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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
M&R CAPITAL MANAGEMENT INC 615 615 No Change 2020-06-30
Cox Capital Co LLC 0 330 Sold Out 2020-06-30
Betterment LLC 7,699,724 7,979,664 4% 2020-03-31
Amerivest Investment Management LLC 2,784,957 2,646,557 5% 2020-03-31
TIAA, FSB 1,368 1,274 7% 2020-03-31
JONES FINANCIAL COMPANIES LLLP 2,240,064 1,920,384 17% 2020-03-31
ENVESTNET ASSET MANAGEMENT INC 1,765,334 1,791,055 1% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 937,601 931,741 1% 2020-03-31
WELLS FARGO & CO/MN 1,449,719 1,442,090 1% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 272 616,552 100% 2020-03-31
UBS Group AG 1,228,293 1,236,558 1% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 1,023,394 874,520 17% 2020-03-31
STEPHENS GROUP ASSET MANAGEMENT, LLC 784,554 736,168 7% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 708,098 592,209 20% 2020-03-31
Warren Averett Asset Management, LLC 627,477 547,199 15% 2020-03-31
LPL Financial CORP 524,017 549,903 5% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 506,755 417,306 21% 2020-03-31
Money Design Co.,Ltd. 373,353 298,116 25% 2020-03-31
Morningstar Investment Services, Inc. 351,639 394,564 11% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 336,037 412,744 19% 2020-03-31
Creative Planning 0 173,885 Sold Out 2020-03-31
Summit Financial, LLC 293,706 290,018 1% 2020-03-31
LINCOLN NATIONAL CORP 280,692 248,276 13% 2020-03-31
MML INVESTORS SERVICES, LLC 244,382 252,430 3% 2020-03-31
Krilogy Financial LLC 228,646 3,090 7,300% 2020-03-31
CONDOR CAPITAL MANAGEMENT 218,525 218,576 0% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 206,812 155,472 33% 2020-03-31
Baird Financial Group, Inc. 770 0 New Buy 2020-03-31
FORTE CAPITAL LLC /ADV 167,437 175,340 5% 2020-03-31
Private Advisor Group, LLC 166,915 158,649 5% 2020-03-31
J P MORGAN CHASE & CO 162,640 169,244 4% 2020-03-31
RAYMOND JAMES & ASSOCIATES 162,565 149,766 9% 2020-03-31
COLONY GROUP LLC 158,840 39,499 302% 2020-03-31
Private Capital Group, LLC 152,648 141,566 8% 2020-03-31
Marotta Asset Management 150,419 146,800 2% 2020-03-31
US BANCORP DE 149,604 0 New Buy 2020-03-31
BLAIR WILLIAM & CO/IL 138,754 234,078 41% 2020-03-31
Evensky & Katz, Inc. 133,662 14,241 839% 2020-03-31
Symmetry Partner, LLC 131,553 116,097 13% 2020-03-31
Lutz Financial Services LLC 130,174 27,646 371% 2020-03-31
BHK Investment Advisors, LLC 127,174 116,803 9% 2020-03-31
Capital Advantage, Inc. 125,665 123,059 2% 2020-03-31
AdvicePeriod, LLC 124,003 163,172 24% 2020-03-31
SAGE FINANCIAL GROUP INC 110,247 123,013 10% 2020-03-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 100,892 2,418 4,073% 2020-03-31
KWMG, LLC 99,468 98,597 1% 2020-03-31
SVA Plumb Wealth Management, LLC 96,113 87,323 10% 2020-03-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 89,445 74,816 20% 2020-03-31
DERBY & COMPANY, INC 86,723 82,812 5% 2020-03-31
Brickley Wealth Management 84,372 84,507 0% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 82,359 72,439 14% 2020-03-31
Total Wealth Planning, LLC 80,335 46,918 71% 2020-03-31
Ledyard National Bank 78,483 81,848 4% 2020-03-31
SNS Financial Group, LLC 78,044 90,157 13% 2020-03-31
WoodTrust Financial Corp 77,169 84,210 8% 2020-03-31
Asset Management Group, Inc. 76,947 70,980 8% 2020-03-31
FIFTH THIRD BANCORP 75,768 88,467 14% 2020-03-31
ROOF EIDAM & MAYCOCK/ADV 72,005 72,430 1% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 71,593 57,059 25% 2020-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 69,200 71,678 3% 2020-03-31
Biltmore Capital Advisors LLC 66,502 64,016 4% 2020-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 62,223 60,350 3% 2020-03-31
Hanson McClain, Inc. 60,816 599 10,053% 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 60,320 0 New Buy 2020-03-31
Burns Wealth Management, Inc. 59,685 60,015 1% 2020-03-31
