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STOCK TICKER:
VANGUARD TTL ETF   (ticker: VTI)
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
National Mutual Insurance Federation of Agricultural Cooperatives 10,043,800 10,043,800 No Change 2020-06-30
Creative Planning 68,456 7,483,788 99% 2020-06-30
ENVESTNET ASSET MANAGEMENT INC 7,329,449 7,222,201 1% 2020-06-30
UBS Group AG 0 7,237,076 Sold Out 2020-06-30
Hanson McClain, Inc. 5,012,748 4,963,495 1% 2020-06-30
NIPPON LIFE INSURANCE CO 4,874,725 2,432,200 100% 2020-06-30
Ballentine, Finn & Company, Inc. 4,052,947 3,910,761 4% 2020-06-30
BKD Wealth Advisors, LLC 3,007,428 2,758,359 9% 2020-06-30
US BANCORP DE 2,500,384 2,505,204 0% 2020-06-30
Truepoint, Inc. 2,343,732 2,436,831 4% 2020-06-30
Financeware, Inc. 2,272,682 2,494,406 9% 2020-06-30
Morningstar Investment Services, Inc. 2,236,882 2,422,232 8% 2020-06-30
BRINKER CAPITAL INC 1,556,264 1,558,614 0% 2020-06-30
LINCOLN NATIONAL CORP 7,093 1,301,995 99% 2020-06-30
Raymond James Financial Services Advisors, Inc. 1,175,134 1,167,476 1% 2020-06-30
AEGON USA Investment Management, LLC 999,550 1,004,050 0% 2020-06-30
Gibson Capital Management, Ltd. 974,127 962,944 1% 2020-06-30
TIAA, FSB 500 500 No Change 2020-06-30
Comprehensive Portfolio Management, LLC 776,989 565,710 37% 2020-06-30
HighTower Advisors, LLC 695,611 630,598 10% 2020-06-30
Carlson Capital Management 688,981 691,424 0% 2020-06-30
Ellevest, Inc. 79,905 70,759 13% 2020-06-30
Filament LLC 619,940 0 New Buy 2020-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 600,305 594,400 1% 2020-06-30
RAYMOND JAMES & ASSOCIATES 575,116 579,758 1% 2020-06-30
Tanglewood Wealth Management, Inc. 553,563 473,589 17% 2020-06-30
AdvicePeriod, LLC 700 546,377 100% 2020-06-30
Elm Partners Management LLC 509,957 0 New Buy 2020-06-30
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 475,375 477,739 0% 2020-06-30
BEACON INVESTMENT ADVISORY SERVICES, INC. 470,515 480,335 2% 2020-06-30
BEACON INVESTMENT MANAGEMENT INC 470,506 485,188 3% 2020-06-30
MISSION WEALTH MANAGEMENT, LLC 440,190 444,047 1% 2020-06-30
VIEWPOINT INVESTMENT PARTNERS CORP 420,496 141,929 196% 2020-06-30
Buckingham Asset Management, LLC 412,882 309,108 34% 2020-06-30
CSat Investment Advisory, L.P. 408,994 0 New Buy 2020-06-30
TIEDEMANN WEALTH MANAGEMENT, LLC 408,078 623,368 35% 2020-06-30
PrairieView Partners, LLC 406,548 414,182 2% 2020-06-30
Annex Advisory Services, LLC 402,364 424,149 5% 2020-06-30
FIFTH THIRD BANCORP 390,111 390,616 0% 2020-06-30
ALPS ADVISERS INC 388,255 401,730 3% 2020-06-30
Lindbrook Capital, LLC 378,905 399,741 5% 2020-06-30
CAPROCK Group, Inc. 377,840 405,431 7% 2020-06-30
Diversified Portfolios, Inc. 360,496 358,615 1% 2020-06-30
Trellis Advisors, LLC 354,417 354,463 0% 2020-06-30
OXFORD FINANCIAL GROUP LTD 344,353 308,624 12% 2020-06-30
Hardy Reed LLC 339,411 305,905 11% 2020-06-30
LANDAAS & CO /WI /ADV 335,716 335,678 0% 2020-06-30
CONSOLIDATED PLANNING CORP 0 325,689 Sold Out 2020-06-30
Zhang Financial LLC 330,699 337,653 2% 2020-06-30
O'Brien Wealth Partners LLC 327,621 276,607 18% 2020-06-30
REGIONS FINANCIAL CORP 321,556 326,161 1% 2020-06-30
Sunesis Advisors, LLC 283,663 285,175 1% 2020-06-30
Roble, Belko & Company, Inc 281,569 299,651 6% 2020-06-30
Rezny Wealth Management, Inc. 281,510 237,723 18% 2020-06-30
PARK AVENUE SECURITIES LLC 276,854 0 New Buy 2020-06-30
Financial Advisory Service, Inc. 273,194 375,317 27% 2020-06-30
Sanctuary Wealth Management, L.L.C. 269,283 82,125 228% 2020-06-30
Compass Ion Advisors, LLC 268,125 2,259 11,769% 2020-06-30
CornerStone Partners LLC 262,778 239,460 10% 2020-06-30
Valmark Advisers, Inc. 254,397 235,413 8% 2020-06-30
Joel Isaacson & Co., LLC 244,495 229,559 7% 2020-06-30
Cresset Asset Management, LLC 231,720 0 New Buy 2020-06-30
University of Maryland Foundation, Inc. 231,555 231,555 No Change 2020-06-30
Trilogy Capital Inc. 222,748 227,785 2% 2020-06-30
Windham Capital Management, LLC 216,865 184,736 17% 2020-06-30
Smith & Howard Wealth Management, LLC 215,177 263,084 18% 2020-06-30
Astoria Strategic Wealth, Inc. 208,174 136,133 53% 2020-06-30
JMG Financial Group, Ltd. 205,298 207,429 1% 2020-06-30
Symmetry Partner, LLC 204,710 194,858 5% 2020-06-30
Litman Gregory Asset Management LLC 200,739 210,168 4% 2020-06-30
Legacy Private Trust Co. 200,205 167,215 20% 2020-06-30
ETF Portfolio Partners, Inc. 199,882 198,468 1% 2020-06-30
PROFFITT & GOODSON INC 198,616 203,877 3% 2020-06-30
Segment Wealth Management, LLC 196,464 133,502 47% 2020-06-30
Cedar Wealth Management, LLC 196,126 0 New Buy 2020-06-30
BESSEMER GROUP INC 187,460 188,897 1% 2020-06-30
Evanson Asset Management, LLC 186,495 179,500 4% 2020-06-30
SMITH, MOORE & CO. 185,321 0 New Buy 2020-06-30
EVOKE WEALTH, LLC 183,959 178,504 3% 2020-06-30
Apex Investment Services, Inc. 182,201 181,544 0% 2020-06-30
Wealthcare Advisory Partners LLC 174,957 177,341 1% 2020-06-30
DAVIDSON D A & CO 172,930 172,488 0% 2020-06-30
Evensky & Katz, Inc. 167,341 171,300 2% 2020-06-30
Cornerstone Wealth Management, LLC 165,302 0 New Buy 2020-06-30
MAI Wealth Advisors 164,485 167,358 2% 2020-06-30
WAGNER CAPITAL MANAGEMENT CORP 162,926 163,547 0% 2020-06-30
Winthrop Advisory Group LLC 162,056 152,075 7% 2020-06-30
First Ascent Asset Management, LLC 160,030 0 New Buy 2020-06-30
Apella Capital, LLC 157,869 152,953 3% 2020-06-30
Ford Financial Group, Inc. 157,765 156,852 1% 2020-06-30
SYM FINANCIAL CORPORATION 154,325 131,345 17% 2020-06-30
JONES FINANCIAL COMPANIES LLLP 53,559 207,975 74% 2020-06-30
NORTH STAR ASSET MANAGEMENT INC 152,583 150,990 1% 2020-06-30
Benchmark Financial Wealth Advisors, LLC 152,065 183,482 17% 2020-06-30
FLAGSHIP HARBOR ADVISORS, LLC 150,110 130,057 15% 2020-06-30
Northeast Financial Consultants Inc 149,179 147,992 1% 2020-06-30
Optas, LLC 148,064 192,765 23% 2020-06-30
Regent Peak Wealth Advisors LLC 147,923 141,615 4% 2020-06-30
AE Wealth Management LLC 143,389 79,560 80% 2020-06-30
Great Point Wealth Advisors, LLC 141,861 144,449 2% 2020-06-30
FINANCIAL COUNSELORS INC 140,238 140,332 0% 2020-06-30
Great Diamond Partners, LLC 139,973 143,428 2% 2020-06-30
VICTORY CAPITAL MANAGEMENT INC 137,425 302,169 55% 2020-06-30
EPIQ Capital Group, LLC 137,122 139,687 2% 2020-06-30
Estate Counselors, LLC 135,172 208,204 35% 2020-06-30
DUFF & PHELPS INVESTMENT MANAGEMENT CO 131,555 0 New Buy 2020-06-30
Pure Financial Advisors, Inc. 131,542 132,932 1% 2020-06-30
Diversified Trust Co 131,382 171,333 23% 2020-06-30
Peak Financial Management, Inc. 131,136 136,729 4% 2020-06-30
VERITY Wealth Advisors 129,365 84,620 53% 2020-06-30
BP WEALTH MANAGEMENT, LLC 90,148 87,666 3% 2020-06-30
Bartlett & Co. LLC 126,453 129,227 2% 2020-06-30
North Star Investment Management Corp. 126,159 119,608 5% 2020-06-30
CFG Asset Management LLC 124,999 112,661 11% 2020-06-30
COMMERCE BANK N A/MO 123,937 130,482 5% 2020-06-30
KEYBANK NATIONAL ASSOCIATION/OH 121,108 81,473 49% 2020-06-30
Parallel Advisors, LLC 120,714 106,169 14% 2020-06-30
H D Vest Advisory Services 118,465 125,337 5% 2020-06-30
Boston Standard Wealth Management, LLC 116,413 111,896 4% 2020-06-30
Shayne & Co., LLC 2,267 0 New Buy 2020-06-30
Stratos Wealth Partners, LTD. 113,528 113,796 0% 2020-06-30
Altus Wealth Management, LLC 111,790 0 New Buy 2020-06-30
SMITH CAPITAL MANAGEMENT INC /AR/ADV 108,626 116,198 7% 2020-06-30
Goss Wealth Management LLC 106,442 91,605 16% 2020-06-30
Pacific Center for Financial Services 104,570 0 New Buy 2020-06-30
Valeo Financial Advisors, LLC 104,100 107,065 3% 2020-06-30
Rosenberg Matthew Hamilton 103,635 86,813 19% 2020-06-30
Quantitative Advantage LLC 102,959 96,838 6% 2020-06-30
PINNACLE FINANCIAL PARTNERS INC 101,395 87,139 16% 2020-06-30
CWM, LLC 99,936 48,066 108% 2020-06-30
Country Club Trust Company, n.a. 8,810 87,000 90% 2020-06-30
REDW Stanley Financial Advisors LLC 96,445 44,342 118% 2020-06-30
Telos Capital Management, Inc. 96,345 98,419 2% 2020-06-30
Nadler Financial Group, Inc. 96,207 89,235 8% 2020-06-30
ELM ADVISORS, LLC 95,153 94,980 0% 2020-06-30
Sawtooth Asset Management, Inc. 94,780 0 New Buy 2020-06-30
Wade Financial Advisory, Inc 94,676 91,747 3% 2020-06-30
MorganRosel Wealth Management, LLC 94,084 99,502 5% 2020-06-30
WASHINGTON CAPITAL MANAGEMENT INC 93,554 109,948 15% 2020-06-30
Belpointe Asset Management LLC 93,170 0 New Buy 2020-06-30
Cornerstone Advisors, Inc. 90,998 90,878 0% 2020-06-30
IFG Advisory, LLC 90,131 84,866 6% 2020-06-30
Deseret Mutual Benefit Administrators 89,900 89,900 No Change 2020-06-30
FOSTER DYKEMA CABOT & CO INC/MA 86,261 87,273 1% 2020-06-30
OGOREK ANTHONY JOSEPH /NY/ /ADV 85,320 84,960 0% 2020-06-30
New England Private Wealth Advisors LLC 84,494 85,208 1% 2020-06-30
Elwood & Goetz Wealth Advisory Group, LLC 83,316 84,663 2% 2020-06-30
OBERMEYER ASSET MANAGEMENT CO 82,849 77,231 7% 2020-06-30
Quaker Wealth Management, LLC 82,823 64,072 29% 2020-06-30
Parisi Gray Wealth Management 82,516 83,815 2% 2020-06-30
Affiance Financial, LLC 79,580 77,402 3% 2020-06-30
Efficient Wealth Management LLC 76,672 77,942 2% 2020-06-30
Portland Global Advisors LLC 76,601 76,697 0% 2020-06-30
DUBUQUE BANK & TRUST CO 75,954 79,419 4% 2020-06-30
MERCER GLOBAL ADVISORS INC /ADV 75,463 49,381 53% 2020-06-30
Liberty Capital Management, Inc. 75,440 73,251 3% 2020-06-30
COZAD ASSET MANAGEMENT INC 74,949 0 New Buy 2020-06-30
Clarity Wealth Advisors, LLC 74,812 74,957 0% 2020-06-30
Redhawk Wealth Advisors, Inc. 74,738 55,582 34% 2020-06-30
N.E.W. Advisory Services LLC 74,734 0 New Buy 2020-06-30
M&T BANK CORP 73,384 78,456 6% 2020-06-30
JBJ Investment Partners, LLC 72,183 66,096 9% 2020-06-30
Gilbert & Cook, Inc. 71,827 81,746 12% 2020-06-30
TSFG, LLC 70,777 61,636 15% 2020-06-30
Integrated Wealth Concepts LLC 70,750 73,684 4% 2020-06-30
Lantz Financial LLC 70,015 78,947 11% 2020-06-30
LEAVELL INVESTMENT MANAGEMENT, INC. 69,914 68,521 2% 2020-06-30
Cambridge Advisors Inc. 69,753 68,790 1% 2020-06-30
Global Retirement Partners, LLC 68,868 76,390 10% 2020-06-30
Janney Montgomery Scott LLC 68,799 65,823 5% 2020-06-30
NORTHWEST WEALTH MANAGEMENT, LLC 68,679 69,063 1% 2020-06-30
SNS Financial Group, LLC 67,826 67,168 1% 2020-06-30
Rain Capital Management, LLC 67,754 92,147 26% 2020-06-30
Wealthsimple US, Ltd. 0 68,372 Sold Out 2020-06-30
