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STOCK TICKER:
VANGUARD INFO ETF   (ticker: VGT)
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
Moneda S.A. Administradora General de Fondos 0 15,137 Sold Out 2020-12-31
BANK OF AMERICA CORP /DE/ 21,236,153 21,421,234 1% 2020-12-31
J P MORGAN CHASE & CO 3,396,375 3,091,687 10% 2020-12-31
UBS Group AG 2,152,735 2,197,189 2% 2020-12-31
MORGAN STANLEY 2,027,835 0 New Buy 2020-12-31
Migdal Insurance & Financial Holdings Ltd. 2,019,047 2,022,552 0% 2020-12-31
WELLS FARGO & CO/MN 1,645,477 1,783,545 8% 2020-12-31
VANGUARD GROUP INC 1,241,344 6,453 19,137% 2020-12-31
LPL Financial CORP 1,104,837 1,095,778 1% 2020-12-31
AMERIPRISE FINANCIAL INC 1,035,382 1,239,801 16% 2020-12-31
BANK OF NOVA SCOTIA / 924,144 557,251 66% 2020-12-31
Equitable Holdings, Inc. 523,368 528,373 1% 2020-12-31
Beacon Capital Management, Inc. 518,131 529,263 2% 2020-12-31
Raymond James Financial Services Advisors, Inc. 457,319 423,973 8% 2020-12-31
RAYMOND JAMES & ASSOCIATES 431,114 409,195 5% 2020-12-31
ENVESTNET ASSET MANAGEMENT INC 397,299 418,655 5% 2020-12-31
Annex Advisory Services, LLC 315,135 312,610 1% 2020-12-31
MANUFACTURERES LIFE INSURANCE CO 0 302,046 Sold Out 2020-12-31
M&T BANK CORP 283,326 295,445 4% 2020-12-31
BINGHAM OSBORN & SCARBOROUGH LLC 228,111 262,304 13% 2020-12-31
STIFEL FINANCIAL CORP 327 327 No Change 2020-12-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,655 197,099 0% 2020-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 179,730 174,786 3% 2020-12-31
AE Wealth Management LLC 172,692 99,671 73% 2020-12-31
Janney Montgomery Scott LLC 166,457 168,010 1% 2020-12-31
BB&T CORP 157,240 176,089 11% 2020-12-31
Sawtooth Asset Management, Inc. 150,642 80,115 88% 2020-12-31
NORTHERN TRUST CORP 142,780 144,570 1% 2020-12-31
NORTHSTAR ASSET MANAGEMENT LLC 142,676 149,149 4% 2020-12-31
Rockefeller Capital Management L.P. 139,209 138,527 0% 2020-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 138,234 134,767 3% 2020-12-31
Madison Asset Management, LLC 137,529 230,385 40% 2020-12-31
Stuart Chaussee & Associates, Inc. 135,351 133,321 2% 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 980 Sold Out 2020-12-31
BRANDYWINE OAK PRIVATE WEALTH LLC 130,919 139,380 6% 2020-12-31
WAGNER CAPITAL MANAGEMENT CORP 119,961 123,307 3% 2020-12-31
BAILARD, INC. 111,679 114,149 2% 2020-12-31
Creative Planning 96,753 99,052 2% 2020-12-31
Keebeck Wealth Management, LLC 95,979 96,283 0% 2020-12-31
GOLDMAN SACHS GROUP INC 18,064 99,027 82% 2020-12-31
TIAA, FSB 3,442 3,542 3% 2020-12-31
Susquehanna International Group, LLP 86,180 174,737 51% 2020-12-31
Kestra Advisory Services, LLC 77,667 51,146 52% 2020-12-31
Silicon Valley Capital Partners 76,801 69,009 11% 2020-12-31
Mirae Asset Global Investments Co., Ltd. 76,100 10,000 661% 2020-12-31
Full Sail Capital, LLC 74,374 82,819 10% 2020-12-31
KCM INVESTMENT ADVISORS LLC 73,361 55,439 32% 2020-12-31
MURPHY CAPITAL MANAGEMENT INC 70,838 72,954 3% 2020-12-31
Elwood & Goetz Wealth Advisory Group, LLC 69,664 67,683 3% 2020-12-31
Curtis Advisory Group, LLC 69,130 69,130 No Change 2020-12-31
GPS Wealth Strategies Group, LLC 67,183 0 New Buy 2020-12-31
Portfolio Strategies, Inc. 63,471 74,623 15% 2020-12-31
FIRST MERCHANTS CORP 61,729 58,593 5% 2020-12-31
Trilogy Capital Inc. 61,132 10,473 484% 2020-12-31
Relative Value Partners Group, LLC 60,264 63,779 6% 2020-12-31
FIFTH THIRD BANCORP 59,456 59,034 1% 2020-12-31
Sigma Planning Corp 58,495 48,236 21% 2020-12-31
CITIGROUP INC 57,400 63,550 10% 2020-12-31
Karpus Management, Inc. 56,630 59,667 5% 2020-12-31
Quantitative Advantage LLC 52,385 51,119 2% 2020-12-31
BABSON CAPITAL MANAGEMENT LLC 51,580 0 New Buy 2020-12-31
Financial Network 49,921 44,379 12% 2020-12-31
Green Harvest Asset Management LLC 48,754 0 New Buy 2020-12-31
SCS Capital Management LLC 46,704 46,639 0% 2020-12-31
MML INVESTORS SERVICES, LLC 46,400 50,301 8% 2020-12-31
AMI INVESTMENT MANAGEMENT INC 45,981 46,047 0% 2020-12-31
Mokosak Advisory Group, LLC 45,577 44,911 1% 2020-12-31
Bouchey Financial Group Ltd 45,394 24,913 82% 2020-12-31
Baker Ellis Asset Management LLC 43,865 45,227 3% 2020-12-31
Lido Advisors, LLC 43,336 43,770 1% 2020-12-31
BerganKDV Wealth Management, LLC 40,368 0 New Buy 2020-12-31
Proquility Private Wealth Partners, LLC 39,884 0 New Buy 2020-12-31
INVESTMENT MANAGEMENT OF VIRGINIA LLC 39,566 40,478 2% 2020-12-31
Steward Partners Investment Advisory, LLC 38,656 33,975 14% 2020-12-31
ATRIA INVESTMENTS LLC 38,569 26,438 46% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 38,503 35,489 8% 2020-12-31
JOHNSON INVESTMENT COUNSEL INC 37,581 40,791 8% 2020-12-31
Strategic Wealth Advisors Group,Inc. 37,222 31,686 17% 2020-12-31
Baird Financial Group, Inc. 963 680 42% 2020-12-31
White Lighthouse Investment Management Inc. 36,250 37,808 4% 2020-12-31
Axiom Financial Strategies, LLC 0 36,410 Sold Out 2020-12-31
National Asset Management, Inc. 0 39,409 Sold Out 2020-12-31
HORIZON FINANCIAL SERVICES, LLC 33,814 34,545 2% 2020-12-31
FIDUCIARY TRUST CO 33,720 29,234 15% 2020-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 33,550 33,564 0% 2020-12-31
Berkeley Capital Partners, LLC 32,088 33,246 3% 2020-12-31
RiverFront Investment Group, LLC 31,534 0 New Buy 2020-12-31
Madden Advisory Services, Inc. 31,531 31,414 0% 2020-12-31
55I, LLC 31,450 31,740 1% 2020-12-31
Harel Insurance Investments & Financial Services Ltd. 31,090 316,690 90% 2020-12-31
FCA CORP /TX 30,541 30,558 0% 2020-12-31
Triangle Securities Wealth Management 30,116 31,232 4% 2020-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 29,357 29,303 0% 2020-12-31
BBR PARTNERS, LLC 29,133 29,133 No Change 2020-12-31
IEQ CAPITAL, LLC 28,817 29,690 3% 2020-12-31
WELCH CAPITAL PARTNERS LLC/NY 28,782 28,782 No Change 2020-12-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 0 8,400 Sold Out 2020-12-31
BANK OF MONTREAL /CAN/ 27,790 27,995 1% 2020-12-31
Diversified, LLC 27,706 0 New Buy 2020-12-31
TAP Consulting, LLC 27,317 30,981 12% 2020-12-31
RMB Capital Management, LLC 27,051 27,051 No Change 2020-12-31
Cetera Investment Advisers 26,955 5,444 395% 2020-12-31
FMR LLC 3 493 99% 2020-12-31
CHATHAM CAPITAL GROUP, INC. 26,423 27,468 4% 2020-12-31
CYPRESS CAPITAL MANAGEMENT LLC 26,336 27,351 4% 2020-12-31
Exchange Capital Management, Inc. 25,702 24,837 3% 2020-12-31
DOWLING & YAHNKE INC 25,648 24,037 7% 2020-12-31
SEARCY FINANCIAL SERVICES INC /ADV 25,574 25,302 1% 2020-12-31
Grant/GrossMendelsohn, LLC 24,680 0 New Buy 2020-12-31
Advisory Services Network, LLC 24,541 24,651 0% 2020-12-31
MAI Wealth Advisors 23,845 21,377 12% 2020-12-31
Capital Planning LLC 23,156 0 New Buy 2020-12-31
LOWE BROCKENBROUGH & CO INC 23,066 21,954 5% 2020-12-31
BLAIR WILLIAM & CO/IL 22,796 20,698 10% 2020-12-31
KWMG, LLC 22,143 22,185 0% 2020-12-31
