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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
SHAKESPEARE WEALTH MANAGEMENT, INC. 89,445 74,816 20% 2020-03-31
Bangor Savings Bank 15,649 15,647 0% 2020-03-31
Foundations Investment Advisors, LLC 13,542 260,360 95% 2020-03-31
First National Bank of Mount Dora, Trust Investment Services 7,674 7,674 No Change 2020-03-31
TPG Financial Advisors, LLC 6,568 6,409 2% 2020-03-31
M&R CAPITAL MANAGEMENT INC 615 615 No Change 2020-03-31
Cox Capital Co LLC 330 0 New Buy 2020-03-31
LifePlan Financial Group, Inc 197 195 1% 2020-03-31
Global Trust Asset Management, LLC 87 85 2% 2020-03-31
Archer Investment Corp 73 563 87% 2020-03-31
Lenox Wealth Advisors, Inc. 0 110 Sold Out 2020-03-31
Betterment LLC 7,979,664 7,455,727 7% 2019-12-31
Johanson Financial Advisors, Inc. 5,795,443 48,900 11,752% 2019-12-31
Amerivest Investment Management LLC 2,646,557 2,629,184 1% 2019-12-31
TIAA, FSB 1,274 2,965 57% 2019-12-31
MORGAN STANLEY 2,454,382 2,465,982 0% 2019-12-31
BANK OF AMERICA CORP /DE/ 2,421,021 2,297,048 5% 2019-12-31
JONES FINANCIAL COMPANIES LLLP 1,920,384 1,634,916 17% 2019-12-31
ENVESTNET ASSET MANAGEMENT INC 1,791,055 1,702,631 5% 2019-12-31
WELLS FARGO & CO/MN 1,442,090 1,403,202 3% 2019-12-31
UBS Group AG 1,236,558 1,177,227 5% 2019-12-31
AMERIPRISE FINANCIAL INC 1,090,718 940,728 16% 2019-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 874,520 771,277 13% 2019-12-31
STIFEL FINANCIAL CORP 369 224 65% 2019-12-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 736,168 0 New Buy 2019-12-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 616,552 623,894 1% 2019-12-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 592,209 552,625 7% 2019-12-31
LPL Financial CORP 549,903 545,856 1% 2019-12-31
Warren Averett Asset Management, LLC 547,199 540,505 1% 2019-12-31
BB&T CORP 518,685 3,700 13,919% 2019-12-31
ROYAL BANK OF CANADA 511,789 0 New Buy 2019-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 417,306 418,338 0% 2019-12-31
COMMONWEALTH EQUITY SERVICES, LLC. 412,744 408,787 1% 2019-12-31
Morningstar Investment Services, Inc. 394,564 228,940 72% 2019-12-31
Equitable Holdings, Inc. 378,284 0 New Buy 2019-12-31
Money Design Co.,Ltd. 298,116 269,870 10% 2019-12-31
CABANA LLC 295,645 184,297 60% 2019-12-31
Summit Financial, LLC 0 300,794 Sold Out 2019-12-31
MML INVESTORS SERVICES, LLC 252,430 269,336 6% 2019-12-31
LINCOLN NATIONAL CORP 248,276 240,732 3% 2019-12-31
BLAIR WILLIAM & CO/IL 234,078 170,944 37% 2019-12-31
CONDOR CAPITAL MANAGEMENT 218,576 220,733 1% 2019-12-31
FMR LLC 37 9 311% 2019-12-31
FORTE CAPITAL LLC /ADV 175,340 188,633 7% 2019-12-31
Creative Planning 173,885 0 New Buy 2019-12-31
J P MORGAN CHASE & CO 169,244 187,605 10% 2019-12-31
AdvicePeriod, LLC 163,172 156,390 4% 2019-12-31
Private Advisor Group, LLC 158,649 142,941 11% 2019-12-31
RAYMOND JAMES & ASSOCIATES 149,766 152,204 2% 2019-12-31
Private Capital Group, LLC 141,566 160,875 12% 2019-12-31
Raymond James Financial Services Advisors, Inc. 127,485 112,710 13% 2019-12-31
Bragg Financial Advisors, Inc 126,961 121,866 4% 2019-12-31
Capital Advantage, Inc. 123,059 121,914 1% 2019-12-31
SAGE FINANCIAL GROUP INC 123,013 123,464 0% 2019-12-31
Adviser Investments LLC 118,945 111,996 6% 2019-12-31
MERCER GLOBAL ADVISORS INC /ADV 117,868 5,192 2,170% 2019-12-31
BHK Investment Advisors, LLC 116,803 97,225 20% 2019-12-31
Symmetry Partner, LLC 116,097 116,104 0% 2019-12-31
KWMG, LLC 98,597 93,067 6% 2019-12-31
Relaxing Retirement Coach 97,603 98,371 1% 2019-12-31
Spearhead Capital Advisors, LLC 96,400 95,106 1% 2019-12-31
Advisor Group, Inc. 95,360 102,725 7% 2019-12-31
QUEST CAPITAL MANAGEMENT INC /ADV 91,729 95,037 3% 2019-12-31
SNS Financial Group, LLC 90,157 85,980 5% 2019-12-31
FIFTH THIRD BANCORP 88,467 87,304 1% 2019-12-31
SVA Plumb Wealth Management, LLC 87,323 88,127 1% 2019-12-31
Brickley Wealth Management 84,507 84,364 0% 2019-12-31
WoodTrust Financial Corp 84,210 82,843 2% 2019-12-31
DERBY & COMPANY, INC 82,812 81,204 2% 2019-12-31
Ledyard National Bank 81,848 81,185 1% 2019-12-31
Cranbrook Wealth Management, LLC 78,022 78,521 1% 2019-12-31
