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STOCK TICKER:
VANGUARD SM-CAP VAL   (ticker: VBR)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
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Holdings
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Date
JONES FINANCIAL COMPANIES LLLP 9,225,060 9,637,310 4% 2020-12-31
BANK OF AMERICA CORP /DE/ 7,672,551 7,274,247 5% 2020-12-31
Betterment LLC 7,142,953 7,130,658 0% 2020-12-31
MORGAN STANLEY 4,119,700 0 New Buy 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2,162,373 1,993,915 8% 2020-12-31
ENVESTNET ASSET MANAGEMENT INC 2,019,748 1,992,909 1% 2020-12-31
WELLS FARGO & CO/MN 1,576,662 1,484,140 6% 2020-12-31
UBS Group AG 1,247,548 1,182,769 5% 2020-12-31
MATHER GROUP, INC. 1,228,752 1,187,547 3% 2020-12-31
ASPIRIANT, LLC 1,085,504 414,742 162% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 840,616 863,712 3% 2020-12-31
Amerivest Investment Management LLC 778,754 841,921 8% 2020-12-31
LPL Financial CORP 763,302 779,072 2% 2020-12-31
RSM US WEALTH MANAGEMENT LLC 702,444 507,076 39% 2020-12-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 687,738 687,261 0% 2020-12-31
Hanson McClain, Inc. 632,824 1,031,364 39% 2020-12-31
Merriman Wealth Management, LLC 627,522 622,740 1% 2020-12-31
TIAA, FSB 16 27 41% 2020-12-31
SEI INVESTMENTS CO 504,396 497,932 1% 2020-12-31
AMERIPRISE FINANCIAL INC 473,015 477,017 1% 2020-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 461,691 402,526 15% 2020-12-31
Efficient Advisors, LLC 417,723 424,840 2% 2020-12-31
Prime Capital Investment Advisors, LLC 399,208 392,795 2% 2020-12-31
GOLDMAN SACHS GROUP INC 12,616 10,432 21% 2020-12-31
Retirement Systems of Alabama 382,480 582,480 34% 2020-12-31
Symmetry Partner, LLC 337,073 357,130 6% 2020-12-31
RAYMOND JAMES & ASSOCIATES 331,793 289,758 15% 2020-12-31
Foster Group, Inc. 301,890 0 New Buy 2020-12-31
Burns Wealth Management, Inc. 297,583 294,016 1% 2020-12-31
Kuehl Shepherd Kozlowski & Associates,Inc. 295,316 0 New Buy 2020-12-31
Rodgers & Associates, LTD 282,788 0 New Buy 2020-12-31
Center for Financial Planning, Inc. 270,166 0 New Buy 2020-12-31
Morningstar Investment Services, Inc. 264,858 276,557 4% 2020-12-31
COLONY GROUP LLC 258,171 257,557 0% 2020-12-31
Raymond James Financial Services Advisors, Inc. 257,482 212,986 21% 2020-12-31
Zhang Financial LLC 254,949 264,418 4% 2020-12-31
Mokosak Advisory Group, LLC 245,659 237,648 3% 2020-12-31
LINCOLN NATIONAL CORP 240,864 248,754 3% 2020-12-31
STEPHENS INC /AR/ 226,905 226,155 0% 2020-12-31
FormulaFolio Investments, LLC 225,657 0 New Buy 2020-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 224,241 5,607 3,899% 2020-12-31
Waldron, LP 220,420 237,855 7% 2020-12-31
Mariner Wealth Advisors, LLC 214,522 193,245 11% 2020-12-31
Oak Hill Investment Management, L.P. 206,778 206,778 No Change 2020-12-31
Sowell Financial Services LLC 204,551 203,520 1% 2020-12-31
Rockefeller Capital Management L.P. 196,158 170,659 15% 2020-12-31
BB&T CORP 194,387 191,881 1% 2020-12-31
Connecticut Wealth Management, LLC 189,616 45,970 312% 2020-12-31
Cresset Asset Management, LLC 188,305 186,852 1% 2020-12-31
MML INVESTORS SERVICES, LLC 179,917 190,077 5% 2020-12-31
Parcion Private Wealth LLC 169,522 163,164 4% 2020-12-31
BAILARD, INC. 169,060 157,192 8% 2020-12-31
Integrys Wealth Advisors LLC 166,303 164,036 1% 2020-12-31
Bragg Financial Advisors, Inc 163,468 161,334 1% 2020-12-31
Creative Planning 16,576 145,380 89% 2020-12-31
VANGUARD GROUP INC 159,317 4,170 3,721% 2020-12-31
Savant Capital Management Inc 156,569 140,868 11% 2020-12-31
Buckingham Asset Management, LLC 156,409 150,248 4% 2020-12-31
People's United Financial, Inc. 155,680 163,677 5% 2020-12-31
Wealth Architects, LLC 154,977 155,066 0% 2020-12-31
J P MORGAN CHASE & CO 150,068 154,221 3% 2020-12-31
Modera Wealth Management, LLC 143,617 101,127 42% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 141,823 138,999 2% 2020-12-31
Cetera Investment Advisers 141,204 55,000 157% 2020-12-31
THOMPSON SIEGEL & WALMSLEY LLC 139,888 101,733 38% 2020-12-31
BHK Investment Advisors, LLC 137,944 129,277 7% 2020-12-31
QS Investors, LLC 136,785 116,785 17% 2020-12-31
Equitable Holdings, Inc. 135,299 74,094 83% 2020-12-31
Arete Wealth Advisors, LLC 133,897 0 New Buy 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 132,324 101,729 30% 2020-12-31
Asset Management Group, Inc. 129,026 129,144 0% 2020-12-31
Trilogy Capital Inc. 127,025 138,386 8% 2020-12-31
AdvicePeriod, LLC 0 400 Sold Out 2020-12-31
PDS Planning, Inc 123,960 109,827 13% 2020-12-31
Carlson Capital Management 123,693 155,310 20% 2020-12-31
Abacus Planning Group, Inc. 118,914 113,855 4% 2020-12-31
VICTORY CAPITAL MANAGEMENT INC 114,956 114,956 No Change 2020-12-31
Bishop & Co Investment Management, LLC 110,536 109,974 1% 2020-12-31
Sawtooth Asset Management, Inc. 109,768 102,392 7% 2020-12-31
JAMES INVESTMENT RESEARCH INC 108,050 0 New Buy 2020-12-31
Susquehanna International Group, LLP 104,516 105,915 1% 2020-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 102,797 106,223 3% 2020-12-31
GLENMEDE TRUST CO NA 102,330 105,263 3% 2020-12-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 101,526 103,649 2% 2020-12-31
F3Logic, LLC 100,401 97,234 3% 2020-12-31
Kestra Advisory Services, LLC 99,789 69,152 44% 2020-12-31
Northwest Quadrant Wealth Management, LLC 98,489 95,050 4% 2020-12-31
FMR LLC 40 101,984 100% 2020-12-31
SPC Financial, Inc. 96,339 0 New Buy 2020-12-31
STIFEL FINANCIAL CORP 669 96 597% 2020-12-31
Wharton Business Group, LLC 89,195 89,430 0% 2020-12-31
Bartlett & Co. LLC 88,500 0 New Buy 2020-12-31
Pasadena Private Wealth, LLC 87,007 93,201 7% 2020-12-31
QUEST INVESTMENT MANAGEMENT INC/OR 86,445 86,445 No Change 2020-12-31
Paragon Advisors, LLC 86,278 0 New Buy 2020-12-31
FIFTH THIRD BANCORP 83,259 79,889 4% 2020-12-31
AE Wealth Management LLC 79,665 71,106 12% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 79,651 77,419 3% 2020-12-31
Kerrisdale Advisers, LLC 79,134 0 New Buy 2020-12-31
UNIONBANCAL CORP 0 53,524 Sold Out 2020-12-31
Financial Planning & Information Services, Inc. 77,051 0 New Buy 2020-12-31
Total Wealth Planning, LLC 76,211 82,525 8% 2020-12-31
