Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:
ISHARE RUS 2000 VALU   (ticker: IWN)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
TIAA, FSB 1,212 1,411 14% 2021-06-30
VICTORY CAPITAL MANAGEMENT INC 506,900 492,200 3% 2021-06-30
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 415,500 389,170 7% 2021-06-30
WHITTIER TRUST CO 255,825 240,089 7% 2021-06-30
STEPHENS GROUP ASSET MANAGEMENT, LLC 218,582 396,580 45% 2021-06-30
Zhang Financial LLC 145,183 151,339 4% 2021-06-30
WHITTIER TRUST CO OF NEVADA INC 122,466 0 New Buy 2021-06-30
WoodTrust Financial Corp 106,723 108,487 2% 2021-06-30
CHURCHILL MANAGEMENT GROUP /CA/ 98,542 98,516 0% 2021-06-30
Powell Investment Advisors, LLC 82,614 80,259 3% 2021-06-30
LBJ Family Wealth Advisors, Ltd. 67,305 70,032 4% 2021-06-30
Resource Management, LLC 66,329 67,731 2% 2021-06-30
Sierra Capital LLC 48,028 0 New Buy 2021-06-30
SMI Advisory Services, LLC 43,140 40,631 6% 2021-06-30
Windsor Creek Advisors, LLC 42,200 63,262 33% 2021-06-30
Geneos Wealth Management Inc. 0 33,993 Sold Out 2021-06-30
Taylor, Cottrill, Erickson & Associates, Inc. 32,873 30,988 6% 2021-06-30
Windsor Group LTD 32,554 32,802 1% 2021-06-30
Silverleafe Capital Partners, LLC 29,305 28,448 3% 2021-06-30
UMB BANK N A/MO 26,433 26,020 2% 2021-06-30
Towerpoint Wealth, LLC 25,723 27,902 8% 2021-06-30
United Asset Strategies, Inc. 25,555 28,406 10% 2021-06-30
Windward Private Wealth Management Inc. 22,937 23,461 2% 2021-06-30
Stratos Wealth Advisors, LLC 20,571 31,052 34% 2021-06-30
AdvisorNet Financial, Inc 20,451 19,917 3% 2021-06-30
USCA RIA LLC 19,835 19,850 0% 2021-06-30
Prosperity Planning, Inc. 15,244 15,490 2% 2021-06-30
Pure Financial Advisors, Inc. 11,412 9,558 19% 2021-06-30
Venturi Wealth Management, LLC 11,066 10,533 5% 2021-06-30
Valeo Financial Advisors, LLC 10,498 10,429 1% 2021-06-30
STOCK YARDS BANK & TRUST CO 10,346 11,048 6% 2021-06-30
Massey, Quick & Co., LLC 8,935 8,984 1% 2021-06-30
WASHINGTON TRUST BANK 8,812 8,812 No Change 2021-06-30
West Coast Financial LLC 8,307 8,578 3% 2021-06-30
FIRST MIDWEST BANK TRUST DIVISION 7,806 19,626 60% 2021-06-30
Stratos Wealth Partners, LTD. 6,369 6,159 3% 2021-06-30
Stordahl Capital Management, Inc. 6,358 6,415 1% 2021-06-30
Carnick & Kubik Group, LLC 6,026 5,398 12% 2021-06-30
VAUGHAN AND COMPANY SECURITIES, INC. 0 5,160 Sold Out 2021-06-30
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5,942 6,056 2% 2021-06-30
CHEMUNG CANAL TRUST CO 5,854 5,854 No Change 2021-06-30
Tranquility Partners, LLC 5,616 0 New Buy 2021-06-30
Ullmann Financial Group, Inc. 5,517 6,030 9% 2021-06-30
SOL Capital Management CO 5,320 5,370 1% 2021-06-30
Tarbox Group, Inc. 5,280 5,280 No Change 2021-06-30
North Star Investment Management Corp. 5,188 4,450 17% 2021-06-30
Kuehl Shepherd Kozlowski & Associates,Inc. 4,838 4,614 5% 2021-06-30
WELCH & FORBES LLC 4,473 4,473 No Change 2021-06-30
WESPAC Advisors SoCal, LLC 4,450 0 New Buy 2021-06-30
RNC CAPITAL MANAGEMENT LLC 4,393 4,593 4% 2021-06-30
YorkBridge Wealth Partners, LLC 4,263 4,231 1% 2021-06-30
APPLETON PARTNERS INC/MA 3,904 3,904 No Change 2021-06-30
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 3,330 3,329 0% 2021-06-30
Renasant Bank 3,285 3,406 4% 2021-06-30
ARP AMERICAS LLC 3,250 3,250 No Change 2021-06-30
SJA Financial Advisory, LLC 3,188 3,383 6% 2021-06-30
PATTEN & PATTEN INC/TN 3,155 3,180 1% 2021-06-30
V Wealth Management,LLC 2,956 3,111 5% 2021-06-30
WEDGEWOOD INVESTORS INC /PA/ 2,892 2,892 No Change 2021-06-30
First Financial Bank, N.A. - Trust Division 2,392 2,394 0% 2021-06-30
WOLFF WIESE MAGANA LLC 2,269 2,269 No Change 2021-06-30
Fisher Asset Management, LLC(Kenneth L. Fisher) 2,253 1,745 29% 2021-06-30
Platte River Wealth Advisors, LLC 2,120 2,120 No Change 2021-06-30
Montecito Bank & Trust 1,918 1,918 No Change 2021-06-30
Grubman Wealth Management 1,802 1,892 5% 2021-06-30
CHESLEY TAFT & ASSOCIATES LLC/IL 1,765 1,765 No Change 2021-06-30
TRUST CO OF VERMONT 1,676 1,663 1% 2021-06-30
FULTON BANK, N.A. 1,676 1,673 0% 2021-06-30
SOA Wealth Advisors, LLC. 1,579 1,278 24% 2021-06-30
Regent Investment Management LLC 1,511 1,511 No Change 2021-06-30
Wells Trecaso Financial Group, LLC 1,509 1,509 No Change 2021-06-30
WealthTrust Axiom LLC 1,395 1,395 No Change 2021-06-30
S.A. Mason LLC 1,363 1,324 3% 2021-06-30
Royal Harbor Partners, LLC 1,334 1,334 No Change 2021-06-30
Weaver Consulting Group 1,274 0 New Buy 2021-06-30
Versant Capital Management, Inc 1,173 1,173 No Change 2021-06-30
Filbrandt Wealth Management, LLC 900 900 No Change 2021-06-30
Sage Mountain Advisors LLC 709 0 New Buy 2021-06-30
Sugarloaf Wealth Management, LLC 634 903 30% 2021-06-30
TSFG, LLC 577 555 4% 2021-06-30
TFO-TDC, LLC 449 448 0% 2021-06-30
Pinnacle Bank 300 300 No Change 2021-06-30
Perkins Coie Trust Co 295 0 New Buy 2021-06-30
Tower View Investment Management & Research LLC 30 30 No Change 2021-06-30
West Financial Advisors, LLC 10 10 No Change 2021-06-30
Sound Income Strategies, LLC 8 8 No Change 2021-06-30
WESPAC Advisors, LLC 0 2,000 Sold Out 2021-06-30
Deane Retirement Strategies, Inc. 0 77,137 Sold Out 2021-06-30
MORGAN STANLEY 8,077,696 0 New Buy 2021-03-31
JONES FINANCIAL COMPANIES LLLP 1,010 4,937,772 100% 2021-03-31
WELLS FARGO & CO/MN 2,128,751 1,422,157 50% 2021-03-31
Alaska Permanent Fund Corp 1,990,100 3,704,726 46% 2021-03-31
Richard Bernstein Advisors LLC 1,737,266 610,541 185% 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 1,633,759 1,594,591 2% 2021-03-31
Angeles Investment Advisors, LLC 1,511,700 0 New Buy 2021-03-31
AMERIPRISE FINANCIAL INC 1,442,388 615,776 134% 2021-03-31
Betterment LLC 1,109,064 1,161,350 5% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 1,027,157 1,513,049 32% 2021-03-31
