group, Inc. 58,955 58,096 1% 2020-06-30
Cetera Investment Advisers 58,649 63,051 7% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 58,608 53,494 10% 2020-06-30
CENTAURUS FINANCIAL, INC. 57,495 67,183 14% 2020-06-30
Checchi Capital Advisers, LLC 57,441 52,191 10% 2020-06-30
Private Ocean, LLC 57,428 77,924 26% 2020-06-30
Homrich & Berg 56,945 18,287 211% 2020-06-30
PDS Planning, Inc 56,827 0 New Buy 2020-06-30
Day & Ennis, LLC 56,439 59,849 6% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 56,314 52,978 6% 2020-06-30
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 54,994 0 New Buy 2020-06-30
LCNB CORP 54,708 56,963 4% 2020-06-30
Merriman Wealth Management, LLC 54,622 0 New Buy 2020-06-30
55I, LLC 53,670 21,162 154% 2020-06-30
Western Wealth Management, LLC 53,419 57,393 7% 2020-06-30
HARRELL INVESTMENT PARTNERS, LLC 52,628 83,216 37% 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 52,366 14,079 272% 2020-06-30
Armbruster Capital Management, Inc. 52,164 69,232 25% 2020-06-30
STALEY CAPITAL ADVISERS INC 51,900 51,900 No Change 2020-06-30
PrairieView Partners, LLC 51,684 48,846 6% 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 51,514 52,026 1% 2020-06-30
Omega Financial Group, LLC 51,285 50,259 2% 2020-06-30
TWIN CAPITAL MANAGEMENT INC 51,280 54,500 6% 2020-06-30
Apollon Wealth Management, LLC 50,995 37,263 37% 2020-06-30
Colonial Asset Management, Inc. 50,771 52,554 3% 2020-06-30
ASSOCIATED BANC-CORP 50,423 50,077 1% 2020-06-30
Emerald Advisors, LLC 50,102 48,731 3% 2020-06-30
Element Wealth, LLC 49,933 65,241 23% 2020-06-30
Global Financial Private Capital, LLC 49,546 318,298 84% 2020-06-30
Ford Financial Group, Inc. 49,078 112,352 56% 2020-06-30
Cornerstone Wealth Group, LLC 48,671 49,674 2% 2020-06-30
BRIDGES INVESTMENT MANAGEMENT INC 48,124 50,301 4% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 47,820 73,590 35% 2020-06-30
Itau Unibanco Holding S.A. 47,800 0 New Buy 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 47,657 50,744 6% 2020-06-30
FIRST HAWAIIAN BANK 46,977 6,392 635% 2020-06-30
Demars Financial Group, LLC 46,962 0 New Buy 2020-06-30
Auxano Advisors, LLC 46,528 46,969 1% 2020-06-30
PUTNAM INVESTMENTS LLC 46,036 45,101 2% 2020-06-30
COMERICA SECURITIES,INC. 45,982 0 New Buy 2020-06-30
GAM Holding Ltd. 45,900 45,900 No Change 2020-06-30
Banco Santander, S.A. 45,833 48,043 5% 2020-06-30
JUMP TRADING, LLC 45,826 50,564 9% 2020-06-30
Epstein & White Financial LLC 45,623 38,352 19% 2020-06-30
Affinity Capital Advisors, LLC 44,968 33,355 35% 2020-06-30
LAKE STREET FINANCIAL LLC 44,848 42,667 5% 2020-06-30
IEQ CAPITAL, LLC 43,547 26,562 64% 2020-06-30
Dynamic Advisors Solutions LLC 43,196 34,217 26% 2020-06-30
WEBSTER BANK, N. A. 42,972 42,566 1% 2020-06-30
NEXT Financial Group, Inc 15,766 3,515 349% 2020-06-30
Charles Schwab Trust Co 42,012 49,863 16% 2020-06-30
Allen Investment Management LLC 41,958 41,958 No Change 2020-06-30
Relative Value Partners Group, LLC 41,897 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 41,790 9,925 321% 2020-06-30
Koshinski Asset Management, Inc. 41,773 42,953 3% 2020-06-30
CALTON & ASSOCIATES, INC. 41,744 23,428 78% 2020-06-30
Hexavest Inc. 41,503 56,246 26% 2020-06-30
JMG Financial Group, Ltd. 41,387 0 New Buy 2020-06-30
Premise Capital, LLC 41,239 0 New Buy 2020-06-30
WETHERBY ASSET MANAGEMENT INC 41,190 46,959 12% 2020-06-30
Portland Global Advisors LLC 40,943 31,998 28% 2020-06-30
MANAGED ACCOUNT SERVICES INC 40,853 44,309 8% 2020-06-30
Radnor Financial Advisors, LLC 39,929 35,523 12% 2020-06-30
APPLETON PARTNERS INC/MA 39,672 49,343 20% 2020-06-30
CONCENTRIC WEALTH MANAGEMENT, LLC 39,335 39,455 0% 2020-06-30
Twele Capital Management, Inc. 39,210 28,871 36% 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 38,953 61,668 37% 2020-06-30
Asset Planning Services, Ltd. 38,899 41,078 5% 2020-06-30
Evolution Wealth Advisors, LLC 37,981 30,456 25% 2020-06-30
CPCM, LLC 37,677 37,997 1% 2020-06-30
Crescent Grove Advisors, LLC 37,639 37,153 1% 2020-06-30
Wealth Quarterback LLC 37,552 54,128 31% 2020-06-30
Seascape Capital Management 37,457 40,101 7% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 37,167 0 New Buy 2020-06-30
National Asset Management, Inc. 160 67,793 100% 2020-06-30
NICOLET BANKSHARES INC 36,495 21,071 73% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 35,559 40,226 12% 2020-06-30
Coastal Investment Advisors, Inc. 34,923 35,492 2% 2020-06-30
Strategic Wealth Partners, Ltd. 34,770 0 New Buy 2020-06-30
Financial Advisors Network, Inc. 34,307 49,687 31% 2020-06-30
Sensible Financial Planning & Management, LLC. 34,213 33,044 4% 2020-06-30
TRUEWEALTH LLC 33,691 29,472 14% 2020-06-30
Roble, Belko & Company, Inc 33,680 32,984 2% 2020-06-30
FIRST NATIONAL TRUST CO 33,416 65,700 49% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 32,894 158,173 79% 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 32,854 32,529 1% 2020-06-30
BLUE SQUARE ASSET MANAGEMENT, LLC 32,768 62,356 47% 2020-06-30