Empirical Financial Services, LLC 75,886 64,483 18% 2020-12-31
KAVAR CAPITAL PARTNERS GROUP, LLC 75,417 0 New Buy 2020-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 74,951 75,533 1% 2020-12-31
Brickley Wealth Management 74,648 73,337 2% 2020-12-31
Baystate Wealth Management LLC 74,508 73,769 1% 2020-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 74,133 76,173 3% 2020-12-31
SNS Financial Group, LLC 73,961 61,721 20% 2020-12-31
Financial Network 73,954 70,829 4% 2020-12-31
PEAPACK GLADSTONE FINANCIAL CORP 73,903 75,154 2% 2020-12-31
Tradition Wealth Management, LLC 72,598 0 New Buy 2020-12-31
Falcon Wealth Planning 72,204 0 New Buy 2020-12-31
Yale Capital CORP 70,799 70,623 0% 2020-12-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 70,403 68,569 3% 2020-12-31
OLD NATIONAL BANCORP /IN/ 68,553 58,679 17% 2020-12-31
Steward Partners Investment Advisory, LLC 68,521 53,044 29% 2020-12-31
Baldrige Asset Management LLC 67,630 63,613 6% 2020-12-31
JOHNSON INVESTMENT COUNSEL INC 66,823 36,778 82% 2020-12-31
Vestcor Investment Management Corp 64,000 64,000 No Change 2020-12-31
FOSTER & MOTLEY INC 61,287 54,194 13% 2020-12-31
Annapolis Financial Services, LLC 61,201 0 New Buy 2020-12-31
Edmonds Duncan Registered Investment Advisors, LLC 60,599 41,706 45% 2020-12-31
Columbus Macro, LLC 59,903 68,390 12% 2020-12-31
Spearhead Capital Advisors, LLC 58,926 52,585 12% 2020-12-31
Private Capital Group, LLC 58,373 55,982 4% 2020-12-31
Radnor Financial Advisors, LLC 56,762 56,147 1% 2020-12-31
MONETA GROUP INVESTMENT ADVISORS INC 55,952 48,640 15% 2020-12-31
SPINNAKER TRUST 55,867 73,816 24% 2020-12-31
IndexIQ Advisors LLC 54,451 69,061 21% 2020-12-31
PrairieView Partners, LLC 54,143 166,562 67% 2020-12-31
Shepherd Financial Partners LLC 53,224 15,125 252% 2020-12-31
Cornerstone Wealth Management, LLC 52,860 55,225 4% 2020-12-31
Efficient Wealth Management LLC 52,709 45,593 16% 2020-12-31
Wolff Financial Management LLC 52,574 53,469 2% 2020-12-31
Praetorian Wealth Management, Inc. 52,548 50,696 4% 2020-12-31
ALPS ADVISERS INC 52,471 54,331 3% 2020-12-31
FINANCIAL COUNSELORS INC 51,209 52,628 3% 2020-12-31
Ellevest, Inc. 50,923 48,551 5% 2020-12-31
Towerpoint Wealth, LLC 50,821 48,836 4% 2020-12-31
FDx Advisors, Inc. 50,078 53,821 7% 2020-12-31
Rockbridge Investment Management, LCC 49,172 51,299 4% 2020-12-31
Tacita Capital Inc 48,416 0 New Buy 2020-12-31
Windward Private Wealth Management Inc. 48,247 0 New Buy 2020-12-31
Moser Wealth Advisors, LLC 47,326 47,665 1% 2020-12-31
Apella Capital, LLC 46,970 40,390 16% 2020-12-31
NORTHERN TRUST CORP 46,247 45,300 2% 2020-12-31
COURIER CAPITAL CORP 46,104 42,305 9% 2020-12-31
BRADLEY FOSTER & SARGENT INC/CT 45,981 40,584 13% 2020-12-31
Warren Averett Asset Management, LLC 45,255 42,753 6% 2020-12-31
Visionary Wealth Advisors 44,949 0 New Buy 2020-12-31
Bank of New York Mellon CORP 44,378 46,125 4% 2020-12-31
Nicholas Hoffman & Company, LLC. 44,169 42,669 4% 2020-12-31
KWMG, LLC 43,843 41,792 5% 2020-12-31
Baird Financial Group, Inc. 786 750 5% 2020-12-31
Jacobsen Capital Management 43,458 29,276 48% 2020-12-31
SG Americas Securities, LLC 42,922 0 New Buy 2020-12-31
EP Wealth Advisors, Inc. 41,811 24,746 69% 2020-12-31
American Investment Services, Inc. 41,340 39,410 5% 2020-12-31
DUBUQUE BANK & TRUST CO 41,031 36,721 12% 2020-12-31
Garde Capital, Inc. 40,999 42,210 3% 2020-12-31
Janney Montgomery Scott LLC 40,467 12,111 234% 2020-12-31
SAGE FINANCIAL GROUP INC 40,205 40,118 0% 2020-12-31
Q3 Asset Management 39,893 0 New Buy 2020-12-31
Lutz Financial Services LLC 39,303 38,765 1% 2020-12-31
Cardan Capital Partners, LLC 38,960 39,263 1% 2020-12-31
Goss Wealth Management LLC 38,853 38,387 1% 2020-12-31
CITIGROUP INC 38,624 20,204 91% 2020-12-31
Miracle Mile Advisors, LLC 38,187 45,229 16% 2020-12-31
Parallel Advisors, LLC 38,152 0 New Buy 2020-12-31
CAPITAL WEALTH MANAGEMENT, LLC 37,939 36,125 5% 2020-12-31
Covenant Multifamily Offices, LLC 37,717 37,554 0% 2020-12-31
FIRST AMERICAN TRUST CO 37,055 37,275 1% 2020-12-31
ATRIA INVESTMENTS LLC 36,952 36,610 1% 2020-12-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 36,948 38,257 3% 2020-12-31
Aaron Wealth Advisors LLC 36,479 0 New Buy 2020-12-31
Biltmore Capital Advisors LLC 36,394 0 New Buy 2020-12-31
Cambria Investment Management, L.P. 36,190 0 New Buy 2020-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 35,911 31,396 14% 2020-12-31
BECK CAPITAL MANAGEMENT, LLC 35,849 0 New Buy 2020-12-31
Checchi Capital Advisers, LLC 35,644 13,323 168% 2020-12-31
PARK AVENUE SECURITIES LLC 35,568 30,548 16% 2020-12-31
Tortoise Investment Management, LLC 35,134 34,396 2% 2020-12-31
Resource Management, LLC 35,126 34,973 0% 2020-12-31
Krasney Financial LLC 34,981 35,325 1% 2020-12-31
Redhawk Wealth Advisors, Inc. 34,935 14,220 146% 2020-12-31
H D Vest Advisory Services 33,358 50,447 34% 2020-12-31
Strategic Investment Advisors / MI 33,073 7,967 315% 2020-12-31
Mosaic Family Wealth, LLC 32,711 30,900 6% 2020-12-31
Baltimore-Washington Financial Advisors, Inc. 32,046 32,197 0% 2020-12-31
NEXT Financial Group, Inc 2,158 31,723 93% 2020-12-31
COLLECTIVE FAMILY OFFICE LLC 31,799 0 New Buy 2020-12-31
Capital Advantage, Inc. 31,419 30,781 2% 2020-12-31
Prosperity Planning, Inc. 30,655 0 New Buy 2020-12-31
Ford Financial Group, Inc. 30,498 15,286 100% 2020-12-31
Quaker Wealth Management, LLC 30,172 30,299 0% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 30,048 12,420 142% 2020-12-31
Octavia Wealth Advisors, LLC 29,237 0 New Buy 2020-12-31
Emerald Investment Partners, LLC 29,157 6,876 324% 2020-12-31
Sigma Planning Corp 29,038 37,426 22% 2020-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 29,020 30,493 5% 2020-12-31
Ackerman Capital Advisors, LLC 28,937 27,569 5% 2020-12-31
Goelzer Investment Management, Inc. 28,911 32,805 12% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 28,172 27,594 2% 2020-12-31
DAVIDSON D A & CO 27,973 20,102 39% 2020-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 27,777 24,936 11% 2020-12-31
Cranbrook Wealth Management, LLC 27,507 28,514 4% 2020-12-31
Stokes Family Office, LLC 26,581 26,565 0% 2020-12-31
US BANCORP DE 26,425 24,456 8% 2020-12-31
