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STOCK TICKER:
ISHARE RS MC GR INDX   (ticker: IWP)
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
TIAA, FSB 415 421 1% 2020-06-30
WELLS FARGO & CO/MN 6,721,874 7,907,355 15% 2020-06-30
MORGAN STANLEY 5,500,786 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 3,599,430 0 New Buy 2020-06-30
UBS Group AG 1,772,533 1,719,733 3% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 9,433 1,692,911 99% 2020-06-30
American Family Insurance Mutual Holding Co 1,437,434 1,310,167 10% 2020-06-30
FMR LLC 5 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 1,298,623 1,343,816 3% 2020-06-30
COMMERCE BANK N A/MO 1,242,645 1,197,772 4% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 909,502 885,193 3% 2020-06-30
WELLINGTON MANAGEMENT CO LLP 868,728 719,514 21% 2020-06-30
AMERIPRISE FINANCIAL INC 772,444 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 753,988 1,094,018 31% 2020-06-30
BB&T CORP 752,144 0 New Buy 2020-06-30
US BANCORP DE 674,215 636,535 6% 2020-06-30
GOLDMAN SACHS GROUP INC 553,395 0 New Buy 2020-06-30
LPL Financial CORP 546,976 495,811 10% 2020-06-30
BESSEMER GROUP INC 518,397 16,741 2,997% 2020-06-30
STEPHENS INC /AR/ 467,393 479,670 3% 2020-06-30
Raymond James Financial Services Advisors, Inc. 339,469 0 New Buy 2020-06-30
J P MORGAN CHASE & CO 308,650 379,777 19% 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 294,526 297,608 1% 2020-06-30
Zions Bancorporation, N.A. 283,848 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 278,138 265,536 5% 2020-06-30
JOHNSON INVESTMENT COUNSEL INC 271,262 274,947 1% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 270,132 245,223 10% 2020-06-30
M&T BANK CORP 266,642 291,322 8% 2020-06-30
Amerivest Investment Management LLC 231,912 253,307 8% 2020-06-30
ROYAL BANK OF CANADA 230,053 0 New Buy 2020-06-30
BARCLAYS PLC 3,490 3,490 No Change 2020-06-30
Advisors Preferred, LLC 219,750 18,332 1,099% 2020-06-30
Sawtooth Asset Management, Inc. 213,647 0 New Buy 2020-06-30
Equitable Holdings, Inc. 30,354 0 New Buy 2020-06-30
AE Wealth Management LLC 198,846 197,360 1% 2020-06-30
HSBC HOLDINGS PLC 186,132 0 New Buy 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 186,128 205,388 9% 2020-06-30
Creative Planning 135,262 173,734 22% 2020-06-30
SRS Capital Advisors, Inc. 179,649 0 New Buy 2020-06-30
Polaris Wealth Advisers, LLC 170,993 117,006 46% 2020-06-30
AMG National Trust Bank 7,139 0 New Buy 2020-06-30
FIFTH THIRD BANCORP 160,049 143,035 12% 2020-06-30
Cedar Mountain Advisors, LLC 152,579 159,388 4% 2020-06-30
BRINKER CAPITAL INC 149,880 152,704 2% 2020-06-30
WADE G W & INC 136,350 140,025 3% 2020-06-30
Baird Financial Group, Inc. 2,111 2,111 No Change 2020-06-30
BADGLEY PHELPS & BELL INC 126,326 132,118 4% 2020-06-30
CITIGROUP INC 124,249 119,033 4% 2020-06-30
BALASA DINVERNO & FOLTZ LLC 123,003 169,103 27% 2020-06-30
Truepoint, Inc. 121,895 132,876 8% 2020-06-30
One Capital Management, LLC 119,450 116,837 2% 2020-06-30
Union Bankshares Corp 112,589 71,595 57% 2020-06-30
BKD Wealth Advisors, LLC 111,964 110,054 2% 2020-06-30
Integrated Investment Consultants, LLC 109,791 109,619 0% 2020-06-30
Bishop & Co Investment Management, LLC 107,101 110,773 3% 2020-06-30
UMB BANK N A/MO 105,611 124,911 15% 2020-06-30
Nuveen Asset Management, LLC 100,000 180,000 44% 2020-06-30
Bank of New York Mellon CORP 97,929 110,025 11% 2020-06-30
Accredited Investors Inc. 97,584 100,128 3% 2020-06-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 97,398 102,033 5% 2020-06-30
Multi-Financial Securities Corp 95,073 98,917 4% 2020-06-30
CWM, LLC 90,007 36,041 150% 2020-06-30
NORTHERN TRUST CORP 84,880 0 New Buy 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 84,055 84,279 0% 2020-06-30
LBJ Family Wealth Advisors, Ltd. 83,344 82,933 0% 2020-06-30
JMG Financial Group, Ltd. 81,741 81,955 0% 2020-06-30
GenWealth Group, Inc. 81,254 0 New Buy 2020-06-30
Proficio Capital Partners LLC 81,045 47,690 70% 2020-06-30
McKinley Carter Wealth Services, Inc. 80,727 88,243 9% 2020-06-30
Covenant Multifamily Offices, LLC 80,200 80,098 0% 2020-06-30
Anfield Capital Management, LLC 79,675 84,375 6% 2020-06-30
Mariner Wealth Advisors, LLC 75,051 50,022 50% 2020-06-30
NorthRock Partners, LLC 74,831 0 New Buy 2020-06-30
Private Advisor Group, LLC 71,835 72,386 1% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 70,748 0 New Buy 2020-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 68,627 70,753 3% 2020-06-30
HighTower Advisors, LLC 66,482 57,105 16% 2020-06-30
EP Wealth Advisors, Inc. 66,392 77,225 14% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 65,318 57,998 13% 2020-06-30
Stearns Financial Services Group 62,785 64,813 3% 2020-06-30
Tolleson Wealth Management, Inc. 62,483 0 New Buy 2020-06-30
FORTE CAPITAL LLC /ADV 61,489 61,371 0% 2020-06-30