FIRST AMERICAN TRUST CO 59,247 62,494 5% 2020-03-31
Susquehanna International Group, LLP 59,037 14,338 312% 2020-03-31
Relaxing Retirement Coach 57,412 97,603 41% 2020-03-31
Magnus Financial Group LLC 56,428 52,916 7% 2020-03-31
UMB BANK N A/MO 54,947 56,974 4% 2020-03-31
Pure Financial Advisors, Inc. 54,858 72,145 24% 2020-03-31
NEXT Financial Group, Inc 54,846 47,952 14% 2020-03-31
Yale Capital CORP 54,410 42,138 29% 2020-03-31
Bank of New York Mellon CORP 52,696 54,648 4% 2020-03-31
OLD NATIONAL BANCORP /IN/ 52,611 49,118 7% 2020-03-31
Global Financial Private Capital, LLC 51,733 55,282 6% 2020-03-31
Chicago Partners Investment Group LLC 50,966 46,326 10% 2020-03-31
Southern Wealth Management, LLP 49,482 0 New Buy 2020-03-31
Johanson Financial Advisors, Inc. 46,609 5,795,443 99% 2020-03-31
DAVENPORT & CO LLC 46,576 41,576 12% 2020-03-31
ALESCO ADVISORS LLC 46,168 11,781 292% 2020-03-31
COMMERCE BANK N A/MO 45,719 43,317 6% 2020-03-31
Ellevest, Inc. 5,943 4,074 46% 2020-03-31
Mariner Wealth Advisors, LLC 45,638 39,737 15% 2020-03-31
EP Wealth Advisors, Inc. 44,258 57,699 23% 2020-03-31
Wolff Financial Management LLC 44,194 38,715 14% 2020-03-31
ProVise Management Group, LLC 44,137 44,133 0% 2020-03-31
Manchester Capital Management LLC 42,232 69,027 39% 2020-03-31
JNBA Financial Advisors 40,426 49,097 18% 2020-03-31
ETRADE Capital Management LLC 794 716 11% 2020-03-31
Financial Advisory Service, Inc. 38,010 39,913 5% 2020-03-31
DAVIDSON D A & CO 36,683 34,604 6% 2020-03-31
PITTENGER & ANDERSON INC 36,648 40,600 10% 2020-03-31
SOL Capital Management CO 35,945 37,955 5% 2020-03-31
GIRARD PARTNERS LTD. 35,826 34,847 3% 2020-03-31
AE Wealth Management LLC 35,520 57,511 38% 2020-03-31
UNIONBANCAL CORP 35,514 50,396 30% 2020-03-31
Spearhead Capital Advisors, LLC 35,465 96,400 63% 2020-03-31
Redhawk Wealth Advisors, Inc. 35,427 36,043 2% 2020-03-31
Burleson & Company, LLC 35,124 32,925 7% 2020-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 34,954 24,948 40% 2020-03-31
Well Done, LLC 31,612 46,841 33% 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 30,860 0 New Buy 2020-03-31
Ifrah Financial Services, Inc. 30,246 29,939 1% 2020-03-31
Johnson Financial Group, Inc. 30,181 32,725 8% 2020-03-31
White Lighthouse Investment Management Inc. 29,520 28,689 3% 2020-03-31
Janney Montgomery Scott LLC 29,227 44,848 35% 2020-03-31
CX Institutional 29,039 24,824 17% 2020-03-31
JANE STREET GROUP, LLC 28,846 0 New Buy 2020-03-31
Millburn Ridgefield Corp 28,055 27,807 1% 2020-03-31
Sigma Planning Corp 27,969 29,704 6% 2020-03-31
Nachman Norwood & Parrott, Inc 26,879 28,101 4% 2020-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 25,820 23,879 8% 2020-03-31
Cornerstone Advisory, LLP 0 30,475 Sold Out 2020-03-31
Krasney Financial LLC 24,941 25,820 3% 2020-03-31
Mosaic Family Wealth, LLC 24,838 19,893 25% 2020-03-31
Black Diamond Financial, LLC 24,322 32,222 25% 2020-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 24,203 24,339 1% 2020-03-31
Financial Engines Advisors L.L.C. 23,968 0 New Buy 2020-03-31
BDO Wealth Advisors, LLC 22,307 20,701 8% 2020-03-31
Regal Investment Advisors, LLC 21,875 26,566 18% 2020-03-31
FDx Advisors, Inc. 21,511 6,635 224% 2020-03-31
CREDIT SUISSE/ 21,394 1,752 1,121% 2020-03-31
Dougherty Wealth Advisers LLC 21,050 20,234 4% 2020-03-31
Asset Planning Services, Ltd. 20,992 20,884 1% 2020-03-31
Cetera Investment Advisers 20,954 20,850 0% 2020-03-31
Quaker Wealth Management, LLC 20,851 12,111 72% 2020-03-31
First Allied Advisory Services, Inc. 20,822 21,951 5% 2020-03-31
Financial Network 20,416 19,559 4% 2020-03-31
HARBOR INVESTMENT ADVISORY, LLC 20,352 15,490 31% 2020-03-31
Texas Capital Bank Wealth Management Services Inc 19,871 19,871 No Change 2020-03-31
Day & Ennis, LLC 19,363 19,577 1% 2020-03-31
AdvisorNet Financial, Inc 19,346 16,979 14% 2020-03-31
Emerald Investment Partners, LLC 19,226 19,914 3% 2020-03-31
Financial Advocates Investment Management 19,180 8,374 129% 2020-03-31