Beacon Pointe Advisors, LLC 32,406 37,798 14% 2020-06-30
Larson Financial Group LLC 32,143 24,971 29% 2020-06-30
Klingman & Associates, LLC 31,818 24,331 31% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 31,718 34,596 8% 2020-06-30
EATON VANCE MANAGEMENT 31,459 32,458 3% 2020-06-30
HOLLENCREST SECURITIES LLC 31,349 0 New Buy 2020-06-30
Ancora Advisors, LLC 31,271 39,016 20% 2020-06-30
Alpha Omega Wealth Management LLC 30,872 31,062 1% 2020-06-30
Chicago Partners Investment Group LLC 30,833 28,165 9% 2020-06-30
CONFLUENCE INVESTMENT MANAGEMENT LLC 30,782 31,972 4% 2020-06-30
PARK AVENUE SECURITIES LLC 30,607 821,544 96% 2020-06-30
Polaris Wealth Advisers, LLC 30,340 26,387 15% 2020-06-30
ISLAY CAPITAL MANAGEMENT, LLC 30,266 46,552 35% 2020-06-30
Advisory Services Network, LLC 30,225 0 New Buy 2020-06-30
Rehmann Capital Advisory Group 30,057 0 New Buy 2020-06-30
Cutler Group LP 5,600 18,400 70% 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 29,593 17,952 65% 2020-06-30
HYA Advisors, Inc 29,132 22,249 31% 2020-06-30
TFO-TDC, LLC 28,709 5,685 405% 2020-06-30
Truepoint, Inc. 28,610 14,182 102% 2020-06-30
Black Diamond Financial, LLC 28,514 58,380 51% 2020-06-30
GeoWealth Management, LLC 28,341 0 New Buy 2020-06-30
Lowe fs, LLC 28,057 29,567 5% 2020-06-30
Covenant Multifamily Offices, LLC 27,855 29,681 6% 2020-06-30
SPINNAKER TRUST 27,349 709,705 96% 2020-06-30
Keystone Financial Group 27,080 27,193 0% 2020-06-30
Baldrige Asset Management LLC 27,014 27,248 1% 2020-06-30
Carlson Capital Management 26,774 26,964 1% 2020-06-30
FFT WEALTH MANAGEMENT LLC 26,534 509,734 95% 2020-06-30
Montecito Bank & Trust 26,336 36,730 28% 2020-06-30
Csenge Advisory Group 26,321 30,071 12% 2020-06-30
PFG Advisors 26,048 25,406 3% 2020-06-30
Accredited Investors Inc. 26,011 43,449 40% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 25,806 30,284 15% 2020-06-30
BRANDYWINE TRUST CO 25,731 0 New Buy 2020-06-30
Verdence Capital Advisors LLC 25,485 24,590 4% 2020-06-30
Icon Wealth Partners, LLC 25,466 142,020 82% 2020-06-30
Ellevest, Inc. 25,441 2,802 808% 2020-06-30
Wealth Alliance 25,307 0 New Buy 2020-06-30
FIRST UNITED BANK TRUST/ 25,257 23,007 10% 2020-06-30
Column Capital Advisors, LLC 25,106 20,522 22% 2020-06-30
Disciplined Investments, LLC 25,102 24,144 4% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 24,634 25,746 4% 2020-06-30
Veracity Capital LLC 24,623 47,193 48% 2020-06-30
Union Bankshares Corp 24,521 31,056 21% 2020-06-30
CVA Family Office, LLC 24,479 30,231 19% 2020-06-30
Blue Creek Investment Partners, LLC 24,459 26,156 6% 2020-06-30
Merit Financial Group, LLC 24,422 65,204 63% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 23,819 23,893 0% 2020-06-30
Soltis Investment Advisors LLC 23,630 22,457 5% 2020-06-30
Mutual Advisors, LLC 23,498 0 New Buy 2020-06-30
JFS WEALTH ADVISORS, LLC 23,416 24,871 6% 2020-06-30
Shoker Investment Counsel, Inc. 23,231 24,306 4% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 23,199 0 New Buy 2020-06-30
Diversified Trust Co 22,733 24,200 6% 2020-06-30
Intellectus Partners, LLC 22,687 23,269 3% 2020-06-30
Haverford Financial Services, Inc. 22,390 22,390 No Change 2020-06-30
Greenline Partners, LLC 22,319 15,693 42% 2020-06-30
Choate Investment Advisors 21,937 71,348 69% 2020-06-30
Spectrum Management Group, Inc. 21,791 59,391 63% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 21,495 6,280 242% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 21,042 68,357 69% 2020-06-30
PANAGORA ASSET MANAGEMENT INC 20,721 47,234 56% 2020-06-30
Price Wealth Management, Inc. 20,634 58,868 65% 2020-06-30
Copperleaf Capital, LLC 20,538 24,848 17% 2020-06-30
Plancorp, LLC 20,465 20,309 1% 2020-06-30
Personal Capital Advisors Corp 20,375 25,704 21% 2020-06-30
WealthStone, Inc. 20,306 0 New Buy 2020-06-30
M Holdings Securities, Inc. 20,287 151,630 87% 2020-06-30
Head & Associates, LLC 20,127 0 New Buy 2020-06-30
AJ WEALTH STRATEGIES, LLC 20,060 0 New Buy 2020-06-30
Pinnacle Advisory Group, Inc. 19,909 0 New Buy 2020-06-30
Transamerica Financial Advisors, Inc. 19,706 0 New Buy 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 19,581 0 New Buy 2020-06-30
Drexel Morgan & Co. 19,462 24,164 19% 2020-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 19,400 19,400 No Change 2020-06-30
BBR PARTNERS, LLC 19,355 20,341 5% 2020-06-30
FIDUCIARY TRUST CO 19,342 28,983 33% 2020-06-30
Garde Capital, Inc. 19,336 18,892 2% 2020-06-30
Global Strategic Investment Solutions, LLC 19,311 15,447 25% 2020-06-30
Actinver Wealth Management, Inc. 19,260 36,360 47% 2020-06-30
ETF Portfolio Partners, Inc. 19,257 14,875 29% 2020-06-30
Vestmark Advisory Solutions, Inc. 19,200 20,123 5% 2020-06-30
HOWE & RUSLING INC 19,198 28,418 32% 2020-06-30
Intrua Financial, LLC 18,985 0 New Buy 2020-06-30
J.W. COLE ADVISORS, INC. 18,877 0 New Buy 2020-06-30
McNamara Financial Services, Inc. 18,718 16,893 11% 2020-06-30
BRYN MAWR TRUST CO/PA 18,565 19,670 6% 2020-06-30
Evercore Wealth Management, LLC 18,519 25,773 28% 2020-06-30