Kistler-Tiffany Companies, LLC 67,212 61,094 10% 2020-06-30
SIGMA INVESTMENT COUNSELORS INC 67,052 64,556 4% 2020-06-30
HOWE & RUSLING INC 65,252 59,059 10% 2020-06-30
Investors Financial Group, LLC 65,070 70,241 7% 2020-06-30
First PREMIER Bank 64,949 61,554 6% 2020-06-30
Community Bank, N.A. 64,757 64,762 0% 2020-06-30
CONNING Asset Management Co. 63,981 63,981 No Change 2020-06-30
TCI Wealth Advisors, Inc. 62,152 63,720 2% 2020-06-30
Ledyard National Bank 61,741 62,036 0% 2020-06-30
WASHBURN CAPITAL MANAGEMENT, INC. 61,474 55,926 10% 2020-06-30
BFSG, LLC 60,994 50,444 21% 2020-06-30
Petix & Botte Co 59,691 31,155 92% 2020-06-30
NORTHSTAR ASSET MANAGEMENT LLC 59,627 60,060 1% 2020-06-30
LexAurum Advisors, LLC 59,240 59,467 0% 2020-06-30
HIGHLAND CAPITAL MANAGEMENT CORP 57,613 61,042 6% 2020-06-30
SigFig Wealth Management, LLC 56,786 57,323 1% 2020-06-30
Bridgeworth, LLC 56,625 56,475 0% 2020-06-30
D.B. Root & Company, LLC 56,508 57,259 1% 2020-06-30
Strategic Point Investment Advisors, LLC 55,899 66,667 16% 2020-06-30
Iron Financial, LLC 54,469 58,445 7% 2020-06-30
Modus Advisors, LLC 54,178 60,136 10% 2020-06-30
IBERIABANK CORP 53,581 25,441 111% 2020-06-30
PRW Wealth Management LLC 52,948 84,770 38% 2020-06-30
Versant Capital Management, Inc 52,670 61,363 14% 2020-06-30
Connecticut Wealth Management, LLC 51,600 51,194 1% 2020-06-30
Capital Advisors, Ltd. LLC 51,468 51,037 1% 2020-06-30
FC Advisory LLC 51,361 51,976 1% 2020-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 51,072 54,041 5% 2020-06-30
Shelter Mutual Insurance Co 50,800 0 New Buy 2020-06-30
STEPHENSON NATIONAL BANK & TRUST 49,610 52,620 6% 2020-06-30
Freestone Capital Holdings, LLC 48,320 46,681 4% 2020-06-30
BADGLEY PHELPS & BELL INC 47,601 49,111 3% 2020-06-30
Western Wealth Management, LLC 47,169 48,587 3% 2020-06-30
Firestone Capital Management 46,990 47,084 0% 2020-06-30
BBVA USA BANCSHARES INC 46,296 59,620 22% 2020-06-30
Coastline Trust CO 46,065 48,100 4% 2020-06-30
ASPIRIANT, LLC 46,019 41,285 11% 2020-06-30
BINGHAM OSBORN & SCARBOROUGH LLC 44,418 45,955 3% 2020-06-30
NEXT Financial Group, Inc 44,159 44,931 2% 2020-06-30
Carnegie Capital Asset Management, LLC 43,624 45,865 5% 2020-06-30
Klingman & Associates, LLC 43,320 33,093 31% 2020-06-30
Interactive Financial Advisors 43,197 0 New Buy 2020-06-30
Ashfield Capital Partners, LLC 42,977 53,769 20% 2020-06-30
Baldrige Asset Management LLC 42,783 46,806 9% 2020-06-30
ROPES WEALTH ADVISORS LLC 42,756 44,048 3% 2020-06-30
Berman Capital Advisors, LLC 42,480 43,203 2% 2020-06-30
GFS Advisors, LLC 41,966 0 New Buy 2020-06-30
Brightworth 41,568 45,096 8% 2020-06-30
H&H Retirement Design & Management INC 41,264 0 New Buy 2020-06-30
WEBSTER BANK, N. A. 40,718 41,225 1% 2020-06-30
IFP Advisors, Inc 40,512 40,157 1% 2020-06-30
Camarda Financial Advisors, LLC 40,506 0 New Buy 2020-06-30
Capital Investment Advisory Services, LLC 40,474 42,341 4% 2020-06-30
Summit Financial Wealth Advisors, LLC 40,472 41,771 3% 2020-06-30
Morningstar Investment Management LLC 40,006 46,745 14% 2020-06-30
Stratos Wealth Advisors, LLC 39,842 14,925 167% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 39,184 70,727 45% 2020-06-30
SONATA CAPITAL GROUP INC 38,504 38,147 1% 2020-06-30
ARQ WEALTH ADVISORS, LLC 38,326 38,833 1% 2020-06-30
IEQ CAPITAL, LLC 37,280 109,827 66% 2020-06-30
Buckingham Capital Management, Inc. 37,231 38,885 4% 2020-06-30
Clear Harbor Asset Management, LLC 36,487 62,888 42% 2020-06-30
Leonard Rickey Investment Advisors P.L.L.C. 36,450 33,883 8% 2020-06-30
McAdam, LLC 36,403 39,936 9% 2020-06-30
ANDERSON HOAGLAND & CO 34,582 60,412 43% 2020-06-30
Hoover Financial Advisors, Inc. 34,219 34,591 1% 2020-06-30
PFG Financial Advisors 34,133 29,620 15% 2020-06-30
DAVIS R M INC 33,849 32,549 4% 2020-06-30
Tortoise Investment Management, LLC 33,711 34,435 2% 2020-06-30
SRS Capital Advisors, Inc. 33,682 0 New Buy 2020-06-30
Royal Fund Management, LLC 0 73,601 Sold Out 2020-06-30
DERBY & COMPANY, INC 33,520 34,563 3% 2020-06-30
BERRY GROUP, LLC 33,249 33,876 2% 2020-06-30
V Wealth Management,LLC 0 31,558 Sold Out 2020-06-30
EFG Asset Management (Americas) Corp. 32,665 31,705 3% 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 32,091 36,092 11% 2020-06-30
Financial Management Professionals, Inc. 31,513 445 6,982% 2020-06-30
WESBANCO BANK INC 31,486 5,186 507% 2020-06-30
Graves-Light Private Wealth Management, Inc. 31,389 29,969 5% 2020-06-30
Radnor Financial Advisors, LLC 31,276 31,045 1% 2020-06-30
Abundance Wealth Counselors 31,262 31,262 No Change 2020-06-30
Parsec Financial Management, Inc. 30,233 31,363 4% 2020-06-30
Sigma Planning Corp 30,173 32,080 6% 2020-06-30
J.W. COLE ADVISORS, INC. 30,035 1,955 1,436% 2020-06-30
WoodTrust Financial Corp 30,006 122,163 75% 2020-06-30
Peterson Wealth Advisors, LLC 30,003 21,153 42% 2020-06-30
Norway Savings Bank 29,772 28,948 3% 2020-06-30
PFG Advisors 29,437 25,440 16% 2020-06-30
Strategic Financial Group, LLC 29,217 29,231 0% 2020-06-30
Mutual Advisors, LLC 28,693 0 New Buy 2020-06-30
STRATEGIC CAPITAL ADVISERS, INC. 28,367 0 New Buy 2020-06-30
Perigon Wealth Management, LLC 27,957 24,489 14% 2020-06-30
BOSTON FAMILY OFFICE LLC 27,934 27,471 2% 2020-06-30
Koshinski Asset Management, Inc. 27,765 27,928 1% 2020-06-30
CULBERTSON A N & CO INC 27,375 26,948 2% 2020-06-30
Atlas Brown,Inc. 27,146 27,149 0% 2020-06-30
Charles Schwab Trust Co 27,110 22,399 21% 2020-06-30
Kovack Advisors, Inc. 27,105 24,361 11% 2020-06-30
Private Ocean, LLC 26,882 26,915 0% 2020-06-30
Legacy Wealth Management, Inc 26,483 27,183 3% 2020-06-30
Mathes Company, Inc. 26,370 26,370 No Change 2020-06-30
Empirical Finance, LLC 25,902 33,474 23% 2020-06-30
Blume Capital Management, Inc. 25,647 25,647 No Change 2020-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25,551 26,337 3% 2020-06-30
Strategic Wealth Designers 25,510 1,724 1,380% 2020-06-30
FIRST HAWAIIAN BANK 25,375 33,104 23% 2020-06-30
Harfst & Associates, Inc. 25,012 26,160 4% 2020-06-30
Livingston Group Asset Management CO (operating as Southport Capital Management) 24,877 25,852 4% 2020-06-30
ROWLAND CARMICHAEL ADVISORS INC /ADV 24,766 25,964 5% 2020-06-30
Merriman Wealth Management, LLC 24,631 24,092 2% 2020-06-30
DFPG INVESTMENTS, INC. 24,500 24,600 0% 2020-06-30
RAYMOND JAMES TRUST CO 24,410 35,309 31% 2020-06-30
Lucia Wealth Services, LLC 24,146 22,421 8% 2020-06-30
THOROUGHBRED FINANCIAL SERVICES, LLC 23,856 24,146 1% 2020-06-30
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 23,521 19,904 18% 2020-06-30
CAPITAL INSIGHT PARTNERS, LLC 23,380 0 New Buy 2020-06-30
SIGNATUREFD, LLC 22,731 25,255 10% 2020-06-30
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 22,718 22,718 No Change 2020-06-30
KWMG, LLC 22,548 24,090 6% 2020-06-30
DOWLING & YAHNKE INC 22,541 22,781 1% 2020-06-30
Weaver Consulting Group 22,489 29,058 23% 2020-06-30
FORTE CAPITAL LLC /ADV 22,431 24,327 8% 2020-06-30
MANAGED ACCOUNT SERVICES INC 22,365 16,951 32% 2020-06-30
Carlton Hofferkamp & Jenks Wealth Management, LLC 22,245 0 New Buy 2020-06-30
NAPLES GLOBAL ADVISORS, LLC 22,236 23,311 5% 2020-06-30
HT Partners LLC 21,913 22,107 1% 2020-06-30
Moisand Fitzgerald Tamayo, LLC 21,729 0 New Buy 2020-06-30
Venturi Wealth Management, LLC 21,682 0 New Buy 2020-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 21,648 21,779 1% 2020-06-30
Hurlow Wealth Management Group, Inc. 21,576 21,565 0% 2020-06-30
Crescent Grove Advisors, LLC 21,214 22,838 7% 2020-06-30
NovaPoint Capital, LLC 20,916 20,865 0% 2020-06-30
WASHINGTON TRUST BANK 20,914 20,964 0% 2020-06-30
John W. Brooker & Co., CPAs 20,792 20,819 0% 2020-06-30
HUNTINGTON NATIONAL BANK 20,755 13,672 52% 2020-06-30
CVA Family Office, LLC 20,607 17,649 17% 2020-06-30
National Asset Management, Inc. 7,882 35,425 78% 2020-06-30
SAGE RHINO CAPITAL LLC 20,559 20,242 2% 2020-06-30
Regal Investment Advisors, LLC 20,519 0 New Buy 2020-06-30
Patriot Financial Group Insurance Agency, LLC 20,358 17,922 14% 2020-06-30
Brookstone Capital Management 20,077 33,091 39% 2020-06-30
RVW Wealth, LLC 20,030 27,089 26% 2020-06-30
Madden Advisory Services, Inc. 20,000 22,352 11% 2020-06-30
NORTHSTAR INVESTMENT ADVISORS LLC 19,628 19,418 1% 2020-06-30
CAMBRIDGE TRUST CO 19,584 19,623 0% 2020-06-30
PITCAIRN CO 18,988 0 New Buy 2020-06-30
Tarbox Group, Inc. 18,357 14,764 24% 2020-06-30
Next Capital Management LLC 17,973 17,973 No Change 2020-06-30
Global Trust Asset Management, LLC 17,867 17,234 4% 2020-06-30
MACRO Consulting Group 17,849 2,832 530% 2020-06-30
ARLINGTON PARTNERS LLC 17,588 25,259 30% 2020-06-30
Dynamic Advisors Solutions LLC 17,520 21,222 17% 2020-06-30
CFO4Life Group, LLC 17,463 17,465 0% 2020-06-30
Wealth CMT 17,441 16,499 6% 2020-06-30
ProVise Management Group, LLC 17,430 16,273 7% 2020-06-30
Cedar Brook Financial Partners, LLC 17,378 17,007 2% 2020-06-30
NWAM LLC 17,363 15,743 10% 2020-06-30
MITCHELL SINKLER & STARR/PA 17,324 15,669 11% 2020-06-30
Accredited Investors Inc. 17,122 17,373 1% 2020-06-30
HOWLAND CAPITAL MANAGEMENT INC 17,100 0 New Buy 2020-06-30
Coastal Capital Group, Inc. 17,096 19,156 11% 2020-06-30
Valtinson Bruner Financial Planning LLC 17,055 3,137 444% 2020-06-30
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 17,000 16,835 1% 2020-06-30
SOL Capital Management CO 16,950 19,813 14% 2020-06-30
Resonant Capital Advisors, LLC 16,796 17,050 1% 2020-06-30
Alpha Omega Wealth Management LLC 16,723 17,945 7% 2020-06-30
BEACON FINANCIAL GROUP 16,650 7,850 112% 2020-06-30
Meristem, LLP 16,647 17,297 4% 2020-06-30
GUYASUTA INVESTMENT ADVISORS INC 16,464 16,391 0% 2020-06-30
Vantage Investment Partners, LLC 16,451 16,406 0% 2020-06-30
S.A. Mason LLC 16,401 16,123 2% 2020-06-30
Autus Asset Management, LLC 1,545 35,827 96% 2020-06-30
Cutler Group LP 5,400 8,300 35% 2020-06-30
HoyleCohen, LLC 15,749 8,657 82% 2020-06-30
Trexquant Investment LP 15,730 20,609 24% 2020-06-30
Barber Financial Group, Inc. 15,648 17,279 9% 2020-06-30
SeaCrest Wealth Management, LLC 15,483 15,301 1% 2020-06-30
American Institute for Advanced Investment Management, LLP 15,357 14,202 8% 2020-06-30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 15,270 0 New Buy 2020-06-30
FIRST NATIONAL BANK OF OMAHA 15,230 16,452 7% 2020-06-30
Sabal Trust CO 406 15,406 97% 2020-06-30
Neumann Capital Management, LLC 14,855 15,105 2% 2020-06-30