UBS Group AG 3,733 897,103 100% 2021-03-31
Amerivest Investment Management LLC 1,008,465 1,008,465 No Change 2021-03-31
Neuberger Berman Group LLC 994,763 1,169,628 15% 2021-03-31
NORTHERN TRUST CORP 798,616 723,393 10% 2021-03-31
DAVIDSON D A & CO 791,698 864,927 8% 2021-03-31
ROYAL BANK OF CANADA 701,796 0 New Buy 2021-03-31
FMR LLC 4 12 67% 2021-03-31
Susquehanna International Group, LLP 654,241 526,116 24% 2021-03-31
M&T BANK CORP 653,093 675,518 3% 2021-03-31
COMMERCE BANK N A/MO 590,039 450,306 31% 2021-03-31
J P MORGAN CHASE & CO 586,956 927,479 37% 2021-03-31
LPL Financial CORP 570,545 554,349 3% 2021-03-31
Advisors Preferred, LLC 567,245 276,571 105% 2021-03-31
Oak Hill Investment Management, L.P. 536,685 711,171 25% 2021-03-31
BAILARD, INC. 534,728 555,680 4% 2021-03-31
PMFM Inc. 476,313 476,313 No Change 2021-03-31
US BANCORP DE 464,379 464,551 0% 2021-03-31
GW HENSSLER & ASSOCIATES LTD 434,529 0 New Buy 2021-03-31
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 433,457 4,361 9,839% 2021-03-31
Bank of New York Mellon CORP 429,167 348,016 23% 2021-03-31
OXFORD FINANCIAL GROUP LTD 349,988 351,415 0% 2021-03-31
Lombard Odier Asset Management (USA) Corp 343,600 0 New Buy 2021-03-31
Starboard Value LP 337,777 337,777 No Change 2021-03-31
EP Wealth Advisors, Inc. 326,834 333,726 2% 2021-03-31
SEI INVESTMENTS CO 326,432 332,387 2% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 323,114 105,000 208% 2021-03-31
BADGLEY PHELPS & BELL INC 319,241 281,040 14% 2021-03-31
Facet Wealth, Inc. 291,248 0 New Buy 2021-03-31
Man Group plc 283,817 0 New Buy 2021-03-31
BROWN ADVISORY HOLDINGS INC 249,612 210,959 18% 2021-03-31
Comprehensive Financial Management LLC 230,481 230,481 No Change 2021-03-31
RAYMOND JAMES & ASSOCIATES 229,878 194,298 18% 2021-03-31
AMG National Trust Bank 223,589 5,160 4,233% 2021-03-31
Financial Network 214,564 233,670 8% 2021-03-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 213,072 0 New Buy 2021-03-31
Raymond James Financial Services Advisors, Inc. 210,246 142,296 48% 2021-03-31
Veritable, L.P. 207,946 182,596 14% 2021-03-31
HighTower Advisors, LLC 198,138 194,467 2% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 193,638 0 New Buy 2021-03-31
Waldron, LP 188,652 202,646 7% 2021-03-31
STEPHENS INC /AR/ 186,189 181,982 2% 2021-03-31
SHAPIRO CAPITAL MANAGEMENT CO INC 181,322 381,637 52% 2021-03-31
Aristotle Capital Boston, LLC 180,975 183,994 2% 2021-03-31
HWG Holdings LP 173,360 0 New Buy 2021-03-31
MAI Wealth Advisors 171,570 76,379 125% 2021-03-31
CASTLEARK MANAGEMENT LLC 166,560 166,560 No Change 2021-03-31
ARIEL CAPITAL MANAGEMENT LLC(John Rogers) 166,421 201,217 17% 2021-03-31
FIFTH THIRD BANCORP 152,783 107,624 42% 2021-03-31
FIDUCIARY TRUST CO 150,258 152,622 2% 2021-03-31
COURIER CAPITAL CORP 149,062 154,724 4% 2021-03-31
JACOBS LEVY EQUITY MANAGEMENT INC 146,160 146,160 No Change 2021-03-31
FLOW TRADERS U.S. LLC 146,108 0 New Buy 2021-03-31
RSM US WEALTH MANAGEMENT LLC 143,734 135,305 6% 2021-03-31
HBK Sorce Advisory LLC 141,666 8,240 1,619% 2021-03-31
Accredited Investors Inc. 138,663 0 New Buy 2021-03-31
DUFF & PHELPS INVESTMENT MANAGEMENT CO 137,890 137,890 No Change 2021-03-31
SYNOVUS FINANCIAL CORP 137,669 641,752 79% 2021-03-31
SG Americas Securities, LLC 128,207 136,117 6% 2021-03-31
Atlantic Trust Group, LLC 125,075 70,222 78% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 119,820 110,736 8% 2021-03-31
UNIONBANCAL CORP 115,113 119,448 4% 2021-03-31
WEXFORD CAPITAL LLC 113,103 0 New Buy 2021-03-31
SAGE PRIVATE WEALTH GROUP, LLC 112,215 0 New Buy 2021-03-31
DUPONT CAPITAL MANAGEMENT 112,057 159,333 30% 2021-03-31
BBVA USA BANCSHARES INC 111,064 111,412 0% 2021-03-31
ASPIRIANT, LLC 106,883 108,697 2% 2021-03-31
Cutler Group LP 7,307 0 New Buy 2021-03-31
ALLIANCEBERNSTEIN L.P. 102,184 130,976 22% 2021-03-31
Allianz Asset Management AG 100,383 0 New Buy 2021-03-31
WOLVERINE TRADING, LLC 99,168 0 New Buy 2021-03-31
WADE G W & INC 98,871 97,169 2% 2021-03-31
Flaharty Asset Management, LLC 96,516 92,868 4% 2021-03-31
Calamos Advisors LLC 93,905 93,905 No Change 2021-03-31
DERBY & COMPANY, INC 93,755 89,829 4% 2021-03-31
Rockefeller Capital Management L.P. 93,666 29,909 213% 2021-03-31
McKinley Carter Wealth Services, Inc. 92,262 38,978 137% 2021-03-31
AlphaMark Advisors, LLC 88,674 0 New Buy 2021-03-31
Modera Wealth Management, LLC 88,169 89,398 1% 2021-03-31
FRANKLIN RESOURCES INC 87,540 91,673 5% 2021-03-31
SONATA CAPITAL GROUP INC 86,555 66,724 30% 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 84,255 114,403 26% 2021-03-31
HSBC HOLDINGS PLC 83,376 94,192 11% 2021-03-31
Paradigm Financial Advisors, LLC 82,872 9,935 734% 2021-03-31
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 82,318 154,163 47% 2021-03-31
Covenant Partners, LLC 81,428 81,939 1% 2021-03-31
CONCENTRIC WEALTH MANAGEMENT, LLC 81,109 81,611 1% 2021-03-31
Fort Point Capital Partners, LLC 79,826 63,014 27% 2021-03-31
BRANDYWINE ASSET MANAGEMENT LLC 79,061 209,627 62% 2021-03-31
BANK OF NOVA SCOTIA / 78,151 3,613 2,063% 2021-03-31
F3Logic, LLC 77,199 94,226 18% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 76,585 75,294 2% 2021-03-31
THOMPSON SIEGEL & WALMSLEY LLC 76,068 85,081 11% 2021-03-31
BP WEALTH MANAGEMENT, LLC 75,222 38,340 96% 2021-03-31
Baird Financial Group, Inc. 7,794 7,994 3% 2021-03-31
Brookstone Capital Management 74,932 72,730 3% 2021-03-31
Crestone Asset Management LLC 0 115,268 Sold Out 2021-03-31
Interactive Financial Advisors 0 71,881 Sold Out 2021-03-31
CITIGROUP INC 70,494 180,599 61% 2021-03-31
TOCQUEVILLE ASSET MANAGEMENT LP 67,196 52,106 29% 2021-03-31
Mariner Wealth Advisors, LLC 65,719 71,987 9% 2021-03-31
Hanson McClain, Inc. 65,676 70,362 7% 2021-03-31
Hillcrest Wealth Advisors - NY, LLC 65,621 63,755 3% 2021-03-31
