Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
ISHARES LEHMAN 1-3YR   (ticker: SHY)
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/ 21,723,983 0 New Buy 2020-06-30
MORGAN STANLEY 12,115,688 0 New Buy 2020-06-30
UBS Group AG 0 6,802,935 Sold Out 2020-06-30
WELLS FARGO & CO/MN 6,378,167 5,499,132 16% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 6,371,993 8,115,990 21% 2020-06-30
AMERIPRISE FINANCIAL INC 4,867,181 0 New Buy 2020-06-30
FMR LLC 2 0 New Buy 2020-06-30
Acorns Advisers, LLC 2,985,479 2,522,970 18% 2020-06-30
Richard Bernstein Advisors LLC 2,843,927 3,373,501 16% 2020-06-30
J P MORGAN CHASE & CO 2,724,695 2,661,325 2% 2020-06-30
MEMBERS Trust Co 2,698,774 0 New Buy 2020-06-30
LPL Financial CORP 2,527,798 2,240,829 13% 2020-06-30
MT LUCAS MANAGEMENT CORP 2,347,846 3,516,284 33% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 43,699 0 New Buy 2020-06-30
ROYAL BANK OF CANADA 2,178,620 0 New Buy 2020-06-30
BARCLAYS PLC 3,977 3,977 No Change 2020-06-30
STATE STREET CORP 1,968,450 1,968,450 No Change 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1,570,130 0 New Buy 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,496,200 1,300,328 15% 2020-06-30
Amerivest Investment Management LLC 1,482,299 1,467,103 1% 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,465,799 35,005 4,087% 2020-06-30
Edgehill Endowment Partners, LLC 1,419,191 1,241,864 14% 2020-06-30
STIFEL FINANCIAL CORP 91 0 New Buy 2020-06-30
PineBridge Investments Ltd 1,096,000 0 New Buy 2020-06-30
TIAA, FSB 1,017,102 219,644 363% 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1,001,214 0 New Buy 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 972,173 4,640,384 79% 2020-06-30
BB&T CORP 914,193 0 New Buy 2020-06-30
STEPHENS INC /AR/ 908,377 755,192 20% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 884,275 541,935 63% 2020-06-30
INSIGHT 2811, INC. 838,133 771,848 9% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 834,615 0 New Buy 2020-06-30
Susquehanna International Group, LLP 815,714 1,146,216 29% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 735,738 662,733 11% 2020-06-30
RAYMOND JAMES & ASSOCIATES 728,792 689,288 6% 2020-06-30
COLONY GROUP LLC 722,198 15,145 4,669% 2020-06-30
US BANCORP DE 666,334 378,250 76% 2020-06-30
AE Wealth Management LLC 653,374 458,208 43% 2020-06-30
People's United Financial, Inc. 615,820 405,231 52% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 602,283 577,880 4% 2020-06-30
HighTower Advisors, LLC 5,000 696,843 99% 2020-06-30
Sawtooth Asset Management, Inc. 568,711 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 513,105 468,692 9% 2020-06-30
TRUE Private Wealth Advisors 509,525 520,849 2% 2020-06-30
W. E. Donoghue & Co., LLC 506,397 933,248 46% 2020-06-30
Efficient Advisors, LLC 505,404 0 New Buy 2020-06-30
Bank of New York Mellon CORP 480,001 370,543 30% 2020-06-30
WADE G W & INC 475,688 502,836 5% 2020-06-30
COMERICA SECURITIES,INC. 470,957 0 New Buy 2020-06-30
VCU Investment Management Co 441,365 1,331,214 67% 2020-06-30
Brookstone Capital Management 436,933 811,861 46% 2020-06-30
DT Investment Partners, LLC 428,164 478,828 11% 2020-06-30
CAPITAL ONE FINANCIAL CORP 420,376 452,972 7% 2020-06-30
First Allied Advisory Services, Inc. 394,714 378,244 4% 2020-06-30
HSBC HOLDINGS PLC 387,405 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 386,739 45,973 741% 2020-06-30
Eqis Capital Management, Inc. 380,957 363,385 5% 2020-06-30
Vivaldi Capital Management, LLC 361,898 360,076 1% 2020-06-30
Cypress Capital, LLC 358,317 0 New Buy 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 15,512 15,512 No Change 2020-06-30
GOLDMAN SACHS GROUP INC 346,910 0 New Buy 2020-06-30
SYNOVUS FINANCIAL CORP 342,717 545,681 37% 2020-06-30
Landsberg, Bennett, & Dubbaneh LLC 340,392 242,077 41% 2020-06-30
Janney Montgomery Scott LLC 336,382 382,881 12% 2020-06-30
3EDGE Asset Management, LP 328,834 245,532 34% 2020-06-30
Relative Value Partners Group, LLC 320,109 0 New Buy 2020-06-30
BCJ Capital Management, LLC 317,237 0 New Buy 2020-06-30
CITIGROUP INC 301,279 459,045 34% 2020-06-30
Barry Investment Advisors, LLC 296,752 0 New Buy 2020-06-30
HRT FINANCIAL LLC 286,364 0 New Buy 2020-06-30
AMP Capital Investors Ltd 278,602 0 New Buy 2020-06-30
WOLVERINE TRADING, LLC 268,756 341,896 21% 2020-06-30
Rain Capital Management, LLC 266,515 122,284 118% 2020-06-30
Financial Network 262,996 261,625 1% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 255,557 259,372 1% 2020-06-30
Wellesley Investment Partners, LLC 251,233 186,924 34% 2020-06-30
MOULTON WEALTH MANAGEMENT, INC 243,400 242,476 0% 2020-06-30
Venturi Wealth Management, LLC 241,816 0 New Buy 2020-06-30
Voya Financial Advisors, Inc. 236,158 0 New Buy 2020-06-30
America First Investment Advisors, LLC 234,753 236,902 1% 2020-06-30
Baird Financial Group, Inc. 12,652 11,627 9% 2020-06-30
Titan Capital Management, LLC /CA 225,753 240,275 6% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 225,721 341,972 34% 2020-06-30
Cardan Capital Partners, LLC 225,571 0 New Buy 2020-06-30
ALLIANCEBERNSTEIN L.P. 225,332 809,146 72% 2020-06-30
SCBT FINANCIAL CORP 225,098 120,144 87% 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 224,969 341,791 34% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 224,026 0 New Buy 2020-06-30
CX Institutional 216,682 99,768 117% 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 212,931 0 New Buy 2020-06-30
ARGI Investment Services, LLC 211,924 215,334 2% 2020-06-30
OPPENHEIMER & CO INC 210,987 169,501 24% 2020-06-30
NEXT Financial Group, Inc 14,670 218,159 93% 2020-06-30
Fulcrum Equity Management 196,524 1,360,989 86% 2020-06-30
Mirae Asset Global Investments Co., Ltd. 195,129 184,379 6% 2020-06-30
SFMG, LLC 194,697 935,453 79% 2020-06-30
Ambassador Advisors, LLC 193,670 7,233 2,578% 2020-06-30
Winch Advisory Services, LLC 193,643 322,264 40% 2020-06-30
Mariner Wealth Advisors, LLC 188,809 299,529 37% 2020-06-30
Sigma Planning Corp 187,571 260,622 28% 2020-06-30
Syntal Capital Partners, LLC 184,744 0 New Buy 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 184,176 0 New Buy 2020-06-30
Financial Engines Advisors L.L.C. 182,993 2,808 6,417% 2020-06-30