FIRST UNITED BANK TRUST/ 19,150 14,637 31% 2020-03-31
Edmonds Duncan Registered Investment Advisors, LLC 19,032 0 New Buy 2020-03-31
Houlihan Financial Resource Group, Ltd. 18,256 12,139 50% 2020-03-31
HighTower Advisors, LLC 17,897 18,495 3% 2020-03-31
Maltin Wealth Management, Inc. 17,869 123 14,428% 2020-03-31
Atlas Brown,Inc. 17,734 17,564 1% 2020-03-31
BANK OF HAWAII 17,708 20,681 14% 2020-03-31
Goss Wealth Management LLC 17,369 15,937 9% 2020-03-31
Stokes Family Office, LLC 16,808 17,829 6% 2020-03-31
HYA Advisors, Inc 16,740 0 New Buy 2020-03-31
FINANCIAL COUNSELORS INC 16,637 14,500 15% 2020-03-31
Northeast Financial Consultants Inc 16,591 17,224 4% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 0 15,414 Sold Out 2020-03-31
CITIGROUP INC 16,210 16,035 1% 2020-03-31
BANK OF MONTREAL /CAN/ 15,904 14,653 9% 2020-03-31
Bangor Savings Bank 15,649 15,647 0% 2020-03-31
Ironsides Asset Advisors, LLC 14,801 26,986 45% 2020-03-31
AMERITAS INVESTMENT CORP 14,536 14,822 2% 2020-03-31
Wellspring Financial Advisors, LLC 13,793 0 New Buy 2020-03-31
IHT Wealth Management, LLC 13,780 14,501 5% 2020-03-31
JMG Financial Group, Ltd. 13,710 13,710 No Change 2020-03-31
American Institute for Advanced Investment Management, LLP 13,622 20,329 33% 2020-03-31
AIMZ Investment Advisors, LLC 13,577 13,111 4% 2020-03-31
Foundations Investment Advisors, LLC 13,542 260,360 95% 2020-03-31
NORTHSTAR ASSET MANAGEMENT LLC 13,537 15,751 14% 2020-03-31
Provident Wealth Management, LLC 13,338 12,946 3% 2020-03-31
Bridgeworth, LLC 13,299 11,302 18% 2020-03-31
Cedar Brook Financial Partners, LLC 13,207 13,164 0% 2020-03-31
ASSOCIATED BANC-CORP 12,700 11,391 11% 2020-03-31
National Asset Management, Inc. 12,680 1,692 649% 2020-03-31
Argent Trust Co 12,522 16,749 25% 2020-03-31
STALEY CAPITAL ADVISERS INC 12,339 11,439 8% 2020-03-31
Alpha Omega Wealth Management LLC 12,313 11,717 5% 2020-03-31
FLAGSHIP HARBOR ADVISORS, LLC 11,897 12,354 4% 2020-03-31
Pathway Financial Advisors LLC 11,743 11,743 No Change 2020-03-31
CAPITAL ONE FINANCIAL CORP 11,728 0 New Buy 2020-03-31
WHITTIER TRUST CO 11,590 12,788 9% 2020-03-31
Coconut Grove Bank 11,456 14,304 20% 2020-03-31
Multi-Financial Securities Corp 10,921 11,500 5% 2020-03-31
SMITHFIELD TRUST CO 10,854 11,250 4% 2020-03-31
EATON VANCE MANAGEMENT 10,754 10,954 2% 2020-03-31
Ballentine, Finn & Company, Inc. 10,719 10,719 No Change 2020-03-31
GRIMES & COMPANY, INC. 10,695 10,655 0% 2020-03-31
Biltmore Family Office, LLC 10,530 12,882 18% 2020-03-31
Petix & Botte Co 10,284 10,794 5% 2020-03-31
360 Financial, Inc. 10,246 10,348 1% 2020-03-31
RAYMOND JAMES TRUST CO 10,155 2,687 278% 2020-03-31
CAMG Solamere Management, LLC 10,155 11,007 8% 2020-03-31
Opes Wealth Management LLC 10,101 8,404 20% 2020-03-31
PACIFIC SUN FINANCIAL CORP 10,100 9,325 8% 2020-03-31
CULBERTSON A N & CO INC 9,929 9,690 2% 2020-03-31
SYNOVUS FINANCIAL CORP 9,911 1,796 452% 2020-03-31
Rockefeller Capital Management L.P. 9,891 18,134 45% 2020-03-31
Wealth Alliance 9,735 0 New Buy 2020-03-31
Strategic Financial Group, LLC 9,693 8,012 21% 2020-03-31
Wells Trecaso Financial Group, LLC 9,548 8,853 8% 2020-03-31
PFG Advisors 9,508 13,179 28% 2020-03-31
WALLER FINANCIAL PLANNING GROUP, INC 9,356 7,006 34% 2020-03-31
CAPITAL WEALTH MANAGEMENT, LLC 8,901 7,380 21% 2020-03-31
Checchi Capital Advisers, LLC 8,776 6,091 44% 2020-03-31
Steward Partners Investment Advisory, LLC 8,741 9,492 8% 2020-03-31
Glenview Trust Co 8,734 8,208 6% 2020-03-31
Massey, Quick & Co., LLC 8,604 9,385 8% 2020-03-31
Foster Victor Wealth Advisors, LLC 8,537 7,919 8% 2020-03-31
KAYS FINANCIAL ADVISORY CORP /ADV 8,258 26,192 68% 2020-03-31
Beacon Pointe Advisors, LLC 8,223 8,411 2% 2020-03-31
Paragon Capital Management Ltd 8,205 8,200 0% 2020-03-31
Stratos Wealth Partners, LTD. 8,167 8,802 7% 2020-03-31
Clear Harbor Asset Management, LLC 8,037 7,132 13% 2020-03-31