Argent Advisors, Inc. 18,328 14,362 28% 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 18,060 18,430 2% 2020-06-30
Vivaldi Capital Management, LLC 17,940 18,502 3% 2020-06-30
Arete Wealth Advisors, LLC 17,799 15,733 13% 2020-06-30
BAILARD, INC. 17,782 16,120 10% 2020-06-30
Harborview Advisors, LLC 17,655 8,538 107% 2020-06-30
HM PAYSON & CO 3,572 0 New Buy 2020-06-30
Elevated Capital Advisors, LLC 17,582 0 New Buy 2020-06-30
Hartland & Co., LLC 17,467 18,467 5% 2020-06-30
LPWM LLC 17,355 8,148 113% 2020-06-30
We Are One Seven, LLC 17,340 20,526 16% 2020-06-30
SVB Wealth Advisory, Inc. 17,326 6,721 158% 2020-06-30
River Wealth Advisors LLC 17,278 9,456 83% 2020-06-30
Buckingham Asset Management, LLC 17,272 29,725 42% 2020-06-30
Evanson Asset Management, LLC 17,222 17,187 0% 2020-06-30
Elmwood Wealth Management, Inc. 17,137 0 New Buy 2020-06-30
Blue Fin Capital, Inc. 17,106 19,379 12% 2020-06-30
IFG Advisory, LLC 16,992 22,185 23% 2020-06-30
GARRISON POINT ADVISORS, LLC 16,840 16,840 No Change 2020-06-30
SIGNATUREFD, LLC 16,697 12,970 29% 2020-06-30
Essex Savings Bank 16,687 22,330 25% 2020-06-30
Sandy Spring Bank 16,528 16,518 0% 2020-06-30
CABOT MONEY MANAGEMENT INC 16,440 26,109 37% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 16,098 0 New Buy 2020-06-30
Perennial Investment Advisors, LLC 15,935 26,974 41% 2020-06-30
FIRST MANHATTAN CO 15,878 19,538 19% 2020-06-30
Investors Financial Group, LLC 15,746 16,166 3% 2020-06-30
ROPES WEALTH ADVISORS LLC 15,605 305 5,016% 2020-06-30
TPG Financial Advisors, LLC 15,557 0 New Buy 2020-06-30
Beirne Wealth Consulting Services, LLC 15,495 28,419 45% 2020-06-30
Coastline Trust CO 15,470 8,125 90% 2020-06-30
Cooper Financial Group 15,464 9,395 65% 2020-06-30
Tranquility Partners, LLC 15,408 16,648 7% 2020-06-30
Venture Visionary Partners LLC 15,272 29,198 48% 2020-06-30
Sharkey, Howes & Javer 15,219 100,052 85% 2020-06-30
Aspen Investment Management Inc 15,073 0 New Buy 2020-06-30
Tower Research Capital LLC 14,964 0 New Buy 2020-06-30
Smith, Salley & Associates 14,738 14,886 1% 2020-06-30
Kathmere Capital Management, LLC 14,712 25,769 43% 2020-06-30
Prospera Financial Services 14,399 0 New Buy 2020-06-30
Townsend & Associates, Inc 14,346 9,569 50% 2020-06-30
Verition Fund Managegment LLC 14,343 0 New Buy 2020-06-30
vontobel swiss wealth advisors AG 14,300 0 New Buy 2020-06-30
Squar Milner Financial Services LLC 13,914 0 New Buy 2020-06-30
9258 Wealth Management, LLC 13,874 13,874 No Change 2020-06-30
Somerset Group LLC 13,830 16,507 16% 2020-06-30
EP Wealth Advisors, Inc. 13,799 17,685 22% 2020-06-30
Shone Asset Management LLC 13,635 13,602 0% 2020-06-30
Apex Investment Services, Inc. 13,359 13,195 1% 2020-06-30
Princeton Portfolio Strategies Group LLC 13,308 28,136 53% 2020-06-30
VAUGHAN DAVID INVESTMENTS INC/IL 13,296 0 New Buy 2020-06-30
Capital Investment Advisors, LLC 13,258 14,680 10% 2020-06-30
FineMark National Bank & Trust 13,100 17,612 26% 2020-06-30
W.G. Shaheen & Associates DBA Whitney & Co 12,979 13,019 0% 2020-06-30
Loveless Wealth Management LLC 12,939 13,239 2% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 12,920 13,372 3% 2020-06-30
Brown Advisory Securities, LLC 12,916 20,842 38% 2020-06-30
One Wealth Advisors, LLC 12,713 25,271 50% 2020-06-30
PRUDENTIAL CORP PLC 12,550 15,900 21% 2020-06-30
KDI CAPITAL PARTNERS LLC 12,542 14,511 14% 2020-06-30
Busey Trust CO 12,525 17,294 28% 2020-06-30
CWS Financial Advisors, LLC 12,498 0 New Buy 2020-06-30
CIBC Global Asset Management Inc 12,471 13,188 5% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 12,436 11,564 8% 2020-06-30
TD Capital Management LLC 12,360 13,548 9% 2020-06-30
Budros, Ruhlin & Roe, Inc. 12,353 13,844 11% 2020-06-30
Kingsview Wealth Management, LLC 12,252 13,763 11% 2020-06-30
Stratos Wealth Advisors, LLC 12,251 23,284 47% 2020-06-30
Kingfisher Capital LLC 12,199 85,252 86% 2020-06-30
Bristlecone Advisors, LLC 12,108 17,912 32% 2020-06-30
MAGNOLIA CAPITAL ADVISORS LLC 12,070 11,791 2% 2020-06-30
Advisory Alpha, LLC 11,914 20,325 41% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 11,903 0 New Buy 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 11,843 10,829 9% 2020-06-30
Stelac Advisory Services LLC 11,722 7,400 58% 2020-06-30
CI INVESTMENTS INC. 11,619 0 New Buy 2020-06-30
STRATEGY ASSET MANAGERS LLC 11,172 20,506 46% 2020-06-30
Keudell/Morrison Wealth Management 11,103 12,502 11% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 10,989 11,740 6% 2020-06-30
Quad-Cities Investment Group, LLC 10,979 11,692 6% 2020-06-30
Kerntke Otto McGlone Wealth Management Group 10,914 10,597 3% 2020-06-30
VISTA INVESTMENT MANAGEMENT 10,890 8,347 30% 2020-06-30
SMITH, MOORE & CO. 10,883 0 New Buy 2020-06-30
WEDBUSH MORGAN SECURITIES INC 10,879 14,629 26% 2020-06-30
Apella Capital, LLC 10,844 0 New Buy 2020-06-30
Carnegie Capital Asset Management, LLC 10,733 12,585 15% 2020-06-30
TELEMUS CAPITAL, LLC 10,694 11,015 3% 2020-06-30
OPPENHEIMER & CO INC 10,653 10,740 1% 2020-06-30
