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STOCK TICKER:
ISHARES LEHMAN TIPS   (ticker: TIP)
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/ 15,062,490 0 New Buy 2020-06-30
MORGAN STANLEY 7,907,291 0 New Buy 2020-06-30
FMR LLC 5 0 New Buy 2020-06-30
UBS Group AG 50 50 No Change 2020-06-30
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3,642,187 0 New Buy 2020-06-30
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 3,343,209 1,423,209 135% 2020-06-30
Personal Capital Advisors Corp 3,060,570 2,924,085 5% 2020-06-30
LPL Financial CORP 2,707,200 2,654,041 2% 2020-06-30
WELLS FARGO & CO/MN 2,378,229 2,023,896 18% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,742,266 417,746 317% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 1,610,656 1,277,845 26% 2020-06-30
STATE STREET CORP 1,609,795 1,451,525 11% 2020-06-30
PICTET ASSET MANAGEMENT LTD 1,277,700 0 New Buy 2020-06-30
AMERIPRISE FINANCIAL INC 1,196,257 0 New Buy 2020-06-30
FIL Ltd 3,136 8,703 64% 2020-06-30
J P MORGAN CHASE & CO 791,109 4,076,347 81% 2020-06-30
ROYAL BANK OF CANADA 735,687 0 New Buy 2020-06-30
JANE STREET GROUP, LLC 652,362 2,272 28,613% 2020-06-30
HAP Trading, LLC 294,450 0 New Buy 2020-06-30
Amerivest Investment Management LLC 592,619 546,748 8% 2020-06-30
Laidlaw Wealth Management LLC 575,013 0 New Buy 2020-06-30
Man Group plc 513,251 57,311 796% 2020-06-30
Susquehanna International Group, LLP 464,814 174,808 166% 2020-06-30
GOLUB GROUP LLC 449,430 458,643 2% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 437,306 452,088 3% 2020-06-30
GenTrust, LLC 426,538 337,253 26% 2020-06-30
EVOKE WEALTH, LLC 414,396 337,932 23% 2020-06-30
Comprehensive Portfolio Management, LLC 403,354 411,862 2% 2020-06-30
GOLDMAN SACHS GROUP INC 1,939 0 New Buy 2020-06-30
M&T BANK CORP 390,792 550,192 29% 2020-06-30
QS Investors, LLC 376,219 0 New Buy 2020-06-30
STIFEL FINANCIAL CORP 13 0 New Buy 2020-06-30
BB&T CORP 357,022 0 New Buy 2020-06-30
Raymond James Financial Services Advisors, Inc. 345,176 292,182 18% 2020-06-30
WealthNavi Inc. 340,295 321,456 6% 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 332,393 322,822 3% 2020-06-30
RAYMOND JAMES & ASSOCIATES 325,763 261,029 25% 2020-06-30
Berkshire Money Management, Inc. 303,043 295,412 3% 2020-06-30
CBIZ Investment Advisory Services, LLC 288,960 574,587 50% 2020-06-30
CITADEL ADVISORS LLC (Kenneth C. Griffin) 41,700 0 New Buy 2020-06-30
AMP Capital Investors Ltd 280,134 0 New Buy 2020-06-30
Perella Weinberg Partners Capital Management LP 272,988 132,351 106% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 260,425 245,615 6% 2020-06-30
Bank of New York Mellon CORP 255,833 255,245 0% 2020-06-30
ING GROEP NV 250,000 0 New Buy 2020-06-30
Janney Montgomery Scott LLC 237,194 138,730 71% 2020-06-30
FIFTH THIRD BANCORP 226,556 192,612 18% 2020-06-30
Proficio Capital Partners LLC 221,595 137,695 61% 2020-06-30
US BANCORP DE 219,313 233,154 6% 2020-06-30
Insight Wealth Strategies, LLC 216,002 221,442 2% 2020-06-30
ARKANSAS FINANCIAL GROUP, INC. 213,721 207,327 3% 2020-06-30
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 199,843 27,191 635% 2020-06-30
SG Americas Securities, LLC 193,609 3,371 5,643% 2020-06-30
Gradient Investments LLC 189,305 1,278 14,713% 2020-06-30
Pure Financial Advisors, Inc. 188,215 186,618 1% 2020-06-30
BALDWIN BROTHERS INC/MA 500 500 No Change 2020-06-30
ETRADE Capital Management LLC 6,328 5,875 8% 2020-06-30
RHUMBLINE ADVISERS 178,772 164,400 9% 2020-06-30
BLAIR WILLIAM & CO/IL 174,058 166,241 5% 2020-06-30
GUGGENHEIM CAPITAL LLC 170,401 183,637 7% 2020-06-30
Multi-Financial Securities Corp 166,719 155,655 7% 2020-06-30
Estate Counselors, LLC 165,670 148,130 12% 2020-06-30
HUNTINGTON NATIONAL BANK 165,193 171,454 4% 2020-06-30
MANUFACTURERES LIFE INSURANCE CO 155,023 0 New Buy 2020-06-30
Cornerstone Wealth Group, LLC 153,871 0 New Buy 2020-06-30
BANK OF MONTREAL /CAN/ 151,659 111,983 35% 2020-06-30
SRS Capital Advisors, Inc. 150,045 0 New Buy 2020-06-30
HighTower Advisors, LLC 148,887 105,429 41% 2020-06-30
Hilltop Holdings Inc. 147,847 17,287 755% 2020-06-30
ALESCO ADVISORS LLC 145,488 156,030 7% 2020-06-30
Strategic Investment Advisors, Inc 141,394 138,760 2% 2020-06-30
TOTAL INVESTMENT MANAGEMENT INC 139,050 140,506 1% 2020-06-30
PROFFITT & GOODSON INC 135,064 0 New Buy 2020-06-30
Morningstar Investment Services, Inc. 133,043 36,444 265% 2020-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP 132,364 105,996 25% 2020-06-30
UNITED CAPITAL FINANCIAL ADVISERS,INC. 126,884 0 New Buy 2020-06-30
Soltis Investment Advisors LLC 125,957 97,735 29% 2020-06-30
TOEWS CORP /ADV 121,971 47,900 155% 2020-06-30
BABSON CAPITAL MANAGEMENT LLC 121,627 0 New Buy 2020-06-30
MOORE CAPITAL MANAGEMENT, LP (Louis Bacon) 121,600 0 New Buy 2020-06-30
Polaris Wealth Advisers, LLC 119,737 361,170 67% 2020-06-30
Rockefeller Capital Management L.P. 0 81,213 Sold Out 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 111,878 113,369 1% 2020-06-30
Fulton Breakefield Broenniman LLC 110,874 106,665 4% 2020-06-30
Goss Wealth Management LLC 101,757 9,000 1,031% 2020-06-30
Alpha Cubed Investments, LLC 101,094 96,747 4% 2020-06-30
Busey Trust CO 100,804 102,142 1% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 100,278 78,636 28% 2020-06-30
EFG Asset Management (Americas) Corp. 98,933 107,667 8% 2020-06-30
Private Advisor Group, LLC 97,803 99,772 2% 2020-06-30
TELEMUS CAPITAL, LLC 93,653 96,230 3% 2020-06-30
TIAA, FSB 6 6 No Change 2020-06-30
Baird Financial Group, Inc. 10,377 11,377 9% 2020-06-30
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 89,474 91,058 2% 2020-06-30
Zhang Financial LLC 88,784 96,486 8% 2020-06-30
Ballentine, Finn & Company, Inc. 87,603 88,248 1% 2020-06-30
Stratos Wealth Partners, LTD. 87,179 82,380 6% 2020-06-30
Integrated Advisors Network LLC 86,787 87,357 1% 2020-06-30
CITIGROUP INC 85,276 383,086 78% 2020-06-30
CREDIT SUISSE/ 85,204 78,147 9% 2020-06-30
WASHINGTON TRUST CO 84,944 83,331 2% 2020-06-30
Janney Capital Management LLC 84,440 90,578 7% 2020-06-30
FRANKLIN RESOURCES INC 83,324 30,695 171% 2020-06-30
Emerson Wealth Management, LLC 83,303 86,239 3% 2020-06-30
S.A.C. Capital Advisors (Hong Kong) Ltd. 82,300 0 New Buy 2020-06-30
Petix & Botte Co 82,180 40,440 103% 2020-06-30
Asset Management Group, Inc. 82,172 81,897 0% 2020-06-30
H D Vest Advisory Services 80,070 81,599 2% 2020-06-30
HSBC HOLDINGS PLC 78,096 0 New Buy 2020-06-30
Mariner Wealth Advisors, LLC 77,413 78,612 2% 2020-06-30
IBERIABANK CORP 76,990 87,938 12% 2020-06-30
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 75,011 114,712 35% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 74,458 0 New Buy 2020-06-30
