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STOCK TICKER:
VANGUARD MID-CAP ETF   (ticker: VO)
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
WELLS FARGO & CO/MN 24,595,186 24,710,449 0% 2021-03-31
Creative Planning 2,000 2,358 15% 2021-03-31
UBS Group AG 9,388 5,859,387 100% 2021-03-31
JONES FINANCIAL COMPANIES LLLP 143,853 4,358,177 97% 2021-03-31
J P MORGAN CHASE & CO 3,476,619 3,531,805 2% 2021-03-31
TIAA, FSB 24,794 24,095 3% 2021-03-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,664,939 2,527,876 5% 2021-03-31
LPL Financial CORP 2,229,038 1,421,798 57% 2021-03-31
MANUFACTURERES LIFE INSURANCE CO 0 2,241,786 Sold Out 2021-03-31
ENVESTNET ASSET MANAGEMENT INC 1,722,517 2,063,522 17% 2021-03-31
Amerivest Investment Management LLC 1,674,137 1,674,137 No Change 2021-03-31
JMG Financial Group, Ltd. 1,279,673 1,235,088 4% 2021-03-31
Raymond James Financial Services Advisors, Inc. 1,025,668 847,129 21% 2021-03-31
ROYAL BANK OF CANADA 904,008 0 New Buy 2021-03-31
CHURCHILL MANAGEMENT GROUP /CA/ 784,969 800,573 2% 2021-03-31
COMMONWEALTH EQUITY SERVICES, LLC. 745,724 718,297 4% 2021-03-31
Private Advisor Group, LLC 649,999 0 New Buy 2021-03-31
Morningstar Investment Services, Inc. 514,064 512,090 0% 2021-03-31
FINANCIAL COUNSELORS INC 463,877 450,033 3% 2021-03-31
FIFTH THIRD BANCORP 434,873 428,987 1% 2021-03-31
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 383,557 0 New Buy 2021-03-31
Sontag Advisory, LLC 379,377 383,781 1% 2021-03-31
Janney Montgomery Scott LLC 356,346 351,874 1% 2021-03-31
Millburn Ridgefield Corp 347,894 397,155 12% 2021-03-31
RAYMOND JAMES & ASSOCIATES 340,576 325,910 5% 2021-03-31
CULLEN FROST BANKERS INC 321,045 333,865 4% 2021-03-31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 309,352 277,898 11% 2021-03-31
Pathstone Family Office, LLC 308,577 313,079 1% 2021-03-31
Nachman Norwood & Parrott, Inc 293,061 292,848 0% 2021-03-31
Joel Isaacson & Co., LLC 290,841 269,200 8% 2021-03-31
MML INVESTORS SERVICES, LLC 287,189 267,946 7% 2021-03-31
FMR LLC 14 41 66% 2021-03-31
Larson Financial Group LLC 277,179 277,179 No Change 2021-03-31
ARROW FINANCIAL CORP 17,691 0 New Buy 2021-03-31
STIFEL FINANCIAL CORP 530 438 21% 2021-03-31
Veritable, L.P. 251,063 245,417 2% 2021-03-31
Paracle Advisors, LLC 247,897 245,916 1% 2021-03-31
HighTower Advisors, LLC 244,724 0 New Buy 2021-03-31
Emery Howard Portfolio Management, Inc. 218,158 217,860 0% 2021-03-31
Connecticut Wealth Management, LLC 215,615 163,467 32% 2021-03-31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 211,950 199,067 6% 2021-03-31
PEAPACK GLADSTONE FINANCIAL CORP 2,107 210,666 99% 2021-03-31
CX Institutional 198,536 194,548 2% 2021-03-31
Nadler Financial Group, Inc. 196,416 188,859 4% 2021-03-31
Northwest Quadrant Wealth Management, LLC 178,263 169,824 5% 2021-03-31
Riverpoint Wealth Management Holdings, LLC 173,132 177,536 2% 2021-03-31
PITTENGER & ANDERSON INC 168,314 165,156 2% 2021-03-31
Chicago Partners Investment Group LLC 164,939 156,213 6% 2021-03-31
TRUST CO OF VIRGINIA /VA 162,528 166,235 2% 2021-03-31
ST GERMAIN D J CO INC 161,108 159,722 1% 2021-03-31
Mariner Wealth Advisors, LLC 160,085 131,361 22% 2021-03-31
Altium Wealth Management LLC 151,386 153,429 1% 2021-03-31
Simmons Bank 147,277 132,401 11% 2021-03-31
MONETA GROUP INVESTMENT ADVISORS INC 145,509 107,177 36% 2021-03-31
B & T Capital Management DBA Alpha Capital Management 136,988 148,658 8% 2021-03-31
TRUSTCORE FINANCIAL SERVICES, LLC 136,948 114,891 19% 2021-03-31
UNIONBANCAL CORP 135,891 136,903 1% 2021-03-31
Patriot Investment Management Inc. 134,101 106,430 26% 2021-03-31
McIlrath & Eck, LLC 134,083 133,518 0% 2021-03-31
ARKANSAS FINANCIAL GROUP, INC. 133,277 135,887 2% 2021-03-31
Kestra Advisory Services, LLC 132,432 191,005 31% 2021-03-31
Schneider Downs Wealth Management Advisors, LP 131,610 130,668 1% 2021-03-31
Venture Visionary Partners LLC 130,080 109,838 18% 2021-03-31
PROEQUITIES, INC. 129,891 129,914 0% 2021-03-31
NATIXIS ASSET MANAGEMENT ADVISORS, L.P. 127,782 120,398 6% 2021-03-31
LEAVELL INVESTMENT MANAGEMENT, INC. 127,311 128,839 1% 2021-03-31
MERCER GLOBAL ADVISORS INC /ADV 126,647 125,354 1% 2021-03-31
BLB&B Advisors, LLC 125,480 125,831 0% 2021-03-31
ANDERSON HOAGLAND & CO 124,814 134,520 7% 2021-03-31
GenTrust, LLC 122,475 121,272 1% 2021-03-31
STEPHENS INC /AR/ 122,359 98,465 24% 2021-03-31
ALLIANCEBERNSTEIN L.P. 120,172 119,546 1% 2021-03-31
US BANCORP DE 119,260 120,686 1% 2021-03-31
Heartwood Wealth Advisors LLC 117,913 130,903 10% 2021-03-31
BKD Wealth Advisors, LLC 116,449 109,884 6% 2021-03-31
CUTLER INVESTMENT COUNSEL LLC 111,857 118,750 6% 2021-03-31
Cranbrook Wealth Management, LLC 110,802 109,705 1% 2021-03-31
BCK Partners, Inc. 108,885 106,750 2% 2021-03-31
Foster Victor Wealth Advisors, LLC 106,965 109,426 2% 2021-03-31
Spearhead Capital Advisors, LLC 106,902 106,619 0% 2021-03-31
TL Private Wealth 103,179 106,132 3% 2021-03-31
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 102,856 105,348 2% 2021-03-31
Ballast, Inc. 102,112 101,090 1% 2021-03-31
Personal Capital Advisors Corp 99,976 102,461 2% 2021-03-31
Blankinship & Foster, LLC 99,548 69,817 43% 2021-03-31
WHITTIER TRUST CO 98,934 98,609 0% 2021-03-31
Susquehanna International Group, LLP 91,606 94,400 3% 2021-03-31
Divergent Planning, LLC 90,903 90,791 0% 2021-03-31
SEARCY FINANCIAL SERVICES INC /ADV 86,544 88,726 2% 2021-03-31
Praetorian Wealth Management, Inc. 81,786 81,801 0% 2021-03-31
Pure Financial Advisors, Inc. 80,777 85,116 5% 2021-03-31
SOL Capital Management CO 80,771 79,939 1% 2021-03-31
Apex Investment Services, Inc. 80,541 80,343 0% 2021-03-31
Full Sail Capital, LLC 78,643 78,911 0% 2021-03-31
Ellevest, Inc. 76,924 69,055 11% 2021-03-31
MERIDIAN MANAGEMENT CO 73,848 69,428 6% 2021-03-31
Tarbox Group, Inc. 73,794 73,989 0% 2021-03-31
WIT, LLC 73,542 73,542 No Change 2021-03-31
Nicholas Hoffman & Company, LLC. 72,793 68,439 6% 2021-03-31
Taylor, Cottrill, Erickson & Associates, Inc. 67,720 66,835 1% 2021-03-31
AE Wealth Management LLC 67,595 40,081 69% 2021-03-31
Wealthquest Corp 67,251 62,115 8% 2021-03-31
NORTHSTAR ASSET MANAGEMENT LLC 66,293 58,223 14% 2021-03-31
NICOLET ADVISORY SERVICES, LLC 66,207 73,270 10% 2021-03-31
Marquette Asset Management Inc. 65,779 62,771 5% 2021-03-31
Baltimore-Washington Financial Advisors, Inc. 65,179 64,445 1% 2021-03-31
Round Rock Advisors, LLC 63,593 63,755 0% 2021-03-31
JBF Capital, Inc. 63,084 0 New Buy 2021-03-31
Visionary Wealth Advisors 62,845 70,334 11% 2021-03-31
Capital Financial Planning, LLC 60,815 60,582 0% 2021-03-31
ASSOCIATED BANC-CORP 60,673 64,689 6% 2021-03-31
Kovitz Investment Group Partners, LLC 60,478 60,893 1% 2021-03-31
KFA Private Wealth Group, LLC 60,421 55,245 9% 2021-03-31
