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STOCK TICKER:
VANGUARD MID-CAP VAL   (ticker: VOE)
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
TIAA, FSB 62 62 No Change 2021-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 863,681 1,027,843 16% 2021-06-30
Symmetry Partner, LLC 136,439 136,723 0% 2021-06-30
Praetorian Wealth Management, Inc. 133,501 123,337 8% 2021-06-30
WoodTrust Financial Corp 115,432 116,394 1% 2021-06-30
WNY Asset Management, LLC 100,960 80,442 26% 2021-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 47,552 46,603 2% 2021-06-30
Prosperity Planning, Inc. 46,679 44,008 6% 2021-06-30
UMB BANK N A/MO 44,519 44,302 0% 2021-06-30
Pure Financial Advisors, Inc. 35,724 36,781 3% 2021-06-30
Stratos Wealth Advisors, LLC 33,812 31,084 9% 2021-06-30
SOL Capital Management CO 32,455 32,380 0% 2021-06-30
Zeit Capital LLC 31,281 31,012 1% 2021-06-30
Strategic Investment Advisors / MI 28,708 29,531 3% 2021-06-30
White Lighthouse Investment Management Inc. 19,449 18,876 3% 2021-06-30
Well Done, LLC 19,379 19,382 0% 2021-06-30
SOA Wealth Advisors, LLC. 19,049 17,988 6% 2021-06-30
SkyOak Wealt, LLC 17,191 14,684 17% 2021-06-30
Alpha Omega Wealth Management LLC 16,069 14,856 8% 2021-06-30
Relaxing Retirement Coach 13,610 13,657 0% 2021-06-30
Wells Trecaso Financial Group, LLC 10,945 10,945 No Change 2021-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 10,222 12,012 15% 2021-06-30
Northern Capital Management, Inc. 10,206 9,131 12% 2021-06-30
Massey, Quick & Co., LLC 9,995 5,999 67% 2021-06-30
WHITTIER TRUST CO 9,364 10,146 8% 2021-06-30
Richard P Slaughter Associates Inc 8,598 7,599 13% 2021-06-30
First National Bank of Mount Dora, Trust Investment Services 7,974 7,974 No Change 2021-06-30
Windsor Group LTD 7,456 7,670 3% 2021-06-30
TPG Financial Advisors, LLC 7,202 5,599 29% 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 7,075 0 New Buy 2021-06-30
WRAPMANAGER INC 6,557 6,742 3% 2021-06-30
AdvisorNet Financial, Inc 6,104 6,173 1% 2021-06-30
WALLER FINANCIAL PLANNING GROUP, INC 5,870 5,795 1% 2021-06-30
We Are One Seven, LLC 4,616 3,136 47% 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 3,919 4,582 14% 2021-06-30
WP Advisors, LLC 3,898 3,879 0% 2021-06-30
TRUST CO OF VERMONT 3,572 2,289 56% 2021-06-30
S.A. Mason LLC 3,475 3,440 1% 2021-06-30
Stratos Wealth Partners, LTD. 3,298 3,301 0% 2021-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 3,132 3,086 1% 2021-06-30
Geneos Wealth Management Inc. 0 10,962 Sold Out 2021-06-30
Capital Financial Planning, LLC 2,958 1,937 53% 2021-06-30
USCA RIA LLC 2,627 2,585 2% 2021-06-30
Zhang Financial LLC 2,600 2,592 0% 2021-06-30
SJA Financial Advisory, LLC 1,459 0 New Buy 2021-06-30
YorkBridge Wealth Partners, LLC 1,436 1,537 7% 2021-06-30
TSFG, LLC 1,420 1,244 14% 2021-06-30
Wells Financial Advisors INC 1,339 2,935 54% 2021-06-30
Sierra Capital LLC 1,008 0 New Buy 2021-06-30
North Star Investment Management Corp. 1,005 1,003 0% 2021-06-30
M&R CAPITAL MANAGEMENT INC 615 615 No Change 2021-06-30
TECTONIC ADVISORS LLC 405 0 New Buy 2021-06-30
West Financial Advisors, LLC 218 218 No Change 2021-06-30
Sage Mountain Advisors LLC 176 175 1% 2021-06-30
SYM FINANCIAL CORPORATION 111 0 New Buy 2021-06-30
Pflug Koory, LLC 62 0 New Buy 2021-06-30
Sound Income Strategies, LLC 60 58 3% 2021-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 35 35 No Change 2021-06-30
Pacifica Partners Inc. 3 3 No Change 2021-06-30
Valeo Financial Advisors, LLC 0 643 Sold Out 2021-06-30
Total Clarity Wealth Management, Inc. 0 18 Sold Out 2021-06-30
Betterment LLC 9,742,393 9,275,014 5% 2021-03-31
MORGAN STANLEY 4,029,102 0 New Buy 2021-03-31
Amerivest Investment Management LLC 2,521,634 2,521,634 No Change 2021-03-31
UBS Group AG 1,810,142 1,436,506 26% 2021-03-31
JONES FINANCIAL COMPANIES LLLP 395,358 2,229,949 82% 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,733,058 1,577,805 10% 2021-03-31
WELLS FARGO & CO/MN 1,593,804 1,537,486 4% 2021-03-31
FMR LLC 216 18 1,100% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 1,194,327 1,193,866 0% 2021-03-31
AMERIPRISE FINANCIAL INC 984,103 815,233 21% 2021-03-31
EXCHANGE TRADED CONCEPTS, LLC 763,203 671,267 14% 2021-03-31
Warren Averett Asset Management, LLC 693,519 682,003 2% 2021-03-31
STIFEL FINANCIAL CORP 13 50 74% 2021-03-31
LPL Financial CORP 649,488 589,521 10% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 642,144 0 New Buy 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 627,964 773,410 19% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 528,207 500,047 6% 2021-03-31
Equitable Holdings, Inc. 465,213 415,288 12% 2021-03-31
ROYAL BANK OF CANADA 463,408 0 New Buy 2021-03-31
Creative Planning 203,647 218,158 7% 2021-03-31