Arbor Investment Advisors, LLC 14,838 14,982 1% 2020-06-30
Strategic Financial Planning, Inc. 14,797 15,849 7% 2020-06-30
Clarius Group, LLC 14,686 4,783 207% 2020-06-30
First Heartland Consultants, Inc. 14,657 15,630 6% 2020-06-30
JFS WEALTH ADVISORS, LLC 14,481 16,291 11% 2020-06-30
Hanson Investment Management 14,414 0 New Buy 2020-06-30
FLC Capital Advisors 14,403 14,448 0% 2020-06-30
Providence First Trust Co 14,393 14,193 1% 2020-06-30
Prospera Financial Services 14,311 0 New Buy 2020-06-30
Carroll Financial Associates, Inc. 14,099 14,038 0% 2020-06-30
Partnervest Advisory Services LLC 13,953 14,491 4% 2020-06-30
HORIZON BANCORP /IN/ 13,920 15,920 13% 2020-06-30
Bristlecone Advisors, LLC 6,243 6,212 0% 2020-06-30
SENTINEL PENSION ADVISORS INC 13,894 11,479 21% 2020-06-30
Bouchey Financial Group Ltd 13,820 13,588 2% 2020-06-30
Cypress Capital Group 13,747 15,726 13% 2020-06-30
Alpha Cubed Investments, LLC 13,615 29,417 54% 2020-06-30
Private Wealth Partners, LLC 13,605 13,636 0% 2020-06-30
VAN STRUM & TOWNE INC 13,599 14,899 9% 2020-06-30
BALASA DINVERNO & FOLTZ LLC 13,399 14,881 10% 2020-06-30
JNBA Financial Advisors 13,073 14,512 10% 2020-06-30
PHILLIPS FINANCIAL MANAGEMENT, LLC 12,987 0 New Buy 2020-06-30
BURNS J W & CO INC/NY 12,956 12,946 0% 2020-06-30
TCF National Bank 12,899 14,299 10% 2020-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12,874 13,512 5% 2020-06-30
MITCHELL MCLEOD PUGH & WILLIAMS INC 12,832 12,829 0% 2020-06-30
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 12,626 11,962 6% 2020-06-30
Kathmere Capital Management, LLC 12,602 43,836 71% 2020-06-30
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC /ADV 12,503 14,165 12% 2020-06-30
WAYNE HUMMER INVESTMENTS L.L.C. 12,485 11,305 10% 2020-06-30
Ridgewood Investments LLC 12,412 12,775 3% 2020-06-30
HNP Capital LLC 12,393 0 New Buy 2020-06-30
BOSTON RESEARCH & MANAGEMENT INC 12,380 12,380 No Change 2020-06-30
HARBOR INVESTMENT ADVISORY, LLC 12,289 13,185 7% 2020-06-30
SVA Plumb Wealth Management, LLC 12,261 11,811 4% 2020-06-30
Single Point Partners, LLC 12,180 10,605 15% 2020-06-30
FCG ADVISORS, LLC 11,998 15,945 25% 2020-06-30
Pinnacle Wealth Planning Services, Inc. 11,971 11,971 No Change 2020-06-30
RFG Advisory Group, LLC 11,922 11,856 1% 2020-06-30
Sheaff Brock Investment Advisors, LLC 11,845 10,922 8% 2020-06-30
Columbus Macro, LLC 11,814 16,318 28% 2020-06-30
Perennial Investment Advisors, LLC 11,805 10,450 13% 2020-06-30
LGL PARTNERS, LLC 11,780 10,028 17% 2020-06-30
Sepio Capital, LLC 11,780 11,581 2% 2020-06-30
BRANDYWINE OAK PRIVATE WEALTH LLC 11,774 11,174 5% 2020-06-30
OLD NATIONAL BANCORP /IN/ 11,668 11,727 1% 2020-06-30
PETERSON WEALTH MANAGEMENT 11,659 11,744 1% 2020-06-30
BT Wealth Management LLC 11,568 12,225 5% 2020-06-30
Coastal Investment Advisors, Inc. 11,487 10,464 10% 2020-06-30
SlateStone Wealth, LLC 11,399 13,704 17% 2020-06-30
UNIONBANCAL CORP 11,396 9,085 25% 2020-06-30
CIBC Global Asset Management Inc 11,396 11,351 0% 2020-06-30
PEKIN SINGER STRAUSS ASSET MANAGEMENT /IL 11,378 11,477 1% 2020-06-30
Rikoon Group, LLC 11,376 12,220 7% 2020-06-30
Nikulski Financial, Inc. 11,373 11,896 4% 2020-06-30
CADINHA & CO LLC 11,363 9,463 20% 2020-06-30
Efficient Advisors, LLC 11,342 0 New Buy 2020-06-30
American Financial Advisors, LLC 11,308 11,360 0% 2020-06-30
BLB&B Advisors, LLC 11,276 8,264 36% 2020-06-30
PROFESSIONAL ADVISORY SERVICES INC 11,260 11,260 No Change 2020-06-30
Measured Wealth Private Client Group, LLC 11,186 11,182 0% 2020-06-30
GOFEN & GLOSSBERG LLC /IL/ 11,065 14,165 22% 2020-06-30
Successful Portfolios LLC 11,057 11,155 1% 2020-06-30
Davis Capital Management 11,053 0 New Buy 2020-06-30
Keeler THomas Management LLC 10,946 19,020 42% 2020-06-30
Capital Financial Planning, LLC 10,928 11,415 4% 2020-06-30
Parkside Investments, LLC 10,900 10,904 0% 2020-06-30
FARMERS & MERCHANTS INVESTMENTS INC 10,842 10,842 No Change 2020-06-30
CLIFFORD SWAN INVESTMENT COUNSEL LLC 10,768 11,007 2% 2020-06-30
Regal Wealth Group, Inc. 10,734 10,400 3% 2020-06-30
First National Bank of Mount Dora, Trust Investment Services 10,656 10,656 No Change 2020-06-30
LBJ Family Wealth Advisors, Ltd. 10,599 10,551 0% 2020-06-30
TRUSTCORE FINANCIAL SERVICES, LLC 10,577 12,631 16% 2020-06-30
Exchange Capital Management, Inc. 10,509 8,091 30% 2020-06-30
PBWM Holdings, LLC 10,497 11,377 8% 2020-06-30
180 WEALTH ADVISORS, LLC 10,484 10,646 2% 2020-06-30
American Investment Services, Inc. 10,457 10,382 1% 2020-06-30
HANCOCK HOLDING CO 10,403 10,653 2% 2020-06-30
UMB BANK N A/MO 10,395 11,942 13% 2020-06-30
SYNOVUS FINANCIAL CORP 10,376 13,664 24% 2020-06-30
Essex Financial Services, Inc. 10,317 11,086 7% 2020-06-30
ENCORE BANK NA 10,257 10,373 1% 2020-06-30
Billeaud Capital Management, Inc. 10,215 10,130 1% 2020-06-30
WHITTIER TRUST CO 10,127 9,284 9% 2020-06-30
Heritage Way Advisors, LLC 10,059 10,099 0% 2020-06-30
Vigilant Capital Management, LLC 10,049 6,262 60% 2020-06-30
Symphony Financial, Ltd. Co. 9,992 10,045 1% 2020-06-30
Focused Wealth Management, Inc 9,962 9,954 0% 2020-06-30
Arcus Capital Partners, LLC 9,891 9,878 0% 2020-06-30
TRUEWEALTH LLC 9,865 9,613 3% 2020-06-30
FIERA SCEPTRE INC. 9,697 14,910 35% 2020-06-30
Grubman Wealth Management 9,516 8,726 9% 2020-06-30
Choate Investment Advisors 9,504 9,197 3% 2020-06-30
COURIER CAPITAL CORP 9,421 9,821 4% 2020-06-30
St. Louis Trust Co 9,255 5,839 59% 2020-06-30
Eldridge Investment Advisors, Inc. 9,250 9,224 0% 2020-06-30
Lakeview Capital Partners, LLC 9,225 9,565 4% 2020-06-30
HOWARD WEALTH MANAGEMENT, LLC 9,138 9,712 6% 2020-06-30
Schneider Downs Wealth Management Advisors, LP 9,052 9,008 0% 2020-06-30
Ausdal Financial Partners, Inc. 9,024 9,634 6% 2020-06-30
Strategic Wealth Management Group, LLC 8,995 8,992 0% 2020-06-30
WASHINGTON TRUST CO 8,978 9,016 0% 2020-06-30
Hanlon Investment Management, Inc. 8,953 7,693 16% 2020-06-30
Wealthstreet Investment Advisors, LLC 4,318 13,371 68% 2020-06-30
MERITAGE PORTFOLIO MANAGEMENT 8,796 5,146 71% 2020-06-30
Paracle Advisors, LLC 8,708 6,378 37% 2020-06-30
Oakmont Partners LLC 5,129 17,779 71% 2020-06-30
D'Orazio & Associates, Inc. 8,510 10,533 19% 2020-06-30
Streettalk Advisors, LLC 8,359 371,239 98% 2020-06-30
Fundamentun, LLC 8,345 10,322 19% 2020-06-30
Cornell Pochily Investment Advisors, Inc. 8,334 0 New Buy 2020-06-30
Doyle Wealth Management 8,195 0 New Buy 2020-06-30
ROOF EIDAM & MAYCOCK/ADV 8,131 8,131 No Change 2020-06-30
CCG WEALTH MANAGEMENT, LLC 8,087 8,115 0% 2020-06-30
White Lighthouse Investment Management Inc. 8,005 8,397 5% 2020-06-30
Emery Howard Portfolio Management, Inc. 7,986 8,028 1% 2020-06-30
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 7,958 7,090 12% 2020-06-30
Landmark Financial Advisors, LLC 7,928 8,307 5% 2020-06-30
Certified Advisory Corp 7,845 7,121 10% 2020-06-30
Cambria Investment Management, L.P. 7,814 16,889 54% 2020-06-30
Ironsides Asset Advisors, LLC 7,772 7,772 No Change 2020-06-30
Pachira Investments Inc. 7,700 5,145 50% 2020-06-30
CAHABA WEALTH MANAGEMENT, INC. 7,697 0 New Buy 2020-06-30
Prime Capital Investment Advisors, LLC 7,697 0 New Buy 2020-06-30
Monument Capital Management 7,648 19,221 60% 2020-06-30
JUNCTURE WEALTH STRATEGIES, LLC 7,562 6,431 18% 2020-06-30
DAVENPORT & CO LLC 7,528 6,748 12% 2020-06-30
GREAT VALLEY ADVISOR GROUP, INC. 7,467 0 New Buy 2020-06-30
NICOLET BANKSHARES INC 7,174 7,247 1% 2020-06-30
Chicago Partners Investment Group LLC 7,148 6,557 9% 2020-06-30
Massey, Quick & Co., LLC 7,142 7,881 9% 2020-06-30
TRADITION ASSET MANAGEMENT LLC 7,080 7,589 7% 2020-06-30
GIRARD PARTNERS LTD. 7,057 7,887 11% 2020-06-30
SPINNAKER TRUST 6,984 6,957 0% 2020-06-30
LeJeune Puetz Investment Counsel LLC 6,938 7,338 5% 2020-06-30
HOHIMER WEALTH MANAGEMENT, LLC 6,892 7,969 14% 2020-06-30
Adviser Investments LLC 6,891 7,598 9% 2020-06-30
Kerntke Otto McGlone Wealth Management Group 6,884 6,819 1% 2020-06-30
Summit Financial Strategies, Inc. 6,877 1,653 316% 2020-06-30
Aldebaran Financial Inc. 6,740 6,682 1% 2020-06-30
CARY STREET PARTNER INVESTMENT ADVISORY LLC 6,727 0 New Buy 2020-06-30
R. W. Roge & Company, Inc. 6,725 6,951 3% 2020-06-30
OSBORNE PARTNERS CAPITAL MANAGEMENT 6,686 5,976 12% 2020-06-30
HMS Capital Management, LLC 6,618 6,618 No Change 2020-06-30
Lutz Financial Services LLC 6,472 7,847 18% 2020-06-30
West Coast Financial LLC 6,452 6,820 5% 2020-06-30
Altium Wealth Management LLC 6,407 6,581 3% 2020-06-30
Banco Santander, S.A. 6,370 11,590 45% 2020-06-30
PROFESSIONAL PLANNING 6,315 0 New Buy 2020-06-30
FIRST CITIZENS BANK & TRUST CO 6,300 7,950 21% 2020-06-30
Courage Miller Partners, LLC 6,289 6,290 0% 2020-06-30
Northwest Quadrant Wealth Management, LLC 6,288 6,602 5% 2020-06-30
Carmichael Hill & Associates, Inc. 6,278 6,261 0% 2020-06-30
MOODY LYNN & CO/ 6,250 6,506 4% 2020-06-30
EVERETT HARRIS & CO /CA/ 6,247 4,703 33% 2020-06-30
Boltwood Capital Management 6,176 6,755 9% 2020-06-30
Harbour Capital Advisors, LLC 6,158 6,658 8% 2020-06-30
Well Done, LLC 6,139 6,214 1% 2020-06-30
Legacy Advisors, LLC 6,109 6,109 No Change 2020-06-30
WADE G W & INC 6,101 6,237 2% 2020-06-30
TNB Financial 6,075 6,200 2% 2020-06-30
WealthStone, Inc. 6,046 3,590 68% 2020-06-30
WJ Wealth Management, LLC 6,028 0 New Buy 2020-06-30
CNB Bank 6,024 0 New Buy 2020-06-30
Beaumont Financial Partners, LLC 5,901 4,892 21% 2020-06-30
PETTYJOHN CO 5,839 5,839 No Change 2020-06-30
Madrona Financial Services, LLC 5,793 5,745 1% 2020-06-30
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 5,777 6,407 10% 2020-06-30
Fragasso Group Inc. 5,673 5,896 4% 2020-06-30
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 5,626 5,626 No Change 2020-06-30
Black Diamond Financial, LLC 5,584 7,466 25% 2020-06-30
Miller Investment Management, LP 5,570 5,570 No Change 2020-06-30
EPG Wealth Management LLC 5,567 340 1,537% 2020-06-30
BEESE FULMER INVESTMENT MANAGEMENT, INC. 5,561 5,661 2% 2020-06-30
BTIM Corp. 5,531 5,531 No Change 2020-06-30
FIRST NATIONAL CORP /MA/ /ADV 5,517 5,480 1% 2020-06-30
Austin Private Wealth, LLC 5,450 13,211 59% 2020-06-30
Bedel Financial Consulting, Inc. 5,412 5,399 0% 2020-06-30
Bay Rivers Group 5,410 5,446 1% 2020-06-30
Sugarloaf Wealth Management, LLC 5,346 5,332 0% 2020-06-30
Outlook Wealth Advisors, LLC 5,305 1,635 224% 2020-06-30