Eagle Ridge Investment Management 74,177 72,403 2% 2020-06-30
DAVIDSON D A & CO 74,157 78,915 6% 2020-06-30
Elm Partners Management LLC 73,145 0 New Buy 2020-06-30
Family Firm, Inc. 72,688 75,459 4% 2020-06-30
David R. Rahn & Associates Inc. 68,399 0 New Buy 2020-06-30
BANQUE PICTET & CIE SA 67,300 25,850 160% 2020-06-30
MILLENNIUM MANAGEMENT LLC 67,191 0 New Buy 2020-06-30
Money Design Co.,Ltd. 65,599 72,799 10% 2020-06-30
Riggs Asset Managment Co. Inc. 65,277 16,948 285% 2020-06-30
Rathbone Brothers plc 65,110 63,410 3% 2020-06-30
Transamerica Financial Advisors, Inc. 64,855 1,773 3,558% 2020-06-30
EP Wealth Advisors, Inc. 64,321 66,088 3% 2020-06-30
COMMERCE BANK N A/MO 63,973 92,468 31% 2020-06-30
J.W. COLE ADVISORS, INC. 63,302 1,834 3,352% 2020-06-30
VIEWPOINT INVESTMENT PARTNERS CORP 62,800 26,900 133% 2020-06-30
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 60,718 0 New Buy 2020-06-30
Deane Retirement Strategies, Inc. 60,407 0 New Buy 2020-06-30
DIVERGENT WEALTH ADVISORS, LLC 60,268 19,377 211% 2020-06-30
Pinnacle Advisory Group, Inc. 59,544 0 New Buy 2020-06-30
Eqis Capital Management, Inc. 59,296 55,907 6% 2020-06-30
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 59,103 58,845 0% 2020-06-30
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 59,076 59,126 0% 2020-06-30
High Falls Advisors, Inc 59,046 0 New Buy 2020-06-30
Merriman Wealth Management, LLC 58,215 78,748 26% 2020-06-30
W.G. Shaheen & Associates DBA Whitney & Co 58,067 48,736 19% 2020-06-30
ADIRONDACK TRUST CO 57,761 57,604 0% 2020-06-30
WADE G W & INC 57,436 55,251 4% 2020-06-30
Cranbrook Wealth Management, LLC 57,390 0 New Buy 2020-06-30
Premise Capital, LLC 55,900 0 New Buy 2020-06-30
Coastline Trust CO 55,155 54,595 1% 2020-06-30
Sigma Planning Corp 54,954 40,530 36% 2020-06-30
Independent Family Office, LLC 54,892 54,892 No Change 2020-06-30
MV Capital Management, Inc. 54,891 0 New Buy 2020-06-30
Financial Network 54,349 46,759 16% 2020-06-30
Neuberger Berman Group LLC 54,314 75,546 28% 2020-06-30
Heritage Trust Co 53,590 52,922 1% 2020-06-30
CONNABLE OFFICE INC 52,446 51,043 3% 2020-06-30
Sumitomo Mitsui Trust Holdings, Inc. 52,400 131,500 60% 2020-06-30
BARCLAYS PLC 1,209 1,209 No Change 2020-06-30
Curbstone Financial Management Corp 51,972 51,172 2% 2020-06-30
KWMG, LLC 51,850 47,634 9% 2020-06-30
People's United Financial, Inc. 51,774 52,199 1% 2020-06-30
MOULTON WEALTH MANAGEMENT, INC 50,523 4,601 998% 2020-06-30
Verger Capital Management LLC 49,691 49,497 0% 2020-06-30
Global Endowment Management, LP 49,530 27,030 83% 2020-06-30
White Pine Investment CO 49,371 49,566 0% 2020-06-30
Ameraudi Asset Management, Inc. 49,145 0 New Buy 2020-06-30
CIBC World Markets Inc. 48,304 0 New Buy 2020-06-30
UNITED SERVICES AUTOMOBILE ASSOCIATION 44,838 67,094 33% 2020-06-30
Autus Asset Management, LLC 85 67,403 100% 2020-06-30
Parkside Financial Bank & Trust 44,205 37,740 17% 2020-06-30
FIRST TRUST ADVISORS LP 43,229 72,143 40% 2020-06-30
Signature Wealth Management Group 43,106 43,461 1% 2020-06-30
BCJ Capital Management, LLC 43,029 0 New Buy 2020-06-30
North Star Investment Management Corp. 42,646 19,035 124% 2020-06-30
Jaffetilchin Investment Partners, LLC 42,278 13,348 217% 2020-06-30
Creative Planning 24,068 39,349 39% 2020-06-30
American Financial Advisors, LLC 41,895 43,264 3% 2020-06-30
CULLEN FROST BANKERS INC 0 38,599 Sold Out 2020-06-30
MACKENZIE FINANCIAL CORP 41,700 11,200 272% 2020-06-30
AMJ Financial Wealth Management 41,599 0 New Buy 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 41,449 48,761 15% 2020-06-30
LaFleur & Godfrey, Inc. 40,625 41,575 2% 2020-06-30
LYELL WEALTH MANAGEMENT, LP 40,490 35,715 13% 2020-06-30
Renaissance Technologies(Jim Simons) 39,000 0 New Buy 2020-06-30
LAKE STREET FINANCIAL LLC 38,759 31,305 24% 2020-06-30
CAPTRUST FINANCIAL ADVISORS 38,455 31,060 24% 2020-06-30
NorthCoast Asset Management LLC 38,452 38,130 1% 2020-06-30
STERLING INVESTMENT ADVISORS LLC /ADV 38,008 38,638 2% 2020-06-30
Brookstone Capital Management 37,962 7,332 418% 2020-06-30
WOODMONT INVESTMENT COUNSEL LLC 37,605 0 New Buy 2020-06-30
Financial Architects, Inc 37,186 33,937 10% 2020-06-30
Private Portfolio Partners LLC 36,567 0 New Buy 2020-06-30
CPCM, LLC 36,348 49,444 26% 2020-06-30
Geneva Partners, LLC 36,131 0 New Buy 2020-06-30
Bull Street Advisors, LLC 36,037 23,824 51% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 23,450 23,450 No Change 2020-06-30
Paradigm Financial Advisors, LLC 35,849 32,227 11% 2020-06-30
McCollum Christoferson Group LLC 34,899 35,639 2% 2020-06-30
NWAM LLC 34,794 12,825 171% 2020-06-30
AE Wealth Management LLC 34,672 25,518 36% 2020-06-30
BlueSky Wealth Advisors, LLC 33,965 34,299 1% 2020-06-30
CAMDEN NATIONAL BANK 33,744 28,454 19% 2020-06-30
Samalin Investment Counsel, LLC 33,572 35,183 5% 2020-06-30
UNIONBANCAL CORP 33,069 35,886 8% 2020-06-30
Centiva Capital, LP 33,000 44,000 25% 2020-06-30
Oakmont Partners LLC 32,305 31,892 1% 2020-06-30
Redhawk Wealth Advisors, Inc. 31,697 30,080 5% 2020-06-30
Hardy Reed LLC 31,458 38,003 17% 2020-06-30
Wealth Alliance 31,275 49,398 37% 2020-06-30
E&G Advisors, LP 31,187 27,597 13% 2020-06-30
OKABENA INVESTMENT SERVICES INC 31,079 31,079 No Change 2020-06-30
RAYMOND JAMES TRUST CO 31,017 22,649 37% 2020-06-30
Florin Court Capital LLP 31,000 0 New Buy 2020-06-30
OPPENHEIMER & CO INC 30,504 16,643 83% 2020-06-30
Equitable Holdings, Inc. 21,872 0 New Buy 2020-06-30
Lutz Financial Services LLC 30,485 31,813 4% 2020-06-30
Centric Wealth Management 30,469 0 New Buy 2020-06-30
Advisory Services Network, LLC 29,841 0 New Buy 2020-06-30
Sawtooth Asset Management, Inc. 29,599 0 New Buy 2020-06-30
BBVA USA BANCSHARES INC 29,327 29,863 2% 2020-06-30
Integrated Wealth Concepts LLC 29,160 28,971 1% 2020-06-30
Wills Financial Group, Inc. 29,057 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 28,964 23,410 24% 2020-06-30
National Asset Management, Inc. 28,282 25,997 9% 2020-06-30
Dynamic Advisors Solutions LLC 28,110 28,526 1% 2020-06-30
HM PAYSON & CO 27,214 0 New Buy 2020-06-30
Voya Financial Advisors, Inc. 27,578 0 New Buy 2020-06-30
OXFORD FINANCIAL GROUP LTD 27,376 32,513 16% 2020-06-30
BRIDGER CAPITAL MANAGEMENT, LLC 27,330 0 New Buy 2020-06-30
Bartlett & Co. LLC 27,286 18,006 52% 2020-06-30
Israel Discount Bank of New York 27,223 22,032 24% 2020-06-30
Blueprint Investment Partners LLC 27,121 19,743 37% 2020-06-30
TWIN FOCUS CAPITAL PARTNERS, LLC 26,865 19,718 36% 2020-06-30
Twele Capital Management, Inc. 26,712 26,712 No Change 2020-06-30
Belpointe Asset Management LLC 26,665 0 New Buy 2020-06-30