Western Wealth Management, LLC 22,070 22,032 0% 2020-12-31
Callan Capital, LLC 21,610 20,350 6% 2020-12-31
Covington Capital Management 21,260 22,285 5% 2020-12-31
Brookstone Capital Management 21,017 8,853 137% 2020-12-31
Archford Capital Strategies, LLC 20,999 28,834 27% 2020-12-31
Kinloch Capital, LLC 20,879 0 New Buy 2020-12-31
SCOTIA CAPITAL INC. 20,724 20,777 0% 2020-12-31
Welch Group, LLC 20,380 2,248 807% 2020-12-31
Proficio Capital Partners LLC 20,286 20,286 No Change 2020-12-31
Ballast, Inc. 20,236 21,412 5% 2020-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 20,095 20,272 1% 2020-12-31
Bank of New York Mellon CORP 19,852 19,045 4% 2020-12-31
Focused Wealth Management, Inc 19,375 20,053 3% 2020-12-31
Compass Financial Group, Inc. 19,333 19,147 1% 2020-12-31
TORON CAPITAL MARKETS INC. 19,100 0 New Buy 2020-12-31
CAPTRUST FINANCIAL ADVISORS 18,934 20,043 6% 2020-12-31
PEAPACK GLADSTONE FINANCIAL CORP 18,852 1,294 1,357% 2020-12-31
Hanlon Investment Management, Inc. 18,476 24,384 24% 2020-12-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 18,372 19,996 8% 2020-12-31
GLENMEDE TRUST CO NA 17,989 17,681 2% 2020-12-31
HRT FINANCIAL LLC 17,920 0 New Buy 2020-12-31
US BANCORP DE 17,802 17,016 5% 2020-12-31
RFG HOLDINGS, INC. 17,617 0 New Buy 2020-12-31
BP WEALTH MANAGEMENT, LLC 17,476 17,432 0% 2020-12-31
Mariner Wealth Advisors, LLC 17,401 16,416 6% 2020-12-31
DAL Investment CO 16,985 16,124 5% 2020-12-31
Karp Capital Management Corp 16,968 17,364 2% 2020-12-31
LUCAS CAPITAL MANAGEMENT 16,898 0 New Buy 2020-12-31
CULBERTSON A N & CO INC 16,672 16,842 1% 2020-12-31
FIRST FINANCIAL CORP /IN/ 16,597 17,110 3% 2020-12-31
Cresset Asset Management, LLC 16,507 17,407 5% 2020-12-31
Chevy Chase Trust Holdings, Inc. 16,281 17,170 5% 2020-12-31
Quaker Wealth Management, LLC 16,154 17,099 6% 2020-12-31
Sound View Wealth Advisors Group, LLC 15,920 15,518 3% 2020-12-31
DAVIDSON D A & CO 15,643 15,020 4% 2020-12-31
Tatro Capital, LLC 15,481 27,217 43% 2020-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 15,324 23,125 34% 2020-12-31
Royal Fund Management, LLC 15,283 12,219 25% 2020-12-31
CIBC World Markets Inc. 15,237 15,003 2% 2020-12-31
Principle Wealth Partners LLC 15,155 9,932 53% 2020-12-31
CLS INVESTMENT FIRM, LLC 14,953 15,676 5% 2020-12-31
Taikang Asset Management (Hong Kong) Co Ltd 14,697 14,697 No Change 2020-12-31
OPPENHEIMER & CO INC 14,637 13,772 6% 2020-12-31
MERCER GLOBAL ADVISORS INC /ADV 14,368 16,865 15% 2020-12-31
ASPIRIANT, LLC 14,309 14,713 3% 2020-12-31
Stratos Wealth Advisors, LLC 14,132 13,170 7% 2020-12-31
Wiser Wealth Management, Inc 13,905 0 New Buy 2020-12-31
Stratos Wealth Partners, LTD. 13,885 13,388 4% 2020-12-31
First PREMIER Bank 13,808 13,298 4% 2020-12-31
Alexandria Capital, LLC 13,642 13,826 1% 2020-12-31
Emerald Investment Partners, LLC 13,319 951 1,301% 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 13,313 13,106 2% 2020-12-31
Engrave Wealth Partners LLC 13,074 13,818 5% 2020-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 13,046 15,123 14% 2020-12-31
PRUDENTIAL FINANCIAL INC 12,947 0 New Buy 2020-12-31
FIFTH THIRD SECURITIES, INC. 12,518 0 New Buy 2020-12-31
Independent Order of Foresters 12,342 12,342 No Change 2020-12-31
SYNOVUS FINANCIAL CORP 12,308 11,774 5% 2020-12-31
Hartford Financial Management Inc. 12,273 12,592 3% 2020-12-31
Carmichael Hill & Associates, Inc. 12,216 11,959 2% 2020-12-31
FIERA SCEPTRE INC. 12,085 14,075 14% 2020-12-31
Oliver Luxxe Assets LLC 12,024 12,557 4% 2020-12-31
Sabal Trust CO 0 8,918 Sold Out 2020-12-31
E&G Advisors, LP 11,800 11,850 0% 2020-12-31
TIEDEMANN WEALTH MANAGEMENT, LLC 11,795 11,864 1% 2020-12-31
VISTA INVESTMENT MANAGEMENT 11,757 13,417 12% 2020-12-31
Bristlecone Advisors, LLC 11,705 11,342 3% 2020-12-31
TRUE Private Wealth Advisors 11,676 11,113 5% 2020-12-31
NAPLES GLOBAL ADVISORS, LLC 11,475 9,670 19% 2020-12-31
IFG Advisory, LLC 11,350 11,061 3% 2020-12-31
Tranquilli Financial Advisor LLC 11,284 0 New Buy 2020-12-31
Glassman Wealth Services 11,024 11,003 0% 2020-12-31
Paradigm Financial Advisors, LLC 10,970 13,309 18% 2020-12-31
Raab & Moskowitz Asset Management LLC 10,942 11,253 3% 2020-12-31
BTR CAPITAL MANAGEMENT INC 10,689 10,529 2% 2020-12-31
HAVERFORD TRUST CO 10,655 10,655 No Change 2020-12-31
Personal Capital Advisors Corp 9,790 7,071 38% 2020-12-31
IHT Wealth Management, LLC 9,706 9,868 2% 2020-12-31
Smith, Salley & Associates 9,687 8,298 17% 2020-12-31
Dorsey & Whitney Trust CO LLC 9,654 7,689 26% 2020-12-31
DEUTSCHE BANK AG 9,637 9,688 1% 2020-12-31
PROFFITT & GOODSON INC 9,624 10,741 10% 2020-12-31
NEXT Financial Group, Inc 3,560 14,285 75% 2020-12-31
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 9,232 8,974 3% 2020-12-31
Jackson Wealth Management, LLC 9,159 9,141 0% 2020-12-31
XML Financial, LLC 9,071 7,664 18% 2020-12-31
Amerivest Investment Management LLC 9,034 8,235 10% 2020-12-31
ROYAL BANK OF SCOTLAND GROUP PLC 9,030 10,010 10% 2020-12-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 9,023 10,425 13% 2020-12-31
TSFG, LLC 8,994 9,376 4% 2020-12-31
MADISON WEALTH MANAGEMENT 8,889 8,984 1% 2020-12-31
Kesler, Norman & Wride, LLC 8,751 0 New Buy 2020-12-31
ARTHUR M. COHEN & ASSOCIATES, LLC 8,600 8,600 No Change 2020-12-31
Stonebridge Financial Planning Group, LLC 8,595 8,094 6% 2020-12-31
ASSOCIATED BANC-CORP 8,526 9,020 5% 2020-12-31
Waldron, LP 8,428 8,428 No Change 2020-12-31
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 8,415 5,205 62% 2020-12-31
ORLEANS CAPITAL MANAGEMENT CORP/LA 8,275 7,035 18% 2020-12-31
WOLVERINE TRADING, LLC 7,978 20,403 61% 2020-12-31
Wolff Financial Management LLC 7,941 7,870 1% 2020-12-31
N.E.W. Advisory Services LLC 7,933 9,333 15% 2020-12-31
Edge Capital Group, LLC 7,927 7,122 11% 2020-12-31
OPTIMUM INVESTMENT ADVISORS 7,849 7,307 7% 2020-12-31
Investors Financial Group, LLC 7,818 7,750 1% 2020-12-31
Atlantic Trust Group, LLC 7,720 0 New Buy 2020-12-31
Landmark Financial Advisors, LLC 7,718 9,407 18% 2020-12-31
Laidlaw Wealth Management LLC 7,661 6,198 24% 2020-12-31
J.W. COLE ADVISORS, INC. 7,513 7,844 4% 2020-12-31
FLAGSHIP HARBOR ADVISORS, LLC 7,437 6,761 10% 2020-12-31
JANE STREET GROUP, LLC 7,424 1,465 407% 2020-12-31
Douglass Winthrop Advisors, LLC 7,400 7,400 No Change 2020-12-31
PROEQUITIES, INC. 7,392 7,989 7% 2020-12-31
Financial Advocates Investment Management 7,346 7,001 5% 2020-12-31
Simmons Bank 7,141 7,393 3% 2020-12-31
OLD NATIONAL BANCORP /IN/ 7,100 7,070 0% 2020-12-31
H D Vest Advisory Services 7,093 22,983 69% 2020-12-31
Asset Management Group, Inc. 7,063 7,049 0% 2020-12-31
BELLEVUE ASSET MANAGEMENT, LLC 7,060 8,152 13% 2020-12-31
Community Bank, N.A. 6,980 7,025 1% 2020-12-31
Altshuler Shaham Ltd 6,965 3,865 80% 2020-12-31
Autus Asset Management, LLC 0 6,781 Sold Out 2020-12-31