DiMeo Schneider & Associates, L.L.C. 60,117 2,891 1,979% 2021-03-31
Parallel Advisors, LLC 60,014 63,250 5% 2021-03-31
PINNACLE FINANCIAL PARTNERS INC 59,272 61,591 4% 2021-03-31
UNITED CAPITAL FINANCIAL ADVISERS,INC. 58,599 60,125 3% 2021-03-31
KEYSTONE WEALTH PARTNERS 58,393 53,883 8% 2021-03-31
MONTAG A & ASSOCIATES INC 57,833 57,862 0% 2021-03-31
Frisch Financial Group, Inc. 57,545 57,522 0% 2021-03-31
Brio Consultants, LLC 56,638 52,235 8% 2021-03-31
Glenview Trust Co 55,504 55,036 1% 2021-03-31
WOODMONT INVESTMENT COUNSEL LLC 55,489 54,761 1% 2021-03-31
Archetype Wealth Partners, LLC 55,389 0 New Buy 2021-03-31
NORTHERN TRUST CORP 55,369 54,398 2% 2021-03-31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 55,230 32,750 69% 2021-03-31
VANGUARD GROUP INC 54,338 137,956 61% 2021-03-31
UNITED BANK /VA/ 54,190 54,190 No Change 2021-03-31
Single Point Partners, LLC 0 41,373 Sold Out 2021-03-31
Jackson, Grant Investment Advisers, Inc. 53,891 53,280 1% 2021-03-31
SALEM INVESTMENT COUNSELORS INC 53,663 52,825 2% 2021-03-31
US FINANCIAL ADVISORS, LLC 53,662 44,055 22% 2021-03-31
SAGE RHINO CAPITAL LLC 52,680 50,477 4% 2021-03-31
Legacy Financial Group LLC 52,076 29,467 77% 2021-03-31
Estate Counselors, LLC 52,060 52,060 No Change 2021-03-31
RMB Capital Management, LLC 51,754 51,733 0% 2021-03-31
Tillar-Wenstrup Advisors, LLC 51,007 50,846 0% 2021-03-31
HERITAGE INVESTORS MANAGEMENT CORP 49,977 49,050 2% 2021-03-31
AAFCPAs Wealth Management, LLC 49,809 46,852 6% 2021-03-31
Efficient Wealth Management LLC 49,215 47,529 4% 2021-03-31
ROOF EIDAM & MAYCOCK/ADV 48,538 48,255 1% 2021-03-31
Manchester Capital Management LLC 48,536 42,369 15% 2021-03-31
JNB Advisors LLC 48,236 22,207 117% 2021-03-31
Hardy Reed LLC 47,794 46,139 4% 2021-03-31
TCF National Bank 47,685 47,690 0% 2021-03-31
SENTINEL PENSION ADVISORS INC 47,502 14,397 230% 2021-03-31
LINCOLN NATIONAL CORP 47,496 41,629 14% 2021-03-31
JNBA Financial Advisors 46,465 47,915 3% 2021-03-31
Ironsides Asset Advisors, LLC 46,399 46,399 No Change 2021-03-31
Acropolis Investment Management, LLC 46,281 49,114 6% 2021-03-31
Platte River Wealth Advisors, LLC 45,852 44,912 2% 2021-03-31
Autus Asset Management, LLC 45,835 41,540 10% 2021-03-31
BANK OF OKLAHOMA NATIONAL ASSOCIATION / 44,989 45,238 1% 2021-03-31
Red Wave Investments LLC 43,924 41,923 5% 2021-03-31
Brand Asset Management Group, Inc. 43,261 43,988 2% 2021-03-31
Goss Wealth Management LLC 43,133 42,868 1% 2021-03-31
Baystate Wealth Management LLC 42,998 42,705 1% 2021-03-31
M&T BANK CORP 41,680 56,385 26% 2021-03-31
CAPROCK Group, Inc. 41,399 41,680 1% 2021-03-31
Wolff Financial Management LLC 40,974 36,754 11% 2021-03-31
AYRSHIRE ASSOCIATES INC 40,733 41,426 2% 2021-03-31
KEYBANK NATIONAL ASSOCIATION/OH 40,498 39,578 2% 2021-03-31
Kuehl Shepherd Kozlowski & Associates,Inc. 40,414 42,243 4% 2021-03-31
Ameraudi Asset Management, Inc. 40,195 44,232 9% 2021-03-31
AdvisorNet Financial, Inc 39,932 4,697 750% 2021-03-31
Stratos Wealth Partners, LTD. 39,889 38,377 4% 2021-03-31
Kuntz Lesher Capital LLC 39,813 41,135 3% 2021-03-31
Wells Financial Advisors INC 39,065 9,816 298% 2021-03-31
FIRST NATIONAL CORP /MA/ /ADV 38,934 40,664 4% 2021-03-31
Sigma Planning Corp 38,340 35,165 9% 2021-03-31
Twele Capital Management, Inc. 37,876 38,439 1% 2021-03-31
QUEST INVESTMENT MANAGEMENT INC/OR 37,772 37,772 No Change 2021-03-31
Carnegie Capital Asset Management, LLC 37,233 36,185 3% 2021-03-31
Maryland Capital Management, LLC 36,919 37,213 1% 2021-03-31
Cypress Wealth Services, LLC 35,825 36,293 1% 2021-03-31
Manning & Napier Group, LLC 35,600 34,362 4% 2021-03-31
Royal Fund Management, LLC 35,506 33,324 7% 2021-03-31
Private Capital Group, LLC 35,464 44,421 20% 2021-03-31
MARSHALL FINANCIAL GROUP INC /ADV 35,421 33,406 6% 2021-03-31
McNaughton Wealth Management, LLC 35,090 35,915 2% 2021-03-31
TD Capital Management LLC 34,974 34,936 0% 2021-03-31
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 34,870 34,175 2% 2021-03-31
THRIVENT FINANCIAL FOR LUTHERANS 3,260 0 New Buy 2021-03-31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,556 30,444 14% 2021-03-31
SP Asset Management 34,497 31,016 11% 2021-03-31
Burns Wealth Management, Inc. 34,218 34,048 0% 2021-03-31
SMITH, MOORE & CO. 34,107 33,123 3% 2021-03-31
Endurance Wealth Management, Inc. 34,080 29,380 16% 2021-03-31
MBM Wealth Consultants, LLC 33,966 34,314 1% 2021-03-31
Black Diamond Financial, LLC 33,741 32,616 3% 2021-03-31
Pine Ridge Advisers LLC 33,725 33,725 No Change 2021-03-31
WESBANCO BANK INC 33,694 0 New Buy 2021-03-31
PINNACLE ASSOCIATES LTD 33,638 32,981 2% 2021-03-31
Sowell Financial Services LLC 33,368 30,639 9% 2021-03-31
WMS Partners, LLC 33,271 0 New Buy 2021-03-31
Stratos Wealth Advisors, LLC 32,925 19,184 72% 2021-03-31
Capital Planning LLC 32,640 32,251 1% 2021-03-31
FIERA SCEPTRE INC. 32,473 38,817 16% 2021-03-31
DOHJ, LLC 32,364 30,006 8% 2021-03-31
Head & Associates, LLC 32,062 0 New Buy 2021-03-31
Ausdal Financial Partners, Inc. 31,697 28,944 10% 2021-03-31
Paradigm Financial Advisors, LLC 31,311 32,749 4% 2021-03-31
HOWE & RUSLING INC 31,064 30,973 0% 2021-03-31
WALLER FINANCIAL PLANNING GROUP, INC 30,942 31,651 2% 2021-03-31
Rossmore Private Capital 30,911 29,599 4% 2021-03-31
Ellenbecker Investment Group 30,462 41,507 27% 2021-03-31
STALEY CAPITAL ADVISERS INC 30,459 30,189 1% 2021-03-31
SEAWARD MANAGEMENT LIMITED PARTNERSHIP 30,120 26,612 13% 2021-03-31
VICTORY CAPITAL MANAGEMENT INC 30,077 30,077 No Change 2021-03-31
AdvicePeriod, LLC 29,898 30,157 1% 2021-03-31
Yale Capital CORP 29,840 30,539 2% 2021-03-31
CWM, LLC 29,277 27,308 7% 2021-03-31
Aries Wealth Management 29,136 28,571 2% 2021-03-31
BCGM Wealth Management, LLC 29,119 27,647 5% 2021-03-31
LOWE BROCKENBROUGH & CO INC 28,708 28,376 1% 2021-03-31
DAVIDSON D A & CO 28,448 27,617 3% 2021-03-31
Annapolis Financial Services, LLC 28,017 28,260 1% 2021-03-31
M Holdings Securities, Inc. 27,983 25,858 8% 2021-03-31
Pachira Investments Inc. 27,752 26,495 5% 2021-03-31
Benchmark Financial Wealth Advisors, LLC 27,707 26,440 5% 2021-03-31
Marietta Wealth Management, LLC 27,655 26,007 6% 2021-03-31
SAND HILL ADVISORS INC/CA 27,629 0 New Buy 2021-03-31
First Bancorp, Inc /ME/ 27,343 0 New Buy 2021-03-31
Ziegler Capital Management, LLC 27,166 26,000 4% 2021-03-31
LBMC INVESTMENT ADVISORS, LLC 26,973 26,992 0% 2021-03-31
Financial Management Professionals, Inc. 26,973 103,536 74% 2021-03-31
NORTHEAST INVESTMENT MANAGEMENT 26,904 27,243 1% 2021-03-31
Buckingham Asset Management, LLC 26,867 17,686 52% 2021-03-31
OPPENHEIMER & CO INC 26,624 22,179 20% 2021-03-31
MONTICELLO WEALTH MANAGEMENT, LLC 26,499 26,321 1% 2021-03-31
Gibson Capital Management, Ltd. 26,340 26,340 No Change 2021-03-31
REDW Stanley Financial Advisors LLC 26,087 26,199 0% 2021-03-31