Creative Planning 180,033 16,639 982% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 178,218 208,237 14% 2020-06-30
NTV ASSET MANAGEMENT LLC 176,255 26,815 557% 2020-06-30
SCOTIA CAPITAL INC. 175,594 170,350 3% 2020-06-30
Wealthquest Corp 173,365 0 New Buy 2020-06-30
Capital Investment Advisory Services, LLC 172,931 218,727 21% 2020-06-30
Traverso Chambers Private Wealth Management, LLC 170,405 162,168 5% 2020-06-30
Estate Counselors, LLC 168,940 0 New Buy 2020-06-30
FIFTH THIRD BANCORP 168,892 182,319 7% 2020-06-30
Freestate Advisors LLC 166,390 358,610 54% 2020-06-30
Multi-Financial Securities Corp 161,018 104,046 55% 2020-06-30
PFS INVESTMENTS INC. 157,879 166,288 5% 2020-06-30
BFSG, LLC 155,788 176,782 12% 2020-06-30
Argent Advisors, Inc. 152,570 119,034 28% 2020-06-30
Columbus Macro, LLC 152,421 150,230 1% 2020-06-30
MIRSKY FINANCIAL MANAGEMENT CORP. 152,282 85,062 79% 2020-06-30
Lido Advisors, LLC 150,342 3,725 3,936% 2020-06-30
Integrated Advisors Network LLC 149,531 165,174 9% 2020-06-30
Biltmore Wealth Management, LLC 148,616 152,933 3% 2020-06-30
Ifrah Financial Services, Inc. 146,539 145,714 1% 2020-06-30
Great Point Wealth Advisors, LLC 146,364 139,438 5% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 146,154 60,441 142% 2020-06-30
CIBC World Markets Inc. 145,970 0 New Buy 2020-06-30
Empirical Finance, LLC 143,762 259,926 45% 2020-06-30
Tuttle Tactical Management LLC 143,300 388,458 63% 2020-06-30
WESBANCO BANK INC 142,213 136,655 4% 2020-06-30
NIEMANN CAPITAL MANAGEMENT INC 141,053 512,854 72% 2020-06-30
GUGGENHEIM CAPITAL LLC 139,113 143,988 3% 2020-06-30
Ironwood Wealth Management, llc 137,159 343,551 60% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 136,873 115,169 19% 2020-06-30
Interactive Financial Advisors 127,608 15,364 731% 2020-06-30
Orion Portfolio Solutions, LLC 126,155 0 New Buy 2020-06-30
High Falls Advisors, Inc 126,130 0 New Buy 2020-06-30
Advanced Asset Management Advisors Inc 125,020 21,688 476% 2020-06-30
Natixis Asset Management 123,214 0 New Buy 2020-06-30
Jackson Wealth Management, LLC 122,926 0 New Buy 2020-06-30
Goss Wealth Management LLC 121,980 192,496 37% 2020-06-30
AFFINIA FINANCIAL GROUP, LLC 120,896 117,491 3% 2020-06-30
Donald L. Hagan, LLC 118,653 133,584 11% 2020-06-30
Perella Weinberg Partners Capital Management LP 115,302 0 New Buy 2020-06-30
Strategic Wealth Partners, Ltd. 113,864 37,522 203% 2020-06-30
CREDIT SUISSE/ 107,164 10,986 875% 2020-06-30
CULLEN FROST BANKERS INC 0 106,851 Sold Out 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 106,469 99,715 7% 2020-06-30
Integrated Wealth Concepts LLC 105,187 26,704 294% 2020-06-30
PROEQUITIES, INC. 104,265 99,797 4% 2020-06-30
AMERICAN INTERNATIONAL GROUP INC 102,300 85,800 19% 2020-06-30
Country Club Trust Company, n.a. 17,921 117,359 85% 2020-06-30
PFG Financial Advisors 100,230 120,200 17% 2020-06-30
F3Logic, LLC 98,678 210,666 53% 2020-06-30
Virtue Capital Management, LLC 97,627 14,537 572% 2020-06-30
Twele Capital Management, Inc. 96,971 93,133 4% 2020-06-30
Belpointe Asset Management LLC 96,614 0 New Buy 2020-06-30
Renaissance Technologies(Jim Simons) 94,700 11,054 757% 2020-06-30
Mader & Shannon Wealth Management, Inc. 93,978 85,444 10% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 91,193 0 New Buy 2020-06-30
AdvicePeriod, LLC 90,893 80,324 13% 2020-06-30
DAVENPORT & CO LLC 89,725 106,542 16% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 89,133 65,753 36% 2020-06-30
Baystate Wealth Management LLC 89,087 86,505 3% 2020-06-30
Maxim Capital Management LLC 88,021 92,653 5% 2020-06-30
Hilltop Holdings Inc. 87,483 238,820 63% 2020-06-30
BLAIR WILLIAM & CO/IL 87,264 63,519 37% 2020-06-30
EATON VANCE MANAGEMENT 87,088 79,912 9% 2020-06-30
Raub Brock Capital Management LP 86,665 95,340 9% 2020-06-30
Advisory Services Network, LLC 84,418 0 New Buy 2020-06-30
Buckingham Asset Management, LLC 83,048 38,683 115% 2020-06-30
TELEMUS CAPITAL, LLC 77,236 79,999 3% 2020-06-30
CAMBIAR INVESTORS LLC 75,253 66,397 13% 2020-06-30
Stratos Wealth Partners, LTD. 74,118 141,403 48% 2020-06-30
Arete Wealth Advisors, LLC 71,075 0 New Buy 2020-06-30
Astoria Strategic Wealth, Inc. 71,027 0 New Buy 2020-06-30
Peak Asset Management, LLC 70,682 0 New Buy 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 70,563 127,595 45% 2020-06-30
Private Advisor Group, LLC 70,462 84,514 17% 2020-06-30
Betterment LLC 69,830 113,582 39% 2020-06-30
PACIFIC FINANCIAL GROUP INC 67,276 67,630 1% 2020-06-30
Van Hulzen Asset Management, LLC 65,154 54,467 20% 2020-06-30
Sowell Financial Services LLC 64,989 100,940 36% 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 63,753 0 New Buy 2020-06-30
HUNTINGTON NATIONAL BANK 63,570 50,984 25% 2020-06-30
Csenge Advisory Group 63,131 24,111 162% 2020-06-30
Wealth Alliance 62,131 0 New Buy 2020-06-30
CALTON & ASSOCIATES, INC. 60,879 21,609 182% 2020-06-30
MinichMacGregor Wealth Management, LLC 59,654 133,584 55% 2020-06-30
BRINKER CAPITAL INC 59,404 49,784 19% 2020-06-30
Actinver Wealth Management, Inc. 58,098 57,334 1% 2020-06-30
IPG Investment Advisors LLC 57,892 53,024 9% 2020-06-30
Comprehensive Portfolio Management, LLC 57,807 43,659 32% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 57,476 0 New Buy 2020-06-30
National Asset Management, Inc. 57,117 43,486 31% 2020-06-30
COMMERCE BANK N A/MO 56,026 37,769 48% 2020-06-30
Baker Ellis Asset Management LLC 55,665 53,910 3% 2020-06-30
Aveo Capital Partners, LLC 54,329 223,222 76% 2020-06-30
Blueprint Investment Partners LLC 54,264 0 New Buy 2020-06-30
BRIDGER CAPITAL MANAGEMENT, LLC 53,910 27,120 99% 2020-06-30
CWM, LLC 53,480 93,265 43% 2020-06-30
Glenview Trust Co 53,322 13,062 308% 2020-06-30
Kingsview Wealth Management, LLC 53,079 42,555 25% 2020-06-30
M&T BANK CORP 52,730 40,449 30% 2020-06-30
MA Private Wealth 52,622 53,254 1% 2020-06-30
North Star Investment Management Corp. 51,746 51,369 1% 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 51,081 73,229 30% 2020-06-30
DUBUQUE BANK & TRUST CO 50,651 33,192 53% 2020-06-30
Nelson Roberts Investment Advisors, LLC 50,423 50,572 0% 2020-06-30
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 50,304 36,013 40% 2020-06-30
TrinityPoint Wealth, LLC 49,304 18,746 163% 2020-06-30
Change Path, LLC 48,798 155,467 69% 2020-06-30
Mutual Advisors, LLC 47,908 0 New Buy 2020-06-30