MONETA GROUP INVESTMENT ADVISORS INC 72,439 71,531 1% 2019-12-31
ROOF EIDAM & MAYCOCK/ADV 72,430 71,085 2% 2019-12-31
Pure Financial Advisors, Inc. 72,145 73,581 2% 2019-12-31
HIGHLAND CAPITAL MANAGEMENT CORP 71,678 70,982 1% 2019-12-31
Asset Management Group, Inc. 70,980 67,321 5% 2019-12-31
Manchester Capital Management LLC 69,027 76,973 10% 2019-12-31
Biltmore Capital Advisors LLC 64,016 68,577 7% 2019-12-31
NorthRock Partners, LLC 63,707 3,386 1,781% 2019-12-31
FIRST AMERICAN TRUST CO 62,494 62,376 0% 2019-12-31
PHH Investments, Ltd. 60,723 61,255 1% 2019-12-31
LEAVELL INVESTMENT MANAGEMENT, INC. 60,350 59,954 1% 2019-12-31
Burns Wealth Management, Inc. 60,015 57,965 4% 2019-12-31
EP Wealth Advisors, Inc. 57,699 0 New Buy 2019-12-31
AE Wealth Management LLC 57,511 39,584 45% 2019-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 57,059 49,396 16% 2019-12-31
UMB BANK N A/MO 56,974 51,392 11% 2019-12-31
Global Financial Private Capital, LLC 55,282 51,109 8% 2019-12-31
US BANCORP DE 55,084 37,215 48% 2019-12-31
Bank of New York Mellon CORP 54,648 55,298 1% 2019-12-31
Magnus Financial Group LLC 52,916 24,100 120% 2019-12-31
UNIONBANCAL CORP 50,396 53,590 6% 2019-12-31
OLD NATIONAL BANCORP /IN/ 49,118 49,220 0% 2019-12-31
JNBA Financial Advisors 49,097 49,175 0% 2019-12-31
SPC Financial, Inc. 48,700 47,259 3% 2019-12-31
NEXT Financial Group, Inc 0 36,578 Sold Out 2019-12-31
Total Wealth Planning, LLC 46,918 47,202 1% 2019-12-31
Well Done, LLC 46,841 48,842 4% 2019-12-31
Chicago Partners Investment Group LLC 46,326 45,835 1% 2019-12-31
Janney Montgomery Scott LLC 44,848 111,238 60% 2019-12-31
Sawtooth Asset Management, Inc. 44,275 27,534 61% 2019-12-31
ProVise Management Group, LLC 44,133 44,132 0% 2019-12-31
COMMERCE BANK N A/MO 43,317 41,474 4% 2019-12-31
Yale Capital CORP 42,138 42,091 0% 2019-12-31
NORTHERN TRUST CORP 41,955 40,139 5% 2019-12-31
DAVENPORT & CO LLC 41,576 38,397 8% 2019-12-31
PITTENGER & ANDERSON INC 40,600 40,650 0% 2019-12-31
Financial Advisory Service, Inc. 39,913 39,832 0% 2019-12-31
Mariner Wealth Advisors, LLC 39,737 34,322 16% 2019-12-31
COLONY GROUP LLC 39,499 38,330 3% 2019-12-31
Wolff Financial Management LLC 38,715 33,922 14% 2019-12-31
SOL Capital Management CO 37,955 36,030 5% 2019-12-31
TOCQUEVILLE ASSET MANAGEMENT LP 36,911 38,416 4% 2019-12-31
Redhawk Wealth Advisors, Inc. 36,043 0 New Buy 2019-12-31
Ellevest, Inc. 4,074 3,370 21% 2019-12-31
GIRARD PARTNERS LTD. 34,847 34,699 0% 2019-12-31
HAMEL ASSOCIATES, INC. 34,747 34,948 1% 2019-12-31
DAVIDSON D A & CO 34,604 49,218 30% 2019-12-31
Kovitz Investment Group Partners, LLC 34,474 40,585 15% 2019-12-31
ETRADE Capital Management LLC 716 585 22% 2019-12-31
Tillar-Wenstrup Advisors, LLC 34,173 33,941 1% 2019-12-31
Burleson & Company, LLC 32,925 20,427 61% 2019-12-31
Johnson Financial Group, Inc. 32,725 33,448 2% 2019-12-31
GOLDMAN SACHS GROUP INC 32,564 31,909 2% 2019-12-31
Black Diamond Financial, LLC 32,222 34,945 8% 2019-12-31
Cornerstone Advisory, LLP 2,411 2,411 No Change 2019-12-31
CAPROCK Group, Inc. 30,378 30,607 1% 2019-12-31
HPM Partners LLC 30,101 28,215 7% 2019-12-31
Ifrah Financial Services, Inc. 29,939 30,362 1% 2019-12-31
Sigma Planning Corp 29,704 31,192 5% 2019-12-31
PARK AVENUE SECURITIES LLC 29,533 21,691 36% 2019-12-31
Quadrant Capital Management, LLC 29,285 27,465 7% 2019-12-31
White Lighthouse Investment Management Inc. 28,689 28,388 1% 2019-12-31
Nachman Norwood & Parrott, Inc 28,101 29,071 3% 2019-12-31
Simmons Bank 27,891 27,898 0% 2019-12-31
Millburn Ridgefield Corp 27,807 27,611 1% 2019-12-31
Lutz Financial Services LLC 27,646 27,519 0% 2019-12-31
Ironsides Asset Advisors, LLC 26,986 26,986 No Change 2019-12-31
Regal Investment Advisors, LLC 26,566 25,659 4% 2019-12-31
Lubar & Co., Inc 26,360 26,360 No Change 2019-12-31
KAYS FINANCIAL ADVISORY CORP /ADV 26,192 33,262 21% 2019-12-31
Krasney Financial LLC 25,820 25,830 0% 2019-12-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 24,948 24,929 0% 2019-12-31
CX Institutional 24,824 25,582 3% 2019-12-31
Taylor, Cottrill, Erickson & Associates, Inc. 24,339 24,145 1% 2019-12-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 23,879 23,443 2% 2019-12-31