Valmark Advisers, Inc. 25,873 25,007 3% 2021-03-31
COZAD ASSET MANAGEMENT INC 25,720 25,380 1% 2021-03-31
Iron Horse Wealth Management, LLC 25,718 24,460 5% 2021-03-31
BRADLEY FOSTER & SARGENT INC/CT 25,713 25,713 No Change 2021-03-31
Smith & Howard Wealth Management, LLC 25,641 25,353 1% 2021-03-31
PRUDENTIAL FINANCIAL INC 25,296 22,667 12% 2021-03-31
Arkadios Wealth Advisors 25,027 24,551 2% 2021-03-31
Integrated Wealth Concepts LLC 24,869 17,187 45% 2021-03-31
Bartlett & Co. LLC 24,235 24,291 0% 2021-03-31
Nikulski Financial, Inc. 24,015 23,376 3% 2021-03-31
Sepio Capital, LLC 23,779 24,976 5% 2021-03-31
Highland Private Wealth Management 23,475 23,554 0% 2021-03-31
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 23,366 25,308 8% 2021-03-31
Lokken Investment Group LLC 23,153 26,383 12% 2021-03-31
HILLTOP WEALTH ADVISORS, LLC 23,112 30,882 25% 2021-03-31
Financial Planning & Information Services, Inc. 23,075 23,940 4% 2021-03-31
Rockefeller Capital Management L.P. 23,042 18,907 22% 2021-03-31
Strategic Wealth Advisors Group,Inc. 22,984 22,064 4% 2021-03-31
FIRST MERCHANTS CORP 22,791 21,730 5% 2021-03-31
STEPHENSON NATIONAL BANK & TRUST 22,776 22,412 2% 2021-03-31
PDS Planning, Inc 22,574 22,729 1% 2021-03-31
Texas Capital Bank Wealth Management Services Inc 22,539 22,415 1% 2021-03-31
ProVise Management Group, LLC 22,415 20,304 10% 2021-03-31
MorganRosel Wealth Management, LLC 22,164 19,981 11% 2021-03-31
Weitzel Financial Services, Inc. 21,720 20,589 5% 2021-03-31
TIEDEMANN WEALTH MANAGEMENT, LLC 21,643 21,643 No Change 2021-03-31
PARSONS CAPITAL MANAGEMENT INC/RI 21,638 21,859 1% 2021-03-31
HoyleCohen, LLC 21,600 18,488 17% 2021-03-31
Southern Wealth Management, LLP 21,551 18,658 16% 2021-03-31
RAYMOND JAMES TRUST CO 21,523 26,122 18% 2021-03-31
One Capital Management, LLC 21,479 20,648 4% 2021-03-31
Essex Financial Services, Inc. 21,467 20,399 5% 2021-03-31
LWS Wealth Advisors, Inc. 21,429 24,065 11% 2021-03-31
CITADEL ADVISORS LLC (Kenneth C. Griffin) 21,400 2,000 970% 2021-03-31
SAGE FINANCIAL GROUP INC 21,343 21,628 1% 2021-03-31
BRIGHTON JONES LLC 21,297 21,212 0% 2021-03-31
Walkner Condon Financial Advisors LLC 21,055 19,627 7% 2021-03-31
Doyle Wealth Management 20,588 15,261 35% 2021-03-31
FIRST UNITED BANK TRUST/ 20,472 15,849 29% 2021-03-31
McClarren Financial Advisors, Inc. 60 25,586 100% 2021-03-31
Dynamic Advisors Solutions LLC 20,159 23,159 13% 2021-03-31
First PREMIER Bank 20,106 16,825 20% 2021-03-31
TECTONIC ADVISORS LLC 2,049 0 New Buy 2021-03-31
People's United Financial, Inc. 19,967 20,451 2% 2021-03-31
CHESLEY TAFT & ASSOCIATES LLC/IL 19,758 16,503 20% 2021-03-31
Financial Advocates Investment Management 19,693 21,786 10% 2021-03-31
NWAM LLC 19,526 19,187 2% 2021-03-31
TriaGen Wealth Management LLC 19,508 17,269 13% 2021-03-31
Bristlecone Advisors, LLC 19,358 18,483 5% 2021-03-31
JOHNSON INVESTMENT COUNSEL INC 19,295 19,013 1% 2021-03-31
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 19,106 19,874 4% 2021-03-31
FRANKLIN RESOURCES INC 18,946 19,130 1% 2021-03-31
High Pines Wealth Management, LLC 18,880 0 New Buy 2021-03-31
INVESTMENT PARTNERS LTD /OH/ /ADV 18,811 18,811 No Change 2021-03-31
We Are One Seven, LLC 18,758 16,932 11% 2021-03-31
Mayflower Financial Advisors, LLC 18,160 0 New Buy 2021-03-31
Mutual Advisors, LLC 18,717 10,443 79% 2021-03-31
Elevated Capital Advisors, LLC 18,492 8,152 127% 2021-03-31
MONEYWISE, INC. 18,392 18,553 1% 2021-03-31
COMMERCE BANK N A/MO 18,372 14,527 26% 2021-03-31
Summit Financial Wealth Advisors, LLC 18,370 101,581 82% 2021-03-31
Coconut Grove Bank 18,264 17,763 3% 2021-03-31
Shorepoint Capital Partners LLC 18,258 18,047 1% 2021-03-31
Parcion Private Wealth LLC 18,086 5,494 229% 2021-03-31
Armbruster Capital Management, Inc. 18,038 19,760 9% 2021-03-31
CULBERTSON A N & CO INC 18,028 17,398 4% 2021-03-31
GYL FINANCIAL SYNERGIES, LLC 17,992 17,690 2% 2021-03-31
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 17,735 15,628 13% 2021-03-31
FIRST NATIONAL BANK OF OMAHA 17,660 17,660 No Change 2021-03-31
Voya Financial Advisors, Inc. 17,245 16,777 3% 2021-03-31
KWMG, LLC 17,164 19,814 13% 2021-03-31
Echo Wealth Management, LLC 17,047 15,401 11% 2021-03-31
Camelot Portfolios, LLC 17,041 14,395 18% 2021-03-31
GREAT VALLEY ADVISOR GROUP, INC. 17,033 16,778 2% 2021-03-31
DOWLING & YAHNKE INC 16,982 17,087 1% 2021-03-31
Kendall Capital Management 16,703 16,703 No Change 2021-03-31
N.E.W. Advisory Services LLC 16,637 19,162 13% 2021-03-31
RETIREMENT INCOME SOLUTIONS, INC 16,626 17,166 3% 2021-03-31
Omnia Family Wealth, LLC 16,548 0 New Buy 2021-03-31
Global Retirement Partners, LLC 16,245 14,694 11% 2021-03-31
Roundview Capital LLC 16,152 15,527 4% 2021-03-31
S.A. Mason LLC 16,103 14,520 11% 2021-03-31
SAX WEALTH ADVISORS, LLC 16,014 0 New Buy 2021-03-31
Sightline Wealth Advisors, LLC 15,974 15,929 0% 2021-03-31
Calamos Wealth Management LLC 15,928 15,928 No Change 2021-03-31
John W. Brooker & Co., CPAs 15,825 16,450 4% 2021-03-31
Total Clarity Wealth Management, Inc. 15,626 20,093 22% 2021-03-31
DUNCKER STREETT & CO INC 15,611 15,589 0% 2021-03-31
KCM INVESTMENT ADVISORS LLC 15,526 15,707 1% 2021-03-31
KESTRA PRIVATE WEALTH SERVICES, LLC 15,493 15,723 1% 2021-03-31
Gemmer Asset Management LLC 15,486 0 New Buy 2021-03-31
Prospera Financial Services 15,474 12,277 26% 2021-03-31
SAWGRASS ASSET MANAGEMENT LLC 15,430 15,430 No Change 2021-03-31
Laurel Wealth Advisors, Inc. 15,378 56,289 73% 2021-03-31
McKinley Carter Wealth Services, Inc. 15,236 3,358 354% 2021-03-31
TrinityPoint Wealth, LLC 15,214 15,187 0% 2021-03-31
Qube Research & Technologies Ltd 15,195 33,129 54% 2021-03-31
SOA Wealth Advisors, LLC. 15,104 15,326 1% 2021-03-31
CONNING Asset Management Co. 14,992 12,598 19% 2021-03-31
Intelligence Driven Advisers, LLC 14,940 46 32,378% 2021-03-31
CENTAURUS FINANCIAL, INC. 14,853 12,932 15% 2021-03-31
J.W. COLE ADVISORS, INC. 14,835 14,334 3% 2021-03-31
WESCAP Management Group, Inc. 14,758 14,891 1% 2021-03-31
Miracle Mile Advisors, LLC 14,737 14,860 1% 2021-03-31
SCBT FINANCIAL CORP 14,593 0 New Buy 2021-03-31
Gilbert & Cook, Inc. 14,557 15,344 5% 2021-03-31
Windham Capital Management, LLC 14,552 14,552 No Change 2021-03-31
PFG Private Wealth Management, LLC 14,526 13,949 4% 2021-03-31
Wealthstreet Investment Advisors, LLC 14,353 14,202 1% 2021-03-31
Moisand Fitzgerald Tamayo, LLC 14,334 14,299 0% 2021-03-31
Petix & Botte Co 14,268 6,877 107% 2021-03-31
Gleason Group, Inc. 14,173 14,132 0% 2021-03-31
PFG Advisors 13,830 13,232 5% 2021-03-31
Vivaldi Capital Management, LLC 13,717 14,329 4% 2021-03-31
FLAGSHIP HARBOR ADVISORS, LLC 13,590 12,596 8% 2021-03-31
DAVENPORT & CO LLC 13,506 12,972 4% 2021-03-31
Leith Wheeler Investment Counsel Ltd. 13,504 0 New Buy 2021-03-31