JFG Wealth Management, LLC 6,928 0 New Buy 2020-12-31
Multi-Financial Securities Corp 6,909 6,810 1% 2020-12-31
TNB Financial 6,904 7,104 3% 2020-12-31
Lloyd Advisory Services, LLC. 6,860 4 171,400% 2020-12-31
MOSELEY INVESTMENT MANAGEMENT INC 6,856 6,743 2% 2020-12-31
RAYMOND JAMES TRUST CO 6,848 8,026 15% 2020-12-31
COZAD ASSET MANAGEMENT INC 6,737 0 New Buy 2020-12-31
CALIBER WEALTH MANAGEMENT, LLC 6,650 0 New Buy 2020-12-31
STEPHENS INC /AR/ 6,638 7,034 6% 2020-12-31
AlphaStar Capital Management, LLC 6,554 3,952 66% 2020-12-31
CX Institutional 6,547 5,798 13% 2020-12-31
Newport Wealth Strategies, Inc. 6,497 6,497 No Change 2020-12-31
COMMERCE BANK N A/MO 6,478 1,796 261% 2020-12-31
Sowell Financial Services LLC 6,397 6,071 5% 2020-12-31
Advisors Capital Management, LLC 6,327 5,578 13% 2020-12-31
Camden Capital, LLC 6,222 6,483 4% 2020-12-31
Visionary Wealth Advisors 6,079 7,031 14% 2020-12-31
UMA Financial Services, Inc. 6,041 7,908 24% 2020-12-31
Kovitz Investment Group Partners, LLC 6,003 6,244 4% 2020-12-31
HALLMARK CAPITAL MANAGEMENT INC 5,995 5,986 0% 2020-12-31
Evercore Wealth Management, LLC 5,893 2,993 97% 2020-12-31
Summit Trail Advisors, LLC 5,787 0 New Buy 2020-12-31
Birchcreek Wealth Management, LLC 5,786 0 New Buy 2020-12-31
GREENLEAF TRUST 5,749 6,074 5% 2020-12-31
DAGCO, INC. 5,731 5,554 3% 2020-12-31
Retirement Network 5,721 4,688 22% 2020-12-31
Ayalon Holdings Ltd. 5,668 4,895 16% 2020-12-31
Gareth Morgan Investments Limited Partnership 5,649 9,077 38% 2020-12-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,631 5,631 No Change 2020-12-31
EP Wealth Advisors, Inc. 5,626 5,524 2% 2020-12-31
Clark Capital Management Group, Inc. 5,614 26,856 79% 2020-12-31
PATTEN & PATTEN INC/TN 5,610 5,385 4% 2020-12-31
IFP Advisors, Inc 5,595 0 New Buy 2020-12-31
Rikoon Group, LLC 5,592 4,955 13% 2020-12-31
Aureus Asset Management, LLC 5,550 5,550 No Change 2020-12-31
Good Life Advisors, LLC 5,535 5,081 9% 2020-12-31
Magnus Financial Group LLC 5,510 7,124 23% 2020-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 5,505 5,420 2% 2020-12-31
DUBUQUE BANK & TRUST CO 5,463 7,639 28% 2020-12-31
Prospera Financial Services 5,400 1,188 355% 2020-12-31
WHITTIER TRUST CO 5,400 5,400 No Change 2020-12-31
Ciovacco Capital Management LLC 5,395 0 New Buy 2020-12-31
New England Investment & Retirement Group, Inc. 5,361 5,626 5% 2020-12-31
VALLEY NATIONAL ADVISERS INC 5,291 0 New Buy 2020-12-31
PEOPLES BANK NATIONAL ASSOCIATION 5,251 5,432 3% 2020-12-31
JNBA Financial Advisors 5,245 5,149 2% 2020-12-31
Parallel Advisors, LLC 5,243 0 New Buy 2020-12-31
Aevitas Wealth Management, Inc. 5,171 5,289 2% 2020-12-31
Kingsview Wealth Management, LLC 5,162 0 New Buy 2020-12-31
Coastal Investment Advisors, Inc. 5,139 4,293 20% 2020-12-31
Allegiant Private Advisors, LLC 5,133 0 New Buy 2020-12-31
Ancora Advisors, LLC 5,122 5,113 0% 2020-12-31
Change Path, LLC 5,078 0 New Buy 2020-12-31
Maryland Capital Management, LLC 5,040 5,100 1% 2020-12-31
BRADLEY FOSTER & SARGENT INC/CT 5,008 5,008 No Change 2020-12-31
Ariel Capital Advisors, LLC 4,986 5,000 0% 2020-12-31
DAVENPORT & CO LLC 4,954 4,881 1% 2020-12-31
Perennial Investment Advisors, LLC 4,916 4,365 13% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 4,883 4,885 0% 2020-12-31
ATTICUS WEALTH MANAGEMENT, LLC 4,840 4,557 6% 2020-12-31
RBA Wealth Management, LLC 4,828 4,598 5% 2020-12-31
Citizens National Bank Trust Department 4,805 0 New Buy 2020-12-31
Eudaimonia Partners, LLC 4,762 4,681 2% 2020-12-31
Affiance Financial, LLC 4,726 4,907 4% 2020-12-31
20/20 Capital Management, Inc. 4,720 0 New Buy 2020-12-31
Carroll Financial Associates, Inc. 4,667 4,614 1% 2020-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 4,644 4,808 3% 2020-12-31
WOODWARD DIVERSIFIED CAPITAL, LLC 4,599 0 New Buy 2020-12-31
Global Retirement Partners, LLC 4,593 4,597 0% 2020-12-31
FFT WEALTH MANAGEMENT LLC 4,584 0 New Buy 2020-12-31
KEYBANK NATIONAL ASSOCIATION/OH 4,577 4,972 8% 2020-12-31
Ramsay, Stattman, Vela & Price, Inc. 4,575 5,000 9% 2020-12-31
InterOcean Capital Group, LLC 4,559 0 New Buy 2020-12-31
First Heartland Consultants, Inc. 4,551 3,953 15% 2020-12-31
ExodusPoint Capital Management, LP 4,550 0 New Buy 2020-12-31
Hillcrest Wealth Advisors - NY, LLC 4,530 4,275 6% 2020-12-31
LINCOLN NATIONAL CORP 4,441 4,987 11% 2020-12-31
Trinity Legacy Partners LLC 4,418 4,397 0% 2020-12-31
Integrated Wealth Concepts LLC 4,385 4,429 1% 2020-12-31
FINANCIAL COUNSELORS INC 4,379 4,464 2% 2020-12-31
Csenge Advisory Group 4,363 4,663 6% 2020-12-31
PARSONS CAPITAL MANAGEMENT INC/RI 4,330 4,392 1% 2020-12-31
COLLECTIVE FAMILY OFFICE LLC 4,300 0 New Buy 2020-12-31
BESSEMER GROUP INC 4,251 2,800 52% 2020-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4,195 3,801 10% 2020-12-31
McAdam, LLC 4,187 933 349% 2020-12-31
Freestone Capital Holdings, LLC 4,166 1,585 163% 2020-12-31
Chicago Partners Investment Group LLC 4,158 3,385 23% 2020-12-31
ARKANSAS FINANCIAL GROUP, INC. 4,138 3,677 13% 2020-12-31
Center for Financial Planning, Inc. 4,120 0 New Buy 2020-12-31
Curated Wealth Partners LLC 4,120 0 New Buy 2020-12-31
New England Private Wealth Advisors LLC 4,102 4,095 0% 2020-12-31
Aptus Capital Advisors, LLC 4,092 1,302 214% 2020-12-31
LPWM LLC 4,088 4,669 12% 2020-12-31
Goss Wealth Management LLC 4,003 7,131 44% 2020-12-31
Gryphon Financial Partners LLC 4,000 4,000 No Change 2020-12-31
PARK AVENUE SECURITIES LLC 3,971 3,708 7% 2020-12-31
Bragg Financial Advisors, Inc 3,968 4,312 8% 2020-12-31
CAPROCK Group, Inc. 3,948 6,256 37% 2020-12-31
Outlook Wealth Advisors, LLC 3,897 4,493 13% 2020-12-31
BERRY GROUP, LLC 3,889 3,888 0% 2020-12-31
Bremer Bank National Association 3,855 3,855 No Change 2020-12-31
PAPP L ROY & ASSOCIATES 3,835 3,835 No Change 2020-12-31
Doyle Wealth Management 3,813 3,775 1% 2020-12-31
TELEMUS CAPITAL, LLC 3,807 3,824 0% 2020-12-31
CLAUDIA M.P. BATLLE, CRP (R) LLC 3,760 4,232 11% 2020-12-31
Ausdal Financial Partners, Inc. 3,751 3,778 1% 2020-12-31
Kovack Advisors, Inc. 3,710 3,909 5% 2020-12-31
Bartlett & Co. LLC 3,695 0 New Buy 2020-12-31
American Institute for Advanced Investment Management, LLP 3,681 3,696 0% 2020-12-31
Tower View Investment Management & Research LLC 3,660 3,671 0% 2020-12-31
FIRST NATIONAL TRUST CO 3,641 3,749 3% 2020-12-31
Jacobi Capital Management LLC 3,619 3,514 3% 2020-12-31
LAZARD ASSET MANAGEMENT LLC 3,600 3,600 No Change 2020-12-31
Main Management LLC 3,600 6,468 44% 2020-12-31
McNaughton Wealth Management, LLC 3,596 1,779 102% 2020-12-31
Cornerstone Wealth Management, LLC 3,565 3,634 2% 2020-12-31
Insight Advisors, LLC/ PA 3,536 0 New Buy 2020-12-31
TCF National Bank 3,521 3,429 3% 2020-12-31
CONDOR CAPITAL MANAGEMENT 3,494 3,611 3% 2020-12-31
True Link Financial Advisors, LLC 3,480 0 New Buy 2020-12-31
