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STOCK TICKER:
ISHARES S&P 1500 IDX   (ticker: ISI)
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
O'Brien Wealth Partners LLC 954,028 937,647 2% 2021-06-30
Ullmann Financial Group, Inc. 596,161 573,958 4% 2021-06-30
Winthrop Advisory Group LLC 417,096 356,203 17% 2021-06-30
Pure Financial Advisors, Inc. 412,544 422,217 2% 2021-06-30
Legacy Private Trust Co. 392,283 382,877 2% 2021-06-30
Apex Investment Services, Inc. 326,241 323,698 1% 2021-06-30
Geneos Wealth Management Inc. 0 302,742 Sold Out 2021-06-30
Zhang Financial LLC 220,602 224,352 2% 2021-06-30
UMA Financial Services, Inc. 196,105 0 New Buy 2021-06-30
Newman & Schimel, LLC 175,378 169,895 3% 2021-06-30
Sugarloaf Wealth Management, LLC 145,947 103 141,596% 2021-06-30
Wealth Alliance Advisory Group, LLC 126,749 124,663 2% 2021-06-30
FIRST HAWAIIAN BANK 125,978 125,978 No Change 2021-06-30
WAGNER CAPITAL MANAGEMENT CORP 111,844 110,768 1% 2021-06-30
Stratos Wealth Advisors, LLC 102,351 98,453 4% 2021-06-30
First Financial Bank, N.A. - Trust Division 68,283 69,042 1% 2021-06-30
TSFG, LLC 64,404 64,096 0% 2021-06-30
Stratos Wealth Partners, LTD. 58,249 51,490 13% 2021-06-30
Sowa Financial Group, Inc. 49,025 52,521 7% 2021-06-30
RIDGECREST WEALTH PARTNERS, LLC 44,097 29,298 51% 2021-06-30
TFO-TDC, LLC 0 40,408 Sold Out 2021-06-30
VIVID FINANCIAL MANAGEMENT, INC. 38,874 39,406 1% 2021-06-30
SENTINEL PENSION ADVISORS INC 37,329 37,669 1% 2021-06-30
Windsor Group LTD 35,257 36,431 3% 2021-06-30
Well Done, LLC 31,071 30,345 2% 2021-06-30
Montecito Bank & Trust 30,380 31,435 3% 2021-06-30
TIAA, FSB 23,166 23,228 0% 2021-06-30
VIEWPOINT INVESTMENT PARTNERS CORP 23,040 23,690 3% 2021-06-30
Hemington Wealth Management 22,764 27,932 19% 2021-06-30
Wade Financial Advisory, Inc 22,239 22,311 0% 2021-06-30
Whitcomb & Hess, Inc. 20,797 0 New Buy 2021-06-30
Prosperity Planning, Inc. 19,699 19,721 0% 2021-06-30
Tranquility Partners, LLC 15,853 0 New Buy 2021-06-30
Carnick & Kubik Group, LLC 13,464 13,454 0% 2021-06-30
Tarbox Group, Inc. 12,714 12,233 4% 2021-06-30
Valeo Financial Advisors, LLC 11,544 9,312 24% 2021-06-30
Teamwork Financial Advisors, LLC 9,397 7,510 25% 2021-06-30
WJ Wealth Management, LLC 9,309 9,594 3% 2021-06-30
Weaver Consulting Group 8,690 8,690 No Change 2021-06-30
We Are One Seven, LLC 7,565 7,729 2% 2021-06-30
Summit X, LLC 7,448 6,797 10% 2021-06-30
PBMares Wealth Management LLC 7,445 7,893 6% 2021-06-30
ELM ADVISORS, LLC 7,411 7,411 No Change 2021-06-30
Symphony Financial, Ltd. Co. 7,178 8,170 12% 2021-06-30
Bouvel Investment Partners, LLC 6,439 6,400 1% 2021-06-30
TRUEFG, LLC 6,022 5,943 1% 2021-06-30
Regency Capital Management Inc.DE 5,571 915 509% 2021-06-30
SOL Capital Management CO 5,318 5,325 0% 2021-06-30
HALL LAURIE J TRUSTEE 4,704 4,704 No Change 2021-06-30
Geier Asset Management, Inc. 4,323 4,109 5% 2021-06-30
Apella Capital, LLC 4,271 4,024 6% 2021-06-30
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 3,911 4,209 7% 2021-06-30
Valtinson Bruner Financial Planning LLC 3,910 5,962 34% 2021-06-30
Tradewinds Capital Management, LLC 3,636 3,547 3% 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 3,627 0 New Buy 2021-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 3,495 3,495 No Change 2021-06-30
RDA Financial Network 3,225 3,622 11% 2021-06-30
Telos Capital Management, Inc. 3,056 0 New Buy 2021-06-30
V Wealth Management,LLC 0 2,862 Sold Out 2021-06-30
InTrack Investment Management Inc 2,600 0 New Buy 2021-06-30
SUMMIT FINANCIAL GROUP INC 2,560 2,845 10% 2021-06-30
PLANNING ALTERNATIVES LTD /ADV 2,490 4,568 45% 2021-06-30
SMITHBRIDGE ASSET MANAGEMENT INC/DE 2,400 2,400 No Change 2021-06-30
SJA Financial Advisory, LLC 2,154 0 New Buy 2021-06-30
Willis Johnson & Associates, Inc. 2,080 0 New Buy 2021-06-30
M&R CAPITAL MANAGEMENT INC 2,000 0 New Buy 2021-06-30
AdvisorNet Financial, Inc 1,994 1,857 7% 2021-06-30
Corsicana & Co. 1,727 0 New Buy 2021-06-30
Paragon Wealth Strategies, LLC 1,443 0 New Buy 2021-06-30
WHITTIER TRUST CO 1,159 1,159 No Change 2021-06-30
Pinnacle Bank 802 802 No Change 2021-06-30
Canton Hathaway, LLC 592 592 No Change 2021-06-30
Selective Wealth Management 523 523 No Change 2021-06-30
Sierra Capital LLC 507 0 New Buy 2021-06-30
Pflug Koory, LLC 483 0 New Buy 2021-06-30
Perkins Coie Trust Co 435 0 New Buy 2021-06-30
TRUST CO OF VERMONT 418 473 12% 2021-06-30
Sound Income Strategies, LLC 413 2,622 84% 2021-06-30
Your Advocates Ltd., LLP 394 394 No Change 2021-06-30
WOLFF WIESE MAGANA LLC 285 363 21% 2021-06-30
Comprehensive Portfolio Management, LLC 0 3,940 Sold Out 2021-06-30
WOODWARD DIVERSIFIED CAPITAL, LLC 0 4,619 Sold Out 2021-06-30
Valley Brook Capital Group, Inc. 0 515 Sold Out 2021-06-30
WELLS FARGO & CO/MN 38,782,727 33,463,983 16% 2021-03-31
Amerivest Investment Management LLC 19,424,657 19,424,657 No Change 2021-03-31
Betterment LLC 10,363,151 10,460,625 1% 2021-03-31
Milliman Financial Risk Management LLC 8,850,470 0 New Buy 2021-03-31
MORGAN STANLEY 6,466,038 0 New Buy 2021-03-31
ALLIANCEBERNSTEIN L.P. 5,691,542 4,932,350 15% 2021-03-31
BP WEALTH MANAGEMENT, LLC 2,422 2,422 No Change 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 3,774,506 3,579,764 5% 2021-03-31
Raymond James Financial Services Advisors, Inc. 3,288,030 3,223,484 2% 2021-03-31
Parallel Advisors, LLC 2,917,944 2,728,296 7% 2021-03-31
SigFig Wealth Management, LLC 2,854,847 2,601,361 10% 2021-03-31
LPL Financial CORP 2,590,358 2,447,858 6% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 7,905 0 New Buy 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 2,175,940 2,027,497 7% 2021-03-31
STIFEL FINANCIAL CORP 6,810 7,838 13% 2021-03-31
AMERIPRISE FINANCIAL INC 1,932,097 2,002,056 3% 2021-03-31
UBS Group AG 59,192 1,743,676 97% 2021-03-31