First Allied Advisory Services, Inc. 21,951 22,216 1% 2019-12-31
Mutual Advisors, LLC 21,895 6,573 233% 2019-12-31
Voya Financial Advisors, Inc. 21,268 21,160 1% 2019-12-31
Asset Planning Services, Ltd. 20,884 21,110 1% 2019-12-31
Cetera Investment Advisers 20,850 20,805 0% 2019-12-31
BDO Wealth Advisors, LLC 20,701 7,664 170% 2019-12-31
BANK OF HAWAII 20,681 20,736 0% 2019-12-31
American Institute for Advanced Investment Management, LLP 20,329 0 New Buy 2019-12-31
Dougherty Wealth Advisers LLC 20,234 19,972 1% 2019-12-31
Emerald Investment Partners, LLC 19,914 19,854 0% 2019-12-31
Mosaic Family Wealth, LLC 19,893 20,407 3% 2019-12-31
Texas Capital Bank Wealth Management Services Inc 19,871 0 New Buy 2019-12-31
Day & Ennis, LLC 19,577 20,195 3% 2019-12-31
Financial Network 19,559 16,889 16% 2019-12-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 19,140 20,516 7% 2019-12-31
MorganRosel Wealth Management, LLC 18,893 18,788 1% 2019-12-31
HighTower Advisors, LLC 18,495 16,546 12% 2019-12-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 18,395 20,248 9% 2019-12-31
Rockefeller Capital Management L.P. 18,134 6,643 173% 2019-12-31
Stokes Family Office, LLC 17,829 0 New Buy 2019-12-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 17,594 19,068 8% 2019-12-31
Atlas Brown,Inc. 17,564 17,489 0% 2019-12-31
Northeast Financial Consultants Inc 17,224 17,197 0% 2019-12-31
Homrich & Berg 17,157 16,790 2% 2019-12-31
AdvisorNet Financial, Inc 16,979 17,460 3% 2019-12-31
Argent Trust Co 16,749 16,442 2% 2019-12-31
CITIGROUP INC 16,035 15,963 0% 2019-12-31
Goss Wealth Management LLC 15,937 16,966 6% 2019-12-31
NORTHSTAR ASSET MANAGEMENT LLC 15,751 16,431 4% 2019-12-31
HARBOR INVESTMENT ADVISORY, LLC 15,490 0 New Buy 2019-12-31
THRIVENT FINANCIAL FOR LUTHERANS 2,580 19,815 87% 2019-12-31
AMERITAS INVESTMENT CORP 14,822 13,188 12% 2019-12-31
BANK OF MONTREAL /CAN/ 14,653 12,475 17% 2019-12-31
FIRST UNITED BANK TRUST/ 14,637 13,529 8% 2019-12-31
IHT Wealth Management, LLC 14,501 14,675 1% 2019-12-31
FINANCIAL COUNSELORS INC 14,500 10,387 40% 2019-12-31
Susquehanna International Group, LLP 14,338 44,222 68% 2019-12-31
Coconut Grove Bank 14,304 15,271 6% 2019-12-31
Evensky & Katz, Inc. 14,241 21,996 35% 2019-12-31
PLANNING DIRECTIONS INC 14,061 14,567 3% 2019-12-31
JMG Financial Group, Ltd. 13,710 12,988 6% 2019-12-31
ATRIA INVESTMENTS LLC 13,476 18,478 27% 2019-12-31
ARGI Investment Services, LLC 13,207 13,223 0% 2019-12-31
PFG Advisors 13,179 13,307 1% 2019-12-31
Cedar Brook Financial Partners, LLC 13,164 13,308 1% 2019-12-31
AIMZ Investment Advisors, LLC 13,111 12,547 4% 2019-12-31
Provident Wealth Management, LLC 12,946 0 New Buy 2019-12-31
Biltmore Family Office, LLC 12,882 12,882 No Change 2019-12-31
Patriot Investment Management Inc. 12,877 12,684 2% 2019-12-31
WHITTIER TRUST CO 12,788 15,896 20% 2019-12-31
COMERICA SECURITIES,INC. 12,751 0 New Buy 2019-12-31
CAPITAL ONE, NATIONAL ASSOCIATION 12,465 0 New Buy 2019-12-31
FLAGSHIP HARBOR ADVISORS, LLC 12,354 4,185 195% 2019-12-31
Houlihan Financial Resource Group, Ltd. 12,139 0 New Buy 2019-12-31
Quaker Wealth Management, LLC 12,111 0 New Buy 2019-12-31
Hall Kathryn A. 12,000 12,000 No Change 2019-12-31
ALESCO ADVISORS LLC 11,781 12,079 2% 2019-12-31
Pathway Financial Advisors LLC 11,743 13,000 10% 2019-12-31
Alpha Omega Wealth Management LLC 11,717 10,940 7% 2019-12-31
East Coast Asset Management, LLC. 11,655 11,652 0% 2019-12-31
NORTHWEST WEALTH MANAGEMENT, LLC 11,558 13,560 15% 2019-12-31
Multi-Financial Securities Corp 11,500 12,393 7% 2019-12-31
STALEY CAPITAL ADVISERS INC 11,439 11,205 2% 2019-12-31
ASSOCIATED BANC-CORP 11,391 11,985 5% 2019-12-31
WRAPMANAGER INC 11,380 11,172 2% 2019-12-31
Bridgeworth, LLC 11,302 11,639 3% 2019-12-31
SMITHFIELD TRUST CO 11,250 11,398 1% 2019-12-31
FormulaFolio Investments, LLC 11,224 0 New Buy 2019-12-31
LITTLE HOUSE CAPITAL LLC 11,032 15,656 30% 2019-12-31
CAMG Solamere Management, LLC 11,007 11,232 2% 2019-12-31
EATON VANCE MANAGEMENT 10,954 10,104 8% 2019-12-31
Angeles Investment Advisors, LLC 10,895 10,895 No Change 2019-12-31