Kestra Advisory Services, LLC 65,548 62,864 4% 2021-03-31
AdvicePeriod, LLC 63,464 60,613 5% 2021-03-31
STIFEL FINANCIAL CORP 3,533 3,643 3% 2021-03-31
MML INVESTORS SERVICES, LLC 62,822 73,061 14% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 62,329 62,845 1% 2021-03-31
NICHOLAS CO INC /WI 60,000 60,000 No Change 2021-03-31
Jordan Park Group LLC 59,848 0 New Buy 2021-03-31
CAROLINAS WEALTH CONSULTING LLC 59,285 60,665 2% 2021-03-31
Strategic Wealth Partners Group LLC 59,160 60,175 2% 2021-03-31
Prentice Wealth Management LLC 56,771 0 New Buy 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 56,099 54,428 3% 2021-03-31
BANK OF MONTREAL /CAN/ 55,247 62,260 11% 2021-03-31
Prime Capital Investment Advisors, LLC 55,013 58,159 5% 2021-03-31
Janney Montgomery Scott LLC 53,426 48,720 10% 2021-03-31
360 Financial, Inc. 53,325 51,256 4% 2021-03-31
Chicago Wealth Management, Inc. 52,483 51,617 2% 2021-03-31
Buckingham Asset Management, LLC 51,174 64,409 21% 2021-03-31
GLENMEDE TRUST CO NA 50,877 50,347 1% 2021-03-31
RT Capital Management, LLC 49,714 0 New Buy 2021-03-31
Independent Family Office, LLC 47,602 41,174 16% 2021-03-31
ROYCE & ASSOCIATES LLC 47,600 44,400 7% 2021-03-31
WOLVERINE ASSET MANAGEMENT LLC 4,000 24,000 83% 2021-03-31
HANCOCK HOLDING CO 43,992 45,397 3% 2021-03-31
People's United Financial, Inc. 43,707 36,648 19% 2021-03-31
FSA Wealth Management LLC 42,575 58,942 28% 2021-03-31
Financial Planning & Information Services, Inc. 13,560 14,856 9% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 41,647 34,617 20% 2021-03-31
Parkside Financial Bank & Trust 41,628 41,112 1% 2021-03-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 0 41,637 Sold Out 2021-03-31
MMA ASSET MANAGEMENT LLC 40,821 44,452 8% 2021-03-31
NORTHWEST WEALTH MANAGEMENT, LLC 39,990 42,349 6% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 39,768 36,543 9% 2021-03-31
HERON FINANCIAL GROUP, LLC 39,722 34,899 14% 2021-03-31
Bishop & Co Investment Management, LLC 38,345 43,474 12% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 38,179 35,830 7% 2021-03-31
Warren Averett Asset Management, LLC 37,859 38,656 2% 2021-03-31
St. Louis Trust Co 37,336 37,277 0% 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 36,485 77,539 53% 2021-03-31
CB&T Wealth Management 36,411 41,208 12% 2021-03-31
McLean Asset Management Corp 36,125 36,998 2% 2021-03-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 35,981 91,319 61% 2021-03-31
NEW SOUTH CAPITAL MANAGEMENT INC 35,900 60,700 41% 2021-03-31
WESBANCO BANK INC 34,193 0 New Buy 2021-03-31
TD ASSET MANAGEMENT INC 34,139 31,338 9% 2021-03-31
Bartlett & Co. LLC 33,971 41,516 18% 2021-03-31
Regal Wealth Group, Inc. 33,913 33,780 0% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 32,930 32,882 0% 2021-03-31
Multi-Financial Securities Corp 32,722 27,527 19% 2021-03-31
MOODY LYNN & CO/ 32,652 16,867 94% 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 31,464 10,892 189% 2021-03-31
Graves-Light Private Wealth Management, Inc. 31,114 30,956 1% 2021-03-31
BLAIR WILLIAM & CO/IL 30,096 40,166 25% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 30,080 0 New Buy 2021-03-31
One Capital Management, LLC 29,963 32,191 7% 2021-03-31
BRYN MAWR TRUST CO/PA 29,929 30,964 3% 2021-03-31
Private Advisor Group, LLC 27,495 0 New Buy 2021-03-31
GHP Investment Advisors, Inc. 28,066 29,390 5% 2021-03-31
Creative Planning 27,384 29,915 8% 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 27,352 69,869 61% 2021-03-31
TOBIAS FINANCIAL ADVISORS, INC. 26,764 30,883 13% 2021-03-31
FEDERATED INVESTORS INC /PA/ 26,404 0 New Buy 2021-03-31
Atlas Brown,Inc. 26,052 26,380 1% 2021-03-31
NovaPoint Capital, LLC 25,656 11,136 130% 2021-03-31
BARCLAYS PLC 923 923 No Change 2021-03-31
LAKE STREET FINANCIAL LLC 24,967 24,920 0% 2021-03-31
XML Financial, LLC 24,956 23,142 8% 2021-03-31
MEEDER ASSET MANAGEMENT INC 24,587 12,665 94% 2021-03-31
Integrated Investment Consultants, LLC 24,534 0 New Buy 2021-03-31
Keebeck Alpha, LP 23,873 0 New Buy 2021-03-31
NorthCoast Asset Management LLC 23,455 0 New Buy 2021-03-31
Southern Wealth Management, LLP 23,199 20,016 16% 2021-03-31
CREDIT SUISSE/ 22,705 42,526 47% 2021-03-31
Cornerstone Wealth Advisors, Inc. 22,478 0 New Buy 2021-03-31
Rinet Co LLC 22,243 22,236 0% 2021-03-31
Mutual Advisors, LLC 22,102 25,632 14% 2021-03-31
Harel Insurance Investments & Financial Services Ltd. 22,017 0 New Buy 2021-03-31
Country Club Trust Company, n.a. 21,856 20,097 9% 2021-03-31
IndexIQ Advisors LLC 21,554 38,278 44% 2021-03-31
PRUDENTIAL FINANCIAL INC 21,512 26,537 19% 2021-03-31
Homrich & Berg 21,485 0 New Buy 2021-03-31
Yale Capital CORP 21,024 21,024 No Change 2021-03-31
Goldstein Munger & Associates 20,126 20,126 No Change 2021-03-31
Oldfather Financial Services, LLC 19,407 0 New Buy 2021-03-31
FINANCIAL COUNSELORS INC 19,192 19,171 0% 2021-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 19,079 21,392 11% 2021-03-31
LOWE BROCKENBROUGH & CO INC 19,047 18,523 3% 2021-03-31
Genesee Capital Advisors, LLC 18,677 19,465 4% 2021-03-31
CITY HOLDING CO 18,272 17,487 4% 2021-03-31
FURE FINANCIAL CORP 18,106 0 New Buy 2021-03-31
Cetera Investment Advisers 17,824 23,275 23% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 17,694 20,501 14% 2021-03-31
Cascadia Advisory Services, LLC 17,486 0 New Buy 2021-03-31
WELLINGTON MANAGEMENT CO LLP 17,291 14,824 17% 2021-03-31
Alera Investment Advisors, LLC 17,114 17,758 4% 2021-03-31
OPPENHEIMER & CO INC 16,954 1,967 762% 2021-03-31
Strategic Financial Group, LLC 16,894 16,635 2% 2021-03-31
Parallel Advisors, LLC 16,891 17,244 2% 2021-03-31
SAX WEALTH ADVISORS, LLC 16,618 0 New Buy 2021-03-31
SMITH, MOORE & CO. 16,489 10,502 57% 2021-03-31