Bartlett & Co. LLC 61,126 57,710 6% 2020-06-30
National Asset Management, Inc. 60,374 7,917 663% 2020-06-30
Karp Capital Management Corp 59,974 59,118 1% 2020-06-30
STIFEL FINANCIAL CORP 1,231 0 New Buy 2020-06-30
Financial Network 56,672 56,569 0% 2020-06-30
Hilltop Holdings Inc. 56,197 37,472 50% 2020-06-30
TCG Advisors, LP 53,149 52,685 1% 2020-06-30
BANK OF MONTREAL /CAN/ 53,141 48,663 9% 2020-06-30
WESBANCO BANK INC 51,697 51,948 0% 2020-06-30
RMB Capital Management, LLC 51,136 55,077 7% 2020-06-30
CWH Capital Management, Inc. 50,564 0 New Buy 2020-06-30
TOCQUEVILLE ASSET MANAGEMENT LP 50,173 49,695 1% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 48,819 48,614 0% 2020-06-30
RNC CAPITAL MANAGEMENT LLC 47,623 47,883 1% 2020-06-30
UNIONBANCAL CORP 46,234 54,189 15% 2020-06-30
FURE FINANCIAL CORP 44,785 0 New Buy 2020-06-30
FSA Wealth Management LLC 44,413 0 New Buy 2020-06-30
KMG FIDUCIARY PARTNERS, LLC 43,496 67,061 35% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 43,396 347 12,406% 2020-06-30
HM PAYSON & CO 38,430 0 New Buy 2020-06-30
INSIGHT 2811, INC. 40,447 39,136 3% 2020-06-30
Strategic Wealth Partners Group LLC 39,976 41,955 5% 2020-06-30
Advisor OS, LLC 39,634 0 New Buy 2020-06-30
Braun-Bostich & Associates Inc. 39,595 39,596 0% 2020-06-30
GHP Investment Advisors, Inc. 38,884 38,073 2% 2020-06-30
FIRST MERCHANTS CORP 38,804 37,820 3% 2020-06-30
FIRST CITIZENS BANK & TRUST CO 38,072 50,830 25% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 35,026 0 New Buy 2020-06-30
Chicago Wealth Management, Inc. 34,503 0 New Buy 2020-06-30
Foundations Investment Advisors, LLC 34,485 38,527 10% 2020-06-30
Sequent Asset Management, LLC 33,660 38,660 13% 2020-06-30
Crescent Grove Advisors, LLC 32,793 35,932 9% 2020-06-30
BLAIR WILLIAM & CO/IL 32,715 29,526 11% 2020-06-30
Occidental Asset Management, LLC 32,368 33,290 3% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 32,194 32,372 1% 2020-06-30
Lighthouse Financial Advisors, Inc. 31,701 31,349 1% 2020-06-30
Janney Montgomery Scott LLC 31,533 41,249 24% 2020-06-30
Susquehanna International Group, LLP 31,362 59,275 47% 2020-06-30
HERON FINANCIAL GROUP, LLC 30,817 30,463 1% 2020-06-30
ASSOCIATED BANC-CORP 2,648 3,243 18% 2020-06-30
Spotlight Asset Group, Inc. 29,774 0 New Buy 2020-06-30
Fluent Financial, LLC 27,454 27,991 2% 2020-06-30
Paracle Advisors, LLC 26,526 27,878 5% 2020-06-30
Brookstone Capital Management 26,510 36,394 27% 2020-06-30
L & S Advisors Inc 25,871 29,621 13% 2020-06-30
H D Vest Advisory Services 25,724 8,965 187% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 25,216 0 New Buy 2020-06-30
HMS Capital Management, LLC 2,900 16,809 83% 2020-06-30
Parsec Financial Management, Inc. 24,085 24,471 2% 2020-06-30
GLENMEDE TRUST CO NA 23,840 24,186 1% 2020-06-30
Stonebridge Capital Advisors LLC 23,757 24,724 4% 2020-06-30
FIRST MIDWEST BANK TRUST DIVISION 23,438 34,039 31% 2020-06-30
XML Financial, LLC 23,275 22,139 5% 2020-06-30
HRT FINANCIAL LLC 22,201 0 New Buy 2020-06-30
HIGH POINTE CAPITAL MANAGEMENT LLC 21,650 23,420 8% 2020-06-30
FIRST NATIONAL TRUST CO 21,382 26,125 18% 2020-06-30
COURIER CAPITAL CORP 20,301 20,301 No Change 2020-06-30
Sigma Planning Corp 20,185 29,634 32% 2020-06-30
MEEDER ASSET MANAGEMENT INC 20,055 10,393 93% 2020-06-30
Atlas Brown,Inc. 19,473 17,843 9% 2020-06-30
NEXT Financial Group, Inc 19,375 19,582 1% 2020-06-30
Vision Capital Management, Inc. 19,233 0 New Buy 2020-06-30
Mathes Company, Inc. 18,990 19,315 2% 2020-06-30
NWAM LLC 18,597 10,813 72% 2020-06-30
Eukles Asset Management 18,384 18,346 0% 2020-06-30
REGIONS FINANCIAL CORP 17,401 16,683 4% 2020-06-30
SEI INVESTMENTS CO 17,348 24,910 30% 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 17,264 16,851 2% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 16,849 0 New Buy 2020-06-30
Stratos Wealth Partners, LTD. 16,765 14,138 19% 2020-06-30
BRIGHTON JONES LLC 16,317 16,928 4% 2020-06-30
MV Capital Management, Inc. 15,652 17,683 11% 2020-06-30
Disciplined Investments, LLC 15,588 16,877 8% 2020-06-30
CONGRESS ASSET MANAGEMENT CO /MA 15,475 50,206 69% 2020-06-30
Capital Wealth Alliance, LLC 15,386 15,372 0% 2020-06-30
Powell Investment Advisors, LLC 15,378 14,926 3% 2020-06-30
STRATEGIC WEALTH MANAGEMENT INC /ADV 15,333 0 New Buy 2020-06-30
Windsor Group LTD 15,278 13,984 9% 2020-06-30
Personal Resources Investment & Strategic Management, Inc. 15,223 15,223 No Change 2020-06-30
AdvisorNet Financial, Inc 15,134 17,254 12% 2020-06-30
Partnervest Advisory Services LLC 276 714 61% 2020-06-30
Heritage Wealth Advisors 14,984 0 New Buy 2020-06-30
Starfire Investment Advisers, Inc. 14,967 16,435 9% 2020-06-30
AMERICAN INTERNATIONAL GROUP INC 14,564 17,364 16% 2020-06-30
INVESTMENT PARTNERS LTD /OH/ /ADV 14,377 14,156 2% 2020-06-30
LeJeune Puetz Investment Counsel LLC 14,260 14,260 No Change 2020-06-30