Old North State Trust, LLC 5,300 5,300 No Change 2020-06-30
Engrave Wealth Partners LLC 5,291 5,291 No Change 2020-06-30
McIlrath & Eck, LLC 5,217 0 New Buy 2020-06-30
WSFS CAPITAL MANAGEMENT, LLC 5,216 5,214 0% 2020-06-30
Yale Capital CORP 5,179 8,974 42% 2020-06-30
Praetorian Wealth Management, Inc. 5,131 0 New Buy 2020-06-30
Wechter Feldman Wealth Management, Inc. 5,120 3,545 44% 2020-06-30
Main Street Research LLC 5,119 5,899 13% 2020-06-30
ZEKE CAPITAL ADVISORS, LLC 5,100 7,323 30% 2020-06-30
ROTHSCHILD INVESTMENT CORP /IL 5,088 5,088 No Change 2020-06-30
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 5,056 5,039 0% 2020-06-30
SHINE INVESTMENT ADVISORY SERVICES INC 5,032 9,890 49% 2020-06-30
First Citizens Financial Corp 5,032 5,250 4% 2020-06-30
Argent Trust Co 5,007 6,453 22% 2020-06-30
Campbell Wealth Management 5,002 5,002 No Change 2020-06-30
Glassman Wealth Services 4,974 3,680 35% 2020-06-30
Carnick & Kubik Group, LLC 4,951 4,873 2% 2020-06-30
Rossmore Private Capital 4,939 4,939 No Change 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4,931 5,690 13% 2020-06-30
Brick & Kyle, Associates 4,893 0 New Buy 2020-06-30
Mosaic Family Wealth, LLC 4,887 6,308 23% 2020-06-30
F3Logic, LLC 4,886 5,266 7% 2020-06-30
TFO-TDC, LLC 4,874 4,985 2% 2020-06-30
CHATHAM CAPITAL GROUP, INC. 4,852 5,502 12% 2020-06-30
Good Life Advisors, LLC 4,836 6,505 26% 2020-06-30
HM Capital Management, LLC 4,830 5,115 6% 2020-06-30
EDMOND DE ROTHSCHILD HOLDING S.A. 4,800 4,800 No Change 2020-06-30
SHEETS SMITH & ASSOCIATES INC 4,785 6,242 23% 2020-06-30
LYELL WEALTH MANAGEMENT, LP 4,754 4,419 8% 2020-06-30
Larson Financial Group LLC 4,732 3,769 26% 2020-06-30
BTR CAPITAL MANAGEMENT INC 4,721 5,221 10% 2020-06-30
AYRSHIRE ASSOCIATES INC 4,707 4,453 6% 2020-06-30
SkyOak Wealt, LLC 4,683 0 New Buy 2020-06-30
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,678 12,616 63% 2020-06-30
Cascade Investment Advisors, Inc. 4,651 4,027 15% 2020-06-30
Parkside Financial Bank & Trust 4,556 4,851 6% 2020-06-30
All Terrain Financial Advisors, LLC 4,546 8,996 49% 2020-06-30
Butler Wick Trust CO 4,504 4,504 No Change 2020-06-30
Avestar Capital, LLC 4,500 4,500 No Change 2020-06-30
Penobscot Investment Management Company, Inc. 4,481 4,491 0% 2020-06-30
Spectrum Asset Management, Inc. (NB/CA) 4,459 4,495 1% 2020-06-30
Capital Investment Advisors, LLC 4,360 4,384 1% 2020-06-30
Wolff Financial Management LLC 4,335 4,596 6% 2020-06-30
Csenge Advisory Group 4,329 3,804 14% 2020-06-30
Birch Hill Investment Advisors LLC 4,311 5,311 19% 2020-06-30
BECK MACK & OLIVER LLC 4,300 4,560 6% 2020-06-30
LifePlan Financial Group, Inc 4,274 4,972 14% 2020-06-30
STOCK YARDS BANK & TRUST CO 4,270 4,270 No Change 2020-06-30
Evergreen Advisors, LLC 4,248 4,227 0% 2020-06-30
BOENNING & SCATTERGOOD, INC. 4,239 4,151 2% 2020-06-30
Meridian Financial Partners LLC 4,232 4,232 No Change 2020-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 4,229 0 New Buy 2020-06-30
RIVERBRIDGE PARTNERS LLC 4,195 11,477 63% 2020-06-30
HOLLENCREST SECURITIES LLC 4,194 0 New Buy 2020-06-30
Independence Bank of Kentucky 4,134 4,105 1% 2020-06-30
Sage Capital Advisors,llc 4,082 3,820 7% 2020-06-30
CRA Financial Services, LLC 4,053 4,882 17% 2020-06-30
RMB Capital Management, LLC 4,036 8,588 53% 2020-06-30
HARBOR ADVISORY CORP /MA/ 4,023 4,544 11% 2020-06-30
NewFocus Financial Group, LLC 3,993 3,993 No Change 2020-06-30
Optimal Asset Management, Inc. 0 3,973 Sold Out 2020-06-30
SFMG, LLC 3,958 2,168 83% 2020-06-30
Busey Trust CO 3,950 4,078 3% 2020-06-30
ARMSTRONG HENRY H ASSOCIATES INC 3,921 3,921 No Change 2020-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,918 3,894 1% 2020-06-30
Pinnacle Bank 3,915 3,498 12% 2020-06-30
TBH Global Asset Management, LLC 3,897 4,437 12% 2020-06-30
REILLY FINANCIAL ADVISORS, LLC 3,878 3,878 No Change 2020-06-30
Coconut Grove Bank 3,815 3,815 No Change 2020-06-30
Polaris Wealth Advisers, LLC 3,808 3,368 13% 2020-06-30
Bernardo Wealth Planning LLC 3,792 3,792 No Change 2020-06-30
PARTHENON LLC 3,787 3,787 No Change 2020-06-30
HUNTINGTON ASSET ADVISORS, INC. 3,784 2,975 27% 2020-06-30
Cascadia Advisory Services, LLC 3,698 0 New Buy 2020-06-30
Court Place Advisors, LLC 3,685 3,675 0% 2020-06-30
Quadrant Private Wealth Management, LLC 3,663 6,525 44% 2020-06-30
SimpliFi, Inc. 3,647 0 New Buy 2020-06-30
Hubbell Strickland Wealth Management, LLC 3,646 0 New Buy 2020-06-30
Sound View Wealth Advisors Group, LLC 3,633 3,599 1% 2020-06-30
Mechanics Bank Trust Department 600 4,230 86% 2020-06-30
HENGEHOLD CAPITAL MANAGEMENT LLC 3,629 3,639 0% 2020-06-30
GRIMES & COMPANY, INC. 3,623 3,643 1% 2020-06-30
Teamwork Financial Advisors, LLC 3,590 0 New Buy 2020-06-30
Gradient Capital Advisors, LLC 3,562 3,330 7% 2020-06-30
Lion Street Advisors, LLC 3,562 3,562 No Change 2020-06-30
XML Financial, LLC 3,525 3,695 5% 2020-06-30
BELLEVUE ASSET MANAGEMENT, LLC 3,501 3,501 No Change 2020-06-30
M. Kraus & Co 3,500 3,500 No Change 2020-06-30
Riverstone Advisors, LLC 3,487 4,539 23% 2020-06-30
Retirement Planning Group 3,427 0 New Buy 2020-06-30
Pacifica Partners Inc. 3,401 3,547 4% 2020-06-30
Trust Co 3,397 3,397 No Change 2020-06-30
Spearhead Capital Advisors, LLC 3,381 3,190 6% 2020-06-30
ENTERPRISE FINANCIAL SERVICES CORP 3,370 0 New Buy 2020-06-30
Rathbone Brothers plc 3,366 3,366 No Change 2020-06-30
B & T Capital Management DBA Alpha Capital Management 3,346 3,894 14% 2020-06-30
Intersect Capital LLC 3,341 3,340 0% 2020-06-30
Gerber Kawasaki Wealth & Investment Management 3,298 3,295 0% 2020-06-30
Fulton Breakefield Broenniman LLC 3,288 2,491 32% 2020-06-30
MONECO Advisors, LLC 3,217 3,062 5% 2020-06-30
Mayfair Advisory Group, LLC 3,191 3,213 1% 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 3,175 4,875 35% 2020-06-30
WHITTIER TRUST CO OF NEVADA INC 3,173 4,133 23% 2020-06-30
Sharkey, Howes & Javer 3,100 3,100 No Change 2020-06-30
VALLEY NATIONAL ADVISERS INC 3,099 3,939 21% 2020-06-30
MOSELEY INVESTMENT MANAGEMENT INC 3,087 3,084 0% 2020-06-30
BlueSky Wealth Advisors, LLC 3,085 3,085 No Change 2020-06-30
FIRST NATIONAL TRUST CO 3,083 2,659 16% 2020-06-30
Traynor Capital Management, Inc. 3,081 0 New Buy 2020-06-30
TRUST CO OF VERMONT 3,075 3,046 1% 2020-06-30
Nachman Norwood & Parrott, Inc 3,044 4,199 28% 2020-06-30
Orgel Wealth Management, LLC 3,036 2,810 8% 2020-06-30
HCR Wealth Advisors 3,020 2,950 2% 2020-06-30
Botty Investors LLC 3,000 3,000 No Change 2020-06-30
Foundations Investment Advisors, LLC 2,999 3,556 16% 2020-06-30
Clear Creek Financial Management, LLC 2,997 0 New Buy 2020-06-30
Karp Capital Management Corp 2,947 3,140 6% 2020-06-30
Providence Capital Advisors, LLC 2,937 3,354 12% 2020-06-30
PRINCIPAL FINANCIAL GROUP INC 2,923 3,585 18% 2020-06-30
Iwamoto, Kong & Co., Inc. 2,877 3,340 14% 2020-06-30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,867 2,632 9% 2020-06-30
Sailer Financial LLC 2,840 2,840 No Change 2020-06-30
Crewe Advisors LLC 2,823 2,823 No Change 2020-06-30
Berkeley Capital Partners, LLC 2,807 3,196 12% 2020-06-30
Brookmont Capital Management 2,780 2,780 No Change 2020-06-30
Resource Management, LLC 2,734 2,462 11% 2020-06-30
TRH Financial, LLC 2,722 0 New Buy 2020-06-30
FARR MILLER & WASHINGTON LLC/DC 2,707 1,742 55% 2020-06-30
McKinley Carter Wealth Services, Inc. 2,704 1,889 43% 2020-06-30
BCS Wealth Management 2,694 2,690 0% 2020-06-30
Point View Financial Services, Inc. 2,685 2,685 No Change 2020-06-30
BOSTON FINANCIAL MANGEMENT INC /MA 2,673 2,673 No Change 2020-06-30
California Capital Advisors, Inc. 2,671 2,761 3% 2020-06-30
Acropolis Investment Management, LLC 2,660 2,640 1% 2020-06-30
ATWOOD & PALMER INC 2,660 2,660 No Change 2020-06-30
CITY HOLDING CO 2,655 2,655 No Change 2020-06-30
Secure Asset Management, LLC 2,649 2,645 0% 2020-06-30
Jackson Wealth Management, LLC 2,564 0 New Buy 2020-06-30
Shepherd Financial Partners LLC 2,559 4,734 46% 2020-06-30
ARTHUR M. COHEN & ASSOCIATES, LLC 2,547 2,547 No Change 2020-06-30
Evolution Wealth Advisors, LLC 2,540 4,470 43% 2020-06-30
Spotlight Asset Group, Inc. 2,517 2,517 No Change 2020-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,515 2,534 1% 2020-06-30
Sunflower Bank, N.A. 2,495 0 New Buy 2020-06-30
GHP Investment Advisors, Inc. 2,490 2,450 2% 2020-06-30
Beacon Financial Advisory LLC 2,447 0 New Buy 2020-06-30
STRATEGY ASSET MANAGERS LLC 2,429 0 New Buy 2020-06-30
Financial Strategy Network, LLC 2,403 3,167 24% 2020-06-30
Granite Investment Advisors, Inc. 2,399 2,397 0% 2020-06-30
Biechele Royce Advisors 2,397 2,192 9% 2020-06-30
Patten Group, Inc. 2,391 2,391 No Change 2020-06-30
Vigilare Wealth Management 2,380 2,380 No Change 2020-06-30
PARSONS CAPITAL MANAGEMENT INC/RI 2,355 0 New Buy 2020-06-30
Fulcrum Capital LLC 2,350 2,350 No Change 2020-06-30
HBW Advisory Services LLC 2,346 0 New Buy 2020-06-30
Aries Wealth Management 2,342 2,342 No Change 2020-06-30
Highland Private Wealth Management 2,320 2,484 7% 2020-06-30
HERITAGE INVESTORS MANAGEMENT CORP 2,315 2,575 10% 2020-06-30
DUNCKER STREETT & CO INC 2,305 2,294 0% 2020-06-30
FDx Advisors, Inc. 2,273 81,534 97% 2020-06-30
BancorpSouth Bank 2,270 2,270 No Change 2020-06-30
Texas Capital Bank Wealth Management Services Inc 2,231 2,408 7% 2020-06-30
GREATMARK INVESTMENT PARTNERS, INC. 2,225 2,225 No Change 2020-06-30
GLYNN JA & CO 2,222 2,222 No Change 2020-06-30
OPTIMUM INVESTMENT ADVISORS 2,192 2,192 No Change 2020-06-30
Wealth Advisors of Iowa, LLC 2,171 2,315 6% 2020-06-30
AMARILLO NATIONAL BANK 2,168 0 New Buy 2020-06-30
WOODSTOCK CORP 2,164 2,698 20% 2020-06-30
QUEST CAPITAL MANAGEMENT INC /ADV 2,151 2,150 0% 2020-06-30
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 2,116 2,190 3% 2020-06-30
PACIFIC FINANCIAL GROUP INC 2,115 2,115 No Change 2020-06-30
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 2,110 1,893 11% 2020-06-30
Bogart Wealth, LLC 2,102 1,840 14% 2020-06-30
Hudson Capital Management LLC 2,088 1,882 11% 2020-06-30
Summit Wealth Group, LLC 2,086 2,040 2% 2020-06-30
Investment Counsel Inc. 2,082 2,287 9% 2020-06-30
Meridian Wealth Management, LLC 2,077 2,321 11% 2020-06-30
Xcel Wealth Management, LLC 2,071 2,106 2% 2020-06-30
RHS Financial, LLC 0 7,583 Sold Out 2020-06-30
ROMAN BUTLER FULLERTON & CO 2,039 2,037 0% 2020-06-30