Garrett Investment Advisors LLC 25,383 0 New Buy 2020-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 25,308 25,933 2% 2020-12-31
CX Institutional 25,254 20,303 24% 2020-12-31
BLAIR WILLIAM & CO/IL 24,753 23,437 6% 2020-12-31
Coastline Trust CO 24,480 24,595 0% 2020-12-31
Windham Capital Management, LLC 23,900 23,900 No Change 2020-12-31
WHITTIER TRUST CO 23,671 23,057 3% 2020-12-31
ProVise Management Group, LLC 23,552 19,442 21% 2020-12-31
Archford Capital Strategies, LLC 23,485 20,154 17% 2020-12-31
Iron Horse Wealth Management, LLC 23,458 0 New Buy 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 23,365 0 New Buy 2020-12-31
Van Cleef Asset Management,Inc 23,063 21,061 10% 2020-12-31
Relyea Zuckerberg Hanson LLC 22,604 0 New Buy 2020-12-31
Bay Rivers Group 22,156 0 New Buy 2020-12-31
Centennial Wealth Advisory LLC 22,156 0 New Buy 2020-12-31
Simmons Bank 21,883 22,277 2% 2020-12-31
Financial Advisory Service, Inc. 21,749 20,669 5% 2020-12-31
Stratos Wealth Advisors, LLC 21,386 4,195 410% 2020-12-31
LS Investment Advisors, LLC 21,229 21,212 0% 2020-12-31
FIERA SCEPTRE INC. 20,852 7,128 193% 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 20,827 20,866 0% 2020-12-31
Manchester Capital Management LLC 20,812 20,812 No Change 2020-12-31
DUNCKER STREETT & CO INC 20,298 18,506 10% 2020-12-31
FIRST TRUST ADVISORS LP 19,572 0 New Buy 2020-12-31
White Lighthouse Investment Management Inc. 19,359 18,633 4% 2020-12-31
Chicago Partners Investment Group LLC 19,078 19,325 1% 2020-12-31
Truepoint, Inc. 19,013 20,634 8% 2020-12-31
SRS Capital Advisors, Inc. 19,011 19,258 1% 2020-12-31
IHT Wealth Management, LLC 18,838 19,039 1% 2020-12-31
UMB BANK N A/MO 18,824 27,352 31% 2020-12-31
Nachman Norwood & Parrott, Inc 18,773 17,935 5% 2020-12-31
BRIGHTON JONES LLC 18,600 11,099 68% 2020-12-31
Financial Advocates Investment Management 18,541 15,097 23% 2020-12-31
Advisory Services Network, LLC 18,483 15,329 21% 2020-12-31
Gradient Capital Advisors, LLC 18,284 18,593 2% 2020-12-31
DOWLING & YAHNKE INC 18,237 20,903 13% 2020-12-31
E&G Advisors, LP 18,120 16,517 10% 2020-12-31
Fortis Advisors, LLC 17,904 18,121 1% 2020-12-31
DAVENPORT & CO LLC 17,775 17,483 2% 2020-12-31
Personal Capital Advisors Corp 17,760 19,881 11% 2020-12-31
MANAGED ACCOUNT SERVICES INC 17,613 18,061 2% 2020-12-31
IFP Advisors, Inc 17,533 0 New Buy 2020-12-31
Cypress Capital, LLC 17,461 17,889 2% 2020-12-31
Sageworth Trust Co 17,352 8,365 107% 2020-12-31
Brookstone Capital Management 17,208 3,496 392% 2020-12-31
COMMERCE BANK N A/MO 17,052 15,701 9% 2020-12-31
Linscomb & Williams, Inc. 16,698 15,434 8% 2020-12-31
HYMAN CHARLES D 16,606 16,615 0% 2020-12-31
NWAM LLC 16,564 17,228 4% 2020-12-31
Fullen Financial Group 16,295 18,491 12% 2020-12-31
Ancora Advisors, LLC 16,246 10,510 55% 2020-12-31
OHE FINANCIAL INC 16,158 11,386 42% 2020-12-31
KEYBANK NATIONAL ASSOCIATION/OH 15,883 15,867 0% 2020-12-31
EATON VANCE MANAGEMENT 15,782 7,300 116% 2020-12-31
BANK OF MONTREAL /CAN/ 15,310 18,006 15% 2020-12-31
National Asset Management, Inc. 15,041 22,299 33% 2020-12-31
Argent Trust Co 14,802 14,487 2% 2020-12-31
Wells Trecaso Financial Group, LLC 14,754 15,235 3% 2020-12-31
Center For Asset Management LLC 14,686 0 New Buy 2020-12-31
RAYMOND JAMES TRUST CO 14,406 13,337 8% 2020-12-31
Joel Isaacson & Co., LLC 14,392 13,959 3% 2020-12-31
FIRST UNITED BANK TRUST/ 13,859 9,396 47% 2020-12-31
Empowered Funds, LLC 13,528 0 New Buy 2020-12-31
Avenue 1 Advisors, LLC 13,491 0 New Buy 2020-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 13,260 13,687 3% 2020-12-31
ROBERTS GLORE & CO INC /IL/ 13,200 7,504 76% 2020-12-31
Burleson & Company, LLC 13,109 14,497 10% 2020-12-31
Voya Financial Advisors, Inc. 12,952 13,311 3% 2020-12-31
GIRARD PARTNERS LTD. 12,886 12,078 7% 2020-12-31
HANSEATIC MANAGEMENT SERVICES INC 12,830 0 New Buy 2020-12-31
Roundview Capital LLC 12,825 5,668 126% 2020-12-31
TAP Consulting, LLC 12,815 13,691 6% 2020-12-31
Bangor Savings Bank 12,784 16,127 21% 2020-12-31
Intercontinental Wealth Advisors, LLC 12,713 0 New Buy 2020-12-31
Lionsbridge Wealth Management LLC 12,694 0 New Buy 2020-12-31
Kerntke Otto McGlone Wealth Management Group 12,507 11,605 8% 2020-12-31
Asset Planning Services, Ltd. 12,375 14,778 16% 2020-12-31
CULBERTSON A N & CO INC 12,087 11,862 2% 2020-12-31
Beacon Financial Advisory LLC 11,944 10,534 13% 2020-12-31
Multi-Financial Securities Corp 11,864 12,116 2% 2020-12-31
Relaxing Retirement Coach 11,819 44,684 74% 2020-12-31
M&T BANK CORP 11,758 11,541 2% 2020-12-31
West Branch Capital LLC 11,731 12,570 7% 2020-12-31
Baker Ellis Asset Management LLC 11,673 14,561 20% 2020-12-31
Relative Value Partners Group, LLC 11,628 6,146 89% 2020-12-31
Johanson Financial Advisors, Inc. 11,430 11,454 0% 2020-12-31
Veritable, L.P. 11,346 11,346 No Change 2020-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 11,301 9,801 15% 2020-12-31
Ausdal Financial Partners, Inc. 11,253 11,579 3% 2020-12-31
CONDOR CAPITAL MANAGEMENT 11,236 11,294 1% 2020-12-31
TOBIAS FINANCIAL ADVISORS, INC. 11,194 11,347 1% 2020-12-31
BSW Wealth Partners 11,192 12,016 7% 2020-12-31
McNamara Financial Services, Inc. 11,111 11,111 No Change 2020-12-31
B&D White Capital Company, LLC 11,028 0 New Buy 2020-12-31
Kovack Advisors, Inc. 11,008 3,972 177% 2020-12-31
CAPITAL ONE FINANCIAL CORP 10,983 9,633 14% 2020-12-31
Newton One Investments LLC 10,926 0 New Buy 2020-12-31
MISSION CREEK CAPITAL PARTNERS, INC 10,762 7,818 38% 2020-12-31
COMERICA SECURITIES,INC. 10,675 8,248 29% 2020-12-31
Heartwood Wealth Advisors LLC 10,667 10,207 5% 2020-12-31
BTC Capital Management, Inc. 10,665 10,619 0% 2020-12-31
HoyleCohen, LLC 10,661 8,263 29% 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 10,645 6,057 76% 2020-12-31
Shayne & Co., LLC 10,614 10,423 2% 2020-12-31
Ten Capital Wealth Advisors, LLC 10,546 10,068 5% 2020-12-31
Hardy Reed LLC 10,526 11,497 8% 2020-12-31
Hemington Wealth Management 10,454 0 New Buy 2020-12-31
Northeast Financial Consultants Inc 10,220 0 New Buy 2020-12-31
Sterling Financial Planning, Inc. 10,105 0 New Buy 2020-12-31
Lido Advisors, LLC 9,957 8,440 18% 2020-12-31
J.W. COLE ADVISORS, INC. 9,865 8,749 13% 2020-12-31