Atlas Private Wealth Management 13,478 3,212 320% 2021-03-31
Modus Advisors, LLC 13,362 13,109 2% 2021-03-31
HARBOR ADVISORY CORP /MA/ 13,275 12,550 6% 2021-03-31
ELM ADVISORS, LLC 13,234 0 New Buy 2021-03-31
Benedetti & Gucer, Inc. 12,994 0 New Buy 2021-03-31
DeDora Capital, Inc. 12,991 13,416 3% 2021-03-31
McMahon Financial Advisors, LLC 12,848 0 New Buy 2021-03-31
Sandy Spring Bank 12,820 13,129 2% 2021-03-31
SYNOVUS FINANCIAL CORP 12,766 16,452 22% 2021-03-31
NEXT Financial Group, Inc 1,132 726 56% 2021-03-31
Gradient Capital Advisors, LLC 12,681 13,003 2% 2021-03-31
Wealth Alliance 12,670 0 New Buy 2021-03-31
GAMBLE JONES INVESTMENT COUNSEL 12,549 12,549 No Change 2021-03-31
PAX Financial Group, LLC 12,428 13,119 5% 2021-03-31
CAPITAL INSIGHT PARTNERS, LLC 12,368 11,979 3% 2021-03-31
greenwich Wealth Management LLC 12,292 0 New Buy 2021-03-31
Mokosak Advisory Group, LLC 12,259 12,622 3% 2021-03-31
Elwood & Goetz Wealth Advisory Group, LLC 12,184 12,405 2% 2021-03-31
Bank of Marin 12,000 12,000 No Change 2021-03-31
Fusion Family Wealth LLC 11,939 11,089 8% 2021-03-31
Wealthcare Advisory Partners LLC 11,736 11,695 0% 2021-03-31
Strategic Advisors LLC 11,596 11,208 3% 2021-03-31
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11,491 10,174 13% 2021-03-31
National Asset Management, Inc. 11,445 7,122 61% 2021-03-31
ERn Financial, LLC 11,430 12,028 5% 2021-03-31
APPLETON PARTNERS INC/MA 11,348 11,421 1% 2021-03-31
Renaissance Technologies(Jim Simons) 11,300 0 New Buy 2021-03-31
Capital Investment Advisory Services, LLC 11,160 11,458 3% 2021-03-31
Modera Wealth Management, LLC 11,133 10,961 2% 2021-03-31
Columbus Macro, LLC 11,057 11,057 No Change 2021-03-31
BRIDGES INVESTMENT MANAGEMENT INC 10,931 10,901 0% 2021-03-31
SPINNAKER TRUST 10,817 12,505 13% 2021-03-31
Charles Schwab Trust Co 10,588 8,300 28% 2021-03-31
Kingfisher Capital LLC 10,547 10,525 0% 2021-03-31
FIRST NATIONAL TRUST CO 10,380 10,385 0% 2021-03-31
PRINCIPAL FINANCIAL GROUP INC 10,206 27,160 62% 2021-03-31
Running Point Capital Advisors, LLC 10,171 9,184 11% 2021-03-31
HYMAN CHARLES D 10,106 10,106 No Change 2021-03-31
Levy Wealth Management Group, LLC 10,105 7,607 33% 2021-03-31
Family Legacy, Inc. 9,997 7,055 42% 2021-03-31
White Lighthouse Investment Management Inc. 9,862 9,237 7% 2021-03-31
Regal Wealth Group, Inc. 9,843 10,095 2% 2021-03-31
Vectors Research Management, LLC 9,751 10,748 9% 2021-03-31
SWMG, LLC 9,749 0 New Buy 2021-03-31
Linscomb & Williams, Inc. 9,744 9,777 0% 2021-03-31
Bangor Savings Bank 9,635 8,245 17% 2021-03-31
Gainplan LLC 9,633 9,059 6% 2021-03-31
Newport Wealth Strategies, Inc. 9,625 8,815 9% 2021-03-31
CRA Financial Services, LLC 9,609 9,490 1% 2021-03-31
CAPITAL WEALTH MANAGEMENT, LLC 9,481 8,605 10% 2021-03-31
TPG Financial Advisors, LLC 9,422 10,113 7% 2021-03-31
Galvin, Gaustad & Stein, LLC 9,198 7,907 16% 2021-03-31
TAP Consulting, LLC 9,117 10,858 16% 2021-03-31
TSFG, LLC 9,092 8,615 6% 2021-03-31
RSM US WEALTH MANAGEMENT LLC 9,092 8,419 8% 2021-03-31
Spotlight Asset Group, Inc. 8,957 9,778 8% 2021-03-31
Hall Kathryn A. 8,905 8,905 No Change 2021-03-31
Meridian Wealth Advisors, LLC 8,893 1,069 732% 2021-03-31
MOODY NATIONAL BANK TRUST DIVISION 8,883 8,883 No Change 2021-03-31
Hochman Cole Investment Advisors, Inc. 8,872 0 New Buy 2021-03-31
Sequoia Financial Advisors, LLC 8,838 9,955 11% 2021-03-31
HANSEATIC MANAGEMENT SERVICES INC 8,815 0 New Buy 2021-03-31
Seven Post Investment Office LP 8,793 1,697 418% 2021-03-31
IFP Advisors, Inc 8,736 9,377 7% 2021-03-31
R. W. Roge & Company, Inc. 8,736 9,437 7% 2021-03-31
Johanson Financial Advisors, Inc. 8,722 7,312 19% 2021-03-31
Barber Financial Group, Inc. 8,685 8,713 0% 2021-03-31
Interchange Capital Partners, LLC 8,636 10,853 20% 2021-03-31
Ridgewood Investments LLC 8,531 6,761 26% 2021-03-31
Patten Group, Inc. 8,420 8,425 0% 2021-03-31
Savant Capital Management Inc 8,388 6,439 30% 2021-03-31
Mosaic Family Wealth, LLC 8,388 11,314 26% 2021-03-31
Silicon Valley Capital Partners 8,336 0 New Buy 2021-03-31
Aurum Wealth Management Group, LLC 8,304 0 New Buy 2021-03-31
CITY HOLDING CO 8,263 7,375 12% 2021-03-31
Alpha Cubed Investments, LLC 8,263 8,103 2% 2021-03-31
Ferris Capital, LLC 8,246 6,955 19% 2021-03-31
Secure Asset Management, LLC 8,170 10,328 21% 2021-03-31
Asset Management Investors, LLC 8,053 3,267 146% 2021-03-31
MESIROW FINANCIAL INVESTMENT MANAGEMENT 7,915 7,915 No Change 2021-03-31
HIGHLAND CAPITAL MANAGEMENT CORP 7,812 6,605 18% 2021-03-31
CALIBER WEALTH MANAGEMENT, LLC 7,766 7,391 5% 2021-03-31
Carmichael Hill & Associates, Inc. 7,596 7,717 2% 2021-03-31
ECLECTIC ASSOCIATES INC /ADV 7,450 7,004 6% 2021-03-31
Pinnacle Wealth Management Advisory Group, LLC 7,383 7,363 0% 2021-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC 7,310 6,193 18% 2021-03-31
PUTNAM FL INVESTMENT MANAGEMENT CO 7,273 6,051 20% 2021-03-31
Cypress Point Wealth Management, LLC 7,270 7,257 0% 2021-03-31
Retirement Network 7,243 9,132 21% 2021-03-31
Patriot Financial Group Insurance Agency, LLC 7,207 5,764 25% 2021-03-31
Cutler Group LP 6,800 4,400 55% 2021-03-31
Apella Capital, LLC 7,185 7,124 1% 2021-03-31
GRT CAPITAL PARTNERS LLC 7,160 6,610 8% 2021-03-31
Lakeview Capital Partners, LLC 7,124 7,795 9% 2021-03-31
High Note Wealth, LLC 7,119 7,119 No Change 2021-03-31
UMB BANK N A/MO 6,981 5,016 39% 2021-03-31
Round Table Services, LLC 6,900 7,033 2% 2021-03-31
Keystone Financial Group 6,826 5,684 20% 2021-03-31
BBVA USA BANCSHARES INC 6,780 7,510 10% 2021-03-31
PLANNING DIRECTIONS INC 6,703 6,880 3% 2021-03-31
Massey, Quick & Co., LLC 6,693 6,570 2% 2021-03-31
Affinity Capital Advisors, LLC 6,642 7,146 7% 2021-03-31
Fieldpoint Private Securities, LLC 6,595 8,298 21% 2021-03-31
Novak Financial Planning, LLC 6,558 6,443 2% 2021-03-31
GILL CAPITAL PARTNERS, LLC 6,546 1,810 262% 2021-03-31
PROFFITT & GOODSON INC 6,485 6,797 5% 2021-03-31
Dorsey & Whitney Trust CO LLC 6,405 6,425 0% 2021-03-31
LINCOLN CAPITAL CORP 6,370 6,645 4% 2021-03-31
Sawtooth Asset Management, Inc. 6,347 33,013 81% 2021-03-31
CHATHAM CAPITAL GROUP, INC. 6,335 5,935 7% 2021-03-31
Hurlow Wealth Management Group, Inc. 6,306 6,306 No Change 2021-03-31
Essex Savings Bank 6,301 6,308 0% 2021-03-31
TWIN FOCUS CAPITAL PARTNERS, LLC 6,300 6,300 No Change 2021-03-31
Montis Financial, LLC 6,272 6,284 0% 2021-03-31
RWM Asset Management, LLC 6,233 6,288 1% 2021-03-31
SHEETS SMITH & ASSOCIATES INC 6,225 6,210 0% 2021-03-31
Portland Global Advisors LLC 6,188 6,188 No Change 2021-03-31
SigFig Wealth Management, LLC 6,177 5,835 6% 2021-03-31
L & S Advisors Inc 6,132 6,706 9% 2021-03-31
Windsor Group LTD 6,109 5,996 2% 2021-03-31
Sensible Financial Planning & Management, LLC. 6,029 4,960 22% 2021-03-31
ADIRONDACK TRUST CO 6,000 6,000 No Change 2021-03-31