Sawyer & Company, Inc 2,029 1,983 2% 2020-06-30
Sicart Associates LLC 2,025 2,025 No Change 2020-06-30
Patton Albertson & Miller, LLC 2,007 1,942 3% 2020-06-30
STEWART & PATTEN CO LLC 1,990 1,990 No Change 2020-06-30
DELTEC ASSET MANAGEMENT LLC 1,983 1,983 No Change 2020-06-30
Aviance Capital Partners, LLC 1,967 1,966 0% 2020-06-30
Buffington Mohr McNeal 1,952 0 New Buy 2020-06-30
Kendall Capital Management 1,947 0 New Buy 2020-06-30
HM PAYSON & CO 1,944 0 New Buy 2020-06-30
PBMares Wealth Management LLC 1,944 1,776 9% 2020-06-30
MERIDIAN INVESTMENT COUNSEL INC. 1,937 1,937 No Change 2020-06-30
Heartwood Wealth Advisors LLC 1,930 0 New Buy 2020-06-30
Avondale Wealth Management 1,875 1,875 No Change 2020-06-30
Foresight Wealth Management, LLC 1,844 1,776 4% 2020-06-30
Cardan Capital Partners, LLC 1,840 1,760 5% 2020-06-30
Northwest Capital Management Inc 1,816 1,654 10% 2020-06-30
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 1,782 2,943 39% 2020-06-30
Key FInancial Inc 1,763 1,558 13% 2020-06-30
Delta Investment Management, LLC 1,759 0 New Buy 2020-06-30
FFT WEALTH MANAGEMENT LLC 1,752 0 New Buy 2020-06-30
McCollum Christoferson Group LLC 1,744 1,744 No Change 2020-06-30
Bremer Bank National Association 1,743 2,943 41% 2020-06-30
Essex Savings Bank 1,735 3,406 49% 2020-06-30
MANCHESTER FINANCIAL INC 1,722 1,722 No Change 2020-06-30
DEARBORN PARTNERS LLC 1,719 1,719 No Change 2020-06-30
West Branch Capital LLC 1,699 1,686 1% 2020-06-30
Adaptive Financial Consulting, LLC 1,695 0 New Buy 2020-06-30
Northwest Bancshares, Inc. 1,684 0 New Buy 2020-06-30
PATTEN & PATTEN INC/TN 1,678 1,978 15% 2020-06-30
Ellenbecker Investment Group 1,675 1,673 0% 2020-06-30
Aptus Capital Advisors, LLC 1,665 1,473 13% 2020-06-30
Ullmann Financial Group, Inc. 1,663 1,856 10% 2020-06-30
Paragon Advisors, LLC 1,658 0 New Buy 2020-06-30
LEE DANNER & BASS INC 1,652 0 New Buy 2020-06-30
Affinity Capital Advisors, LLC 1,651 1,767 7% 2020-06-30
Douglass Winthrop Advisors, LLC 1,650 2,748 40% 2020-06-30
HighMark Wealth Management LLC 1,646 1,638 0% 2020-06-30
BAR HARBOR TRUST SERVICES 1,643 0 New Buy 2020-06-30
Gradient Investments LLC 1,643 1,338 23% 2020-06-30
BANK OF THE WEST 1,642 2,312 29% 2020-06-30
FOSTER & MOTLEY INC 1,639 1,635 0% 2020-06-30
TFG Advisers LLC 0 1,689 Sold Out 2020-06-30
VILLERE ST DENIS J & CO LLC 1,625 2,440 33% 2020-06-30
Loudon Investment Management, LLC 1,620 1,620 No Change 2020-06-30
CONDOR CAPITAL MANAGEMENT 1,616 1,623 0% 2020-06-30
Heritage Wealth Advisors 1,614 0 New Buy 2020-06-30
Hendershot Investments Inc. 1,607 1,607 No Change 2020-06-30
WEATHERLY ASSET MANAGEMENT LP /ADV 1,605 1,605 No Change 2020-06-30
THOMAS STORY & SON LLC 1,600 1,600 No Change 2020-06-30
Page Arthur B 1,600 2,100 24% 2020-06-30
Beaumont Asset Management, L.L.C. 1,599 13,237 88% 2020-06-30
Hochman Cole Investment Advisors, Inc. 1,569 1,729 9% 2020-06-30
Adams Chetwood Wealth Management LLC 1,568 1,591 1% 2020-06-30
Cornerstone Advisory, LLP 1,559 0 New Buy 2020-06-30
Burt Wealth Advisors 1,555 1,555 No Change 2020-06-30
Vishria Bird Financial Group, LLC 1,550 1,821 15% 2020-06-30
Howard Capital Management Inc. 1,544 0 New Buy 2020-06-30
Aull & Monroe Investment Management Corp 1,535 0 New Buy 2020-06-30
WP Advisors, LLC 1,528 0 New Buy 2020-06-30
KANAWHA CAPITAL MANAGEMENT LLC 1,527 0 New Buy 2020-06-30
GW HENSSLER & ASSOCIATES LTD 1,516 0 New Buy 2020-06-30
Emerson Wealth Management, LLC 1,485 0 New Buy 2020-06-30
WEDGEWOOD INVESTORS INC /PA/ 1,474 0 New Buy 2020-06-30
Summit Investment Advisors, Inc. 1,470 1,663 12% 2020-06-30
PLANNING ALTERNATIVES LTD /ADV 1,467 1,767 17% 2020-06-30
Paragon Capital Management Ltd 1,467 0 New Buy 2020-06-30
Calamos Wealth Management LLC 1,464 0 New Buy 2020-06-30
ROCKLAND TRUST CO 1,450 1,621 11% 2020-06-30
Personal Wealth Partners 1,448 1,817 20% 2020-06-30
Summit Asset Management, LLC 1,436 0 New Buy 2020-06-30
Grandview Asset Management LLC 1,431 0 New Buy 2020-06-30
ORRSTOWN FINANCIAL SERVICES INC 1,428 0 New Buy 2020-06-30
Eagle Ridge Investment Management 1,415 0 New Buy 2020-06-30
Apexium Financial, LP 1,412 0 New Buy 2020-06-30
MARCO INVESTMENT MANAGEMENT LLC 1,407 0 New Buy 2020-06-30
United Asset Strategies, Inc. 1,405 1,640 14% 2020-06-30
Steigerwald, Gordon & Koch Inc. 1,394 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 0 843 Sold Out 2020-06-30
Parcion Private Wealth LLC 1,377 1,948 29% 2020-06-30
Marietta Wealth Management, LLC 1,363 0 New Buy 2020-06-30
Bull Street Advisors, LLC 1,350 0 New Buy 2020-06-30
Alpine Investment Management, LLC 1,344 0 New Buy 2020-06-30
COMERICA SECURITIES,INC. 1,341 0 New Buy 2020-06-30
StrongBox Wealth, LLC 1,339 0 New Buy 2020-06-30
OneAscent Financial Services LLC 1,338 0 New Buy 2020-06-30
Virtue Capital Management, LLC 1,327 0 New Buy 2020-06-30
Icon Wealth Partners, LLC 1,326 0 New Buy 2020-06-30
SPC Financial, Inc. 1,324 0 New Buy 2020-06-30
Castle Rock Wealth Management, LLC 1,314 0 New Buy 2020-06-30
AUGUSTINE ASSET MANAGEMENT INC 1,306 0 New Buy 2020-06-30
Close Asset Management Ltd 1,302 0 New Buy 2020-06-30
TORONTO DOMINION BANK 1,300 1,300 No Change 2020-06-30
PERSONAL CFO SOLUTIONS, LLC 1,295 0 New Buy 2020-06-30
Vista Wealth Management Group, LLC 1,294 0 New Buy 2020-06-30
GOULD ASSET MANAGEMENT LLC /CA/ 1,290 1,810 29% 2020-06-30
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,265 1,265 No Change 2020-06-30
Jacobi Capital Management LLC 1,240 127,133 99% 2020-06-30
Matrix Trust Co 1,228 3,335 63% 2020-06-30
Riverview Trust Co 1,165 1,165 No Change 2020-06-30
Winslow, Evans & Crocker, Inc. 1,151 1,206 5% 2020-06-30
Lehman & Derafelo Financial Resources LLC 1,051 1,063 1% 2020-06-30
Hillstrust 1,050 0 New Buy 2020-06-30
Lenox Wealth Management, Inc. 1,018 975 4% 2020-06-30
Retirement Systems of Alabama 980 980 No Change 2020-06-30
Lowe fs, LLC 976 976 No Change 2020-06-30
AMERICAN NATIONAL BANK 970 1,281 24% 2020-06-30
Stonebridge Financial Planning Group, LLC 945 945 No Change 2020-06-30
CENTRAL BANK & TRUST CO 944 0 New Buy 2020-06-30
Cranbrook Wealth Management, LLC 925 0 New Buy 2020-06-30
SVB Wealth Advisory, Inc. 835 835 No Change 2020-06-30
Cribstone Capital Management, LLC 809 147 450% 2020-06-30
SG Americas Securities, LLC 805 1,341 40% 2020-06-30
Investment Research & Advisory Group, Inc. 796 782 2% 2020-06-30
Ironwood Wealth Management, llc 785 739 6% 2020-06-30
Rocky Mountain Advisers, LLC 781 770 1% 2020-06-30
Endurance Wealth Management, Inc. 736 0 New Buy 2020-06-30
CREATIVE FINANCIAL DESIGNS INC /ADV 731 472 55% 2020-06-30
Belmont Capital, LLC 727 727 No Change 2020-06-30
Laurel Wealth Advisors LLC 712 712 No Change 2020-06-30
WEST BANCORPORATION INC 704 704 No Change 2020-06-30
Financial Advantage, Inc. 700 700 No Change 2020-06-30
Lenox Wealth Advisors, Inc. 692 692 No Change 2020-06-30
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 654 1,350 52% 2020-06-30
Legacy Bridge, LLC 600 600 No Change 2020-06-30
Ironwood Wealth Management, LLC. 591 0 New Buy 2020-06-30
Biltmore Family Office, LLC 570 6 9,400% 2020-06-30
Tower View Investment Management & Research LLC 551 549 0% 2020-06-30
First Command Bank 550 900 39% 2020-06-30
First Command Financial Services, Inc. 550 900 39% 2020-06-30
Ariel Capital Advisors, LLC 547 547 No Change 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 529 529 No Change 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 484 1,584 69% 2020-06-30
Sound Income Strategies, LLC 474 473 0% 2020-06-30
Baystate Wealth Management LLC 468 87 438% 2020-06-30
Ellis Investment Partners, LLC 468 466 0% 2020-06-30
MOTCO 450 450 No Change 2020-06-30
America First Investment Advisors, LLC 441 440 0% 2020-06-30
Barrett Asset Management, LLC 426 426 No Change 2020-06-30
Bay Harbor Wealth Management, LLC 424 389 9% 2020-06-30
Sowa Financial Group, Inc. 421 421 No Change 2020-06-30
BALDWIN BROTHERS INC/MA 349 349 No Change 2020-06-30
Mine & Arao Wealth Creation & Management, LLC. 318 318 No Change 2020-06-30
HC FINANCIAL ADVISORS INC 277 277 No Change 2020-06-30
Investors Research Corp 269 268 0% 2020-06-30
Selective Wealth Management 245 245 No Change 2020-06-30
Savior LLC 240 270 11% 2020-06-30
TRUE Private Wealth Advisors 224 225 0% 2020-06-30
JJJ Advisors Inc. 218 218 No Change 2020-06-30
First Personal Financial Services 200 315 37% 2020-06-30
MV Capital Management, Inc. 187 187 No Change 2020-06-30
Red Door Wealth Management, LLC 176 176 No Change 2020-06-30
Sterling Investment Advisors, Ltd. 165 165 No Change 2020-06-30
Hartford Financial Management Inc. 160 160 No Change 2020-06-30
Hirtle Callaghan & Co Inc 145 145 No Change 2020-06-30
Enterprise Trust & Investment Co 128 128 No Change 2020-06-30
OLD SECOND NATIONAL BANK OF AURORA 106 19,298 99% 2020-06-30
Price Wealth Management, Inc. 104 104 No Change 2020-06-30
Knuff & Co LLC 100 100 No Change 2020-06-30
Jaffetilchin Investment Partners, LLC 94 217,570 100% 2020-06-30
Capital Analysts, Inc. 53 52 2% 2020-06-30
Lloyd Advisory Services, LLC. 43 1,452 97% 2020-06-30
Retirement Network 37 37 No Change 2020-06-30
ANDERSON FISHER LLC 30 30 No Change 2020-06-30
BALLAST ADVISORS LLC 29 187 84% 2020-06-30
M&R CAPITAL MANAGEMENT INC 25 25 No Change 2020-06-30
Truvestments Capital LLC 15 0 New Buy 2020-06-30
CX Institutional 12 12 No Change 2020-06-30
Element Wealth, LLC 10 10 No Change 2020-06-30
LS Investment Advisors, LLC 9 9 No Change 2020-06-30
PRIVATE CAPITAL MANAGEMENT LLC 3 3,254 100% 2020-06-30
ALPHA WINDWARD LLC 0 47 Sold Out 2020-06-30
QCI ASSET MANAGEMENT INC/NY 0 180 Sold Out 2020-06-30
BAINCO INTERNATIONAL INVESTORS 0 1,161 Sold Out 2020-06-30
MCMILLION CAPITAL MANAGEMENT INC 0 275 Sold Out 2020-06-30
GANNETT WELSH & KOTLER 0 1,065 Sold Out 2020-06-30
RiverFront Investment Group, LLC 0 46,929 Sold Out 2020-06-30
Berkshire Money Management, Inc. 0 796 Sold Out 2020-06-30
Cordasco Financial Network 0 9 Sold Out 2020-06-30
Miracle Mile Advisors, LLC 0 1,580 Sold Out 2020-06-30
Kuntz Lesher Capital LLC 0 5,782 Sold Out 2020-06-30
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 0 2,547 Sold Out 2020-06-30
FINANCIAL CONSULATE, INC 0 3,167 Sold Out 2020-06-30
Capital Planning Advisors, LLC 0 1,580 Sold Out 2020-06-30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0 5,848 Sold Out 2020-06-30