CPCM, LLC 16,264 16,264 No Change 2021-03-31
Maltin Wealth Management, Inc. 16,030 15,892 1% 2021-03-31
MESIROW FINANCIAL INVESTMENT MANAGEMENT 15,995 1,525 949% 2021-03-31
Empirical Financial Services, LLC 15,954 21,327 25% 2021-03-31
Asset Management Group, Inc. 15,949 16,024 0% 2021-03-31
GUGGENHEIM CAPITAL LLC 15,946 34,895 54% 2021-03-31
American Financial Advisors, LLC 15,785 16,834 6% 2021-03-31
Integrated Wealth Concepts LLC 15,742 14,390 9% 2021-03-31
Wealth Architects, LLC 15,417 15,417 No Change 2021-03-31
Zions Bancorporation, N.A. 14,847 14,847 No Change 2021-03-31
Renaissance Technologies(Jim Simons) 14,700 0 New Buy 2021-03-31
STATE STREET CORP 14,395 44,585 68% 2021-03-31
Wealthcare Advisory Partners LLC 14,270 18,453 23% 2021-03-31
TCG Advisory Services, LLC 14,134 0 New Buy 2021-03-31
GRIMES & COMPANY, INC. 13,810 10,630 30% 2021-03-31
Sowell Financial Services LLC 13,777 984 1,300% 2021-03-31
RAYMOND JAMES TRUST CO 13,742 13,712 0% 2021-03-31
Hardy Reed LLC 13,312 13,312 No Change 2021-03-31
Roundview Capital LLC 13,113 13,113 No Change 2021-03-31
SHAKESPEARE WEALTH MANAGEMENT, INC. 13,062 13,939 6% 2021-03-31
Klingman & Associates, LLC 12,516 12,406 1% 2021-03-31
Alhambra Investment Partners LLC 12,378 6,095 103% 2021-03-31
Pettinga Financial Advisors, LLC 12,280 10,630 16% 2021-03-31
Legacy Bridge, LLC 12,240 11,200 9% 2021-03-31
Evercore Wealth Management, LLC 12,154 12,209 0% 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 12,111 12,700 5% 2021-03-31
Argent Trust Co 11,841 11,812 0% 2021-03-31
Carnegie Capital Asset Management, LLC 11,723 11,853 1% 2021-03-31
Carlson Capital Management 11,596 11,629 0% 2021-03-31
Interchange Capital Partners, LLC 11,442 3,200 258% 2021-03-31
QUADRANT CAPITAL GROUP LLC 11,418 11,418 No Change 2021-03-31
PINNACLE ASSOCIATES LTD 11,277 13,895 19% 2021-03-31
CULLEN FROST BANKERS INC 11,258 14,499 22% 2021-03-31
BHK Investment Advisors, LLC 11,187 11,187 No Change 2021-03-31
Goss Wealth Management LLC 11,013 3,213 243% 2021-03-31
EATON VANCE MANAGEMENT 10,992 0 New Buy 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 10,703 11,570 7% 2021-03-31
Connecticut Wealth Management, LLC 10,603 0 New Buy 2021-03-31
Meristem, LLP 10,576 10,576 No Change 2021-03-31
Fulton Breakefield Broenniman LLC 10,562 9,715 9% 2021-03-31
WEALTHSOURCE PARTNERS, LLC 10,500 12,755 18% 2021-03-31
MASSMUTUAL TRUST CO FSB/ADV 10,436 11,125 6% 2021-03-31
Beacon Pointe Advisors, LLC 10,413 10,213 2% 2021-03-31
VAN ECK ASSOCIATES CORP 10,255 14,512 29% 2021-03-31
Keebeck Wealth Management, LLC 10,238 13,905 26% 2021-03-31
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 10,170 10,217 0% 2021-03-31
Wealth Dimensions Group, Ltd. 10,010 10,360 3% 2021-03-31
INSIGHT 2811, INC. 9,967 10,019 1% 2021-03-31
Kensington Investment Counsel, LLC 9,946 5,017 98% 2021-03-31
Affinity Capital Advisors, LLC 9,876 11,559 15% 2021-03-31
Hayden Royal, LLC 9,871 0 New Buy 2021-03-31
Johnson Financial Group, Inc. 9,817 0 New Buy 2021-03-31
Disciplined Investments, LLC 9,736 12,334 21% 2021-03-31
HRT FINANCIAL LLC 9,674 11,472 16% 2021-03-31
Pensionmark Financial Group, LLC 9,670 0 New Buy 2021-03-31
FIRST TRUST ADVISORS LP 9,587 10,219 6% 2021-03-31
Family Firm, Inc. 9,362 9,256 1% 2021-03-31
Harbour Capital Advisors, LLC 9,035 0 New Buy 2021-03-31
Burns Wealth Management, Inc. 8,979 9,257 3% 2021-03-31
LINCOLN NATIONAL CORP 8,905 8,568 4% 2021-03-31
Drexel Morgan & Co. 8,832 8,832 No Change 2021-03-31
Eukles Asset Management 8,648 8,640 0% 2021-03-31
H D Vest Advisory Services 8,535 5,743 49% 2021-03-31
Avenue 1 Advisors, LLC 8,491 8,413 1% 2021-03-31
Freestone Capital Holdings, LLC 8,424 1,550 443% 2021-03-31
MANAGED ACCOUNT SERVICES INC 8,360 9,017 7% 2021-03-31
CI INVESTMENTS INC. 8,335 7,831 6% 2021-03-31
COMERICA SECURITIES,INC. 8,091 8,221 2% 2021-03-31
NWAM LLC 8,087 5,411 49% 2021-03-31
CIBC World Markets Inc. 8,020 5,435 48% 2021-03-31
BEAM Asset Management, LLC 8,020 0 New Buy 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 7,922 8,158 3% 2021-03-31
Atlas Private Wealth Advisors 7,922 8,066 2% 2021-03-31
Linscomb & Williams, Inc. 7,794 7,800 0% 2021-03-31
DAVENPORT & CO LLC 7,575 0 New Buy 2021-03-31
Global Retirement Partners, LLC 7,463 7,728 3% 2021-03-31
PARAMETRIC PORTFOLIO ASSOCIATES 7,418 6,395 16% 2021-03-31
Cresset Asset Management, LLC 7,381 7,377 0% 2021-03-31
RPG Investment Advisory, LLC 7,273 7,735 6% 2021-03-31
Sequoia Financial Advisors, LLC 7,189 6,795 6% 2021-03-31
COLONY GROUP LLC 7,169 7,198 0% 2021-03-31
ANCHOR CAPITAL ADVISORS INC 7,156 6,366 12% 2021-03-31
PATRON PARTNERS ADVISORS, LLC 7,146 2,331 207% 2021-03-31
National Asset Management, Inc. 7,140 7,992 11% 2021-03-31
MANAGED ASSET PORTFOLIOS, LLC 7,111 7,411 4% 2021-03-31
Cornerstone Wealth Management, LLC 6,980 7,092 2% 2021-03-31
PDS Planning, Inc 6,973 7,716 10% 2021-03-31
Morris Capital Advisors, LLC 6,970 8,270 16% 2021-03-31
MOULTON WEALTH MANAGEMENT, INC 6,962 0 New Buy 2021-03-31
Alamar Capital Management, LLC 6,882 6,182 11% 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 6,875 6,852 0% 2021-03-31
Sigma Planning Corp 6,783 6,530 4% 2021-03-31
HPM Partners LLC 6,723 6,596 2% 2021-03-31
BRANDYWINE TRUST CO 6,654 6,654 No Change 2021-03-31
PITTENGER & ANDERSON INC 6,500 6,500 No Change 2021-03-31
Tower Research Capital LLC 0 34,401 Sold Out 2021-03-31
Sandy Spring Bank 6,327 5,935 7% 2021-03-31
REGIONS FINANCIAL CORP 6,149 7,050 13% 2021-03-31
Robeco Investment Management, Inc. 5,953 13,853 57% 2021-03-31
BESSEMER GROUP INC 5,942 3,082 93% 2021-03-31
Hartland & Co., LLC 5,916 5,606 6% 2021-03-31
Financial Advocates Investment Management 5,910 5,856 1% 2021-03-31
Center for Financial Planning, Inc. 5,906 5,906 No Change 2021-03-31