PEOPLES BANK NATIONAL ASSOCIATION 47,807 45,292 6% 2020-06-30
SeaBridge Investment Advisors LLC 47,696 48,566 2% 2020-06-30
DIMENSION CAPITAL MANAGEMENT PARTNERS 47,049 45,932 2% 2020-06-30
Premise Capital, LLC 46,070 0 New Buy 2020-06-30
Claraphi Advisory Network, LLC 46,023 0 New Buy 2020-06-30
Legacy Private Trust Co. 45,776 27,819 65% 2020-06-30
USAdvisors Wealth Management, LLC 45,677 0 New Buy 2020-06-30
Madrona Financial Services, LLC 45,656 0 New Buy 2020-06-30
Jupiter Wealth Management LLC 45,589 45,589 No Change 2020-06-30
Ausdal Financial Partners, Inc. 45,418 50,930 11% 2020-06-30
Pure Financial Advisors, Inc. 45,399 26,587 71% 2020-06-30
AUA CAPITAL MANAGEMENT, LLC 45,275 61,818 27% 2020-06-30
Live Oak Private Wealth LLC 44,820 0 New Buy 2020-06-30
Weaver Consulting Group 44,507 52,480 15% 2020-06-30
Financial Advocates Investment Management 44,395 43,698 2% 2020-06-30
OmniStar Financial Group, Inc. 44,122 35,630 24% 2020-06-30
Trinity Legacy Partners LLC 43,989 11,159 294% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 1,125 1,125 No Change 2020-06-30
Pointe Capital Management LLC 43,570 43,081 1% 2020-06-30
CAPITAL INVESTMENT SERVICES OF AMERICA INC 43,401 16,311 166% 2020-06-30
Connecticut Wealth Management, LLC 43,091 44,655 4% 2020-06-30
TWO SIGMA SECURITIES, LLC 42,891 0 New Buy 2020-06-30
SigFig Wealth Management, LLC 42,782 38,708 11% 2020-06-30
WESPAC Advisors, LLC 42,693 31,796 34% 2020-06-30
Pensionmark Financial Group, LLC 42,165 35,056 20% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 41,967 75,882 45% 2020-06-30
HighMark Wealth Management LLC 41,441 40,767 2% 2020-06-30
GRAYBILL BARTZ & ASSOC LTD 39,931 0 New Buy 2020-06-30
PRUDENTIAL FINANCIAL INC 39,900 18,420 117% 2020-06-30
NorthCoast Asset Management LLC 39,669 23,216 71% 2020-06-30
J.W. COLE ADVISORS, INC. 39,611 0 New Buy 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 6,111 Sold Out 2020-06-30
Insight Wealth Strategies, LLC 39,414 0 New Buy 2020-06-30
Capital Wealth Alliance, LLC 39,219 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 39,182 457,042 91% 2020-06-30
Royal Fund Management, LLC 0 60 Sold Out 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 39,013 46 84,711% 2020-06-30
Third Point LLC (Daniel Loeb) 38,744 47,424 18% 2020-06-30
UBP Investment Advisors SA 38,612 37,790 2% 2020-06-30
EAGLE GLOBAL ADVISORS LLC 38,309 36,294 6% 2020-06-30
REGIONS FINANCIAL CORP 37,609 43,340 13% 2020-06-30
King Wealth Management Group, LLC 37,340 36,959 1% 2020-06-30
Clearbridge Advisors, LLC 37,072 0 New Buy 2020-06-30
Sontag Advisory, LLC 36,861 40,167 8% 2020-06-30
Barnes Bonner Castles 36,822 20,662 78% 2020-06-30
HAP Trading, LLC 16,800 0 New Buy 2020-06-30
Permanens Capital L.P. 36,214 0 New Buy 2020-06-30
Zhang Financial LLC 35,377 35,376 0% 2020-06-30
WHITE PINE CAPITAL LLC 35,307 36,492 3% 2020-06-30
Horizon Investments, LLC/SC 34,766 0 New Buy 2020-06-30
NORTHERN TRUST CORP 34,351 0 New Buy 2020-06-30
STRATEGIC WEALTH MANAGEMENT INC /ADV 34,066 0 New Buy 2020-06-30
BP WEALTH MANAGEMENT, LLC 34,001 36,798 8% 2020-06-30
STALEY CAPITAL ADVISERS INC 33,875 33,875 No Change 2020-06-30
Brio Consultants, LLC 33,791 7,090 377% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 33,542 33,294 1% 2020-06-30
Arrow Investment Advisors, LLC 33,198 94,212 65% 2020-06-30
IFP Advisors, Inc 32,582 28,526 14% 2020-06-30
Harborview Advisors, LLC 32,284 0 New Buy 2020-06-30
Burleson & Company, LLC 32,062 38,491 17% 2020-06-30
Harwood Advisory Group, LLC 5,374 5,682 5% 2020-06-30
Martin Capital Partners, LLC 31,690 28,481 11% 2020-06-30
Kovitz Investment Group Partners, LLC 31,664 0 New Buy 2020-06-30
McCollum Christoferson Group LLC 31,585 17,450 81% 2020-06-30
Financeware, Inc. 31,508 30,538 3% 2020-06-30
SevenBridge Financial Group, LLC 30,303 30,332 0% 2020-06-30
Probity Advisors, Inc. 30,209 0 New Buy 2020-06-30
PINNACLE ASSOCIATES LTD 30,004 21,193 42% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 29,851 29,851 No Change 2020-06-30
Shepherd Financial Partners LLC 29,786 21,196 41% 2020-06-30
Independent Family Office, LLC 29,622 29,622 No Change 2020-06-30
Sarasin & Partners LLP 29,124 29,124 No Change 2020-06-30
STRATEGY ASSET MANAGERS LLC 29,076 13,944 109% 2020-06-30
Well Done, LLC 29,059 32,076 9% 2020-06-30
Atlantic Trust, LLC 29,022 0 New Buy 2020-06-30
Patriot Investment Management Inc. 28,999 28,636 1% 2020-06-30
Empirical Financial Services, LLC 28,730 47,586 40% 2020-06-30
Banco Santander, S.A. 1,031 2,539 59% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 28,229 8,069 250% 2020-06-30
FRANKLIN RESOURCES INC 28,029 5,419 417% 2020-06-30
ESL Trust Services, LLC 27,990 0 New Buy 2020-06-30
Archetype Wealth Partners, LLC 27,619 16,182 71% 2020-06-30
FOUNDERS FINANCIAL SECURITIES LLC 27,428 0 New Buy 2020-06-30
FIRST HAWAIIAN BANK 27,277 31,416 13% 2020-06-30
Good Life Advisors, LLC 27,063 29,321 8% 2020-06-30
Capital Investment Advisors, LLC 26,800 46,183 42% 2020-06-30
Checchi Capital Advisers, LLC 26,355 27,584 4% 2020-06-30
HOWARD FINANCIAL SERVICES, LTD. 26,280 30,322 13% 2020-06-30
Rampart Investment Management Company, LLC 0 82,537 Sold Out 2020-06-30
RMR Wealth Builders 25,900 0 New Buy 2020-06-30
Truepoint, Inc. 25,549 25,036 2% 2020-06-30
H D Vest Advisory Services 25,384 27,317 7% 2020-06-30
Veracity Capital LLC 25,168 158,016 84% 2020-06-30
Blue Sky Asset Management, LLC 25,009 163,533 85% 2020-06-30
Barrett Asset Management, LLC 24,886 25,286 2% 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 24,814 0 New Buy 2020-06-30
LEE DANNER & BASS INC 24,800 0 New Buy 2020-06-30
Family Firm, Inc. 24,418 20,012 22% 2020-06-30
DAVIDSON D A & CO 24,374 54,873 56% 2020-06-30
American Investment Services, Inc. 24,324 33,747 28% 2020-06-30
Prospera Financial Services 24,269 0 New Buy 2020-06-30
Toroso Investments, LLC 24,217 22,360 8% 2020-06-30
All Terrain Financial Advisors, LLC 24,112 23,712 2% 2020-06-30
BALLAST ADVISORS LLC 23,402 2,498 837% 2020-06-30
Teamwork Financial Advisors, LLC 22,781 21,671 5% 2020-06-30
USA Financial Portformulas Corp 22,604 23,942 6% 2020-06-30
Clear Creek Financial Management, LLC 22,429 20,499 9% 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 22,163 13,929 59% 2020-06-30
