| 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) |
Previous
Holdings |
Change |
Portfolio
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 |
|
|
|
|
RelationalStocks.com