NORTH AMERICAN MANAGEMENT CORP 10,607 12,298 14% 2020-06-30
Psagot Investment House Ltd. 10,500 10,500 No Change 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 10,203 0 New Buy 2020-06-30
VIEWPOINT INVESTMENT PARTNERS CORP 10,192 12,162 16% 2020-06-30
Wealthcare Advisory Partners LLC 10,148 9,408 8% 2020-06-30
Bangor Savings Bank 10,147 11,387 11% 2020-06-30
Cornerstone Advisory, LLP 9,041 19,896 55% 2020-06-30
MorganRosel Wealth Management, LLC 10,092 8,615 17% 2020-06-30
Strategic Investment Advisors, Inc 10,085 11,065 9% 2020-06-30
STEPHENS INC /AR/ 10,012 10,520 5% 2020-06-30
Harvest Fund Management Co., Ltd 10,000 10,000 No Change 2020-06-30
RFG Advisory Group, LLC 9,902 45,516 78% 2020-06-30
Summit X, LLC 9,788 57,258 83% 2020-06-30
CYPRESS CAPITAL MANAGEMENT LLC 9,693 13,103 26% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 9,683 8,935 8% 2020-06-30
BOENNING & SCATTERGOOD, INC. 9,619 10,285 6% 2020-06-30
Greytown Advisors Inc. 9,567 0 New Buy 2020-06-30
Emerald Investment Partners, LLC 9,524 27,233 65% 2020-06-30
Brookstone Capital Management 9,396 122,600 92% 2020-06-30
KWMG, LLC 9,390 9,678 3% 2020-06-30
Capital Advisors, Ltd. LLC 9,373 9,536 2% 2020-06-30
Next Capital Management LLC 9,352 19,232 51% 2020-06-30
LGL PARTNERS, LLC 9,343 213,684 96% 2020-06-30
Money Design Co.,Ltd. 9,261 7,358 26% 2020-06-30
Strategic Financial Group, LLC 9,184 10,222 10% 2020-06-30
Savior LLC 9,180 9,205 0% 2020-06-30
Fragasso Group Inc. 9,154 20,098 54% 2020-06-30
Carroll Financial Associates, Inc. 9,084 9,900 8% 2020-06-30
Alliance Wealth Management Group 9,037 0 New Buy 2020-06-30
Legacy Financial Strategies, LLC 9,011 7,069 27% 2020-06-30
Belpointe Asset Management LLC 9,006 0 New Buy 2020-06-30
BROWN BROTHERS HARRIMAN & CO 8,932 0 New Buy 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 8,857 2,755 221% 2020-06-30
KFA Private Wealth Group, LLC 8,775 15,639 44% 2020-06-30
PBMares Wealth Management LLC 8,733 13,013 33% 2020-06-30
Jackson Hole Capital Partners, LLC 8,709 8,709 No Change 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 8,697 10,512 17% 2020-06-30
Wellesley Investment Partners, LLC 8,676 8,676 No Change 2020-06-30
American Financial Advisors, LLC 8,672 8,823 2% 2020-06-30
Strategic Investment Advisors / MI 8,642 36,191 76% 2020-06-30
HUNTINGTON NATIONAL BANK 8,590 7,001 23% 2020-06-30
Legacy Wealth Planning, LLC 8,587 351 2,346% 2020-06-30
Cornerstone Wealth Management, LLC 8,430 0 New Buy 2020-06-30
Hochman Cole Investment Advisors, Inc. 8,388 6,214 35% 2020-06-30
Windsor Group LTD 8,355 8,550 2% 2020-06-30
Strategic Wealth Partners Group LLC 8,299 11,410 27% 2020-06-30
Hubbell Strickland Wealth Management, LLC 8,218 8,165 1% 2020-06-30
Bigelow Investment Advisors, LLC 8,165 8,434 3% 2020-06-30
Efficient Advisors, LLC 8,115 0 New Buy 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 8,113 8,005 1% 2020-06-30
Hillcrest Wealth Advisors - NY, LLC 8,100 6,600 23% 2020-06-30
MATHER GROUP, INC. 8,093 10,803 25% 2020-06-30
Parsec Financial Management, Inc. 8,088 11,106 27% 2020-06-30
Intersect Capital LLC 8,009 0 New Buy 2020-06-30
NorthRock Partners, LLC 7,936 0 New Buy 2020-06-30
BKD Wealth Advisors, LLC 7,903 7,566 4% 2020-06-30
OLD NATIONAL BANCORP /IN/ 7,816 7,816 No Change 2020-06-30
MURPHY CAPITAL MANAGEMENT INC 7,800 0 New Buy 2020-06-30
Kovack Advisors, Inc. 7,782 53,531 85% 2020-06-30
Advocacy Wealth Management Services, LLC 7,737 5,383 44% 2020-06-30
Lavaca Capital LLC 7,726 7,397 4% 2020-06-30
Integrated Advisors Network LLC 5,959 8,173 27% 2020-06-30
Clarkston Capital Partners LLC 7,679 0 New Buy 2020-06-30
McGuire Investment Group, LLC 7,599 7,631 0% 2020-06-30
Sunbelt Securities, Inc. 7,588 0 New Buy 2020-06-30
Eldridge Investment Advisors, Inc. 7,587 27,620 73% 2020-06-30
Keebeck Wealth Management, LLC 7,531 48,739 85% 2020-06-30
Aureus Asset Management, LLC 7,500 7,500 No Change 2020-06-30
Garrison Point Capital, LLC 7,496 0 New Buy 2020-06-30
Perigon Wealth Management, LLC 7,441 6,450 15% 2020-06-30
Inlet Private Wealth, LLC 7,434 7,434 No Change 2020-06-30
JGP Wealth Management, LLC 7,366 6,626 11% 2020-06-30
Independence Bank of Kentucky 7,309 8,644 15% 2020-06-30
Great Point Wealth Advisors, LLC 7,227 7,220 0% 2020-06-30
McAdam, LLC 7,198 8,318 13% 2020-06-30
Edge Wealth Management LLC 7,161 9,508 25% 2020-06-30
Barrett Asset Management, LLC 7,100 6,300 13% 2020-06-30
Proficio Capital Partners LLC 7,099 229 3,000% 2020-06-30
Peak Financial Management, Inc. 7,080 7,239 2% 2020-06-30
Wade Financial Advisory, Inc 7,061 6,786 4% 2020-06-30
Valmark Advisers, Inc. 6,883 7,703 11% 2020-06-30
Independent Advisor Alliance 6,874 6,421 7% 2020-06-30
ROCKLAND TRUST CO 6,808 7,568 10% 2020-06-30
MYCIO WEALTH PARTNERS, LLC 6,808 6,808 No Change 2020-06-30
WESBANCO BANK INC 6,790 7,758 12% 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 6,789 8,823 23% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 6,750 6,691 1% 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 6,695 9,190 27% 2020-06-30