Monument Capital Management 22,068 19,033 16% 2020-06-30
Carroll Financial Associates, Inc. 21,952 20,434 7% 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 21,717 19,709 10% 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 21,443 21,443 No Change 2020-06-30
SPRENG CAPITAL MANAGEMENT, INC. 21,313 21,313 No Change 2020-06-30
PRUDENTIAL CORP PLC 21,160 119,010 82% 2020-06-30
RAYMOND JAMES TRUST CO 21,023 20,386 3% 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 20,944 18,378 14% 2020-06-30
Moors & Cabot, Inc. 20,863 2,927 613% 2020-06-30
CAMDEN NATIONAL BANK 20,812 12,207 70% 2020-06-30
Cascadia Advisory Services, LLC 20,760 0 New Buy 2020-06-30
AMG National Trust Bank 20,052 0 New Buy 2020-06-30
Towercrest Capital Management 20,047 8,000 151% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 19,890 5,418 267% 2020-06-30
Stordahl Capital Management, Inc. 19,850 41,714 52% 2020-06-30
LINCOLN NATIONAL CORP 702 3,204 78% 2020-06-30
CITIZENS FINANCIAL GROUP INC/RI 19,691 20,158 2% 2020-06-30
Parkside Financial Bank & Trust 19,441 12,100 61% 2020-06-30
Cornerstone Wealth Group, LLC 19,356 17,892 8% 2020-06-30
Solstein Capital, LLC 19,227 17,102 12% 2020-06-30
MILLENNIUM MANAGEMENT LLC 19,182 0 New Buy 2020-06-30
BerganKDV Wealth Management, LLC 19,094 14,606 31% 2020-06-30
TOWNSQUARE CAPITAL LLC 19,008 8,310 129% 2020-06-30
Sunbelt Securities, Inc. 18,847 0 New Buy 2020-06-30
OPTIMUM INVESTMENT ADVISORS 18,364 17,008 8% 2020-06-30
Beacon Pointe Advisors, LLC 18,303 3,361 445% 2020-06-30
Allianz Asset Management AG 18,270 61,560 70% 2020-06-30
Castle Rock Wealth Management, LLC 18,264 8,757 109% 2020-06-30
KING LUTHER CAPITAL MANAGEMENT CORP 18,087 30,322 40% 2020-06-30
STOCK YARDS BANK & TRUST CO 18,002 16,992 6% 2020-06-30
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 17,970 20,750 13% 2020-06-30
SMITHFIELD TRUST CO 17,763 9,867 80% 2020-06-30
Cresset Asset Management, LLC 17,658 0 New Buy 2020-06-30
RiverGlades Family Offices LLC 17,550 0 New Buy 2020-06-30
HUNTINGTON ASSET ADVISORS, INC. 7,992 31,389 75% 2020-06-30
HANCOCK HOLDING CO 17,102 13,938 23% 2020-06-30
AdvisorShares Investments LLC 17,100 24,500 30% 2020-06-30
Pinnacle Wealth Management Advisory Group, LLC 16,880 7,480 126% 2020-06-30
SUMMIT FINANCIAL GROUP INC 16,514 8,635 91% 2020-06-30
Unio Capital LLC 16,464 17,318 5% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 16,460 0 New Buy 2020-06-30
Hartland & Co., LLC 16,380 1,097 1,393% 2020-06-30
CWA Asset Management Group, LLC 16,000 0 New Buy 2020-06-30
HM PAYSON & CO 14,379 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 0 2,844 Sold Out 2020-06-30
Oakmont Partners LLC 15,621 16,101 3% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 15,596 11,364 37% 2020-06-30
Bristlecone Advisors, LLC 15,478 5,358 189% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 15,235 15,235 No Change 2020-06-30
ETRADE Capital Management LLC 865 2,929 70% 2020-06-30
Cougar Global Investments Ltd 15,001 12,725 18% 2020-06-30
Private Advisory Group LLC 14,989 0 New Buy 2020-06-30
Dorsey Wright & Associates 14,959 37,112 60% 2020-06-30
BRAVE ASSET MANAGEMENT INC 14,728 16,589 11% 2020-06-30
AMERITAS INVESTMENT CORP 14,418 14,466 0% 2020-06-30
PFG Advisors 14,391 16,108 11% 2020-06-30
INVESTMENT HOUSE LLC 14,348 14,491 1% 2020-06-30
Trexquant Investment LP 14,341 0 New Buy 2020-06-30
BANK HAPOALIM BM 14,325 9,300 54% 2020-06-30
Lee Financial CORP 14,208 19,345 27% 2020-06-30
BANQUE PICTET & CIE SA 13,972 10,836 29% 2020-06-30
GUARDIAN CAPITAL ADVISORS LP 13,900 0 New Buy 2020-06-30
tru Independence LLC 13,864 0 New Buy 2020-06-30
180 WEALTH ADVISORS, LLC 13,858 13,325 4% 2020-06-30
FCG ADVISORS, LLC 13,752 6,904 99% 2020-06-30
FormulaFolio Investments, LLC 13,698 9,179 49% 2020-06-30
GREENWOOD CAPITAL ASSOCIATES LLC 13,596 0 New Buy 2020-06-30
Transamerica Financial Advisors, Inc. 13,370 0 New Buy 2020-06-30
Kingfisher Capital LLC 13,000 13,087 1% 2020-06-30
M Holdings Securities, Inc. 12,898 77,836 83% 2020-06-30
SG Americas Securities, LLC 12,815 7,365 74% 2020-06-30
ALESCO ADVISORS LLC 12,790 23,234 45% 2020-06-30
KFA Private Wealth Group, LLC 12,673 0 New Buy 2020-06-30
FRONTIER INVESTMENT MGMT CO 12,329 12,300 0% 2020-06-30
Homrich & Berg 12,235 37,411 67% 2020-06-30
Allred Capital Management, LLC 12,192 12,174 0% 2020-06-30
LexAurum Advisors, LLC 12,190 0 New Buy 2020-06-30
Goelzer Investment Management, Inc. 12,080 14,408 16% 2020-06-30
Canal Capital Management, LLC 12,035 30,797 61% 2020-06-30
Samalin Investment Counsel, LLC 11,671 12,449 6% 2020-06-30
Slow Capital, Inc. 11,639 0 New Buy 2020-06-30
Cetera Investment Advisers 11,638 10,960 6% 2020-06-30
Rehmann Capital Advisory Group 11,554 0 New Buy 2020-06-30
BESSEMER GROUP INC 11,490 11,490 No Change 2020-06-30
NewFocus Financial Group, LLC 11,449 0 New Buy 2020-06-30
Apella Capital, LLC 11,426 9,234 24% 2020-06-30
Invesco Ltd. 11,409 0 New Buy 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 11,373 0 New Buy 2020-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 11,314 9,766 16% 2020-06-30
PICTET BANK & TRUST Ltd 11,300 13,200 14% 2020-06-30
Stanley-Laman Group, Ltd. 11,198 11,175 0% 2020-06-30
DeDora Capital, Inc. 11,179 10,068 11% 2020-06-30
First Financial Bank, N.A. - Trust Division 11,009 6,636 66% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 10,947 10,944 0% 2020-06-30
United Asset Strategies, Inc. 10,942 11,150 2% 2020-06-30
SNS Financial Group, LLC 10,938 13,052 16% 2020-06-30
Milestone Group, Inc. 10,921 12,288 11% 2020-06-30
Diversified Portfolios, Inc. 10,893 11,630 6% 2020-06-30
DONALDSON CAPITAL MANAGEMENT, LLC 10,743 10,731 0% 2020-06-30
Bruderman Asset Management, LLC 10,741 8,751 23% 2020-06-30
UMB BANK N A/MO 10,644 9,450 13% 2020-06-30
GARRISON POINT ADVISORS, LLC 10,640 10,295 3% 2020-06-30
Bellecapital International Ltd. 10,533 10,533 No Change 2020-06-30
PARK AVENUE SECURITIES LLC 10,418 0 New Buy 2020-06-30
Summit Investment Advisors, Inc. 10,407 10,307 1% 2020-06-30
Steel Peak Wealth Management LLC 10,374 5,312 95% 2020-06-30
Gibraltar Capital Management, Inc. 10,265 10,280 0% 2020-06-30
EPG Wealth Management LLC 10,115 1,123 801% 2020-06-30