MONECO Advisors, LLC 8,035 9,557 16% 2020-03-31
Private Wealth Advisors, LLC 8,027 5,447 47% 2020-03-31
Financial Architects, Inc 8,018 8,754 8% 2020-03-31
TIEMANN INVESTMENT ADVISORS, LLC 7,936 9,993 21% 2020-03-31
Integrated Advisors Network LLC 7,721 7,721 No Change 2020-03-31
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 7,053 17,594 60% 2020-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 7,705 11,558 33% 2020-03-31
WRAPMANAGER INC 7,704 11,380 32% 2020-03-31
WHITTIER TRUST CO OF NEVADA INC 7,675 8,130 6% 2020-03-31
First National Bank of Mount Dora, Trust Investment Services 7,674 7,674 No Change 2020-03-31
Portfolio Solutions 7,644 7,340 4% 2020-03-31
Professional Financial Advisors, LLC 7,631 3,319 130% 2020-03-31
Acropolis Investment Management, LLC 7,628 7,609 0% 2020-03-31
Windham Capital Management, LLC 7,500 7,500 No Change 2020-03-31
55I, LLC 7,453 0 New Buy 2020-03-31
BRIGHTON JONES LLC 7,383 7,191 3% 2020-03-31
MidWestOne Financial Group, Inc. 7,341 5,692 29% 2020-03-31
STEPHENS INC /AR/ 7,217 7,297 1% 2020-03-31
Capital Advisors, Ltd. LLC 7,075 7,008 1% 2020-03-31
180 WEALTH ADVISORS, LLC 6,890 5,219 32% 2020-03-31
Patriot Investment Management Inc. 6,888 12,877 47% 2020-03-31
Oliver Luxxe Assets LLC 6,800 5,923 15% 2020-03-31
Certified Advisory Corp 6,751 4,937 37% 2020-03-31
Baldwin Investment Management, LLC 6,705 6,690 0% 2020-03-31
Hochman Cole Investment Advisors, Inc. 6,653 6,653 No Change 2020-03-31
Carmichael Hill & Associates, Inc. 6,649 6,642 0% 2020-03-31
Paracle Advisors, LLC 6,637 0 New Buy 2020-03-31
TPG Financial Advisors, LLC 6,568 6,409 2% 2020-03-31
Harborview Advisors, LLC 6,329 2,329 172% 2020-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 6,312 9,361 33% 2020-03-31
Adviser Investments LLC 6,125 118,945 95% 2020-03-31
Kovack Advisors, Inc. 6,040 4,995 21% 2020-03-31
Buckingham Asset Management, LLC 6,001 9,793 39% 2020-03-31
Milestone Group, Inc. 5,997 0 New Buy 2020-03-31
DONALDSON CAPITAL MANAGEMENT, LLC 5,965 6,487 8% 2020-03-31
Strategic Investment Advisors / MI 5,883 4,870 21% 2020-03-31
Windsor Group LTD 5,818 6,465 10% 2020-03-31
Joseph P. Lucia & Associates, LLC 5,745 6,571 13% 2020-03-31
RSM US WEALTH MANAGEMENT LLC 5,743 0 New Buy 2020-03-31
ANCHOR CAPITAL ADVISORS INC 5,736 0 New Buy 2020-03-31
FormulaFolio Investments, LLC 5,676 11,224 49% 2020-03-31
9258 Wealth Management, LLC 5,671 0 New Buy 2020-03-31
VERUS CAPITAL PARTNERS, LLC 5,671 6,837 17% 2020-03-31
Edge Capital Group, LLC 5,628 5,628 No Change 2020-03-31
Paradigm Financial Advisors, LLC 5,577 5,288 5% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 5,565 6,761 18% 2020-03-31
Veritable, L.P. 5,467 2,700 102% 2020-03-31
Capital Square, LLC 5,385 4,766 13% 2020-03-31
Rex Capital Advisors, LLC 5,373 5,373 No Change 2020-03-31
WMS Partners, LLC 5,301 4,502 18% 2020-03-31
ERn Financial, LLC 5,106 3,500 46% 2020-03-31
NICOLET BANKSHARES INC 0 7,046 Sold Out 2020-03-31
LPWM LLC 4,991 0 New Buy 2020-03-31
H D Vest Advisory Services 4,757 4,206 13% 2020-03-31
HAMEL ASSOCIATES, INC. 4,755 34,747 86% 2020-03-31
McNamara Financial Services, Inc. 4,688 0 New Buy 2020-03-31
NWAM LLC 4,569 4,608 1% 2020-03-31
IFP Advisors, Inc 4,535 7,089 36% 2020-03-31
Connecticut Wealth Management, LLC 4,485 4,485 No Change 2020-03-31
Compton Wealth Advisory Group, LLC 4,402 0 New Buy 2020-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,318 0 New Buy 2020-03-31
Partnervest Advisory Services LLC 4,288 0 New Buy 2020-03-31
Pensionmark Financial Group, LLC 4,221 4,234 0% 2020-03-31
DOWLING & YAHNKE INC 4,101 1,699 141% 2020-03-31
Verdence Capital Advisors LLC 0 2,263 Sold Out 2020-03-31
Calamos Wealth Management LLC 4,060 3,780 7% 2020-03-31
CAPTRUST FINANCIAL ADVISORS 3,999 0 New Buy 2020-03-31
Beacon Financial Advisory LLC 3,986 4,190 5% 2020-03-31
Ford Financial Group, Inc. 3,980 3,497 14% 2020-03-31
Perigon Wealth Management, LLC 3,968 2,662 49% 2020-03-31