CHARTER TRUST CO 6,676 9,943 33% 2020-06-30
Fortis Capital Management LLC 6,669 8,817 24% 2020-06-30
Legacy Private Trust Co. 6,622 8,591 23% 2020-06-30
Clear Harbor Asset Management, LLC 6,610 8,110 18% 2020-06-30
SevenBridge Financial Group, LLC 6,603 6,519 1% 2020-06-30
VERITY Wealth Advisors 6,559 6,500 1% 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 6,496 0 New Buy 2020-06-30
Angeles Investment Advisors, LLC 6,493 6,493 No Change 2020-06-30
HawsGoodwin Investment Management LLC 6,465 68,862 91% 2020-06-30
LS Investment Advisors, LLC 6,438 6,438 No Change 2020-06-30
Emerson Wealth Management, LLC 6,302 5,227 21% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 6,198 15,045 59% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 6,184 20,900 70% 2020-06-30
Strategic Blueprint, LLC 6,154 0 New Buy 2020-06-30
BRIGHTON JONES LLC 6,150 7,902 22% 2020-06-30
WELCH CAPITAL PARTNERS LLC/NY 6,137 6,137 No Change 2020-06-30
TRUST CO OF VIRGINIA /VA 6,128 6,128 No Change 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,046 5,300 14% 2020-06-30
Opes Wealth Management LLC 5,974 59,738 90% 2020-06-30
Moors & Cabot, Inc. 5,961 6,575 9% 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 5,955 9,429 37% 2020-06-30
RNC CAPITAL MANAGEMENT LLC 5,950 5,950 No Change 2020-06-30
Hilltop Holdings Inc. 5,900 63,909 91% 2020-06-30
Citizens National Bank Trust Department 5,885 0 New Buy 2020-06-30
NICHOLS & PRATT ADVISERS LLP /MA 5,850 5,850 No Change 2020-06-30
DAVENPORT & CO LLC 5,850 8,744 33% 2020-06-30
HARDESTY CAPITAL MANAGEMENT CORP 5,750 5,930 3% 2020-06-30
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 5,722 5,056 13% 2020-06-30
DAVIDSON TRUST CO 5,644 5,644 No Change 2020-06-30
Columbia Trust Co 01012016 5,637 6,689 16% 2020-06-30
Palisade Asset Management, LLC 5,614 5,074 11% 2020-06-30
Courage Miller Partners, LLC 5,613 0 New Buy 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 5,591 5,591 No Change 2020-06-30
Riverpoint Wealth Management Holdings, LLC 5,561 7,007 21% 2020-06-30
Camden Capital, LLC 5,555 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 5,549 9,687 43% 2020-06-30
Bogart Wealth, LLC 5,533 5,633 2% 2020-06-30
Mount Yale Investment Advisors, LLC 5,529 11,967 54% 2020-06-30
Vantage Investment Partners, LLC 5,488 5,488 No Change 2020-06-30
First Heartland Consultants, Inc. 5,480 7,637 28% 2020-06-30
StrongBox Wealth, LLC 5,432 0 New Buy 2020-06-30
Capital Financial Planning, LLC 5,415 5,025 8% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 5,314 5,314 No Change 2020-06-30
Sound Financial Strategies Group, LLC 5,313 5,282 1% 2020-06-30
CAMDEN NATIONAL BANK 5,262 5,894 11% 2020-06-30
Cypress Capital Group 5,224 7,608 31% 2020-06-30
COURIER CAPITAL CORP 5,174 5,174 No Change 2020-06-30
Freestone Capital Holdings, LLC 5,036 0 New Buy 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 5,029 5,010 0% 2020-06-30
Redhawk Wealth Advisors, Inc. 4,992 4,995 0% 2020-06-30
Lido Advisors, LLC 4,934 10,806 54% 2020-06-30
Inscription Capital, LLC 4,917 0 New Buy 2020-06-30
Lighthouse Financial Advisors, Inc. 4,839 0 New Buy 2020-06-30
Calamos Wealth Management LLC 4,832 0 New Buy 2020-06-30
Teamwork Financial Advisors, LLC 4,816 0 New Buy 2020-06-30
Northwest Capital Management Inc 4,800 6,295 24% 2020-06-30
HERON FINANCIAL GROUP, LLC 4,714 0 New Buy 2020-06-30
NWAM LLC 4,707 48,472 90% 2020-06-30
MATRIX ASSET ADVISORS INC/NY 4,706 0 New Buy 2020-06-30
Lloyd Advisory Services, LLC. 4,706 10,654 56% 2020-06-30
Trust Co 4,699 4,372 7% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 4,679 71,107 93% 2020-06-30
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,645 0 New Buy 2020-06-30
QUANTLAB CAPITAL MANAGEMENT LTD 4,500 0 New Buy 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 4,460 39,386 89% 2020-06-30
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 4,416 0 New Buy 2020-06-30
Covington Capital Management 4,413 15,992 72% 2020-06-30
Aprio Wealth Management, LLC 4,409 0 New Buy 2020-06-30
TCG Advisors, LP 4,328 0 New Buy 2020-06-30
AMERITAS INVESTMENT CORP 4,294 5,850 27% 2020-06-30
Lion Street Advisors, LLC 4,218 6,764 38% 2020-06-30
180 WEALTH ADVISORS, LLC 4,114 12,041 66% 2020-06-30
Estate Counselors, LLC 3,890 119,400 97% 2020-06-30
Stonehage Fleming Financial Services Holdings Ltd 3,837 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 3,805 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 3,629 3,804 5% 2020-06-30
Lakeview Capital Partners, LLC 3,623 14,009 74% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 3,612 3,624 0% 2020-06-30
Banque Cantonale Vaudoise 3,477 5,623 38% 2020-06-30
Sageworth Trust Co 3,450 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 3,328 0 New Buy 2020-06-30
Procyon Private Wealth Partners, LLC 3,240 0 New Buy 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,217 40,446 92% 2020-06-30
COUNTRY TRUST BANK 3,215 3,215 No Change 2020-06-30
Cedar Wealth Management, LLC 3,178 0 New Buy 2020-06-30