NEW SOUTH CAPITAL MANAGEMENT INC 10,035 10,035 No Change 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 9,942 0 New Buy 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 9,580 10,380 8% 2020-06-30
MEEDER ASSET MANAGEMENT INC 9,496 20,212 53% 2020-06-30
Global Retirement Partners, LLC 9,481 10,011 5% 2020-06-30
HBW Advisory Services LLC 9,347 6,276 49% 2020-06-30
AMARILLO NATIONAL BANK 9,300 9,300 No Change 2020-06-30
Texas Capital Bank Wealth Management Services Inc 9,284 9,476 2% 2020-06-30
BOENNING & SCATTERGOOD, INC. 9,043 9,211 2% 2020-06-30
MV Capital Management, Inc. 9,012 0 New Buy 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 8,963 0 New Buy 2020-06-30
Magnus Financial Group LLC 8,950 9,149 2% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 8,861 8,427 5% 2020-06-30
ST GERMAIN D J CO INC 8,845 0 New Buy 2020-06-30
MARSHALL FINANCIAL GROUP INC /ADV 8,656 0 New Buy 2020-06-30
ELEMENT POINTE ADVISORS, LLC 8,600 8,600 No Change 2020-06-30
Disciplined Investments, LLC 8,551 8,533 0% 2020-06-30
Blue Creek Investment Partners, LLC 8,517 93,917 91% 2020-06-30
Private Portfolio Partners LLC 8,481 0 New Buy 2020-06-30
SkyOak Wealt, LLC 8,354 11,665 28% 2020-06-30
Vigilare Wealth Management 8,344 0 New Buy 2020-06-30
Asset Management Group, Inc. 8,342 8,318 0% 2020-06-30
Mechanics Bank Trust Department 8,295 5,720 45% 2020-06-30
TOMPKINS FINANCIAL CORP 8,285 8,303 0% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 8,255 0 New Buy 2020-06-30
IHT Wealth Management, LLC 8,250 10,058 18% 2020-06-30
SL ADVISORS, LLC 8,248 8,248 No Change 2020-06-30
Old Port Advisors 8,225 8,125 1% 2020-06-30
PBMares Wealth Management LLC 8,212 8,212 No Change 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 8,205 8,205 No Change 2020-06-30
INGALLS & SNYDER LLC 8,175 7,475 9% 2020-06-30
MATRIX ASSET ADVISORS INC/NY 7,895 7,197 10% 2020-06-30
Delta Investment Management, LLC 7,883 21,317 63% 2020-06-30
Newport Wealth Strategies, Inc. 7,874 7,355 7% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 7,861 9,626 18% 2020-06-30
Arkadios Wealth Advisors 7,826 2,002 291% 2020-06-30
BLUESTEIN R H & CO 7,819 7,819 No Change 2020-06-30
GW HENSSLER & ASSOCIATES LTD 7,691 6,641 16% 2020-06-30
Secure Asset Management, LLC 7,618 8,202 7% 2020-06-30
Paracle Advisors, LLC 7,610 0 New Buy 2020-06-30
SHAKER INVESTMENTS LLC/OH 7,542 7,542 No Change 2020-06-30
TBH Global Asset Management, LLC 7,493 7,206 4% 2020-06-30
ROCKLAND TRUST CO 7,489 7,549 1% 2020-06-30
Thomas J. Herzfeld Advisors, Inc. 7,481 7,481 No Change 2020-06-30
Parcion Private Wealth LLC 7,427 7,905 6% 2020-06-30
Kovack Advisors, Inc. 7,269 7,269 No Change 2020-06-30
Acropolis Investment Management, LLC 7,241 7,232 0% 2020-06-30
Cedar Brook Financial Partners, LLC 7,105 2,632 170% 2020-06-30
Goodman & Company, Investment Counsel Ltd. 7,104 8,894 20% 2020-06-30
Smith, Salley & Associates 650 6,569 90% 2020-06-30
J. W. Coons Advisors, LLC 7,070 7,273 3% 2020-06-30
Enterprise Bank & Trust Co 7,025 7,516 7% 2020-06-30
CENTAURUS FINANCIAL, INC. 6,929 1,208 474% 2020-06-30
Atlas Private Wealth Management 6,774 0 New Buy 2020-06-30
BANK OF THE WEST 6,682 6,778 1% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,609 6,473 2% 2020-06-30
FINANCIAL ADVISORY CORP /UT/ /ADV 6,588 0 New Buy 2020-06-30
Larson Financial Group LLC 6,509 94 6,824% 2020-06-30
Hanlon Investment Management, Inc. 6,400 8,947 28% 2020-06-30
Apexium Financial, LP 6,394 6,733 5% 2020-06-30
Wealthcare Advisory Partners LLC 6,372 7,146 11% 2020-06-30
WHITTIER TRUST CO 6,298 5,924 6% 2020-06-30
Symmetry Partner, LLC 6,251 6,229 0% 2020-06-30
Neuberger Berman Group LLC 6,161 6,620 7% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 6,099 5,709 7% 2020-06-30
Crescent Grove Advisors, LLC 6,088 5,883 3% 2020-06-30
Prime Capital Investment Advisors, LLC 6,084 6,904 12% 2020-06-30
APPLETON PARTNERS INC/MA 6,080 4,489 35% 2020-06-30
InterOcean Capital, LLC 6,034 4,394 37% 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 6,034 3,680 64% 2020-06-30
AdvisorNet Financial, Inc 6,026 5,360 12% 2020-06-30
Krasney Financial LLC 6,015 0 New Buy 2020-06-30
GFS Advisors, LLC 5,945 0 New Buy 2020-06-30
PrairieView Partners, LLC 5,912 5,912 No Change 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 5,892 6,046 3% 2020-06-30
Zions Bancorporation, N.A. 5,892 0 New Buy 2020-06-30
Harbour Capital Advisors, LLC 5,800 0 New Buy 2020-06-30
AlphaStar Capital Management, LLC 5,774 267,720 98% 2020-06-30
Verition Fund Managegment LLC 5,773 0 New Buy 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 5,672 5,672 No Change 2020-06-30
Lighthouse Financial Advisors, Inc. 5,625 0 New Buy 2020-06-30
Sowa Financial Group, Inc. 5,464 5,463 0% 2020-06-30
S. R. Schill & Associates 5,423 4,273 27% 2020-06-30
Crabel Capital Management, LLC 5,400 0 New Buy 2020-06-30
Parallel Advisors, LLC 5,383 3,765 43% 2020-06-30
Evanson Asset Management, LLC 5,370 5,119 5% 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 5,357 4,025 33% 2020-06-30
NORTH AMERICAN MANAGEMENT CORP 5,345 5,345 No Change 2020-06-30
Pinnacle Advisory Group, Inc. 5,278 0 New Buy 2020-06-30
SSI INVESTMENT MANAGEMENT INC 5,257 5,622 6% 2020-06-30
SPC Financial, Inc. 5,221 5,471 5% 2020-06-30
VisionPoint Advisory Group, LLC 5,189 0 New Buy 2020-06-30
CHARTWELL INVESTMENT PARTNERS, INC. 5,124 0 New Buy 2020-06-30
GLYNN JA & CO 5,091 4,818 6% 2020-06-30
JNBA Financial Advisors 5,086 5,086 No Change 2020-06-30
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,000 0 New Buy 2020-06-30
Successful Portfolios LLC 4,979 4,979 No Change 2020-06-30
Carnick & Kubik Group, LLC 4,973 5,166 4% 2020-06-30
MEITAV DASH INVESTMENTS LTD 4,969 3,479 43% 2020-06-30
Perigon Wealth Management, LLC 4,916 5,134 4% 2020-06-30
Swan Wealth Advisors, Inc. 4,900 4,900 No Change 2020-06-30
Chicago Partners Investment Group LLC 4,861 0 New Buy 2020-06-30
Strategic Blueprint, LLC 4,859 0 New Buy 2020-06-30
Modera Wealth Management, LLC 4,793 4,792 0% 2020-06-30
Suncoast Equity Management 4,731 0 New Buy 2020-06-30
MERIDIAN MANAGEMENT CO 4,670 4,670 No Change 2020-06-30
9258 Wealth Management, LLC 4,602 3,332 38% 2020-06-30
SONATA CAPITAL GROUP INC 4,600 4,600 No Change 2020-06-30
Carnegie Capital Asset Management, LLC 4,566 45,309 90% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 4,563 5,772 21% 2020-06-30