Petix & Botte Co 10,794 0 New Buy 2019-12-31
Ballentine, Finn & Company, Inc. 10,719 10,719 No Change 2019-12-31
GRIMES & COMPANY, INC. 10,655 0 New Buy 2019-12-31
Merriman Wealth Management, LLC 10,466 0 New Buy 2019-12-31
QUADRANT CAPITAL GROUP LLC 10,379 10,379 No Change 2019-12-31
360 Financial, Inc. 10,348 0 New Buy 2019-12-31
TIEMANN INVESTMENT ADVISORS, LLC 9,993 9,989 0% 2019-12-31
Buckingham Asset Management, LLC 9,793 7,191 36% 2019-12-31
CULBERTSON A N & CO INC 9,690 9,880 2% 2019-12-31
Cornerstone Wealth Management, LLC 9,594 8,938 7% 2019-12-31
King Wealth Management Group, LLC 9,583 9,559 0% 2019-12-31
MONECO Advisors, LLC 9,557 7,975 20% 2019-12-31
OPTIMUM INVESTMENT ADVISORS 9,524 9,849 3% 2019-12-31
Legacy Wealth Planning, LLC 9,519 0 New Buy 2019-12-31
Steward Partners Investment Advisory, LLC 9,492 8,685 9% 2019-12-31
Renaissance Technologies(Jim Simons) 9,400 4,600 104% 2019-12-31
Massey, Quick & Co., LLC 9,385 7,040 33% 2019-12-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 9,361 10,051 7% 2019-12-31
PACIFIC SUN FINANCIAL CORP 9,325 9,275 1% 2019-12-31
BROWN ADVISORY HOLDINGS INC 9,111 4,957 84% 2019-12-31
ALPS ADVISERS INC 9,099 9,354 3% 2019-12-31
HOWLAND CAPITAL MANAGEMENT INC 9,020 9,020 No Change 2019-12-31
Gemmer Asset Management LLC 9,000 9,000 No Change 2019-12-31
Wells Trecaso Financial Group, LLC 8,853 8,838 0% 2019-12-31
Stratos Wealth Partners, LTD. 8,802 58 15,076% 2019-12-31
Financial Architects, Inc 8,754 3,418 156% 2019-12-31
Beacon Pointe Advisors, LLC 8,411 8,181 3% 2019-12-31
Opes Wealth Management LLC 8,404 3,307 154% 2019-12-31
Financial Advocates Investment Management 8,374 7,985 5% 2019-12-31
Independent Advisor Alliance 8,343 0 New Buy 2019-12-31
Truepoint, Inc. 8,335 8,269 1% 2019-12-31
Glenview Trust Co 8,208 8,249 0% 2019-12-31
Paragon Capital Management Ltd 8,200 8,200 No Change 2019-12-31
WHITTIER TRUST CO OF NEVADA INC 8,130 8,130 No Change 2019-12-31
Strategic Financial Group, LLC 8,012 5,166 55% 2019-12-31
Foster Victor Wealth Advisors, LLC 7,919 7,570 5% 2019-12-31
Integrated Advisors Network LLC 7,721 0 New Buy 2019-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 7,610 0 New Buy 2019-12-31
Acropolis Investment Management, LLC 7,609 7,363 3% 2019-12-31
Covenant Multifamily Offices, LLC 7,573 6,778 12% 2019-12-31
Windham Capital Management, LLC 7,500 7,500 No Change 2019-12-31
CAPITAL WEALTH MANAGEMENT, LLC 7,380 7,107 4% 2019-12-31
FINANCIAL LIFE ADVISORS 7,355 7,602 3% 2019-12-31
Portfolio Solutions 7,340 0 New Buy 2019-12-31
STEPHENS INC /AR/ 7,297 5,966 22% 2019-12-31
BRIGHTON JONES LLC 7,191 7,225 0% 2019-12-31
Clear Harbor Asset Management, LLC 7,132 6,382 12% 2019-12-31
IFP Advisors, Inc 7,089 7,067 0% 2019-12-31
NICOLET BANKSHARES INC 6,756 9,097 26% 2019-12-31
Capital Advisors, Ltd. LLC 7,008 7,008 No Change 2019-12-31
WALLER FINANCIAL PLANNING GROUP, INC 7,006 7,031 0% 2019-12-31
SeaCrest Wealth Management, LLC 6,984 6,815 2% 2019-12-31
VERUS CAPITAL PARTNERS, LLC 6,837 0 New Buy 2019-12-31
JOHNSON INVESTMENT COUNSEL INC 6,761 5,934 14% 2019-12-31
Baldwin Investment Management, LLC 6,690 6,670 0% 2019-12-31
Kingsview Wealth Management, LLC 6,681 0 New Buy 2019-12-31
Hochman Cole Investment Advisors, Inc. 6,653 7,081 6% 2019-12-31
Carmichael Hill & Associates, Inc. 6,642 6,839 3% 2019-12-31
FDx Advisors, Inc. 6,635 6,881 4% 2019-12-31
Joseph P. Lucia & Associates, LLC 6,571 6,809 3% 2019-12-31
ANDERSON FISHER LLC 6,512 0 New Buy 2019-12-31
DONALDSON CAPITAL MANAGEMENT, LLC 6,487 8,715 26% 2019-12-31
Windsor Group LTD 6,465 0 New Buy 2019-12-31
J.W. COLE ADVISORS, INC. 6,189 0 New Buy 2019-12-31
Essex Savings Bank 6,124 6,128 0% 2019-12-31
Checchi Capital Advisers, LLC 6,091 10,510 42% 2019-12-31
Gladstone Institutional Advisory LLC 5,997 6,436 7% 2019-12-31
Oliver Luxxe Assets LLC 5,923 5,739 3% 2019-12-31
MidWestOne Financial Group, Inc. 5,692 5,539 3% 2019-12-31
Edge Capital Group, LLC 5,628 5,903 5% 2019-12-31
Private Wealth Advisors, LLC 5,447 6,167 12% 2019-12-31
Zions Bancorporation, N.A. 5,443 7,834 31% 2019-12-31
Rex Capital Advisors, LLC 5,373 5,373 No Change 2019-12-31