ECLECTIC ASSOCIATES INC /ADV 9,834 0 New Buy 2020-12-31
Curtis Advisory Group, LLC 9,817 8,092 21% 2020-12-31
GOODWIN DANIEL L 9,810 10,010 2% 2020-12-31
Asset Dedication, LLC 9,697 10,054 4% 2020-12-31
Legacy Wealth Planning, LLC 9,376 9,081 3% 2020-12-31
Family Firm, Inc. 9,363 4,794 95% 2020-12-31
GFS Advisors, LLC 9,306 9,334 0% 2020-12-31
SMITHFIELD TRUST CO 9,184 8,710 5% 2020-12-31
Jentner Corp 9,176 9,224 1% 2020-12-31
ROOF EIDAM & MAYCOCK/ADV 9,139 10,289 11% 2020-12-31
Paracle Advisors, LLC 9,091 9,281 2% 2020-12-31
PLANNING DIRECTIONS INC 9,041 8,306 9% 2020-12-31
Paul John Balson 8,850 8,600 3% 2020-12-31
Greenhouse Wealth Management, LLC 8,752 0 New Buy 2020-12-31
Cedar Brook Financial Partners, LLC 8,751 0 New Buy 2020-12-31
PINNACLE FINANCIAL PARTNERS INC 8,629 8,581 1% 2020-12-31
Private Wealth Advisors, LLC 8,626 7,766 11% 2020-12-31
Hexagon Capital Partners LLC 8,626 8,646 0% 2020-12-31
BURNEY CO/ 8,600 7,320 17% 2020-12-31
Black Diamond Financial, LLC 8,589 8,585 0% 2020-12-31
MARCO INVESTMENT MANAGEMENT LLC 8,580 8,480 1% 2020-12-31
Liberty Capital Management, Inc. 8,552 0 New Buy 2020-12-31
Fieldpoint Private Securities, LLC 8,542 0 New Buy 2020-12-31
Firestone Capital Management 8,506 84 10,026% 2020-12-31
Moisand Fitzgerald Tamayo, LLC 8,404 8,686 3% 2020-12-31
180 WEALTH ADVISORS, LLC 8,398 8,469 1% 2020-12-31
Marble Harbor Investment Counsel, LLC 8,391 8,291 1% 2020-12-31
Financial Architects, Inc 8,390 10,425 20% 2020-12-31
Stratos Wealth Partners, LTD. 8,318 29,487 72% 2020-12-31
Telos Capital Management, Inc. 8,316 8,153 2% 2020-12-31
Coconut Grove Bank 8,262 8,654 5% 2020-12-31
SVA Plumb Wealth Management, LLC 8,251 9,213 10% 2020-12-31
FLAGSHIP HARBOR ADVISORS, LLC 8,195 7,485 9% 2020-12-31
MONECO Advisors, LLC 8,191 8,071 1% 2020-12-31
Guidance Point Advisors, LLC 8,101 8,051 1% 2020-12-31
McAdam, LLC 8,092 3,966 104% 2020-12-31
Regal Investment Advisors, LLC 7,913 0 New Buy 2020-12-31
Bickling Financial Services, Inc. 7,880 0 New Buy 2020-12-31
Financial Engines Advisors L.L.C. 7,863 8,155 4% 2020-12-31
Evanson Asset Management, LLC 7,857 7,745 1% 2020-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 7,801 7,771 0% 2020-12-31
Virtue Capital Management, LLC 7,795 0 New Buy 2020-12-31
Robeco Investment Management, Inc. 7,654 9,493 19% 2020-12-31
Plancorp, LLC 7,573 3,183 138% 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,552 6,961 8% 2020-12-31
Southern Wealth Management, LLP 7,475 7,388 1% 2020-12-31
CPCM, LLC 7,397 7,344 1% 2020-12-31
PRUDENTIAL FINANCIAL INC 7,324 0 New Buy 2020-12-31
Kore Private Wealth LLC 7,310 7,310 No Change 2020-12-31
Gilbert & Cook, Inc. 7,275 9,279 22% 2020-12-31
SYNOVUS FINANCIAL CORP 7,262 7,296 0% 2020-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,237 7,221 0% 2020-12-31
Advisors Capital Management, LLC 7,072 6,116 16% 2020-12-31
Klingman & Associates, LLC 6,977 6,954 0% 2020-12-31
Beacon Pointe Advisors, LLC 6,931 6,946 0% 2020-12-31
WALLER FINANCIAL PLANNING GROUP, INC 6,838 6,987 2% 2020-12-31
TSFG, LLC 6,714 6,862 2% 2020-12-31
North Star Investment Management Corp. 6,708 5,453 23% 2020-12-31
Mutual Advisors, LLC 6,702 6,552 2% 2020-12-31
Kingsview Wealth Management, LLC 6,698 4,991 34% 2020-12-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 6,630 5,553 19% 2020-12-31
Sontag Advisory, LLC 6,609 0 New Buy 2020-12-31
Financial Advisors Network, Inc. 6,553 5,569 18% 2020-12-31
CHATHAM CAPITAL GROUP, INC. 6,525 6,740 3% 2020-12-31
Integrated Wealth Concepts LLC 6,512 6,346 3% 2020-12-31
BCS Wealth Management 6,507 6,893 6% 2020-12-31
MILLENNIUM MANAGEMENT LLC 6,451 0 New Buy 2020-12-31
Alera Investment Advisors, LLC 6,447 6,250 3% 2020-12-31
Disciplined Investments, LLC 6,439 5,324 21% 2020-12-31
PFG Advisors 6,415 5,697 13% 2020-12-31
NewFocus Financial Group, LLC 6,354 6,486 2% 2020-12-31
BIDWELL C M & ASSOCIATES LTD/ 6,317 5,178 22% 2020-12-31
WP Advisors, LLC 6,231 2,856 118% 2020-12-31
BDO Wealth Advisors, LLC 6,205 8,626 28% 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 6,145 4,170 47% 2020-12-31
Harborview Advisors, LLC 6,140 6,964 12% 2020-12-31
Insight Advisors, LLC/ PA 6,129 0 New Buy 2020-12-31
Institute for Wealth Management, LLC. 6,128 3,184 92% 2020-12-31
Tranquility Partners, LLC 6,089 6,086 0% 2020-12-31
SeaCrest Wealth Management, LLC 6,069 3,745 62% 2020-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 6,053 5,719 6% 2020-12-31
SONATA CAPITAL GROUP INC 6,041 4,751 27% 2020-12-31
Elgethun Capital Management 6,015 3,955 52% 2020-12-31
HC Advisors, LLC 6,012 6,012 No Change 2020-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 6,000 4,130 45% 2020-12-31
Ballentine, Finn & Company, Inc. 5,965 5,965 No Change 2020-12-31
BANK OF HAWAII 5,870 7,210 19% 2020-12-31
PBMares Wealth Management LLC 5,658 5,141 10% 2020-12-31
WOODMONT INVESTMENT COUNSEL LLC 5,618 6,335 11% 2020-12-31
CENTAURUS FINANCIAL, INC. 5,510 3,127 76% 2020-12-31
Perigon Wealth Management, LLC 5,494 4,666 18% 2020-12-31
WRAPMANAGER INC 5,475 5,884 7% 2020-12-31
UMA Financial Services, Inc. 5,451 6,343 14% 2020-12-31
Angeles Investment Advisors, LLC 5,385 5,385 No Change 2020-12-31
CWM, LLC 5,380 6,189 13% 2020-12-31
HBW Advisory Services LLC 5,378 0 New Buy 2020-12-31
Pure Financial Advisors, Inc. 5,297 7,945 33% 2020-12-31
Landmark Financial Advisors, LLC 5,260 5,260 No Change 2020-12-31
Main Street Financial Solutions, LLC 5,258 0 New Buy 2020-12-31
BESSEMER GROUP INC 5,235 5,235 No Change 2020-12-31
BBVA USA BANCSHARES INC 5,220 5,529 6% 2020-12-31
First National Bank of Mount Dora, Trust Investment Services 5,196 5,196 No Change 2020-12-31
WEDBUSH MORGAN SECURITIES INC 5,019 5,533 9% 2020-12-31
Atlantic Trust Group, LLC 5,001 0 New Buy 2020-12-31
WEXFORD CAPITAL LLC 5,000 0 New Buy 2020-12-31
EMC Capital Management 5,000 0 New Buy 2020-12-31
McLean Asset Management Corp 4,994 0 New Buy 2020-12-31
Csenge Advisory Group 4,989 5,191 4% 2020-12-31
GAMBLE JONES INVESTMENT COUNSEL 4,937 5,395 8% 2020-12-31
DAVIDSON INVESTMENT ADVISORS 4,890 3,870 26% 2020-12-31
Alpha Omega Wealth Management LLC 4,853 4,557 6% 2020-12-31
Neuberger Berman Group LLC 4,851 3,139 55% 2020-12-31
Larson Financial Group LLC 4,814 6,079 21% 2020-12-31