TD Capital Management LLC 1,670,970 1,671,294 0% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,617,795 1,618,571 0% 2021-03-31
Norinchukin Bank, The 1,582,728 1,582,728 No Change 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 1,429,546 1,351,222 6% 2021-03-31
MACQUARIE GROUP LTD 1,414,045 0 New Buy 2021-03-31
Independent Order of Foresters 1,414,045 1,556,025 9% 2021-03-31
ALLSTATE CORP 438,598 497,298 12% 2021-03-31
Rock Creek Group, LP 1,316,358 0 New Buy 2021-03-31
Ballentine, Finn & Company, Inc. 1,301,389 1,284,527 1% 2021-03-31
Hanson McClain, Inc. 1,180,107 1,078,793 9% 2021-03-31
CIGNA INVESTMENTS INC /NEW 1,116,268 899,959 24% 2021-03-31
Valmark Advisers, Inc. 1,093,617 1,017,643 7% 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,001,636 995,825 1% 2021-03-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 984,630 984,630 No Change 2021-03-31
TRUE Private Wealth Advisors 928,716 948,155 2% 2021-03-31
HighTower Advisors, LLC 867,494 789,168 10% 2021-03-31
Legacy Financial Advisors, Inc. 820,294 788,906 4% 2021-03-31
CLS INVESTMENT FIRM, LLC 717,997 47,656 1,407% 2021-03-31
Klaas Financial Asset Advisors, LLC 717,312 0 New Buy 2021-03-31
ROYAL BANK OF CANADA 681,560 0 New Buy 2021-03-31
Homrich & Berg 674,724 0 New Buy 2021-03-31
FIRST QUADRANT L P/CA 669,138 699,959 4% 2021-03-31
Elm Partners Management LLC 653,121 651,504 0% 2021-03-31
Brookstone Capital Management 648,777 725,228 11% 2021-03-31
Creative Planning 625,337 617,449 1% 2021-03-31
Executive Wealth Management, LLC 614,257 706,339 13% 2021-03-31
Prime Capital Investment Advisors, LLC 605,907 622,751 3% 2021-03-31
Jaffetilchin Investment Partners, LLC 592,287 677,403 13% 2021-03-31
Reliant Wealth Planning 589,675 582,318 1% 2021-03-31
Strategic Wealth Advisors Group,Inc. 585,546 550,322 6% 2021-03-31
Johnson Bixby & Associates, LLC 571,308 552,052 3% 2021-03-31
Evensky & Katz, Inc. 549,500 419,766 31% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 545,532 521,345 5% 2021-03-31
PFM Asset Management LLC 544,874 864,025 37% 2021-03-31
RAYMOND JAMES & ASSOCIATES 512,196 478,972 7% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 508,604 534,207 5% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 505,768 518,419 2% 2021-03-31
Ironsides Asset Advisors, LLC 478,358 425,788 12% 2021-03-31
Pathstone Family Office, LLC 467,210 399,380 17% 2021-03-31
Truepoint, Inc. 458,875 462,833 1% 2021-03-31
Ancora Advisors, LLC 455,104 447,669 2% 2021-03-31
Beacon Pointe Advisors, LLC 447,080 358,604 25% 2021-03-31
Patton Albertson & Miller, LLC 443,572 444,564 0% 2021-03-31
Capital Analysts, Inc. 74 546,879 100% 2021-03-31
HSBC HOLDINGS PLC 416,188 289,249 44% 2021-03-31
PARTNERS CAPITAL INVESTMENT GROUP, LLP 403,093 0 New Buy 2021-03-31
Equitable Holdings, Inc. 366,817 374,970 2% 2021-03-31
Cresset Asset Management, LLC 365,284 368,421 1% 2021-03-31
AdvicePeriod, LLC 354,687 362,713 2% 2021-03-31
CALTON & ASSOCIATES, INC. 347,238 329,665 5% 2021-03-31
Rehmann Capital Advisory Group 340,347 337,022 1% 2021-03-31
Mariner Wealth Advisors, LLC 336,513 348,476 3% 2021-03-31
Kestra Advisory Services, LLC 333,336 380,889 12% 2021-03-31
Financial Partners Group, Inc 331,315 328,938 1% 2021-03-31
Personal Capital Advisors Corp 330,057 410,280 20% 2021-03-31
Strategic Point Investment Advisors, LLC 327,716 328,419 0% 2021-03-31
MA Private Wealth 320,366 358,293 11% 2021-03-31
BDO Wealth Advisors, LLC 308,099 361,221 15% 2021-03-31
NICOLET ADVISORY SERVICES, LLC 295,982 277,546 7% 2021-03-31
True Link Financial Advisors, LLC 0 255,264 Sold Out 2021-03-31
Private Advisor Group, LLC 261,832 0 New Buy 2021-03-31
BLAIR WILLIAM & CO/IL 278,600 271,205 3% 2021-03-31
Eldridge Investment Advisors, Inc. 274,717 269,216 2% 2021-03-31
FMR LLC 9 27 67% 2021-03-31
MML INVESTORS SERVICES, LLC 261,477 246,357 6% 2021-03-31
DIVERGENT WEALTH ADVISORS, LLC 260,246 260,726 0% 2021-03-31
Cetera Investment Advisers 258,114 260,993 1% 2021-03-31
Regent Peak Wealth Advisors LLC 252,902 239,425 6% 2021-03-31
Alaska Permanent Capital Management 245,477 184,521 33% 2021-03-31
CAPROCK Group, Inc. 244,501 245,325 0% 2021-03-31
BLB&B Advisors, LLC 233,255 236,372 1% 2021-03-31
6 Meridian 232,167 239,214 3% 2021-03-31
Advisory Services Network, LLC 45 253,259 100% 2021-03-31
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 223,007 247,582 10% 2021-03-31
Stokes Family Office, LLC 222,728 240,686 7% 2021-03-31
Sigma Planning Corp 213,843 225,253 5% 2021-03-31
Benchmark Financial Wealth Advisors, LLC 194,093 196,269 1% 2021-03-31
Tolleson Wealth Management, Inc. 192,329 186,794 3% 2021-03-31
HYA Advisors, Inc 190,794 177,798 7% 2021-03-31
BKD Wealth Advisors, LLC 187,239 186,711 0% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 186,396 98,949 88% 2021-03-31
UNITRIN INC 186,199 186,199 No Change 2021-03-31
W.G. Shaheen & Associates DBA Whitney & Co 181,689 175,604 3% 2021-03-31
Litman Gregory Asset Management LLC 181,185 441,158 59% 2021-03-31
Professional Financial Advisors, LLC 180,820 2,927 6,078% 2021-03-31
Keystone Financial Group 174,373 167,274 4% 2021-03-31
DOLIVER CAPITAL ADVISORS, INC. 166,089 69,906 138% 2021-03-31
Kingsview Wealth Management, LLC 162,374 0 New Buy 2021-03-31
BANK HAPOALIM BM 157,100 0 New Buy 2021-03-31
Sequoia Financial Advisors, LLC 155,830 161,854 4% 2021-03-31
CWM, LLC 155,349 155,421 0% 2021-03-31
Facet Wealth, Inc. 154,945 0 New Buy 2021-03-31
Tortoise Investment Management, LLC 152,791 152,810 0% 2021-03-31
Aft, Forsyth & Sober, LLC 149,880 73,530 104% 2021-03-31
Fundamentun, LLC 142,303 136,692 4% 2021-03-31
BRIGHTON JONES LLC 140,991 142,037 1% 2021-03-31
Gleason Group, Inc. 136,060 139,749 3% 2021-03-31
Alaska Permanent Fund Corp 135,000 135,000 No Change 2021-03-31