Bogart Wealth, LLC 328,749 111,208 196% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 317,924 326,517 3% 2021-03-31
Raymond James Financial Services Advisors, Inc. 302,600 254,043 19% 2021-03-31
LINCOLN NATIONAL CORP 298,852 294,063 2% 2021-03-31
Morningstar Investment Services, Inc. 294,738 146,168 102% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 285,047 279,579 2% 2021-03-31
Rodgers & Associates, LTD 268,760 269,600 0% 2021-03-31
MML INVESTORS SERVICES, LLC 247,952 244,884 1% 2021-03-31
Krilogy Financial LLC 239,748 237,905 1% 2021-03-31
Private Advisor Group, LLC 186,805 0 New Buy 2021-03-31
Integrys Wealth Advisors LLC 234,400 233,702 0% 2021-03-31
Facet Wealth, Inc. 229,272 0 New Buy 2021-03-31
US BANCORP DE 220,140 186,029 18% 2021-03-31
CONDOR CAPITAL MANAGEMENT 208,638 210,028 1% 2021-03-31
ERTS Wealth Advisors, LLC 205,663 196,431 5% 2021-03-31
PRUDENTIAL FINANCIAL INC 184,990 4,955 3,633% 2021-03-31
BHK Investment Advisors, LLC 157,183 157,179 0% 2021-03-31
Foundations Investment Advisors, LLC 139,549 28,383 392% 2021-03-31
FORTE CAPITAL LLC /ADV 134,388 135,039 0% 2021-03-31
Bragg Financial Advisors, Inc 133,020 132,334 1% 2021-03-31
Spearhead Capital Advisors, LLC 131,932 130,947 1% 2021-03-31
Capital Advantage, Inc. 126,752 125,125 1% 2021-03-31
Evensky & Katz, Inc. 124,615 127,345 2% 2021-03-31
KWMG, LLC 124,372 124,281 0% 2021-03-31
Private Capital Group, LLC 122,309 178,508 31% 2021-03-31
Kestra Advisory Services, LLC 121,237 198,937 39% 2021-03-31
AdvicePeriod, LLC 118,246 123,935 5% 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 118,001 104,576 13% 2021-03-31
COLONY GROUP LLC 117,576 115,584 2% 2021-03-31
RAYMOND JAMES & ASSOCIATES 116,276 132,574 12% 2021-03-31
SAGE FINANCIAL GROUP INC 107,562 114,104 6% 2021-03-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 105,443 107,429 2% 2021-03-31
CARY STREET PARTNERS ASSET MANAGEMENT LLC 100,831 77,057 31% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 100,163 88,374 13% 2021-03-31
Ledyard National Bank 99,354 72,774 37% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 5,371 0 New Buy 2021-03-31
BLAIR WILLIAM & CO/IL 92,606 82,014 13% 2021-03-31
Total Wealth Planning, LLC 88,828 85,365 4% 2021-03-31
DERBY & COMPANY, INC 86,736 84,634 2% 2021-03-31
J P MORGAN CHASE & CO 86,482 150,440 43% 2021-03-31
Falcon Wealth Planning 84,649 80,448 5% 2021-03-31
SNS Financial Group, LLC 80,029 80,826 1% 2021-03-31
Asset Management Group, Inc. 75,792 76,407 1% 2021-03-31
Titan Capital Management, LLC /CA 74,785 0 New Buy 2021-03-31
Ellevest, Inc. 74,578 68,226 9% 2021-03-31
Mariner Wealth Advisors, LLC 73,744 65,922 12% 2021-03-31
Baird Financial Group, Inc. 1,048 1,048 No Change 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 70,296 69,214 2% 2021-03-31
Cranbrook Wealth Management, LLC 69,849 71,341 2% 2021-03-31
Southern Wealth Management, LLP 69,326 57,704 20% 2021-03-31
Edmonds Duncan Registered Investment Advisors, LLC 68,723 69,231 1% 2021-03-31
ALESCO ADVISORS LLC 67,651 69,493 3% 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 67,549 61,186 10% 2021-03-31
CX Institutional 66,514 49,971 33% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 63,643 63,506 0% 2021-03-31
Hanson McClain, Inc. 62,960 1,591 3,857% 2021-03-31
Lutz Financial Services LLC 61,919 63,113 2% 2021-03-31
Miracle Mile Advisors, LLC 60,139 63,249 5% 2021-03-31
Chicago Partners Investment Group LLC 58,543 56,274 4% 2021-03-31
FIFTH THIRD BANCORP 57,674 56,691 2% 2021-03-31
Dougherty Wealth Advisers LLC 55,846 55,918 0% 2021-03-31
Burns Wealth Management, Inc. 55,831 59,110 6% 2021-03-31
Annapolis Financial Services, LLC 54,678 54,575 0% 2021-03-31
AE Wealth Management LLC 53,744 51,041 5% 2021-03-31
Yale Capital CORP 53,019 52,893 0% 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 51,909 40,232 29% 2021-03-31
Fullen Financial Group 51,303 50,853 1% 2021-03-31
Q3 Asset Management 50,838 46,718 9% 2021-03-31
Brickley Wealth Management 50,639 51,162 1% 2021-03-31
Cetera Investment Advisers 49,653 42,513 17% 2021-03-31
Biltmore Capital Advisors LLC 49,186 45,417 8% 2021-03-31
NORTHERN TRUST CORP 48,553 49,121 1% 2021-03-31
OLD NATIONAL BANCORP /IN/ 46,998 34,341 37% 2021-03-31
DAVENPORT & CO LLC 46,643 48,476 4% 2021-03-31
Goepper Burkhardt LLC 46,253 40,869 13% 2021-03-31
ProVise Management Group, LLC 45,506 45,373 0% 2021-03-31
Susquehanna International Group, LLP 45,505 45,600 0% 2021-03-31
FIRST AMERICAN TRUST CO 44,921 56,983 21% 2021-03-31
Wolff Financial Management LLC 43,964 44,686 2% 2021-03-31
Financial Planning & Information Services, Inc. 26,536 46,300 43% 2021-03-31
FINANCIAL ADVISORY CORP /UT/ /ADV 42,854 67,958 37% 2021-03-31
DAVIDSON D A & CO 42,668 28,394 50% 2021-03-31
Janney Montgomery Scott LLC 41,937 35,661 18% 2021-03-31
Bank of New York Mellon CORP 41,920 44,511 6% 2021-03-31