Schwab Charitable Fund 5,984 5,967 0% 2021-03-31
QUEST CAPITAL MANAGEMENT INC /ADV 5,967 2,122 181% 2021-03-31
Keeler THomas Management LLC 5,951 0 New Buy 2021-03-31
Measured Wealth Private Client Group, LLC 5,862 6,290 7% 2021-03-31
Good Life Advisors, LLC 5,798 35,909 84% 2021-03-31
Stockman Asset Management 5,741 5,849 2% 2021-03-31
Virtue Capital Management, LLC 5,684 0 New Buy 2021-03-31
MAI Wealth Advisors 5,667 6,784 16% 2021-03-31
Koshinski Asset Management, Inc. 5,660 2,761 105% 2021-03-31
WEBSTER BANK, N. A. 5,659 6,743 16% 2021-03-31
HAVERFORD TRUST CO 5,659 5,659 No Change 2021-03-31
ACAS, LLC 5,624 0 New Buy 2021-03-31
Strategic Blueprint, LLC 5,609 4,933 14% 2021-03-31
SCOTIA CAPITAL INC. 5,606 3,472 61% 2021-03-31
ENCORE BANK NA 5,605 4,749 18% 2021-03-31
Minot Wealth Management LLC 5,591 5,591 No Change 2021-03-31
Ramsay, Stattman, Vela & Price, Inc. 5,555 5,555 No Change 2021-03-31
Soltis Investment Advisors LLC 5,530 5,523 0% 2021-03-31
VISTA INVESTMENT MANAGEMENT 5,516 5,569 1% 2021-03-31
Grant Street Asset Management, Inc. 5,455 957 470% 2021-03-31
Strategic Family Wealth Counselors, L.L.C. 5,454 5,452 0% 2021-03-31
Carroll Financial Associates, Inc. 5,362 4,627 16% 2021-03-31
FINANCIAL LIFE ADVISORS 5,362 5,404 1% 2021-03-31
ARGI Investment Services, LLC 5,354 0 New Buy 2021-03-31
BOSTON FAMILY OFFICE LLC 5,300 5,300 No Change 2021-03-31
Covenant Asset Management, LLC 5,269 5,393 2% 2021-03-31
Sullivan, Bruyette, Speros & Blaney, Inc. 5,187 5,187 No Change 2021-03-31
SIGMA INVESTMENT COUNSELORS INC 5,117 5,120 0% 2021-03-31
Segment Wealth Management, LLC 5,101 5,097 0% 2021-03-31
BOENNING & SCATTERGOOD, INC. 5,066 11,245 55% 2021-03-31
Johnson Financial Group, LLC 5,026 5,846 14% 2021-03-31
BLUESTEM FINANCIAL ADVISORS, LLC 4,994 4,988 0% 2021-03-31
Stillwater Capital Advisors, LLC 4,970 5,640 12% 2021-03-31
BTIM Corp. 4,944 3,469 43% 2021-03-31
Berkeley Capital Partners, LLC 4,829 4,881 1% 2021-03-31
Alta Wealth Advisors LLC 4,821 4,616 4% 2021-03-31
Peterson Wealth Advisors, LLC 4,819 4,976 3% 2021-03-31
THOROUGHBRED FINANCIAL SERVICES, LLC 4,801 4,393 9% 2021-03-31
COLLECTIVE FAMILY OFFICE LLC 4,766 5,744 17% 2021-03-31
Country Club Trust Company, n.a. 4,760 4,458 7% 2021-03-31
IEQ CAPITAL, LLC 4,733 0 New Buy 2021-03-31
MOGY JOEL R INVESTMENT COUNSEL INC 4,725 4,725 No Change 2021-03-31
Beacon Financial Advisory LLC 4,695 4,524 4% 2021-03-31
Zhang Financial LLC 4,669 4,669 No Change 2021-03-31
SVB Wealth Advisory, Inc. 4,617 4,567 1% 2021-03-31
Cornerstone Wealth Management, LLC 4,594 4,691 2% 2021-03-31
Strategic Investment Advisors / MI 4,583 4,161 10% 2021-03-31
Neuberger Berman Group LLC 4,554 4,452 2% 2021-03-31
WASHINGTON TRUST BANK 4,501 4,580 2% 2021-03-31
Greenhouse Wealth Management, LLC 4,490 6,623 32% 2021-03-31
Alliance Wealth Advisors, LLC 4,417 2,336 89% 2021-03-31
Wellspring Financial Advisors, LLC 4,366 3,498 25% 2021-03-31
AJ WEALTH STRATEGIES, LLC 4,314 3,887 11% 2021-03-31
Financial Engines Advisors L.L.C. 4,279 4,288 0% 2021-03-31
RFG Advisory Group, LLC 4,274 3,974 8% 2021-03-31
STOCK YARDS BANK & TRUST CO 4,234 4,403 4% 2021-03-31
WAGNER CAPITAL MANAGEMENT CORP 4,221 4,537 7% 2021-03-31
Truepoint, Inc. 4,208 4,286 2% 2021-03-31
S&T BANK/PA 4,186 4,252 2% 2021-03-31
Legacy Advisors, LLC 4,144 4,011 3% 2021-03-31
WAYNE HUMMER ASSET MANAGEMENT CO 4,134 4,042 2% 2021-03-31
SIGNATUREFD, LLC 4,132 3,888 6% 2021-03-31
DELTA FINANCIAL ADVISORS LLC 4,132 4,128 0% 2021-03-31
WealthBridge Capital Management, LLC 4,098 4,114 0% 2021-03-31
Triangle Securities Wealth Management 4,050 4,050 No Change 2021-03-31
Conservest Capital Advisors, Inc. 4,025 4,055 1% 2021-03-31
SONATA CAPITAL GROUP INC 4,020 4,020 No Change 2021-03-31
Legacy Private Trust Co. 4,001 4,001 No Change 2021-03-31
ROCKLAND TRUST CO 3,994 3,994 No Change 2021-03-31
Gilman Hill Asset Management, LLC 3,965 1,630 143% 2021-03-31
JustInvest LLC 3,948 0 New Buy 2021-03-31
BigSur Wealth Management LLC 3,942 3,942 No Change 2021-03-31
PRIVATE ASSET MANAGEMENT INC 3,863 4,266 9% 2021-03-31
Brookstone Capital Management 3,853 3,615 7% 2021-03-31
FIRST MANHATTAN CO 3,807 0 New Buy 2021-03-31
Oxbow Advisors, LLC 3,800 3,800 No Change 2021-03-31
Smith, Salley & Associates 562 0 New Buy 2021-03-31
TFG Advisers LLC 3,777 3,085 22% 2021-03-31
Symphony Financial, Ltd. Co. 3,767 0 New Buy 2021-03-31
AlphaStar Capital Management, LLC 3,751 3,332 13% 2021-03-31
IFG Advisors, LLC 3,739 3,785 1% 2021-03-31
Williams Jones Wealth Management, LLC. 3,731 3,731 No Change 2021-03-31
Trellis Advisors, LLC 3,708 3,708 No Change 2021-03-31
Birch Hill Investment Advisors LLC 3,706 3,706 No Change 2021-03-31
CANTOR FITZGERALD INVESTMENT ADVISER L.P. 3,697 3,697 No Change 2021-03-31
FineMark National Bank & Trust 3,677 3,665 0% 2021-03-31
WELCH & FORBES LLC 3,661 3,350 9% 2021-03-31
Waldron, LP 3,651 3,651 No Change 2021-03-31
Union Bankshares Corp 3,636 3,271 11% 2021-03-31
Lutz Financial Services LLC 3,595 3,656 2% 2021-03-31
DB Wealth Management Group, LLC 3,576 3,575 0% 2021-03-31
MJP ASSOCIATES INC /ADV 3,574 3,385 6% 2021-03-31
Maltin Wealth Management, Inc. 3,569 2,792 28% 2021-03-31
GOFEN & GLOSSBERG LLC /IL/ 3,514 3,524 0% 2021-03-31
RDA Financial Network 3,499 0 New Buy 2021-03-31
CREATIVE FINANCIAL DESIGNS INC /ADV 3,485 3,124 12% 2021-03-31
MITCHELL CAPITAL MANAGEMENT CO 3,420 3,420 No Change 2021-03-31
Everhart Financial Group, Inc. 3,406 3,392 0% 2021-03-31
HBK Sorce Advisory LLC 3,404 2,947 16% 2021-03-31
Peak Asset Management, LLC 3,403 2,383 43% 2021-03-31
Integrys Wealth Advisors LLC 3,394 3,475 2% 2021-03-31
Independence Bank of Kentucky 3,377 3,223 5% 2021-03-31
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,329 2,528 32% 2021-03-31
TCG Advisory Services, LLC 3,302 0 New Buy 2021-03-31
Curbstone Financial Management Corp 3,300 4,500 27% 2021-03-31
TRUST CO OF VERMONT 3,298 0 New Buy 2021-03-31
TRANSCEND WEALTH COLLECTIVE, LLC 3,280 3,333 2% 2021-03-31
Newman Dignan & Sheerar, Inc. 3,273 3,088 6% 2021-03-31
Wealth Architects, LLC 3,265 3,475 6% 2021-03-31
Leonard Rickey Investment Advisors P.L.L.C. 3,262 3,268 0% 2021-03-31
LeJeune Puetz Investment Counsel LLC 3,255 3,255 No Change 2021-03-31
Motley Fool Wealth Management, LLC 3,234 4,285 25% 2021-03-31
Benchmark Wealth Management, LLC 3,189 3,928 19% 2021-03-31
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 3,165 2,823 12% 2021-03-31
Stewardship Financial Advisors, LLC 3,152 3,733 16% 2021-03-31
OLD NATIONAL BANCORP /IN/ 3,139 3,066 2% 2021-03-31
MATHER GROUP, INC. 3,133 2,809 12% 2021-03-31
Paulson Wealth Management Inc. 3,120 3,108 0% 2021-03-31
Golden State Wealth Management, LLC 3,089 2,633 17% 2021-03-31
HUNTINGTON NATIONAL BANK 3,079 3,186 3% 2021-03-31