Monument Capital Management 130,753 132,996 2% 2021-03-31
IHT Wealth Management, LLC 129,577 91,060 42% 2021-03-31
Astoria Strategic Wealth, Inc. 128,188 129,757 1% 2021-03-31
Planned Solutions, Inc. 126,472 126,340 0% 2021-03-31
Kerntke Otto McGlone Wealth Management Group 124,326 125,833 1% 2021-03-31
Koshinski Asset Management, Inc. 124,168 0 New Buy 2021-03-31
WEATHERLY ASSET MANAGEMENT LP /ADV 123,463 124,585 1% 2021-03-31
Argent Trust Co 123,084 133,269 8% 2021-03-31
Integrated Wealth Concepts LLC 122,731 124,119 1% 2021-03-31
FURE FINANCIAL CORP 119,598 115,736 3% 2021-03-31
CATALYST PRIVATE WEALTH, LLC 119,272 106,718 12% 2021-03-31
IFP Advisors, Inc 119,256 120,983 1% 2021-03-31
Outlook Wealth Advisors, LLC 111,648 102,110 9% 2021-03-31
Bank of New York Mellon CORP 111,487 110,925 1% 2021-03-31
Financeware, Inc. 107,991 115,146 6% 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 103,612 168,399 38% 2021-03-31
GREENLEAF TRUST 102,173 106,593 4% 2021-03-31
AE Wealth Management LLC 100,926 116,907 14% 2021-03-31
Multi-Financial Securities Corp 98,128 97,814 0% 2021-03-31
Friedenthal Financial 96,471 92,168 5% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 94,763 88,821 7% 2021-03-31
BHF RG Capital Inc. 92,932 96,743 4% 2021-03-31
Roble, Belko & Company, Inc 92,053 91,660 0% 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 92,040 94,790 3% 2021-03-31
SMITH SHELLNUT WILSON LLC /ADV 91,976 92,646 1% 2021-03-31
KFA Private Wealth Group, LLC 90,722 85,299 6% 2021-03-31
Rollins Financial 89,445 81,308 10% 2021-03-31
Janney Montgomery Scott LLC 88,978 86,553 3% 2021-03-31
HUNTINGTON ASSET ADVISORS, INC. 87,723 47,624 84% 2021-03-31
Source Financial Advisors LLC 86,462 76,772 13% 2021-03-31
Dougherty Wealth Advisers LLC 85,943 86,289 0% 2021-03-31
Family Management Corp 85,482 124,657 31% 2021-03-31
H D Vest Advisory Services 85,383 78,320 9% 2021-03-31
Baird Financial Group, Inc. 85,141 93,256 9% 2021-03-31
Great Point Wealth Advisors, LLC 85,122 95,846 11% 2021-03-31
Mutual Advisors, LLC 83,775 10,768 678% 2021-03-31
Asset Dedication, LLC 83,285 114,572 27% 2021-03-31
Plancorp, LLC 77,780 77,398 0% 2021-03-31
ETF Portfolio Partners, Inc. 77,563 77,245 0% 2021-03-31
COLONY GROUP LLC 77,000 85,872 10% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 75,987 75,987 No Change 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 75,752 70,710 7% 2021-03-31
PROEQUITIES, INC. 75,642 51,729 46% 2021-03-31
Cedar Brook Financial Partners, LLC 75,232 75,358 0% 2021-03-31
Emerald Investment Partners, LLC 74,885 66,558 13% 2021-03-31
King Wealth Management Group, LLC 74,337 73,672 1% 2021-03-31
NORTHERN TRUST CORP 72,517 63,369 14% 2021-03-31
SAX WEALTH ADVISORS, LLC 72,168 0 New Buy 2021-03-31
FORBES J M & CO LLP 71,871 72,059 0% 2021-03-31
Sterling Investment Advisors, Ltd. 71,178 70,743 1% 2021-03-31
Towercrest Capital Management 70,723 60,526 17% 2021-03-31
Private Capital Group, LLC 69,665 95,044 27% 2021-03-31
ENTERPRISE FINANCIAL SERVICES CORP 2,363 70,364 97% 2021-03-31
MONECO Advisors, LLC 65,233 62,974 4% 2021-03-31
JGP Wealth Management, LLC 64,301 59,583 8% 2021-03-31
Baldrige Asset Management LLC 63,593 62,685 1% 2021-03-31
HBK Sorce Advisory LLC 62,584 66,309 6% 2021-03-31
Coconut Grove Bank 60,960 60,960 No Change 2021-03-31
PrairieView Partners, LLC 59,924 62,462 4% 2021-03-31
Flagship Private Wealth, LLC 57,756 0 New Buy 2021-03-31
Adams Wealth Management 57,602 23,713 143% 2021-03-31
Cornell Pochily Investment Advisors, Inc. 56,777 53,039 7% 2021-03-31
NWAM LLC 56,565 54,785 3% 2021-03-31
BLUESTEIN R H & CO 56,503 55,863 1% 2021-03-31
National Asset Management, Inc. 56,439 54,918 3% 2021-03-31
Financial Network 55,490 58,581 5% 2021-03-31
MCDONALD PARTNERS LLC 54,972 54,374 1% 2021-03-31
First Heartland Consultants, Inc. 54,560 50,809 7% 2021-03-31
B, B, H, & B INC. 52,500 79,515 34% 2021-03-31
ANDERSON FISHER LLC 52,367 53,686 2% 2021-03-31
Gladstone Institutional Advisory LLC 51,852 0 New Buy 2021-03-31
CHARTER TRUST CO 51,533 50,833 1% 2021-03-31
Lido Advisors, LLC 50,610 46,451 9% 2021-03-31
LYNCH & ASSOCIATES/IN 50,429 48,638 4% 2021-03-31
Epstein & White Financial LLC 49,927 51,562 3% 2021-03-31
Canvas Wealth Advisors, LLC 49,083 0 New Buy 2021-03-31
LINCOLN NATIONAL CORP 46,673 40,203 16% 2021-03-31
FORT PITT CAPITAL GROUP, LLC 44,718 45 99,273% 2021-03-31
Altium Wealth Management LLC 43,913 46,056 5% 2021-03-31
Single Point Partners, LLC 43,494 39,542 10% 2021-03-31
ADVANTUS CAPITAL MANAGEMENT INC 42,000 42,000 No Change 2021-03-31
CAHABA WEALTH MANAGEMENT, INC. 41,609 42,752 3% 2021-03-31
J P MORGAN CHASE & CO 41,513 34,982 19% 2021-03-31
Susquehanna International Group, LLP 41,200 97,346 58% 2021-03-31
SHEETS SMITH & ASSOCIATES INC 40,917 40,903 0% 2021-03-31
Soltis Investment Advisors LLC 40,458 39,058 4% 2021-03-31
Vivaldi Capital Management, LLC 39,738 38,771 2% 2021-03-31
Allen Investment Management LLC 39,253 39,253 No Change 2021-03-31
Legacy Financial Group LLC 39,030 52,653 26% 2021-03-31
Sunbelt Securities, Inc. 38,935 83,692 53% 2021-03-31
ASSOCIATED BANC-CORP 38,773 37,356 4% 2021-03-31
GRIES FINANCIAL LLC 37,823 0 New Buy 2021-03-31
Autus Asset Management, LLC 37,685 39,779 5% 2021-03-31
CONSOLIDATED PLANNING CORP 37,516 37,516 No Change 2021-03-31
ARGI Investment Services, LLC 37,359 0 New Buy 2021-03-31
Western Wealth Management, LLC 36,884 41,286 11% 2021-03-31
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 36,400 36,450 0% 2021-03-31
New Capital Management LP 35,168 0 New Buy 2021-03-31
Carroll Financial Associates, Inc. 35,066 37,339 6% 2021-03-31
GM Advisory Group, Inc. 33,939 10,402 226% 2021-03-31
Pinnacle Family Advisors, LLC 33,509 33,479 0% 2021-03-31
LCNB CORP 33,210 33,860 2% 2021-03-31