Capital Advisors Wealth Management, LLC 41,596 0 New Buy 2021-03-31
Opes Wealth Management LLC 41,335 32,194 28% 2021-03-31
McAdam, LLC 41,143 22,189 85% 2021-03-31
Goss Wealth Management LLC 40,982 36,683 12% 2021-03-31
HYA Advisors, Inc 39,920 36,099 11% 2021-03-31
HRT FINANCIAL LLC 38,977 0 New Buy 2021-03-31
JMG Financial Group, Ltd. 38,860 33,178 17% 2021-03-31
COMMERCE BANK N A/MO 38,309 37,764 1% 2021-03-31
Compass Advisory Group LLC 38,125 0 New Buy 2021-03-31
Mosaic Family Wealth, LLC 38,098 40,040 5% 2021-03-31
JNBA Financial Advisors 37,399 37,406 0% 2021-03-31
Octavia Wealth Advisors, LLC 36,670 16,745 119% 2021-03-31
Manchester Capital Management LLC 35,988 32,907 9% 2021-03-31
FIRST UNITED BANK TRUST/ 35,984 27,841 29% 2021-03-31
PITTENGER & ANDERSON INC 35,420 35,420 No Change 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 34,906 33,517 4% 2021-03-31
Tacita Capital Inc 34,040 34,725 2% 2021-03-31
Compton Wealth Advisory Group, LLC 32,580 0 New Buy 2021-03-31
Oxinas Partners Wealth Management LLC 31,998 0 New Buy 2021-03-31
Checchi Capital Advisers, LLC 31,280 9,067 245% 2021-03-31
Redhawk Wealth Advisors, Inc. 30,774 38,785 21% 2021-03-31
NovaPoint Capital, LLC 30,222 26,954 12% 2021-03-31
Simmons Bank 30,199 29,571 2% 2021-03-31
ATRIA INVESTMENTS LLC 28,940 25,926 12% 2021-03-31
Stokes Family Office, LLC 28,435 30,895 8% 2021-03-31
Sigma Planning Corp 27,750 26,136 6% 2021-03-31
Ifrah Financial Services, Inc. 27,508 28,797 4% 2021-03-31
EP Wealth Advisors, Inc. 27,109 3,668 639% 2021-03-31
GIRARD PARTNERS LTD. 26,633 27,669 4% 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 26,611 27,006 1% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 26,589 3,836 593% 2021-03-31
STEPHENS INC /AR/ 26,108 16,647 57% 2021-03-31
Bangor Savings Bank 26,009 15,647 66% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 26,002 24,065 8% 2021-03-31
HighTower Advisors, LLC 25,593 0 New Buy 2021-03-31
Iron Horse Wealth Management, LLC 25,517 24,192 5% 2021-03-31
Johanson Financial Advisors, Inc. 25,481 24,882 2% 2021-03-31
UNIONBANCAL CORP 25,354 26,335 4% 2021-03-31
Paradigm Financial Advisors, LLC 24,580 8,220 199% 2021-03-31
Burleson & Company, LLC 24,483 32,508 25% 2021-03-31
FormulaFolio Investments, LLC 24,480 223,253 89% 2021-03-31
Nachman Norwood & Parrott, Inc 23,827 23,941 0% 2021-03-31
CAPITAL WEALTH MANAGEMENT, LLC 23,742 17,340 37% 2021-03-31
Financial Advocates Investment Management 23,666 20,388 16% 2021-03-31
CITIGROUP INC 23,587 22,275 6% 2021-03-31
Krasney Financial LLC 23,415 26,474 12% 2021-03-31
Financial Network 23,334 20,359 15% 2021-03-31
FINANCIAL COUNSELORS INC 23,135 23,675 2% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 22,855 22,880 0% 2021-03-31
Homrich & Berg 22,300 0 New Buy 2021-03-31
Petix & Botte Co 22,204 10,224 117% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 21,728 14,291 52% 2021-03-31
Regal Investment Advisors, LLC 20,629 32,223 36% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 20,570 19,086 8% 2021-03-31
Day & Ennis, LLC 19,655 19,797 1% 2021-03-31
Asset Planning Services, Ltd. 19,049 19,534 2% 2021-03-31
Ten Capital Wealth Advisors, LLC 18,319 18,123 1% 2021-03-31
COMERICA SECURITIES,INC. 17,922 17,016 5% 2021-03-31
Valmark Advisers, Inc. 17,801 13,547 31% 2021-03-31
Millburn Ridgefield Corp 17,317 28,607 39% 2021-03-31
Voya Financial Advisors, Inc. 17,063 17,584 3% 2021-03-31
BRIGHTON JONES LLC 16,977 16,946 0% 2021-03-31
Provident Wealth Management, LLC 16,813 17,483 4% 2021-03-31
Robeco Investment Management, Inc. 16,611 11,611 43% 2021-03-31
HALLMARK CAPITAL MANAGEMENT INC 16,548 14,741 12% 2021-03-31
Maltin Wealth Management, Inc. 16,459 15,762 4% 2021-03-31
Black Diamond Financial, LLC 16,362 16,811 3% 2021-03-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 16,230 17,598 8% 2021-03-31
Atlas Brown,Inc. 16,114 16,091 0% 2021-03-31
Sterling Financial Planning, Inc. 16,069 14,886 8% 2021-03-31
Chicago Wealth Management, Inc. 15,563 0 New Buy 2021-03-31
Money Design Co.,Ltd. 15,546 0 New Buy 2021-03-31
OLD MISSION CAPITAL LLC 15,511 0 New Buy 2021-03-31
NEXT Financial Group, Inc 205 281 27% 2021-03-31
BANK OF HAWAII 15,286 17,265 11% 2021-03-31
ECLECTIC ASSOCIATES INC /ADV 15,199 15,495 2% 2021-03-31
Sontag Advisory, LLC 14,955 4,670 220% 2021-03-31
Aurum Wealth Management Group, LLC 14,570 0 New Buy 2021-03-31
Tempus Wealth Planning, LLC 14,477 0 New Buy 2021-03-31
180 WEALTH ADVISORS, LLC 14,454 14,218 2% 2021-03-31
CENTAURUS FINANCIAL, INC. 14,315 16,869 15% 2021-03-31
National Asset Management, Inc. 13,962 11,765 19% 2021-03-31
Belpointe Asset Management LLC 13,962 1,124 1,142% 2021-03-31
Wellspring Financial Advisors, LLC 13,793 52,960 74% 2021-03-31
NewEdge Wealth, LLC 13,769 0 New Buy 2021-03-31