Williams Jones Wealth Management, LLC. 3,474 3,474 No Change 2020-12-31
Miracle Mile Advisors, LLC 3,419 4,046 15% 2020-12-31
Cedar Brook Financial Partners, LLC 3,413 0 New Buy 2020-12-31
CWA Asset Management Group, LLC 3,401 3,313 3% 2020-12-31
Round Table Services, LLC 3,400 0 New Buy 2020-12-31
Cutler Group LP 1,000 14,600 93% 2020-12-31
Dynamic Advisors Solutions LLC 3,365 3,872 13% 2020-12-31
CULLEN FROST BANKERS INC 3,354 3,354 No Change 2020-12-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 3,347 2,216 51% 2020-12-31
Spearhead Capital Advisors, LLC 3,336 2,305 45% 2020-12-31
Krilogy Financial LLC 3,327 2,927 14% 2020-12-31
Private Wealth Advisors, LLC 3,323 3,340 1% 2020-12-31
Sontag Advisory, LLC 3,322 0 New Buy 2020-12-31
North Star Investment Management Corp. 3,318 3,226 3% 2020-12-31
Meristem, LLP 3,283 3,283 No Change 2020-12-31
Merit Financial Group, LLC 3,269 3,007 9% 2020-12-31
Adviser Investments LLC 3,230 4,837 33% 2020-12-31
High Falls Advisors, Inc 3,203 0 New Buy 2020-12-31
Hilltop Holdings Inc. 3,190 2,371 35% 2020-12-31
Venture Visionary Partners LLC 3,187 0 New Buy 2020-12-31
Strategic Blueprint, LLC 3,176 2,977 7% 2020-12-31
Buckingham Asset Management, LLC 3,141 3,605 13% 2020-12-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,127 3,127 No Change 2020-12-31
Ledyard National Bank 3,084 3,686 16% 2020-12-31
GPM Growth Investors, Inc. 3,071 3,170 3% 2020-12-31
Bigelow Investment Advisors, LLC 3,069 5,789 47% 2020-12-31
Veritable, L.P. 3,044 3,193 5% 2020-12-31
AMERITAS INVESTMENT CORP 3,006 2,513 20% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 3,003 2,168 39% 2020-12-31
Carnegie Capital Asset Management, LLC 2,992 3,125 4% 2020-12-31
Institute for Wealth Management, LLC. 2,991 2,821 6% 2020-12-31
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 2,961 2,536 17% 2020-12-31
FRANKLIN RESOURCES INC 2,891 2,893 0% 2020-12-31
Sullivan, Bruyette, Speros & Blaney, Inc. 2,874 2,273 26% 2020-12-31
WESTWOOD HOLDINGS GROUP INC 2,871 1,871 53% 2020-12-31
Kistler-Tiffany Companies, LLC 2,851 2,701 6% 2020-12-31
HUNTINGTON NATIONAL BANK 2,821 2,532 11% 2020-12-31
SeaCrest Wealth Management, LLC 2,814 3,119 10% 2020-12-31
REGIONS FINANCIAL CORP 2,802 0 New Buy 2020-12-31
MITCHELL SINKLER & STARR/PA 2,800 2,003 40% 2020-12-31
HBW Advisory Services LLC 2,799 3,572 22% 2020-12-31
GeoWealth Management, LLC 2,793 1,124 148% 2020-12-31
Claraphi Advisory Network, LLC 2,785 2,785 No Change 2020-12-31
HARBOR FINANCIAL SERVICES, LLC 2,782 0 New Buy 2020-12-31
CENTAURUS FINANCIAL, INC. 2,777 1,923 44% 2020-12-31
Sunbelt Securities, Inc. 2,764 2,301 20% 2020-12-31
PITTENGER & ANDERSON INC 2,745 2,939 7% 2020-12-31
Neuberger Berman Group LLC 2,743 3,143 13% 2020-12-31
KESTRA PRIVATE WEALTH SERVICES, LLC 2,741 0 New Buy 2020-12-31
Perigon Wealth Management, LLC 2,723 1,666 63% 2020-12-31
180 WEALTH ADVISORS, LLC 2,693 2,549 6% 2020-12-31
EVOKE WEALTH, LLC 2,663 2,663 No Change 2020-12-31
Montis Financial, LLC 2,652 0 New Buy 2020-12-31
Mutual Advisors, LLC 2,637 2,523 5% 2020-12-31
Evanson Asset Management, LLC 2,620 2,448 7% 2020-12-31
Boltwood Capital Management 2,600 2,600 No Change 2020-12-31
Southern Farm Bureau Life Insurance 2,600 0 New Buy 2020-12-31
Bernardo Wealth Planning LLC 2,563 2,567 0% 2020-12-31
ROCKLAND TRUST CO 2,556 2,932 13% 2020-12-31
Bay Harbor Wealth Management, LLC 2,542 2,493 2% 2020-12-31
Clarkston Capital Partners LLC 2,513 1,687 49% 2020-12-31
Cutter & CO Brokerage, Inc. 2,509 2,045 23% 2020-12-31
BARCLAYS PLC 2,500 7,942 69% 2020-12-31
Busey Trust CO 2,500 2,523 1% 2020-12-31
Allied Investment Advisors, LLC 2,500 2,461 2% 2020-12-31
Emerald Advisors, LLC 2,437 3,127 22% 2020-12-31
CRA Financial Services, LLC 2,415 2,415 No Change 2020-12-31
Zhang Financial LLC 2,371 1,751 35% 2020-12-31
D'Orazio & Associates, Inc. 2,370 2,358 1% 2020-12-31
Wellspring Financial Advisors, LLC 2,352 2,359 0% 2020-12-31
Fort Point Capital Partners, LLC 2,348 2,387 2% 2020-12-31
River Wealth Advisors LLC 2,323 2,338 1% 2020-12-31
Strategic Advisors LLC 2,320 2,176 7% 2020-12-31
Praetorian Wealth Management, Inc. 2,308 2,080 11% 2020-12-31
Resolute Advisors LLC 2,304 0 New Buy 2020-12-31
PFG Advisors 2,303 2,637 13% 2020-12-31
MBL Wealth, LLC 2,295 0 New Buy 2020-12-31
Wealthstreet Investment Advisors, LLC 2,291 0 New Buy 2020-12-31
Joel Isaacson & Co., LLC 2,269 1,467 55% 2020-12-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,263 2,263 No Change 2020-12-31
Regent Peak Wealth Advisors LLC 2,235 2,235 No Change 2020-12-31
Ballentine, Finn & Company, Inc. 2,223 2,223 No Change 2020-12-31
OHE FINANCIAL INC 2,215 2,171 2% 2020-12-31
Plante Moran Financial Advisors Ltd Partnership 2,195 3,444 36% 2020-12-31
Hanson McClain, Inc. 2,161 2,612 17% 2020-12-31
OXFORD FINANCIAL GROUP LTD 2,159 2,159 No Change 2020-12-31
Johanson Financial Advisors, Inc. 2,158 1,870 15% 2020-12-31
Keystone Financial Group 2,155 2,155 No Change 2020-12-31
Kore Private Wealth LLC 2,139 11,664 82% 2020-12-31
Wunderlich Securities, Inc. 2,134 3,630 41% 2020-12-31
Towerpoint Wealth, LLC 2,131 0 New Buy 2020-12-31
Secure Asset Management, LLC 2,128 2,125 0% 2020-12-31
WETHERBY ASSET MANAGEMENT INC 2,125 2,425 12% 2020-12-31
Vestmark Advisory Solutions, Inc. 2,122 1,942 9% 2020-12-31
Brendel Financial Advisors LLC 2,107 1,364 54% 2020-12-31
Biltmore Family Office, LLC 2,105 2,105 No Change 2020-12-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 2,102 2,102 No Change 2020-12-31
MILLENNIUM MANAGEMENT LLC 2,088 0 New Buy 2020-12-31
Altus Wealth Management, LLC 2,088 2,089 0% 2020-12-31
Crestwood Advisors LLC 2,065 2,079 1% 2020-12-31
Beacon Pointe Advisors, LLC 2,065 2,108 2% 2020-12-31
Lakeview Capital Partners, LLC 2,028 2,028 No Change 2020-12-31
Regal Investment Advisors, LLC 2,020 0 New Buy 2020-12-31
DB Wealth Management Group, LLC 2,009 0 New Buy 2020-12-31
DAVIS R M INC 2,000 2,000 No Change 2020-12-31
Truepoint, Inc. 2,000 0 New Buy 2020-12-31
HYMAN CHARLES D 1,998 1,998 No Change 2020-12-31
MISSION WEALTH MANAGEMENT, LLC 1,996 0 New Buy 2020-12-31
US FINANCIAL ADVISORS, LLC 1,987 0 New Buy 2020-12-31
Bogart Wealth, LLC 1,986 1,996 1% 2020-12-31
One Day In July LLC 0 2,293 Sold Out 2020-12-31
REILLY FINANCIAL ADVISORS, LLC 1,969 669 194% 2020-12-31
Riverpoint Wealth Management Holdings, LLC 1,964 1,963 0% 2020-12-31
NorthRock Partners, LLC 1,959 848 131% 2020-12-31
Teamwork Financial Advisors, LLC 1,944 0 New Buy 2020-12-31
MCDANIEL TERRY & CO 1,924 1,924 No Change 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 1,924 12,678 85% 2020-12-31
Beacon Financial Advisory LLC 1,913 1,912 0% 2020-12-31
WATERS PARKERSON & CO INC 1,891 1,891 No Change 2020-12-31
NinePointTwo Capital 1,854 0 New Buy 2020-12-31
Financial Insights, Inc. 1,849 2,247 18% 2020-12-31