GARRISON POINT ADVISORS, LLC 3,955 3,955 No Change 2020-03-31
SeaCrest Wealth Management, LLC 3,950 6,984 43% 2020-03-31
Essex Savings Bank 3,661 6,124 40% 2020-03-31
Center for Financial Planning, Inc. 3,637 4,269 15% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 3,610 0 New Buy 2020-03-31
BCS Wealth Management 3,608 3,608 No Change 2020-03-31
IFG Advisory, LLC 3,599 3,389 6% 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 3,597 3,511 2% 2020-03-31
Integrated Wealth Concepts LLC 3,571 3,348 7% 2020-03-31
CENTAURUS FINANCIAL, INC. 3,570 3,746 5% 2020-03-31
S.A. Mason LLC 3,555 3,640 2% 2020-03-31
PRUDENTIAL CORP PLC 3,540 4,440 20% 2020-03-31
Heartwood Wealth Advisors LLC 3,533 3,533 No Change 2020-03-31
MERCER GLOBAL ADVISORS INC /ADV 3,451 117,868 97% 2020-03-31
Integer Wealth Advisors Group LLC 3,408 0 New Buy 2020-03-31
Meridian Wealth Management, LLC 3,393 1,877 81% 2020-03-31
REGIONS FINANCIAL CORP 3,388 3,644 7% 2020-03-31
WP Advisors, LLC 3,382 3,351 1% 2020-03-31
SONATA CAPITAL GROUP INC 3,300 3,300 No Change 2020-03-31
OBERMEYER ASSET MANAGEMENT CO 3,200 3,000 7% 2020-03-31
Laurel Wealth Advisors, Inc. 3,197 3,228 1% 2020-03-31
Plancorp, LLC 3,185 4,314 26% 2020-03-31
SignalPoint Asset Management, LLC 3,167 4,400 28% 2020-03-31
BOENNING & SCATTERGOOD, INC. 3,152 2,783 13% 2020-03-31
Alexandria Capital, LLC 3,083 3,061 1% 2020-03-31
Busey Trust CO 3,060 3,060 No Change 2020-03-31
Key FInancial Inc 3,050 0 New Buy 2020-03-31
NICOLET ADVISORY SERVICES, LLC 3,009 3,848 22% 2020-03-31
Lido Advisors, LLC 3,007 2,063 46% 2020-03-31
Baker Ellis Asset Management LLC 3,005 4,785 37% 2020-03-31
Scott & Selber, Inc. 3,000 3,000 No Change 2020-03-31
Hubbell Strickland Wealth Management, LLC 2,946 2,919 1% 2020-03-31
Sequoia Financial Advisors, LLC 2,910 2,973 2% 2020-03-31
DEUTSCHE BANK AG 2,900 3,270 11% 2020-03-31
Csenge Advisory Group 2,888 2,467 17% 2020-03-31
Merit Financial Group, LLC 2,868 2,936 2% 2020-03-31
Homrich & Berg 2,866 17,157 83% 2020-03-31
Strategic Wealth Partners Group LLC 2,861 2,946 3% 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 2,856 2,487 15% 2020-03-31
Sontag Advisory, LLC 2,856 0 New Buy 2020-03-31
FCG ADVISORS, LLC 2,838 2,819 1% 2020-03-31
Valeo Financial Advisors, LLC 2,826 1,715 65% 2020-03-31
MISSION WEALTH MANAGEMENT, LLC 2,815 0 New Buy 2020-03-31
Meristem, LLP 2,794 2,794 No Change 2020-03-31
Horizon Investment Services, LLC 2,788 2,683 4% 2020-03-31
Bigelow Investment Advisors, LLC 2,776 2,996 7% 2020-03-31
M&T BANK CORP 2,771 0 New Buy 2020-03-31
Wambolt & Associates, LLC 2,730 3,429 20% 2020-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 2,711 2,008 35% 2020-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,707 2,472 10% 2020-03-31
Personal Capital Advisors Corp 2,668 1,978 35% 2020-03-31
Cable Hill Partners, LLC 2,660 2,760 4% 2020-03-31
FIRST NATIONAL TRUST CO 2,617 0 New Buy 2020-03-31
WAYNE HUMMER INVESTMENTS L.L.C. 2,615 1,855 41% 2020-03-31
TCF National Bank 2,608 2,433 7% 2020-03-31
SkyOak Wealt, LLC 2,606 0 New Buy 2020-03-31
HAVERFORD TRUST CO 2,594 3,093 16% 2020-03-31
COURIER CAPITAL CORP 2,550 2,529 1% 2020-03-31
Klingman & Associates, LLC 2,537 2,233 14% 2020-03-31
FIRST MANHATTAN CO 2,524 2,314 9% 2020-03-31
Nadler Financial Group, Inc. 2,512 1,692 48% 2020-03-31
Zhang Financial LLC 2,504 2,491 1% 2020-03-31
New England Professional Planning Group Inc. 2,491 2,491 No Change 2020-03-31
S&T BANK/PA 2,464 2,464 No Change 2020-03-31
Paradigm Financial Partners, LLC 2,458 4,958 50% 2020-03-31
TCI Wealth Advisors, Inc. 2,183 1,229 78% 2020-03-31
Global Retirement Partners, LLC 1,981 1,403 41% 2020-03-31
MCF Advisors LLC 1,816 1,816 No Change 2020-03-31
Winslow, Evans & Crocker, Inc. 1,730 1,332 30% 2020-03-31
CWM, LLC 1,674 1,470 14% 2020-03-31
BP WEALTH MANAGEMENT, LLC 1,664 1,664 No Change 2020-03-31
PROEQUITIES, INC. 1,600 2,440 34% 2020-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,559 1,379 13% 2020-03-31