First Personal Financial Services 26,556 25,940 2% 2020-06-30
Covington Capital Management 26,465 18,930 40% 2020-06-30
Krasney Financial LLC 26,464 26,784 1% 2020-06-30
MIRSKY FINANCIAL MANAGEMENT CORP. 25,776 18,110 42% 2020-06-30
FIRST NATIONAL TRUST CO 25,361 23,576 8% 2020-06-30
PMFM Inc. 25,266 0 New Buy 2020-06-30
Ifrah Financial Services, Inc. 24,741 25,078 1% 2020-06-30
Steigerwald, Gordon & Koch Inc. 24,727 24,986 1% 2020-06-30
SigFig Wealth Management, LLC 24,677 23,361 6% 2020-06-30
Peak Financial Management, Inc. 24,318 24,462 1% 2020-06-30
CONNING Asset Management Co. 24,233 23,923 1% 2020-06-30
Arrow Investment Advisors, LLC 23,698 0 New Buy 2020-06-30
Baldrige Asset Management LLC 23,464 23,589 1% 2020-06-30
WESBANCO BANK INC 23,401 20,351 15% 2020-06-30
CALTON & ASSOCIATES, INC. 23,253 26,291 12% 2020-06-30
NEXT Financial Group, Inc 0 14,523 Sold Out 2020-06-30
CLS INVESTMENT FIRM, LLC 23,138 23,402 1% 2020-06-30
Danda Trouve Investment Management, Inc. 22,989 14 164,107% 2020-06-30
Columbus Macro, LLC 22,858 19,052 20% 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 22,846 9,308 145% 2020-06-30
MAKENA CAPITAL MANAGEMENT LLC 22,445 21,069 7% 2020-06-30
NORTHERN TRUST CORP 22,423 0 New Buy 2020-06-30
STOCK YARDS BANK & TRUST CO 21,977 21,827 1% 2020-06-30
Parkside Investments, LLC 21,750 23,925 9% 2020-06-30
Capital Advisory Group Advisory Services, LLC 0 4,442 Sold Out 2020-06-30
Ellis Investment Partners, LLC 21,449 20,103 7% 2020-06-30
Willow Creek Wealth Management Inc. 21,346 20,712 3% 2020-06-30
AlphaMark Advisors, LLC 21,231 21,131 0% 2020-06-30
Sandy Spring Bank 21,155 21,375 1% 2020-06-30
Capital Investment Advisors, LLC 20,879 20,726 1% 2020-06-30
IHT Wealth Management, LLC 20,580 9,117 126% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 19,855 21,453 7% 2020-06-30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 19,540 20,120 3% 2020-06-30
Cardan Capital Partners, LLC 19,344 24,027 19% 2020-06-30
PANAGORA ASSET MANAGEMENT INC 19,270 74,567 74% 2020-06-30
Garner Asset Management Corp 19,257 19,935 3% 2020-06-30
Country Club Trust Company, n.a. 980 6,738 85% 2020-06-30
Archford Capital Strategies, LLC 19,049 7,250 163% 2020-06-30
Empirical Financial Services, LLC 18,769 19,744 5% 2020-06-30
CORBETT ROAD CAPITAL MANAGEMENT, LLC 18,648 17,692 5% 2020-06-30
IFP Advisors, Inc 18,636 4,871 283% 2020-06-30
Rampart Investment Management Company, LLC 18,568 0 New Buy 2020-06-30
Guidance Point Advisors, LLC 18,525 17,746 4% 2020-06-30
FormulaFolio Investments, LLC 18,462 20,551 10% 2020-06-30
Parsec Financial Management, Inc. 18,150 19,576 7% 2020-06-30
Courage Miller Partners, LLC 18,044 18,108 0% 2020-06-30
Blue Fin Capital, Inc. 17,939 9,804 83% 2020-06-30
Burleson & Company, LLC 17,871 18,262 2% 2020-06-30
BLUE SQUARE ASSET MANAGEMENT, LLC 17,704 0 New Buy 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 17,635 23,878 26% 2020-06-30
Mutual Advisors, LLC 17,589 0 New Buy 2020-06-30
Bragg Financial Advisors, Inc 17,491 0 New Buy 2020-06-30
Sunesis Advisors, LLC 17,288 17,288 No Change 2020-06-30
Frontier Wealth Management LLC 16,992 0 New Buy 2020-06-30
Forefront Analytics, LLC 10,276 12,151 15% 2020-06-30
Pflug Koory, LLC 16,929 14,315 18% 2020-06-30
LINCOLN NATIONAL CORP 820 17,521 95% 2020-06-30
Kovack Advisors, Inc. 16,421 15,293 7% 2020-06-30
Gibson Capital Management, Ltd. 15,839 17,339 9% 2020-06-30
Paragon Capital Management Ltd 15,500 15,500 No Change 2020-06-30
Global Retirement Partners, LLC 15,485 17,960 14% 2020-06-30
NICOLET ADVISORY SERVICES, LLC 15,485 18,780 18% 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 15,461 14,397 7% 2020-06-30
Madden Advisory Services, Inc. 15,381 15,997 4% 2020-06-30
Gryphon Financial Partners LLC 15,259 15,200 0% 2020-06-30
Financial Advocates Investment Management 15,246 11,856 29% 2020-06-30
Wealthcare Advisory Partners LLC 15,244 16,204 6% 2020-06-30
Ballew Advisors, Inc 15,204 0 New Buy 2020-06-30
ADVANTUS CAPITAL MANAGEMENT INC 15,100 13,900 9% 2020-06-30
Simmons Bank 14,755 0 New Buy 2020-06-30
Blue Creek Investment Partners, LLC 14,698 15,465 5% 2020-06-30
Mechanics Bank Trust Department 800 15,320 95% 2020-06-30
Procyon Private Wealth Partners, LLC 14,345 0 New Buy 2020-06-30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14,181 14,699 4% 2020-06-30
Alexandria Capital, LLC 14,120 15,179 7% 2020-06-30
Palisade Asset Management, LLC 14,049 14,251 1% 2020-06-30
Patriot Investment Management Inc. 13,796 10,484 32% 2020-06-30
Private Advisory Group LLC 13,757 0 New Buy 2020-06-30
NVWM, LLC 13,741 1,285 969% 2020-06-30
N.E.W. Advisory Services LLC 13,714 0 New Buy 2020-06-30
BRINKER CAPITAL INC 13,706 13,275 3% 2020-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 13,456 13,456 No Change 2020-06-30
PINNACLE ASSOCIATES LTD 13,321 13,597 2% 2020-06-30
Aviance Capital Partners, LLC 13,164 13,094 1% 2020-06-30
BRIGHTON JONES LLC 13,148 13,548 3% 2020-06-30
Magnus Financial Group LLC 13,129 13,311 1% 2020-06-30
FIRST UNITED BANK TRUST/ 13,096 12,880 2% 2020-06-30
StrongBox Wealth, LLC 12,940 0 New Buy 2020-06-30
FLOW TRADERS U.S. LLC 12,930 15,744 18% 2020-06-30
SeaCrest Wealth Management, LLC 12,809 13,194 3% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 12,629 7,093 78% 2020-06-30
Steel Peak Wealth Management LLC 12,556 12,187 3% 2020-06-30
WEALTHSOURCE PARTNERS, LLC 12,414 4,226 194% 2020-06-30
FIRST HAWAIIAN BANK 12,363 13,341 7% 2020-06-30
Measured Wealth Private Client Group, LLC 12,224 11,810 4% 2020-06-30
Round Table Services, LLC 12,106 11,456 6% 2020-06-30
HANCOCK HOLDING CO 12,032 17,615 32% 2020-06-30
COURIER CAPITAL CORP 12,012 11,512 4% 2020-06-30
GAMBLE JONES INVESTMENT COUNSEL 11,966 11,966 No Change 2020-06-30
BKD Wealth Advisors, LLC 11,797 16,797 30% 2020-06-30
Bridgeworth, LLC 11,787 12,264 4% 2020-06-30
AMG National Trust Bank 11,705 0 New Buy 2020-06-30
Harwood Advisory Group, LLC 0 56,644 Sold Out 2020-06-30
Koshinski Asset Management, Inc. 11,542 8,108 42% 2020-06-30
Klingman & Associates, LLC 11,514 12,581 8% 2020-06-30
Ford Financial Group, Inc. 11,460 10,996 4% 2020-06-30
TIEMANN INVESTMENT ADVISORS, LLC 10,954 11,684 6% 2020-06-30
Goelzer Investment Management, Inc. 10,898 35,807 70% 2020-06-30
Wealthstreet Investment Advisors, LLC 10,698 10,557 1% 2020-06-30
Connecticut Wealth Management, LLC 10,682 10,929 2% 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 10,645 990 975% 2020-06-30
Dorsey Wright & Associates 10,636 0 New Buy 2020-06-30
Virtue Capital Management, LLC 10,525 0 New Buy 2020-06-30
Kingfisher Capital LLC 10,509 7,187 46% 2020-06-30