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 1,840 1,840 No Change 2020-12-31
LAKE STREET FINANCIAL LLC 1,838 0 New Buy 2020-12-31
Steel Peak Wealth Management LLC 1,820 1,482 23% 2020-12-31
UNIONBANCAL CORP 1,811 1,947 7% 2020-12-31
PUTNAM FL INVESTMENT MANAGEMENT CO 1,800 2,115 15% 2020-12-31
Valmark Advisers, Inc. 1,785 2,003 11% 2020-12-31
Valeo Financial Advisors, LLC 1,778 1,797 1% 2020-12-31
Brouwer & Janachowski, LLC 1,767 1,767 No Change 2020-12-31
WEALTHSOURCE PARTNERS, LLC 1,765 0 New Buy 2020-12-31
BURNEY CO/ 139 2,200 94% 2020-12-31
Hudock Moyer Wealth Resources, LLC 1,753 1,749 0% 2020-12-31
We Are One Seven, LLC 1,744 2,119 18% 2020-12-31
Sequoia Financial Advisors, LLC 1,743 1,715 2% 2020-12-31
Massey, Quick & Co., LLC 1,738 119 1,361% 2020-12-31
Sepio Capital, LLC 1,729 1,734 0% 2020-12-31
Graves-Light Private Wealth Management, Inc. 1,727 1,865 7% 2020-12-31
Private Wealth Partners, LLC 1,723 1,723 No Change 2020-12-31
SONATA CAPITAL GROUP INC 1,719 1,704 1% 2020-12-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,691 1,637 3% 2020-12-31
Orion Portfolio Solutions, LLC 1,675 1,095 53% 2020-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 1,671 1,899 12% 2020-12-31
Source Financial Advisors LLC 1,668 0 New Buy 2020-12-31
Northeast Financial Consultants Inc 1,667 0 New Buy 2020-12-31
Choate Investment Advisors 1,666 1,666 No Change 2020-12-31
CWM, LLC 1,658 1,958 15% 2020-12-31
Arete Wealth Advisors, LLC 1,654 0 New Buy 2020-12-31
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 1,650 0 New Buy 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 1,649 1,486 11% 2020-12-31
Peachtree Investment Partners, LLC 1,649 1,625 1% 2020-12-31
CT Mason 1,640 1,890 13% 2020-12-31
Renaissance Technologies(Jim Simons) 1,600 1,500 7% 2020-12-31
Key FInancial Inc 1,595 1,416 13% 2020-12-31
Galvin, Gaustad & Stein, LLC 1,566 0 New Buy 2020-12-31
Essex Financial Services, Inc. 1,563 1,360 15% 2020-12-31
EXCHANGE TRADED CONCEPTS, LLC 1,555 1,511 3% 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 1,546 531 191% 2020-12-31
Stevard, LLC 1,539 1,539 No Change 2020-12-31
PINNACLE ASSOCIATES LTD 1,537 1,537 No Change 2020-12-31
Madison Wealth Partners, Inc 1,531 0 New Buy 2020-12-31
Shepherd Financial Partners LLC 1,521 1,045 46% 2020-12-31
Apexium Financial, LP 1,515 1,515 No Change 2020-12-31
FINANCIAL CONSULATE, INC 1,504 1,504 No Change 2020-12-31
Goelzer Investment Management, Inc. 1,500 1,529 2% 2020-12-31
Charles Schwab Trust Co 1,500 0 New Buy 2020-12-31
Banque Cantonale Vaudoise 1,500 0 New Buy 2020-12-31
Moors & Cabot, Inc. 1,497 1,971 24% 2020-12-31
Relyea Zuckerberg Hanson LLC 1,484 0 New Buy 2020-12-31
LexAurum Advisors, LLC 1,474 1,449 2% 2020-12-31
Black Diamond Financial, LLC 1,474 793 86% 2020-12-31
CAPITAL INSIGHT PARTNERS, LLC 1,470 1,470 No Change 2020-12-31
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,450 1,450 No Change 2020-12-31
HOWARD FINANCIAL SERVICES, LTD. 1,444 1,489 3% 2020-12-31
EPIQ Capital Group, LLC 1,442 1,080 34% 2020-12-31
Tennessee Valley Asset Management Partners 1,432 0 New Buy 2020-12-31
BRYN MAWR TRUST CO/PA 1,413 1,413 No Change 2020-12-31
ST GERMAIN D J CO INC 1,404 1,456 4% 2020-12-31
COURIER CAPITAL CORP 1,400 1,400 No Change 2020-12-31
PICTET BANK & TRUST Ltd 1,400 1,400 No Change 2020-12-31
360 Financial, Inc. 1,398 1,254 11% 2020-12-31
MISSION CREEK CAPITAL PARTNERS, INC 1,396 1,186 18% 2020-12-31
FIRST HAWAIIAN BANK 1,382 1,389 1% 2020-12-31
STRATEGY ASSET MANAGERS LLC 1,376 1,428 4% 2020-12-31
Ambassador Advisors, LLC 0 1,427 Sold Out 2020-12-31
BANK HAPOALIM BM 1,345 1,258 7% 2020-12-31
PBMares Wealth Management LLC 1,344 1,294 4% 2020-12-31
Greenhouse Wealth Management, LLC 1,341 0 New Buy 2020-12-31
Clear Creek Financial Management, LLC 1,327 2,690 51% 2020-12-31
DFPG INVESTMENTS, INC. 1,319 1,840 28% 2020-12-31
SIGNATUREFD, LLC 1,318 1,298 2% 2020-12-31
VIVID FINANCIAL MANAGEMENT, INC. 1,317 1,449 9% 2020-12-31
Garde Capital, Inc. 1,297 1,029 26% 2020-12-31
Paragon Wealth Strategies, LLC 1,282 893 44% 2020-12-31
INGALLS & SNYDER LLC 1,272 1,095 16% 2020-12-31
MPS Loria Financial Planners, LLC 1,250 1,250 No Change 2020-12-31
High Note Wealth, LLC 1,248 0 New Buy 2020-12-31
CREDIT SUISSE/ 1,245 1,775 30% 2020-12-31
REGENTATLANTIC CAPITAL LLC 1,234 1,183 4% 2020-12-31
Alpha Cubed Investments, LLC 1,226 1,157 6% 2020-12-31
YorkBridge Wealth Partners, LLC 1,214 1,364 11% 2020-12-31
McGuire Investment Group, LLC 1,214 1,030 18% 2020-12-31
TOWNSQUARE CAPITAL LLC 1,203 0 New Buy 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 1,201 1,617 26% 2020-12-31
Bangor Savings Bank 1,200 973 23% 2020-12-31
FineMark National Bank & Trust 1,192 1,192 No Change 2020-12-31
HOLDERNESS INVESTMENTS CO 1,189 1,027 16% 2020-12-31
Spears Abacus Advisors LLC 1,189 1,189 No Change 2020-12-31
CPCM, LLC 1,187 1,190 0% 2020-12-31
Jackson Hole Capital Partners, LLC 1,165 1,165 No Change 2020-12-31
SMH CAPITAL INC. 1,155 1,155 No Change 2020-12-31
BAKER TILLY FINANCIAL, LLC 1,145 0 New Buy 2020-12-31
TRANSCEND WEALTH COLLECTIVE, LLC 1,139 1,181 4% 2020-12-31
PHYSICIANS FINANCIAL SERVICES, INC. 1,135 1,134 0% 2020-12-31
CHEMUNG CANAL TRUST CO 1,133 1,133 No Change 2020-12-31
MARSHALL FINANCIAL GROUP INC /ADV 1,131 1,131 No Change 2020-12-31
Vantage Financial Partners Ltd., Inc. 1,130 0 New Buy 2020-12-31
Plancorp, LLC 1,129 929 22% 2020-12-31
Belpointe Asset Management LLC 1,127 0 New Buy 2020-12-31
Minot Wealth Management LLC 1,125 1,125 No Change 2020-12-31
People's United Financial, Inc. 1,123 1,123 No Change 2020-12-31
FURE FINANCIAL CORP 1,095 1,117 2% 2020-12-31
CLARET ASSET MANAGEMENT Corp 1,088 1,088 No Change 2020-12-31
Verdence Capital Advisors LLC 1,085 1,084 0% 2020-12-31
Psagot Investment House Ltd. 1,080 0 New Buy 2020-12-31
GARRISON POINT ADVISORS, LLC 1,080 1,087 1% 2020-12-31
David J Yvars Group 1,076 0 New Buy 2020-12-31
Patriot Financial Group Insurance Agency, LLC 1,073 360 198% 2020-12-31
NORTHERN OAK CAPITAL MANAGEMENT INC 1,068 1,068 No Change 2020-12-31
ALBION FINANCIAL GROUP /UT 1,063 1,063 No Change 2020-12-31
DF DENT & CO INC 1,058 1,058 No Change 2020-12-31
Ahrens Investment Partners LLC 1,057 1,057 No Change 2020-12-31
HPM Partners LLC 1,050 1,321 21% 2020-12-31
Robertson Stephens Wealth Management, LLC 1,045 1,495 30% 2020-12-31
Cerro Pacific Wealth Advisors LLC 1,043 0 New Buy 2020-12-31
Peak Financial Management, Inc. 1,034 959 8% 2020-12-31
PDS Planning, Inc 1,034 1,029 0% 2020-12-31
AdvicePeriod, LLC 1,033 1,345 23% 2020-12-31
Pinnacle Wealth Management Advisory Group, LLC 1,030 1,030 No Change 2020-12-31
Mengis Capital Management, Inc. 1,025 975 5% 2020-12-31
Traynor Capital Management, Inc. 1,023 1,132 10% 2020-12-31
Mosaic Family Wealth, LLC 1,015 1,153 12% 2020-12-31
GSA CAPITAL PARTNERS LLP 1,003 0 New Buy 2020-12-31