CLEAR INVESTMENT RESEARCH, LLC 0 6 Sold Out 2020-06-30
Sitrin Capital Management LLC 0 2,017 Sold Out 2020-06-30
Bridge Creek Capital Management LLC 0 3,297 Sold Out 2020-06-30
Harwood Advisory Group, LLC 0 2,037 Sold Out 2020-06-30
LEVEL FOUR ADVISORY SERVICES, LLC 0 40,850 Sold Out 2020-06-30
Independent Advisor Alliance 0 3,086 Sold Out 2020-06-30
Squar Milner Financial Services LLC 0 555 Sold Out 2020-06-30
Jordan Park Group LLC 0 3,426 Sold Out 2020-06-30
Smart Money Group LLC 0 1,793 Sold Out 2020-06-30
Windsor Group LTD 0 4,549 Sold Out 2020-06-30
New Potomac Partners, LLC 0 75 Sold Out 2020-06-30
PLANNING DIRECTIONS INC 0 9,576 Sold Out 2020-06-30
Salomon & Ludwin, LLC 0 54 Sold Out 2020-06-30
KFA Private Wealth Group, LLC 0 2,641 Sold Out 2020-06-30
Steel Peak Wealth Management LLC 0 4,614 Sold Out 2020-06-30
Aprio Wealth Management, LLC 0 3,805 Sold Out 2020-06-30
Core Wealth Advisors, Inc. 0 16 Sold Out 2020-06-30
TRANSCEND WEALTH COLLECTIVE, LLC 0 11,093 Sold Out 2020-06-30
Richard P Slaughter Associates Inc 0 2,557 Sold Out 2020-06-30
Betterment LLC 21,794,666 26,128,910 17% 2020-03-31
LPL Financial CORP 10,276,585 10,289,537 0% 2020-03-31
Wealthfront Advisers LLC 8,617,474 9,845,024 12% 2020-03-31
Milliman Financial Risk Management LLC 5,905,039 11,366,391 48% 2020-03-31
Novo A/S 5,790,400 4,325,200 34% 2020-03-31
WELLS FARGO & CO/MN 5,759,935 6,864,049 16% 2020-03-31
PFM Asset Management LLC 4,892,186 0 New Buy 2020-03-31
Homrich & Berg 4,807,056 4,369,404 10% 2020-03-31
WealthNavi Inc. 4,544,325 3,746,238 21% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 27,238 15,439 76% 2020-03-31
Portfolio Solutions 2,191,471 2,162,172 1% 2020-03-31
CITIGROUP INC 2,186,501 2,247,685 3% 2020-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,937,515 2,209,103 12% 2020-03-31
Summit Financial, LLC 1,882,420 1,878,614 0% 2020-03-31
Investure LLC 1,784,583 1,498,389 19% 2020-03-31
BANK OF HAWAII 1,677,995 1,499,112 12% 2020-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 1,659,354 48,033 3,355% 2020-03-31
J P MORGAN CHASE & CO 1,533,928 1,506,966 2% 2020-03-31
Sequoia Financial Advisors, LLC 1,474,095 1,256,910 17% 2020-03-31
Private Advisor Group, LLC 1,284,904 1,031,237 25% 2020-03-31
Bank of New York Mellon CORP 1,244,864 1,309,242 5% 2020-03-31
Personal Capital Advisors Corp 1,233,185 1,261,688 2% 2020-03-31
Global Endowment Management, LP 1,160,900 1,575,000 26% 2020-03-31
VISTA CAPITAL PARTNERS, INC. 1,045,962 1,046,456 0% 2020-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 960,748 921,241 4% 2020-03-31
STEPHENS INC /AR/ 923,151 963,642 4% 2020-03-31
OPUS INVESTMENT MANAGEMENT INC 890,230 868,680 2% 2020-03-31
Angeles Investment Advisors, LLC 1,400 1,341,884 100% 2020-03-31
Regis Management CO LLC 733,188 905,507 19% 2020-03-31
Sontag Advisory, LLC 698,440 595,413 17% 2020-03-31
Patriot Investment Management Inc. 689,791 659,318 5% 2020-03-31
Parkwood LLC 687,544 707,350 3% 2020-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 672,511 611,753 10% 2020-03-31
Susquehanna International Group, LLP 655,833 549,800 19% 2020-03-31
WMS Partners, LLC 636,613 605,886 5% 2020-03-31
Financial Engines Advisors L.L.C. 604,430 731,698 17% 2020-03-31
Avalon Advisory Group 590,977 517,387 14% 2020-03-31
First Allied Advisory Services, Inc. 537,913 569,950 6% 2020-03-31
Cabot-Wellington, LLC 519,057 520,971 0% 2020-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 514,321 632,032 19% 2020-03-31
Amerivest Investment Management LLC 483,730 199,900 142% 2020-03-31
University of Massachusetts Foundation, Inc. 483,503 406,995 19% 2020-03-31
COLONY GROUP LLC 482,748 467,497 3% 2020-03-31
Baird Financial Group, Inc. 1,106 0 New Buy 2020-03-31
ARGI Investment Services, LLC 443,247 423,481 5% 2020-03-31
Cliffwater LLC 431,007 435,848 1% 2020-03-31
Baker Avenue Asset Management, LP 383,657 587,656 35% 2020-03-31
BAILARD, INC. 364,012 357,128 2% 2020-03-31
Arden Trust Co 362,237 511,312 29% 2020-03-31
Mariner Wealth Advisors, LLC 362,137 331,275 9% 2020-03-31
Circle Wealth Management, LLC 350,610 485,903 28% 2020-03-31
KCM INVESTMENT ADVISORS LLC 330,758 162,153 104% 2020-03-31
LAKE STREET ADVISORS GROUP, LLC 322,877 312,983 3% 2020-03-31
JANE STREET GROUP, LLC 321,196 0 New Buy 2020-03-31
CAPTRUST FINANCIAL ADVISORS 316,031 0 New Buy 2020-03-31
WETHERBY ASSET MANAGEMENT INC 305,453 132,755 130% 2020-03-31
BRIGHTON JONES LLC 305,311 300,027 2% 2020-03-31
Linscomb & Williams, Inc. 300,883 304,058 1% 2020-03-31
Karpus Management, Inc. 300,564 0 New Buy 2020-03-31
Wellspring Financial Advisors, LLC 292,168 0 New Buy 2020-03-31
Veritable, L.P. 273,841 383,923 29% 2020-03-31
MML INVESTORS SERVICES, LLC 273,245 258,325 6% 2020-03-31
PagnatoKarp Partners LLC 266,681 288,455 8% 2020-03-31
Atlantic Trust Group, LLC 265,992 314,319 15% 2020-03-31
CHAI TRUST CO LLC 262,551 230,982 14% 2020-03-31
McCutchen Group LLC 249,940 269,049 7% 2020-03-31
Baker Ellis Asset Management LLC 248,479 242,694 2% 2020-03-31
Balentine LLC 239,372 0 New Buy 2020-03-31
Strategic Wealth Partners Group LLC 238,925 150,072 59% 2020-03-31
Johnson Financial Group, Inc. 233,920 240,298 3% 2020-03-31
BANK OF MONTREAL /CAN/ 233,584 253,284 8% 2020-03-31
CLS INVESTMENT FIRM, LLC 233,055 241,670 4% 2020-03-31
Twin Tree Management, LP 19,224 900 2,036% 2020-03-31
TEACHER RETIREMENT SYSTEM OF TEXAS 221,780 0 New Buy 2020-03-31
Nuveen Asset Management, LLC 220,000 0 New Buy 2020-03-31
HAVERFORD TRUST CO 203,409 208,223 2% 2020-03-31
JNB Advisors LLC 195,719 0 New Buy 2020-03-31
GM Advisory Group, Inc. 192,505 168,933 14% 2020-03-31
Gryphon Financial Partners LLC 184,583 185,332 0% 2020-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 183,224 181,731 1% 2020-03-31
GLENMEDE TRUST CO NA 180,226 180,226 No Change 2020-03-31
Financial Network 167,600 272,926 39% 2020-03-31
Savant Capital Management Inc 165,138 131,610 25% 2020-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 157,555 151,387 4% 2020-03-31
Allen Investment Management LLC 156,469 151,757 3% 2020-03-31
Omnia Family Wealth, LLC 148,762 290,314 49% 2020-03-31
PINNACLE ASSOCIATES LTD 142,946 48,703 194% 2020-03-31
EP Wealth Advisors, Inc. 137,692 149,235 8% 2020-03-31
UNITRIN INC 126,449 126,449 No Change 2020-03-31
AllSquare Wealth Management LLC 120,941 123,335 2% 2020-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 113,784 56,784 100% 2020-03-31
WOLVERINE TRADING, LLC 112,375 0 New Buy 2020-03-31
FIDUCIARY TRUST CO 111,615 74,815 49% 2020-03-31
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 109,631 112,065 2% 2020-03-31
Blankinship & Foster, LLC 108,677 69,764 56% 2020-03-31
Sowell Financial Services LLC 105,828 21,394 395% 2020-03-31
HBK Sorce Advisory LLC 105,787 105,643 0% 2020-03-31
TD Capital Management LLC 105,358 17,057 518% 2020-03-31
Essex Private Wealth Management, LLC 105,248 102,173 3% 2020-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 104,447 107,552 3% 2020-03-31
Johnson Financial Group, LLC 103,800 101,239 3% 2020-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 100,277 103,848 3% 2020-03-31
BLAIR WILLIAM & CO/IL 99,266 105,383 6% 2020-03-31
CBIZ Investment Advisory Services, LLC 98,953 114,709 14% 2020-03-31
Strategic Wealth Advisors Group,Inc. 95,873 94,784 1% 2020-03-31
Plancorp, LLC 94,335 69,536 36% 2020-03-31
Arvest Trust Co 87,281 0 New Buy 2020-03-31
Financial Advocates Investment Management 86,811 195,796 56% 2020-03-31
ALLIANCEBERNSTEIN L.P. 86,234 79,106 9% 2020-03-31
Lumbard Investment Counseling, LLC 84,798 92,193 8% 2020-03-31
Arete Wealth Advisors, LLC 83,145 88,223 6% 2020-03-31
Northstar Group, Inc. 82,820 77,304 7% 2020-03-31
Almanack Investment Partners, LLC. 82,812 83,329 1% 2020-03-31
Steward Partners Investment Advisory, LLC 78,772 108,345 27% 2020-03-31
Strategic Wealth Partners, Ltd. 77,664 77,664 No Change 2020-03-31
UNITED SERVICES AUTOMOBILE ASSOCIATION 76,083 76,083 No Change 2020-03-31
KINGS POINT CAPITAL MANAGEMENT 75,387 78,225 4% 2020-03-31
STATE STREET CORP 75,057 75,641 1% 2020-03-31
Raab & Moskowitz Asset Management LLC 73,089 61,644 19% 2020-03-31
Compass Financial Group, Inc. 72,245 13,021 455% 2020-03-31
Stokes Family Office, LLC 71,297 71,124 0% 2020-03-31
Garde Capital, Inc. 70,946 74,983 5% 2020-03-31
Claar Advisors LLC 70,000 0 New Buy 2020-03-31
Sensible Financial Planning & Management, LLC. 69,537 70,166 1% 2020-03-31
Pathstone Family Office, LLC 69,458 534,628 87% 2020-03-31
InterOcean Capital, LLC 68,311 70,439 3% 2020-03-31
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 68,300 68,300 No Change 2020-03-31
Venture Visionary Partners LLC 67,790 70,087 3% 2020-03-31
Resources Investment Advisors, Inc. 9,001 5,224 72% 2020-03-31
Palisades Hudson Asset Management, L.P. 66,142 66,142 No Change 2020-03-31
RSM US WEALTH MANAGEMENT LLC 65,665 0 New Buy 2020-03-31
PROEQUITIES, INC. 64,854 65,446 1% 2020-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 998 169,598 99% 2020-03-31
Multi-Financial Securities Corp 64,506 57,255 13% 2020-03-31
Private Capital Group, LLC 64,076 46,419 38% 2020-03-31
M Holdings Securities, Inc. 61,230 43,513 41% 2020-03-31
Legacy Financial Strategies, LLC 60,303 56,716 6% 2020-03-31
OLD DOMINION CAPITAL MANAGEMENT INC 59,357 58,897 1% 2020-03-31
BRONFMAN E.L. ROTHSCHILD, L.P. 58,979 35,067 68% 2020-03-31
JRM Investment Counsel, LLC 58,956 78,794 25% 2020-03-31
LEVIN CAPITAL STRATEGIES, L.P. 56,448 17,065 231% 2020-03-31
Roundview Capital LLC 52,538 36,989 42% 2020-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 51,726 50,557 2% 2020-03-31
CAROLINAS WEALTH CONSULTING LLC 50,520 0 New Buy 2020-03-31
Asset Management Group, Inc. 49,609 49,393 0% 2020-03-31
Beacon Pointe Advisors, LLC 49,047 16,332 200% 2020-03-31
Pinnacle Wealth Management Advisory Group, LLC 48,990 29,539 66% 2020-03-31
Lido Advisors, LLC 46,501 52,500 11% 2020-03-31
Warren Averett Asset Management, LLC 46,430 21,509 116% 2020-03-31
Chevy Chase Trust Holdings, Inc. 0 26,475 Sold Out 2020-03-31
Wellesley Investment Partners, LLC 44,985 51,052 12% 2020-03-31
OPPENHEIMER & CO INC 44,943 37,359 20% 2020-03-31
BARCLAYS PLC 0 11,900 Sold Out 2020-03-31
Cetera Investment Advisers 44,640 51,561 13% 2020-03-31
Westside Investment Management, Inc. 43,699 0 New Buy 2020-03-31