Global Trust Asset Management, LLC 14,259 4,952 188% 2020-06-30
PROEQUITIES, INC. 14,216 13,247 7% 2020-06-30
Ford Financial Group, Inc. 14,110 15,158 7% 2020-06-30
MCF Advisors LLC 13,825 13,889 0% 2020-06-30
Sandy Spring Bank 13,589 13,655 0% 2020-06-30
CAMG Solamere Management, LLC 13,487 13,927 3% 2020-06-30
Financial Partners Group, Inc 13,480 0 New Buy 2020-06-30
Renaissance Technologies(Jim Simons) 13,300 5,300 151% 2020-06-30
AMERITAS INVESTMENT CORP 13,255 12,703 4% 2020-06-30
FINANCIAL COUNSELORS INC 13,239 7,967 66% 2020-06-30
Beacon Pointe Advisors, LLC 13,168 13,953 6% 2020-06-30
BDO Wealth Advisors, LLC 13,005 10,921 19% 2020-06-30
HUNTINGTON NATIONAL BANK 13,000 13,438 3% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 12,975 12,975 No Change 2020-06-30
ING INVESTMENT MANAGEMENT LLC 12,777 0 New Buy 2020-06-30
Calamos Wealth Management LLC 12,700 12,700 No Change 2020-06-30
Global Wealth Management Investment Advisory, Inc. 12,625 13,289 5% 2020-06-30
HPM Partners LLC 12,542 21,381 41% 2020-06-30
IMS Capital Management 12,423 11,242 11% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 12,276 12,276 No Change 2020-06-30
COLONY GROUP LLC 12,184 10,741 13% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 12,106 5,754 110% 2020-06-30
Streettalk Advisors, LLC 11,984 0 New Buy 2020-06-30
Cetera Investment Advisers 11,963 12,274 3% 2020-06-30
Rathbone Brothers plc 11,959 11,909 0% 2020-06-30
Prospera Financial Services 11,731 0 New Buy 2020-06-30
Glenview Trust Co 11,666 13,833 16% 2020-06-30
PINNACLE ASSOCIATES LTD 11,573 10,368 12% 2020-06-30
TSFG, LLC 11,451 11,370 1% 2020-06-30
OPPENHEIMER & CO INC 11,420 11,416 0% 2020-06-30
Southern Wealth Management, LLP 11,251 12,283 8% 2020-06-30
TNB Financial 11,203 11,583 3% 2020-06-30
RSM US WEALTH MANAGEMENT LLC 11,195 74,572 85% 2020-06-30
Global Strategic Investment Solutions, LLC 11,154 0 New Buy 2020-06-30
McAdam, LLC 11,121 4,150 168% 2020-06-30
Elevated Capital Advisors, LLC 10,700 7,258 47% 2020-06-30
EATON VANCE MANAGEMENT 10,649 33,809 69% 2020-06-30
OLD NATIONAL BANCORP /IN/ 10,619 17,261 38% 2020-06-30
Capital Directions Investment Advisors, LLC 10,544 11,017 4% 2020-06-30
Carl P. Sherr & Co., LLC 7,550 0 New Buy 2020-06-30
AMARILLO NATIONAL BANK 10,324 10,857 5% 2020-06-30
SAGE FINANCIAL GROUP INC 10,263 13,282 23% 2020-06-30
DAVIDSON D A & CO 10,102 5,813 74% 2020-06-30
Veritable, L.P. 9,930 9,693 2% 2020-06-30
FCG ADVISORS, LLC 9,781 9,954 2% 2020-06-30
Kovitz Investment Group Partners, LLC 9,702 0 New Buy 2020-06-30
Kingsview Wealth Management, LLC 9,700 6,388 52% 2020-06-30
BBVA USA BANCSHARES INC 9,505 9,460 0% 2020-06-30
BHK Investment Advisors, LLC 9,362 9,387 0% 2020-06-30
MAI Wealth Advisors 9,212 9,148 1% 2020-06-30
SHAKESPEARE WEALTH MANAGEMENT, INC. 9,177 0 New Buy 2020-06-30
Goss Wealth Management LLC 9,019 9,147 1% 2020-06-30
Carnick & Kubik Group, LLC 8,909 8,909 No Change 2020-06-30
Johnson Financial Group, Inc. 8,672 10,469 17% 2020-06-30
Broadleaf Partners, LLC 8,614 8,902 3% 2020-06-30
Hartland & Co., LLC 8,585 9,084 5% 2020-06-30
DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,418 0 New Buy 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,359 9,773 14% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 8,340 12,243 32% 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 8,295 11,199 26% 2020-06-30
AdvicePeriod, LLC 8,291 8,451 2% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 8,287 2,360 251% 2020-06-30
Cordatus Wealth Management LLC 8,267 8,263 0% 2020-06-30
EPG Wealth Management LLC 8,204 8,835 7% 2020-06-30
FRANKLIN RESOURCES INC 8,190 4,783 71% 2020-06-30
Barrett Asset Management, LLC 8,180 8,180 No Change 2020-06-30
ERTS Wealth Advisors, LLC 8,025 0 New Buy 2020-06-30
Certified Advisory Corp 7,952 9,185 13% 2020-06-30
HAVERFORD TRUST CO 7,855 8,445 7% 2020-06-30
MONETA GROUP INVESTMENT ADVISORS INC 7,804 7,172 9% 2020-06-30
Orion Portfolio Solutions, LLC 7,760 0 New Buy 2020-06-30
SUMMIT FINANCIAL GROUP INC 7,710 7,710 No Change 2020-06-30
Cranbrook Wealth Management, LLC 7,706 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 7,662 18,437 58% 2020-06-30
FIRST NATIONAL BANK SIOUX FALLS 7,645 7,645 No Change 2020-06-30
ALESCO ADVISORS LLC 7,150 7,150 No Change 2020-06-30
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 7,104 5,364 32% 2020-06-30
Brickley Wealth Management 7,092 7,241 2% 2020-06-30
PFG Private Wealth Management, LLC 7,039 6,905 2% 2020-06-30
Trexquant Investment LP 6,940 3,925 77% 2020-06-30
FIDUCIARY TRUST CO 6,807 2,944 131% 2020-06-30
Claro Advisors LLC 6,771 2,127 218% 2020-06-30
Hanson McClain, Inc. 6,763 4,555 48% 2020-06-30
Berman Capital Advisors, LLC 6,649 6,640 0% 2020-06-30
Private Capital Group, LLC 6,589 9,026 27% 2020-06-30
SILVERCREST ASSET MANAGEMENT GROUP LLC 6,536 6,648 2% 2020-06-30