Midwest Professional Planners, LTD. 4,549 4,952 8% 2020-06-30
OBERMEYER ASSET MANAGEMENT CO 4,510 3,528 28% 2020-06-30
NorthRock Partners, LLC 4,499 0 New Buy 2020-06-30
Spectrum Asset Management, Inc. (NB/CA) 4,485 4,485 No Change 2020-06-30
Karp Capital Management Corp 4,479 0 New Buy 2020-06-30
SPROTT INC. 4,466 5,304 16% 2020-06-30
Stratos Wealth Advisors, LLC 4,464 265 1,585% 2020-06-30
GRT CAPITAL PARTNERS LLC 4,462 4,000 12% 2020-06-30
Barber Financial Group, Inc. 4,403 0 New Buy 2020-06-30
Arkfeld Wealth Strategies, L.L.C. 4,400 4,950 11% 2020-06-30
Keystone Financial Group 4,395 0 New Buy 2020-06-30
Outlook Wealth Advisors, LLC 4,391 4,510 3% 2020-06-30
Financial Architects, Inc 4,380 3,905 12% 2020-06-30
Exchange Capital Management, Inc. 4,378 4,473 2% 2020-06-30
SADOFF INVESTMENT MANAGEMENT LLC 4,348 4,348 No Change 2020-06-30
Lester Murray Antman dba SimplyRich 4,345 4,345 No Change 2020-06-30
Ellis Investment Partners, LLC 4,309 4,309 No Change 2020-06-30
EAGLE ASSET MANAGEMENT INC 4,303 13,040 67% 2020-06-30
BAILARD, INC. 4,257 4,478 5% 2020-06-30
Bremer Bank National Association 4,208 4,208 No Change 2020-06-30
Robertson Stephens Wealth Management, LLC 4,168 23,920 83% 2020-06-30
Beacon Financial Advisory LLC 4,123 2,597 59% 2020-06-30
Tempus Wealth Planning, LLC 4,121 4,121 No Change 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 4,088 4,136 1% 2020-06-30
FIDUCIARY TRUST CO 4,063 3,863 5% 2020-06-30
Capital Financial Planning, LLC 4,058 8,981 55% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 4,033 4,033 No Change 2020-06-30
INNEALTA CAPITAL, LLC 4,029 3,769 7% 2020-06-30
TrueNorth, Inc. 4,000 0 New Buy 2020-06-30
Patten Group, Inc. 3,929 2,544 54% 2020-06-30
Strategic Wealth Partners Group LLC 3,927 0 New Buy 2020-06-30
PETTYJOHN CO 3,918 3,671 7% 2020-06-30
Regal Investment Advisors, LLC 3,868 0 New Buy 2020-06-30
HOLDERNESS INVESTMENTS CO 3,850 4,850 21% 2020-06-30
Kelman-Lazarov, Inc. 3,816 2,609 46% 2020-06-30
Lenox Wealth Management, Inc. 3,785 46,843 92% 2020-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 3,777 6,801 44% 2020-06-30
Corient Capital Partners, LLC 3,770 0 New Buy 2020-06-30
Oliver Luxxe Assets LLC 3,761 12,500 70% 2020-06-30
Hudson Capital Management LLC 3,736 3,275 14% 2020-06-30
Western Wealth Management, LLC 3,723 3,756 1% 2020-06-30
Emerald Investment Partners, LLC 3,669 1,932 90% 2020-06-30
Jaffetilchin Investment Partners, LLC 3,653 20,888 83% 2020-06-30
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 3,639 4,485 19% 2020-06-30
DAL Investment CO 3,632 403,100 99% 2020-06-30
Busey Trust CO 3,625 3,625 No Change 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 3,616 0 New Buy 2020-06-30
DAVIDSON TRUST CO 3,598 0 New Buy 2020-06-30
Calamos Wealth Management LLC 3,594 0 New Buy 2020-06-30
HOWE & RUSLING INC 3,572 3,572 No Change 2020-06-30
First Ascent Asset Management, LLC 3,540 0 New Buy 2020-06-30
Bangor Savings Bank 3,529 3,720 5% 2020-06-30
CAPROCK Group, Inc. 3,521 3,677 4% 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 3,509 3,509 No Change 2020-06-30
Deane Retirement Strategies, Inc. 3,480 3,480 No Change 2020-06-30
DERBY & COMPANY, INC 3,476 9,113 62% 2020-06-30
LGL PARTNERS, LLC 3,466 3,397 2% 2020-06-30
ATHENA CAPITAL ADVISORS LLC 3,459 0 New Buy 2020-06-30
We Are One Seven, LLC 3,411 5,552 39% 2020-06-30
Paradigm Financial Partners, LLC 3,346 0 New Buy 2020-06-30
Alpha Cubed Investments, LLC 3,335 2,936 14% 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 3,312 3,302 0% 2020-06-30
Tradewinds Capital Management, LLC 3,286 3,286 No Change 2020-06-30
MATHER GROUP, INC. 3,283 0 New Buy 2020-06-30
AllSquare Wealth Management LLC 3,250 3,250 No Change 2020-06-30
Compass Ion Advisors, LLC 3,242 342,196 99% 2020-06-30
Capital Wealth Planning, LLC 3,193 55,597 94% 2020-06-30
Equitable Holdings, Inc. 3,179 0 New Buy 2020-06-30
Aurum Wealth Management Group, LLC 3,141 3,199 2% 2020-06-30
PAX Financial Group, LLC 3,121 7,784 60% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 3,113 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 3,076 3,076 No Change 2020-06-30
ARROW FINANCIAL CORP 142 142 No Change 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 2,977 2,525 18% 2020-06-30
ARBOR TRUST WEALTH ADVISORS, LLC 2,966 2,966 No Change 2020-06-30
Horan Securities, Inc. 2,937 2,126 38% 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 2,913 2,975 2% 2020-06-30
Affinity Capital Advisors, LLC 2,876 2,875 0% 2020-06-30
USCA RIA LLC 2,856 3 95,100% 2020-06-30
Intrua Financial, LLC 2,819 0 New Buy 2020-06-30
Paragon Wealth Strategies, LLC 2,809 136,641 98% 2020-06-30
Camden Capital, LLC 2,796 0 New Buy 2020-06-30
Colorado Capital Management, Inc. 2,784 2,784 No Change 2020-06-30
SMITH SHELLNUT WILSON LLC /ADV 2,771 2,580 7% 2020-06-30
Lutz Financial Services LLC 2,758 3,137 12% 2020-06-30
Tri-Star Advisors Inc. 2,753 0 New Buy 2020-06-30
Gateway Advisory, LLC 2,711 3,222 16% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,645 2,645 No Change 2020-06-30
BRONFMAN E.L. ROTHSCHILD, L.P. 2,606 0 New Buy 2020-06-30
AMJ Financial Wealth Management 2,601 0 New Buy 2020-06-30
Financial Management Professionals, Inc. 2,600 2,714 4% 2020-06-30
Concentrum Wealth Management 2,594 2,594 No Change 2020-06-30
Aviance Capital Partners, LLC 2,588 2,775 7% 2020-06-30
Berman Capital Advisors, LLC 2,587 2,587 No Change 2020-06-30
Legacy Wealth Planning, LLC 2,584 210 1,130% 2020-06-30
CPCM, LLC 2,576 0 New Buy 2020-06-30
Bragg Financial Advisors, Inc 2,565 0 New Buy 2020-06-30
BBK Capital Partners, LLC 2,557 0 New Buy 2020-06-30
WMS Partners, LLC 2,536 0 New Buy 2020-06-30
Warren Averett Asset Management, LLC 2,529 2,529 No Change 2020-06-30
GeoWealth Management, LLC 2,514 0 New Buy 2020-06-30
BDO Wealth Advisors, LLC 2,503 20,760 88% 2020-06-30
CHILTON CAPITAL MANAGEMENT LLC 2,500 0 New Buy 2020-06-30
MONECO Advisors, LLC 2,487 0 New Buy 2020-06-30
Foundations Investment Advisors, LLC 2,462 792,668 100% 2020-06-30
IMS Capital Management 2,442 2,442 No Change 2020-06-30
New Potomac Partners, LLC 2,435 2,120 15% 2020-06-30
ASSOCIATED BANC-CORP 2,431 2,431 No Change 2020-06-30
SHEETS SMITH & ASSOCIATES INC 2,424 2,417 0% 2020-06-30