MYCIO WEALTH PARTNERS, LLC 5,331 5,296 1% 2019-12-31
Paradigm Financial Advisors, LLC 5,288 5,257 1% 2019-12-31
180 WEALTH ADVISORS, LLC 5,219 4,349 20% 2019-12-31
Kovack Advisors, Inc. 4,995 4,713 6% 2019-12-31
Paradigm Financial Partners, LLC 4,958 3,735 33% 2019-12-31
Certified Advisory Corp 4,937 4,512 9% 2019-12-31
Strategic Investment Advisors / MI 4,870 3,479 40% 2019-12-31
Baker Ellis Asset Management LLC 4,785 4,885 2% 2019-12-31
Capital Square, LLC 4,766 0 New Buy 2019-12-31
NWAM LLC 4,608 4,566 1% 2019-12-31
GREAT VALLEY ADVISOR GROUP, INC. 4,518 4,835 7% 2019-12-31
WMS Partners, LLC 4,502 0 New Buy 2019-12-31
Connecticut Wealth Management, LLC 4,485 4,485 No Change 2019-12-31
PRUDENTIAL CORP PLC 4,440 3,800 17% 2019-12-31
Plancorp, LLC 4,314 3,924 10% 2019-12-31
WEALTHSOURCE PARTNERS, LLC 4,310 4,328 0% 2019-12-31
Center for Financial Planning, Inc. 4,269 0 New Buy 2019-12-31
Pensionmark Financial Group, LLC 4,234 4,289 1% 2019-12-31
Pacitti Group Inc. 4,212 0 New Buy 2019-12-31
H D Vest Advisory Services 4,206 0 New Buy 2019-12-31
Beacon Financial Advisory LLC 4,190 0 New Buy 2019-12-31
Freestone Capital Holdings, LLC 4,132 46,729 91% 2019-12-31
Kendall Capital Management 4,054 4,030 1% 2019-12-31
WHALEROCK POINT PARTNERS, LLC 4,020 4,525 11% 2019-12-31
PINNACLE FINANCIAL PARTNERS INC 3,972 3,972 No Change 2019-12-31
GARRISON POINT ADVISORS, LLC 3,955 3,955 No Change 2019-12-31
Advisory Services Network, LLC 3,953 3,071 29% 2019-12-31
NICOLET ADVISORY SERVICES, LLC 3,848 26,296 85% 2019-12-31
Calamos Wealth Management LLC 3,780 3,780 No Change 2019-12-31
CENTAURUS FINANCIAL, INC. 3,746 3,464 8% 2019-12-31
REGIONS FINANCIAL CORP 3,644 3,646 0% 2019-12-31
S.A. Mason LLC 3,640 0 New Buy 2019-12-31
BCS Wealth Management 3,608 0 New Buy 2019-12-31
BKD Wealth Advisors, LLC 3,540 3,540 No Change 2019-12-31
Heartwood Wealth Advisors LLC 3,533 0 New Buy 2019-12-31
GAMBLE JONES INVESTMENT COUNSEL 3,511 3,465 1% 2019-12-31
ERn Financial, LLC 3,500 2,253 55% 2019-12-31
Ford Financial Group, Inc. 3,497 3,165 10% 2019-12-31
Wambolt & Associates, LLC 3,429 3,424 0% 2019-12-31
IFG Advisory, LLC 3,389 2,607 30% 2019-12-31
WP Advisors, LLC 3,351 3,327 1% 2019-12-31
Integrated Wealth Concepts LLC 3,348 3,306 1% 2019-12-31
Verdence Capital Advisors LLC 2,241 0 New Buy 2019-12-31
Professional Financial Advisors, LLC 3,319 0 New Buy 2019-12-31
SONATA CAPITAL GROUP INC 3,300 3,300 No Change 2019-12-31
DEUTSCHE BANK AG 3,270 603,270 99% 2019-12-31
Crestwood Advisors LLC 3,240 2,938 10% 2019-12-31
Tower Research Capital LLC 358 488 27% 2019-12-31
Laurel Wealth Advisors, Inc. 3,228 4,007 19% 2019-12-31
HAVERFORD TRUST CO 3,093 3,085 0% 2019-12-31
Alexandria Capital, LLC 3,061 3,045 1% 2019-12-31
Busey Trust CO 3,060 3,060 No Change 2019-12-31
Scott & Selber, Inc. 3,000 3,000 No Change 2019-12-31
OBERMEYER ASSET MANAGEMENT CO 3,000 3,000 No Change 2019-12-31
Bigelow Investment Advisors, LLC 2,996 3,021 1% 2019-12-31
FLC Capital Advisors 2,974 0 New Buy 2019-12-31
Sequoia Financial Advisors, LLC 2,973 3,073 3% 2019-12-31
Strategic Wealth Partners Group LLC 2,946 0 New Buy 2019-12-31
Merit Financial Group, LLC 2,936 0 New Buy 2019-12-31
Hubbell Strickland Wealth Management, LLC 2,919 2,794 4% 2019-12-31
BRIDGES INVESTMENT MANAGEMENT INC 2,851 1,965 45% 2019-12-31
FCG ADVISORS, LLC 2,819 2,785 1% 2019-12-31
Meristem, LLP 2,794 2,794 No Change 2019-12-31
Cresset Asset Management, LLC 2,793 3,597 22% 2019-12-31
BOENNING & SCATTERGOOD, INC. 0 1,502 Sold Out 2019-12-31
Cable Hill Partners, LLC 2,760 2,760 No Change 2019-12-31
Fund Evaluation Group, LLC 2,758 0 New Buy 2019-12-31
Platte River Wealth Advisors, LLC 2,715 0 New Buy 2019-12-31
Veritable, L.P. 2,700 2,700 No Change 2019-12-31
RAYMOND JAMES TRUST CO 2,687 2,829 5% 2019-12-31
Horizon Investment Services, LLC 2,683 2,552 5% 2019-12-31
Perigon Wealth Management, LLC 2,662 0 New Buy 2019-12-31
CIBC World Markets Inc. 2,654 0 New Buy 2019-12-31
Crescent Grove Advisors, LLC 2,637 2,432 8% 2019-12-31
FC Advisory LLC 2,599 2,593 0% 2019-12-31
FORT PITT CAPITAL GROUP, LLC 2,552 2,731 7% 2019-12-31