Rock Creek Group, LP 3,082 4,012 23% 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 2,945 2,945 No Change 2020-06-30
Arkadios Wealth Advisors 2,932 162 1,710% 2020-06-30
TSFG, LLC 2,689 4,029 33% 2020-06-30
Front Row Advisors LLC 2,546 906 181% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 2,281 0 New Buy 2020-06-30
Massey, Quick & Co., LLC 1,946 369 427% 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 1,940 40,700 95% 2020-06-30
BENJAMIN EDWARDS INC 1,922 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 1,873 1,116 68% 2020-06-30
Pinnacle Bank 1,758 550 220% 2020-06-30
BerganKDV Wealth Management, LLC 1,696 2,470 31% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 1,544 25,144 94% 2020-06-30
Jaffetilchin Investment Partners, LLC 1,483 48,946 97% 2020-06-30
Jacobi Capital Management LLC 1,436 1,829 21% 2020-06-30
EVOKE WEALTH, LLC 1,410 359 293% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 1,407 2,218 37% 2020-06-30
MOTCO 1,395 1,852 25% 2020-06-30
Rosenberg Matthew Hamilton 1,389 5,213 73% 2020-06-30
WEST BANCORPORATION INC 1,378 647 113% 2020-06-30
Investors Research Corp 1,334 1,334 No Change 2020-06-30
Aspire Private Capital, LLC 1,270 23,684 95% 2020-06-30
Atlas Private Wealth Management 1,257 0 New Buy 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,230 0 New Buy 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,140 1,140 No Change 2020-06-30
Filbrandt Wealth Management, LLC 1,132 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 1,103 585 89% 2020-06-30
Gradient Investments LLC 1,096 1,107 1% 2020-06-30
Riverview Trust Co 1,078 1,078 No Change 2020-06-30
Eudaimonia Partners, LLC 1,046 7,481 86% 2020-06-30
Baystate Wealth Management LLC 973 1,306 25% 2020-06-30
Kore Private Wealth LLC 932 0 New Buy 2020-06-30
Zions Bancorporation, N.A. 910 0 New Buy 2020-06-30
Lenox Wealth Management, Inc. 881 1,113 21% 2020-06-30
Financial Architects, Inc 863 662 30% 2020-06-30
Parkside Financial Bank & Trust 856 956 10% 2020-06-30
JNBA Financial Advisors 801 510 57% 2020-06-30
Hudock Moyer Wealth Resources, LLC 800 800 No Change 2020-06-30
AllSquare Wealth Management LLC 782 582 34% 2020-06-30
Glassman Wealth Services 736 1,039 29% 2020-06-30
Semmax Financial Advisors Inc. 735 735 No Change 2020-06-30
CITY HOLDING CO 734 734 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 710 710 No Change 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 681 0 New Buy 2020-06-30
Laurel Wealth Advisors LLC 600 600 No Change 2020-06-30
Summit Investment Advisors, Inc. 592 643 8% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 587 587 No Change 2020-06-30
Modus Advisors, LLC 584 0 New Buy 2020-06-30
HHM Wealth Advisors, LLC 540 500 8% 2020-06-30
Atlas Private Wealth Advisors 526 0 New Buy 2020-06-30
TCTC Holdings, LLC 485 0 New Buy 2020-06-30
TRUST CO OF VERMONT 474 580 18% 2020-06-30
CNB Bank 471 0 New Buy 2020-06-30
HighMark Wealth Management LLC 445 16 2,681% 2020-06-30
Burt Wealth Advisors 431 763 44% 2020-06-30
Canton Hathaway, LLC 425 425 No Change 2020-06-30
First PREMIER Bank 414 211 96% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 392 392 No Change 2020-06-30
Rocky Mountain Advisers, LLC 384 384 No Change 2020-06-30
Horan Securities, Inc. 381 368 4% 2020-06-30
Ironwood Wealth Management, llc 380 158 141% 2020-06-30
Lindbrook Capital, LLC 372 372 No Change 2020-06-30
Gemmer Asset Management LLC 366 0 New Buy 2020-06-30
Jackson, Grant Investment Advisers, Inc. 364 361 1% 2020-06-30
AlphaMark Advisors, LLC 360 410 12% 2020-06-30
THOMAS WHITE INTERNATIONAL LTD 347 1,531 77% 2020-06-30
Principle Wealth Partners LLC 331 0 New Buy 2020-06-30
Weaver Consulting Group 309 170 82% 2020-06-30
Hoover Financial Advisors, Inc. 299 0 New Buy 2020-06-30
SRS Capital Advisors, Inc. 287 0 New Buy 2020-06-30
Certified Advisory Corp 285 218 31% 2020-06-30
OXFORD FINANCIAL GROUP LTD 268 18,177 99% 2020-06-30
Stonebridge Financial Planning Group, LLC 225 225 No Change 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 176 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 175 0 New Buy 2020-06-30
CFM WEALTH PARTNERS LLC 169 169 No Change 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 168 168 No Change 2020-06-30
Winslow, Evans & Crocker, Inc. 160 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 154 7,134 98% 2020-06-30
Retirement Network 135 136 1% 2020-06-30
Versant Capital Management, Inc 129 128 1% 2020-06-30
Pacific Center for Financial Services 127 0 New Buy 2020-06-30
TCI Wealth Advisors, Inc. 122 336 64% 2020-06-30
Carmichael Hill & Associates, Inc. 121 121 No Change 2020-06-30
Hanson Investment Management 119 0 New Buy 2020-06-30
Cordasco Financial Network 108 108 No Change 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 107 106 1% 2020-06-30
FAMILY CAPITAL TRUST CO., NA 105 105 No Change 2020-06-30
McIlrath & Eck, LLC 104 0 New Buy 2020-06-30
Efficient Wealth Management LLC 100 100 No Change 2020-06-30