BALASA DINVERNO & FOLTZ LLC 4,796 4,217 14% 2020-12-31
Sequoia Financial Advisors, LLC 4,795 4,801 0% 2020-12-31
Budros, Ruhlin & Roe, Inc. 4,788 4,776 0% 2020-12-31
Brand Asset Management Group, Inc. 4,776 4,701 2% 2020-12-31
ASSOCIATED BANC-CORP 4,753 5,349 11% 2020-12-31
AMERITAS INVESTMENT CORP 4,751 3,201 48% 2020-12-31
CUTLER INVESTMENT COUNSEL LLC 4,710 4,760 1% 2020-12-31
SlateStone Wealth, LLC 4,654 0 New Buy 2020-12-31
JANE STREET GROUP, LLC 4,605 0 New Buy 2020-12-31
HYA Advisors, Inc 4,587 4,569 0% 2020-12-31
Prospera Financial Services 4,572 1,674 173% 2020-12-31
Vivaldi Capital Management, LLC 4,570 3,571 28% 2020-12-31
FINANCIAL LIFE ADVISORS 4,534 4,714 4% 2020-12-31
US FINANCIAL ADVISORS, LLC 4,445 0 New Buy 2020-12-31
Versant Capital Management, Inc 4,435 4,938 10% 2020-12-31
MAI Wealth Advisors 4,433 4,433 No Change 2020-12-31
TFO-TDC, LLC 4,352 2,823 54% 2020-12-31
CULLEN FROST BANKERS INC 4,343 4,336 0% 2020-12-31
Ellenbecker Investment Group 4,331 4,500 4% 2020-12-31
AMI INVESTMENT MANAGEMENT INC 4,276 4,276 No Change 2020-12-31
Valmark Advisers, Inc. 4,227 0 New Buy 2020-12-31
Kovitz Investment Group Partners, LLC 4,205 4,447 5% 2020-12-31
Eidelman Virant Capital 4,147 0 New Buy 2020-12-31
Arkadios Wealth Advisors 4,135 29 14,159% 2020-12-31
ALPINE WOODS CAPITAL INVESTORS, LLC 4,113 4,113 No Change 2020-12-31
Alexandria Capital, LLC 4,108 4,083 1% 2020-12-31
OPPENHEIMER & CO INC 4,062 0 New Buy 2020-12-31
STALEY CAPITAL ADVISERS INC 4,021 4,021 No Change 2020-12-31
MONTAG A & ASSOCIATES INC 3,979 0 New Buy 2020-12-31
VISTA CAPITAL PARTNERS, INC. 3,965 4,860 18% 2020-12-31
ALLIANCEBERNSTEIN L.P. 3,945 3,231 22% 2020-12-31
USCA RIA LLC 3,908 3,908 No Change 2020-12-31
D.B. Root & Company, LLC 3,888 0 New Buy 2020-12-31
Peak Asset Management, LLC 3,856 3,922 2% 2020-12-31
One Day In July LLC 3,853 3,354 15% 2020-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 3,843 15,627 75% 2020-12-31
Clarius Group, LLC 3,836 3,897 2% 2020-12-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3,813 2,883 32% 2020-12-31
Newman Dignan & Sheerar, Inc. 3,787 3,701 2% 2020-12-31
Global Retirement Partners, LLC 3,711 3,725 0% 2020-12-31
Petix & Botte Co 3,687 3,806 3% 2020-12-31
Paradigm Financial Advisors, LLC 3,685 4,646 21% 2020-12-31
TCI Wealth Advisors, Inc. 3,662 3,784 3% 2020-12-31
Wealthcare Advisory Partners LLC 3,654 0 New Buy 2020-12-31
MESIROW FINANCIAL INVESTMENT MANAGEMENT 3,650 3,650 No Change 2020-12-31
Western Wealth Management, LLC 3,639 3,558 2% 2020-12-31
Change Path, LLC 3,580 0 New Buy 2020-12-31
GLYNN JA & CO 3,578 3,578 No Change 2020-12-31
TPG Financial Advisors, LLC 3,506 3,296 6% 2020-12-31
LexAurum Advisors, LLC 3,461 3,378 2% 2020-12-31
Family Legacy, Inc. 3,458 3,455 0% 2020-12-31
CIBC World Markets Inc. 3,446 0 New Buy 2020-12-31
Dynamic Advisors Solutions LLC 3,423 4,840 29% 2020-12-31
Selective Wealth Management 3,423 3,389 1% 2020-12-31
Koshinski Asset Management, Inc. 3,407 4,440 23% 2020-12-31
Arlington Financial Advisors, LLC 3,400 3,400 No Change 2020-12-31
ANDERSON HOAGLAND & CO 3,376 0 New Buy 2020-12-31
Diversified Portfolios, Inc. 3,367 3,145 7% 2020-12-31
GREAT VALLEY ADVISOR GROUP, INC. 3,337 2,865 16% 2020-12-31
Argent Advisors, Inc. 3,329 0 New Buy 2020-12-31
SOL Capital Management CO 3,309 2,755 20% 2020-12-31
LeJeune Puetz Investment Counsel LLC 3,303 1,050 215% 2020-12-31
Capital Financial Planning, LLC 3,245 3,643 11% 2020-12-31
Geneva Partners, LLC 3,217 0 New Buy 2020-12-31
TOWNSQUARE CAPITAL LLC 3,205 0 New Buy 2020-12-31
Edge Capital Group, LLC 3,200 3,195 0% 2020-12-31
Procyon Private Wealth Partners, LLC 3,199 3,349 4% 2020-12-31
Kalos Management, Inc. 3,181 3,176 0% 2020-12-31
St. Louis Trust Co 3,163 0 New Buy 2020-12-31
COREPATH WEALTH PARTNERS LLC 3,137 0 New Buy 2020-12-31
Meridian Wealth Management, LLC 3,129 2,404 30% 2020-12-31
TFC Financial Management 3,121 0 New Buy 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 3,115 2,995 4% 2020-12-31
TCF National Bank 3,111 3,882 20% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 3,086 3,173 3% 2020-12-31
BOENNING & SCATTERGOOD, INC. 3,028 2,721 11% 2020-12-31
MISSION WEALTH MANAGEMENT, LLC 3,013 0 New Buy 2020-12-31
Hoover Financial Advisors, Inc. 3,003 4,103 27% 2020-12-31
Gibson Capital Management, Ltd. 2,997 2,997 No Change 2020-12-31
Keeler THomas Management LLC 2,983 2,921 2% 2020-12-31
GRIMES & COMPANY, INC. 2,951 2,951 No Change 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,944 2,888 2% 2020-12-31
Bedel Financial Consulting, Inc. 2,908 2,875 1% 2020-12-31
FARMERS & MERCHANTS INVESTMENTS INC 2,890 2,615 11% 2020-12-31
Resolute Advisors LLC 2,870 0 New Buy 2020-12-31
Anfield Capital Management, LLC 2,848 2,847 0% 2020-12-31
IFG Advisory, LLC 2,818 3,003 6% 2020-12-31
Glenview Trust Co 2,807 2,807 No Change 2020-12-31
ATTICUS WEALTH MANAGEMENT, LLC 2,795 525 432% 2020-12-31
BALDWIN BROTHERS INC/MA 2,792 0 New Buy 2020-12-31
ROFFMAN MILLER ASSOCIATES INC /PA/ 2,790 2,659 5% 2020-12-31
Essex Private Wealth Management, LLC 2,768 2,768 No Change 2020-12-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 2,750 3,165 13% 2020-12-31
Investors Financial Group, LLC 2,743 2,740 0% 2020-12-31
Nikulski Financial, Inc. 2,712 2,712 No Change 2020-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 2,696 2,696 No Change 2020-12-31
REGIONS FINANCIAL CORP 2,687 0 New Buy 2020-12-31
MAGNOLIA CAPITAL ADVISORS LLC 2,678 0 New Buy 2020-12-31
Milestone Group, Inc. 2,668 3,040 12% 2020-12-31
Red Wave Investments LLC 2,655 0 New Buy 2020-12-31
Sensible Financial Planning & Management, LLC. 2,636 2,601 1% 2020-12-31
Lumature Wealth Partners, LLC 2,612 0 New Buy 2020-12-31
Sheaff Brock Investment Advisors, LLC 2,610 2,610 No Change 2020-12-31
ERn Financial, LLC 2,604 2,356 11% 2020-12-31
Day & Ennis, LLC 2,523 2,619 4% 2020-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,462 0 New Buy 2020-12-31
SOUNDMARK WEALTH MANAGEMENT, LLC 2,463 0 New Buy 2020-12-31
BP WEALTH MANAGEMENT, LLC 2,449 0 New Buy 2020-12-31
MERITAGE PORTFOLIO MANAGEMENT 2,440 0 New Buy 2020-12-31
GODSEY & GIBB ASSOCIATES 2,430 0 New Buy 2020-12-31
CALTON & ASSOCIATES, INC. 2,425 2,071 17% 2020-12-31