JRM Investment Counsel, LLC 2,533 2,539 0% 2019-12-31
COURIER CAPITAL CORP 2,529 2,329 9% 2019-12-31
AJ WEALTH STRATEGIES, LLC 2,493 2,490 0% 2019-12-31
New England Professional Planning Group Inc. 2,491 0 New Buy 2019-12-31
Zhang Financial LLC 2,491 0 New Buy 2019-12-31
BRONFMAN E.L. ROTHSCHILD, L.P. 2,487 2,477 0% 2019-12-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,472 2,092 18% 2019-12-31
Prospera Financial Services 2,467 1,879 31% 2019-12-31
Csenge Advisory Group 2,467 2,731 10% 2019-12-31
S&T BANK/PA 2,464 0 New Buy 2019-12-31
SMITH, MOORE & CO. 2,452 2,439 1% 2019-12-31
Taylor Hoffman Wealth Management 2,443 2,460 1% 2019-12-31
Western Wealth Management, LLC 2,443 0 New Buy 2019-12-31
Foresight Wealth Management, LLC 2,441 3,931 38% 2019-12-31
PROEQUITIES, INC. 2,440 956 155% 2019-12-31
Nikulski Financial, Inc. 2,433 2,433 No Change 2019-12-31
TCF National Bank 2,433 1,958 24% 2019-12-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 2,418 2,418 No Change 2019-12-31
Allred Capital Management, LLC 2,396 2,513 5% 2019-12-31
First Heartland Consultants, Inc. 2,383 2,366 1% 2019-12-31
Capital Investment Advisory Services, LLC 2,363 2,415 2% 2019-12-31
Harborview Advisors, LLC 2,329 2,329 No Change 2019-12-31
FIRST MANHATTAN CO 2,314 2,314 No Change 2019-12-31
Pathstone Family Office, LLC 2,303 2,303 No Change 2019-12-31
TrinityPoint Wealth, LLC 2,286 2,286 No Change 2019-12-31
Maryland Capital Management, LLC 2,260 2,260 No Change 2019-12-31
F3Logic, LLC 2,240 2,226 1% 2019-12-31
Klingman & Associates, LLC 2,233 0 New Buy 2019-12-31
Moors & Cabot, Inc. 2,211 2,103 5% 2019-12-31
Winthrop Advisory Group LLC 2,211 2,265 2% 2019-12-31
MOGY JOEL R INVESTMENT COUNSEL INC 2,160 2,160 No Change 2019-12-31
Buckley Wealth Management, LLC 2,071 2,071 No Change 2019-12-31
Lido Advisors, LLC 2,063 2,063 No Change 2019-12-31
Global Strategic Investment Solutions, LLC 2,023 0 New Buy 2019-12-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,008 0 New Buy 2019-12-31
Brown Advisory Securities, LLC 2,000 2,000 No Change 2019-12-31
Personal Capital Advisors Corp 1,978 0 New Buy 2019-12-31
Strategic Advisors LLC 1,975 2,012 2% 2019-12-31
FARMERS & MERCHANTS INVESTMENTS INC 1,968 2,076 5% 2019-12-31
LEVEL FOUR ADVISORY SERVICES, LLC 1,953 2,034 4% 2019-12-31
Benchmark Wealth Management, LLC 1,946 0 New Buy 2019-12-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 1,938 1,938 No Change 2019-12-31
YorkBridge Wealth Partners, LLC 1,912 1,951 2% 2019-12-31
Koshinski Asset Management, Inc. 1,881 0 New Buy 2019-12-31
Meridian Wealth Management, LLC 1,877 1,887 1% 2019-12-31
Evanson Asset Management, LLC 1,855 1,909 3% 2019-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 1,855 1,914 3% 2019-12-31
We Are One Seven, LLC 1,854 0 New Buy 2019-12-31
Newman Dignan & Sheerar, Inc. 1,839 0 New Buy 2019-12-31
Sowell Financial Services LLC 1,818 1,106 64% 2019-12-31
MCF Advisors LLC 1,816 1,816 No Change 2019-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 1,809 1,809 No Change 2019-12-31
CWA Asset Management Group, LLC 1,809 1,796 1% 2019-12-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 1,807 4,545 60% 2019-12-31
SYNOVUS FINANCIAL CORP 1,796 1,811 1% 2019-12-31
WETHERBY ASSET MANAGEMENT INC 1,769 1,769 No Change 2019-12-31
CREDIT SUISSE/ 1,752 0 New Buy 2019-12-31
Good Life Advisors, LLC 1,749 0 New Buy 2019-12-31
Acorn Wealth Advisors, LLC 1,738 0 New Buy 2019-12-31
Ausdal Financial Partners, Inc. 1,731 0 New Buy 2019-12-31
BLB&B Advisors, LLC 1,725 0 New Buy 2019-12-31
Valeo Financial Advisors, LLC 1,715 1,721 0% 2019-12-31
DOWLING & YAHNKE INC 1,699 0 New Buy 2019-12-31
National Asset Management, Inc. 1,692 0 New Buy 2019-12-31
Nadler Financial Group, Inc. 1,692 0 New Buy 2019-12-31
BP WEALTH MANAGEMENT, LLC 1,664 0 New Buy 2019-12-31
North Star Investment Management Corp. 1,651 1,648 0% 2019-12-31
Belpointe Asset Management LLC 987 0 New Buy 2019-12-31
Coastal Capital Group, Inc. 1,592 1,592 No Change 2019-12-31
TFG Advisers LLC 1,586 0 New Buy 2019-12-31
Baystate Wealth Management LLC 1,585 1,374 15% 2019-12-31
ATWOOD & PALMER INC 1,490 1,490 No Change 2019-12-31