Hexagon Capital Partners LLC 13,645 13,950 2% 2021-03-31
PLANNING DIRECTIONS INC 13,600 13,621 0% 2021-03-31
Center For Asset Management LLC 13,220 12,835 3% 2021-03-31
Everhart Financial Group, Inc. 12,903 12,909 0% 2021-03-31
GeoWealth Management, LLC 12,743 20,682 38% 2021-03-31
ASSOCIATED BANC-CORP 12,700 10,950 16% 2021-03-31
Sepio Capital, LLC 12,619 12,619 No Change 2021-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 12,583 2,200 472% 2021-03-31
Argent Trust Co 12,455 12,476 0% 2021-03-31
Lumature Wealth Partners, LLC 12,253 8,070 52% 2021-03-31
STALEY CAPITAL ADVISERS INC 12,159 12,159 No Change 2021-03-31
BDO Wealth Advisors, LLC 12,060 13,714 12% 2021-03-31
Novak Financial Planning, LLC 12,031 12,193 1% 2021-03-31
Pathway Financial Advisors LLC 11,821 0 New Buy 2021-03-31
AMG National Trust Bank 11,654 2,486 369% 2021-03-31
Emerald Investment Partners, LLC 11,358 11,309 0% 2021-03-31
AIMZ Investment Advisors, LLC 11,221 11,042 2% 2021-03-31
IHT Wealth Management, LLC 11,207 11,483 2% 2021-03-31
TAP Consulting, LLC 11,207 6,472 73% 2021-03-31
Wealth Alliance 11,157 0 New Buy 2021-03-31
Strategic Financial Group, LLC 11,151 11,223 1% 2021-03-31
AMERITAS INVESTMENT CORP 11,137 10,073 11% 2021-03-31
Multi-Financial Securities Corp 11,098 11,178 1% 2021-03-31
GRIMES & COMPANY, INC. 10,871 10,707 2% 2021-03-31
Harborview Advisors, LLC 10,838 10,742 1% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 10,824 11,226 4% 2021-03-31
Clear Harbor Asset Management, LLC 10,820 9,257 17% 2021-03-31
Legacy Financial Group LLC 10,818 13,828 22% 2021-03-31
LPWM LLC 10,794 10,616 2% 2021-03-31
Ballentine, Finn & Company, Inc. 10,716 10,716 No Change 2021-03-31
Coconut Grove Bank 10,630 10,361 3% 2021-03-31
Ironsides Asset Advisors, LLC 10,611 0 New Buy 2021-03-31
Legacy Wealth Planning, LLC 10,535 9,934 6% 2021-03-31
Insight Advisors, LLC/ PA 10,449 10,908 4% 2021-03-31
EATON VANCE MANAGEMENT 10,204 0 New Buy 2021-03-31
Capital Square, LLC 10,145 0 New Buy 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 10,075 0 New Buy 2021-03-31
Buckingham Asset Management, LLC 10,010 5,632 78% 2021-03-31
Nadler Financial Group, Inc. 9,988 7,783 28% 2021-03-31
Northeast Financial Consultants Inc 9,957 9,992 0% 2021-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 9,852 4,736 108% 2021-03-31
Arete Wealth Advisors, LLC 9,681 4,058 139% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 9,648 10,130 5% 2021-03-31
Baldwin Investment Management, LLC 9,293 6,865 35% 2021-03-31
MidWestOne Financial Group, Inc. 9,247 8,806 5% 2021-03-31
HOWLAND CAPITAL MANAGEMENT INC 9,020 9,020 No Change 2021-03-31
Sawtooth Asset Management, Inc. 8,857 48,927 82% 2021-03-31
Glenview Trust Co 8,857 8,857 No Change 2021-03-31
Cornerstone Wealth Management, LLC 8,809 8,142 8% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 8,795 13,694 36% 2021-03-31
Bishop & Co Investment Management, LLC 8,771 8,577 2% 2021-03-31
CULBERTSON A N & CO INC 8,739 9,504 8% 2021-03-31
East Coast Asset Management, LLC. 8,475 8,806 4% 2021-03-31
Bridgeworth, LLC 8,289 8,269 0% 2021-03-31
Pinnacle Advisory Group, Inc. 8,192 0 New Buy 2021-03-31
Foster Victor Wealth Advisors, LLC 8,138 8,695 6% 2021-03-31
Dynamic Advisors Solutions LLC 8,020 6,986 15% 2021-03-31
MONECO Advisors, LLC 8,005 7,831 2% 2021-03-31
Rockefeller Capital Management L.P. 7,936 7,785 2% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 7,876 8,231 4% 2021-03-31
Fieldpoint Private Securities, LLC 7,827 6,442 21% 2021-03-31
Acropolis Investment Management, LLC 7,740 7,717 0% 2021-03-31
Truepoint, Inc. 7,668 7,584 1% 2021-03-31
ROOF EIDAM & MAYCOCK/ADV 7,630 7,520 1% 2021-03-31
Financial Engines Advisors L.L.C. 7,566 7,701 2% 2021-03-31
Capital Advisors, Ltd. LLC 7,552 7,204 5% 2021-03-31
Windham Capital Management, LLC 7,500 7,500 No Change 2021-03-31
MARINO, STRAM & ASSOCIATES LLC 7,177 4,248 69% 2021-03-31
Phocas Financial CORP 7,100 7,100 No Change 2021-03-31
HBW Advisory Services LLC 7,082 6,392 11% 2021-03-31
American Institute for Advanced Investment Management, LLP 7,038 7,048 0% 2021-03-31
Veritable, L.P. 6,962 6,962 No Change 2021-03-31
Advisory Alpha, LLC 6,960 0 New Buy 2021-03-31
IVC Wealth Advisors LLC 6,771 3,596 88% 2021-03-31
Northwest Bancshares, Inc. 6,750 6,733 0% 2021-03-31
Financial Architects, Inc 6,708 6,708 No Change 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 6,680 0 New Buy 2021-03-31
Rockbridge Investment Management, LCC 6,611 6,239 6% 2021-03-31
Advisory Services Network, LLC 6,436 6,867 6% 2021-03-31
COURIER CAPITAL CORP 6,435 5,601 15% 2021-03-31
Pensionmark Financial Group, LLC 6,428 0 New Buy 2021-03-31
BROWN ADVISORY HOLDINGS INC 6,414 3,015 113% 2021-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 6,390 6,753 5% 2021-03-31