Capital Investment Advisory Services, LLC 2,373 2,156 10% 2020-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 2,370 0 New Buy 2020-12-31
Evensky & Katz, Inc. 2,366 2,439 3% 2020-12-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,360 2,320 2% 2020-12-31
PROEQUITIES, INC. 2,353 3,088 24% 2020-12-31
Laidlaw Wealth Management LLC 2,347 0 New Buy 2020-12-31
IFG Advisors, LLC 2,345 2,345 No Change 2020-12-31
Good Life Advisors, LLC 2,326 2,310 1% 2020-12-31
CITIZENS FINANCIAL GROUP INC/RI 2,315 2,343 1% 2020-12-31
Almanack Investment Partners, LLC. 2,301 0 New Buy 2020-12-31
TOMPKINS FINANCIAL CORP 2,294 62 3,600% 2020-12-31
Comprehensive Financial Management LLC 2,259 2,233 1% 2020-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 2,245 0 New Buy 2020-12-31
West Financial Advisors, LLC 2,240 0 New Buy 2020-12-31
Alpha Cubed Investments, LLC 2,232 2,232 No Change 2020-12-31
Cypress Wealth Services, LLC 2,227 0 New Buy 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 410 Sold Out 2020-12-31
Baldwin Investment Management, LLC 2,190 2,180 0% 2020-12-31
HPM Partners LLC 2,187 0 New Buy 2020-12-31
QUADRANT CAPITAL GROUP LLC 2,181 1,984 10% 2020-12-31
NorthRock Partners, LLC 2,155 2,357 9% 2020-12-31
AdvisorNet Financial, Inc 2,148 4,817 55% 2020-12-31
Wambolt & Associates, LLC 2,126 0 New Buy 2020-12-31
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 2,125 0 New Buy 2020-12-31
EisnerAmper Wealth Management Corporate Benefits, LLC 2,101 2,101 No Change 2020-12-31
OBERMEYER ASSET MANAGEMENT CO 2,100 2,100 No Change 2020-12-31
Regent Peak Wealth Advisors LLC 2,099 2,003 5% 2020-12-31
Wellspring Financial Advisors, LLC 2,093 2,649 21% 2020-12-31
LAKE STREET FINANCIAL LLC 2,079 0 New Buy 2020-12-31
Dorsey & Whitney Trust CO LLC 2,064 2,064 No Change 2020-12-31
McClarren Financial Advisors, Inc. 2,057 0 New Buy 2020-12-31
BROWN BROTHERS HARRIMAN & CO 2,055 0 New Buy 2020-12-31
Trellis Advisors, LLC 2,052 0 New Buy 2020-12-31
Wells Financial Advisors INC 2,051 0 New Buy 2020-12-31
Magnus Financial Group LLC 2,050 0 New Buy 2020-12-31
Jacobi Capital Management LLC 2,048 1,984 3% 2020-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,035 1,172 74% 2020-12-31
First Heartland Consultants, Inc. 2,031 2,305 12% 2020-12-31
Birchcreek Wealth Management, LLC 2,021 0 New Buy 2020-12-31
HARRELL INVESTMENT PARTNERS, LLC 2,020 0 New Buy 2020-12-31
Rathbone Brothers plc 2,000 2,000 No Change 2020-12-31
VAN DEN BERG MANAGEMENT INC/TX 2,000 0 New Buy 2020-12-31
ARBOR TRUST WEALTH ADVISORS, LLC 1,986 0 New Buy 2020-12-31
EPIQ Capital Group, LLC 1,952 1,940 1% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 1,944 2,294 15% 2020-12-31
Evercore Wealth Management, LLC 1,935 1,935 No Change 2020-12-31
Bridgeworth, LLC 1,915 1,930 1% 2020-12-31
DEUTSCHE BANK AG 1,888 1,757 7% 2020-12-31
Intersect Capital LLC 1,885 0 New Buy 2020-12-31
Capstone Triton Financial Group, LLC 1,882 0 New Buy 2020-12-31
RFG Advisory Group, LLC 1,880 0 New Buy 2020-12-31
Blue Zone Wealth Advisors, LLC 1,878 1,866 1% 2020-12-31
Venture Visionary Partners LLC 1,869 1,917 3% 2020-12-31
TWIN FOCUS CAPITAL PARTNERS, LLC 1,850 1,850 No Change 2020-12-31
Murphy, Middleton, Hinkle & Parker, Inc. 1,850 1,850 No Change 2020-12-31
Winslow, Evans & Crocker, Inc. 1,839 1,404 31% 2020-12-31
Busey Trust CO 1,836 0 New Buy 2020-12-31
Kathmere Capital Management, LLC 1,832 0 New Buy 2020-12-31
WoodTrust Financial Corp 1,828 3,001 39% 2020-12-31
APPLETON PARTNERS INC/MA 1,827 2,417 24% 2020-12-31
WEALTHSOURCE PARTNERS, LLC 1,823 0 New Buy 2020-12-31
Cornerstone Investment Partners, LLC 1,819 0 New Buy 2020-12-31
TriaGen Wealth Management LLC 1,813 0 New Buy 2020-12-31
CLIENT 1ST ADVISORY GROUP, LLC 1,806 1,806 No Change 2020-12-31
RDL FINANCIAL INC 1,794 0 New Buy 2020-12-31
IPG Investment Advisors LLC 1,785 0 New Buy 2020-12-31
TFG Advisers LLC 1,770 1,834 3% 2020-12-31
Foresight Wealth Management, LLC 1,765 0 New Buy 2020-12-31
Keystone Financial Group 1,754 0 New Buy 2020-12-31
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1,750 1,750 No Change 2020-12-31
Column Capital Advisors, LLC 1,750 1,750 No Change 2020-12-31
Capital Advisors, Ltd. LLC 1,734 1,715 1% 2020-12-31
PAPP L ROY & ASSOCIATES 1,729 0 New Buy 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 1,727 2,352 27% 2020-12-31
Hudson Value Partners, LLC 1,699 0 New Buy 2020-12-31
FRANKLIN RESOURCES INC 1,687 931 81% 2020-12-31
NICOLET ADVISORY SERVICES, LLC 1,681 0 New Buy 2020-12-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,680 0 New Buy 2020-12-31
Colorado Capital Management, Inc. 1,678 0 New Buy 2020-12-31
FINANCIAL ADVISORY CORP /UT/ /ADV 1,660 0 New Buy 2020-12-31
CORNERCAP INVESTMENT COUNSEL INC 1,655 0 New Buy 2020-12-31
Cable Hill Partners, LLC 1,649 0 New Buy 2020-12-31
Merit Financial Group, LLC 1,642 0 New Buy 2020-12-31
Minot Wealth Management LLC 1,622 0 New Buy 2020-12-31
Hunter Perkins Capital Management, LLC 1,617 0 New Buy 2020-12-31
BLUESTEIN R H & CO 1,601 1,816 12% 2020-12-31
Patriot Financial Group Insurance Agency, LLC 1,590 1,531 4% 2020-12-31
Essex Savings Bank 1,584 0 New Buy 2020-12-31
Emery Howard Portfolio Management, Inc. 1,580 0 New Buy 2020-12-31
Granite Springs Asset Management LLC 1,577 0 New Buy 2020-12-31
Massey, Quick & Co., LLC 1,573 1,562 1% 2020-12-31
FIDUCIARY TRUST CO 1,571 1,861 16% 2020-12-31
LPWM LLC 1,567 0 New Buy 2020-12-31
Surevest Inc. 1,566 0 New Buy 2020-12-31
Summit Asset Management, LLC 1,563 0 New Buy 2020-12-31
MCDONALD PARTNERS LLC 1,552 0 New Buy 2020-12-31
Windsor Creek Advisors, LLC 1,536 0 New Buy 2020-12-31
Strategic Financial Group, LLC 1,529 0 New Buy 2020-12-31
SECURITY NATIONAL TRUST CO 1,525 1,525 No Change 2020-12-31
DiMeo Schneider & Associates, L.L.C. 1,520 0 New Buy 2020-12-31
HBK Sorce Advisory LLC 1,502 2,267 34% 2020-12-31
Glovista Investments LLC 1,500 0 New Buy 2020-12-31
COZAD ASSET MANAGEMENT INC 1,487 0 New Buy 2020-12-31
Wealthstreet Investment Advisors, LLC 1,486 0 New Buy 2020-12-31
JMG Financial Group, Ltd. 1,484 0 New Buy 2020-12-31
Hudock Moyer Wealth Resources, LLC 1,480 949 56% 2020-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,475 2,498 41% 2020-12-31