ATWOOD & PALMER INC 1,490 1,490 No Change 2020-03-31
BESSEMER GROUP INC 1,390 1,390 No Change 2020-03-31
Sonora Investment Management, LLC 1,354 1,354 No Change 2020-03-31
TSFG, LLC 1,282 1,285 0% 2020-03-31
Prime Capital Investment Advisors, LLC 1,270 1,465 13% 2020-03-31
ATTICUS WEALTH MANAGEMENT, LLC 1,230 1,435 14% 2020-03-31
Cutler Group LP 200 0 New Buy 2020-03-31
Allred Capital Management, LLC 1,182 2,396 51% 2020-03-31
DUNCKER STREETT & CO INC 1,156 1,156 No Change 2020-03-31
Archer Investment Corp 50 563 91% 2020-03-31
SIGNATUREFD, LLC 1,140 1,271 10% 2020-03-31
Ancora Advisors, LLC 1,124 0 New Buy 2020-03-31
Legacy Bridge, LLC 1,085 1,085 No Change 2020-03-31
Wealthcare Advisory Partners LLC 1,052 713 48% 2020-03-31
Capital Bank & Trust Co 1,017 0 New Buy 2020-03-31
Brand Asset Management Group, Inc. 990 990 No Change 2020-03-31
Hartland & Co., LLC 985 0 New Buy 2020-03-31
FARMERS & MERCHANTS INVESTMENTS INC 983 1,968 50% 2020-03-31
First PREMIER Bank 978 978 No Change 2020-03-31
Jackson, Grant Investment Advisers, Inc. 945 937 1% 2020-03-31
North Star Investment Management Corp. 941 1,651 43% 2020-03-31
Coastal Capital Group, Inc. 925 1,592 42% 2020-03-31
TRUEWEALTH LLC 924 924 No Change 2020-03-31
Baystate Wealth Management LLC 918 1,585 42% 2020-03-31
Carroll Financial Associates, Inc. 904 903 0% 2020-03-31
Firestone Capital Management 885 1,000 12% 2020-03-31
Lakeview Capital Partners, LLC 875 922 5% 2020-03-31
Plante Moran Financial Advisors Ltd Partnership 840 807 4% 2020-03-31
Covington Capital Management 840 890 6% 2020-03-31
Golden State Wealth Management, LLC 827 0 New Buy 2020-03-31
Pacitti Group Inc. 821 4,212 81% 2020-03-31
Parallel Advisors, LLC 809 841 4% 2020-03-31
Legacy Wealth Planning, LLC 778 9,519 92% 2020-03-31
Disciplined Investments, LLC 710 0 New Buy 2020-03-31
CBIZ Investment Advisory Services, LLC 688 688 No Change 2020-03-31
Parkside Financial Bank & Trust 662 63 951% 2020-03-31
Bank Julius Baer & Co. Ltd, Zurich 651 0 New Buy 2020-03-31
Berman Capital Advisors, LLC 650 650 No Change 2020-03-31
TRUST CO OF VERMONT 563 207 172% 2020-03-31
Jacobi Capital Management LLC 537 801 33% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 523 0 New Buy 2020-03-31
REILLY FINANCIAL ADVISORS, LLC 520 520 No Change 2020-03-31
EPG Wealth Management LLC 506 554 9% 2020-03-31
BerganKDV Wealth Management, LLC 440 440 No Change 2020-03-31
Arden Trust Co 440 0 New Buy 2020-03-31
Cordasco Financial Network 355 355 No Change 2020-03-31
Community Bank, N.A. 354 354 No Change 2020-03-31
BENJAMIN EDWARDS INC 352 130 171% 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 340 21 1,519% 2020-03-31
LS Investment Advisors, LLC 321 321 No Change 2020-03-31
HC FINANCIAL ADVISORS INC 317 0 New Buy 2020-03-31
Capital Asset Advisory Services LLC 306 404 24% 2020-03-31
Braun-Bostich & Associates Inc. 288 288 No Change 2020-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 285 475 40% 2020-03-31
Aptus Capital Advisors, LLC 263 263 No Change 2020-03-31
Arkadios Wealth Advisors 262 0 New Buy 2020-03-31
MOTCO 247 0 New Buy 2020-03-31
SIMPLEX TRADING, LLC 246 0 New Buy 2020-03-31
Sowell Financial Services LLC 245 1,818 87% 2020-03-31
Kistler-Tiffany Companies, LLC 234 234 No Change 2020-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 231 324 29% 2020-03-31
WASHINGTON TRUST CO 209 0 New Buy 2020-03-31
Carolina Wealth Advisors, LLC 201 480 58% 2020-03-31
LifePlan Financial Group, Inc 197 195 1% 2020-03-31
Paragon Capital Management LLC 195 0 New Buy 2020-03-31
BALLAST ADVISORS LLC 191 191 No Change 2020-03-31
Capital Investment Advisory Services, LLC 189 2,363 92% 2020-03-31
MV Capital Management, Inc. 186 0 New Buy 2020-03-31
Berkshire Money Management, Inc. 185 0 New Buy 2020-03-31
Financial Gravity Wealth, Inc. 184 180 2% 2020-03-31
Ironwood Wealth Management, llc 180 369 51% 2020-03-31
Patriot Financial Group Insurance Agency, LLC 158 346 54% 2020-03-31