AMERITAS INVESTMENT CORP 43,191 31,938 35% 2020-03-31
ASSOCIATED BANC-CORP 43,184 43,893 2% 2020-03-31
Krasney Financial LLC 42,941 46,391 7% 2020-03-31
Vivaldi Capital Management, LLC 42,327 45,918 8% 2020-03-31
Waldron, LP 39,879 47,206 16% 2020-03-31
Empirical Financial Services, LLC 39,334 39,299 0% 2020-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 38,779 31,357 24% 2020-03-31
Merit Financial Group, LLC 38,106 35,071 9% 2020-03-31
Dorsey & Whitney Trust CO LLC 37,955 36,815 3% 2020-03-31
ROBERTS GLORE & CO INC /IL/ 37,903 37,050 2% 2020-03-31
JOHNSON INVESTMENT COUNSEL INC 36,129 37,370 3% 2020-03-31
SUN LIFE FINANCIAL INC 35,678 35,678 No Change 2020-03-31
GAMBLE JONES INVESTMENT COUNSEL 35,580 36,112 1% 2020-03-31
AdvisorNet Financial, Inc 35,421 37,191 5% 2020-03-31
Laurel Wealth Advisors, Inc. 35,304 37,428 6% 2020-03-31
Toroso Investments, LLC 0 30,496 Sold Out 2020-03-31
MASSMUTUAL TRUST CO FSB/ADV 34,877 0 New Buy 2020-03-31
IHT Wealth Management, LLC 34,455 32,943 5% 2020-03-31
PRIVATE TRUST CO NA 33,775 33,282 1% 2020-03-31
Capital Directions Investment Advisors, LLC 32,980 32,980 No Change 2020-03-31
Capital Wealth Planning, LLC 32,973 0 New Buy 2020-03-31
PHILADELPHIA TRUST CO 32,528 32,528 No Change 2020-03-31
SAND HILL ADVISORS INC/CA 32,126 42,408 24% 2020-03-31
DEUTSCHE BANK AG 31,974 33,378 4% 2020-03-31
Carleon Capital Partners LLC 30,140 0 New Buy 2020-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 29,140 28,419 3% 2020-03-31
Ancora Advisors, LLC 29,050 0 New Buy 2020-03-31
Drexel Morgan & Co. 28,184 28,914 3% 2020-03-31
Robertson Stephens Wealth Management, LLC 27,861 3,263 754% 2020-03-31
Foothills Asset Management, Ltd. 27,762 17,655 57% 2020-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 27,681 10,732 158% 2020-03-31
Comprehensive Financial Management LLC 27,082 27,082 No Change 2020-03-31
HORIZON ASSET MANAGEMENT INC/NY 26,118 30,333 14% 2020-03-31
Integrated Advisors Network LLC 26,026 8,916 192% 2020-03-31
CPCM, LLC 24,751 8,529 190% 2020-03-31
UNITED BANK /VA/ 24,622 26,705 8% 2020-03-31
Modera Wealth Management, LLC 24,115 10,097 139% 2020-03-31
IRONWOOD INVESTMENT MANAGEMENT LLC 23,460 0 New Buy 2020-03-31
L & S Advisors Inc 23,367 25,334 8% 2020-03-31
Keystone Financial Group 22,924 22,924 No Change 2020-03-31
FormulaFolio Investments, LLC 22,914 48,296 53% 2020-03-31
PDS Planning, Inc 22,596 18,327 23% 2020-03-31
THRIVENT FINANCIAL FOR LUTHERANS 0 36,692 Sold Out 2020-03-31
ACIMA PRIVATE WEALTH, LLC 22,398 18,783 19% 2020-03-31
FineMark National Bank & Trust 22,166 6,916 221% 2020-03-31
SignalPoint Asset Management, LLC 21,780 20,210 8% 2020-03-31
Asset Dedication, LLC 21,660 22,253 3% 2020-03-31
Kohmann Bosshard Financial Services, LLC 21,160 21,160 No Change 2020-03-31
Relyea Zuckerberg Hanson LLC 20,695 20,698 0% 2020-03-31
Fairhaven Wealth Management, LLC 20,664 0 New Buy 2020-03-31
Stockman Asset Management 20,618 20,517 0% 2020-03-31
Nicholas Hoffman & Company, LLC. 20,179 18,084 12% 2020-03-31
TCG Advisors, LP 20,045 0 New Buy 2020-03-31
Marotta Asset Management 19,358 20,959 8% 2020-03-31
Milestone Group, Inc. 18,208 3,533 415% 2020-03-31
Winfield Associates, Inc. 18,198 27,981 35% 2020-03-31
Pegasus Asset Management, Inc. 17,641 18,366 4% 2020-03-31
Main Management LLC 17,534 17,532 0% 2020-03-31
MADISON WEALTH MANAGEMENT 17,496 19,131 9% 2020-03-31
Evercore Wealth Management, LLC 16,995 17,110 1% 2020-03-31
INTL FCSTONE INC. 16,907 16,686 1% 2020-03-31
Windsor Creek Advisors, LLC 16,742 16,742 No Change 2020-03-31
Rockefeller Capital Management L.P. 944 336 181% 2020-03-31
Unified Trust Company, N.A. 16,543 16,949 2% 2020-03-31
CONCENTRIC WEALTH MANAGEMENT, LLC 16,376 17,329 5% 2020-03-31
GenTrust, LLC 15,767 16,403 4% 2020-03-31
Spears Abacus Advisors LLC 15,571 12,382 26% 2020-03-31
Apollon Wealth Management, LLC 15,517 3,136 395% 2020-03-31
OVERBROOK MANAGEMENT CORP 15,338 37,361 59% 2020-03-31
Confluence Wealth Management LLC 15,195 14,442 5% 2020-03-31
Altavista Wealth Management, Inc. 15,023 0 New Buy 2020-03-31
One Capital Management, LLC 14,990 15,415 3% 2020-03-31
MCF Advisors LLC 14,854 11,643 28% 2020-03-31
WealthBridge Capital Management, LLC 14,643 2,672 448% 2020-03-31
Glenview Trust Co 14,207 15,950 11% 2020-03-31
Aveo Capital Partners, LLC 13,940 8,613 62% 2020-03-31
Barton Investment Management 13,924 13,795 1% 2020-03-31
Rinet Co LLC 13,557 12,734 6% 2020-03-31
PENN CAPITAL MANAGEMENT CO INC 13,538 1,263 972% 2020-03-31
People's United Financial, Inc. 13,536 12,367 9% 2020-03-31
MONETA GROUP INVESTMENT ADVISORS INC 13,459 4,932 173% 2020-03-31
Goldstein Munger & Associates 13,446 13,470 0% 2020-03-31
Sandy Spring Bank 13,305 16,302 18% 2020-03-31
ALPHASIMPLEX GROUP, LLC 13,298 14,272 7% 2020-03-31
HPM Partners LLC 13,060 9,443 38% 2020-03-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 13,007 12,848 1% 2020-03-31
Bank of Marin 12,800 17,857 28% 2020-03-31
SMITHFIELD TRUST CO 12,584 7,801 61% 2020-03-31
FIRST MANHATTAN CO 12,477 11,542 8% 2020-03-31
Alexandria Capital, LLC 12,394 13,314 7% 2020-03-31
Huber Financial Advisors, LLC 12,230 13,441 9% 2020-03-31
Verity Asset Management, Inc. 12,209 101,023 88% 2020-03-31
Burns Wealth Management, Inc. 12,173 11,643 5% 2020-03-31
Camden Capital, LLC 12,068 14,224 15% 2020-03-31
Noven Financial Group, Inc. 12,060 11,829 2% 2020-03-31
Southern Wealth Management, LLP 11,958 0 New Buy 2020-03-31
BBR PARTNERS, LLC 11,922 12,400 4% 2020-03-31
Seven Post Investment Office LP 11,849 0 New Buy 2020-03-31
EATON VANCE MANAGEMENT 11,672 12,153 4% 2020-03-31
BRADLEY FOSTER & SARGENT INC/CT 11,655 11,117 5% 2020-03-31
Capital Bank & Trust Co 11,471 11,854 3% 2020-03-31
ATHENA CAPITAL ADVISORS LLC 11,404 11,980 5% 2020-03-31
Asset Planning Services, Ltd. 11,245 9,342 20% 2020-03-31
Hilltop Holdings Inc. 10,958 0 New Buy 2020-03-31
Clarus Wealth Advisors 10,835 0 New Buy 2020-03-31
Great Lakes Retirement, Inc. 10,636 8,625 23% 2020-03-31
REGENTATLANTIC CAPITAL LLC 10,258 6,620 55% 2020-03-31
Change Path, LLC 9,953 1,456 584% 2020-03-31
Hartland & Co., LLC 9,815 8,343 18% 2020-03-31
Corient Capital Partners, LLC 9,546 9,172 4% 2020-03-31
Allianz Asset Management AG 9,540 16,740 43% 2020-03-31
CITIZENS FINANCIAL GROUP INC/RI 3,065 1,791 71% 2020-03-31
HBC Financial Services, PLLC 8,891 9,545 7% 2020-03-31
Goelzer Investment Management, Inc. 8,889 8,873 0% 2020-03-31
Renaissance Technologies(Jim Simons) 8,800 10,300 15% 2020-03-31
SCBT FINANCIAL CORP 8,764 8,672 1% 2020-03-31
Dougherty Wealth Advisers LLC 8,644 9,019 4% 2020-03-31
Column Capital Advisors, LLC 8,627 8,632 0% 2020-03-31
Strategic Investment Advisors, Inc 8,608 14,893 42% 2020-03-31
Capital Asset Advisory Services LLC 8,523 5 170,360% 2020-03-31
Mirae Asset Global Investments Co., Ltd. 8,275 9,872 16% 2020-03-31
BLUESTEIN R H & CO 8,269 6,794 22% 2020-03-31
CWS Financial Advisors, LLC 8,211 8,211 No Change 2020-03-31
Financial Insights, Inc. 8,122 8,503 4% 2020-03-31
Neuberger Berman Group LLC 8,089 7,122 14% 2020-03-31
WEITZ WALLACE R & CO(Wallace Weitz) 8,068 8,068 No Change 2020-03-31
CREDIT SUISSE/ 8,047 7,938 1% 2020-03-31
Soltis Investment Advisors LLC 7,971 6,898 16% 2020-03-31
Perennial Advisors, LLC 7,956 7,265 10% 2020-03-31
Pennsylvania Trust Co 7,878 0 New Buy 2020-03-31
Oxbow Advisors, LLC 7,860 7,860 No Change 2020-03-31
RDA Financial Network 7,772 7,896 2% 2020-03-31
Financial Architects, Inc 7,771 7,831 1% 2020-03-31
MATHER GROUP, INC. 7,771 17,516 56% 2020-03-31
Manchester Capital Management LLC 7,542 7,725 2% 2020-03-31
LPWM LLC 7,385 8,941 17% 2020-03-31
First National Bank of South Miami 7,342 7,342 No Change 2020-03-31
NICOLET ADVISORY SERVICES, LLC 7,140 7,119 0% 2020-03-31
King Wealth Management Group, LLC 7,126 8,596 17% 2020-03-31
Abacus Planning Group, Inc. 7,063 0 New Buy 2020-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6,973 7,073 1% 2020-03-31
INTEGRATED CAPITAL MANAGEMENT, INC. 6,776 5,023 35% 2020-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 6,742 0 New Buy 2020-03-31
WEALTHSOURCE PARTNERS, LLC 6,638 7,269 9% 2020-03-31
COLDSTREAM CAPITAL MANAGEMENT INC 6,534 6,739 3% 2020-03-31
Center for Financial Planning, Inc. 6,498 6,498 No Change 2020-03-31
Ifrah Financial Services, Inc. 6,496 7,049 8% 2020-03-31
Coe Capital Management, LLC 6,427 6,457 0% 2020-03-31
FIRST WILSHIRE SECURITIES MANAGEMENT INC 6,300 8,750 28% 2020-03-31
Titus Wealth Management 6,186 6,322 2% 2020-03-31
One Wealth Advisors, LLC 6,182 0 New Buy 2020-03-31
Jackson, Grant Investment Advisers, Inc. 6,108 6,108 No Change 2020-03-31
Disciplined Investments, LLC 6,054 0 New Buy 2020-03-31
PAPP L ROY & ASSOCIATES 5,887 5,304 11% 2020-03-31
Wealth Architects, LLC 5,866 6,854 14% 2020-03-31
ADIRONDACK TRUST CO 5,832 5,742 2% 2020-03-31
Covenant Asset Management, LLC 5,786 6,006 4% 2020-03-31
Ironwood Investment Counsel, LLC 5,776 1,956 195% 2020-03-31
Emerald Investment Partners, LLC 5,692 7,049 19% 2020-03-31
ETRADE Capital Management LLC 5,504 3,410 61% 2020-03-31
GILL CAPITAL PARTNERS, LLC 5,450 10,291 47% 2020-03-31
We Are One Seven, LLC 5,410 4,910 10% 2020-03-31
MOGY JOEL R INVESTMENT COUNSEL INC 5,380 5,933 9% 2020-03-31
NorthCoast Asset Management LLC 5,359 5,359 No Change 2020-03-31
CYPRESS CAPITAL MANAGEMENT LLC 5,343 5,323 0% 2020-03-31
Principle Wealth Partners LLC 5,272 15,673 66% 2020-03-31
Claro Advisors LLC 5,087 4,544 12% 2020-03-31
ROWLAND & CO INVESTMENT COUNSEL/ADV 5,067 5,117 1% 2020-03-31
Acorn Wealth Advisors, LLC 4,948 4,824 3% 2020-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,933 5,440 9% 2020-03-31
LVW Advisors, LLC 4,877 8,272 41% 2020-03-31
Abbrea Capital, LLC 4,870 5,064 4% 2020-03-31
AVALON ADVISORS L P 4,785 0 New Buy 2020-03-31
VISTA INVESTMENT MANAGEMENT 4,746 3,493 36% 2020-03-31
BOYS ARNOLD & CO INC 4,690 5,370 13% 2020-03-31
Summit Trail Advisors, LLC 4,683 0 New Buy 2020-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 4,643 5,096 9% 2020-03-31
BerganKDV Wealth Management, LLC 4,505 5,643 20% 2020-03-31
Watch Point Trust Co 4,478 4,716 5% 2020-03-31
Greenline Partners, LLC 4,450 3,344 33% 2020-03-31
Van Hulzen Asset Management, LLC 4,376 5,486 20% 2020-03-31
Pensionmark Financial Group, LLC 4,298 4,347 1% 2020-03-31