Front Row Advisors LLC 1,001 1,001 No Change 2020-12-31
ALPINE WOODS CAPITAL INVESTORS, LLC 1,000 3,500 71% 2020-12-31
Gilman Hill Asset Management, LLC 1,000 1,000 No Change 2020-12-31
Security National Bank 1,000 1,650 39% 2020-12-31
Poehling Capital Management, LLC 1,000 1,000 No Change 2020-12-31
InTrack Investment Management Inc 984 0 New Buy 2020-12-31
VisionPoint Advisory Group, LLC 983 1,068 8% 2020-12-31
Laurel Wealth Advisors LLC 970 995 3% 2020-12-31
Blue Fin Capital, Inc. 965 952 1% 2020-12-31
Coconut Grove Bank 955 955 No Change 2020-12-31
COLONY GROUP LLC 952 952 No Change 2020-12-31
BOENNING & SCATTERGOOD, INC. 946 836 13% 2020-12-31
Total Wealth Planning, LLC 944 0 New Buy 2020-12-31
Comprehensive Portfolio Management, LLC 943 884 7% 2020-12-31
SCHNIEDERS CAPITAL MANAGEMENT LLC 937 677 38% 2020-12-31
Winslow, Evans & Crocker, Inc. 927 506 83% 2020-12-31
Bluesphere Advisors, LLC 925 0 New Buy 2020-12-31
Hamilton Wealth, LLC 923 967 5% 2020-12-31
Interchange Capital Partners, LLC 923 0 New Buy 2020-12-31
McCollum Christoferson Group LLC 918 918 No Change 2020-12-31
Mattern Wealth Management LLC 915 915 No Change 2020-12-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 914 914 No Change 2020-12-31
TruWealth Advisors, LLC 911 0 New Buy 2020-12-31
IFS Advisors, LLC 909 0 New Buy 2020-12-31
BRIGHTON JONES LLC 908 914 1% 2020-12-31
STATE BANK & TRUST 900 900 No Change 2020-12-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 900 869 4% 2020-12-31
Colonial River Wealth Management, LLC 899 0 New Buy 2020-12-31
Iron Financial, LLC 897 896 0% 2020-12-31
Stony Point Wealth Management Inc. 896 895 0% 2020-12-31
Renasant Bank 891 0 New Buy 2020-12-31
HOLLENCREST SECURITIES LLC 890 890 No Change 2020-12-31
EATON VANCE MANAGEMENT 890 890 No Change 2020-12-31
Latitude Advisors, LLC 886 0 New Buy 2020-12-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 884 0 New Buy 2020-12-31
Acropolis Investment Management, LLC 883 883 No Change 2020-12-31
Emery Howard Portfolio Management, Inc. 880 879 0% 2020-12-31
Soundwatch Capital LLC 878 878 No Change 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 871 870 0% 2020-12-31
BALLAST ADVISORS LLC 866 866 No Change 2020-12-31
Atlanta Capital Group 0 805 Sold Out 2020-12-31
BANQUE PICTET & CIE SA 863 833 4% 2020-12-31
Capital Bank & Trust Co 862 862 No Change 2020-12-31
Financial Architects, Inc 860 860 No Change 2020-12-31
FDx Advisors, Inc. 852 875 3% 2020-12-31
Octavia Wealth Advisors, LLC 851 0 New Buy 2020-12-31
Pineno Levin & Ford Asset Management, Inc. 850 850 No Change 2020-12-31
TrueWealth Advisors, LLC 849 0 New Buy 2020-12-31
Atlas Private Wealth Advisors 844 826 2% 2020-12-31
NWAM LLC 842 0 New Buy 2020-12-31
Towercrest Capital Management 840 840 No Change 2020-12-31
ProVise Management Group, LLC 835 0 New Buy 2020-12-31
Altavista Wealth Management, Inc. 830 830 No Change 2020-12-31
Amussen Hunsaker & Associates LLC 827 853 3% 2020-12-31
Van Cleef Asset Management,Inc 825 825 No Change 2020-12-31
NORTH STAR ASSET MANAGEMENT INC 823 704 17% 2020-12-31
TWO SIGMA SECURITIES, LLC 818 0 New Buy 2020-12-31
Intersect Capital LLC 818 818 No Change 2020-12-31
Running Point Capital Advisors, LLC 815 0 New Buy 2020-12-31
PRW Wealth Management LLC 813 813 No Change 2020-12-31
Sicart Associates LLC 811 811 No Change 2020-12-31
Trexquant Investment LP 806 0 New Buy 2020-12-31
Worth Venture Partners, LLC 806 1,290 38% 2020-12-31
Bedel Financial Consulting, Inc. 804 974 17% 2020-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 802 802 No Change 2020-12-31
IVC Wealth Advisors LLC 802 0 New Buy 2020-12-31
ZEKE CAPITAL ADVISORS, LLC 800 800 No Change 2020-12-31
Bank of Marin 798 0 New Buy 2020-12-31
NICOLET BANKSHARES INC 794 794 No Change 2020-12-31
VERITY Wealth Advisors 790 790 No Change 2020-12-31
Trust Co of Kansas 788 0 New Buy 2020-12-31
ZACKS INVESTMENT MANAGEMENT 785 784 0% 2020-12-31
Advisory Resource Group 783 752 4% 2020-12-31
Lesa Sroufe & Co 782 782 No Change 2020-12-31
Ellis Investment Partners, LLC 782 830 6% 2020-12-31
ROMAN BUTLER FULLERTON & CO 781 855 9% 2020-12-31
MAIRS & POWER INC 780 0 New Buy 2020-12-31
SNS Financial Group, LLC 773 773 No Change 2020-12-31
MBE Wealth Management, LLC 773 0 New Buy 2020-12-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 767 0 New Buy 2020-12-31
BURROUGHS HUTCHINSON 750 750 No Change 2020-12-31
BALASA DINVERNO & FOLTZ LLC 746 746 No Change 2020-12-31
Legacy Advisors, LLC 738 737 0% 2020-12-31
Founders Financial Alliance, LLC 9 745 99% 2020-12-31
AMG National Trust Bank 734 734 No Change 2020-12-31
Brown Miller Wealth Management, LLC 730 0 New Buy 2020-12-31
SVA Plumb Wealth Management, LLC 727 1,490 51% 2020-12-31
Executive Wealth Management, LLC 726 0 New Buy 2020-12-31
Sandy Spring Bank 0 532 Sold Out 2020-12-31
Financial Engines Advisors L.L.C. 721 0 New Buy 2020-12-31
NICOLET ADVISORY SERVICES, LLC 719 719 No Change 2020-12-31
WADE G W & INC 712 0 New Buy 2020-12-31
RSM US WEALTH MANAGEMENT LLC 711 711 No Change 2020-12-31
Townsend & Associates, Inc 705 703 0% 2020-12-31
J. L. Bainbridge & Co., Inc. 704 0 New Buy 2020-12-31
CHICAGO TRUST Co NA 701 701 No Change 2020-12-31
Modera Wealth Management, LLC 700 730 4% 2020-12-31
Diversified Portfolios, Inc. 700 700 No Change 2020-12-31
Cardan Capital Partners, LLC 696 696 No Change 2020-12-31
Independence Bank of Kentucky 695 248 180% 2020-12-31
Spectrum Planning & Advisory Services Inc. 694 0 New Buy 2020-12-31
Vista Private Wealth Partners. LLC 689 688 0% 2020-12-31
Warren Averett Asset Management, LLC 686 685 0% 2020-12-31
CORBYN INVESTMENT MANAGEMENT INC/MD 672 0 New Buy 2020-12-31
SG Americas Securities, LLC 672 742 9% 2020-12-31
ALTFEST L J & CO INC 670 0 New Buy 2020-12-31
Heritage Trust Co 670 670 No Change 2020-12-31
Baron Financial Group, LLC 668 0 New Buy 2020-12-31
GOFEN & GLOSSBERG LLC /IL/ 665 0 New Buy 2020-12-31
Apella Capital, LLC 664 664 No Change 2020-12-31
MONECO Advisors, LLC 662 736 10% 2020-12-31
HOWLAND CAPITAL MANAGEMENT INC 661 661 No Change 2020-12-31
Lehman & Derafelo Financial Resources LLC 660 660 No Change 2020-12-31
Affinity Capital Advisors, LLC 658 655 0% 2020-12-31
WealthBridge Capital Management, LLC 656 645 2% 2020-12-31
Mayfair Advisory Group, LLC 654 0 New Buy 2020-12-31
Financial Advisory Service, Inc. 651 884 26% 2020-12-31
Fragasso Group Inc. 649 649 No Change 2020-12-31
Private Capital Group, LLC 649 649 No Change 2020-12-31
MONETA GROUP INVESTMENT ADVISORS INC 642 0 New Buy 2020-12-31
GYL FINANCIAL SYNERGIES, LLC 640 690 7% 2020-12-31
HERITAGE INVESTORS MANAGEMENT CORP 637 687 7% 2020-12-31
Frisch Financial Group, Inc. 636 0 New Buy 2020-12-31
CANANDAIGUA NATIONAL CORP 633 643 2% 2020-12-31