Sontag Advisory, LLC 32,947 33,614 2% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 32,865 32,865 No Change 2021-03-31
Hanlon Investment Management, Inc. 32,215 32,215 No Change 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 32,151 43,750 27% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 32,053 22,049 45% 2021-03-31
Capital Advisors, Ltd. LLC 31,994 32,440 1% 2021-03-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 31,964 33,149 4% 2021-03-31
CEDAR CAPITAL, LLC 31,924 38,903 18% 2021-03-31
NYL Investors LLC 31,894 35,600 10% 2021-03-31
Oakwell Private Wealth Management, LLC 31,793 35,029 9% 2021-03-31
Bordeaux Wealth Advisors LLC 31,674 31,674 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 31,274 31,170 0% 2021-03-31
Avalon Advisory Group 31,148 33,275 6% 2021-03-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 31,064 29,694 5% 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31,033 30,331 2% 2021-03-31
FIRST MANHATTAN CO 30,908 0 New Buy 2021-03-31
Claar Advisors LLC 30,000 31,000 3% 2021-03-31
FinTrust Capital Advisors, LLC 29,444 0 New Buy 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 28,451 26,351 8% 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,420 28,413 0% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 28,274 28,274 No Change 2021-03-31
Glenview Trust Co 27,617 24,280 14% 2021-03-31
Essex Financial Services, Inc. 27,429 19,632 40% 2021-03-31
Atlanta Capital Group 26,798 27,642 3% 2021-03-31
Silicon Hills Wealth Management, LLC 26,327 26,502 1% 2021-03-31
TBH Global Asset Management, LLC 25,580 25,363 1% 2021-03-31
Oakmont Partners LLC 25,382 21,013 21% 2021-03-31
Milestone Advisory Partners 25,108 26,743 6% 2021-03-31
Windham Capital Management, LLC 24,799 24,799 No Change 2021-03-31
Northwest Bancshares, Inc. 24,552 25,522 4% 2021-03-31
Global Retirement Partners, LLC 24,395 22,445 9% 2021-03-31
MAI Wealth Advisors 24,272 21,590 12% 2021-03-31
Bradley & Co. Private Wealth Management, LLC 24,169 0 New Buy 2021-03-31
Belpointe Asset Management LLC 23,982 28,786 17% 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 23,824 20,713 15% 2021-03-31
FRANKLIN RESOURCES INC 23,561 21,047 12% 2021-03-31
Quad-Cities Investment Group, LLC 23,531 23,043 2% 2021-03-31
ZWJ INVESTMENT COUNSEL INC 23,384 0 New Buy 2021-03-31
Pinnacle Advisory Group, Inc. 23,290 20,590 13% 2021-03-31
Day & Ennis, LLC 23,085 24,852 7% 2021-03-31
BANK OF MONTREAL /CAN/ 22,839 5,563 311% 2021-03-31
PIONEER TRUST BANK N A/OR 22,700 23,150 2% 2021-03-31
Coastal Investment Advisors, Inc. 22,642 19,778 14% 2021-03-31
Goss Wealth Management LLC 22,442 26,570 16% 2021-03-31
ASPIRIANT, LLC 22,359 24,800 10% 2021-03-31
Cypress Wealth Services, LLC 22,127 22,837 3% 2021-03-31
Asset Planning Services, Ltd. 22,041 20,921 5% 2021-03-31
Blueprint Investment Partners LLC 21,923 0 New Buy 2021-03-31
Hayden Royal, LLC 21,920 22,515 3% 2021-03-31
Parkside Investments, LLC 21,915 22,055 1% 2021-03-31
Mayflower Financial Advisors, LLC 21,735 0 New Buy 2021-03-31
Karn, Couzens & Associates, Inc. 21,860 21,353 2% 2021-03-31
LVZ Advisors, Inc. 21,433 27,420 22% 2021-03-31
Ferris Capital, LLC 21,375 23,007 7% 2021-03-31
GSB Wealth Management, LLC 21,221 0 New Buy 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 21,102 0 New Buy 2021-03-31
HPM Partners LLC 21,040 18,886 11% 2021-03-31
Lakeview Capital Partners, LLC 21,022 21,147 1% 2021-03-31
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 20,920 21,670 3% 2021-03-31
US BANCORP DE 20,525 18,904 9% 2021-03-31
JustInvest LLC 20,512 20,512 No Change 2021-03-31
Chicago Partners Investment Group LLC 20,274 17,843 14% 2021-03-31
Maltin Wealth Management, Inc. 19,990 19,097 5% 2021-03-31
Morris Retirement Advisors, LLC 19,868 19,717 1% 2021-03-31
INVERNESS COUNSEL INC /NY/ 19,850 19,958 1% 2021-03-31
NEXT Financial Group, Inc 287 151 90% 2021-03-31
FINANCIAL CONSULATE, INC 19,570 19,570 No Change 2021-03-31
Joel Isaacson & Co., LLC 19,232 19,232 No Change 2021-03-31
Arkadios Wealth Advisors 18,941 18,814 1% 2021-03-31
Wellspring Financial Advisors, LLC 18,389 3,936 367% 2021-03-31
OXFORD FINANCIAL GROUP LTD 18,320 18,320 No Change 2021-03-31
Kovack Advisors, Inc. 18,292 18,802 3% 2021-03-31
Hamilton Capital Management, Inc. 17,635 17,635 No Change 2021-03-31
J.W. COLE ADVISORS, INC. 17,132 16,441 4% 2021-03-31
Laurel Wealth Planning LLC 16,934 18,653 9% 2021-03-31
RWM Asset Management, LLC 16,888 17,143 1% 2021-03-31
Beacon Financial Advisory LLC 16,215 15,863 2% 2021-03-31
SATOVSKY ASSET MANAGEMENT LLC 16,090 0 New Buy 2021-03-31
Northwest Capital Management Inc 16,040 17,252 7% 2021-03-31
TCG Advisory Services, LLC 15,957 0 New Buy 2021-03-31
JSF Financial, LLC 15,820 16,255 3% 2021-03-31
RAYMOND JAMES TRUST CO 15,714 18,414 15% 2021-03-31
Almanack Investment Partners, LLC. 15,600 14,400 8% 2021-03-31
Samalin Investment Counsel, LLC 15,472 12,601 23% 2021-03-31
Tennessee Valley Asset Management Partners 15,335 20,201 24% 2021-03-31
Accredited Investors Inc. 15,327 16,199 5% 2021-03-31
Guidance Point Advisors, LLC 15,308 15,307 0% 2021-03-31
FIFTH THIRD BANCORP 15,117 18,389 18% 2021-03-31
Centerpoint Advisors, LLC 15,024 14,090 7% 2021-03-31
Emerson Wealth Management, LLC 14,972 15,876 6% 2021-03-31
Archer Investment Corp 14,953 14,075 6% 2021-03-31
Sowell Financial Services LLC 14,796 13,311 11% 2021-03-31
Strategic Financial Group, LLC 14,791 15,752 6% 2021-03-31
Veritable, L.P. 14,618 14,443 1% 2021-03-31
Patriot Investment Management Inc. 14,605 2,932 398% 2021-03-31
Patten Group, Inc. 14,512 14,464 0% 2021-03-31
Icon Wealth Partners, LLC 14,247 15,256 7% 2021-03-31
Peak Financial Management, Inc. 14,188 14,607 3% 2021-03-31
Capital Planning LLC 14,136 11,110 27% 2021-03-31
Investors Research Corp 14,104 7,760 82% 2021-03-31