WEDGEWOOD INVESTORS INC /PA/ 6,514 6,514 No Change 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 6,473 6,572 2% 2020-06-30
BTC Capital Management, Inc. 6,473 6,473 No Change 2020-06-30
WHITTIER TRUST CO 6,273 11,176 44% 2020-06-30
Paul John Balson 6,226 0 New Buy 2020-06-30
MURPHY CAPITAL MANAGEMENT INC 6,157 6,357 3% 2020-06-30
ROCKLAND TRUST CO 6,128 9,206 33% 2020-06-30
Freestone Capital Holdings, LLC 6,049 6,049 No Change 2020-06-30
Eqis Capital Management, Inc. 5,995 7,478 20% 2020-06-30
StrongBox Wealth, LLC 5,990 3,661 64% 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 5,907 6,838 14% 2020-06-30
Horizon Investment Services, LLC 5,895 2,821 109% 2020-06-30
COZAD ASSET MANAGEMENT INC 5,886 0 New Buy 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 5,856 5,603 5% 2020-06-30
RAYMOND JAMES TRUST CO 5,829 9,775 40% 2020-06-30
CANANDAIGUA NATIONAL CORP 5,734 0 New Buy 2020-06-30
Cooper Financial Group 5,661 5,381 5% 2020-06-30
AJ WEALTH STRATEGIES, LLC 5,583 0 New Buy 2020-06-30
BTR CAPITAL MANAGEMENT INC 5,506 5,506 No Change 2020-06-30
Financial Engines Advisors L.L.C. 5,505 20,947 74% 2020-06-30
CASTLEARK MANAGEMENT LLC 5,500 5,500 No Change 2020-06-30
BlueSky Wealth Advisors, LLC 5,472 5,472 No Change 2020-06-30
OXFORD FINANCIAL GROUP LTD 5,471 5,525 1% 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 5,390 5,386 0% 2020-06-30
BP WEALTH MANAGEMENT, LLC 199 199 No Change 2020-06-30
Regent Investment Management LLC 5,289 2,100 152% 2020-06-30
People's United Financial, Inc. 5,274 5,174 2% 2020-06-30
ENCORE BANK NA 5,263 5,263 No Change 2020-06-30
First Command Bank 5,202 6,564 21% 2020-06-30
First Command Financial Services, Inc. 5,202 6,564 21% 2020-06-30
Argent Trust Co 5,128 8,077 37% 2020-06-30
United Capital Management of KS, Inc. 5,038 5,336 6% 2020-06-30
Burleson & Company, LLC 5,023 5,201 3% 2020-06-30
NTV ASSET MANAGEMENT LLC 4,986 4,986 No Change 2020-06-30
Private Portfolio Partners LLC 4,928 0 New Buy 2020-06-30
Key FInancial Inc 4,928 5,047 2% 2020-06-30
Reynders McVeigh Capital Management, LLC 4,925 4,925 No Change 2020-06-30
Autus Asset Management, LLC 400 5,225 92% 2020-06-30
Kore Private Wealth LLC 4,882 0 New Buy 2020-06-30
Aft, Forsyth & Company, Inc. 4,868 0 New Buy 2020-06-30
BRYN MAWR TRUST CO/PA 4,843 5,522 12% 2020-06-30
Eldridge Investment Advisors, Inc. 4,839 4,839 No Change 2020-06-30
TCF National Bank 4,832 4,661 4% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 4,751 4,751 No Change 2020-06-30
Cascadia Advisory Services, LLC 4,709 0 New Buy 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 4,698 4,778 2% 2020-06-30
Midwest Professional Planners, LTD. 4,696 0 New Buy 2020-06-30
FIRST UNITED BANK TRUST/ 4,575 4,865 6% 2020-06-30
Puplava Financial Services, Inc. 4,543 2,587 76% 2020-06-30
QUADRANT CAPITAL GROUP LLC 4,451 0 New Buy 2020-06-30
Aprio Wealth Management, LLC 4,445 0 New Buy 2020-06-30
Warren Averett Asset Management, LLC 4,427 4,596 4% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 4,334 5,485 21% 2020-06-30
COMERICA SECURITIES,INC. 4,282 0 New Buy 2020-06-30
Venture Visionary Partners LLC 4,272 4,272 No Change 2020-06-30
Capital Analysts, Inc. 4,240 4,240 No Change 2020-06-30
Prestige Wealth Management Group LLC 4,215 4,215 No Change 2020-06-30
Ballew Advisors, Inc 3,040 0 New Buy 2020-06-30
GREENLEAF TRUST 4,196 4,196 No Change 2020-06-30
Verdence Capital Advisors LLC 4,192 3,876 8% 2020-06-30
FineMark National Bank & Trust 4,122 4,375 6% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,086 4,105 0% 2020-06-30
APPLETON PARTNERS INC/MA 4,029 4,139 3% 2020-06-30
Regal Investment Advisors, LLC 4,016 0 New Buy 2020-06-30
LCNB CORP 4,003 4,253 6% 2020-06-30
Burt Wealth Advisors 3,979 4,117 3% 2020-06-30
1ST SOURCE BANK 3,930 3,930 No Change 2020-06-30
Total Wealth Planning, LLC 3,879 3,965 2% 2020-06-30
BANK OF NOVA SCOTIA / 3,844 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 3,821 4,127 7% 2020-06-30
Cohen Capital Management, Inc. 3,813 3,805 0% 2020-06-30
GRT CAPITAL PARTNERS LLC 3,802 3,802 No Change 2020-06-30
Harbour Capital Advisors, LLC 3,790 3,790 No Change 2020-06-30
Sharkey, Howes & Javer 3,775 3,772 0% 2020-06-30
Linscomb & Williams, Inc. 3,728 4,103 9% 2020-06-30
Koshinski Asset Management, Inc. 3,702 0 New Buy 2020-06-30
GARRISON POINT ADVISORS, LLC 3,664 3,864 5% 2020-06-30
SNOW CAPITAL MANAGEMENT LP (Richard Snow) 3,645 0 New Buy 2020-06-30
Advisory Services Network, LLC 3,640 0 New Buy 2020-06-30
Cutler Group LP 400 2,900 86% 2020-06-30
Financial Advisory Service, Inc. 3,579 3,663 2% 2020-06-30
GIRARD PARTNERS LTD. 3,566 2,447 46% 2020-06-30
Arkadios Wealth Advisors 3,559 76 4,583% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 3,527 0 New Buy 2020-06-30
Integrated Wealth Concepts LLC 3,523 0 New Buy 2020-06-30
Mutual Advisors, LLC 3,478 0 New Buy 2020-06-30