HOWARD WEALTH MANAGEMENT, LLC 633 0 New Buy 2020-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 623 0 New Buy 2020-12-31
First National Bank of South Miami 622 655 5% 2020-12-31
Van Leeuwen & Company, LLC 622 910 32% 2020-12-31
SPRENG CAPITAL MANAGEMENT, INC. 622 0 New Buy 2020-12-31
ROPES WEALTH ADVISORS LLC 620 620 No Change 2020-12-31
Gilbert & Cook, Inc. 619 693 11% 2020-12-31
Wealthcare Advisory Partners LLC 618 0 New Buy 2020-12-31
TriaGen Wealth Management LLC 615 0 New Buy 2020-12-31
NOVARE CAPITAL MANAGEMENT LLC 612 0 New Buy 2020-12-31
Cable Hill Partners, LLC 610 0 New Buy 2020-12-31
JT Stratford LLC 609 0 New Buy 2020-12-31
VAN STRUM & TOWNE INC 603 0 New Buy 2020-12-31
Hexagon Capital Partners LLC 602 601 0% 2020-12-31
Stockman Asset Management 601 0 New Buy 2020-12-31
Soltis Investment Advisors LLC 601 0 New Buy 2020-12-31
Callahan, Leighton & Co., LLC 600 650 8% 2020-12-31
Liberty Capital Management, Inc. 600 0 New Buy 2020-12-31
Financial Advisors, LLC 600 0 New Buy 2020-12-31
Garrison Financial Corp 599 0 New Buy 2020-12-31
Tradition Wealth Management, LLC 596 0 New Buy 2020-12-31
Capital Investment Advisors, LLC 594 659 10% 2020-12-31
Surevest Inc. 589 0 New Buy 2020-12-31
FINANCIAL LIFE ADVISORS 583 0 New Buy 2020-12-31
Berger Financial Group, Inc 579 0 New Buy 2020-12-31
Armor Investment Advisors, LLC 575 575 No Change 2020-12-31
MCDONALD PARTNERS LLC 567 0 New Buy 2020-12-31
Sugarloaf Wealth Management, LLC 560 654 14% 2020-12-31
Arkadios Wealth Advisors 556 521 7% 2020-12-31
Archer Investment Corp 551 697 21% 2020-12-31
Manchester Capital Management LLC 550 650 15% 2020-12-31
Feltz Wealth PLAN Inc. 549 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 531 531 No Change 2020-12-31
HARBOR INVESTMENT ADVISORY, LLC 526 11 4,682% 2020-12-31
Capstone Triton Financial Group, LLC 525 0 New Buy 2020-12-31
Ten Capital Wealth Advisors, LLC 522 0 New Buy 2020-12-31
Moser Wealth Advisors, LLC 518 518 No Change 2020-12-31
Accel Wealth Management 506 0 New Buy 2020-12-31
Retirement Group, LLC 488 0 New Buy 2020-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 457 1 45,600% 2020-12-31
LeJeune Puetz Investment Counsel LLC 420 420 No Change 2020-12-31
SYM FINANCIAL CORPORATION 418 803 48% 2020-12-31
Safeguard Investment Advisory Group, LLC 417 0 New Buy 2020-12-31
Altus Wealth Group LLC 404 0 New Buy 2020-12-31
Meridian Wealth Partners, LLC 390 390 No Change 2020-12-31
Meridian Wealth Advisors, LLC 389 894 56% 2020-12-31
SALEM INVESTMENT COUNSELORS INC 376 300 25% 2020-12-31
SVB Wealth Advisory, Inc. 363 363 No Change 2020-12-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 355 355 No Change 2020-12-31
Sageworth Trust Co 350 350 No Change 2020-12-31
Stelac Advisory Services LLC 318 0 New Buy 2020-12-31
Gemmer Asset Management LLC 316 316 No Change 2020-12-31
VESTOR CAPITAL CORP 300 300 No Change 2020-12-31
HOWE & RUSLING INC 290 250 16% 2020-12-31
Capital Investment Advisory Services, LLC 289 1,595 82% 2020-12-31
Crescent Capital Consulting, LLC 30 0 New Buy 2020-12-31
Charter Oak Capital Management, LLC 279 0 New Buy 2020-12-31
McClarren Financial Advisors, Inc. 277 0 New Buy 2020-12-31
FORT PITT CAPITAL GROUP, LLC 274 0 New Buy 2020-12-31
Planned Solutions, Inc. 273 273 No Change 2020-12-31
CBIZ Investment Advisory Services, LLC 268 268 No Change 2020-12-31
SRS Capital Advisors, Inc. 262 47 457% 2020-12-31
Wagner Wealth Management, LLC 258 0 New Buy 2020-12-31
Clearview Wealth Advisors LLC 258 0 New Buy 2020-12-31
Pacific Center for Financial Services 257 257 No Change 2020-12-31
Ironwood Wealth Management, llc 250 250 No Change 2020-12-31
Coastal Capital Group, Inc. 249 249 No Change 2020-12-31
Pinnacle Bank 245 245 No Change 2020-12-31
TCI Wealth Advisors, Inc. 232 232 No Change 2020-12-31
Samalin Investment Counsel, LLC 230 250 8% 2020-12-31
Pacitti Group Inc. 225 225 No Change 2020-12-31
Cascade Investment Advisors, Inc. 220 220 No Change 2020-12-31
RWM Asset Management, LLC 220 0 New Buy 2020-12-31
MOTCO 213 243 12% 2020-12-31
Freedman Financial Associates, Inc. 213 0 New Buy 2020-12-31
Prime Capital Investment Advisors, LLC 210 156 35% 2020-12-31
WOLFF WIESE MAGANA LLC 203 0 New Buy 2020-12-31
PineBridge Investments Ltd 200 200 No Change 2020-12-31
PEOPLES FINANCIAL SERVICES CORP. 198 0 New Buy 2020-12-31
Larson Financial Group LLC 197 197 No Change 2020-12-31
Hanson Investment Management 194 55 253% 2020-12-31
NVWM, LLC 185 0 New Buy 2020-12-31
Hartland & Co., LLC 181 317 43% 2020-12-31
Lindbrook Capital, LLC 181 228 21% 2020-12-31
Carolina Wealth Advisors, LLC 168 192 13% 2020-12-31
Summit Investment Advisors, Inc. 167 167 No Change 2020-12-31
Goodwin Investment Advisory 1 0 New Buy 2020-12-31
Pacifica Partners Inc. 156 156 No Change 2020-12-31
Disciplined Investments, LLC 154 154 No Change 2020-12-31
Johnson Financial Group, Inc. 150 150 No Change 2020-12-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 143 144 1% 2020-12-31
WEBSTER BANK, N. A. 135 160 16% 2020-12-31
Edge Wealth Management LLC 135 135 No Change 2020-12-31
MANCHESTER FINANCIAL INC 133 133 No Change 2020-12-31
BROWN BROTHERS HARRIMAN & CO 127 138 8% 2020-12-31
Cranbrook Wealth Management, LLC 110 110 No Change 2020-12-31
Parkside Financial Bank & Trust 109 109 No Change 2020-12-31
CNB Bank 109 109 No Change 2020-12-31
Tortoise Investment Management, LLC 108 0 New Buy 2020-12-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 107 117 9% 2020-12-31
B, B, H, & B INC. 107 0 New Buy 2020-12-31
JFS WEALTH ADVISORS, LLC 104 262 60% 2020-12-31
Private Ocean, LLC 100 0 New Buy 2020-12-31
HBC Financial Services, PLLC 100 100 No Change 2020-12-31
Oder Investment Management, LLC 94 0 New Buy 2020-12-31
Brand Asset Management Group, Inc. 92 92 No Change 2020-12-31
WASHINGTON TRUST CO 90 90 No Change 2020-12-31
Clean Yield Group 90 0 New Buy 2020-12-31
Addison Advisors LLC 82 0 New Buy 2020-12-31
Concord Wealth Partners 80 0 New Buy 2020-12-31
Hoover Financial Advisors, Inc. 79 33 139% 2020-12-31
Orion Capital Management LLC 76 0 New Buy 2020-12-31
MONTAG A & ASSOCIATES INC 65 0 New Buy 2020-12-31
DIVIDEND GROWTH ADVISORS, LLC 64 0 New Buy 2020-12-31
Global Wealth Management Investment Advisory, Inc. 63 63 No Change 2020-12-31
Sawyer & Company, Inc 58 58 No Change 2020-12-31
Ellevest, Inc. 58 58 No Change 2020-12-31
Pinnacle Wealth Planning Services, Inc. 56 0 New Buy 2020-12-31
Asset Dedication, LLC 55 55 No Change 2020-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 54 54 No Change 2020-12-31
Vectors Research Management, LLC 54 54 No Change 2020-12-31
Princeton Global Asset Management LLC 52 52 No Change 2020-12-31
Heritage Wealth Advisors 51 0 New Buy 2020-12-31
THOMPSON SIEGEL & WALMSLEY LLC 50 144 65% 2020-12-31
Joseph P. Lucia & Associates, LLC 50 0 New Buy 2020-12-31
Inspire Advisors, LLC 48 0 New Buy 2020-12-31