Autus Asset Management, LLC 5,731 5,806 1% 2021-03-31
HOWLAND CAPITAL MANAGEMENT INC 5,685 5,829 2% 2021-03-31
Equitable Holdings, Inc. 5,633 4,781 18% 2021-03-31
Evanson Asset Management, LLC 5,542 5,542 No Change 2021-03-31
Visionary Wealth Advisors 5,514 5,321 4% 2021-03-31
Magnus Financial Group LLC 5,508 5,043 9% 2021-03-31
Performa Ltd (US), LLC 5,493 18,252 70% 2021-03-31
Garde Capital, Inc. 5,399 5,415 0% 2021-03-31
N.E.W. Advisory Services LLC 5,393 7,731 30% 2021-03-31
APPLETON GROUP WEALTH MANAGEMENT LLC 5,343 5,325 0% 2021-03-31
Rehmann Capital Advisory Group 5,298 5,363 1% 2021-03-31
Opus Capital Group, LLC 5,288 5,288 No Change 2021-03-31
IFP Advisors, Inc 5,250 5,169 2% 2021-03-31
Journey Advisory Group, LLC 5,113 5,146 1% 2021-03-31
Nachman Norwood & Parrott, Inc 5,109 5,109 No Change 2021-03-31
Meridian Wealth Management, LLC 5,058 5,016 1% 2021-03-31
Lido Advisors, LLC 5,036 3,940 28% 2021-03-31
Cubic Asset Management, LLC 5,001 4,969 1% 2021-03-31
BANQUE PICTET & CIE SA 5,000 0 New Buy 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 4,965 6,013 17% 2021-03-31
Oakmont Partners LLC 4,913 5,058 3% 2021-03-31
Firestone Capital Management 4,903 4,903 No Change 2021-03-31
Hirtle Callaghan & Co Inc 4,877 4,877 No Change 2021-03-31
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,860 5,310 8% 2021-03-31
GABLES CAPITAL MANAGEMENT INC. 4,851 4,851 No Change 2021-03-31
Falcon Wealth Planning 4,833 4,954 2% 2021-03-31
Savant Capital Management Inc 4,829 4,737 2% 2021-03-31
Belpointe Asset Management LLC 4,819 5,244 8% 2021-03-31
Relyea Zuckerberg Hanson LLC 4,790 4,287 12% 2021-03-31
Kovitz Investment Group Partners, LLC 4,789 5,443 12% 2021-03-31
Sontag Advisory, LLC 4,731 4,419 7% 2021-03-31
Feltz Wealth PLAN Inc. 4,682 5,199 10% 2021-03-31
Phocas Financial CORP 4,670 3,760 24% 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 4,662 4,662 No Change 2021-03-31
MV Capital Management, Inc. 4,629 4,429 5% 2021-03-31
Tradition Wealth Management, LLC 4,621 4,500 3% 2021-03-31
CULBERTSON A N & CO INC 4,584 4,584 No Change 2021-03-31
BERKSHIRE ASSET MANAGEMENT INC/PA 4,573 4,573 No Change 2021-03-31
Lutz Financial Services LLC 4,542 4,542 No Change 2021-03-31
HUNTINGTON NATIONAL BANK 4,496 4,540 1% 2021-03-31
ENCORE BANK NA 4,463 4,153 7% 2021-03-31
OHE FINANCIAL INC 4,437 6,819 35% 2021-03-31
Guidance Point Advisors, LLC 4,436 4,327 3% 2021-03-31
J.W. COLE ADVISORS, INC. 4,377 11,862 63% 2021-03-31
VAN DEN BERG MANAGEMENT INC/TX 4,295 4,295 No Change 2021-03-31
M Holdings Securities, Inc. 4,280 0 New Buy 2021-03-31
FineMark National Bank & Trust 4,276 4,316 1% 2021-03-31
Aft, Forsyth & Company, Inc. 4,215 4,215 No Change 2021-03-31
Estate Counselors, LLC 4,210 4,210 No Change 2021-03-31
Mosaic Family Wealth, LLC 4,205 4,396 4% 2021-03-31
BEL AIR INVESTMENT ADVISORS LLC 4,150 0 New Buy 2021-03-31
Parsec Financial Management, Inc. 4,113 0 New Buy 2021-03-31
CCG WEALTH MANAGEMENT, LLC 3,974 4,043 2% 2021-03-31
Diversified Portfolios, Inc. 3,972 4,500 12% 2021-03-31
Wall Street Access Asset Management, LLC 3,955 3,955 No Change 2021-03-31
Verdence Capital Advisors LLC 3,926 3,850 2% 2021-03-31
AMARILLO NATIONAL BANK 3,826 3,826 No Change 2021-03-31
Palisades Hudson Asset Management, L.P. 3,764 3,764 No Change 2021-03-31
Capital Analysts, Inc. 35 3,745 99% 2021-03-31
Fullen Financial Group 3,743 4,031 7% 2021-03-31
Edge Capital Group, LLC 3,701 3,780 2% 2021-03-31
Intersect Capital LLC 3,684 1,523 142% 2021-03-31
Crescent Capital Consulting, LLC 3 2 50% 2021-03-31
JNB Advisors LLC 3,627 3,627 No Change 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 3,593 3,593 No Change 2021-03-31
FINANCIAL MANAGEMENT NETWORK INC 3,591 4,021 11% 2021-03-31
TIAA ENDOWMENT & PHILANTHROPIC SERVICES, LLC 3,544 3,638 3% 2021-03-31
Wellspring Financial Advisors, LLC 3,487 0 New Buy 2021-03-31
CWM, LLC 3,476 6,853 49% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 3,476 3,263 7% 2021-03-31
Diversified Investment Strategies, LLC 3,420 6,188 45% 2021-03-31
ALESCO ADVISORS LLC 3,375 3,375 No Change 2021-03-31
Murphy, Middleton, Hinkle & Parker, Inc. 3,374 3,341 1% 2021-03-31
Patriot Investment Management Inc. 3,322 0 New Buy 2021-03-31
JFS WEALTH ADVISORS, LLC 3,284 4,032 19% 2021-03-31
Perigon Wealth Management, LLC 3,250 3,239 0% 2021-03-31
Rockbridge Investment Management, LCC 3,238 3,261 1% 2021-03-31
Fieldpoint Private Securities, LLC 3,235 4,235 24% 2021-03-31
FULLER & THALER ASSET MANAGEMENT, INC. 3,195 32,188 90% 2021-03-31
Gladstone Institutional Advisory LLC 3,161 0 New Buy 2021-03-31
CAHABA WEALTH MANAGEMENT, INC. 3,148 3,141 0% 2021-03-31
Total Wealth Planning, LLC 3,095 3,970 22% 2021-03-31
O'Brien Greene & Co. Inc 3,075 3,075 No Change 2021-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 3,066 3,066 No Change 2021-03-31
Keudell/Morrison Wealth Management 3,050 3,000 2% 2021-03-31
Merriman Wealth Management, LLC 3,016 0 New Buy 2021-03-31
ELEMENT POINTE ADVISORS, LLC 3,004 1,862 61% 2021-03-31
PFG Advisors 2,991 2,950 1% 2021-03-31
Paulson Wealth Management Inc. 2,979 2,979 No Change 2021-03-31
Spears Abacus Advisors LLC 2,965 3,520 16% 2021-03-31
Keeley-Teton Advisors, LLC 2,915 0 New Buy 2021-03-31
Paragon Capital Management Ltd 2,914 2,496 17% 2021-03-31
Crescent Grove Advisors, LLC 2,909 0 New Buy 2021-03-31
FinTrust Capital Advisors, LLC 2,878 0 New Buy 2021-03-31
McNamara Financial Services, Inc. 2,857 2,895 1% 2021-03-31
Rodgers & Associates, LTD 2,853 3,029 6% 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 2,830 2,808 1% 2021-03-31
Austin Private Wealth, LLC 2,809 2,530 11% 2021-03-31
HOLLENCREST SECURITIES LLC 2,805 2,153 30% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 2,782 4,413 37% 2021-03-31