LAZARD ASSET MANAGEMENT LLC 3,065 2,900 6% 2021-03-31
55I, LLC 3,012 2,816 7% 2021-03-31
Garrett Investment Advisors LLC 2,995 1,895 58% 2021-03-31
Brown Miller Wealth Management, LLC 2,960 3,253 9% 2021-03-31
Global Strategic Investment Solutions, LLC 2,929 0 New Buy 2021-03-31
LEVEL FOUR ADVISORY SERVICES, LLC 2,876 2,676 7% 2021-03-31
Oakworth Capital, Inc. 2,849 2,849 No Change 2021-03-31
Slow Capital, Inc. 2,818 2,694 5% 2021-03-31
COURIER CAPITAL CORP 2,806 2,602 8% 2021-03-31
Oldfather Financial Services, LLC 2,763 0 New Buy 2021-03-31
LEE DANNER & BASS INC 2,745 2,670 3% 2021-03-31
NOTTINGHAM ADVISORS, INC. 2,693 3,007 10% 2021-03-31
QUADRANT CAPITAL GROUP LLC 2,681 2,473 8% 2021-03-31
Evanson Asset Management, LLC 2,671 2,188 22% 2021-03-31
First Financial Bank, N.A. - Trust Division 2,669 2,674 0% 2021-03-31
MERITAGE PORTFOLIO MANAGEMENT 2,656 0 New Buy 2021-03-31
Lindbrook Capital, LLC 2,638 2,638 No Change 2021-03-31
McGuire Investment Group, LLC 2,637 2,637 No Change 2021-03-31
Family Firm, Inc. 2,620 2,616 0% 2021-03-31
Hanson McClain, Inc. 2,602 2,635 1% 2021-03-31
MISSION WEALTH MANAGEMENT, LLC 2,580 2,631 2% 2021-03-31
Coastal Investment Advisors, Inc. 2,555 2,255 13% 2021-03-31
Krilogy Financial LLC 2,551 2,028 26% 2021-03-31
Old North State Trust, LLC 2,536 2,585 2% 2021-03-31
GSB Wealth Management, LLC 2,529 0 New Buy 2021-03-31
Octavia Wealth Advisors, LLC 2,508 1,907 32% 2021-03-31
Stokes Family Office, LLC 2,504 2,399 4% 2021-03-31
Stelac Advisory Services LLC 2,479 3,362 26% 2021-03-31
WNY Asset Management, LLC 2,467 2,513 2% 2021-03-31
Parsec Financial Management, Inc. 2,458 0 New Buy 2021-03-31
Northern Capital Management, Inc. 2,450 0 New Buy 2021-03-31
Valtinson Bruner Financial Planning LLC 2,439 1,473 66% 2021-03-31
CORBETT ROAD CAPITAL MANAGEMENT, LLC 2,438 4,015 39% 2021-03-31
Chevy Chase Trust Holdings, Inc. 2,418 1,940 25% 2021-03-31
Private Ocean, LLC 2,406 2,406 No Change 2021-03-31
Diligent Investors, LLC 2,400 2,400 No Change 2021-03-31
Indie Asset Partners, LLC 2,385 2,420 1% 2021-03-31
Strategic Financial Group, LLC 2,359 2,358 0% 2021-03-31
KMG FIDUCIARY PARTNERS, LLC 2,351 2,723 14% 2021-03-31
Moser Wealth Advisors, LLC 2,350 2,350 No Change 2021-03-31
Intersect Capital LLC 2,347 2,347 No Change 2021-03-31
Sterling Financial Planning, Inc. 2,337 2,590 10% 2021-03-31
MOSELEY INVESTMENT MANAGEMENT INC 2,331 2,566 9% 2021-03-31
Kelman-Lazarov, Inc. 2,329 2,329 No Change 2021-03-31
FIRST MIDWEST BANK TRUST DIVISION 2,326 2,328 0% 2021-03-31
Newman & Schimel, LLC 2,311 2,309 0% 2021-03-31
Omega Financial Group, LLC 2,304 2,307 0% 2021-03-31
Ten Capital Wealth Advisors, LLC 2,302 1,067 116% 2021-03-31
Tradewinds Capital Management, LLC 2,298 2,296 0% 2021-03-31
Horst & Graben Wealth Management LLC 2,269 2,528 10% 2021-03-31
Beaumont Asset Management, L.L.C. 2,267 2,267 No Change 2021-03-31
Old Port Advisors 2,214 2,216 0% 2021-03-31
ARTHUR M. COHEN & ASSOCIATES, LLC 2,213 2,211 0% 2021-03-31
Allred Capital Management, LLC 2,159 2,156 0% 2021-03-31
SevenBridge Financial Group, LLC 2,156 2,155 0% 2021-03-31
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 2,154 1,863 16% 2021-03-31
Investors Financial Group, LLC 2,152 1,812 19% 2021-03-31
VERITY Wealth Advisors 2,141 2,139 0% 2021-03-31
Montecito Bank & Trust 2,134 3,135 32% 2021-03-31
Comprehensive Portfolio Management, LLC 2,132 2,803 24% 2021-03-31
BFT FINANCIAL GROUP, LLC 2,126 2,410 12% 2021-03-31
Sound View Wealth Advisors Group, LLC 2,108 2,108 No Change 2021-03-31
Graves-Light Private Wealth Management, Inc. 2,093 2,106 1% 2021-03-31
V Wealth Management,LLC 1,304 1,683 23% 2021-03-31
Meridian Wealth Management, LLC 2,068 2,068 No Change 2021-03-31
LexAurum Advisors, LLC 2,062 1,943 6% 2021-03-31
OXFORD FINANCIAL GROUP LTD 2,053 2,053 No Change 2021-03-31
Moors & Cabot, Inc. 2,051 1,715 20% 2021-03-31
Plancorp, LLC 2,042 2,058 1% 2021-03-31
STRATEGIC CAPITAL ADVISERS, INC. 2,041 2,116 4% 2021-03-31
Landmark Financial Advisors, LLC 2,035 2,035 No Change 2021-03-31
TFC Financial Management 2,035 2,035 No Change 2021-03-31
Providence First Trust Co 2,033 2,033 No Change 2021-03-31
Lee Financial Group Hawaii, Inc. 2,033 19,719 90% 2021-03-31
SECURITY NATIONAL BANK OF SO DAK 1,990 2,050 3% 2021-03-31
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1,988 1,939 3% 2021-03-31
Busey Trust CO 1,983 1,834 8% 2021-03-31
Kohmann Bosshard Financial Services, LLC 0 3,382 Sold Out 2021-03-31
Livingston Group Asset Management CO (operating as Southport Capital Management) 1,970 0 New Buy 2021-03-31
Wambolt & Associates, LLC 1,966 1,734 13% 2021-03-31
PLIMOTH TRUST CO LLC 1,958 2,080 6% 2021-03-31
BRYN MAWR TRUST CO/PA 1,956 1,956 No Change 2021-03-31
GIRARD PARTNERS LTD. 1,942 1,942 No Change 2021-03-31
SeaCrest Wealth Management, LLC 1,931 1,924 0% 2021-03-31
Sovereign Financial Group, Inc. 1,909 1,683 13% 2021-03-31
BINGHAM OSBORN & SCARBOROUGH LLC 1,901 2,132 11% 2021-03-31
HBW Advisory Services LLC 1,896 1,433 32% 2021-03-31
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1,881 1,846 2% 2021-03-31
MITCHELL SINKLER & STARR/PA 1,880 1,745 8% 2021-03-31
Crewe Advisors LLC 1,863 1,863 No Change 2021-03-31
Lighthouse Financial Advisors, Inc. 1,843 1,843 No Change 2021-03-31
Mengis Capital Management, Inc. 1,838 1,838 No Change 2021-03-31
Grandfield & Dodd, LLC 1,790 1,780 1% 2021-03-31
Valeo Financial Advisors, LLC 1,789 1,793 0% 2021-03-31
Fundamentun, LLC 1,788 0 New Buy 2021-03-31
Summit Asset Management, LLC 1,785 1,785 No Change 2021-03-31
LYELL WEALTH MANAGEMENT, LP 1,777 1,777 No Change 2021-03-31
LOGAN CAPITAL MANAGEMENT INC 1,774 0 New Buy 2021-03-31
Traverso Chambers Private Wealth Management, LLC 1,763 1,956 10% 2021-03-31
Stokes Capital Advisors, LLC 1,757 1,757 No Change 2021-03-31
WETHERBY ASSET MANAGEMENT INC 1,752 2,005 13% 2021-03-31
Asset Dedication, LLC 1,747 1,814 4% 2021-03-31
Krasney Financial LLC 1,745 2,227 22% 2021-03-31
Accredited Investors Inc. 1,744 1,606 9% 2021-03-31
NTV ASSET MANAGEMENT LLC 1,741 1,741 No Change 2021-03-31
HARBOUR INVESTMENTS, INC. 1,737 0 New Buy 2021-03-31
Lido Advisors, LLC 1,736 1,689 3% 2021-03-31
NAPLES GLOBAL ADVISORS, LLC 1,728 1,723 0% 2021-03-31
1ST SOURCE BANK 1,725 1,350 28% 2021-03-31
Summit Trail Advisors, LLC 1,725 1,725 No Change 2021-03-31
MCMILLION CAPITAL MANAGEMENT INC 1,716 1,503 14% 2021-03-31
Kalos Management, Inc. 1,702 1,566 9% 2021-03-31
GHP Investment Advisors, Inc. 1,696 1,700 0% 2021-03-31
Horan Securities, Inc. 1,686 2,338 28% 2021-03-31
Tower View Investment Management & Research LLC 1,685 1,681 0% 2021-03-31
Adviser Investments LLC 1,680 1,702 1% 2021-03-31
PAPP L ROY & ASSOCIATES 1,674 1,443 16% 2021-03-31
WADE G W & INC 1,673 1,282 30% 2021-03-31
MCDONALD PARTNERS LLC 1,672 1,488 12% 2021-03-31