PALLADIUM PARTNERS LLC 14,021 13,971 0% 2021-03-31
Advisory Alpha, LLC 13,975 14,839 6% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 13,963 13,357 5% 2021-03-31
EVOKE WEALTH, LLC 13,846 13,844 0% 2021-03-31
Paradigm Financial Partners, LLC 13,828 13,753 1% 2021-03-31
CIBC World Markets Inc. 13,820 12,306 12% 2021-03-31
Meridian Wealth Partners, LLC 13,776 13,776 No Change 2021-03-31
Crescent Grove Advisors, LLC 13,451 15,741 15% 2021-03-31
Savant Capital Management Inc 13,402 14,315 6% 2021-03-31
Buckingham Asset Management, LLC 13,335 15,959 16% 2021-03-31
Integrated Advisors Network LLC 13,273 13,229 0% 2021-03-31
US FINANCIAL ADVISORS, LLC 13,004 13,004 No Change 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 12,906 12,985 1% 2021-03-31
Concorde Asset Management, LLC 12,827 0 New Buy 2021-03-31
Bernardo Wealth Planning LLC 12,753 16,786 24% 2021-03-31
OHE FINANCIAL INC 12,591 12,662 1% 2021-03-31
EPG Wealth Management LLC 12,213 12,365 1% 2021-03-31
Merriman Wealth Management, LLC 11,811 11,811 No Change 2021-03-31
WFA of San Diego, LLC 11,747 16,718 30% 2021-03-31
Ironwood Wealth Management, llc 11,724 8,041 46% 2021-03-31
Alta Wealth Advisors LLC 11,459 11,462 0% 2021-03-31
Wealthquest Corp 11,441 15,753 27% 2021-03-31
Voya Financial Advisors, Inc. 11,347 8,014 42% 2021-03-31
Cordant, Inc. 11,235 11,508 2% 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,131 3,000 271% 2021-03-31
ForthRight Wealth Management, LLC 10,758 11,482 6% 2021-03-31
BROWN ADVISORY HOLDINGS INC 10,737 11,286 5% 2021-03-31
55I, LLC 10,618 6,619 60% 2021-03-31
MARINO, STRAM & ASSOCIATES LLC 10,614 10,614 No Change 2021-03-31
NorthCoast Asset Management LLC 10,528 15,917 34% 2021-03-31
M Holdings Securities, Inc. 10,422 0 New Buy 2021-03-31
JNB Advisors LLC 10,375 6,225 67% 2021-03-31
VISTA CAPITAL PARTNERS, INC. 10,329 10,329 No Change 2021-03-31
Freestone Capital Holdings, LLC 10,321 564 1,730% 2021-03-31
Modera Wealth Management, LLC 10,305 7,290 41% 2021-03-31
Southeast Asset Advisors Inc. 10,218 11,175 9% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 10,100 0 New Buy 2021-03-31
RFG Advisory Group, LLC 9,974 11,307 12% 2021-03-31
Compass Ion Advisors, LLC 9,962 9,930 0% 2021-03-31
Warren Averett Asset Management, LLC 9,916 10,315 4% 2021-03-31
DB Wealth Management Group, LLC 9,871 6,582 50% 2021-03-31
COUNTRY TRUST BANK 9,580 9,580 No Change 2021-03-31
Robertson Stephens Wealth Management, LLC 9,479 7,770 22% 2021-03-31
Hartland & Co., LLC 9,425 8,970 5% 2021-03-31
LexAurum Advisors, LLC 9,311 9,882 6% 2021-03-31
MATHER GROUP, INC. 9,305 8,160 14% 2021-03-31
Insight Wealth Strategies, LLC 9,156 13,491 32% 2021-03-31
Rossmore Private Capital 9,150 11,650 21% 2021-03-31
Cutler Group LP 8,100 6,700 21% 2021-03-31
Ausdal Financial Partners, Inc. 8,903 5,890 51% 2021-03-31
OPPENHEIMER & CO INC 8,831 8,453 4% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 8,721 5,707 53% 2021-03-31
PROFFITT & GOODSON INC 8,670 11,274 23% 2021-03-31
Klingman & Associates, LLC 8,580 6,894 24% 2021-03-31
Good Life Advisors, LLC 8,572 9,608 11% 2021-03-31
Windsor Capital Management, LLC 8,536 8,792 3% 2021-03-31
Pensionmark Financial Group, LLC 8,342 0 New Buy 2021-03-31
Coastal Capital Group, Inc. 8,197 8,197 No Change 2021-03-31
Streettalk Advisors, LLC 8,191 4,397 86% 2021-03-31
Willow Creek Wealth Management Inc. 8,152 8,152 No Change 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 8,132 8,143 0% 2021-03-31
MERIDIAN MANAGEMENT CO 8,100 8,100 No Change 2021-03-31
Efficient Advisors, LLC 8,060 9,474 15% 2021-03-31
Private Portfolio Partners LLC 8,032 0 New Buy 2021-03-31
Prospera Financial Services 8,025 4,983 61% 2021-03-31
Rockefeller Capital Management L.P. 7,927 6,233 27% 2021-03-31
Madden Advisory Services, Inc. 7,834 7,732 1% 2021-03-31
Financial Advocates Investment Management 7,739 14,836 48% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,683 7,683 No Change 2021-03-31
DAVIDSON D A & CO 7,655 6,246 23% 2021-03-31
AMJ Financial Wealth Management 7,543 0 New Buy 2021-03-31
Greenhouse Wealth Management, LLC 7,534 8,409 10% 2021-03-31
Claro Advisors LLC 7,533 11,403 34% 2021-03-31
Charter Oak Capital Management, LLC 7,513 7,501 0% 2021-03-31
Intelligence Driven Advisers, LLC 7,509 112 6,604% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 7,375 8,858 17% 2021-03-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,288 6,493 12% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 7,285 7,284 0% 2021-03-31
NORRIS PERNE & FRENCH LLP/MI 7,232 7,569 4% 2021-03-31
OPUS INVESTMENT MANAGEMENT INC 7,180 0 New Buy 2021-03-31
Camden Capital, LLC 7,100 7,100 No Change 2021-03-31
Castle Rock Wealth Management, LLC 7,099 0 New Buy 2021-03-31
Signature Wealth Management Partners, LLC 6,978 0 New Buy 2021-03-31
EP Wealth Advisors, Inc. 6,947 4,137 68% 2021-03-31
Bellwether Advisors, LLC 6,902 10,530 34% 2021-03-31
Stone House Investment Management, LLC 6,880 6,880 No Change 2021-03-31
GHP Investment Advisors, Inc. 6,869 0 New Buy 2021-03-31
HCR Wealth Advisors 6,862 7,952 14% 2021-03-31
KWMG, LLC 6,833 6,861 0% 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 6,692 6,381 5% 2021-03-31
Matthew Goff Investment Advisor, LLC 6,638 12,158 45% 2021-03-31
Personal Wealth Partners 6,626 7,922 16% 2021-03-31
Institute for Wealth Management, LLC. 6,620 6,550 1% 2021-03-31
ADVISOR PARTNERS LLC 6,612 0 New Buy 2021-03-31
SYNOVUS FINANCIAL CORP 6,609 6,595 0% 2021-03-31
SFMG, LLC 6,535 3,183 105% 2021-03-31
PFG Advisors 6,521 6,491 0% 2021-03-31
Blue Fin Capital, Inc. 6,510 6,341 3% 2021-03-31
Quadrant Private Wealth Management, LLC 6,480 6,425 1% 2021-03-31
Advisor OS, LLC 6,465 0 New Buy 2021-03-31
YALE UNIVERSITY (David Swensen) 6,389 6,389 No Change 2021-03-31