Bay Harbor Wealth Management, LLC 99 29,118 100% 2020-06-30
Sound Income Strategies, LLC 72 97 26% 2020-06-30
Truvestments Capital LLC 61 0 New Buy 2020-06-30
Gleason Group, Inc. 58 0 New Buy 2020-06-30
Endurance Wealth Management, Inc. 52 0 New Buy 2020-06-30
JJJ Advisors Inc. 49 168 71% 2020-06-30
TrueNorth, Inc. 42 0 New Buy 2020-06-30
WestEnd Advisors, LLC 29 29 No Change 2020-06-30
Red Door Wealth Management, LLC 29 29 No Change 2020-06-30
Affiance Financial, LLC 26 0 New Buy 2020-06-30
Selective Wealth Management 20 20 No Change 2020-06-30
Prestige Wealth Management Group LLC 19 19 No Change 2020-06-30
Providence Capital Advisors, LLC 4 12,541 100% 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 4 0 New Buy 2020-06-30
RMB Capital Management, LLC 0 31,388 Sold Out 2020-06-30
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0 52,509 Sold Out 2020-06-30
PITTENGER & ANDERSON INC 0 912 Sold Out 2020-06-30
Marquette Asset Management Inc. 0 1,646 Sold Out 2020-06-30
IRONWOOD INVESTMENT MANAGEMENT LLC 0 10,675 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 2,212 Sold Out 2020-06-30
FEDERATED INVESTORS INC /PA/ 0 34,875 Sold Out 2020-06-30
FOSTER DYKEMA CABOT & CO INC/MA 0 7,765 Sold Out 2020-06-30
Edgemoor Capital Management, Inc. 0 6,550 Sold Out 2020-06-30
COLONY GROUP LLC 0 12,346 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 37 Sold Out 2020-06-30
Chevy Chase Trust Holdings, Inc. 0 18,857 Sold Out 2020-06-30
B & T Capital Management DBA Alpha Capital Management 0 32,881 Sold Out 2020-06-30
ATHENA CAPITAL ADVISORS LLC 0 8,556 Sold Out 2020-06-30
Timber Creek Capital Management LLC 0 17,143 Sold Out 2020-06-30
ETRADE Capital Management LLC 0 285,420 Sold Out 2020-06-30
Summit Rock Advisors, LLC 0 393,289 Sold Out 2020-06-30
Sage Advisory Services, Ltd.Co. 0 262,901 Sold Out 2020-06-30
GROUP ONE TRADING, L.P. 0 4 Sold Out 2020-06-30
Allianz Asset Management AG 0 9,562 Sold Out 2020-06-30
Concannon Wealth Management, LLC 0 37 Sold Out 2020-06-30
ARGA Investment Management, LP 0 54,249 Sold Out 2020-06-30
Barnett & Company, Inc. 0 587 Sold Out 2020-06-30
Focused Wealth Management, Inc 0 17 Sold Out 2020-06-30
Municipal Employees' Retirement System of Michigan 0 4,098,862 Sold Out 2020-06-30
Bouchey Financial Group Ltd 0 9,662 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 22,541 Sold Out 2020-06-30
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0 7,387 Sold Out 2020-06-30
NewFocus Financial Group, LLC 0 5,605 Sold Out 2020-06-30
Blume Capital Management, Inc. 0 205 Sold Out 2020-06-30
Stonebridge Capital Advisors LLC 0 309 Sold Out 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 0 49,306 Sold Out 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 0 5 Sold Out 2020-06-30
Concorde Asset Management, LLC 0 2,350 Sold Out 2020-06-30
Trexquant Investment LP 0 40,796 Sold Out 2020-06-30
Arlington Capital Management, Inc. 0 9,238 Sold Out 2020-06-30
Patten Group, Inc. 0 19,103 Sold Out 2020-06-30
MV Capital Management, Inc. 0 120,557 Sold Out 2020-06-30
Donald L. Hagan, LLC 0 6,872 Sold Out 2020-06-30
Financial Strategy Network, LLC 0 24,959 Sold Out 2020-06-30
Integrated Investment Consultants, LLC 0 17,190 Sold Out 2020-06-30
Cribstone Capital Management, LLC 0 5 Sold Out 2020-06-30
V Wealth Management,LLC 0 1,442 Sold Out 2020-06-30
Mosaic Family Wealth, LLC 0 10,683 Sold Out 2020-06-30
St. Louis Trust Co 0 9,870 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 57 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 19,396 Sold Out 2020-06-30
Capital Investment Advisory Services, LLC 0 4,813 Sold Out 2020-06-30
Stone House Investment Management, LLC 0 58,589 Sold Out 2020-06-30
GenTrust, LLC 0 8,400 Sold Out 2020-06-30
Good Life Advisors, LLC 0 38,109 Sold Out 2020-06-30
TOTAL INVESTMENT MANAGEMENT INC 0 19,282 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 52,985 Sold Out 2020-06-30
Shepherd Financial Partners LLC 0 5,401 Sold Out 2020-06-30
Fortis Advisors, LLC 0 1,634 Sold Out 2020-06-30
Almanack Investment Partners, LLC. 0 61,491 Sold Out 2020-06-30
AUA CAPITAL MANAGEMENT, LLC 0 1,500 Sold Out 2020-06-30
Capital Bank & Trust Co 0 4,386 Sold Out 2020-06-30
KCS Wealth Advisory 0 13,893 Sold Out 2020-06-30
Hudson Capital Management LLC 0 4,053 Sold Out 2020-06-30
Cypress Wealth Services, LLC 0 50,515 Sold Out 2020-06-30
Monument Capital Management 0 50,293 Sold Out 2020-06-30
Bedel Financial Consulting, Inc. 0 320 Sold Out 2020-06-30
PFS INVESTMENTS INC. 0 171,228 Sold Out 2020-06-30
OmniStar Financial Group, Inc. 0 5,513 Sold Out 2020-06-30
Centerpoint Advisors, LLC 0 395 Sold Out 2020-06-30
Forefront Analytics, LLC 0 64 Sold Out 2020-06-30
CLARET ASSET MANAGEMENT Corp 0 23,324 Sold Out 2020-06-30
HC FINANCIAL ADVISORS INC 0 1,000 Sold Out 2020-06-30
MinichMacGregor Wealth Management, LLC 0 6,872 Sold Out 2020-06-30
CX Institutional 0 61 Sold Out 2020-06-30
Allred Capital Management, LLC 0 129 Sold Out 2020-06-30
FLC Capital Advisors 0 6,410 Sold Out 2020-06-30