ATHENA CAPITAL ADVISORS LLC 10,500 10,500 No Change 2020-06-30
Starfire Investment Advisers, Inc. 10,480 37,384 72% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 10,436 12,368 16% 2020-06-30
Barber Financial Group, Inc. 10,134 11,265 10% 2020-06-30
Fort Point Capital Partners, LLC 10,116 0 New Buy 2020-06-30
COLDSTREAM CAPITAL MANAGEMENT INC 10,009 9,875 1% 2020-06-30
GeoWealth Management, LLC 10,002 0 New Buy 2020-06-30
Hillcrest Wealth Advisors - NY, LLC 9,875 10,375 5% 2020-06-30
FAGAN ASSOCIATES, INC. 9,853 9,853 No Change 2020-06-30
Apella Capital, LLC 9,803 9,802 0% 2020-06-30
SCBT FINANCIAL CORP 9,801 9,617 2% 2020-06-30
Verde Capital Management 9,738 12,046 19% 2020-06-30
Beacon Pointe Advisors, LLC 9,484 8,816 8% 2020-06-30
Private Harbour Investment Management & Counsel, LLC 9,463 9,463 No Change 2020-06-30
SONATA CAPITAL GROUP INC 9,460 8,860 7% 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,433 8,687 9% 2020-06-30
Altavista Wealth Management, Inc. 9,398 9,298 1% 2020-06-30
Institute for Wealth Management, LLC. 9,395 9,987 6% 2020-06-30
Capital Wealth Alliance, LLC 9,354 9,559 2% 2020-06-30
Lakeview Capital Partners, LLC 9,315 9,333 0% 2020-06-30
Addison Capital Co 9,226 9,305 1% 2020-06-30
Almanack Investment Partners, LLC. 9,205 8,289 11% 2020-06-30
Parallel Advisors, LLC 9,153 8,773 4% 2020-06-30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,148 9,114 0% 2020-06-30
Roundview Capital LLC 9,094 0 New Buy 2020-06-30
FDx Advisors, Inc. 8,971 0 New Buy 2020-06-30
CWM, LLC 8,715 201 4,236% 2020-06-30
WealthTrust Axiom LLC 8,690 9,690 10% 2020-06-30
TRUST CO OF VERMONT 8,618 7,508 15% 2020-06-30
Ambassador Advisors, LLC 8,578 18,297 53% 2020-06-30
Weaver Consulting Group 8,541 9,017 5% 2020-06-30
Argent Trust Co 8,523 8,563 0% 2020-06-30
DUNCKER STREETT & CO INC 8,519 9,108 6% 2020-06-30
PFG Advisors 8,468 6,862 23% 2020-06-30
Choate Investment Advisors 8,451 8,451 No Change 2020-06-30
Nikulski Financial, Inc. 8,433 5,317 59% 2020-06-30
Western Wealth Management, LLC 8,400 9,589 12% 2020-06-30
Ellenbecker Investment Group 8,373 7,423 13% 2020-06-30
America First Investment Advisors, LLC 8,233 8,088 2% 2020-06-30
WEBSTER BANK, N. A. 8,220 8,746 6% 2020-06-30
Savant Capital Management Inc 8,135 8,754 7% 2020-06-30
Vestmark Advisory Solutions, Inc. 8,101 2,385 240% 2020-06-30
Burns Wealth Management, Inc. 7,947 3,791 110% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 7,863 7,858 0% 2020-06-30
PFG Financial Advisors 7,818 14,221 45% 2020-06-30
WealthBridge Capital Management, LLC 7,773 7,773 No Change 2020-06-30
IFG Advisory, LLC 7,766 8,484 8% 2020-06-30
PROEQUITIES, INC. 7,762 5,971 30% 2020-06-30
Atlas Brown,Inc. 7,716 7,847 2% 2020-06-30
Plancorp, LLC 7,712 6,481 19% 2020-06-30
Argent Advisors, Inc. 7,707 0 New Buy 2020-06-30
HOLLENCREST SECURITIES LLC 7,706 0 New Buy 2020-06-30
VERITY Wealth Advisors 7,702 7,684 0% 2020-06-30
TRUE Private Wealth Advisors 7,669 8,063 5% 2020-06-30
COMERICA SECURITIES,INC. 7,638 0 New Buy 2020-06-30
Bellecapital International Ltd. 7,583 7,564 0% 2020-06-30
Cetera Investment Advisers 7,579 7,073 7% 2020-06-30
STEPHENS INC /AR/ 7,569 7,287 4% 2020-06-30
Sunburst Financial Group, LLC 7,532 7,532 No Change 2020-06-30
Ancora Advisors, LLC 7,516 3,730 102% 2020-06-30
Diversified Portfolios, Inc. 7,499 7,499 No Change 2020-06-30
Regal Investment Advisors, LLC 7,465 0 New Buy 2020-06-30
Perigon Wealth Management, LLC 7,454 5,648 32% 2020-06-30
REGIONS FINANCIAL CORP 7,435 8,206 9% 2020-06-30
SMITH, MOORE & CO. 7,360 0 New Buy 2020-06-30
NICOLET BANKSHARES INC 7,316 7,867 7% 2020-06-30
LVW Advisors, LLC 7,304 107,098 93% 2020-06-30
Coastal Investment Advisors, Inc. 7,265 7,727 6% 2020-06-30
Budros, Ruhlin & Roe, Inc. 7,255 7,308 1% 2020-06-30
SlateStone Wealth, LLC 7,227 5,902 22% 2020-06-30
J. W. Coons Advisors, LLC 7,227 7,077 2% 2020-06-30
Castle Rock Wealth Management, LLC 7,106 7,106 No Change 2020-06-30
Phoenix Holdings Ltd. 7,025 0 New Buy 2020-06-30
Midwest Professional Planners, LTD. 7,010 0 New Buy 2020-06-30
Veritable, L.P. 6,984 6,975 0% 2020-06-30
ROCKLAND TRUST CO 6,971 6,530 7% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 6,961 7,290 5% 2020-06-30
RVW Wealth, LLC 6,917 6,917 No Change 2020-06-30
Interactive Financial Advisors 6,887 6,828 1% 2020-06-30
Bank of Marin 6,853 6,699 2% 2020-06-30
WHITE PINE CAPITAL LLC 6,843 6,688 2% 2020-06-30
Invesco Ltd. 6,837 0 New Buy 2020-06-30
Homrich & Berg 6,800 5,342 27% 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 6,700 6,750 1% 2020-06-30
BOENNING & SCATTERGOOD, INC. 6,681 6,520 2% 2020-06-30
TCF National Bank 6,657 4,780 39% 2020-06-30
Sunbelt Securities, Inc. 6,647 0 New Buy 2020-06-30
CHARTER TRUST CO 6,617 7,278 9% 2020-06-30
American Investment Services, Inc. 6,551 7,478 12% 2020-06-30
EATON VANCE MANAGEMENT 6,547 6,547 No Change 2020-06-30
Sowell Financial Services LLC 6,531 1,274 413% 2020-06-30
FineMark National Bank & Trust 6,462 6,499 1% 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 6,456 6,398 1% 2020-06-30
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,441 0 New Buy 2020-06-30
Laurel Wealth Advisors LLC 6,412 6,172 4% 2020-06-30
Stonehage Fleming Financial Services Holdings Ltd 6,409 0 New Buy 2020-06-30
9258 Wealth Management, LLC 6,403 6,403 No Change 2020-06-30
PARK AVENUE SECURITIES LLC 6,314 0 New Buy 2020-06-30
Good Life Advisors, LLC 6,269 7,511 17% 2020-06-30
Cubic Asset Management, LLC 6,259 5,753 9% 2020-06-30
Colorado Capital Management, Inc. 6,215 6,405 3% 2020-06-30
XML Financial, LLC 6,140 7,569 19% 2020-06-30
WELCH & FORBES LLC 6,125 6,575 7% 2020-06-30
Evanson Asset Management, LLC 6,068 5,174 17% 2020-06-30
FOSTER & MOTLEY INC 6,062 6,388 5% 2020-06-30
VISTA CAPITAL PARTNERS, INC. 6,062 3,467 75% 2020-06-30
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,943 0 New Buy 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 5,920 0 New Buy 2020-06-30
Prospera Financial Services 5,907 0 New Buy 2020-06-30
Mathes Company, Inc. 5,873 5,873 No Change 2020-06-30
Aprio Wealth Management, LLC 5,821 6,481 10% 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 5,794 5,739 1% 2020-06-30
Maltin Wealth Management, Inc. 5,776 2,093 176% 2020-06-30
Buckingham Asset Management, LLC 5,751 10,187 44% 2020-06-30
180 WEALTH ADVISORS, LLC 5,604 4,746 18% 2020-06-30
NOTTINGHAM ADVISORS, INC. 5,592 5,592 No Change 2020-06-30
HBK Sorce Advisory LLC 5,555 5,654 2% 2020-06-30
DOWLING & YAHNKE INC 5,513 4,961 11% 2020-06-30
AllSquare Wealth Management LLC 5,479 5,479 No Change 2020-06-30
TOWNSQUARE CAPITAL LLC 5,432 5,457 0% 2020-06-30