Wealthcare Advisory Partners LLC 6,259 6,381 2% 2021-03-31
Hochman Cole Investment Advisors, Inc. 6,256 0 New Buy 2021-03-31
Kovack Advisors, Inc. 6,251 6,168 1% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 6,173 0 New Buy 2021-03-31
Accel Wealth Management 6,006 2,361 154% 2021-03-31
FINANCIAL LIFE ADVISORS 5,986 6,098 2% 2021-03-31
REGENTATLANTIC CAPITAL LLC 5,985 0 New Buy 2021-03-31
Personal Capital Advisors Corp 5,951 6,288 5% 2021-03-31
CAMG Solamere Management, LLC 5,758 8,245 30% 2021-03-31
9258 Wealth Management, LLC 5,735 5,171 11% 2021-03-31
Empirical Financial Services, LLC 5,728 3,140 82% 2021-03-31
Patriot Investment Management Inc. 5,721 0 New Buy 2021-03-31
Guidance Point Advisors, LLC 5,680 5,657 0% 2021-03-31
Brown Advisory Securities, LLC 5,651 0 New Buy 2021-03-31
Cedar Brook Financial Partners, LLC 5,648 5,473 3% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 5,589 5,526 1% 2021-03-31
Carmichael Hill & Associates, Inc. 5,552 5,648 2% 2021-03-31
Perigon Wealth Management, LLC 5,512 4,936 12% 2021-03-31
Meridian Wealth Management, LLC 5,500 5,385 2% 2021-03-31
Mutual Advisors, LLC 5,442 8,125 33% 2021-03-31
Heartwood Wealth Advisors LLC 5,417 5,417 No Change 2021-03-31
Rex Capital Advisors, LLC 5,373 5,373 No Change 2021-03-31
Horizon Investment Services, LLC 5,345 3,868 38% 2021-03-31
CREDIT SUISSE/ 5,320 27,160 80% 2021-03-31
Main Street Financial Solutions, LLC 5,168 3,147 64% 2021-03-31
Altavista Wealth Management, Inc. 5,129 5,069 1% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 5,045 0 New Buy 2021-03-31
IFP Advisors, Inc 5,037 4,482 12% 2021-03-31
Cresset Asset Management, LLC 5,005 4,964 1% 2021-03-31
BOENNING & SCATTERGOOD, INC. 5,002 3,879 29% 2021-03-31
McNamara Financial Services, Inc. 4,948 5,131 4% 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,889 4,274 14% 2021-03-31
Joseph P. Lucia & Associates, LLC 4,865 4,540 7% 2021-03-31
Beacon Pointe Advisors, LLC 4,831 4,509 7% 2021-03-31
TIEMANN INVESTMENT ADVISORS, LLC 4,825 4,426 9% 2021-03-31
Efficient Wealth Management LLC 4,753 2 237,550% 2021-03-31
Atlantic Trust Group, LLC 4,683 2,188 114% 2021-03-31
ERn Financial, LLC 4,675 4,743 1% 2021-03-31
Zions Bancorporation, N.A. 4,675 4,675 No Change 2021-03-31
Ausdal Financial Partners, Inc. 4,530 4,289 6% 2021-03-31
Archer Investment Corp 4,419 3,962 12% 2021-03-31
J.W. COLE ADVISORS, INC. 4,395 4,112 7% 2021-03-31
Prospera Financial Services 4,391 3,959 11% 2021-03-31
NWAM LLC 4,374 4,022 9% 2021-03-31
NorthRock Partners, LLC 4,347 4,327 0% 2021-03-31
Freestone Capital Holdings, LLC 4,207 1,345 213% 2021-03-31
Wambolt & Associates, LLC 4,186 3,703 13% 2021-03-31
Calamos Wealth Management LLC 4,165 4,165 No Change 2021-03-31
Paracle Advisors, LLC 4,133 4,263 3% 2021-03-31
Summit Trail Advisors, LLC 4,079 0 New Buy 2021-03-31
PRUDENTIAL CORP PLC 3,990 5,140 22% 2021-03-31
GARRISON POINT ADVISORS, LLC 3,955 3,955 No Change 2021-03-31
One Day In July LLC 3,942 3,937 0% 2021-03-31
St. Louis Trust Co 3,887 0 New Buy 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,815 2,771 38% 2021-03-31
OHE FINANCIAL INC 3,777 4,232 11% 2021-03-31
Essex Savings Bank 3,738 3,738 No Change 2021-03-31
SeaCrest Wealth Management, LLC 3,632 3,642 0% 2021-03-31
Key FInancial Inc 3,631 3,631 No Change 2021-03-31
Prime Capital Investment Advisors, LLC 3,591 3,674 2% 2021-03-31
REGIONS FINANCIAL CORP 3,555 3,514 1% 2021-03-31
PFG Advisors 3,510 3,820 8% 2021-03-31
Gladstone Institutional Advisory LLC 3,487 0 New Buy 2021-03-31
Ford Financial Group, Inc. 3,475 3,411 2% 2021-03-31
Argent Advisors, Inc. 3,400 3,000 13% 2021-03-31
Integer Wealth Advisors Group LLC 3,383 0 New Buy 2021-03-31
Keeler THomas Management LLC 3,358 3,318 1% 2021-03-31
Lido Advisors, LLC 3,352 2,836 18% 2021-03-31
CAPITAL ONE FINANCIAL CORP 3,331 3,608 8% 2021-03-31
Clear Perspectives Financial Planning, LLC 3,315 3,266 2% 2021-03-31
Capital Investment Advisory Services, LLC 3,290 3,261 1% 2021-03-31
Western Wealth Management, LLC 3,278 2,886 14% 2021-03-31
NICOLET BANKSHARES INC 3,247 3,247 No Change 2021-03-31
Bartlett & Co. LLC 3,220 3,220 No Change 2021-03-31
Disciplined Investments, LLC 3,217 3,293 2% 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 3,211 0 New Buy 2021-03-31
M Holdings Securities, Inc. 3,157 0 New Buy 2021-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 3,149 3,347 6% 2021-03-31
Kingsview Wealth Management, LLC 3,135 8,264 62% 2021-03-31
STABLEFORD CAPITAL II LLC 3,116 3,186 2% 2021-03-31
CIBC World Markets Inc. 3,098 3,156 2% 2021-03-31
NBT BANK N A /NY 3,079 2,284 35% 2021-03-31
Busey Trust CO 3,060 3,060 No Change 2021-03-31
Scott & Selber, Inc. 3,000 3,000 No Change 2021-03-31
GAMBLE JONES INVESTMENT COUNSEL 2,982 3,013 1% 2021-03-31