Bernardo Wealth Planning LLC 0 43,929 Sold Out 2020-06-30
Pensionmark Financial Group, LLC 0 18,805 Sold Out 2020-06-30
MEANS INVESTMENT CO., INC. 0 4,934 Sold Out 2020-06-30
Outlook Wealth Advisors, LLC 0 29,421 Sold Out 2020-06-30
Enterprise Trust & Investment Co 0 550 Sold Out 2020-06-30
Beacon Harbor Wealth Advisors, Inc. 0 87,766 Sold Out 2020-06-30
MidWestOne Financial Group, Inc. 0 5,890 Sold Out 2020-06-30
Lineweaver Wealth Advisors, LLC 0 105,991 Sold Out 2020-06-30
AlphaCore Capital LLC 0 238 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 122 Sold Out 2020-06-30
Pacifica Partners Inc. 0 94 Sold Out 2020-06-30
Steel Peak Wealth Management LLC 0 109,590 Sold Out 2020-06-30
DOHJ, LLC 0 48,124 Sold Out 2020-06-30
Clarity Wealth Advisors, LLC 0 43,066 Sold Out 2020-06-30
Verde Capital Management 0 72,890 Sold Out 2020-06-30
Key FInancial Inc 0 3,634 Sold Out 2020-06-30
DAN L DUNCAN FOUNDATION 0 95,197 Sold Out 2020-06-30
Capital Wealth Alliance, LLC 0 5,850 Sold Out 2020-06-30
EPG Wealth Management LLC 0 190 Sold Out 2020-06-30
BALLAST ADVISORS LLC 0 1,083 Sold Out 2020-06-30
Core Wealth Advisors, Inc. 0 501 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 9,910 Sold Out 2020-06-30
Archer Investment Corp 0 21 Sold Out 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 0 110 Sold Out 2020-06-30
Royal Fund Management, LLC 0 236 Sold Out 2020-06-30
Wealthsimple US, Ltd. 0 4,925 Sold Out 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 14 Sold Out 2020-06-30
RSM US WEALTH MANAGEMENT LLC 0 16,589 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 561,434 475,654 18% 2020-03-31
Matson Money. Inc. 2,160,116 2,367,501 9% 2020-03-31
DEUTSCHE BANK AG 2,060,108 1,860,106 11% 2020-03-31
MML INVESTORS SERVICES, LLC 693,553 1,266,008 45% 2020-03-31
Gresham Partners, LLC 398,781 652,781 39% 2020-03-31
PagnatoKarp Partners LLC 274,804 323,050 15% 2020-03-31
Regis Management CO LLC 206,137 196,789 5% 2020-03-31
Independence Wealth Advisors, Inc. 202,637 197,573 3% 2020-03-31
Hefren-Tillotson, Inc. 196,446 190,829 3% 2020-03-31
Steward Partners Investment Advisory, LLC 147,977 262,778 44% 2020-03-31
SENTINEL TRUST CO LBA 134,188 279,222 52% 2020-03-31
Argent Wealth Management LLC 88,444 81,135 9% 2020-03-31
Lake Point Wealth Management 88,236 88,796 1% 2020-03-31
UMA Financial Services, Inc. 82,197 131,228 37% 2020-03-31
Princeton Global Asset Management LLC 78,799 42,137 87% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 74,208 77,328 4% 2020-03-31
Strategic Wealth Advisors Group,Inc. 67,316 68,622 2% 2020-03-31
Stratford Consulting, LLC 61,673 10,106 510% 2020-03-31
BOYS ARNOLD & CO INC 59,291 57,126 4% 2020-03-31
PRIVATE TRUST CO NA 38,572 30,346 27% 2020-03-31
Westside Investment Management, Inc. 32,311 0 New Buy 2020-03-31
Atlantic Trust Group, LLC 32,262 34,194 6% 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 30,100 65,000 54% 2020-03-31
Osborn Rohs Williams & Donohoe Ltd 23,364 0 New Buy 2020-03-31
Pennsylvania Trust Co 17,050 0 New Buy 2020-03-31
FIFTH THIRD SECURITIES, INC. 14,485 0 New Buy 2020-03-31
Capital Square, LLC 13,901 14,019 1% 2020-03-31
Resources Investment Advisors, Inc. 13,050 14,195 8% 2020-03-31
Relyea Zuckerberg Hanson LLC 13,027 5,524 136% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 12,837 0 New Buy 2020-03-31
INTL FCSTONE INC. 10,798 14,306 25% 2020-03-31
Wall Street Access Asset Management, LLC 8,454 6,519 30% 2020-03-31
Waterloo Capital, L.P. 8,033 0 New Buy 2020-03-31
Watson Rebecca 7,767 74,719 90% 2020-03-31
Schwab Charitable Fund 7,390 0 New Buy 2020-03-31
Foothills Asset Management, Ltd. 7,234 6,549 10% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 6,900 5,994 15% 2020-03-31
New Capital Management LP 5,910 0 New Buy 2020-03-31
ROWLAND & CO INVESTMENT COUNSEL/ADV 5,162 0 New Buy 2020-03-31
RPg Family Wealth Advisory, LLC 5,062 5,062 No Change 2020-03-31
ACIMA PRIVATE WEALTH, LLC 3,461 4,881 29% 2020-03-31
Golden State Wealth Management, LLC 2,571 0 New Buy 2020-03-31
Center for Financial Planning, Inc. 1,511 1,872 19% 2020-03-31
FIRST FINANCIAL CORP /IN/ 1,495 1,495 No Change 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 291 291 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 25 965 97% 2020-03-31
Willingdon Wealth Management 20 822 98% 2020-03-31
GV Capital Management 0 46,136 Sold Out 2020-03-31
Manchester Capital Management LLC 0 3,658 Sold Out 2020-03-31
Winfield Associates, Inc. 0 7,800 Sold Out 2020-03-31
SIMPLEX TRADING, LLC 0 554 Sold Out 2020-03-31
Krilogy Financial LLC 0 6,062 Sold Out 2020-03-31
Laurel Wealth Advisors, Inc. 0 4,604 Sold Out 2020-03-31
Omnia Family Wealth, LLC 0 82,313 Sold Out 2020-03-31
Silverleafe Capital Partners, LLC 0 45,650 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 237 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 39 Sold Out 2020-03-31
Great Lakes Retirement, Inc. 0 9,388 Sold Out 2020-03-31
CA Family Wealth, LLC 0 10,070 Sold Out 2020-03-31
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