Biltmore Family Office, LLC 2,417 737 228% 2020-06-30
Capital Asset Advisory Services LLC 2,416 2,202 10% 2020-06-30
Endurance Wealth Management, Inc. 2,412 0 New Buy 2020-06-30
Feltz Wealth PLAN Inc. 2,403 0 New Buy 2020-06-30
Mattern Wealth Management LLC 2,395 0 New Buy 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 2,393 475 404% 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 2,392 2,392 No Change 2020-06-30
YCMNET ADVISORS INC 2,377 2,438 3% 2020-06-30
Abbrea Capital, LLC 2,375 0 New Buy 2020-06-30
Compagnie Lombard, Odier SCA 2,350 0 New Buy 2020-06-30
Fiduciary Planning LLC 2,347 0 New Buy 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 2,327 2,990 22% 2020-06-30
G&S Capital LLC 2,311 0 New Buy 2020-06-30
LifePlan Financial Group, Inc 2,265 2,305 2% 2020-06-30
Spectrum Management Group, Inc. 2,160 0 New Buy 2020-06-30
Eudaimonia Partners, LLC 2,106 2,434 13% 2020-06-30
Asset Dedication, LLC 2,067 2,067 No Change 2020-06-30
HCR Wealth Advisors 2,053 3,333 38% 2020-06-30
Truehand, Inc 1,950 0 New Buy 2020-06-30
Ancora Advisors, LLC 1,947 28,797 93% 2020-06-30
NORTHERN OAK CAPITAL MANAGEMENT INC 1,776 2,006 11% 2020-06-30
Element Wealth, LLC 1,751 2,046 14% 2020-06-30
WEBSTER BANK, N. A. 1,749 1,822 4% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 1,672 1,672 No Change 2020-06-30
Johnson Financial Group, Inc. 1,659 1,257 32% 2020-06-30
TRUEWEALTH LLC 1,589 1,954 19% 2020-06-30
Lindbrook Capital, LLC 1,572 1,568 0% 2020-06-30
SIGNATUREFD, LLC 1,556 1,475 5% 2020-06-30
Retirement Network 1,534 1,132 36% 2020-06-30
Gemmer Asset Management LLC 1,533 0 New Buy 2020-06-30
Semmax Financial Advisors Inc. 1,474 2,476 40% 2020-06-30
Global Financial Private Capital, LLC 1,460 317,945 100% 2020-06-30
NVWM, LLC 1,439 1,439 No Change 2020-06-30
Newfound Research LLC 1,381 892,931 100% 2020-06-30
VALLEY NATIONAL ADVISERS INC 1,330 1,330 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 1,220 1,220 No Change 2020-06-30
TFO-TDC, LLC 1,171 1,171 No Change 2020-06-30
Valeo Financial Advisors, LLC 1,133 4,208 73% 2020-06-30
PECAUT & CO. 1,127 1,127 No Change 2020-06-30
Laurel Wealth Advisors LLC 1,114 1,112 0% 2020-06-30
SRS Capital Advisors, Inc. 1,105 0 New Buy 2020-06-30
Covington Capital Management 1,071 1,071 No Change 2020-06-30
Cranbrook Wealth Management, LLC 971 0 New Buy 2020-06-30
ANDERSON FISHER LLC 919 690 33% 2020-06-30
CABANA LLC 915 984,232 100% 2020-06-30
BENJAMIN EDWARDS INC 907 868 4% 2020-06-30
Principle Wealth Partners LLC 895 0 New Buy 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 879 879 No Change 2020-06-30
ATWOOD & PALMER INC 868 868 No Change 2020-06-30
Oakworth Capital, Inc. 825 600 38% 2020-06-30
Sandy Spring Bank 808 808 No Change 2020-06-30
TSFG, LLC 801 814 2% 2020-06-30
Capital Directions Investment Advisors, LLC 709 709 No Change 2020-06-30
Atlas Private Wealth Advisors 709 0 New Buy 2020-06-30
Cutler Group LP 300 0 New Buy 2020-06-30
Bartlett & Co. LLC 650 650 No Change 2020-06-30
Independence Advisors, LLC 607 740 18% 2020-06-30
Blume Capital Management, Inc. 600 632 5% 2020-06-30
Cascade Investment Advisors, Inc. 600 600 No Change 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 597 597 No Change 2020-06-30
Patriot Financial Group Insurance Agency, LLC 589 1,545 62% 2020-06-30
Modus Advisors, LLC 577 0 New Buy 2020-06-30
Elmwood Wealth Management, Inc. 568 0 New Buy 2020-06-30
Stewardship Financial Advisors, LLC 565 0 New Buy 2020-06-30
First Washington CORP 500 500 No Change 2020-06-30
Rocky Mountain Advisers, LLC 500 500 No Change 2020-06-30
McIlrath & Eck, LLC 491 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 479 0 New Buy 2020-06-30
SALEM INVESTMENT COUNSELORS INC 454 0 New Buy 2020-06-30
Jacobi Capital Management LLC 450 8,952 95% 2020-06-30
Sugarloaf Wealth Management, LLC 435 434 0% 2020-06-30
Core Wealth Advisors, Inc. 435 0 New Buy 2020-06-30
SECURITY NATIONAL TRUST CO 422 422 No Change 2020-06-30
Community Bank, N.A. 416 416 No Change 2020-06-30
HHM Wealth Advisors, LLC 400 400 No Change 2020-06-30
Stonebridge Capital Advisors LLC 397 236 68% 2020-06-30
Vectors Research Management, LLC 382 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 360 360 No Change 2020-06-30
TRUST CO OF VERMONT 351 351 No Change 2020-06-30
Pacifica Partners Inc. 345 0 New Buy 2020-06-30
Lehman & Derafelo Financial Resources LLC 342 295 16% 2020-06-30
Sound Income Strategies, LLC 330 330 No Change 2020-06-30
Private Capital Group, LLC 326 0 New Buy 2020-06-30
Hanson McClain, Inc. 303 596 49% 2020-06-30
SPRINGBOK CAPITAL MANAGEMENT, LLC 97 0 New Buy 2020-06-30
Ariel Capital Advisors, LLC 295 295 No Change 2020-06-30
Asset Advisors Investment Management, LLC 295 0 New Buy 2020-06-30
Winslow, Evans & Crocker, Inc. 262 1,738 85% 2020-06-30
Bogart Wealth, LLC 253 330 23% 2020-06-30
WEXFORD CAPITAL LLC 231 0 New Buy 2020-06-30
Lakeview Capital Partners, LLC 221 2,221 90% 2020-06-30
McMahon Financial Advisors, LLC 218 0 New Buy 2020-06-30
Sterling Investment Advisors, Ltd. 211 0 New Buy 2020-06-30
Bedel Financial Consulting, Inc. 191 191 No Change 2020-06-30
Private Ocean, LLC 189 142 33% 2020-06-30
UNIONBANCAL CORP 181 238 24% 2020-06-30
NWK Group, Inc. 175 175 No Change 2020-06-30
TORONTO DOMINION BANK 170 200,000 100% 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 168 148 14% 2020-06-30
Braun-Bostich & Associates Inc. 165 165 No Change 2020-06-30
Joseph P. Lucia & Associates, LLC 156 156 No Change 2020-06-30
Moisand Fitzgerald Tamayo, LLC 143 0 New Buy 2020-06-30
Hoover Financial Advisors, Inc. 141 0 New Buy 2020-06-30
Rosenberg Matthew Hamilton 140 0 New Buy 2020-06-30
Gradient Investments LLC 138 108 28% 2020-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 137 55,407 100% 2020-06-30
Riggs Asset Managment Co. Inc. 129 37,460 100% 2020-06-30
Tarbox Group, Inc. 125 0 New Buy 2020-06-30
Jackson, Grant Investment Advisers, Inc. 125 125 No Change 2020-06-30
TCI Wealth Advisors, Inc. 100 1,919 95% 2020-06-30
HORIZON BANCORP /IN/ 95 95 No Change 2020-06-30
Pinnacle Bank 74 0 New Buy 2020-06-30
Armor Investment Advisors, LLC 67 67 No Change 2020-06-30
CFG Asset Management LLC 65 65 No Change 2020-06-30
Sawyer & Company, Inc 65 65 No Change 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 61 61 No Change 2020-06-30