High Pines Wealth Management, LLC 2,982 0 New Buy 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 2,970 2,970 No Change 2021-03-31
BCS Wealth Management 2,968 2,968 No Change 2021-03-31
Integrated Wealth Concepts LLC 2,924 2,490 17% 2021-03-31
BIDWELL C M & ASSOCIATES LTD/ 2,902 2,477 17% 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,886 2,917 1% 2021-03-31
Strategic Wealth Partners Group LLC 2,885 2,884 0% 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2,882 2,867 1% 2021-03-31
RAYMOND JAMES TRUST CO 2,880 2,812 2% 2021-03-31
Klingman & Associates, LLC 2,860 2,586 11% 2021-03-31
Orion Portfolio Solutions, LLC 2,858 0 New Buy 2021-03-31
Jackson Wealth Management, LLC 2,849 0 New Buy 2021-03-31
Beacon Financial Advisory LLC 2,826 3,602 22% 2021-03-31
NORTHSTAR ASSET MANAGEMENT LLC 2,815 2,815 No Change 2021-03-31
Merit Financial Group, LLC 2,814 2,886 2% 2021-03-31
DAVIS R M INC 2,811 2,811 No Change 2021-03-31
Meristem, LLP 2,794 2,794 No Change 2021-03-31
MONTAG A & ASSOCIATES INC 2,779 1,130 146% 2021-03-31
Berkeley Capital Partners, LLC 2,766 0 New Buy 2021-03-31
55I, LLC 2,739 2,631 4% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 2,724 2,699 1% 2021-03-31
FC Advisory LLC 2,705 2,304 17% 2021-03-31
SONATA CAPITAL GROUP INC 2,700 2,700 No Change 2021-03-31
H D Vest Advisory Services 2,692 2,673 1% 2021-03-31
Integrated Advisors Network LLC 2,692 2,692 No Change 2021-03-31
BROWN BROTHERS HARRIMAN & CO 2,652 2,717 2% 2021-03-31
NICOLET ADVISORY SERVICES, LLC 2,641 2,292 15% 2021-03-31
HOLDERNESS INVESTMENTS CO 2,624 2,565 2% 2021-03-31
SIGNATUREFD, LLC 2,605 1,346 94% 2021-03-31
Moloney Securities Asset Management, LLC 2,599 2,439 7% 2021-03-31
Altium Wealth Management LLC 2,573 0 New Buy 2021-03-31
DOWLING & YAHNKE INC 2,547 2,835 10% 2021-03-31
Hubbell Strickland Wealth Management, LLC 2,511 2,501 0% 2021-03-31
Newman Dignan & Sheerar, Inc. 2,490 2,484 0% 2021-03-31
Latitude Advisors, LLC 2,487 0 New Buy 2021-03-31
TORON CAPITAL MARKETS INC. 2,465 0 New Buy 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 2,450 0 New Buy 2021-03-31
Nikulski Financial, Inc. 2,433 2,433 No Change 2021-03-31
Aveo Capital Partners, LLC 2,422 0 New Buy 2021-03-31
SPC Financial, Inc. 2,413 2,413 No Change 2021-03-31
Baker Ellis Asset Management LLC 2,405 2,505 4% 2021-03-31
Eidelman Virant Capital 2,405 1,845 30% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,364 2,324 2% 2021-03-31
Jacobi Capital Management LLC 2,354 2,270 4% 2021-03-31
TCG Advisory Services, LLC 2,313 0 New Buy 2021-03-31
Koshinski Asset Management, Inc. 2,271 0 New Buy 2021-03-31
Ancora Advisors, LLC 2,266 1,690 34% 2021-03-31
Edge Capital Group, LLC 2,265 2,501 9% 2021-03-31
Verdence Capital Advisors LLC 2,237 2,236 0% 2021-03-31
Jackson Creek Investment Advisors LLC 2,228 1,892 18% 2021-03-31
Quaker Wealth Management, LLC 2,213 2,744 19% 2021-03-31
CITY HOLDING CO 2,210 1,429 55% 2021-03-31
BKD Wealth Advisors, LLC 2,206 2,206 No Change 2021-03-31
IFG Advisory, LLC 2,150 2,968 28% 2021-03-31
Continuum Advisory, LLC 2,149 0 New Buy 2021-03-31
RWM Asset Management, LLC 2,139 2,139 No Change 2021-03-31
FORT PITT CAPITAL GROUP, LLC 2,134 2 106,600% 2021-03-31
Johnson Financial Group, Inc. 2,128 2,699 21% 2021-03-31
CWM, LLC 2,127 2,766 23% 2021-03-31
WADE G W & INC 2,120 0 New Buy 2021-03-31
Institute for Wealth Management, LLC. 2,120 2,120 No Change 2021-03-31
FRANKLIN RESOURCES INC 2,108 2,276 7% 2021-03-31
TCF National Bank 2,103 2,048 3% 2021-03-31
WHALEROCK POINT PARTNERS, LLC 2,097 2,097 No Change 2021-03-31
Global Retirement Partners, LLC 2,078 1,955 6% 2021-03-31
Plancorp, LLC 2,041 3,211 36% 2021-03-31
Maryland Capital Management, LLC 2,030 2,063 2% 2021-03-31
Kovitz Investment Group Partners, LLC 2,030 2,469 18% 2021-03-31
SYNOVUS FINANCIAL CORP 2,025 9,715 79% 2021-03-31
Magnus Financial Group LLC 2,022 2,008 1% 2021-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 2,012 0 New Buy 2021-03-31
Strategic Advisors LLC 2,011 2,011 No Change 2021-03-31
Cutler Group LP 200 16,800 99% 2021-03-31
Navis Wealth Advisors, LLC 2,000 2,000 No Change 2021-03-31
Pathstone Family Office, LLC 1,982 1,736 14% 2021-03-31
Evanson Asset Management, LLC 1,963 1,958 0% 2021-03-31
FIRST NATIONAL TRUST CO 1,952 1,794 9% 2021-03-31
TWO SIGMA SECURITIES, LLC 1,931 0 New Buy 2021-03-31
Kerntke Otto McGlone Wealth Management Group 1,926 0 New Buy 2021-03-31
Professional Financial Advisors, LLC 1,920 1,732 11% 2021-03-31
KENNICOTT CAPITAL MANAGEMENT LLC 1,916 0 New Buy 2021-03-31
HPM Partners LLC 1,914 2,539 25% 2021-03-31
Granite Springs Asset Management LLC 1,914 2,083 8% 2021-03-31
PROEQUITIES, INC. 1,913 1,911 0% 2021-03-31
Biltmore Family Office, LLC 1,900 1,900 No Change 2021-03-31
CWA Asset Management Group, LLC 1,869 0 New Buy 2021-03-31