CWM, LLC 1,470 1,794 18% 2019-12-31
Prime Capital Investment Advisors, LLC 1,465 1,449 1% 2019-12-31
ATTICUS WEALTH MANAGEMENT, LLC 1,435 0 New Buy 2019-12-31
LWS Wealth Advisors, Inc. 1,405 0 New Buy 2019-12-31
Global Retirement Partners, LLC 1,403 1,173 20% 2019-12-31
BESSEMER GROUP INC 1,390 1,390 No Change 2019-12-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,379 1,293 7% 2019-12-31
Vigilant Capital Management, LLC 1,355 1,000 36% 2019-12-31
Sonora Investment Management, LLC 1,354 1,354 No Change 2019-12-31
Winslow, Evans & Crocker, Inc. 1,332 1,332 No Change 2019-12-31
TSFG, LLC 1,285 0 New Buy 2019-12-31
Lake Point Wealth Management 1,280 0 New Buy 2019-12-31
SIGNATUREFD, LLC 1,271 563 126% 2019-12-31
Engrave Wealth Partners LLC 1,255 0 New Buy 2019-12-31
TCI Wealth Advisors, Inc. 1,229 861 43% 2019-12-31
BIDWELL C M & ASSOCIATES LTD/ 1,221 838 46% 2019-12-31
DUNCKER STREETT & CO INC 1,156 0 New Buy 2019-12-31
Legacy Bridge, LLC 1,085 1,085 No Change 2019-12-31
McKinley Carter Wealth Services, Inc. 1,082 0 New Buy 2019-12-31
Firestone Capital Management 1,000 0 New Buy 2019-12-31
Brand Asset Management Group, Inc. 990 990 No Change 2019-12-31
First PREMIER Bank 978 978 No Change 2019-12-31
Jackson, Grant Investment Advisers, Inc. 937 930 1% 2019-12-31
TRUEWEALTH LLC 924 924 No Change 2019-12-31
Lakeview Capital Partners, LLC 922 0 New Buy 2019-12-31
Orion Portfolio Solutions, LLC 907 0 New Buy 2019-12-31
Carroll Financial Associates, Inc. 903 903 No Change 2019-12-31
Covington Capital Management 890 550 62% 2019-12-31
Parallel Advisors, LLC 841 829 1% 2019-12-31
Interactive Financial Advisors 827 0 New Buy 2019-12-31
Vectors Research Management, LLC 821 1,336 39% 2019-12-31
Plante Moran Financial Advisors Ltd Partnership 807 0 New Buy 2019-12-31
Jacobi Capital Management LLC 801 796 1% 2019-12-31
Pinnacle Bank 790 790 No Change 2019-12-31
PSI Advisors, LLC 718 0 New Buy 2019-12-31
Wealthcare Advisory Partners LLC 713 283 152% 2019-12-31
BBVA USA BANCSHARES INC 699 6,536 89% 2019-12-31
Chevy Chase Trust Holdings, Inc. 698 0 New Buy 2019-12-31
CBIZ Investment Advisory Services, LLC 688 0 New Buy 2019-12-31
SHINE INVESTMENT ADVISORY SERVICES INC 651 651 No Change 2019-12-31
Berman Capital Advisors, LLC 650 650 No Change 2019-12-31
Hanson McClain, Inc. 599 729 18% 2019-12-31
Selective Wealth Management 576 0 New Buy 2019-12-31
EPG Wealth Management LLC 554 0 New Buy 2019-12-31
REILLY FINANCIAL ADVISORS, LLC 520 520 No Change 2019-12-31
FinTrust Capital Advisors, LLC 488 488 No Change 2019-12-31
Carolina Wealth Advisors, LLC 480 0 New Buy 2019-12-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 475 475 No Change 2019-12-31
Hanson Investment Management 440 413 7% 2019-12-31
BerganKDV Wealth Management, LLC 440 440 No Change 2019-12-31
Capital Asset Advisory Services LLC 404 0 New Buy 2019-12-31
Sterling Investment Advisors, Ltd. 388 0 New Buy 2019-12-31
ENTERPRISE FINANCIAL SERVICES CORP 381 381 No Change 2019-12-31
Ironwood Wealth Management, llc 369 369 No Change 2019-12-31
Cordasco Financial Network 355 355 No Change 2019-12-31
Community Bank, N.A. 354 354 No Change 2019-12-31
Patriot Financial Group Insurance Agency, LLC 346 862 60% 2019-12-31
TD Capital Management LLC 326 324 1% 2019-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 324 567 43% 2019-12-31
LS Investment Advisors, LLC 321 321 No Change 2019-12-31
Braun-Bostich & Associates Inc. 288 0 New Buy 2019-12-31
Anfield Capital Management, LLC 288 0 New Buy 2019-12-31
Aptus Capital Advisors, LLC 263 0 New Buy 2019-12-31
Kistler-Tiffany Companies, LLC 234 234 No Change 2019-12-31
Cribstone Capital Management, LLC 232 300 23% 2019-12-31
TRUST CO OF VERMONT 207 207 No Change 2019-12-31
Institute for Wealth Management, LLC. 203 0 New Buy 2019-12-31
CXI Advisors 202 0 New Buy 2019-12-31
Cutler Group LP 200 8,400 98% 2019-12-31
BALLAST ADVISORS LLC 191 0 New Buy 2019-12-31
Financial Gravity Wealth, Inc. 180 173 4% 2019-12-31
SALEM INVESTMENT COUNSELORS INC 155 155 No Change 2019-12-31
Procyon Private Wealth Partners, LLC 155 0 New Buy 2019-12-31
Keeler THomas Management LLC 149 8,301 98% 2019-12-31