DOWLING & YAHNKE INC 2,766 2,951 6% 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 2,765 3,248 15% 2021-03-31
Hilltop Holdings Inc. 2,764 0 New Buy 2021-03-31
Icon Wealth Partners, LLC 2,750 1,914 44% 2021-03-31
COZAD ASSET MANAGEMENT INC 2,741 2,366 16% 2021-03-31
MYCIO WEALTH PARTNERS, LLC 2,672 2,672 No Change 2021-03-31
Carlton Hofferkamp & Jenks Wealth Management, LLC 2,664 2,746 3% 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,641 2,604 1% 2021-03-31
BENEDICT FINANCIAL ADVISORS INC 2,572 0 New Buy 2021-03-31
Sawtooth Asset Management, Inc. 2,565 2,490 3% 2021-03-31
NEXT Financial Group, Inc 754 473 59% 2021-03-31
PROEQUITIES, INC. 2,535 1,555 63% 2021-03-31
E&G Advisors, LP 2,514 0 New Buy 2021-03-31
STABLEFORD CAPITAL II LLC 2,511 6,361 61% 2021-03-31
ST GERMAIN D J CO INC 2,485 4,485 45% 2021-03-31
BEDDOW CAPITAL MANAGEMENT INC 2,437 2,437 No Change 2021-03-31
TCF National Bank 2,381 2,381 No Change 2021-03-31
CLEAR INVESTMENT RESEARCH, LLC 2,335 2,454 5% 2021-03-31
Capital Square, LLC 2,316 0 New Buy 2021-03-31
Baystate Wealth Management LLC 2,291 132,782 98% 2021-03-31
Miracle Mile Advisors, LLC 2,283 2,283 No Change 2021-03-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 901 901 No Change 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 2,223 2,223 No Change 2021-03-31
Chicago Partners Investment Group LLC 2,215 2,211 0% 2021-03-31
Brown Advisory Securities, LLC 2,193 2,159 2% 2021-03-31
Foster Group, Inc. 2,186 2,186 No Change 2021-03-31
HOWE & RUSLING INC 2,170 2,204 2% 2021-03-31
Sonora Investment Management, LLC 2,165 2,165 No Change 2021-03-31
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,143 2,143 No Change 2021-03-31
Palisade Asset Management, LLC 2,141 2,141 No Change 2021-03-31
Cypress Wealth Services, LLC 2,138 2,113 1% 2021-03-31
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 2,136 2,136 No Change 2021-03-31
KING LUTHER CAPITAL MANAGEMENT CORP 2,120 2,120 No Change 2021-03-31
Procyon Private Wealth Partners, LLC 2,112 2,207 4% 2021-03-31
Winfield Associates, Inc. 2,105 2,105 No Change 2021-03-31
MA GREENWOOD & ASSOCIATES INC 2,100 3,570 41% 2021-03-31
Quantbot Technologies LLC 2,095 0 New Buy 2021-03-31
Advisory Services Network, LLC 2,087 1,614 29% 2021-03-31
BEACH INVESTMENT COUNSEL INC/PA 2,080 2,080 No Change 2021-03-31
Manchester Capital Management LLC 2,079 1,148 81% 2021-03-31
Allen Investment Management LLC 2,078 2,078 No Change 2021-03-31
Blankinship & Foster, LLC 2,061 2,061 No Change 2021-03-31
CORNERCAP INVESTMENT COUNSEL INC 2,050 1,558 32% 2021-03-31
NORTHERN OAK CAPITAL MANAGEMENT INC 2,043 2,117 3% 2021-03-31
55I, LLC 2,038 1,532 33% 2021-03-31
Arete Wealth Advisors, LLC 2,030 0 New Buy 2021-03-31
Kingsview Wealth Management, LLC 2,025 1,870 8% 2021-03-31
Steel Peak Wealth Management LLC 2,003 2,003 No Change 2021-03-31
Galvin, Gaustad & Stein, LLC 2,001 2,081 4% 2021-03-31
Carroll Financial Associates, Inc. 1,994 1,327 50% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 1,982 0 New Buy 2021-03-31
NBT BANK N A /NY 1,952 1,522 28% 2021-03-31
Bluesphere Advisors, LLC 1,943 0 New Buy 2021-03-31
Ellis Investment Partners, LLC 1,918 1,713 12% 2021-03-31
Moisand Fitzgerald Tamayo, LLC 1,880 1,957 4% 2021-03-31
Diversified Trust Co 1,872 1,872 No Change 2021-03-31
Truepoint, Inc. 1,868 1,868 No Change 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 1,866 2,021 8% 2021-03-31
Peak Asset Management, LLC 1,865 1,890 1% 2021-03-31
Larson Financial Group LLC 1,864 1,864 No Change 2021-03-31
Asset Dedication, LLC 1,849 1,849 No Change 2021-03-31
9258 Wealth Management, LLC 1,848 1,848 No Change 2021-03-31
Key FInancial Inc 1,788 1,788 No Change 2021-03-31
MARSHALL FINANCIAL GROUP INC /ADV 1,770 1,770 No Change 2021-03-31
Atlanta Capital Group 1,756 2,106 17% 2021-03-31
Financial Architects, Inc 1,740 1,740 No Change 2021-03-31
Royal Fund Management, LLC 1,723 1,782 3% 2021-03-31
JMG Financial Group, Ltd. 1,711 1,711 No Change 2021-03-31
TOMPKINS FINANCIAL CORP 1,705 40,013 96% 2021-03-31
Donald L. Hagan, LLC 1,671 0 New Buy 2021-03-31
Cornerstone Advisory, LLP 1,670 0 New Buy 2021-03-31
Compton Wealth Advisory Group, LLC 1,661 0 New Buy 2021-03-31
Chevy Chase Trust Holdings, Inc. 1,654 0 New Buy 2021-03-31
Sunbelt Securities, Inc. 1,640 0 New Buy 2021-03-31
QUANTLAB CAPITAL MANAGEMENT LTD 1,629 0 New Buy 2021-03-31
Beirne Wealth Consulting Services, LLC 1,625 0 New Buy 2021-03-31
WATERS PARKERSON & CO INC 1,600 1,600 No Change 2021-03-31
DAVIDSON TRUST CO 1,595 2,645 40% 2021-03-31
IHT Wealth Management, LLC 1,589 1,636 3% 2021-03-31
SCOTIA CAPITAL INC. 1,583 4,622 66% 2021-03-31
Krasney Financial LLC 1,571 1,588 1% 2021-03-31
Northeast Financial Consultants Inc 1,556 1,556 No Change 2021-03-31
3D/L Capital Management, LLC 1,555 0 New Buy 2021-03-31
Frisch Financial Group, Inc. 1,548 1,546 0% 2021-03-31
Arkadios Wealth Advisors 1,547 1,271 22% 2021-03-31
BRIGHTON JONES LLC 1,546 0 New Buy 2021-03-31
Camden Capital, LLC 1,541 1,527 1% 2021-03-31
REDW Stanley Financial Advisors LLC 1,539 1,539 No Change 2021-03-31
BFT FINANCIAL GROUP, LLC 1,532 3,384 55% 2021-03-31
Annex Advisory Services, LLC 1,530 1,683 9% 2021-03-31
MONECO Advisors, LLC 1,526 1,630 6% 2021-03-31
INVESTMENT MANAGEMENT OF VIRGINIA LLC 1,500 0 New Buy 2021-03-31
Institute for Wealth Management, LLC. 1,311 6,000 78% 2021-03-31
BTC Capital Management, Inc. 1,500 0 New Buy 2021-03-31
Cypress Capital Group 1,496 0 New Buy 2021-03-31
Penobscot Investment Management Company, Inc. 1,495 0 New Buy 2021-03-31
TELEMUS CAPITAL, LLC 1,492 1,807 17% 2021-03-31
TCTC Holdings, LLC 1,474 1,474 No Change 2021-03-31
Ballew Advisors, Inc 1,472 0 New Buy 2021-03-31
American Investment Services, Inc. 1,458 1,793 19% 2021-03-31