McGuire Investment Group, LLC 6,378 6,318 1% 2021-03-31
Burt Wealth Advisors 6,350 6,350 No Change 2021-03-31
MONEY CONCEPTS CAPITAL CORP 6,286 0 New Buy 2021-03-31
Alpha Cubed Investments, LLC 6,238 7,989 22% 2021-03-31
Cypress Capital Group 6,138 6,138 No Change 2021-03-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 6,116 9,024 32% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6,088 5,900 3% 2021-03-31
ARS Wealth Advisors, LLC 6,086 6,508 6% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 6,082 6,221 2% 2021-03-31
Pegasus Partners Ltd. 6,010 5,004 20% 2021-03-31
CAPITAL WEALTH MANAGEMENT, LLC 5,938 5,938 No Change 2021-03-31
PLANNING DIRECTIONS INC 5,895 6,011 2% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 5,843 3,755 56% 2021-03-31
McClarren Financial Advisors, Inc. 5,779 5,760 0% 2021-03-31
Gryphon Financial Partners LLC 5,770 5,648 2% 2021-03-31
McKinley Carter Wealth Services, Inc. 5,724 0 New Buy 2021-03-31
CADINHA & CO LLC 5,722 6,305 9% 2021-03-31
Wealthcare Advisory Partners LLC 5,697 5,665 1% 2021-03-31
Feltz Wealth PLAN Inc. 5,651 5,545 2% 2021-03-31
Continuum Advisory, LLC 5,631 0 New Buy 2021-03-31
Columbus Macro, LLC 5,611 6,430 13% 2021-03-31
Mengis Capital Management, Inc. 5,582 5,300 5% 2021-03-31
CYPRESS CAPITAL MANAGEMENT LLC 5,491 5,491 No Change 2021-03-31
SIGNATUREFD, LLC 5,444 5,229 4% 2021-03-31
ROOSEVELT INVESTMENT GROUP INC 5,381 8,039 33% 2021-03-31
AMG National Trust Bank 5,378 5,403 0% 2021-03-31
Cooper Financial Group 5,349 11,693 54% 2021-03-31
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 5,347 0 New Buy 2021-03-31
JONES FINANCIAL COMPANIES LLLP 5,292 5,459 3% 2021-03-31
KLINGENSTEIN FIELDS & CO LLC 5,229 5,229 No Change 2021-03-31
Bartlett & Co. LLC 5,226 5,326 2% 2021-03-31
PSI Advisors, LLC 5,221 4,739 10% 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 5,213 5,211 0% 2021-03-31
M&T BANK CORP 5,197 8,536 39% 2021-03-31
FOUNDERS FINANCIAL SECURITIES LLC 5,170 5,170 No Change 2021-03-31
Apexium Financial, LP 5,112 5,112 No Change 2021-03-31
TELEMUS CAPITAL, LLC 5,096 5,096 No Change 2021-03-31
Soundwatch Capital LLC 5,090 5,090 No Change 2021-03-31
SVB Wealth Advisory, Inc. 5,086 5,086 No Change 2021-03-31
JFS WEALTH ADVISORS, LLC 4,976 4,942 1% 2021-03-31
Essex Savings Bank 4,972 4,537 10% 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 4,957 3,055 62% 2021-03-31
BESSEMER GROUP INC 4,941 2,463 101% 2021-03-31
Mount Yale Investment Advisors, LLC 4,913 5,011 2% 2021-03-31
CULBERTSON A N & CO INC 4,865 4,865 No Change 2021-03-31
Paracle Advisors, LLC 4,853 4,853 No Change 2021-03-31
XML Financial, LLC 4,755 4,755 No Change 2021-03-31
FINANCIAL COUNSELORS INC 4,690 3,665 28% 2021-03-31
Bond & Devick Financial Network, Inc. 4,654 4,720 1% 2021-03-31
CFO4Life Group, LLC 4,600 4,600 No Change 2021-03-31
Csenge Advisory Group 4,558 5,518 17% 2021-03-31
Moors & Cabot, Inc. 4,549 4,128 10% 2021-03-31
Carlson Capital Management 4,510 4,510 No Change 2021-03-31
FENIMORE ASSET MANAGEMENT INC 4,500 4,500 No Change 2021-03-31
Galvin, Gaustad & Stein, LLC 4,461 4,861 8% 2021-03-31
HANCOCK HOLDING CO 4,453 4,453 No Change 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 4,434 4,434 No Change 2021-03-31
TrueNorth, Inc. 4,369 4,492 3% 2021-03-31
Doyle Wealth Management 4,341 4,350 0% 2021-03-31
Walkner Condon Financial Advisors LLC 4,267 2,791 53% 2021-03-31
Lineweaver Wealth Advisors, LLC 4,263 4,271 0% 2021-03-31
J. W. Coons Advisors, LLC 4,263 4,533 6% 2021-03-31
COLTON GROOME FINANCIAL ADVISORS, LLC 4,258 4,258 No Change 2021-03-31
IFG Advisory, LLC 4,175 2,927 43% 2021-03-31
Charles Schwab Trust Co 4,172 0 New Buy 2021-03-31
Asset Allocation & Management Company, LLC 4,143 4,143 No Change 2021-03-31
Leonard Rickey Investment Advisors P.L.L.C. 4,129 4,117 0% 2021-03-31
Benedetti & Gucer, Inc. 4,117 0 New Buy 2021-03-31
WealthBridge Capital Management, LLC 4,115 4,086 1% 2021-03-31
180 WEALTH ADVISORS, LLC 4,105 4,530 9% 2021-03-31
Steel Peak Wealth Management LLC 4,103 4,278 4% 2021-03-31
CHILDRESS CAPITAL ADVISORS, LLC 4,100 0 New Buy 2021-03-31
HUNTINGTON NATIONAL BANK 4,021 3,815 5% 2021-03-31
Legacy Wealth Planning, LLC 4,004 4,252 6% 2021-03-31
Dana Investment Advisors, Inc. 3,991 4,190 5% 2021-03-31
Investors Financial Group, LLC 3,973 2,863 39% 2021-03-31
Perigon Wealth Management, LLC 3,942 4,368 10% 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 3,902 3,974 2% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 3,898 3,948 1% 2021-03-31
Waldron, LP 3,871 3,916 1% 2021-03-31
Balentine LLC 3,856 0 New Buy 2021-03-31
Main Street Financial Solutions, LLC 3,844 3,816 1% 2021-03-31
Lighthouse Financial Advisors, Inc. 3,827 3,974 4% 2021-03-31
FORTE CAPITAL LLC /ADV 3,773 2,929 29% 2021-03-31
Campbell Wealth Management 3,756 0 New Buy 2021-03-31
SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3,700 0 New Buy 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 3,653 3,653 No Change 2021-03-31
MANAGED ACCOUNT SERVICES INC 3,640 3,281 11% 2021-03-31
Carnegie Capital Asset Management, LLC 3,623 3,623 No Change 2021-03-31
Alaethes Wealth LLC 3,575 0 New Buy 2021-03-31
Sandy Spring Bank 3,564 3,564 No Change 2021-03-31
Private Capital Advisors, Inc. 3,505 3,505 No Change 2021-03-31
Rede Wealth, LLC 3,486 3,925 11% 2021-03-31
Barber Financial Group, Inc. 3,463 3,416 1% 2021-03-31
Krasney Financial LLC 3,418 2,946 16% 2021-03-31
BSW Wealth Partners 3,404 0 New Buy 2021-03-31
Visionary Wealth Advisors 3,395 3,183 7% 2021-03-31
Summit Financial Wealth Advisors, LLC 3,348 4,217 21% 2021-03-31
Edge Capital Group, LLC 3,339 3,777 12% 2021-03-31
ENCOMPASS WEALTH ADVISORS, LLC 3,309 0 New Buy 2021-03-31
West Branch Capital LLC 3,276 3,272 0% 2021-03-31
Aurora Private Wealth, Inc. 3,268 3,268 No Change 2021-03-31