Focused Wealth Management, Inc 5,429 5,347 2% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 5,384 5,384 No Change 2020-06-30
King Wealth Management Group, LLC 5,355 5,355 No Change 2020-06-30
Baldwin Investment Management, LLC 5,350 5,350 No Change 2020-06-30
S.A. Mason LLC 5,314 5,314 No Change 2020-06-30
McNamara Financial Services, Inc. 5,295 0 New Buy 2020-06-30
IFG Advisors, LLC 5,295 5,211 2% 2020-06-30
PLIMOTH TRUST CO LLC 5,275 5,396 2% 2020-06-30
Hanson Investment Management 5,270 0 New Buy 2020-06-30
FIDUCIARY TRUST CO 5,239 5,615 7% 2020-06-30
Slow Capital, Inc. 5,230 6,388 18% 2020-06-30
Flaharty Asset Management, LLC 5,099 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 5,089 101 4,939% 2020-06-30
Disciplined Investments, LLC 5,023 5,030 0% 2020-06-30
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 5,000 5,000 No Change 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 4,984 2,919 71% 2020-06-30
Bigelow Investment Advisors, LLC 4,949 4,947 0% 2020-06-30
Hanson McClain, Inc. 4,946 42,112 88% 2020-06-30
TAP Consulting, LLC 4,903 6,524 25% 2020-06-30
Sullivan, Bruyette, Speros & Blaney, Inc. 4,840 4,840 No Change 2020-06-30
LCNB CORP 4,730 5,070 7% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 4,709 2,412 95% 2020-06-30
Altium Wealth Management LLC 4,704 4,818 2% 2020-06-30
Community Bank, N.A. 4,661 4,661 No Change 2020-06-30
TWO SIGMA SECURITIES, LLC 4,599 0 New Buy 2020-06-30
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,595 4,845 5% 2020-06-30
Hanlon Investment Management, Inc. 4,574 0 New Buy 2020-06-30
Marks Group Wealth Management, Inc 4,548 4,548 No Change 2020-06-30
BADGLEY PHELPS & BELL INC 4,527 4,522 0% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 4,492 4,552 1% 2020-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 4,415 4,140 7% 2020-06-30
STRATEGY ASSET MANAGERS LLC 4,375 0 New Buy 2020-06-30
MATHER GROUP, INC. 4,317 4,029 7% 2020-06-30
Wealth Advisors of Tampa Bay, LLC 4,310 4,310 No Change 2020-06-30
Successful Portfolios LLC 4,251 3,926 8% 2020-06-30
Mirae Asset Global Investments Co., Ltd. 4,240 0 New Buy 2020-06-30
Rosenbaum Jay D. 4,200 4,200 No Change 2020-06-30
3EDGE Asset Management, LP 4,187 0 New Buy 2020-06-30
Spearhead Capital Advisors, LLC 4,186 2,639 59% 2020-06-30
YorkBridge Wealth Partners, LLC 4,175 4,600 9% 2020-06-30
FIERA SCEPTRE INC. 4,164 4,186 1% 2020-06-30
Elevated Capital Advisors, LLC 4,145 0 New Buy 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 4,112 0 New Buy 2020-06-30
Solstein Capital, LLC 4,105 0 New Buy 2020-06-30
SIGNATUREFD, LLC 4,099 7,907 48% 2020-06-30
OARSMAN CAPITAL, INC. 4,073 4,173 2% 2020-06-30
Stordahl Capital Management, Inc. 4,029 4,042 0% 2020-06-30
SYNOVUS FINANCIAL CORP 3,991 8,619 54% 2020-06-30
FIRST MANHATTAN CO 3,979 3,964 0% 2020-06-30
Crabel Capital Management, LLC 3,976 0 New Buy 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,960 4,714 16% 2020-06-30
ACCESS FINANCIAL SERVICES, INC. 3,930 3,930 No Change 2020-06-30
Change Path, LLC 690 0 New Buy 2020-06-30
AMERITAS INVESTMENT CORP 3,917 4,632 15% 2020-06-30
JMG Financial Group, Ltd. 3,898 3,908 0% 2020-06-30
Hamilton Capital Management, Inc. 3,881 0 New Buy 2020-06-30
Secure Asset Management, LLC 3,877 2,576 51% 2020-06-30
Gs Investments, Inc. 3,856 3,856 No Change 2020-06-30
EXCALIBUR MANAGEMENT CORP 3,840 0 New Buy 2020-06-30
Gradient Capital Advisors, LLC 3,831 3,831 No Change 2020-06-30
Peninsula Wealth, LLC 3,822 4,420 14% 2020-06-30
EisnerAmper Wealth Management Corporate Benefits, LLC 3,817 3,386 13% 2020-06-30
One Capital Management, LLC 3,805 3,898 2% 2020-06-30
Mosaic Family Wealth, LLC 3,764 3,932 4% 2020-06-30
We Are One Seven, LLC 3,759 2,646 42% 2020-06-30
SPRINGBOK CAPITAL MANAGEMENT, LLC 3,730 0 New Buy 2020-06-30
Black Diamond Financial, LLC 3,722 3,722 No Change 2020-06-30
Wellington Shields & Co., LLC 3,719 3,719 No Change 2020-06-30
Cedar Brook Financial Partners, LLC 3,697 0 New Buy 2020-06-30
Fernwood Investment Management, LLC 3,661 0 New Buy 2020-06-30
Patten Group, Inc. 3,649 2,774 32% 2020-06-30
TCG Advisors, LP 3,604 0 New Buy 2020-06-30
Betterment LLC 3,595 0 New Buy 2020-06-30
WHITTIER TRUST CO 3,587 2,168 65% 2020-06-30
DAVENPORT & CO LLC 3,556 2,044 74% 2020-06-30
Gilbert & Cook, Inc. 3,504 3,456 1% 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 3,478 3,478 No Change 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 3,470 3,470 No Change 2020-06-30
Stelac Advisory Services LLC 3,443 8,794 61% 2020-06-30
Sensible Financial Planning & Management, LLC. 3,430 3,684 7% 2020-06-30
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,407 3,635 6% 2020-06-30
Karp Capital Management Corp 3,385 3,210 5% 2020-06-30
Garde Capital, Inc. 3,373 3,541 5% 2020-06-30
MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 3,360 3,360 No Change 2020-06-30
Brown Advisory Securities, LLC 3,307 3,736 11% 2020-06-30
Claro Advisors LLC 3,280 3,211 2% 2020-06-30
Strategic Point Investment Advisors, LLC 3,270 3,270 No Change 2020-06-30
Apollon Wealth Management, LLC 3,226 0 New Buy 2020-06-30
SPRENG CAPITAL MANAGEMENT, INC. 3,217 3,217 No Change 2020-06-30
HAVERFORD TRUST CO 3,187 3,187 No Change 2020-06-30
Hexavest Inc. 3,165 3,165 No Change 2020-06-30
Brouwer & Janachowski, LLC 3,147 3,316 5% 2020-06-30
Cresset Asset Management, LLC 3,125 0 New Buy 2020-06-30
Advisors Asset Management, Inc. 3,106 0 New Buy 2020-06-30
FORT PITT CAPITAL GROUP, LLC 3,040 0 New Buy 2020-06-30
SUNRISE PARTNERS LLC /CT 3,000 0 New Buy 2020-06-30
Acropolis Investment Management, LLC 2,984 3,116 4% 2020-06-30
CEDAR CAPITAL, LLC 2,918 4,879 40% 2020-06-30
Stratos Wealth Advisors, LLC 2,900 2,873 1% 2020-06-30
CT Mason 2,897 0 New Buy 2020-06-30
RSM US WEALTH MANAGEMENT LLC 2,884 6,938 58% 2020-06-30
One Charles Private Wealth Services, LLC 2,878 0 New Buy 2020-06-30
Abbrea Capital, LLC 2,871 2,871 No Change 2020-06-30
Acorn Wealth Advisors, LLC 2,869 0 New Buy 2020-06-30
AdvisorNet Financial, Inc 2,853 2,847 0% 2020-06-30
Ausdal Financial Partners, Inc. 2,840 2,840 No Change 2020-06-30
BALLAST ADVISORS LLC 2,836 3,805 25% 2020-06-30
MASSMUTUAL TRUST CO FSB/ADV 2,831 3,194 11% 2020-06-30
Allianz Asset Management AG 2,804 9,106 69% 2020-06-30
NBT BANK N A /NY 2,801 2,937 5% 2020-06-30
BRYN MAWR TRUST CO/PA 2,796 2,196 27% 2020-06-30
AdvicePeriod, LLC 2,789 2,291 22% 2020-06-30
MidWestOne Financial Group, Inc. 2,782 2,796 1% 2020-06-30
Prudent Man Advisors, LLC 2,782 0 New Buy 2020-06-30
Somerset Group LLC 2,775 2,775 No Change 2020-06-30
BENJAMIN F. EDWARDS & COMPANY, INC. 2,744 3,224 15% 2020-06-30
ASSOCIATED BANC-CORP 2,727 2,727 No Change 2020-06-30