Mayfair Advisory Group, LLC 1,867 0 New Buy 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 1,836 0 New Buy 2021-03-31
Acorn Wealth Advisors, LLC 1,817 1,713 6% 2021-03-31
MCF Advisors LLC 1,816 1,816 No Change 2021-03-31
Benchmark Wealth Management, LLC 1,812 1,812 No Change 2021-03-31
Cable Hill Partners, LLC 1,810 2,660 32% 2021-03-31
Oxbow Advisors, LLC 1,799 0 New Buy 2021-03-31
Levy Wealth Management Group, LLC 1,777 1,771 0% 2021-03-31
Karp Capital Management Corp 1,772 0 New Buy 2021-03-31
WETHERBY ASSET MANAGEMENT INC 1,769 2,784 36% 2021-03-31
Oliver Luxxe Assets LLC 1,756 1,717 2% 2021-03-31
BLB&B Advisors, LLC 1,729 1,933 11% 2021-03-31
DEARBORN PARTNERS LLC 1,620 0 New Buy 2021-03-31
WOODMONT INVESTMENT COUNSEL LLC 1,601 0 New Buy 2021-03-31
OBERMEYER ASSET MANAGEMENT CO 1,600 3,000 47% 2021-03-31
Good Life Advisors, LLC 1,571 0 New Buy 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 1,565 1,862 16% 2021-03-31
BBVA USA BANCSHARES INC 1,556 0 New Buy 2021-03-31
PBWM Holdings, LLC 1,550 0 New Buy 2021-03-31
Venture Visionary Partners LLC 1,547 0 New Buy 2021-03-31
Sequoia Financial Advisors, LLC 1,545 0 New Buy 2021-03-31
LAKE STREET FINANCIAL LLC 1,504 0 New Buy 2021-03-31
ANDERSON HOAGLAND & CO 1,503 2,768 46% 2021-03-31
Cordant, Inc. 1,497 1,501 0% 2021-03-31
ATWOOD & PALMER INC 1,490 1,490 No Change 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 1,487 1,774 16% 2021-03-31
Abbrea Capital, LLC 1,486 0 New Buy 2021-03-31
FIRST MANHATTAN CO 1,468 0 New Buy 2021-03-31
BESSEMER GROUP INC 1,390 1,390 No Change 2021-03-31
Laffer Investments 1,384 0 New Buy 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 1,373 1,293 6% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,371 1,371 No Change 2021-03-31
Sonora Investment Management, LLC 1,354 1,354 No Change 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 1,322 1,465 10% 2021-03-31
Financeware, Inc. 1,231 0 New Buy 2021-03-31
Pacitti Group Inc. 1,217 1,216 0% 2021-03-31
Allred Capital Management, LLC 1,185 0 New Buy 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,175 0 New Buy 2021-03-31
DUNCKER STREETT & CO INC 1,169 1,166 0% 2021-03-31
Brand Asset Management Group, Inc. 1,099 990 11% 2021-03-31
Sargent Bickham Lagudis LLC 1,060 0 New Buy 2021-03-31
Arkadios Wealth Advisors 1,049 974 8% 2021-03-31
Legacy Bridge, LLC 1,010 1,010 No Change 2021-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,000 0 New Buy 2021-03-31
Carroll Financial Associates, Inc. 999 999 No Change 2021-03-31
Hartland & Co., LLC 985 985 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 980 0 New Buy 2021-03-31
Jackson, Grant Investment Advisers, Inc. 968 964 0% 2021-03-31
First PREMIER Bank 947 947 No Change 2021-03-31
Coastal Capital Group, Inc. 947 943 0% 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 866 878 1% 2021-03-31
Center for Financial Planning, Inc. 863 1,001 14% 2021-03-31
Sowell Financial Services LLC 836 357 134% 2021-03-31
Interactive Financial Advisors 788 380 107% 2021-03-31
Syverson Strege & Co 785 785 No Change 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 736 740 1% 2021-03-31
Baystate Wealth Management LLC 731 821 11% 2021-03-31
Founders Financial Alliance, LLC 36 36 No Change 2021-03-31
MONEY CONCEPTS CAPITAL CORP 705 0 New Buy 2021-03-31
Covington Capital Management 700 700 No Change 2021-03-31
Grandview Asset Management LLC 685 0 New Buy 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 677 585 16% 2021-03-31
Baron Financial Group, LLC 600 600 No Change 2021-03-31
Retirement Group, LLC 583 564 3% 2021-03-31
Community Bank, N.A. 579 354 64% 2021-03-31
Parkside Financial Bank & Trust 560 554 1% 2021-03-31
BENJAMIN EDWARDS INC 544 527 3% 2021-03-31
Stonebridge Capital Advisors LLC 535 0 New Buy 2021-03-31
Lakeview Capital Partners, LLC 523 522 0% 2021-03-31
COWA, LLC 103 103 No Change 2021-03-31
Gradient Investments LLC 464 21 2,110% 2021-03-31
Hanson Investment Management 447 440 2% 2021-03-31
BerganKDV Wealth Management, LLC 440 440 No Change 2021-03-31
Cypress Point Wealth Management, LLC 400 400 No Change 2021-03-31
MANCHESTER FINANCIAL INC 397 397 No Change 2021-03-31
PrairieView Partners, LLC 364 261 39% 2021-03-31
Cordasco Financial Network 355 355 No Change 2021-03-31
Larson Financial Group LLC 355 355 No Change 2021-03-31
Eudaimonia Partners, LLC 347 318 9% 2021-03-31
LS Investment Advisors, LLC 321 321 No Change 2021-03-31
McClarren Financial Advisors, Inc. 319 317 1% 2021-03-31
Tradition Wealth Management, LLC 301 301 No Change 2021-03-31
TCI Wealth Advisors, Inc. 299 180 66% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 285 285 No Change 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 274 274 No Change 2021-03-31
SIMPLEX TRADING, LLC 274 0 New Buy 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 253 253 No Change 2021-03-31