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,667 1,667 No Change 2021-03-31
SOUNDMARK WEALTH MANAGEMENT, LLC 1,657 1,889 12% 2021-03-31
WIMMER ASSOCIATES 1, LLC 1,652 1,432 15% 2021-03-31
EPIQ Capital Group, LLC 1,617 1,613 0% 2021-03-31
Concorde Asset Management, LLC 0 1,681 Sold Out 2021-03-31
True Link Financial Advisors, LLC 1,614 1,614 No Change 2021-03-31
FORTEM FINANCIAL GROUP, LLC 1,606 0 New Buy 2021-03-31
HOWARD WEALTH MANAGEMENT, LLC 1,605 1,620 1% 2021-03-31
PETTYJOHN CO 1,601 1,599 0% 2021-03-31
HUTCHINSON CAPITAL MANAGEMENT/CA 1,585 1,585 No Change 2021-03-31
Madden Advisory Services, Inc. 1,558 1,558 No Change 2021-03-31
Willow Creek Wealth Management Inc. 1,548 1,348 15% 2021-03-31
Trexquant Investment LP 1,545 1,024 51% 2021-03-31
Crew Capital Management, Ltd. 1,534 0 New Buy 2021-03-31
EPG Wealth Management LLC 1,528 0 New Buy 2021-03-31
Laurel Wealth Planning LLC 1,526 967 58% 2021-03-31
FORT PITT CAPITAL GROUP, LLC 1,525 1 152,400% 2021-03-31
MADISON WEALTH MANAGEMENT 1,523 1,285 19% 2021-03-31
Financial Partners Group, Inc 1,520 1,427 7% 2021-03-31
Safeguard Investment Advisory Group, LLC 1,511 1,508 0% 2021-03-31
KWB Wealth 1,506 1,506 No Change 2021-03-31
SILVERCREST ASSET MANAGEMENT GROUP LLC 1,493 1,594 6% 2021-03-31
Chicago Wealth Management, Inc. 1,474 0 New Buy 2021-03-31
Jacobi Capital Management LLC 1,459 1,217 20% 2021-03-31
Sheaff Brock Investment Advisors, LLC 1,452 2,102 31% 2021-03-31
Regent Peak Wealth Advisors LLC 1,452 2,300 37% 2021-03-31
REGENTATLANTIC CAPITAL LLC 1,451 0 New Buy 2021-03-31
Monterey Private Wealth, Inc. 1,448 0 New Buy 2021-03-31
Gerber Kawasaki Wealth & Investment Management 1,443 1,367 6% 2021-03-31
IFG Advisory, LLC 1,436 1,460 2% 2021-03-31
EVOKE WEALTH, LLC 1,420 1,460 3% 2021-03-31
MainStreet Investment Advisors LLC 1,412 1,412 No Change 2021-03-31
Clear Harbor Asset Management, LLC 1,394 0 New Buy 2021-03-31
Abacus Planning Group, Inc. 1,386 1,386 No Change 2021-03-31
LATHROP INVESTMENT MANAGEMENT CORP 1,383 0 New Buy 2021-03-31
First National Bank of Mount Dora, Trust Investment Services 1,381 1,181 17% 2021-03-31
PEOPLES FINANCIAL SERVICES CORP. 1,380 1,380 No Change 2021-03-31
Ledyard National Bank 1,378 1,433 4% 2021-03-31
Retirement Planning Group 1,370 1,305 5% 2021-03-31
Aptus Capital Advisors, LLC 1,368 1,609 15% 2021-03-31
Compass Advisory Group LLC 1,365 0 New Buy 2021-03-31
Columbia Trust Co 01012016 150 150 No Change 2021-03-31
CONGRESS ASSET MANAGEMENT CO /MA 1,340 1,340 No Change 2021-03-31
Ironwood Investment Counsel, LLC 1,334 1,331 0% 2021-03-31
Clear Perspectives Financial Planning, LLC 1,322 1,201 10% 2021-03-31
Rodgers & Associates, LTD 1,322 1,322 No Change 2021-03-31
MARCO INVESTMENT MANAGEMENT LLC 1,320 1,320 No Change 2021-03-31
River Wealth Advisors LLC 1,315 1,315 No Change 2021-03-31
SkyOak Wealt, LLC 1,303 3,421 62% 2021-03-31
Orgel Wealth Management, LLC 1,289 1,289 No Change 2021-03-31
FIRST CITIZENS BANK & TRUST CO 1,284 1,466 12% 2021-03-31
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,270 1,270 No Change 2021-03-31
GUYASUTA INVESTMENT ADVISORS INC 1,269 1,269 No Change 2021-03-31
Grubman Wealth Management 1,246 1,308 5% 2021-03-31
Crossvault Capital Management LLC 1,245 0 New Buy 2021-03-31
Pinnacle Bank 1,245 1,245 No Change 2021-03-31
Onyx Bridge Wealth Group LLC 1,245 0 New Buy 2021-03-31
OSBORNE PARTNERS CAPITAL MANAGEMENT 1,230 1,339 8% 2021-03-31
Ironwood Wealth Management, LLC. 1,227 1,617 24% 2021-03-31
Emerald Investment Partners, LLC 1,218 1,764 31% 2021-03-31
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,204 1,202 0% 2021-03-31
YHB Investment Advisors, Inc. 1,201 1,201 No Change 2021-03-31
Norway Savings Bank 1,199 1,324 9% 2021-03-31
DEARBORN PARTNERS LLC 1,180 1,180 No Change 2021-03-31
Raab & Moskowitz Asset Management LLC 1,178 1,392 15% 2021-03-31
Flaharty Asset Management, LLC 1,177 1,177 No Change 2021-03-31
Mathes Company, Inc. 1,170 1,170 No Change 2021-03-31
David J Yvars Group 1,167 0 New Buy 2021-03-31
Prosperity Planning, Inc. 1,161 1,168 1% 2021-03-31
Ironwood Wealth Management, llc 1,156 1,176 2% 2021-03-31
CADINHA & CO LLC 1,150 1,150 No Change 2021-03-31
Atlanta Capital Group 1,150 1,150 No Change 2021-03-31
SNS Financial Group, LLC 1,148 1,216 6% 2021-03-31
Relative Value Partners Group, LLC 1,141 1,486 23% 2021-03-31
Patton Albertson & Miller, LLC 1,136 1,136 No Change 2021-03-31
BSC PRIVATE WEALTH MANAGEMENT, LLC 1,135 1,258 10% 2021-03-31
First Command Financial Services, Inc. 1,131 1,244 9% 2021-03-31
Sunesis Advisors, LLC 1,121 2,030 45% 2021-03-31
Fisher Asset Management, LLC(Kenneth L. Fisher) 1,113 3,983 72% 2021-03-31
Claybrook Capital, LLC 1,100 1,350 19% 2021-03-31
MURPHY CAPITAL MANAGEMENT INC 1,096 1,037 6% 2021-03-31
REILLY FINANCIAL ADVISORS, LLC 1,092 1,137 4% 2021-03-31
Reynders McVeigh Capital Management, LLC 1,091 1,082 1% 2021-03-31
Titus Wealth Management 1,091 1,111 2% 2021-03-31
Riverstone Advisors, LLC 1,091 1,019 7% 2021-03-31
COWA, LLC 1,090 1,090 No Change 2021-03-31
Northwest Capital Management Inc 1,089 1,112 2% 2021-03-31
McLean Asset Management Corp 1,076 1,076 No Change 2021-03-31
United Asset Strategies, Inc. 1,068 1,116 4% 2021-03-31
HHM Wealth Advisors, LLC 1,065 1,065 No Change 2021-03-31
NBT BANK N A /NY 1,054 1,054 No Change 2021-03-31
Wells Trecaso Financial Group, LLC 1,040 1,040 No Change 2021-03-31
Argent Advisors, Inc. 1,040 1,000 4% 2021-03-31
LAIRD NORTON TYEE TRUST CO 1,033 1,033 No Change 2021-03-31
ATWOOD & PALMER INC 1,032 1,032 No Change 2021-03-31
GRIMES & COMPANY, INC. 1,024 0 New Buy 2021-03-31
Western Wealth Management, LLC 1,016 1,016 No Change 2021-03-31
STATE STREET CORP 1,014 1,101 8% 2021-03-31
YorkBridge Wealth Partners, LLC 1,010 1,010 No Change 2021-03-31
Lineweaver Wealth Advisors, LLC 1,005 1,002 0% 2021-03-31
Lebenthal Global Advisors, LLC 1,002 223 349% 2021-03-31
Clarius Group, LLC 1,000 1,000 No Change 2021-03-31
COERENTE CAPITAL MANAGEMENT 1,000 0 New Buy 2021-03-31
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 995 995 No Change 2021-03-31
Strategic Wealth Partners Group LLC 994 0 New Buy 2021-03-31
Element Wealth, LLC 990 990 No Change 2021-03-31
New England Private Wealth Advisors LLC 987 0 New Buy 2021-03-31
Probity Advisors, Inc. 985 0 New Buy 2021-03-31
ETF Portfolio Partners, Inc. 978 978 No Change 2021-03-31
Parkside Financial Bank & Trust 969 853 14% 2021-03-31
FIRST BUSINESS FINANCIAL SERVICES, INC. 969 0 New Buy 2021-03-31
Intrua Financial, LLC 968 0 New Buy 2021-03-31
NICOLET BANKSHARES INC 967 0 New Buy 2021-03-31
Janney Capital Management LLC 965 0 New Buy 2021-03-31
Venturi Wealth Management, LLC 958 34,549 97% 2021-03-31
WATERS PARKERSON & CO INC 951 0 New Buy 2021-03-31