GLYNN JA & CO 2,722 2,722 No Change 2020-06-30
LeJeune Puetz Investment Counsel LLC 2,716 2,715 0% 2020-06-30
Private Capital Group, LLC 2,703 2,783 3% 2020-06-30
LexAurum Advisors, LLC 2,697 2,697 No Change 2020-06-30
Old Port Advisors 2,680 2,505 7% 2020-06-30
Wealth Quarterback LLC 0 2,107 Sold Out 2020-06-30
Pinnacle Family Advisors, LLC 2,654 0 New Buy 2020-06-30
SCOTIA CAPITAL INC. 2,649 58,351 95% 2020-06-30
ROBERTS GLORE & CO INC /IL/ 2,646 2,646 No Change 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 2,627 2,533 4% 2020-06-30
Hartland & Co., LLC 2,622 2,622 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 2,608 2,699 3% 2020-06-30
GUARDIAN CAPITAL ADVISORS LP 2,550 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 2,547 0 New Buy 2020-06-30
TrinityPoint Wealth, LLC 2,539 2,539 No Change 2020-06-30
LAKE STREET ADVISORS GROUP, LLC 2,538 2,528 0% 2020-06-30
BARD ASSOCIATES INC 2,530 2,810 10% 2020-06-30
Carnegie Capital Asset Management, LLC 2,525 2,450 3% 2020-06-30
RMR Wealth Builders 2,516 0 New Buy 2020-06-30
Brio Consultants, LLC 2,466 28,087 91% 2020-06-30
Beacon Financial Advisory LLC 2,464 2,460 0% 2020-06-30
IMS Capital Management 2,449 2,449 No Change 2020-06-30
Abacus Planning Group, Inc. 2,428 2,428 No Change 2020-06-30
Bristlecone Advisors, LLC 2,420 2,788 13% 2020-06-30
Lido Advisors, LLC 2,420 2,162 12% 2020-06-30
TNB Financial 2,397 0 New Buy 2020-06-30
Grubman Wealth Management 2,390 2,390 No Change 2020-06-30
DEARBORN PARTNERS LLC 2,374 2,374 No Change 2020-06-30
CHARTER RESEARCH & INVESTMENT GROUP, INC. 2,330 2,330 No Change 2020-06-30
CVA Family Office, LLC 2,316 2,264 2% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 2,313 2,128 9% 2020-06-30
Mattern Wealth Management LLC 2,310 0 New Buy 2020-06-30
SUMMIT FINANCIAL GROUP INC 2,296 2,296 No Change 2020-06-30
AlphaStar Capital Management, LLC 2,284 2,916 22% 2020-06-30
Front Row Advisors LLC 2,284 2,544 10% 2020-06-30
ZACKS INVESTMENT MANAGEMENT 2,273 0 New Buy 2020-06-30
Bangor Savings Bank 2,259 2,259 No Change 2020-06-30
SPC Financial, Inc. 2,245 2,225 1% 2020-06-30
Regent Peak Wealth Advisors LLC 2,234 2,622 15% 2020-06-30
GenWealth Group, Inc. 2,228 28,346 92% 2020-06-30
Jackson Hole Capital Partners, LLC 2,212 2,211 0% 2020-06-30
BP WEALTH MANAGEMENT, LLC 54 54 No Change 2020-06-30
Emerald Investment Partners, LLC 2,203 212 939% 2020-06-30
Investors Financial Group, LLC 2,161 2,455 12% 2020-06-30
Retirement Planning Group 2,157 2,157 No Change 2020-06-30
Partnervest Advisory Services LLC 700 700 No Change 2020-06-30
Sage Capital Advisors,llc 2,113 2,113 No Change 2020-06-30
Venture Visionary Partners LLC 2,110 1,700 24% 2020-06-30
OAKWOOD CAPITAL MANAGEMENT LLC/CA 2,091 1,822 15% 2020-06-30
TRUST CO OF VIRGINIA /VA 2,080 2,080 No Change 2020-06-30
Patton Albertson & Miller, LLC 2,071 2,158 4% 2020-06-30
VEREDUS ASSET MANAGEMENT LLC 2,060 2,060 No Change 2020-06-30
Alpha Omega Wealth Management LLC 2,053 2,053 No Change 2020-06-30
J. L. Bainbridge & Co., Inc. 2,051 2,097 2% 2020-06-30
PEAPACK GLADSTONE FINANCIAL CORP 2,044 2,044 No Change 2020-06-30
Yale Capital CORP 2,010 2,800 28% 2020-06-30
LAZARD ASSET MANAGEMENT LLC 2,000 2,017 1% 2020-06-30
Ironwood Investment Counsel, LLC 2,000 2,000 No Change 2020-06-30
First Financial Bank, N.A. - Trust Division 1,992 2,148 7% 2020-06-30
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 1,991 0 New Buy 2020-06-30
Arete Wealth Advisors, LLC 1,983 1,914 4% 2020-06-30
ASPIRIANT, LLC 1,977 1,977 No Change 2020-06-30
Key FInancial Inc 1,975 1,858 6% 2020-06-30
HENDERSON GROUP PLC 1,973 0 New Buy 2020-06-30
FSA Wealth Management LLC 1,968 0 New Buy 2020-06-30
AJ WEALTH STRATEGIES, LLC 1,964 0 New Buy 2020-06-30
Bedel Financial Consulting, Inc. 1,961 1,953 0% 2020-06-30
Meridian Wealth Management, LLC 1,959 1,859 5% 2020-06-30
ROOF EIDAM & MAYCOCK/ADV 1,950 1,950 No Change 2020-06-30
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 1,949 0 New Buy 2020-06-30
BANK HAPOALIM BM 1,939 1,913 1% 2020-06-30
D.B. Root & Company, LLC 1,939 0 New Buy 2020-06-30
HCR Wealth Advisors 1,938 1,938 No Change 2020-06-30
Rex Capital Advisors, LLC 1,930 1,930 No Change 2020-06-30
James Hambro & Partners 1,926 4,234 55% 2020-06-30
PBMares Wealth Management LLC 1,892 1,770 7% 2020-06-30
Pensionmark Financial Group, LLC 1,871 1,977 5% 2020-06-30
First Citizens Financial Corp 1,869 1,869 No Change 2020-06-30
Pinnacle Bank 1,805 1,924 6% 2020-06-30
Sterling Investment Advisors, Ltd. 1,805 1,805 No Change 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,800 1,800 No Change 2020-06-30
Intellectus Partners, LLC 1,800 0 New Buy 2020-06-30
Apexium Financial, LP 1,795 1,890 5% 2020-06-30
Vanguard Capital Wealth Advisors 1,755 0 New Buy 2020-06-30
Moors & Cabot, Inc. 1,716 1,734 1% 2020-06-30
Larson Financial Group LLC 1,706 1,675 2% 2020-06-30
SHAKESPEARE WEALTH MANAGEMENT, INC. 1,700 1,700 No Change 2020-06-30
SECURITY NATIONAL TRUST CO 1,685 1,685 No Change 2020-06-30
Graves-Light Private Wealth Management, Inc. 1,678 0 New Buy 2020-06-30
Clark Capital Management Group, Inc. 1,675 0 New Buy 2020-06-30
PROFESSIONAL PLANNING 1,674 0 New Buy 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 1,670 0 New Buy 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 1,665 0 New Buy 2020-06-30
Modus Advisors, LLC 1,660 1,926 14% 2020-06-30
Cornerstone Wealth Management, LLC 1,659 0 New Buy 2020-06-30
Minot Wealth Management LLC 1,657 0 New Buy 2020-06-30
Summit X, LLC 1,651 0 New Buy 2020-06-30
Intrua Financial, LLC 1,645 0 New Buy 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 1,630 1,630 No Change 2020-06-30
Legacy Advisors, LLC 1,624 0 New Buy 2020-06-30
TRUEWEALTH LLC 1,594 1,593 0% 2020-06-30
Roble, Belko & Company, Inc 1,558 1,558 No Change 2020-06-30
Element Wealth, LLC 1,498 1,498 No Change 2020-06-30
HHM Wealth Advisors, LLC 1,458 1,081 35% 2020-06-30
BIDWELL C M & ASSOCIATES LTD/ 1,397 0 New Buy 2020-06-30
Tortoise Investment Management, LLC 1,319 909 45% 2020-06-30
Migdal Insurance & Financial Holdings Ltd. 1,295 1,295 No Change 2020-06-30
Archer Investment Corp 0 868 Sold Out 2020-06-30
Cordasco Financial Network 1,227 1,227 No Change 2020-06-30
MANCHESTER FINANCIAL INC 1,170 1,170 No Change 2020-06-30
Advisors Preferred, LLC 1,138 7,143 84% 2020-06-30
Global Financial Private Capital, LLC 1,128 1,407 20% 2020-06-30
Rosenberg Matthew Hamilton 1,110 486 128% 2020-06-30
Cutler Group LP 100 300 67% 2020-06-30
CENTAURUS FINANCIAL, INC. 1,071 1,447 26% 2020-06-30
Eudaimonia Partners, LLC 1,057 1,166 9% 2020-06-30
Concorde Asset Management, LLC 0 1,040 Sold Out 2020-06-30