Dynamic Advisors Solutions LLC 3,262 2,685 21% 2021-03-31
FARR MILLER & WASHINGTON LLC/DC 3,251 3,198 2% 2021-03-31
Landsberg, Bennett, & Dubbaneh LLC 3,224 2,647 22% 2021-03-31
NICOLET BANKSHARES INC 3,218 0 New Buy 2021-03-31
Colonial Asset Management, Inc. 3,206 0 New Buy 2021-03-31
EQ LLC 3,196 3,196 No Change 2021-03-31
DERBY & COMPANY, INC 3,184 3,184 No Change 2021-03-31
Lantz Financial LLC 3,135 3,135 No Change 2021-03-31
REGENTATLANTIC CAPITAL LLC 3,132 3,132 No Change 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 3,126 0 New Buy 2021-03-31
Union Bankshares Corp 3,105 0 New Buy 2021-03-31
Garrett Wealth Advisory Group, LLC 3,074 3,257 6% 2021-03-31
GARRISON POINT ADVISORS, LLC 3,057 3,057 No Change 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 3,038 3,362 10% 2021-03-31
Procyon Private Wealth Partners, LLC 3,024 2,970 2% 2021-03-31
Eudaimonia Partners, LLC 0 2,278 Sold Out 2021-03-31
Kalos Management, Inc. 3,005 0 New Buy 2021-03-31
Douglass Winthrop Advisors, LLC 3,000 3,000 No Change 2021-03-31
Capital Investment Advisory Services, LLC 2,951 4,070 27% 2021-03-31
Measured Wealth Private Client Group, LLC 2,919 2,919 No Change 2021-03-31
Golden State Wealth Management, LLC 2,913 3,107 6% 2021-03-31
Apollon Wealth Management, LLC 2,864 7,883 64% 2021-03-31
CITIGROUP INC 2,805 2,856 2% 2021-03-31
Arete Wealth Advisors, LLC 2,805 2,400 17% 2021-03-31
FC Advisory LLC 2,799 2,855 2% 2021-03-31
McNaughton Wealth Management, LLC 2,796 2,708 3% 2021-03-31
Covenant Multifamily Offices, LLC 2,782 0 New Buy 2021-03-31
4J Wealth Management LLC 2,779 3,085 10% 2021-03-31
SALEM INVESTMENT COUNSELORS INC 2,769 400 592% 2021-03-31
Lincoln Capital LLC 2,767 2,767 No Change 2021-03-31
Schiavi & Co LLC 2,764 0 New Buy 2021-03-31
Financial Architects, Inc 2,603 2,603 No Change 2021-03-31
Trexquant Investment LP 2,593 0 New Buy 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 2,564 2,963 13% 2021-03-31
Portfolio Solutions 2,562 2,562 No Change 2021-03-31
Concord Wealth Partners 2,553 2,471 3% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 2,551 5,185 51% 2021-03-31
Frisch Financial Group, Inc. 2,538 2,553 1% 2021-03-31
Exchange Capital Management, Inc. 2,534 2,597 2% 2021-03-31
Birchcreek Wealth Management, LLC 2,523 2,771 9% 2021-03-31
TANDEM CAPITAL MANAGEMENT CORP /ADV 2,487 2,337 6% 2021-03-31
Neuberger Berman Group LLC 2,457 0 New Buy 2021-03-31
NOTTINGHAM ADVISORS, INC. 2,453 2,748 11% 2021-03-31
Yale Capital CORP 2,446 2,446 No Change 2021-03-31
EVERGREEN CAPITAL MANAGEMENT LLC 2,440 0 New Buy 2021-03-31
Raab & Moskowitz Asset Management LLC 2,418 2,792 13% 2021-03-31
Atlantic Trust Group, LLC 2,417 2,599 7% 2021-03-31
Fragasso Group Inc. 2,360 2,356 0% 2021-03-31
MITCHELL SINKLER & STARR/PA 2,345 2,345 No Change 2021-03-31
BCS Wealth Management 2,325 2,325 No Change 2021-03-31
LEE DANNER & BASS INC 2,308 0 New Buy 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 2,305 0 New Buy 2021-03-31
NovaPoint Capital, LLC 2,289 0 New Buy 2021-03-31
Tacita Capital Inc 2,284 2,284 No Change 2021-03-31
OSBORNE PARTNERS CAPITAL MANAGEMENT 2,258 0 New Buy 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 2,250 2,250 No Change 2021-03-31
BOSTON FAMILY OFFICE LLC 2,250 0 New Buy 2021-03-31
Oakworth Capital, Inc. 2,243 2,243 No Change 2021-03-31
Marietta Wealth Management, LLC 2,222 0 New Buy 2021-03-31
AMERITAS INVESTMENT CORP 2,222 7,064 69% 2021-03-31
SCHMIDT P J INVESTMENT MANAGEMENT INC 2,215 0 New Buy 2021-03-31
CRA Financial Services, LLC 2,215 0 New Buy 2021-03-31
FormulaFolio Investments, LLC 2,209 541,208 100% 2021-03-31
Ledyard National Bank 2,194 3,573 39% 2021-03-31
Semmax Financial Advisors Inc. 2,193 2,423 9% 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,163 2,163 No Change 2021-03-31
CIM, LLC 2,134 0 New Buy 2021-03-31
FINANCIAL MANAGEMENT NETWORK INC 2,134 0 New Buy 2021-03-31
Cranbrook Wealth Management, LLC 2,133 2,166 2% 2021-03-31
BROWN BROTHERS HARRIMAN & CO 2,000 0 New Buy 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 1,980 1,980 No Change 2021-03-31
Jacobi Capital Management LLC 1,932 745 159% 2021-03-31
CENTAURUS FINANCIAL, INC. 1,925 1,925 No Change 2021-03-31
TORONTO DOMINION BANK 1,889 3,299 43% 2021-03-31
Spectrum Management Group, Inc. 1,876 11,441 84% 2021-03-31
Independence Bank of Kentucky 1,818 1,818 No Change 2021-03-31
Bogart Wealth, LLC 1,710 0 New Buy 2021-03-31
Brand Asset Management Group, Inc. 1,706 1,291 32% 2021-03-31
Firestone Capital Management 1,629 2,246 27% 2021-03-31
Gemmer Asset Management LLC 1,459 1,471 1% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 1,437 0 New Buy 2021-03-31
BIDWELL C M & ASSOCIATES LTD/ 1,312 1,312 No Change 2021-03-31
Capital Investment Counsel, Inc 1,250 1,250 No Change 2021-03-31
Fiduciary Planning LLC 1,241 1,241 No Change 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 1,072 1,040 3% 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 1,037 1,037 No Change 2021-03-31
Ellevest, Inc. 985 1,246 21% 2021-03-31
HHM Wealth Advisors, LLC 983 396 148% 2021-03-31
Running Point Capital Advisors, LLC 934 934 No Change 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 873 873 No Change 2021-03-31
EATON VANCE MANAGEMENT 831 0 New Buy 2021-03-31
Abundance Wealth Counselors 774 5,445 86% 2021-03-31
Clearview Wealth Advisors LLC 771 771 No Change 2021-03-31
Private Ocean, LLC 764 1,637 53% 2021-03-31
Stonebridge Capital Advisors LLC 761 0 New Buy 2021-03-31
Pacific Center for Financial Services 747 747 No Change 2021-03-31
CNB Bank 709 709 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 697 0 New Buy 2021-03-31
Disciplined Investments, LLC 671 298 125% 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660 660 No Change 2021-03-31
Larson Financial Group LLC 656 656 No Change 2021-03-31