STOCK YARDS BANK & TRUST CO 1,470 0 New Buy 2020-12-31
Winthrop Advisory Group LLC 1,451 0 New Buy 2020-12-31
Laurel Wealth Advisors, Inc. 1,449 1,857 22% 2020-12-31
REGENTATLANTIC CAPITAL LLC 1,447 2,798 48% 2020-12-31
Carmichael Hill & Associates, Inc. 1,446 1,446 No Change 2020-12-31
Wealthquest Corp 1,442 0 New Buy 2020-12-31
Oakwell Private Wealth Management, LLC 1,437 0 New Buy 2020-12-31
AMG National Trust Bank 1,436 11,626 88% 2020-12-31
Spears Abacus Advisors LLC 1,430 0 New Buy 2020-12-31
ENCORE BANK NA 1,426 0 New Buy 2020-12-31
Rehmann Capital Advisory Group 1,413 0 New Buy 2020-12-31
Community Bank, N.A. 1,400 2,950 53% 2020-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,389 0 New Buy 2020-12-31
Eudaimonia Partners, LLC 1,373 305 350% 2020-12-31
Glassman Wealth Services 1,310 1,289 2% 2020-12-31
Belpointe Asset Management LLC 1,308 0 New Buy 2020-12-31
MPS Loria Financial Planners, LLC 1,270 1,270 No Change 2020-12-31
Key FInancial Inc 1,248 0 New Buy 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,229 697 76% 2020-12-31
Parkside Financial Bank & Trust 1,212 1,152 5% 2020-12-31
V Wealth Management,LLC 349 0 New Buy 2020-12-31
Cordasco Financial Network 1,097 1,098 0% 2020-12-31
BerganKDV Wealth Management, LLC 1,000 0 New Buy 2020-12-31
Jackson, Grant Investment Advisers, Inc. 998 992 1% 2020-12-31
Pinnacle Bank 944 854 11% 2020-12-31
Baron Financial Group, LLC 919 0 New Buy 2020-12-31
First PREMIER Bank 910 910 No Change 2020-12-31
Cutler Group LP 300 4 7,400% 2020-12-31
TD Capital Management LLC 901 876 3% 2020-12-31
Atlas Private Wealth Advisors 849 889 4% 2020-12-31
Private Ocean, LLC 846 0 New Buy 2020-12-31
CITY HOLDING CO 810 0 New Buy 2020-12-31
Provident Wealth Management, LLC 807 816 1% 2020-12-31
Legacy Bridge, LLC 757 757 No Change 2020-12-31
Horan Securities, Inc. 751 647 16% 2020-12-31
Valeo Financial Advisors, LLC 707 396 79% 2020-12-31
Ohio Valley Financial Group 700 700 No Change 2020-12-31
ASSET PLANNING CORPORATION 669 0 New Buy 2020-12-31
Altus Wealth Group LLC 627 0 New Buy 2020-12-31
REILLY FINANCIAL ADVISORS, LLC 626 473 32% 2020-12-31
PITTENGER & ANDERSON INC 615 755 19% 2020-12-31
LAZARD ASSET MANAGEMENT LLC 610 610 No Change 2020-12-31
SIGNATUREFD, LLC 591 624 5% 2020-12-31
Clarkston Capital Partners LLC 574 567 1% 2020-12-31
Lakeview Capital Partners, LLC 544 467 16% 2020-12-31
Investors Research Corp 544 544 No Change 2020-12-31
Canton Hathaway, LLC 541 0 New Buy 2020-12-31
McIlrath & Eck, LLC 513 183 180% 2020-12-31
American Research & Management Co. 500 400 25% 2020-12-31
Lee Financial CORP 500 0 New Buy 2020-12-31
BENJAMIN EDWARDS INC 468 0 New Buy 2020-12-31
Retirement Group, LLC 403 0 New Buy 2020-12-31
Bogart Wealth, LLC 399 399 No Change 2020-12-31
Archer Investment Corp 373 373 No Change 2020-12-31
ROPES WEALTH ADVISORS LLC 366 366 No Change 2020-12-31
Safeguard Investment Advisory Group, LLC 364 0 New Buy 2020-12-31
VALLEY NATIONAL ADVISERS INC 362 0 New Buy 2020-12-31
JNBA Financial Advisors 343 307 12% 2020-12-31
Pacitti Group Inc. 340 340 No Change 2020-12-31
Mine & Arao Wealth Creation & Management, LLC. 325 325 No Change 2020-12-31
Carroll Financial Associates, Inc. 323 257 26% 2020-12-31
FORT PITT CAPITAL GROUP, LLC 319 0 New Buy 2020-12-31
First Command Bank 312 0 New Buy 2020-12-31
First Command Financial Services, Inc. 312 305 2% 2020-12-31
Enterprise Trust & Investment Co 304 304 No Change 2020-12-31
Interactive Financial Advisors 301 514 41% 2020-12-31
HC FINANCIAL ADVISORS INC 297 297 No Change 2020-12-31
Sandy Spring Bank 295 295 No Change 2020-12-31
Orion Capital Management LLC 278 0 New Buy 2020-12-31
Pacific Center for Financial Services 277 277 No Change 2020-12-31
SVB Wealth Advisory, Inc. 258 258 No Change 2020-12-31
Berman Capital Advisors, LLC 252 0 New Buy 2020-12-31
Armor Investment Advisors, LLC 250 0 New Buy 2020-12-31
Tower Research Capital LLC 249 67 272% 2020-12-31
Hanson Investment Management 244 147 66% 2020-12-31
Reby Advisors, LLC 233 0 New Buy 2020-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 222 222 No Change 2020-12-31
Millburn Ridgefield Corp 216 237 9% 2020-12-31
Element Wealth, LLC 200 200 No Change 2020-12-31
Founders Financial Alliance, LLC 29 220 87% 2020-12-31
HUNTINGTON NATIONAL BANK 184 358 49% 2020-12-31
Professional Financial Advisors, LLC 180 179 1% 2020-12-31
Concord Wealth Partners 159 0 New Buy 2020-12-31
Johnson Financial Group, Inc. 157 92 71% 2020-12-31
John W. Brooker & Co., CPAs 155 155 No Change 2020-12-31
DELTA ASSET MANAGEMENT LLC/TN 143 143 No Change 2020-12-31
Accel Wealth Management 139 0 New Buy 2020-12-31
Capital Asset Advisory Services LLC 138 137 1% 2020-12-31
Oxler Private Wealth LLC 137 0 New Buy 2020-12-31
MEEDER ASSET MANAGEMENT INC 135 0 New Buy 2020-12-31
HARBOR INVESTMENT ADVISORY, LLC 130 120 8% 2020-12-31
Graves-Light Private Wealth Management, Inc. 125 0 New Buy 2020-12-31
D'Orazio & Associates, Inc. 124 24 417% 2020-12-31
PEDDOCK CAPITAL ADVISORS, LLC 110 0 New Buy 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 100 100 No Change 2020-12-31
Kistler-Tiffany Companies, LLC 100 0 New Buy 2020-12-31
Retirement Network 100 120 17% 2020-12-31
FSA Wealth Management LLC 100 0 New Buy 2020-12-31
Litman Gregory Asset Management LLC 97 97 No Change 2020-12-31
HHM Wealth Advisors, LLC 93 93 No Change 2020-12-31
Sowa Financial Group, Inc. 93 93 No Change 2020-12-31
COWA, LLC 85 0 New Buy 2020-12-31
Hartland & Co., LLC 84 181 54% 2020-12-31
ForthRight Wealth Management, LLC 80 0 New Buy 2020-12-31
Bellwether Advisors, LLC 77 0 New Buy 2020-12-31
Aptus Capital Advisors, LLC 74 74 No Change 2020-12-31
Ellis Investment Partners, LLC 73 0 New Buy 2020-12-31
WEBSTER BANK, N. A. 71 0 New Buy 2020-12-31
HCR Wealth Advisors 70 70 No Change 2020-12-31
CNB Bank 63 63 No Change 2020-12-31
Savior LLC 63 63 No Change 2020-12-31
GoalVest Advisory LLC 63 0 New Buy 2020-12-31
Providence Capital Advisors, LLC 61 0 New Buy 2020-12-31
Inspire Advisors, LLC 57 0 New Buy 2020-12-31
Old North State Trust, LLC 55 55 No Change 2020-12-31
Fiduciary Planning LLC 53 53 No Change 2020-12-31
HawsGoodwin Investment Management LLC 52 0 New Buy 2020-12-31
BOURGEON CAPITAL MANAGEMENT LLC 50 0 New Buy 2020-12-31