Hillstrust 1,015 0 New Buy 2020-06-30
DIVIDEND GROWTH ADVISORS, LLC 1,012 3,708 73% 2020-06-30
Certified Advisory Corp 990 788 26% 2020-06-30
Legacy Bridge, LLC 952 952 No Change 2020-06-30
Millburn Ridgefield Corp 948 478 98% 2020-06-30
ROBINSON CAPITAL MANAGEMENT, LLC 925 925 No Change 2020-06-30
CAROLINAS WEALTH CONSULTING LLC 909 905 0% 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 905 856 6% 2020-06-30
TCTC Holdings, LLC 900 0 New Buy 2020-06-30
Litman Gregory Asset Management LLC 895 0 New Buy 2020-06-30
QUADRANT CAPITAL GROUP LLC 890 0 New Buy 2020-06-30
Fortis Advisors, LLC 869 651 33% 2020-06-30
Atlas Private Wealth Management 866 0 New Buy 2020-06-30
COUNTRY TRUST BANK 860 1,020 16% 2020-06-30
Orion Portfolio Solutions, LLC 851 0 New Buy 2020-06-30
Joseph P. Lucia & Associates, LLC 839 844 1% 2020-06-30
Carmichael Hill & Associates, Inc. 818 775 6% 2020-06-30
Sugarloaf Wealth Management, LLC 804 961 16% 2020-06-30
TCI Wealth Advisors, Inc. 775 790 2% 2020-06-30
Evolution Wealth Advisors, LLC 775 109,552 99% 2020-06-30
Independence Advisors, LLC 771 857 10% 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 760 760 No Change 2020-06-30
Sowa Financial Group, Inc. 757 757 No Change 2020-06-30
Winslow, Evans & Crocker, Inc. 755 756 0% 2020-06-30
Capital Investment Advisory Services, LLC 750 750 No Change 2020-06-30
Summit Investment Advisors, Inc. 742 803 8% 2020-06-30
SALEM INVESTMENT COUNSELORS INC 695 0 New Buy 2020-06-30
Capital Analysts, Inc. 689 679 1% 2020-06-30
HBC Financial Services, PLLC 675 645 5% 2020-06-30
Valeo Financial Advisors, LLC 636 458 39% 2020-06-30
tru Independence LLC 631 3,943 84% 2020-06-30
Rockbridge Investment Management, LCC 622 0 New Buy 2020-06-30
Trust Co 610 610 No Change 2020-06-30
Carroll Financial Associates, Inc. 608 1,645 63% 2020-06-30
CABANA LLC 606 0 New Buy 2020-06-30
BTS Asset Management, Inc. 572 0 New Buy 2020-06-30
Clearbridge Advisors, LLC 569 0 New Buy 2020-06-30
HOWE & RUSLING INC 566 563 1% 2020-06-30
Belmont Capital, LLC 540 540 No Change 2020-06-30
Private Ocean, LLC 537 690 22% 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 525 525 No Change 2020-06-30
Burt Wealth Advisors 519 542 4% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 281 0 New Buy 2020-06-30
Clean Yield Group 500 500 No Change 2020-06-30
Lee Financial CORP 500 0 New Buy 2020-06-30
Moisand Fitzgerald Tamayo, LLC 474 0 New Buy 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 455 497 8% 2020-06-30
Stearns Financial Services Group 454 452 0% 2020-06-30
KINGS POINT CAPITAL MANAGEMENT 438 438 No Change 2020-06-30
TSFG, LLC 415 563 26% 2020-06-30
SMITHFIELD TRUST CO 407 407 No Change 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 406 205 98% 2020-06-30
ATWOOD & PALMER INC 400 400 No Change 2020-06-30
Banque Cantonale Vaudoise 400 400 No Change 2020-06-30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 392 0 New Buy 2020-06-30
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 390 388 1% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 365 365 No Change 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 354 354 No Change 2020-06-30
Barrett Asset Management, LLC 350 0 New Buy 2020-06-30
Financial Enhancement Group LLC 348 348 No Change 2020-06-30
Filbrandt Wealth Management, LLC 325 0 New Buy 2020-06-30
Kore Private Wealth LLC 315 0 New Buy 2020-06-30
ANDERSON FISHER LLC 307 0 New Buy 2020-06-30
Aptus Capital Advisors, LLC 305 305 No Change 2020-06-30
Johnson Financial Group, Inc. 260 260 No Change 2020-06-30
CNB Bank 245 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 245 244 0% 2020-06-30
Patriot Financial Group Insurance Agency, LLC 242 201 20% 2020-06-30
Stonebridge Capital Advisors LLC 241 241 No Change 2020-06-30
BDO Wealth Advisors, LLC 225 225 No Change 2020-06-30
Gemmer Asset Management LLC 224 0 New Buy 2020-06-30
Tradewinds Capital Management, LLC 222 222 No Change 2020-06-30
McMahon Financial Advisors, LLC 221 0 New Buy 2020-06-30
Tower Research Capital LLC 218 0 New Buy 2020-06-30
Laffer Investments 200 200 No Change 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 185 285 35% 2020-06-30
Kistler-Tiffany Companies, LLC 185 0 New Buy 2020-06-30
Hudock Moyer Wealth Resources, LLC 184 0 New Buy 2020-06-30
Capital Directions Investment Advisors, LLC 182 182 No Change 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 180 180 No Change 2020-06-30
BerganKDV Wealth Management, LLC 173 218 21% 2020-06-30
WEST BANCORPORATION INC 171 171 No Change 2020-06-30
Zions Bancorporation, N.A. 168 0 New Buy 2020-06-30
Asset Dedication, LLC 151 151 No Change 2020-06-30
Pacitti Group Inc. 150 270 44% 2020-06-30
PEOPLES FINANCIAL SERVICES CORP. 134 180 26% 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 132 132 No Change 2020-06-30
McIlrath & Eck, LLC 119 0 New Buy 2020-06-30
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 119 0 New Buy 2020-06-30
MCF Advisors LLC 117 555 79% 2020-06-30
QUANTUM CAPITAL MANAGEMENT 110 110 No Change 2020-06-30
TrueNorth, Inc. 106 0 New Buy 2020-06-30
Biltmore Family Office, LLC 104 104 No Change 2020-06-30
ARROW FINANCIAL CORP 100 100 No Change 2020-06-30
Atlas Private Wealth Advisors 100 0 New Buy 2020-06-30
Global Trust Asset Management, LLC 95 95 No Change 2020-06-30
Truvestments Capital LLC 84 0 New Buy 2020-06-30
Psagot Investment House Ltd. 70 70 No Change 2020-06-30
Horan Securities, Inc. 66 66 No Change 2020-06-30
Knuff & Co LLC 65 0 New Buy 2020-06-30
Retirement Network 65 38 71% 2020-06-30
ABSOLUTE INVESTMENT MANAGEMENT LLC 59 5 1,080% 2020-06-30
Rain Capital Management, LLC 56 7 700% 2020-06-30
Ironwood Wealth Management, llc 53 53 No Change 2020-06-30
Ellevest, Inc. 53 0 New Buy 2020-06-30
Davis Capital Management 53 0 New Buy 2020-06-30
VALLEY NATIONAL ADVISERS INC 47 47 No Change 2020-06-30
Vigilant Capital Management, LLC 46 0 New Buy 2020-06-30
MEEDER ASSET MANAGEMENT INC 41 1 4,000% 2020-06-30
Investors Research Corp 40 40 No Change 2020-06-30
HC FINANCIAL ADVISORS INC 31 31 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 29 0 New Buy 2020-06-30
Main Management LLC 28 28 No Change 2020-06-30
Oakworth Capital, Inc. 27 0 New Buy 2020-06-30
Capital Asset Advisory Services LLC 27 27 No Change 2020-06-30
LifePlan Financial Group, Inc 23 23 No Change 2020-06-30
Farmers & Merchants Trust Co of Chambersburg PA 21 21 No Change 2020-06-30
Granite Investment Partners, LLC 18 5,035 100% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 16 328 95% 2020-06-30
Jacobi Capital Management LLC 14 5,433 100% 2020-06-30
Lenox Wealth Management, Inc. 12 12 No Change 2020-06-30
JFS WEALTH ADVISORS, LLC 11 11 No Change 2020-06-30