Corient Capital Partners, LLC 3,454 3,454 No Change 2020-06-30
Voya Financial Advisors, Inc. 3,446 0 New Buy 2020-06-30
Blue Creek Investment Partners, LLC 3,391 0 New Buy 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 3,311 3,308 0% 2020-06-30
GENEVA CAPITAL MANAGEMENT LTD/WI 3,238 5,288 39% 2020-06-30
SIGNATUREFD, LLC 3,204 3,668 13% 2020-06-30
United Asset Strategies, Inc. 3,203 3,437 7% 2020-06-30
RETIREMENT INCOME SOLUTIONS, INC 3,155 2,857 10% 2020-06-30
Soltis Investment Advisors LLC 3,131 3,131 No Change 2020-06-30
Mosaic Family Wealth, LLC 3,119 3,231 3% 2020-06-30
Western Wealth Management, LLC 3,108 2,696 15% 2020-06-30
Rossmore Private Capital 3,049 3,049 No Change 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 3,033 3,136 3% 2020-06-30
Oakmont Partners LLC 3,008 3,008 No Change 2020-06-30
Allen Investment Management LLC 2,969 2,969 No Change 2020-06-30
Global Retirement Partners, LLC 2,958 2,658 11% 2020-06-30
Capital Financial Planning, LLC 2,916 2,084 40% 2020-06-30
Financial Advocates Investment Management 2,912 3,393 14% 2020-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,876 907 217% 2020-06-30
WAYNE HUMMER ASSET MANAGEMENT CO 2,875 2,875 No Change 2020-06-30
YorkBridge Wealth Partners, LLC 2,868 2,868 No Change 2020-06-30
Prime Capital Investment Advisors, LLC 2,865 117 2,349% 2020-06-30
Legacy Bridge, LLC 2,850 2,850 No Change 2020-06-30
ASPIRIANT, LLC 2,845 2,830 1% 2020-06-30
IHT Wealth Management, LLC 2,808 2,786 1% 2020-06-30
Pathway Financial Advisors LLC 2,800 2,800 No Change 2020-06-30
WESTFIELD CAPITAL MANAGEMENT CO LP 2,780 2,780 No Change 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 2,685 2,804 4% 2020-06-30
IFP Advisors, Inc 2,676 2,760 3% 2020-06-30
McNaughton Wealth Management, LLC 2,672 6,018 56% 2020-06-30
DAVIS R M INC 2,667 2,683 1% 2020-06-30
V Wealth Management,LLC 18 23 22% 2020-06-30
Patten Group, Inc. 2,660 0 New Buy 2020-06-30
Krasney Financial LLC 2,656 2,706 2% 2020-06-30
Massey, Quick & Co., LLC 2,603 2,615 0% 2020-06-30
MERIDIAN MANAGEMENT CO 2,600 2,600 No Change 2020-06-30
SCBT FINANCIAL CORP 2,586 2,371 9% 2020-06-30
Nadler Financial Group, Inc. 2,585 1,945 33% 2020-06-30
SVA Plumb Wealth Management, LLC 2,526 2,526 No Change 2020-06-30
LINCOLN NATIONAL CORP 131 2,562 95% 2020-06-30
CONDOR CAPITAL MANAGEMENT 2,490 0 New Buy 2020-06-30
Essex Savings Bank 2,486 2,292 8% 2020-06-30
First Allied Advisory Services, Inc. 2,469 10,733 77% 2020-06-30
Parallel Advisors, LLC 2,464 2,609 6% 2020-06-30
Homrich & Berg 2,457 2,007 22% 2020-06-30
Cypress Wealth Services, LLC 2,454 2,454 No Change 2020-06-30
Liberty Capital Management, Inc. 2,453 2,493 2% 2020-06-30
CULLEN FROST BANKERS INC 0 312 Sold Out 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 2,428 2,428 No Change 2020-06-30
Magnus Financial Group LLC 2,420 2,457 2% 2020-06-30
Icon Wealth Partners, LLC 2,417 2,417 No Change 2020-06-30
BROWN ADVISORY HOLDINGS INC 13 0 New Buy 2020-06-30
Iron Financial, LLC 2,395 2,395 No Change 2020-06-30
MILLENNIUM MANAGEMENT LLC 2,388 0 New Buy 2020-06-30
Advisors Capital Management, LLC 2,333 3,457 33% 2020-06-30
Smith, Salley & Associates 2,329 2,329 No Change 2020-06-30
Gilbert & Cook, Inc. 2,317 3,806 39% 2020-06-30
GYL FINANCIAL SYNERGIES, LLC 2,282 3,024 25% 2020-06-30
Armor Investment Advisors, LLC 2,250 2,250 No Change 2020-06-30
Camden Capital, LLC 2,235 0 New Buy 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 2,228 0 New Buy 2020-06-30
Belpointe Asset Management LLC 2,175 0 New Buy 2020-06-30
Balentine LLC 2,165 2,165 No Change 2020-06-30
WASHINGTON TRUST BANK 2,163 4,239 49% 2020-06-30
FDx Advisors, Inc. 2,155 0 New Buy 2020-06-30
LEGAL & GENERAL GROUP PLC 2,150 2,500 14% 2020-06-30
Squar Milner Financial Services LLC 2,097 2,927 28% 2020-06-30
Ullmann Financial Group, Inc. 2,078 2,078 No Change 2020-06-30
NICOLET ADVISORY SERVICES, LLC 2,076 1,802 15% 2020-06-30
Valeo Financial Advisors, LLC 2,057 2,057 No Change 2020-06-30
Valmark Advisers, Inc. 2,051 1,711 20% 2020-06-30
White Lighthouse Investment Management Inc. 2,040 0 New Buy 2020-06-30
Cresset Asset Management, LLC 2,038 0 New Buy 2020-06-30
BALDWIN BROTHERS INC/MA 2,035 2,035 No Change 2020-06-30
Texas Capital Bank Wealth Management Services Inc 2,023 2,123 5% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 2,015 814 148% 2020-06-30
MainStreet Investment Advisors LLC 2,015 2,155 6% 2020-06-30
Vista Wealth Management Group, LLC 2,000 2,000 No Change 2020-06-30
Northeast Financial Consultants Inc 1,975 1,775 11% 2020-06-30
HBK Sorce Advisory LLC 1,974 1,966 0% 2020-06-30
Pure Financial Advisors, Inc. 1,970 2,172 9% 2020-06-30
Harwood Advisory Group, LLC 1,958 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 1,914 1,914 No Change 2020-06-30
Ballentine, Finn & Company, Inc. 1,902 2,116 10% 2020-06-30