Capital Analysts, Inc. 143 143 No Change 2019-12-31
Ellis Investment Partners, LLC 138 137 1% 2019-12-31
Larson Financial Group LLC 134 126 6% 2019-12-31
BENJAMIN EDWARDS INC 130 127 2% 2019-12-31
Maltin Wealth Management, Inc. 123 0 New Buy 2019-12-31
First Personal Financial Services 113 0 New Buy 2019-12-31
Barnett & Company, Inc. 100 100 No Change 2019-12-31
Front Row Advisors LLC 100 100 No Change 2019-12-31
Summit Investment Advisors, Inc. 88 88 No Change 2019-12-31
McIlrath & Eck, LLC 88 88 No Change 2019-12-31
HCR Wealth Advisors 87 0 New Buy 2019-12-31
Pacifica Partners Inc. 86 0 New Buy 2019-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 84 0 New Buy 2019-12-31
Kore Private Wealth LLC 81 0 New Buy 2019-12-31
COUNTRY TRUST BANK 68 68 No Change 2019-12-31
CNB Bank 65 25 160% 2019-12-31
Parkside Financial Bank & Trust 63 63 No Change 2019-12-31
Coastal Investment Advisors, Inc. 63 57 11% 2019-12-31
LIBERTY WEALTH MANAGEMENT LLC 62 61 2% 2019-12-31
Aberdeen Wealth Management LLC 60 0 New Buy 2019-12-31
Pacific Center for Financial Services 57 57 No Change 2019-12-31
1 NORTH WEALTH SERVICES LLC 54 54 No Change 2019-12-31
Asset Dedication, LLC 50 50 No Change 2019-12-31
Founders Capital Management 46 46 No Change 2019-12-31
Sowa Financial Group, Inc. 46 0 New Buy 2019-12-31
Providence Capital Advisors, LLC 44 44 No Change 2019-12-31
HORIZON BANCORP /IN/ 37 0 New Buy 2019-12-31
Tower View Investment Management & Research LLC 36 38 5% 2019-12-31
Tortoise Investment Management, LLC 30 27 11% 2019-12-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 26 0 New Buy 2019-12-31
Main Management LLC 23 23 No Change 2019-12-31
D'Orazio & Associates, Inc. 22 22 No Change 2019-12-31
Global Wealth Management Investment Advisory, Inc. 22 30 27% 2019-12-31
THOMPSON SIEGEL & WALMSLEY LLC 21 875 98% 2019-12-31
Affiance Financial, LLC 20 0 New Buy 2019-12-31
Total Clarity Wealth Management, Inc. 18 0 New Buy 2019-12-31
Raab & Moskowitz Asset Management LLC 17 0 New Buy 2019-12-31
Independence Advisors, LLC 17 0 New Buy 2019-12-31
Stewardship Financial Advisors, LLC 14 14 No Change 2019-12-31
MEEDER ASSET MANAGEMENT INC 12 12 No Change 2019-12-31
Sandy Spring Bank 11 11 No Change 2019-12-31
Regal Wealth Group, Inc. 11 0 New Buy 2019-12-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 8 0 New Buy 2019-12-31
Gs Investments, Inc. 5 0 New Buy 2019-12-31
HUNTINGTON NATIONAL BANK 1 1 No Change 2019-12-31
Aspire Private Capital, LLC 1 1 No Change 2019-12-31
Prestige Wealth Management Group LLC 1 0 New Buy 2019-12-31
NORTHWEST INVESTMENT COUNSELORS, LLC 0 495 Sold Out 2019-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 0 2,010 Sold Out 2019-12-31
M&T BANK CORP 0 3,273 Sold Out 2019-12-31
VANGUARD GROUP INC 0 4,415 Sold Out 2019-12-31
GOLUB GROUP LLC 0 2,043 Sold Out 2019-12-31
AXA 0 308,100 Sold Out 2019-12-31
Virtu Financial LLC 0 3,888 Sold Out 2019-12-31
Partnervest Advisory Services LLC 0 3,710 Sold Out 2019-12-31
Gradient Investments LLC 0 170 Sold Out 2019-12-31
USCA RIA LLC 0 87 Sold Out 2019-12-31
Pennsylvania Trust Co 0 1,944 Sold Out 2019-12-31
Stearns Financial Services Group 0 17 Sold Out 2019-12-31
BBK Capital Partners, LLC 0 3,186 Sold Out 2019-12-31
Advisory Alpha, LLC 0 28 Sold Out 2019-12-31
VALLEY NATIONAL ADVISERS INC 0 32 Sold Out 2019-12-31
ROPES WEALTH ADVISORS LLC 0 3,570 Sold Out 2019-12-31
Bishop & Co Investment Management, LLC 0 2,343 Sold Out 2019-12-31
Cottage Street Advisors LLC 0 1,796 Sold Out 2019-12-31
Horan Securities, Inc. 0 45 Sold Out 2019-12-31
Heritage Trust Co 0 8,206 Sold Out 2019-12-31
Vista Private Wealth Partners. LLC 0 429 Sold Out 2019-12-31
Sequoia Wealth Management, LLC 0 1,798 Sold Out 2019-12-31
Towerpoint Wealth, LLC 0 1,127 Sold Out 2019-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 4,798 Sold Out 2019-12-31
Truvestments Capital LLC 0 261 Sold Out 2019-12-31
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 0 2,506 Sold Out 2019-12-31
Vestmark Advisory Solutions, Inc. 0 1,802 Sold Out 2019-12-31
Thor Advisors, LLC 0 947 Sold Out 2019-12-31
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