Norway Savings Bank 50 50 No Change 2020-06-30
FAMILY CAPITAL TRUST CO., NA 42 53 21% 2020-06-30
Costello Asset Management, INC 37 0 New Buy 2020-06-30
MCF Advisors LLC 28 0 New Buy 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 27 0 New Buy 2020-06-30
Vigilant Capital Management, LLC 25 0 New Buy 2020-06-30
Archer Investment Corp 22 22 No Change 2020-06-30
Certified Advisory Corp 19 151 87% 2020-06-30
Rockbridge Investment Management, LCC 17 0 New Buy 2020-06-30
Demars Financial Group, LLC 13 0 New Buy 2020-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11 11 No Change 2020-06-30
Elm Partners Management LLC 8 0 New Buy 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 6 6,660 100% 2020-06-30
NAVELLIER & ASSOCIATES INC 0 931,456 Sold Out 2020-06-30
SPINNAKER TRUST 0 6,580 Sold Out 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 0 1,050,591 Sold Out 2020-06-30
MACKENZIE FINANCIAL CORP 0 309,735 Sold Out 2020-06-30
First Heartland Consultants, Inc. 0 2,713 Sold Out 2020-06-30
MARVIN & PALMER ASSOCIATES INC 0 10,035 Sold Out 2020-06-30
NOMURA ASSET MANAGEMENT CO LTD 0 3,495 Sold Out 2020-06-30
Welch Group, LLC 0 57,209 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 80 Sold Out 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 0 3,313 Sold Out 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 0 2,458 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 15 Sold Out 2020-06-30
Tanglewood Wealth Management, Inc. 0 677,090 Sold Out 2020-06-30
Partnervest Advisory Services LLC 0 2,668 Sold Out 2020-06-30
WRAPMANAGER INC 0 30,684 Sold Out 2020-06-30
Strategic Advisors LLC 0 4,481 Sold Out 2020-06-30
Merriman Wealth Management, LLC 0 1,056,041 Sold Out 2020-06-30
FDx Advisors, Inc. 0 17,409 Sold Out 2020-06-30
Berkshire Money Management, Inc. 0 94 Sold Out 2020-06-30
Tillar-Wenstrup Advisors, LLC 0 166,179 Sold Out 2020-06-30
Advisory Alpha, LLC 0 667 Sold Out 2020-06-30
GaveKal Capital, LLC 0 6,691 Sold Out 2020-06-30
Concorde Asset Management, LLC 0 6,176 Sold Out 2020-06-30
Argent Trust Co 0 2,502 Sold Out 2020-06-30
Cavalier Investments 0 22,730 Sold Out 2020-06-30
Lowe fs, LLC 0 625 Sold Out 2020-06-30
Proficio Capital Partners LLC 0 170,274 Sold Out 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 0 4,803 Sold Out 2020-06-30
Massey, Quick & Co., LLC 0 47 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 40,532 Sold Out 2020-06-30
GenWealth Group, Inc. 0 163,582 Sold Out 2020-06-30
Tower View Investment Management & Research LLC 0 7,088 Sold Out 2020-06-30
Blackhawk Capital Partners LLC. 0 6,161 Sold Out 2020-06-30
PLANNING DIRECTIONS INC 0 84,306 Sold Out 2020-06-30
Lee Capital Holdings LLC 0 5,456 Sold Out 2020-06-30
Redhawk Wealth Advisors, Inc. 0 53,774 Sold Out 2020-06-30
Strategic Investment Advisors / MI 0 6,871 Sold Out 2020-06-30
Aptus Capital Advisors, LLC 0 766 Sold Out 2020-06-30
Aspire Private Capital, LLC 0 56 Sold Out 2020-06-30
Shilanski & Associates, Inc. 0 2,644 Sold Out 2020-06-30
TCF National Bank 0 3,691 Sold Out 2020-06-30
Savior LLC 0 71 Sold Out 2020-06-30
S.A. Mason LLC 0 200 Sold Out 2020-06-30
EPIQ PARTNERS, LLC 0 4,165 Sold Out 2020-06-30
Firestone Capital Management 0 189 Sold Out 2020-06-30
University of Massachusetts Foundation, Inc. 0 438,700 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 5,473 Sold Out 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 0 758 Sold Out 2020-06-30
FURE FINANCIAL CORP 0 38,784 Sold Out 2020-06-30
Wealth Quarterback LLC 0 61 Sold Out 2020-06-30
Wealthsimple US, Ltd. 0 15,430 Sold Out 2020-06-30
Executive Wealth Management, LLC 1,223,870 0 New Buy 2020-03-31
Matson Money. Inc. 1,201,847 1,273,471 6% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 9,088 3,940 131% 2020-03-31
D. SCOTT NEAL, INC. 809,892 103,309 684% 2020-03-31
MML INVESTORS SERVICES, LLC 506,551 324,945 56% 2020-03-31
JAMES INVESTMENT RESEARCH INC 292,450 489,558 40% 2020-03-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 144,729 145,806 1% 2020-03-31
Strategic Wealth Advisors Group,Inc. 87,632 104,297 16% 2020-03-31
Omnia Family Wealth, LLC 76,525 63,656 20% 2020-03-31
Alhambra Investment Partners LLC 44,897 50,704 11% 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 41,300 0 New Buy 2020-03-31
DEUTSCHE BANK AG 34,246 84,401 59% 2020-03-31
Laurel Wealth Advisors, Inc. 31,776 2,464 1,190% 2020-03-31
Westside Investment Management, Inc. 24,690 0 New Buy 2020-03-31
EASTERN BANK 23,850 437,418 95% 2020-03-31
Winfield Associates, Inc. 20,290 11,140 82% 2020-03-31
Steward Partners Investment Advisory, LLC 20,126 14,836 36% 2020-03-31
BOYS ARNOLD & CO INC 18,602 17,602 6% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 17,779 20,847 15% 2020-03-31
Clarus Wealth Advisors 16,341 0 New Buy 2020-03-31
Atlantic Trust Group, LLC 16,311 15,980 2% 2020-03-31
St. James Investment Company, LLC 13,362 7,602 76% 2020-03-31
Resources Investment Advisors, Inc. 11,880 14,625 19% 2020-03-31
SignalPoint Asset Management, LLC 11,722 13,201 11% 2020-03-31
Foothills Asset Management, Ltd. 11,212 11,877 6% 2020-03-31
Smart Portfolios, LLC 8,374 8,374 No Change 2020-03-31
Financial Gravity Wealth, Inc. 27 27 No Change 2020-03-31
Silverleafe Capital Partners, LLC 5,045 5,044 0% 2020-03-31
PRIVATE TRUST CO NA 5,020 8,791 43% 2020-03-31
INTL FCSTONE INC. 5,011 3,957 27% 2020-03-31
Waterloo Capital, L.P. 4,519 0 New Buy 2020-03-31
Gierl Augustine Investment Management Inc 4,200 4,200 No Change 2020-03-31
Krilogy Financial LLC 2,568 2,802 8% 2020-03-31
Founders Capital Management 1,450 1,450 No Change 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 1,375 0 New Buy 2020-03-31
SIMPLEX TRADING, LLC 1,200 52,223 98% 2020-03-31
RPg Family Wealth Advisory, LLC 1,062 0 New Buy 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 500 500 No Change 2020-03-31
Golden State Wealth Management, LLC 349 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 256 278 8% 2020-03-31
TOTH FINANCIAL ADVISORY CORP 218 218 No Change 2020-03-31
Center for Financial Planning, Inc. 189 0 New Buy 2020-03-31
Stratford Consulting, LLC 96 96 No Change 2020-03-31
Lake Point Wealth Management 18 18 No Change 2020-03-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*