ARGI Investment Services, LLC 1,881 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 1,879 3,873 51% 2020-06-30
Sage Capital Advisors,llc 1,864 1,864 No Change 2020-06-30
PAPP L ROY & ASSOCIATES 1,852 1,850 0% 2020-06-30
MIDDLETON & CO INC/MA 1,850 1,850 No Change 2020-06-30
SMITHFIELD TRUST CO 1,832 2,211 17% 2020-06-30
Williams Jones Wealth Management, LLC. 1,831 0 New Buy 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,824 0 New Buy 2020-06-30
Insight Wealth Strategies, LLC 1,815 2,744 34% 2020-06-30
HOLLENCREST SECURITIES LLC 1,808 0 New Buy 2020-06-30
BLB&B Advisors, LLC 1,808 1,808 No Change 2020-06-30
LAZARD ASSET MANAGEMENT LLC 1,800 1,800 No Change 2020-06-30
Choate Investment Advisors 1,788 0 New Buy 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 1,783 1,960 9% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 1,780 1,780 No Change 2020-06-30
MONECO Advisors, LLC 1,775 1,715 3% 2020-06-30
WHITE PINE CAPITAL LLC 1,771 1,771 No Change 2020-06-30
Tranquility Partners, LLC 1,760 2,186 19% 2020-06-30
Wealthcare Advisory Partners LLC 1,733 1,758 1% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 1,716 0 New Buy 2020-06-30
DAVENPORT & CO LLC 1,715 0 New Buy 2020-06-30
SMITH, MOORE & CO. 1,676 0 New Buy 2020-06-30
Gladstone Institutional Advisory LLC 1,665 0 New Buy 2020-06-30
Argent Advisors, Inc. 1,656 2,065 20% 2020-06-30
FIERA SCEPTRE INC. 1,650 1,650 No Change 2020-06-30
Eudaimonia Partners, LLC 1,644 392 319% 2020-06-30
Oxbow Advisors, LLC 1,640 0 New Buy 2020-06-30
Summit X, LLC 1,631 0 New Buy 2020-06-30
BERKSHIRE ASSET MANAGEMENT INC/PA 1,629 1,709 5% 2020-06-30
MITCHELL MCLEOD PUGH & WILLIAMS INC 1,625 0 New Buy 2020-06-30
RHS Financial, LLC 1,612 1,663 3% 2020-06-30
Ancora Advisors, LLC 1,601 1,601 No Change 2020-06-30
Capital Advisors, Ltd. LLC 1,590 1,102 44% 2020-06-30
VISTA CAPITAL PARTNERS, INC. 1,572 1,872 16% 2020-06-30
FIRST NATIONAL BANK OF OMAHA 1,563 1,891 17% 2020-06-30
WealthTrust Axiom LLC 1,558 0 New Buy 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 1,558 1,558 No Change 2020-06-30
Yale Capital CORP 1,545 0 New Buy 2020-06-30
Fernwood Investment Management, LLC 1,543 0 New Buy 2020-06-30
Goelzer Investment Management, Inc. 1,531 1,887 19% 2020-06-30
Perigon Wealth Management, LLC 1,530 1,530 No Change 2020-06-30
Intersect Capital LLC 1,518 0 New Buy 2020-06-30
S&T BANK/PA 1,509 0 New Buy 2020-06-30
TBH Global Asset Management, LLC 1,501 0 New Buy 2020-06-30
Carroll Financial Associates, Inc. 1,496 1,496 No Change 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,489 2,454 39% 2020-06-30
ROMAN BUTLER FULLERTON & CO 1,488 0 New Buy 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 1,477 1,154 28% 2020-06-30
CAMBRIDGE TRUST CO 1,461 0 New Buy 2020-06-30
TOWNSQUARE CAPITAL LLC 1,460 2,260 35% 2020-06-30
CCG WEALTH MANAGEMENT, LLC 1,457 1,814 20% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 1,448 1,581 8% 2020-06-30
High Falls Advisors, Inc 1,445 0 New Buy 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 1,442 0 New Buy 2020-06-30
OARSMAN CAPITAL, INC. 1,428 0 New Buy 2020-06-30
Rinet Co LLC 1,425 0 New Buy 2020-06-30
WELCH & FORBES LLC 1,423 0 New Buy 2020-06-30
BBK Capital Partners, LLC 1,420 0 New Buy 2020-06-30
Paradigm Financial Partners, LLC 1,406 0 New Buy 2020-06-30
9258 Wealth Management, LLC 1,406 0 New Buy 2020-06-30
BT Wealth Management LLC 1,393 0 New Buy 2020-06-30
Beacon Financial Advisory LLC 1,383 0 New Buy 2020-06-30
SeaCrest Wealth Management, LLC 1,374 0 New Buy 2020-06-30
CAPROCK Group, Inc. 1,350 0 New Buy 2020-06-30
Harborview Advisors, LLC 1,349 0 New Buy 2020-06-30
WRAPMANAGER INC 1,332 0 New Buy 2020-06-30
Robertson Stephens Wealth Management, LLC 1,325 0 New Buy 2020-06-30
TELEMUS CAPITAL, LLC 1,323 1,323 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 1,312 0 New Buy 2020-06-30
Bragg Financial Advisors, Inc 1,305 0 New Buy 2020-06-30
MA Private Wealth 1,301 5,912 78% 2020-06-30
STOCK YARDS BANK & TRUST CO 1,300 0 New Buy 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 1,297 0 New Buy 2020-06-30
EPIQ Capital Group, LLC 1,281 0 New Buy 2020-06-30
Nachman Norwood & Parrott, Inc 1,265 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 1,255 1,496 16% 2020-06-30
AlphaStar Capital Management, LLC 1,248 0 New Buy 2020-06-30
Hoover Financial Advisors, Inc. 1,232 0 New Buy 2020-06-30
Pathstone Family Office, LLC 1,166 0 New Buy 2020-06-30
Change Path, LLC 130 0 New Buy 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,100 1,100 No Change 2020-06-30
WEST BANCORPORATION INC 1,085 1,103 2% 2020-06-30
TRUEWEALTH LLC 1,078 1,028 5% 2020-06-30
BALLAST ADVISORS LLC 1,040 1,040 No Change 2020-06-30
BROWN BROTHERS HARRIMAN & CO 1,010 0 New Buy 2020-06-30
ARCADIA INVESTMENT MANAGEMENT CORP/MI 980 0 New Buy 2020-06-30
CABANA LLC 952 0 New Buy 2020-06-30