Harwood Advisory Group, LLC 154 0 New Buy 2020-03-31
Larson Financial Group LLC 148 134 10% 2020-03-31
Ellis Investment Partners, LLC 139 138 1% 2020-03-31
Barnett & Company, Inc. 100 100 No Change 2020-03-31
Front Row Advisors LLC 100 100 No Change 2020-03-31
Summit Investment Advisors, Inc. 89 88 1% 2020-03-31
HCR Wealth Advisors 87 87 No Change 2020-03-31
Global Trust Asset Management, LLC 87 85 2% 2020-03-31
Pacifica Partners Inc. 86 86 No Change 2020-03-31
MBE Wealth Management, LLC 82 0 New Buy 2020-03-31
Stratos Wealth Advisors, LLC 80 0 New Buy 2020-03-31
Capital Advisory Group Advisory Services, LLC 80 0 New Buy 2020-03-31
COUNTRY TRUST BANK 68 68 No Change 2020-03-31
SHINE INVESTMENT ADVISORY SERVICES INC 57 651 91% 2020-03-31
Asset Dedication, LLC 50 50 No Change 2020-03-31
Main Management LLC 47 23 104% 2020-03-31
Founders Capital Management 46 46 No Change 2020-03-31
Sowa Financial Group, Inc. 46 46 No Change 2020-03-31
Horan Securities, Inc. 45 0 New Buy 2020-03-31
PrairieView Partners, LLC 40 0 New Buy 2020-03-31
Capital Analysts, Inc. 39 143 73% 2020-03-31
HORIZON BANCORP /IN/ 37 37 No Change 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 35 0 New Buy 2020-03-31
Tortoise Investment Management, LLC 34 30 13% 2020-03-31
Cribstone Capital Management, LLC 31 232 87% 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 26 26 No Change 2020-03-31
Sound Income Strategies, LLC 25 0 New Buy 2020-03-31
Laurel Wealth Advisors LLC 24 0 New Buy 2020-03-31
D'Orazio & Associates, Inc. 22 22 No Change 2020-03-31
OPTIMUM INVESTMENT ADVISORS 21 9,524 100% 2020-03-31
Stratford Consulting, LLC 20 0 New Buy 2020-03-31
Stewardship Financial Advisors, LLC 14 14 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 12 22 45% 2020-03-31
Regal Wealth Group, Inc. 11 11 No Change 2020-03-31
Affiance Financial, LLC 8 20 60% 2020-03-31
HUNTINGTON NATIONAL BANK 7 1 600% 2020-03-31
Efficient Wealth Management LLC 2 0 New Buy 2020-03-31
Aspire Private Capital, LLC 1 1 No Change 2020-03-31
Prestige Wealth Management Group LLC 1 1 No Change 2020-03-31
Renaissance Technologies(Jim Simons) 0 9,400 Sold Out 2020-03-31
Vigilant Capital Management, LLC 0 1,355 Sold Out 2020-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 0 36,911 Sold Out 2020-03-31
BERKSHIRE ASSET MANAGEMENT INC/PA 0 1,809 Sold Out 2020-03-31
MEEDER ASSET MANAGEMENT INC 0 12 Sold Out 2020-03-31
Interactive Financial Advisors 0 827 Sold Out 2020-03-31
BRIDGES INVESTMENT MANAGEMENT INC 0 2,851 Sold Out 2020-03-31
BKD Wealth Advisors, LLC 0 3,540 Sold Out 2020-03-31
MOGY JOEL R INVESTMENT COUNSEL INC 0 2,160 Sold Out 2020-03-31
Truepoint, Inc. 0 8,335 Sold Out 2020-03-31
First Heartland Consultants, Inc. 0 2,383 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 5,331 Sold Out 2020-03-31
BLB&B Advisors, LLC 0 1,725 Sold Out 2020-03-31
WETHERBY ASSET MANAGEMENT INC 0 1,769 Sold Out 2020-03-31
ALPS ADVISERS INC 0 9,099 Sold Out 2020-03-31
PINNACLE FINANCIAL PARTNERS INC 0 3,972 Sold Out 2020-03-31
BBVA USA BANCSHARES INC 0 699 Sold Out 2020-03-31
Brown Advisory Securities, LLC 0 2,000 Sold Out 2020-03-31
Sandy Spring Bank 0 11 Sold Out 2020-03-31
Raymond James Financial Services Advisors, Inc. 0 127,485 Sold Out 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 698 Sold Out 2020-03-31
TD Capital Management LLC 0 326 Sold Out 2020-03-31
McKinley Carter Wealth Services, Inc. 0 1,082 Sold Out 2020-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 0 1,938 Sold Out 2020-03-31
SPC Financial, Inc. 0 48,700 Sold Out 2020-03-31
Pathstone Family Office, LLC 0 2,303 Sold Out 2020-03-31
Lubar & Co., Inc 0 26,360 Sold Out 2020-03-31
ARGI Investment Services, LLC 0 13,207 Sold Out 2020-03-31
Angeles Investment Advisors, LLC 0 10,895 Sold Out 2020-03-31
Institute for Wealth Management, LLC. 0 203 Sold Out 2020-03-31
Freestone Capital Holdings, LLC 0 4,132 Sold Out 2020-03-31