IRONWOOD WEALTH MANAGEMENT, INC. 650 650 No Change 2021-03-31
Retirement Group, LLC 621 620 0% 2021-03-31
Freedman Financial Associates, Inc. 620 620 No Change 2021-03-31
VALLEY NATIONAL ADVISERS INC 616 344 79% 2021-03-31
ADE, LLC 616 616 No Change 2021-03-31
LIBERTY WEALTH MANAGEMENT LLC 608 608 No Change 2021-03-31
HawsGoodwin Investment Management LLC 607 614 1% 2021-03-31
IAG Wealth Partners, LLC 518 664 22% 2021-03-31
Founders Financial Alliance, LLC 91 192 53% 2021-03-31
Financial Advantage, Inc. 491 0 New Buy 2021-03-31
MOTCO 388 582 33% 2021-03-31
TCI Wealth Advisors, Inc. 383 383 No Change 2021-03-31
Horan Securities, Inc. 369 369 No Change 2021-03-31
Retirement Network 368 367 0% 2021-03-31
Crewe Advisors LLC 362 0 New Buy 2021-03-31
Armor Investment Advisors, LLC 338 639 47% 2021-03-31
Stewardship Financial Advisors, LLC 337 765 56% 2021-03-31
GLENMEDE TRUST CO NA 336 336 No Change 2021-03-31
Graves-Light Private Wealth Management, Inc. 330 330 No Change 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 317 301 5% 2021-03-31
Goodwin Investment Advisory 317 317 No Change 2021-03-31
Cribstone Capital Management, LLC 272 0 New Buy 2021-03-31
Rockbridge Investment Management, LCC 262 262 No Change 2021-03-31
BARCLAYS PLC 261 0 New Buy 2021-03-31
Sargent Bickham Lagudis LLC 259 0 New Buy 2021-03-31
Rice Partnership, LLC 240 0 New Buy 2021-03-31
Princeton Global Asset Management LLC 230 230 No Change 2021-03-31
Gradient Investments LLC 220 434 49% 2021-03-31
Berman Capital Advisors, LLC 219 219 No Change 2021-03-31
CULLEN FROST BANKERS INC 215 505 57% 2021-03-31
Regal Wealth Group, Inc. 215 215 No Change 2021-03-31
JJJ Advisors Inc. 213 0 New Buy 2021-03-31
Lehman & Derafelo Financial Resources LLC 213 213 No Change 2021-03-31
Ellis Investment Partners, LLC 196 182 8% 2021-03-31
McIlrath & Eck, LLC 188 188 No Change 2021-03-31
MCF Advisors LLC 175 175 No Change 2021-03-31
Lowe fs, LLC 161 161 No Change 2021-03-31
IronBridge Private Wealth, LLC 158 0 New Buy 2021-03-31
Kistler-Tiffany Companies, LLC 152 152 No Change 2021-03-31
ROBBINS FARLEY LLC 149 0 New Buy 2021-03-31
Aspire Private Capital, LLC 145 145 No Change 2021-03-31
BerganKDV Wealth Management, LLC 132 132 No Change 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 132 257 49% 2021-03-31
CX Institutional 131 131 No Change 2021-03-31
Community Bank, N.A. 120 120 No Change 2021-03-31
Atlas Private Wealth Advisors 120 120 No Change 2021-03-31
Front Row Advisors LLC 112 97 15% 2021-03-31
Global Trust Asset Management, LLC 112 121 7% 2021-03-31
GPS Wealth Strategies Group, LLC 111 0 New Buy 2021-03-31
Tower Research Capital LLC 0 32,536 Sold Out 2021-03-31
QUADRANT CAPITAL GROUP LLC 78 42 86% 2021-03-31
PYA Waltman Capital, LLC 78 0 New Buy 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 76 44 73% 2021-03-31
Key FInancial Inc 64 64 No Change 2021-03-31
BALDWIN BROTHERS INC/MA 59 0 New Buy 2021-03-31
Altus Wealth Group LLC 56 56 No Change 2021-03-31
Lee Financial CORP 50 0 New Buy 2021-03-31
Aptus Capital Advisors, LLC 29 29 No Change 2021-03-31
Hanson Investment Management 27 0 New Buy 2021-03-31
OPTIMUM INVESTMENT ADVISORS 8 5 60% 2021-03-31
Renaissance Technologies(Jim Simons) 0 4,300 Sold Out 2021-03-31
OAKWOOD CAPITAL MANAGEMENT LLC/CA 0 4,325 Sold Out 2021-03-31
PITTENGER & ANDERSON INC 0 834 Sold Out 2021-03-31
DAL Investment CO 0 2,395 Sold Out 2021-03-31
HOWE & RUSLING INC 0 100 Sold Out 2021-03-31
Capital Directions Investment Advisors, LLC 0 3,639 Sold Out 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 43,869 Sold Out 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0 260 Sold Out 2021-03-31
DUNCKER STREETT & CO INC 0 493 Sold Out 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 0 2,939 Sold Out 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 0 4,671 Sold Out 2021-03-31
Quantbot Technologies LLC 0 3,494 Sold Out 2021-03-31
FLOW TRADERS U.S. LLC 0 38,109 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 178,248 Sold Out 2021-03-31
Iron Financial, LLC 0 3,227 Sold Out 2021-03-31
Sawtooth Asset Management, Inc. 0 56,331 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 5,383 Sold Out 2021-03-31
NorthRock Partners, LLC 0 2,331 Sold Out 2021-03-31
ROPES WEALTH ADVISORS LLC 0 215 Sold Out 2021-03-31
GenWealth Group, Inc. 0 2,827 Sold Out 2021-03-31
Spearhead Capital Advisors, LLC 0 4,347 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 642 Sold Out 2021-03-31
OmniStar Financial Group, Inc. 0 4,683 Sold Out 2021-03-31
NVWM, LLC 0 117 Sold Out 2021-03-31
Vectors Research Management, LLC 0 181 Sold Out 2021-03-31
FORTEM FINANCIAL GROUP, LLC 0 875 Sold Out 2021-03-31
BCJ Capital Management, LLC 0 4,488 Sold Out 2021-03-31
LWS Wealth Advisors, Inc. 0 2,998 Sold Out 2021-03-31
Kathmere Capital Management, LLC 0 153 Sold Out 2021-03-31
Column Capital Advisors, LLC 0 37 Sold Out 2021-03-31
N.E.W. Advisory Services LLC 0 3,640 Sold Out 2021-03-31
Laidlaw Wealth Management LLC 0 11,046 Sold Out 2021-03-31
Orion Portfolio Solutions, LLC 0 2,834 Sold Out 2021-03-31
FSA Wealth Management LLC 0 1,440 Sold Out 2021-03-31
MAGNOLIA CAPITAL ADVISORS LLC 0 15,705 Sold Out 2021-03-31
LifePro Asset Management 0 3,227 Sold Out 2021-03-31
GoalVest Advisory LLC 0 557 Sold Out 2021-03-31
Black Swift Group, LLC 0 550 Sold Out 2021-03-31
Oder Investment Management, LLC 0 213 Sold Out 2021-03-31
Lebenthal Global Advisors, LLC 0 229 Sold Out 2021-03-31
Inspire Advisors, LLC 0 142 Sold Out 2021-03-31
BCGM Wealth Management, LLC 0 5,531 Sold Out 2021-03-31
Tradition Wealth Management, LLC 0 20 Sold Out 2021-03-31
Alliance Wealth Advisors, LLC 0 7,051 Sold Out 2021-03-31
DEFINED WEALTH MANAGEMENT, LLC 0 27 Sold Out 2021-03-31
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