Rockbridge Investment Management, LCC 927 0 New Buy 2020-06-30
Lloyd Advisory Services, LLC. 910 940 3% 2020-06-30
Private Ocean, LLC 880 880 No Change 2020-06-30
CENTAURUS FINANCIAL, INC. 874 1,056 17% 2020-06-30
HBC Financial Services, PLLC 850 850 No Change 2020-06-30
Sugarloaf Wealth Management, LLC 834 834 No Change 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 818 818 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 800 846 5% 2020-06-30
Stuart Chaussee & Associates, Inc. 797 0 New Buy 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 794 794 No Change 2020-06-30
DUNCKER STREETT & CO INC 770 770 No Change 2020-06-30
Permanens Capital L.P. 750 0 New Buy 2020-06-30
Evensky & Katz, Inc. 748 746 0% 2020-06-30
JJJ Advisors Inc. 706 0 New Buy 2020-06-30
CITY HOLDING CO 699 932 25% 2020-06-30
Acropolis Investment Management, LLC 694 0 New Buy 2020-06-30
Providence Capital Advisors, LLC 694 730 5% 2020-06-30
Patriot Investment Management Inc. 628 0 New Buy 2020-06-30
Trust Co 609 629 3% 2020-06-30
TRUST CO OF VERMONT 607 607 No Change 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 600 636 6% 2020-06-30
Oakworth Capital, Inc. 585 1,110 47% 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 509 285 79% 2020-06-30
Campbell Wealth Management 509 0 New Buy 2020-06-30
Financial Enhancement Group LLC 500 500 No Change 2020-06-30
Biltmore Family Office, LLC 500 508 2% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 495 495 No Change 2020-06-30
Sterling Investment Advisors, Ltd. 491 491 No Change 2020-06-30
Red Door Wealth Management, LLC 486 54 800% 2020-06-30
CBIZ Investment Advisory Services, LLC 482 482 No Change 2020-06-30
Parkside Financial Bank & Trust 476 533 11% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 471 0 New Buy 2020-06-30
Bogart Wealth, LLC 470 470 No Change 2020-06-30
Bedel Financial Consulting, Inc. 432 432 No Change 2020-06-30
SECURITY NATIONAL TRUST CO 423 423 No Change 2020-06-30
Clarkston Capital Partners LLC 420 0 New Buy 2020-06-30
SALEM INVESTMENT COUNSELORS INC 410 0 New Buy 2020-06-30
Jackson, Grant Investment Advisers, Inc. 409 409 No Change 2020-06-30
Financial Architects, Inc 408 423 4% 2020-06-30
JNBA Financial Advisors 401 401 No Change 2020-06-30
Jacobi Capital Management LLC 400 434 8% 2020-06-30
Carmichael Hill & Associates, Inc. 395 395 No Change 2020-06-30
Pinnacle Bank 366 366 No Change 2020-06-30
Financial Insights, Inc. 360 3,042 88% 2020-06-30
Ambassador Advisors, LLC 350 350 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 346 346 No Change 2020-06-30
Perkins Coie Trust Co 345 345 No Change 2020-06-30
SYM FINANCIAL CORPORATION 334 334 No Change 2020-06-30
HOWE & RUSLING INC 314 404 22% 2020-06-30
Hanson Investment Management 314 0 New Buy 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 308 205 50% 2020-06-30
Gleason Group, Inc. 305 0 New Buy 2020-06-30
STRALEM & CO INC 294 294 No Change 2020-06-30
Ellis Investment Partners, LLC 293 293 No Change 2020-06-30
Stonebridge Financial Planning Group, LLC 289 289 No Change 2020-06-30
Focused Wealth Management, Inc 280 284 1% 2020-06-30
Sonora Investment Management, LLC 280 280 No Change 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 118 274 57% 2020-06-30
Provident Wealth Management, LLC 262 0 New Buy 2020-06-30
Sowell Financial Services LLC 257 381 33% 2020-06-30
Ellevest, Inc. 257 257 No Change 2020-06-30
Glassman Wealth Services 252 252 No Change 2020-06-30
Principle Wealth Partners LLC 252 0 New Buy 2020-06-30
MANCHESTER FINANCIAL INC 250 152 64% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 248 248 No Change 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 242 304 20% 2020-06-30
Tarbox Group, Inc. 238 238 No Change 2020-06-30
Procyon Private Wealth Partners, LLC 236 0 New Buy 2020-06-30
WEBSTER BANK, N. A. 225 225 No Change 2020-06-30
Covington Capital Management 220 237 7% 2020-06-30
ANDERSON FISHER LLC 214 14 1,429% 2020-06-30
Lee Financial CORP 201 201 No Change 2020-06-30
AMERICAN NATIONAL BANK 200 200 No Change 2020-06-30
Fortis Advisors, LLC 195 195 No Change 2020-06-30
ROPES WEALTH ADVISORS LLC 191 191 No Change 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 189 0 New Buy 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 186 0 New Buy 2020-06-30
Brand Asset Management Group, Inc. 184 184 No Change 2020-06-30
Atlas Private Wealth Management 175 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 157 157 No Change 2020-06-30
American Research & Management Co. 142 142 No Change 2020-06-30
Apollon Wealth Management, LLC 136 0 New Buy 2020-06-30
Vectors Research Management, LLC 130 0 New Buy 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 121 151 20% 2020-06-30
Roble, Belko & Company, Inc 120 120 No Change 2020-06-30
WASHINGTON TRUST CO 116 116 No Change 2020-06-30
HARVEST GROUP WEALTH MANAGEMENT, LLC 110 110 No Change 2020-06-30