Coyle Financial Counsel, Inc. 4,203 4,316 3% 2020-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 4,133 1,633 153% 2020-03-31
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 4,051 5,104 21% 2020-03-31
ALESCO ADVISORS LLC 4,050 4,037 0% 2020-03-31
Alera Investment Advisors, LLC 3,999 3,999 No Change 2020-03-31
TD ASSET MANAGEMENT INC 3,997 4,084 2% 2020-03-31
Financial Advisory Group 3,968 3,988 1% 2020-03-31
Aurum Wealth Management Group, LLC 3,908 3,655 7% 2020-03-31
Strategic Advisors LLC 3,893 3,484 12% 2020-03-31
SCOTIA CAPITAL INC. 3,837 5,306 28% 2020-03-31
Aspire Private Capital, LLC 3,827 3,778 1% 2020-03-31
Frontier Wealth Management LLC 3,801 3,156 20% 2020-03-31
Susquehanna Foundation 3,775 3,775 No Change 2020-03-31
INNEALTA CAPITAL, LLC 3,713 1,629 128% 2020-03-31
TrinityPoint Wealth, LLC 3,680 3,670 0% 2020-03-31
Fiduciary Planning LLC 3,551 3,605 1% 2020-03-31
Gareth Morgan Investments Limited Partnership 3,488 419,077 99% 2020-03-31
STATE BANK & TRUST 3,413 193,775 98% 2020-03-31
Southeast Asset Advisors Inc. 3,410 3,410 No Change 2020-03-31
BDO Wealth Advisors, LLC 3,369 3,451 2% 2020-03-31
EARNEST PARTNERS LLC 3,358 993 238% 2020-03-31
Winch Advisory Services, LLC 3,302 3,244 2% 2020-03-31
Fiduciary Group LLC 3,274 3,532 7% 2020-03-31
Krilogy Financial LLC 3,256 2,740 19% 2020-03-31
Argent Wealth Management LLC 3,217 4,138 22% 2020-03-31
BRYN MAWR TRUST CO/PA 3,197 3,387 6% 2020-03-31
Kingsview Wealth Management, LLC 3,173 2,905 9% 2020-03-31
BURNEY CO/ 3,168 3,833 17% 2020-03-31
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 3,163 0 New Buy 2020-03-31
Lee Financial CORP 3,149 3,149 No Change 2020-03-31
Spectrum Management Group, Inc. 3,123 1,660 88% 2020-03-31
FURE FINANCIAL CORP 3,020 3,020 No Change 2020-03-31
Allen Capital Group, LLC 3,009 4,015 25% 2020-03-31
S&CO INC 2,962 2,962 No Change 2020-03-31
GRT CAPITAL PARTNERS LLC 2,918 2,526 16% 2020-03-31
GREENWOOD CAPITAL ASSOCIATES LLC 2,785 0 New Buy 2020-03-31
FRANKLIN RESOURCES INC 2,700 4,290 37% 2020-03-31
CAPE COD FIVE CENTS SAVINGS BANK 2,659 3,794 30% 2020-03-31
TANDEM CAPITAL MANAGEMENT CORP /ADV 2,629 2,629 No Change 2020-03-31
THOMPSON SIEGEL & WALMSLEY LLC 2,610 3,151 17% 2020-03-31
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,590 0 New Buy 2020-03-31
GV Capital Management 2,558 2,883 11% 2020-03-31
DWM Financial Group, Inc. 2,509 0 New Buy 2020-03-31
Cable Hill Partners, LLC 2,503 2,664 6% 2020-03-31
GREENLEAF TRUST 2,489 2,507 1% 2020-03-31
Stony Point Wealth Management Inc. 2,485 2,058 21% 2020-03-31
BSW Wealth Partners 2,482 2,475 0% 2020-03-31
Armbruster Capital Management, Inc. 2,481 2,132 16% 2020-03-31
55I, LLC 2,479 0 New Buy 2020-03-31
EagleClaw Capital Managment, LLC 2,432 2,432 No Change 2020-03-31
RETIREMENT CAPITAL STRATEGIES 2,421 38,642 94% 2020-03-31
Verdence Capital Advisors LLC 0 2,383 Sold Out 2020-03-31
Oakworth Capital, Inc. 2,411 2,411 No Change 2020-03-31
Waterloo Capital, L.P. 2,402 0 New Buy 2020-03-31
Reynders McVeigh Capital Management, LLC 2,395 2,420 1% 2020-03-31
ST GERMAIN D J CO INC 2,387 2,256 6% 2020-03-31
Magnus Financial Group LLC 2,372 4,012 41% 2020-03-31
Capital Advantage, Inc. 2,356 2,193 7% 2020-03-31
SMITH CHAS P & ASSOCIATES PA CPAS 2,319 2,319 No Change 2020-03-31
Cardinal Strategic Wealth Guidance 2,308 3,803 39% 2020-03-31
New England Professional Planning Group Inc. 2,250 2,226 1% 2020-03-31
Pantheon Investment Group, LLC 2,240 73,200 97% 2020-03-31
Summit X, LLC 2,235 2,235 No Change 2020-03-31
CENTAURUS FINANCIAL, INC. 2,206 2,119 4% 2020-03-31
SEGER ELVEKROG INC 2,171 2,171 No Change 2020-03-31
Independence Advisors, LLC 2,134 2,415 12% 2020-03-31
Taylor Hoffman Wealth Management 2,131 2,373 10% 2020-03-31
LLBH Private Wealth Management, LLC 2,117 2,322 9% 2020-03-31
APPLETON PARTNERS INC/MA 2,046 1,641 25% 2020-03-31
Pointe Capital Management LLC 2,036 1,671 22% 2020-03-31
ROOSEVELT INVESTMENT GROUP INC 2,008 18,795 89% 2020-03-31
Meridian Wealth Advisors, LLC 1,970 1,970 No Change 2020-03-31
Houlihan Financial Resource Group, Ltd. 1,965 2,191 10% 2020-03-31
Eudaimonia Partners, LLC 1,943 0 New Buy 2020-03-31
EASTERN BANK 1,923 1,923 No Change 2020-03-31
MEEDER ASSET MANAGEMENT INC 1,890 1,604 18% 2020-03-31
CAPITAL ONE FINANCIAL CORP 1,866 0 New Buy 2020-03-31
Kingfisher Capital LLC 1,835 1,835 No Change 2020-03-31
Paradigm Financial Advisors, LLC 1,829 1,741 5% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 1,803 1,735 4% 2020-03-31
Edge Capital Group, LLC 1,732 18,032 90% 2020-03-31
Sonora Investment Management, LLC 1,705 2,418 29% 2020-03-31
Context Capital Management, LLC 1,700 1,700 No Change 2020-03-31
Indie Asset Partners, LLC 1,682 1,732 3% 2020-03-31
Vestmark Advisory Solutions, Inc. 1,673 0 New Buy 2020-03-31
Westover Capital Advisors, LLC 1,651 2,775 41% 2020-03-31
Seascape Capital Management 1,628 1,958 17% 2020-03-31
ERn Financial, LLC 1,622 1,622 No Change 2020-03-31
Founders Capital Management 1,620 2,645 39% 2020-03-31
TOWNSQUARE CAPITAL LLC 1,585 0 New Buy 2020-03-31
Moors & Cabot, Inc. 1,555 1,960 21% 2020-03-31
OPPENHEIMER ASSET MANAGEMENT INC 1,516 61,566 98% 2020-03-31
Family Management Corp 1,498 1,834 18% 2020-03-31
Professional Financial Advisors, LLC 1,450 1,807 20% 2020-03-31
HYA Advisors, Inc 1,308 0 New Buy 2020-03-31
Stearns Financial Services Group 1,300 1,093 19% 2020-03-31
tru Independence LLC 51 0 New Buy 2020-03-31
Towercrest Capital Management 1,283 1,283 No Change 2020-03-31
Covington Capital Management 1,110 1,200 8% 2020-03-31
HHM Wealth Advisors, LLC 1,100 0 New Buy 2020-03-31
Advisory Alpha, LLC 1,049 964 9% 2020-03-31
PIN OAK INVESTMENT ADVISORS INC 1,016 1,016 No Change 2020-03-31
Golden State Wealth Management, LLC 1,015 0 New Buy 2020-03-31
Capital Square, LLC 1,000 0 New Buy 2020-03-31
Capital Advisory Group Advisory Services, LLC 5 0 New Buy 2020-03-31
New Capital Management LP 962 958 0% 2020-03-31
Stratford Consulting, LLC 918 849 8% 2020-03-31
Clarkston Capital Partners LLC 850 850 No Change 2020-03-31
Legacy Wealth Planning, LLC 847 5,638 85% 2020-03-31
Fortis Advisors, LLC 787 582 35% 2020-03-31
FIRST FINANCIAL CORP /IN/ 717 717 No Change 2020-03-31
Global Wealth Management Investment Advisory, Inc. 686 1,268 46% 2020-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 620 620 No Change 2020-03-31
Archer Investment Corp 500 595 16% 2020-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 551 472 17% 2020-03-31
Gierl Augustine Investment Management Inc 497 245 103% 2020-03-31
Prestige Wealth Management Group LLC 339 339 No Change 2020-03-31
CKW FINANCIAL GROUP 297 297 No Change 2020-03-31
Lake Point Wealth Management 280 259 8% 2020-03-31
Tradewinds Capital Management, LLC 201 181 11% 2020-03-31
Filbrandt Wealth Management, LLC 160 160 No Change 2020-03-31
Pacitti Group Inc. 155 64 142% 2020-03-31
Front Row Advisors LLC 150 150 No Change 2020-03-31
Allred Capital Management, LLC 140 140 No Change 2020-03-31
Wealth Quarterback LLC 129 0 New Buy 2020-03-31
Paragon Capital Management LLC 102 0 New Buy 2020-03-31
Willingdon Wealth Management 89 131 32% 2020-03-31
Braun-Bostich & Associates Inc. 83 83 No Change 2020-03-31
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 59 0 New Buy 2020-03-31
Arkadios Wealth Advisors 58 0 New Buy 2020-03-31
PITTENGER & ANDERSON INC 50 50 No Change 2020-03-31
Hudock Moyer Wealth Resources, LLC 43 43 No Change 2020-03-31
CFM WEALTH PARTNERS LLC 40 1,019 96% 2020-03-31
TOTH FINANCIAL ADVISORY CORP 36 0 New Buy 2020-03-31
Fusion Family Wealth LLC 35 35 No Change 2020-03-31
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 31 31 No Change 2020-03-31
JACKSON SQUARE CAPITAL, LLC 31 0 New Buy 2020-03-31
HawsGoodwin Investment Management LLC 11 11 No Change 2020-03-31
Atlantic Trust, LLC 6 6 No Change 2020-03-31
Global Financial Private Capital, LLC 3 4 25% 2020-03-31
Stonebridge Capital Advisors LLC 2 2 No Change 2020-03-31
Jackson Hole Capital Partners, LLC 1 0 New Buy 2020-03-31
COMMUNITY TRUST & INVESTMENT CO 0 1,305 Sold Out 2020-03-31
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 0 580 Sold Out 2020-03-31
PEAPACK GLADSTONE FINANCIAL CORP 0 750 Sold Out 2020-03-31
MYCIO WEALTH PARTNERS, LLC 0 32,608 Sold Out 2020-03-31
ASHFORD CAPITAL MANAGEMENT INC 0 39,508 Sold Out 2020-03-31
Rock Creek Group, LP 0 76,915 Sold Out 2020-03-31
Wall Street Access Asset Management, LLC 0 1,426 Sold Out 2020-03-31
USCA RIA LLC 0 42,207 Sold Out 2020-03-31
Checchi Capital Advisers, LLC 0 1,659 Sold Out 2020-03-31
Covenant Multifamily Offices, LLC 0 21,634 Sold Out 2020-03-31
Edgestream Partners, L.P. 0 8,007 Sold Out 2020-03-31
OLD MISSION CAPITAL LLC 0 8,201 Sold Out 2020-03-31
Willow Creek Wealth Management Inc. 0 1,455 Sold Out 2020-03-31
SEI INVESTMENTS CO 0 1,441 Sold Out 2020-03-31
USA Financial Portformulas Corp 0 4,356 Sold Out 2020-03-31
SIMPLEX TRADING, LLC 0 5,819 Sold Out 2020-03-31
IBEX WEALTH ADVISORS 0 10,652 Sold Out 2020-03-31
McMahon Financial Advisors, LLC 0 33,795 Sold Out 2020-03-31
CABANA LLC 0 549 Sold Out 2020-03-31
Clearshares LLC 0 32,387 Sold Out 2020-03-31
NVWM, LLC 0 18 Sold Out 2020-03-31
Blue Chip Wealth Management, Inc. 0 1,299 Sold Out 2020-03-31
Financial Gravity Wealth, Inc. 0 705 Sold Out 2020-03-31
KAYS FINANCIAL ADVISORY CORP /ADV 0 1,460 Sold Out 2020-03-31
Resource Planning Group 0 14,332 Sold Out 2020-03-31
NewDay Solutions, LLC 0 1,696 Sold Out 2020-03-31
Executive Wealth Management, LLC 0 1,691 Sold Out 2020-03-31
TAP Consulting, LLC 0 1,271 Sold Out 2020-03-31
LITTLE HOUSE CAPITAL LLC 0 1,592 Sold Out 2020-03-31
Williams Jones Wealth Management, LLC. 0 2,007 Sold Out 2020-03-31
Ambassador Advisors, LLC 0 140 Sold Out 2020-03-31
AlphaCore Capital LLC 0 142 Sold Out 2020-03-31
TOBIAS FINANCIAL ADVISORS, INC. 0 183 Sold Out 2020-03-31
Ferguson Shapiro LLC 0 22,765 Sold Out 2020-03-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 0 3,435 Sold Out 2020-03-31
Madison Asset Management, LLC 0 1,288 Sold Out 2020-03-31
Anfield Capital Management, LLC 0 422 Sold Out 2020-03-31
NWK Group, Inc. 0 1,000 Sold Out 2020-03-31
Detalus Advisors, LLC 0 1,267 Sold Out 2020-03-31
Aberdeen Wealth Management LLC 0 128,590 Sold Out 2020-03-31
Blueprint Investment Partners LLC 0 1,323 Sold Out 2020-03-31
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