Gradient Investments LLC 44 44 No Change 2020-12-31
Roble, Belko & Company, Inc 42 42 No Change 2020-12-31
ATWOOD & PALMER INC 40 40 No Change 2020-12-31
Blume Capital Management, Inc. 40 40 No Change 2020-12-31
Sonora Investment Management, LLC 36 36 No Change 2020-12-31
WFA of San Diego, LLC 30 0 New Buy 2020-12-31
Cordasco Financial Network 25 25 No Change 2020-12-31
Sound Income Strategies, LLC 25 25 No Change 2020-12-31
McIlrath & Eck, LLC 25 259 90% 2020-12-31
HHM Wealth Advisors, LLC 24 333 93% 2020-12-31
Prestige Wealth Management Group LLC 23 23 No Change 2020-12-31
McCarthy Asset Management, Inc. 23 0 New Buy 2020-12-31
Merrion Investment Management Co, LLC 23 0 New Buy 2020-12-31
BDO Wealth Advisors, LLC 20 20 No Change 2020-12-31
Investors Research Corp 20 20 No Change 2020-12-31
Evolution Wealth Advisors, LLC 20 1,712 99% 2020-12-31
Professional Financial Advisors, LLC 20 20 No Change 2020-12-31
Fortis Advisors, LLC 19 19 No Change 2020-12-31
DUNCKER STREETT & CO INC 17 17 No Change 2020-12-31
Baystate Wealth Management LLC 17 99 83% 2020-12-31
JAMES INVESTMENT RESEARCH INC 15 0 New Buy 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 15 262 94% 2020-12-31
Enterprise Trust & Investment Co 15 15 No Change 2020-12-31
Global Trust Asset Management, LLC 12 12 No Change 2020-12-31
Providence Capital Advisors, LLC 12 0 New Buy 2020-12-31
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 11 11 No Change 2020-12-31
AdvisorNet Financial, Inc 11 11 No Change 2020-12-31
Phoenix Wealth Advisors 11 0 New Buy 2020-12-31
Riverview Trust Co 8 8 No Change 2020-12-31
Efficient Wealth Management LLC 5 5 No Change 2020-12-31
ISLAY CAPITAL MANAGEMENT, LLC 5 5 No Change 2020-12-31
First Personal Financial Services 3 0 New Buy 2020-12-31
CENTRAL BANK & TRUST CO 0 350 Sold Out 2020-12-31
Vigilant Capital Management, LLC 0 168 Sold Out 2020-12-31
TOMPKINS FINANCIAL CORP 0 43 Sold Out 2020-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 0 22 Sold Out 2020-12-31
PICTET ASSET MANAGEMENT LTD 0 5,355 Sold Out 2020-12-31
NOMURA ASSET MANAGEMENT CO LTD 0 1,300 Sold Out 2020-12-31
HSBC HOLDINGS PLC 0 2,861 Sold Out 2020-12-31
SUNRISE PARTNERS LLC /CT 0 12,197 Sold Out 2020-12-31
Forest Hill Capital, LLC 0 1,200 Sold Out 2020-12-31
HighTower Advisors, LLC 0 282,098 Sold Out 2020-12-31
Clear Harbor Asset Management, LLC 0 90 Sold Out 2020-12-31
MATHER GROUP, INC. 0 713 Sold Out 2020-12-31
CFG Asset Management LLC 0 89 Sold Out 2020-12-31
Advisors Preferred, LLC 0 47 Sold Out 2020-12-31
FORTE CAPITAL LLC /ADV 0 692 Sold Out 2020-12-31
Capital Analysts, Inc. 0 743 Sold Out 2020-12-31
Belvedere Trading LLC 0 20,570 Sold Out 2020-12-31
Koshinski Asset Management, Inc. 0 836 Sold Out 2020-12-31
Carnick & Kubik Group, LLC 0 7,084 Sold Out 2020-12-31
Summit X, LLC 0 410 Sold Out 2020-12-31
Ascension Asset Management LLC 0 11,204 Sold Out 2020-12-31
MEITAV DASH INVESTMENTS LTD 0 7,628 Sold Out 2020-12-31
Smart Money Group LLC 0 9,800 Sold Out 2020-12-31
F3Logic, LLC 0 8 Sold Out 2020-12-31
Nachman Norwood & Parrott, Inc 0 480 Sold Out 2020-12-31
Campbell Wealth Management 0 708 Sold Out 2020-12-31
Biltmore Capital Advisors LLC 0 52 Sold Out 2020-12-31
Patriot Investment Management Inc. 0 5,733 Sold Out 2020-12-31
Zions Bancorporation, N.A. 0 60 Sold Out 2020-12-31
Spectrum Wealth Advisory Group, LLC 0 896 Sold Out 2020-12-31
Strategic Wealth Designers 0 1,520 Sold Out 2020-12-31
Filbrandt Wealth Management, LLC 0 277 Sold Out 2020-12-31
ROYAL BANK OF CANADA 626,288 552,584 13% 2020-09-30
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 197,509 180,906 9% 2020-09-30
Miller Investment Management, LP 58,752 58,076 1% 2020-09-30
Stearns Financial Services Group 45,684 50,459 9% 2020-09-30
Private Advisor Group, LLC 45,189 43,972 3% 2020-09-30
McMahon Financial Advisors, LLC 35,752 34,215 4% 2020-09-30
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 28,180 27,125 4% 2020-09-30
Cornerstone Advisory, LLP 7,294 7,199 1% 2020-09-30
THRIVENT FINANCIAL FOR LUTHERANS 1,895 17,149 89% 2020-09-30
First Allied Advisory Services, Inc. 20,679 23,765 13% 2020-09-30
CVA Family Office, LLC 19,290 19,304 0% 2020-09-30
EVERGREEN CAPITAL MANAGEMENT LLC 18,509 18,481 0% 2020-09-30
NEVILLE RODIE & SHAW INC 12,674 12,607 1% 2020-09-30
MACQUARIE GROUP LTD 12,342 12,342 No Change 2020-09-30
Zurich Insurance Group Ltd/FI 9,843 9,843 No Change 2020-09-30
Cascadia Advisory Services, LLC 9,747 10,424 6% 2020-09-30
Greytown Advisors Inc. 9,310 9,193 1% 2020-09-30
Parsec Financial Management, Inc. 7,661 7,997 4% 2020-09-30
Houlihan Financial Resource Group, Ltd. 6,001 0 New Buy 2020-09-30
Voya Financial Advisors, Inc. 5,803 12,487 54% 2020-09-30
Pathway Financial Advisors LLC 5,800 5,800 No Change 2020-09-30
WMS Partners, LLC 4,976 4,976 No Change 2020-09-30
ARGI Investment Services, LLC 4,945 5,102 3% 2020-09-30
FIRST HORIZON NATIONAL CORP 4,596 0 New Buy 2020-09-30
Private Portfolio Partners LLC 4,119 4,019 2% 2020-09-30
BRONFMAN E.L. ROTHSCHILD, L.P. 3,361 4,494 25% 2020-09-30
PACIFIC SUN FINANCIAL CORP 3,181 3,126 2% 2020-09-30
NORTHSTAR WEALTH PARTNERS LLC 2,905 2,500 16% 2020-09-30
Partnervest Advisory Services LLC 2,608 4,163 37% 2020-09-30
Laurel Wealth Advisors, Inc. 2,534 0 New Buy 2020-09-30
FCG ADVISORS, LLC 2,404 1,914 26% 2020-09-30
SCBT FINANCIAL CORP 260 2,322 89% 2020-09-30
HM PAYSON & CO 0 2,038 Sold Out 2020-09-30
Gladstone Institutional Advisory LLC 2,030 2,185 7% 2020-09-30
Head & Associates, LLC 1,991 2,041 2% 2020-09-30
ETRADE Capital Management LLC 252 345 27% 2020-09-30
Capital Asset Advisory Services LLC 1,643 1,612 2% 2020-09-30
Bell Rock Capital LLC 1,356 1,159 17% 2020-09-30
FinTrust Capital Advisors, LLC 1,162 0 New Buy 2020-09-30
Hochman Cole Investment Advisors, Inc. 1,075 1,258 15% 2020-09-30
Homrich & Berg 1,068 0 New Buy 2020-09-30
WESBANCO BANK INC 996 1,047 5% 2020-09-30
Jackson, Grant Investment Advisers, Inc. 940 938 0% 2020-09-30
Wealth Alliance 903 920 2% 2020-09-30
LifePlan Financial Group, Inc 827 53 1,460% 2020-09-30
Capital Square, LLC 775 0 New Buy 2020-09-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 660 0 New Buy 2020-09-30
SHINE INVESTMENT ADVISORY SERVICES INC 543 541 0% 2020-09-30
WEST BANCORPORATION INC 536 536 No Change 2020-09-30
Rosenberg Matthew Hamilton 500 500 No Change 2020-09-30
JEPPSON WEALTH MANAGEMENT, LLC 473 0 New Buy 2020-09-30
FIRST MANHATTAN CO 423 459 8% 2020-09-30
TRUST CO OF VERMONT 326 331 2% 2020-09-30
BNC WEALTH MANAGEMENT, LLC 290 0 New Buy 2020-09-30
Rockbridge Investment Management, LCC 255 255 No Change 2020-09-30
PACES FERRY WEALTH ADVISORS, LLC 14 0 New Buy 2020-09-30
Allianz Asset Management AG 0 5,252 Sold Out 2020-09-30
Stonebridge Capital Advisors LLC 0 80 Sold Out 2020-09-30
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