Hudock Moyer Wealth Resources, LLC 107 107 No Change 2020-06-30
Weaver Consulting Group 103 103 No Change 2020-06-30
AlphaMark Advisors, LLC 100 100 No Change 2020-06-30
RESOURCES MANAGEMENT CORP /CT/ /ADV 100 100 No Change 2020-06-30
Gradient Investments LLC 99 200 51% 2020-06-30
Rice Partnership, LLC 94 94 No Change 2020-06-30
Element Wealth, LLC 92 92 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 90 90 No Change 2020-06-30
Tradewinds Capital Management, LLC 90 90 No Change 2020-06-30
TCI Wealth Advisors, Inc. 85 85 No Change 2020-06-30
Norway Savings Bank 85 85 No Change 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 83 0 New Buy 2020-06-30
Asset Dedication, LLC 55 77 29% 2020-06-30
Your Advocates Ltd., LLP 54 54 No Change 2020-06-30
Cribstone Capital Management, LLC 53 103 49% 2020-06-30
Sound Income Strategies, LLC 50 50 No Change 2020-06-30
Joseph P. Lucia & Associates, LLC 50 50 No Change 2020-06-30
Investors Research Corp 49 49 No Change 2020-06-30
HWG Holdings LP 47 0 New Buy 2020-06-30
Community Bank, N.A. 45 0 New Buy 2020-06-30
Horan Securities, Inc. 44 34 29% 2020-06-30
HC FINANCIAL ADVISORS INC 41 41 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 34 34 No Change 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 34 34 No Change 2020-06-30
Costello Asset Management, INC 30 0 New Buy 2020-06-30
Lindbrook Capital, LLC 25 25 No Change 2020-06-30
SVB Wealth Advisory, Inc. 19 19 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 17 0 New Buy 2020-06-30
CX Institutional 17 0 New Buy 2020-06-30
Selective Wealth Management 10 10 No Change 2020-06-30
Transamerica Financial Advisors, Inc. 6 0 New Buy 2020-06-30
Regal Wealth Group, Inc. 3 3 No Change 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 2 2,000 100% 2020-06-30
Vigilant Capital Management, LLC 0 725 Sold Out 2020-06-30
RHUMBLINE ADVISERS 0 5,236 Sold Out 2020-06-30
FIRST MANHATTAN CO 0 250 Sold Out 2020-06-30
Country Club Trust Company, n.a. 0 5,005 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 200 Sold Out 2020-06-30
OPPENHEIMER ASSET MANAGEMENT INC 0 432 Sold Out 2020-06-30
Calamos Advisors LLC 0 35,500 Sold Out 2020-06-30
DISCIPLINED GROWTH INVESTORS INC /MN 0 20,308 Sold Out 2020-06-30
COMMERZBANK AKTIENGESELLSCHAFT /FI 0 2,408 Sold Out 2020-06-30
BBR PARTNERS, LLC 0 4,723 Sold Out 2020-06-30
Psagot Investment House Ltd. 0 78 Sold Out 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 0 158 Sold Out 2020-06-30
Lakeview Capital Partners, LLC 0 483 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 114,500 Sold Out 2020-06-30
Connecticut Wealth Management, LLC 0 51,453 Sold Out 2020-06-30
Capital Bank & Trust Co 0 1,393 Sold Out 2020-06-30
Spearhead Capital Advisors, LLC 0 12,451 Sold Out 2020-06-30
Emerald Investment Partners, LLC 0 161 Sold Out 2020-06-30
Dougherty Wealth Advisers LLC 0 2,116 Sold Out 2020-06-30
Stratos Wealth Advisors, LLC 0 366 Sold Out 2020-06-30
Sontag Advisory, LLC 0 2,804 Sold Out 2020-06-30
S.A. Mason LLC 0 285 Sold Out 2020-06-30
Madison Asset Management, LLC 0 3,667 Sold Out 2020-06-30
Archer Investment Corp 0 658 Sold Out 2020-06-30
Royal Fund Management, LLC 0 14 Sold Out 2020-06-30
tru Independence LLC 0 51 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 150,750 133,387 13% 2020-03-31
Atlantic Trust Group, LLC 531,224 886,534 40% 2020-03-31
Krilogy Financial LLC 132,162 0 New Buy 2020-03-31
EASTERN BANK 117,577 3,194 3,581% 2020-03-31
MML INVESTORS SERVICES, LLC 89,192 79,939 12% 2020-03-31
Steward Partners Investment Advisory, LLC 54,826 58,247 6% 2020-03-31
ACIMA PRIVATE WEALTH, LLC 20,050 20,050 No Change 2020-03-31
Noven Financial Group, Inc. 15,461 189,743 92% 2020-03-31
Princeton Global Asset Management LLC 8,100 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 7,952 0 New Buy 2020-03-31
CANANDAIGUA NATIONAL BANK & TRUST CO 5,734 5,734 No Change 2020-03-31
Pennsylvania Trust Co 4,489 0 New Buy 2020-03-31
Capital Square, LLC 3,882 4,026 4% 2020-03-31
PRIVATE TRUST CO NA 3,806 4,099 7% 2020-03-31
BOYS ARNOLD & CO INC 3,429 3,394 1% 2020-03-31
Manchester Capital Management LLC 2,507 3,367 26% 2020-03-31
INTL FCSTONE INC. 2,217 0 New Buy 2020-03-31
PagnatoKarp Partners LLC 2,024 2,024 No Change 2020-03-31
JNB Advisors LLC 1,794 0 New Buy 2020-03-31
Arden Trust Co 1,518 9,819 85% 2020-03-31
DEUTSCHE BANK AG 608 608 No Change 2020-03-31
FIRST FINANCIAL CORP /IN/ 530 530 No Change 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 454 50 808% 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 283 283 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 195 178 10% 2020-03-31
Financial Gravity Wealth, Inc. 40 36 11% 2020-03-31
Lake Point Wealth Management 4 4 No Change 2020-03-31
Center for Financial Planning, Inc. 0 163 Sold Out 2020-03-31
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