Pacific Center for Financial Services 8 0 New Buy 2020-06-30
Sound Income Strategies, LLC 6 6 No Change 2020-06-30
CFG Asset Management LLC 5 5 No Change 2020-06-30
Financial Advisory Service, Inc. 5 5 No Change 2020-06-30
Global Wealth Management Investment Advisory, Inc. 3 35 91% 2020-06-30
Bridgewater Associates, Inc.(Raymond Dalio) 0 187,449 Sold Out 2020-06-30
YCMNET ADVISORS INC 0 12,410 Sold Out 2020-06-30
TOMPKINS FINANCIAL CORP 0 131 Sold Out 2020-06-30
Milestone Group, Inc. 0 15,880 Sold Out 2020-06-30
PRUDENTIAL FINANCIAL INC 0 4,188 Sold Out 2020-06-30
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0 262 Sold Out 2020-06-30
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0 2,625 Sold Out 2020-06-30
TD ASSET MANAGEMENT INC 0 27,625 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 25 Sold Out 2020-06-30
BESSEMER GROUP INC 0 273 Sold Out 2020-06-30
COLONY GROUP LLC 0 1,822 Sold Out 2020-06-30
LOOMIS SAYLES & CO L P 0 143 Sold Out 2020-06-30
ROSENBLUM SILVERMAN SUTTON S F INC /CA 0 9,131 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 60 Sold Out 2020-06-30
WESPAC Advisors, LLC 0 17,992 Sold Out 2020-06-30
Financeware, Inc. 0 252 Sold Out 2020-06-30
GREATMARK INVESTMENT PARTNERS, INC. 0 2,460 Sold Out 2020-06-30
Modera Wealth Management, LLC 0 1,860 Sold Out 2020-06-30
Financial Management Professionals, Inc. 0 18 Sold Out 2020-06-30
Capital Wealth Planning, LLC 0 2,044 Sold Out 2020-06-30
Baystate Wealth Management LLC 0 11 Sold Out 2020-06-30
Sequoia Financial Advisors, LLC 0 2,817 Sold Out 2020-06-30
Advisory Alpha, LLC 0 903 Sold Out 2020-06-30
OLD MISSION CAPITAL LLC 0 17,100 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 12,036 Sold Out 2020-06-30
RFG Advisory Group, LLC 0 5,718 Sold Out 2020-06-30
Newfound Research LLC 0 6 Sold Out 2020-06-30
Penserra Capital Management LLC 0 396 Sold Out 2020-06-30
Financial Strategy Network, LLC 0 1,812 Sold Out 2020-06-30
WOLVERINE TRADING, LLC 0 14,609 Sold Out 2020-06-30
BSC PRIVATE WEALTH MANAGEMENT, LLC 0 2,637 Sold Out 2020-06-30
Aveo Capital Partners, LLC 0 1,944 Sold Out 2020-06-30
First Bank & Trust 0 22 Sold Out 2020-06-30
First Command Bank 0 271 Sold Out 2020-06-30
First Command Financial Services, Inc. 0 271 Sold Out 2020-06-30
Stone House Investment Management, LLC 0 2,383 Sold Out 2020-06-30
Glenview Trust Co 0 2,278 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 10,782 Sold Out 2020-06-30
IBEX WEALTH ADVISORS 0 18,780 Sold Out 2020-06-30
Leicht Financial Planning & Wealth Management, Inc. 0 3,269 Sold Out 2020-06-30
Capital Bank & Trust Co 0 197 Sold Out 2020-06-30
WoodTrust Financial Corp 0 31,662 Sold Out 2020-06-30
PrairieView Partners, LLC 0 1,343 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 233 Sold Out 2020-06-30
All Terrain Financial Advisors, LLC 0 2,308 Sold Out 2020-06-30
First Command Advisory Services, Inc. 0 20 Sold Out 2020-06-30
Mount Yale Investment Advisors, LLC 0 2,092 Sold Out 2020-06-30
ELEMENT POINTE ADVISORS, LLC 0 10,323 Sold Out 2020-06-30
Lindbrook Capital, LLC 0 45 Sold Out 2020-06-30
NewDay Solutions, LLC 0 6,394 Sold Out 2020-06-30
AlphaCore Capital LLC 0 192 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 185 Sold Out 2020-06-30
Lion Street Advisors, LLC 0 612 Sold Out 2020-06-30
DAN L DUNCAN FOUNDATION 0 83,213 Sold Out 2020-06-30
EPG Wealth Management LLC 0 571 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 5,154 Sold Out 2020-06-30
BROOKTREE CAPITAL MANAGEMENT 0 130 Sold Out 2020-06-30
Arkadios Wealth Advisors 0 36 Sold Out 2020-06-30
PNC FINANCIAL SERVICES GROUP INC 24,228 57,494 58% 2020-03-31
Matson Money. Inc. 1,126,124 1,158,075 3% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 292,913 0 New Buy 2020-03-31
MML INVESTORS SERVICES, LLC 132,092 128,454 3% 2020-03-31
DEUTSCHE BANK AG 98,471 122,188 19% 2020-03-31
JAMES INVESTMENT RESEARCH INC 67,994 90,713 25% 2020-03-31
SIMPLEX TRADING, LLC 49,397 22,521 119% 2020-03-31
Pennsylvania Trust Co 48,045 61,037 21% 2020-03-31
SignalPoint Asset Management, LLC 31,852 28,083 13% 2020-03-31
Alhambra Investment Partners LLC 29,876 16,033 86% 2020-03-31
Steward Partners Investment Advisory, LLC 29,127 28,863 1% 2020-03-31
Westside Investment Management, Inc. 200 0 New Buy 2020-03-31
SUMITOMO MITSUI FINANCIAL GROUP, INC. 17,633 7,761 127% 2020-03-31
Resource Planning Group 16,720 26,716 37% 2020-03-31
RPg Family Wealth Advisory, LLC 16,003 26,134 39% 2020-03-31
Great Lakes Retirement, Inc. 12,502 16,980 26% 2020-03-31
ZWJ INVESTMENT COUNSEL INC 12,430 12,430 No Change 2020-03-31
BOYS ARNOLD & CO INC 11,705 12,876 9% 2020-03-31
Atlantic Trust Group, LLC 11,658 12,990 10% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 10,711 14,764 27% 2020-03-31
GILL CAPITAL PARTNERS, LLC 8,712 8,939 3% 2020-03-31
Resources Investment Advisors, Inc. 8,378 8,795 5% 2020-03-31
Stonehearth Capital Management, LLC 6,408 2,286 180% 2020-03-31
Wall Street Access Asset Management, LLC 5,000 6,500 23% 2020-03-31
Houlihan Financial Resource Group, Ltd. 4,980 4,980 No Change 2020-03-31
VERUS CAPITAL PARTNERS, LLC 4,377 3,214 36% 2020-03-31
Waterloo Capital, L.P. 4,118 0 New Buy 2020-03-31
Financial Gravity Wealth, Inc. 3,393 2,313 47% 2020-03-31
Laurel Wealth Advisors, Inc. 2,755 2,884 4% 2020-03-31
Arden Trust Co 2,716 3,067 11% 2020-03-31
Summit Financial, LLC 2,507 2,219 13% 2020-03-31
Clarus Wealth Advisors 2,350 0 New Buy 2020-03-31
INTL FCSTONE INC. 2,056 2,181 6% 2020-03-31
Gierl Augustine Investment Management Inc 1,717 0 New Buy 2020-03-31
Pinnacle Holdings, LLC 1,710 1,720 1% 2020-03-31
Omnia Family Wealth, LLC 1,706 0 New Buy 2020-03-31
Golden State Wealth Management, LLC 890 0 New Buy 2020-03-31
Stratford Consulting, LLC 614 614 No Change 2020-03-31
New Capital Management LP 489 489 No Change 2020-03-31
Paragon Capital Management LLC 436 0 New Buy 2020-03-31
Manchester Capital Management LLC 400 400 No Change 2020-03-31
CAPRIN ASSET MANAGEMENT LLC /ADV 399 0 New Buy 2020-03-31
VAUGHAN AND COMPANY SECURITIES, INC. 245 245 No Change 2020-03-31
Founders Capital Management 140 140 No Change 2020-03-31
Lake Point Wealth Management 13 13 No Change 2020-03-31
EASTERN BANK 0 2,627 Sold Out 2020-03-31
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 0 39,980 Sold Out 2020-03-31
TOTH FINANCIAL ADVISORY CORP 0 27 Sold Out 2020-03-31
Krilogy Financial LLC 0 1,776 Sold Out 2020-03-31
Silverleafe Capital Partners, LLC 0 6,702 Sold Out 2020-03-31
RDA Financial Network 0 2,043 Sold Out 2020-03-31
UMA Financial Services, Inc. 0 2,722 Sold Out 2020-03-31
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