WASHINGTON TRUST CO 249 0 New Buy 2021-03-31
Parallel Advisors, LLC 248 261 5% 2021-03-31
Financial Gravity Wealth, Inc. 237 0 New Buy 2021-03-31
Atlas Private Wealth Management 235 235 No Change 2021-03-31
Aspire Private Capital, LLC 234 1 23,300% 2021-03-31
Firestone Capital Management 200 120 67% 2021-03-31
Peachtree Investment Partners, LLC 198 0 New Buy 2021-03-31
BANK OF MONTREAL /CAN/ 190 13,491 99% 2021-03-31
D'Orazio & Associates, Inc. 189 189 No Change 2021-03-31
Ironwood Wealth Management, llc 180 180 No Change 2021-03-31
QS Investors, LLC 166 166 No Change 2021-03-31
Bay Harbor Wealth Management, LLC 165 165 No Change 2021-03-31
MTM Investment Management, LLC 163 0 New Buy 2021-03-31
SALEM INVESTMENT COUNSELORS INC 155 155 No Change 2021-03-31
GPS Wealth Strategies Group, LLC 155 0 New Buy 2021-03-31
Carolina Wealth Advisors, LLC 145 113 28% 2021-03-31
Capital Asset Advisory Services LLC 144 65 122% 2021-03-31
Tower Research Capital LLC 136 297 54% 2021-03-31
HUNTINGTON NATIONAL BANK 128 89 44% 2021-03-31
Global Trust Asset Management, LLC 127 88 44% 2021-03-31
Bellwether Advisors, LLC 120 120 No Change 2021-03-31
Vectors Research Management, LLC 113 105 8% 2021-03-31
Global Wealth Management Investment Advisory, Inc. 107 3 3,467% 2021-03-31
Barnett & Company, Inc. 100 100 No Change 2021-03-31
Front Row Advisors LLC 100 100 No Change 2021-03-31
HM PAYSON & CO 96 85 13% 2021-03-31
Summit Investment Advisors, Inc. 91 91 No Change 2021-03-31
McIlrath & Eck, LLC 88 88 No Change 2021-03-31
Patriot Financial Group Insurance Agency, LLC 86 315 73% 2021-03-31
Capital Advisory Group Advisory Services, LLC 80 80 No Change 2021-03-31
CULLEN FROST BANKERS INC 68 0 New Buy 2021-03-31
COUNTRY TRUST BANK 68 87 22% 2021-03-31
HHM Wealth Advisors, LLC 63 0 New Buy 2021-03-31
Affiance Financial, LLC 58 0 New Buy 2021-03-31
Pacific Center for Financial Services 57 57 No Change 2021-03-31
Bedel Financial Consulting, Inc. 54 0 New Buy 2021-03-31
Horan Securities, Inc. 51 28 82% 2021-03-31
First Command Financial Services, Inc. 50 9 456% 2021-03-31
Main Management LLC 48 48 No Change 2021-03-31
Tortoise Investment Management, LLC 47 44 7% 2021-03-31
SevenOneSeven Capital Management 47 0 New Buy 2021-03-31
Prestige Wealth Management Group LLC 45 52 13% 2021-03-31
QUADRANT CAPITAL GROUP LLC 37 0 New Buy 2021-03-31
Lee Financial CORP 35 0 New Buy 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 35 35 No Change 2021-03-31
Berman Capital Advisors, LLC 32 32 No Change 2021-03-31
JFS WEALTH ADVISORS, LLC 25 25 No Change 2021-03-31
Laurel Wealth Advisors LLC 24 24 No Change 2021-03-31
Stewardship Financial Advisors, LLC 20 0 New Buy 2021-03-31
FinTrust Capital Advisors, LLC 19 0 New Buy 2021-03-31
Charter Oak Capital Management, LLC 18 0 New Buy 2021-03-31
Regal Wealth Group, Inc. 11 11 No Change 2021-03-31
Concord Wealth Partners 8 0 New Buy 2021-03-31
Choate Investment Advisors 3 3 No Change 2021-03-31
Stonebridge Financial Planning Group, LLC 1 0 New Buy 2021-03-31
Renaissance Technologies(Jim Simons) 0 10,100 Sold Out 2021-03-31
TOMPKINS FINANCIAL CORP 0 7,675 Sold Out 2021-03-31
HANSEATIC MANAGEMENT SERVICES INC 0 15,098 Sold Out 2021-03-31
M&T BANK CORP 0 4,025 Sold Out 2021-03-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 0 74,362 Sold Out 2021-03-31
THOMPSON SIEGEL & WALMSLEY LLC 0 21 Sold Out 2021-03-31
Sandy Spring Bank 0 108 Sold Out 2021-03-31
FIERA SCEPTRE INC. 0 8,125 Sold Out 2021-03-31
BBR PARTNERS, LLC 0 10,957 Sold Out 2021-03-31
ROPES WEALTH ADVISORS LLC 0 309 Sold Out 2021-03-31
Sheaff Brock Investment Advisors, LLC 0 2,225 Sold Out 2021-03-31
Laurel Wealth Advisors, Inc. 0 2,594 Sold Out 2021-03-31
Asset Dedication, LLC 0 30 Sold Out 2021-03-31
Connecticut Wealth Management, LLC 0 4,030 Sold Out 2021-03-31
OXFORD FINANCIAL GROUP LTD 0 10 Sold Out 2021-03-31
HCR Wealth Advisors 0 87 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 50 Sold Out 2021-03-31
F3Logic, LLC 0 1,718 Sold Out 2021-03-31
HC FINANCIAL ADVISORS INC 0 317 Sold Out 2021-03-31
ANDERSON FISHER LLC 0 614 Sold Out 2021-03-31
PRIVATE CAPITAL MANAGEMENT LLC 0 2,080 Sold Out 2021-03-31
Parcion Private Wealth LLC 0 5,633 Sold Out 2021-03-31
FSA Wealth Management LLC 0 968 Sold Out 2021-03-31
TFC Financial Management 0 12 Sold Out 2021-03-31
GoalVest Advisory LLC 0 84 Sold Out 2021-03-31
ForthRight Wealth Management, LLC 0 96 Sold Out 2021-03-31
Inspire Advisors, LLC 0 102 Sold Out 2021-03-31
Interchange Capital Partners, LLC 0 1,075 Sold Out 2021-03-31
ASSET PLANNING CORPORATION 0 205 Sold Out 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 0 302 Sold Out 2021-03-31
DEFINED WEALTH MANAGEMENT, LLC 0 434 Sold Out 2021-03-31
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