MCMILLION CAPITAL MANAGEMENT INC 50 0 New Buy 2020-12-31
Trust Co 50 50 No Change 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 50 50 No Change 2020-12-31
Affiance Financial, LLC 48 83 42% 2020-12-31
Biltmore Family Office, LLC 47 46 2% 2020-12-31
Gleason Group, Inc. 47 47 No Change 2020-12-31
Pathstone Family Office, LLC 45 0 New Buy 2020-12-31
SYM FINANCIAL CORPORATION 45 45 No Change 2020-12-31
Joseph P. Lucia & Associates, LLC 40 0 New Buy 2020-12-31
Prestige Wealth Management Group LLC 39 54 28% 2020-12-31
Farmers & Merchants Trust Co of Chambersburg PA 38 38 No Change 2020-12-31
Ironwood Wealth Management, llc 36 36 No Change 2020-12-31
Focused Wealth Management, Inc 35 35 No Change 2020-12-31
Sound Income Strategies, LLC 28 28 No Change 2020-12-31
SALEM INVESTMENT COUNSELORS INC 25 25 No Change 2020-12-31
Gradient Investments LLC 23 23 No Change 2020-12-31
Cribstone Capital Management, LLC 20 0 New Buy 2020-12-31
Charter Oak Capital Management, LLC 19 0 New Buy 2020-12-31
Taddei, Ludwig & Associates, Inc. 16 0 New Buy 2020-12-31
JFS WEALTH ADVISORS, LLC 13 25 48% 2020-12-31
Planned Solutions, Inc. 12 12 No Change 2020-12-31
DIVIDEND GROWTH ADVISORS, LLC 10 10 No Change 2020-12-31
Cascade Investment Advisors, Inc. 10 10 No Change 2020-12-31
Independence Bank of Kentucky 9 9 No Change 2020-12-31
OXFORD FINANCIAL GROUP LTD 8 0 New Buy 2020-12-31
Capital Analysts, Inc. 5 11 55% 2020-12-31
Global Trust Asset Management, LLC 5 5 No Change 2020-12-31
Choate Investment Advisors 3 0 New Buy 2020-12-31
Global Wealth Management Investment Advisory, Inc. 3 3 No Change 2020-12-31
Pacifica Partners Inc. 2 2 No Change 2020-12-31
BARCLAYS PLC 1 0 New Buy 2020-12-31
Aspire Private Capital, LLC 1 0 New Buy 2020-12-31
Renaissance Technologies(Jim Simons) 0 7,500 Sold Out 2020-12-31
Cubic Asset Management, LLC 0 2,135 Sold Out 2020-12-31
PACIFIC FINANCIAL GROUP INC 0 7 Sold Out 2020-12-31
INTRUST BANK NA 0 2,498 Sold Out 2020-12-31
HighTower Advisors, LLC 0 547,425 Sold Out 2020-12-31
Reynders McVeigh Capital Management, LLC 0 2,068 Sold Out 2020-12-31
Richard Bernstein Advisors LLC 0 24 Sold Out 2020-12-31
Advisory Alpha, LLC 0 1,172 Sold Out 2020-12-31
BlueCrest Capital Management Ltd 0 10,000 Sold Out 2020-12-31
Balentine LLC 0 47 Sold Out 2020-12-31
Sonora Investment Management, LLC 0 35 Sold Out 2020-12-31
CWA Asset Management Group, LLC 0 17,726 Sold Out 2020-12-31
WOLVERINE TRADING, LLC 0 3,000 Sold Out 2020-12-31
Aveo Capital Partners, LLC 0 7,217 Sold Out 2020-12-31
Sterling Investment Advisors, Ltd. 0 182 Sold Out 2020-12-31
Performa Ltd (US), LLC 0 1,760 Sold Out 2020-12-31
Slow Capital, Inc. 0 31 Sold Out 2020-12-31
Qube Research & Technologies Ltd 0 181 Sold Out 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 483 Sold Out 2020-12-31
Vectors Research Management, LLC 0 36 Sold Out 2020-12-31
ExodusPoint Capital Management, LP 0 57,551 Sold Out 2020-12-31
Patriot Investment Management Inc. 0 13,166 Sold Out 2020-12-31
Inscription Capital, LLC 0 1,835 Sold Out 2020-12-31
Weaver Consulting Group 0 35 Sold Out 2020-12-31
Clear Creek Financial Management, LLC 0 257,490 Sold Out 2020-12-31
Ambassador Advisors, LLC 0 1,793 Sold Out 2020-12-31
CBIZ Investment Advisory Services, LLC 0 248 Sold Out 2020-12-31
Adams Wealth Management 0 77 Sold Out 2020-12-31
Wealth Quarterback LLC 0 2,459 Sold Out 2020-12-31
RMR Wealth Builders 0 46,320 Sold Out 2020-12-31
JustInvest LLC 0 6,775 Sold Out 2020-12-31
Cordant, Inc. 0 16 Sold Out 2020-12-31
CHIRON CAPITAL MANAGEMENT, LLC 0 45 Sold Out 2020-12-31
CATALYST PRIVATE WEALTH, LLC 0 4 Sold Out 2020-12-31
JEPPSON WEALTH MANAGEMENT, LLC 0 1,233 Sold Out 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 0 43 Sold Out 2020-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 368,699 295,712 25% 2020-09-30
ROYAL BANK OF CANADA 350,455 354,820 1% 2020-09-30
ARGI Investment Services, LLC 217,135 214,690 1% 2020-09-30
First Allied Advisory Services, Inc. 91,303 98,312 7% 2020-09-30
Kavar Capital Partners, LLC 71,186 67,022 6% 2020-09-30
Private Advisor Group, LLC 70,464 71,334 1% 2020-09-30
LifePlan Financial Group, Inc 56,752 52,964 7% 2020-09-30
Independence Advisors, LLC 54,867 57,716 5% 2020-09-30
Private Portfolio Partners LLC 51,127 56,396 9% 2020-09-30
THRIVENT FINANCIAL FOR LUTHERANS 28,610 0 New Buy 2020-09-30
Pathway Financial Advisors LLC 14,995 14,995 No Change 2020-09-30
Cornerstone Advisory, LLP 13,579 15,714 14% 2020-09-30
Homrich & Berg 13,278 0 New Buy 2020-09-30
Probity Advisors, Inc. 10,062 10,095 0% 2020-09-30
SCBT FINANCIAL CORP 30 8,567 100% 2020-09-30
BRONFMAN E.L. ROTHSCHILD, L.P. 7,856 6,431 22% 2020-09-30
Capital Square, LLC 7,365 0 New Buy 2020-09-30
FIRST MANHATTAN CO 6,687 6,687 No Change 2020-09-30
tru Independence LLC 6,232 0 New Buy 2020-09-30
WESBANCO BANK INC 5,825 5,744 1% 2020-09-30
PACIFIC SUN FINANCIAL CORP 5,580 5,600 0% 2020-09-30
Hochman Cole Investment Advisors, Inc. 5,439 5,469 1% 2020-09-30
Integrated Investment Consultants, LLC 4,565 4,061 12% 2020-09-30
ELM ADVISORS, LLC 4,235 4,710 10% 2020-09-30
Pensionmark Financial Group, LLC 3,990 3,640 10% 2020-09-30
Compton Wealth Advisory Group, LLC 3,913 18,654 79% 2020-09-30
Partnervest Advisory Services LLC 3,728 3,515 6% 2020-09-30
Aurum Wealth Management Group, LLC 3,313 3,313 No Change 2020-09-30
CVA Family Office, LLC 3,257 3,018 8% 2020-09-30
WMS Partners, LLC 3,250 3,250 No Change 2020-09-30
TRUST CO OF VERMONT 2,240 2,200 2% 2020-09-30
Capstone Financial Group, Inc. 2,089 2,455 15% 2020-09-30
First Ascent Asset Management, LLC 2,081 4,740 56% 2020-09-30
FCG ADVISORS, LLC 1,992 2,001 0% 2020-09-30
Gladstone Institutional Advisory LLC 1,889 0 New Buy 2020-09-30
FinTrust Capital Advisors, LLC 1,735 0 New Buy 2020-09-30
HM PAYSON & CO 0 300 Sold Out 2020-09-30
AlphaMark Advisors, LLC 225 225 No Change 2020-09-30
Stearns Financial Services Group 162 162 No Change 2020-09-30
WEST BANCORPORATION INC 61 61 No Change 2020-09-30
Fortis Group Advisors, LLC 52 0 New Buy 2020-09-30
SHINE INVESTMENT ADVISORY SERVICES INC 15 15 No Change 2020-09-30
Beck Bode, LLC 7 0 New Buy 2020-09-30
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