TBH Global Asset Management, LLC 1,458 0 New Buy 2021-03-31
Northstar Group, Inc. 1,455 0 New Buy 2021-03-31
KANAWHA CAPITAL MANAGEMENT LLC 1,450 0 New Buy 2021-03-31
Laurel Wealth Advisors LLC 1,449 1,447 0% 2021-03-31
AJ WEALTH STRATEGIES, LLC 1,445 0 New Buy 2021-03-31
MONEY CONCEPTS CAPITAL CORP 1,441 0 New Buy 2021-03-31
PBWM Holdings, LLC 1,440 1,537 6% 2021-03-31
SAND HILL ADVISORS INC/CA 1,436 0 New Buy 2021-03-31
MCDONALD PARTNERS LLC 1,425 0 New Buy 2021-03-31
Covenant Multifamily Offices, LLC 1,422 0 New Buy 2021-03-31
Ironwood Investment Counsel, LLC 1,413 0 New Buy 2021-03-31
Western Wealth Management, LLC 1,413 0 New Buy 2021-03-31
Altavista Wealth Management, Inc. 1,409 0 New Buy 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 1,408 0 New Buy 2021-03-31
Surevest Inc. 1,407 0 New Buy 2021-03-31
PACES FERRY WEALTH ADVISORS, LLC 1,405 0 New Buy 2021-03-31
NKCFO LLC 1,400 1,400 No Change 2021-03-31
TOWNSQUARE CAPITAL LLC 1,375 0 New Buy 2021-03-31
EARNEST PARTNERS LLC 1,374 52,237 97% 2021-03-31
Solstein Capital, LLC 1,355 0 New Buy 2021-03-31
MainStreet Investment Advisors LLC 1,345 0 New Buy 2021-03-31
LWS Wealth Advisors, Inc. 1,325 0 New Buy 2021-03-31
Aurum Wealth Management Group, LLC 1,321 0 New Buy 2021-03-31
InterOcean Capital Group, LLC 1,312 0 New Buy 2021-03-31
Private Portfolio Partners LLC 1,306 0 New Buy 2021-03-31
FIRST UNITED BANK TRUST/ 1,304 0 New Buy 2021-03-31
WHITE PINE CAPITAL LLC 1,289 0 New Buy 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 1,285 0 New Buy 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 1,276 7,276 82% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 1,188 1,188 No Change 2021-03-31
SIGNATUREFD, LLC 1,180 1,457 19% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 1,100 1,100 No Change 2021-03-31
Ancora Advisors, LLC 1,092 1,064 3% 2021-03-31
Capital Advisors, Ltd. LLC 1,060 1,060 No Change 2021-03-31
WASHINGTON TRUST CO 1,052 1,052 No Change 2021-03-31
McClarren Financial Advisors, Inc. 1,033 1,030 0% 2021-03-31
Financeware, Inc. 969 0 New Buy 2021-03-31
Summit Investment Advisors, Inc. 966 966 No Change 2021-03-31
Cranbrook Wealth Management, LLC 955 1,175 19% 2021-03-31
SYSTEMATIC FINANCIAL MANAGEMENT LP 936 3,147 70% 2021-03-31
EVOKE WEALTH, LLC 934 493 89% 2021-03-31
Annapolis Financial Services, LLC 918 918 No Change 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 873 873 No Change 2021-03-31
Atlas Private Wealth Management 853 853 No Change 2021-03-31
Gemmer Asset Management LLC 768 768 No Change 2021-03-31
BOURGEON CAPITAL MANAGEMENT LLC 757 757 No Change 2021-03-31
Focused Wealth Management, Inc 719 719 No Change 2021-03-31
ATTICUS WEALTH MANAGEMENT, LLC 711 711 No Change 2021-03-31
Oakworth Capital, Inc. 704 704 No Change 2021-03-31
SCBT FINANCIAL CORP 701 0 New Buy 2021-03-31
LOOMIS SAYLES & CO L P 700 700 No Change 2021-03-31
Roble, Belko & Company, Inc 681 681 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 681 0 New Buy 2021-03-31
CoreFirst Bank & Trust 644 644 No Change 2021-03-31
Vontobel Holding Ltd. 630 0 New Buy 2021-03-31
CENTAURUS FINANCIAL, INC. 628 0 New Buy 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 612 379 61% 2021-03-31
Evensky & Katz, Inc. 577 752 23% 2021-03-31
Meridian Wealth Partners, LLC 577 581 1% 2021-03-31
Independence Bank of Kentucky 566 566 No Change 2021-03-31
LS Investment Advisors, LLC 550 628 12% 2021-03-31
BROWN BROTHERS HARRIMAN & CO 527 20 2,535% 2021-03-31
Kistler-Tiffany Companies, LLC 503 503 No Change 2021-03-31
Rice Partnership, LLC 500 500 No Change 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 485 485 No Change 2021-03-31
Tortoise Investment Management, LLC 481 481 No Change 2021-03-31
Private Capital Group, LLC 479 649 26% 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 460 460 No Change 2021-03-31
Truvestments Capital LLC 450 450 No Change 2021-03-31
Aspire Private Capital, LLC 440 440 No Change 2021-03-31
CNB Bank 422 497 15% 2021-03-31
AMERITAS INVESTMENT CORP 416 5,085 92% 2021-03-31
Lakeview Capital Partners, LLC 400 400 No Change 2021-03-31
BDO Wealth Advisors, LLC 379 409 7% 2021-03-31
Column Capital Advisors, LLC 358 398 10% 2021-03-31
BALLAST ADVISORS LLC 338 338 No Change 2021-03-31
Archer Investment Corp 333 200 67% 2021-03-31
Bedel Financial Consulting, Inc. 330 180 83% 2021-03-31
Marquette Asset Management Inc. 324 324 No Change 2021-03-31
MANCHESTER FINANCIAL INC 324 324 No Change 2021-03-31
Covington Capital Management 310 285 9% 2021-03-31
MONETARY MANAGEMENT GROUP INC 300 300 No Change 2021-03-31
TORONTO DOMINION BANK 296 1,096 73% 2021-03-31
Private Ocean, LLC 294 295 0% 2021-03-31
First Washington CORP 263 263 No Change 2021-03-31
FIRST MANHATTAN CO 225 0 New Buy 2021-03-31
Capital Asset Advisory Services LLC 221 178 24% 2021-03-31
Ten Capital Wealth Advisors, LLC 219 219 No Change 2021-03-31
Glassman Wealth Services 215 215 No Change 2021-03-31
Accel Wealth Management 211 211 No Change 2021-03-31
Wagner Wealth Management, LLC 210 210 No Change 2021-03-31
Community Bank, N.A. 209 209 No Change 2021-03-31
Semmax Financial Advisors Inc. 209 208 0% 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 206 248 17% 2021-03-31
Barrett Asset Management, LLC 200 0 New Buy 2021-03-31
Biltmore Family Office, LLC 200 200 No Change 2021-03-31
Lehman & Derafelo Financial Resources LLC 195 195 No Change 2021-03-31
Berman Capital Advisors, LLC 168 701 76% 2021-03-31
Hanson Investment Management 151 151 No Change 2021-03-31
Investors Research Corp 150 150 No Change 2021-03-31
RMR Wealth Builders 145 0 New Buy 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 141 0 New Buy 2021-03-31
Litman Gregory Asset Management LLC 134 134 No Change 2021-03-31