King Wealth Management Group, LLC 0 9,583 Sold Out 2020-03-31
Lenox Wealth Advisors, Inc. 0 110 Sold Out 2020-03-31
Strategic Advisors LLC 0 1,975 Sold Out 2020-03-31
Newman Dignan & Sheerar, Inc. 0 1,839 Sold Out 2020-03-31
Merriman Wealth Management, LLC 0 10,466 Sold Out 2020-03-31
Tillar-Wenstrup Advisors, LLC 0 34,173 Sold Out 2020-03-31
Covenant Multifamily Offices, LLC 0 7,573 Sold Out 2020-03-31
Moors & Cabot, Inc. 0 2,211 Sold Out 2020-03-31
Raab & Moskowitz Asset Management LLC 0 17 Sold Out 2020-03-31
PARK AVENUE SECURITIES LLC 0 29,533 Sold Out 2020-03-31
JRM Investment Counsel, LLC 0 2,533 Sold Out 2020-03-31
CAPROCK Group, Inc. 0 30,378 Sold Out 2020-03-31
Evanson Asset Management, LLC 0 1,855 Sold Out 2020-03-31
OGOREK ANTHONY JOSEPH /NY/ /ADV 0 8 Sold Out 2020-03-31
Koshinski Asset Management, Inc. 0 1,881 Sold Out 2020-03-31
First Personal Financial Services 0 113 Sold Out 2020-03-31
Ausdal Financial Partners, Inc. 0 1,731 Sold Out 2020-03-31
Independence Advisors, LLC 0 17 Sold Out 2020-03-31
WEALTHSOURCE PARTNERS, LLC 0 4,310 Sold Out 2020-03-31
FC Advisory LLC 0 2,599 Sold Out 2020-03-31
Good Life Advisors, LLC 0 1,749 Sold Out 2020-03-31
HPM Partners LLC 0 30,101 Sold Out 2020-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 0 1,953 Sold Out 2020-03-31
Independent Advisor Alliance 0 8,343 Sold Out 2020-03-31
Pinnacle Bank 0 790 Sold Out 2020-03-31
YorkBridge Wealth Partners, LLC 0 1,912 Sold Out 2020-03-31
Sterling Investment Advisors, Ltd. 0 388 Sold Out 2020-03-31
Crescent Grove Advisors, LLC 0 2,637 Sold Out 2020-03-31
Gs Investments, Inc. 0 5 Sold Out 2020-03-31
Tower View Investment Management & Research LLC 0 36 Sold Out 2020-03-31
Keeler THomas Management LLC 0 149 Sold Out 2020-03-31
Buckley Wealth Management, LLC 0 2,071 Sold Out 2020-03-31
Nikulski Financial, Inc. 0 2,433 Sold Out 2020-03-31
Taylor Hoffman Wealth Management 0 2,443 Sold Out 2020-03-31
Providence Capital Advisors, LLC 0 44 Sold Out 2020-03-31
Acorn Wealth Advisors, LLC 0 1,738 Sold Out 2020-03-31
Kendall Capital Management 0 4,054 Sold Out 2020-03-31
CABANA LLC 0 295,645 Sold Out 2020-03-31
We Are One Seven, LLC 0 1,854 Sold Out 2020-03-31
FINANCIAL LIFE ADVISORS 0 7,355 Sold Out 2020-03-31
F3Logic, LLC 0 2,240 Sold Out 2020-03-31
Winthrop Advisory Group LLC 0 2,211 Sold Out 2020-03-31
PLANNING DIRECTIONS INC 0 14,061 Sold Out 2020-03-31
Selective Wealth Management 0 576 Sold Out 2020-03-31
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 0 1,807 Sold Out 2020-03-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 0 7,610 Sold Out 2020-03-31
Foresight Wealth Management, LLC 0 2,441 Sold Out 2020-03-31
FLC Capital Advisors 0 2,974 Sold Out 2020-03-31
TrinityPoint Wealth, LLC 0 2,286 Sold Out 2020-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 0 91,729 Sold Out 2020-03-31
MorganRosel Wealth Management, LLC 0 18,893 Sold Out 2020-03-31
ANDERSON FISHER LLC 0 6,512 Sold Out 2020-03-31
Western Wealth Management, LLC 0 2,443 Sold Out 2020-03-31
Lake Point Wealth Management 0 1,280 Sold Out 2020-03-31
LIBERTY WEALTH MANAGEMENT LLC 0 62 Sold Out 2020-03-31
LITTLE HOUSE CAPITAL LLC 0 11,032 Sold Out 2020-03-31
Coastal Investment Advisors, Inc. 0 63 Sold Out 2020-03-31
Global Strategic Investment Solutions, LLC 0 2,023 Sold Out 2020-03-31
J.W. COLE ADVISORS, INC. 0 6,189 Sold Out 2020-03-31
Benchmark Wealth Management, LLC 0 1,946 Sold Out 2020-03-31
Kingsview Wealth Management, LLC 0 6,681 Sold Out 2020-03-31
LWS Wealth Advisors, Inc. 0 1,405 Sold Out 2020-03-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 0 84 Sold Out 2020-03-31
Anfield Capital Management, LLC 0 288 Sold Out 2020-03-31
Aberdeen Wealth Management LLC 0 60 Sold Out 2020-03-31
Total Clarity Wealth Management, Inc. 0 18 Sold Out 2020-03-31
Engrave Wealth Partners LLC 0 1,255 Sold Out 2020-03-31
TFG Advisers LLC 0 1,586 Sold Out 2020-03-31
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