Wealthgate Family Office, LLC 132 132 No Change 2021-03-31
Armor Investment Advisors, LLC 130 130 No Change 2021-03-31
RWM Asset Management, LLC 126 126 No Change 2021-03-31
Retirement Group, LLC 116 116 No Change 2021-03-31
Patriot Financial Group Insurance Agency, LLC 107 102 5% 2021-03-31
Affiance Financial, LLC 107 0 New Buy 2021-03-31
BerganKDV Wealth Management, LLC 102 102 No Change 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 100 100 No Change 2021-03-31
Element Wealth, LLC 100 100 No Change 2021-03-31
CENTRAL BANK & TRUST CO 85 85 No Change 2021-03-31
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 85 100 15% 2021-03-31
Lowe fs, LLC 85 0 New Buy 2021-03-31
Altus Wealth Group LLC 82 82 No Change 2021-03-31
Jacobi Capital Management LLC 80 80 No Change 2021-03-31
RITTER DANIHER FINANCIAL ADVISORY, LLC 78 78 No Change 2021-03-31
Better Money Decisions, LLC 78 0 New Buy 2021-03-31
PrairieView Partners, LLC 77 149 48% 2021-03-31
Choate Investment Advisors 76 0 New Buy 2021-03-31
ARCADIA INVESTMENT MANAGEMENT CORP/MI 75 0 New Buy 2021-03-31
Perennial Advisors, LLC 75 0 New Buy 2021-03-31
Retirement Network 70 70 No Change 2021-03-31
TCI Wealth Advisors, Inc. 68 239 72% 2021-03-31
GPS Wealth Strategies Group, LLC 67 0 New Buy 2021-03-31
Founders Financial Alliance, LLC 0 65 Sold Out 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 64 0 New Buy 2021-03-31
Brand Asset Management Group, Inc. 64 0 New Buy 2021-03-31
DCM Advisors, LLC 61 0 New Buy 2021-03-31
Capital Investment Advisory Services, LLC 60 0 New Buy 2021-03-31
Sage Financial Management Group, Inc. 52 0 New Buy 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 50 50 No Change 2021-03-31
Charter Oak Capital Management, LLC 50 50 No Change 2021-03-31
Ambassador Advisors, LLC 42 0 New Buy 2021-03-31
American Research & Management Co. 40 40 No Change 2021-03-31
Stonebridge Capital Advisors LLC 39 0 New Buy 2021-03-31
Bogart Wealth, LLC 38 0 New Buy 2021-03-31
Ironwood Wealth Management, llc 35 0 New Buy 2021-03-31
Emerald Investment Partners, LLC 35 0 New Buy 2021-03-31
Capital Investment Counsel, Inc 29 29 No Change 2021-03-31
BENJAMIN F. EDWARDS & COMPANY, INC. 26 74 65% 2021-03-31
McIlrath & Eck, LLC 25 25 No Change 2021-03-31
Belmont Capital, LLC 25 25 No Change 2021-03-31
ABSOLUTE INVESTMENT MANAGEMENT LLC 23 23 No Change 2021-03-31
HORIZON FINANCIAL SERVICES, LLC 22 0 New Buy 2021-03-31
JNBA Financial Advisors 21 21 No Change 2021-03-31
Stewardship Financial Advisors, LLC 20 0 New Buy 2021-03-31
Bradley & Co. Private Wealth Management, LLC 19 0 New Buy 2021-03-31
FormulaFolio Investments, LLC 15 66,344 100% 2021-03-31
HM PAYSON & CO 12 12 No Change 2021-03-31
MCF Advisors LLC 11 15 27% 2021-03-31
Cordant, Inc. 11 0 New Buy 2021-03-31
OPTIMUM INVESTMENT ADVISORS 8 8 No Change 2021-03-31
Eudaimonia Partners, LLC 5 0 New Buy 2021-03-31
Mach-1 Financial Group, Inc. 5 5 No Change 2021-03-31
Gradient Investments LLC 4 27 85% 2021-03-31
Fortis Advisors, LLC 3 3 No Change 2021-03-31
Ellevest, Inc. 1 501 100% 2021-03-31
RHUMBLINE ADVISERS 0 8,950 Sold Out 2021-03-31
Forward Management, LLC 0 126,972 Sold Out 2021-03-31
BERNZOTT CAPITAL ADVISORS 0 20,900 Sold Out 2021-03-31
ASSOCIATED BANC-CORP 0 4,698 Sold Out 2021-03-31
ClariVest Asset Management LLC 0 27 Sold Out 2021-03-31
Walleye Trading LLC 0 3,600 Sold Out 2021-03-31
ALERUS FINANCIAL NA 0 107,255 Sold Out 2021-03-31
Capital Directions Investment Advisors, LLC 0 94,768 Sold Out 2021-03-31
ROTHSCHILD ASSET MANAGEMENT INC 0 2,047 Sold Out 2021-03-31
MOTCO 0 2,470 Sold Out 2021-03-31
BROADMARK ASSET MANAGEMENT LLC 0 73,705 Sold Out 2021-03-31
CIBC Global Asset Management Inc 0 228,711 Sold Out 2021-03-31
OPPENHEIMER ASSET MANAGEMENT INC 0 6,043 Sold Out 2021-03-31
SUNRISE PARTNERS LLC /CT 0 494 Sold Out 2021-03-31
GANNETT WELSH & KOTLER 0 346 Sold Out 2021-03-31
FIERA SCEPTRE INC. 0 4,410 Sold Out 2021-03-31
Pathstone Family Office, LLC 0 631 Sold Out 2021-03-31
Nuveen Asset Management, LLC 0 4,624 Sold Out 2021-03-31
Granite Investment Partners, LLC 0 150 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 2,320 Sold Out 2021-03-31
PUTNAM INVESTMENTS LLC 0 9,741 Sold Out 2021-03-31
Pacific Ridge Capital Partners, LLC 0 14,104 Sold Out 2021-03-31
Spectrum Management Group, Inc. 0 9 Sold Out 2021-03-31
Edgestream Partners, L.P. 0 17,920 Sold Out 2021-03-31
CHARTWELL INVESTMENT PARTNERS, INC. 0 21,674 Sold Out 2021-03-31
Ground Swell Capital, LLC 0 3,980 Sold Out 2021-03-31
Burt Wealth Advisors 0 72 Sold Out 2021-03-31
TWO SIGMA SECURITIES, LLC 0 5,100 Sold Out 2021-03-31
JT Stratford LLC 0 1,609 Sold Out 2021-03-31
HCR Wealth Advisors 0 218 Sold Out 2021-03-31
MPS Loria Financial Planners, LLC 0 45 Sold Out 2021-03-31
IFG Advisory, LLC 0 1,689 Sold Out 2021-03-31
Pinnacle Wealth Planning Services, Inc. 0 1,156 Sold Out 2021-03-31
Midwest Professional Planners, LTD. 0 26,768 Sold Out 2021-03-31
Apollon Wealth Management, LLC 0 1,527 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 32,363 Sold Out 2021-03-31
Samalin Investment Counsel, LLC 0 70 Sold Out 2021-03-31
Stonebridge Financial Planning Group, LLC 0 13 Sold Out 2021-03-31
Danda Trouve Investment Management, Inc. 0 25 Sold Out 2021-03-31
HighMark Wealth Management LLC 0 107 Sold Out 2021-03-31
Bank Julius Baer & Co. Ltd, Zurich 0 1,650 Sold Out 2021-03-31
ForthRight Wealth Management, LLC 0 44 Sold Out 2021-03-31
Oder Investment Management, LLC 0 385 Sold Out 2021-03-31
Inspire Advisors, LLC 0 19 Sold Out 2021-03-31
DHJJ Financial Advisors, Ltd. 0 2,659 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 544 Sold Out 2021-03-31
CloudAlpha Capital Management Limited/Hong Kong 0 1,200,000 Sold Out 2021-03-31
*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*