Vestmark Advisory Solutions, Inc. 946 988 4% 2021-03-31
WSFS CAPITAL MANAGEMENT, LLC 943 0 New Buy 2021-03-31
PARTHENON LLC 940 1,381 32% 2021-03-31
Foundations Investment Advisors, LLC 937 0 New Buy 2021-03-31
O'Brien Wealth Partners LLC 925 0 New Buy 2021-03-31
PALLADIUM PARTNERS LLC 923 0 New Buy 2021-03-31
PERSONAL CFO SOLUTIONS, LLC 923 0 New Buy 2021-03-31
Cribstone Capital Management, LLC 919 960 4% 2021-03-31
Enterprise Bank & Trust Co 917 1,387 34% 2021-03-31
Jaffetilchin Investment Partners, LLC 912 0 New Buy 2021-03-31
Hamilton Wealth, LLC 910 0 New Buy 2021-03-31
HARBOR FINANCIAL SERVICES, LLC 909 972 6% 2021-03-31
BANK OF NOVA SCOTIA / 908 0 New Buy 2021-03-31
North Star Investment Management Corp. 885 885 No Change 2021-03-31
FARMERS & MERCHANTS INVESTMENTS INC 879 1,059 17% 2021-03-31
Financial Enhancement Group LLC 771 1,070 28% 2021-03-31
Community Bank, N.A. 729 729 No Change 2021-03-31
Global Trust Asset Management, LLC 701 0 New Buy 2021-03-31
Hoese & Co LLP 700 1,097 36% 2021-03-31
GPS Wealth Strategies Group, LLC 675 0 New Buy 2021-03-31
COUNTRY TRUST BANK 668 546 22% 2021-03-31
Founders Financial Alliance, LLC 11 11 No Change 2021-03-31
PrairieView Partners, LLC 630 522 21% 2021-03-31
Black Swift Group, LLC 613 35 1,651% 2021-03-31
Farmers & Merchants Trust Co of Chambersburg PA 607 200 204% 2021-03-31
NWK Group, Inc. 598 598 No Change 2021-03-31
MEEDER ASSET MANAGEMENT INC 586 246 138% 2021-03-31
Advocacy Wealth Management Services, LLC 567 567 No Change 2021-03-31
D'Orazio & Associates, Inc. 553 553 No Change 2021-03-31
TCTC Holdings, LLC 550 550 No Change 2021-03-31
ARLINGTON PARTNERS LLC 540 0 New Buy 2021-03-31
Hexagon Capital Partners LLC 540 696 22% 2021-03-31
Solstein Capital, LLC 537 0 New Buy 2021-03-31
MCF Advisors LLC 533 533 No Change 2021-03-31
PYA Waltman Capital, LLC 515 515 No Change 2021-03-31
McCarthy Asset Management, Inc. 506 505 0% 2021-03-31
Lee Financial CORP 498 498 No Change 2021-03-31
Phoenix Wealth Advisors 491 491 No Change 2021-03-31
Permanens Capital L.P. 446 746 40% 2021-03-31
First National Bank of South Miami 431 479 10% 2021-03-31
Laurel Wealth Advisors LLC 426 426 No Change 2021-03-31
Front Row Advisors LLC 425 275 55% 2021-03-31
VALLEY NATIONAL ADVISERS INC 424 367 16% 2021-03-31
Valley Brook Capital Group, Inc. 409 339 21% 2021-03-31
FIRST FINANCIAL CORP /IN/ 406 406 No Change 2021-03-31
Trust Co 401 401 No Change 2021-03-31
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 398 331 20% 2021-03-31
HC FINANCIAL ADVISORS INC 395 395 No Change 2021-03-31
HARBOR INVESTMENT ADVISORY, LLC 394 444 11% 2021-03-31
Glassman Wealth Services 387 512 24% 2021-03-31
WASHINGTON TRUST CO 377 200 89% 2021-03-31
Better Money Decisions, LLC 375 0 New Buy 2021-03-31
Coastal Capital Group, Inc. 361 568 36% 2021-03-31
Tradition Wealth Management, LLC 353 522 32% 2021-03-31
SECURITY NATIONAL TRUST CO 350 350 No Change 2021-03-31
SIMPLEX TRADING, LLC 343 0 New Buy 2021-03-31
CNB Bank 343 563 39% 2021-03-31
TCI Wealth Advisors, Inc. 335 328 2% 2021-03-31
RESOURCES MANAGEMENT CORP /CT/ /ADV 332 325 2% 2021-03-31
Affiance Financial, LLC 330 330 No Change 2021-03-31
Bogart Wealth, LLC 315 130 142% 2021-03-31
Gradient Investments LLC 313 81 286% 2021-03-31
Provident Wealth Management, LLC 307 551 44% 2021-03-31
Joseph P. Lucia & Associates, LLC 305 0 New Buy 2021-03-31
Retirement Group, LLC 303 429 29% 2021-03-31
Savior LLC 278 278 No Change 2021-03-31
Financial Advantage, Inc. 275 275 No Change 2021-03-31
TrueNorth, Inc. 256 0 New Buy 2021-03-31
DIVIDEND GROWTH ADVISORS, LLC 250 256 2% 2021-03-31
Stonebridge Capital Advisors LLC 250 0 New Buy 2021-03-31
MOTCO 240 240 No Change 2021-03-31
Birch Capital Management, LLC 230 0 New Buy 2021-03-31
Pacifica Partners Inc. 229 228 0% 2021-03-31
Plante Moran Financial Advisors Ltd Partnership 224 224 No Change 2021-03-31
Tortoise Investment Management, LLC 223 223 No Change 2021-03-31
Lenox Wealth Advisors, Inc. 218 163 34% 2021-03-31
First Personal Financial Services 210 210 No Change 2021-03-31
Dougherty Wealth Advisers LLC 200 200 No Change 2021-03-31
Key FInancial Inc 197 174 13% 2021-03-31
MTM Investment Management, LLC 196 0 New Buy 2021-03-31
OLD SECOND NATIONAL BANK OF AURORA 192 397 52% 2021-03-31
Johnson Financial Group, Inc. 190 190 No Change 2021-03-31
BALLAST ADVISORS LLC 181 181 No Change 2021-03-31
IAG Wealth Partners, LLC 157 157 No Change 2021-03-31
Hudock Moyer Wealth Resources, LLC 156 114 37% 2021-03-31
LS Investment Advisors, LLC 155 155 No Change 2021-03-31
Atlas Private Wealth Advisors 132 132 No Change 2021-03-31
SITTNER & NELSON, LLC 115 115 No Change 2021-03-31
ADE, LLC 102 102 No Change 2021-03-31
Armor Investment Advisors, LLC 100 100 No Change 2021-03-31
Filbrandt Wealth Management, LLC 100 190 47% 2021-03-31
Systematic Alpha Investments, LLC 91 0 New Buy 2021-03-31
CVA Family Office, LLC 89 0 New Buy 2021-03-31
Spire Wealth Management 77 0 New Buy 2021-03-31
ANDERSON FISHER LLC 70 70 No Change 2021-03-31
Cordasco Financial Network 69 69 No Change 2021-03-31
Selective Wealth Management 56 56 No Change 2021-03-31
HawsGoodwin Investment Management LLC 55 55 No Change 2021-03-31
Focused Wealth Management, Inc 49 49 No Change 2021-03-31
Costello Asset Management, INC 48 48 No Change 2021-03-31
Legacy Bridge, LLC 47 47 No Change 2021-03-31
Hirtle Callaghan & Co Inc 44 44 No Change 2021-03-31
NVWM, LLC 44 44 No Change 2021-03-31
Zeit Capital LLC 40 0 New Buy 2021-03-31
Sugarloaf Wealth Management, LLC 37 919 96% 2021-03-31
AMERICAN NATIONAL BANK 36 45 20% 2021-03-31
Hanson Investment Management 27 27 No Change 2021-03-31
Sonora Investment Management, LLC 25 25 No Change 2021-03-31
Grandview Asset Management LLC 25 1,122 98% 2021-03-31
Carolina Wealth Advisors, LLC 20 20 No Change 2021-03-31
Ellis Investment Partners, LLC 18 18 No Change 2021-03-31
Barnett & Company, Inc. 15 15 No Change 2021-03-31
Litman Gregory Asset Management LLC 14 14 No Change 2021-03-31
WOLFF WIESE MAGANA LLC 12 0 New Buy 2021-03-31
Sageworth Trust Co 10 10 No Change 2021-03-31
Sound Income Strategies, LLC 9 0 New Buy 2021-03-31
MANCHESTER FINANCIAL INC 8 8 No Change 2021-03-31
HWG Holdings LP 6 0 New Buy 2021-03-31
Bellwether Advisors, LLC 4 4 No Change 2021-03-31
BALDWIN BROTHERS INC/MA 3 0 New Buy 2021-03-31
Narwhal Capital Management 0 1,719 Sold Out 2021-03-31
Clean Yield Group 0 252 Sold Out 2021-03-31
Kistler-Tiffany Companies, LLC 0 122 Sold Out 2021-03-31
Family Management Corp 0 52 Sold Out 2021-03-31
Tower Research Capital LLC 0 23 Sold Out 2021-03-31
OARSMAN CAPITAL, INC. 0 1,288 Sold Out 2021-03-31
Regal Investment Advisors, LLC 0 14,885 Sold Out 2021-03-31
Burt Wealth Advisors 0 383 Sold Out 2021-03-31
Roble, Belko & Company, Inc 0 2,115 Sold Out 2021-03-31
WOLVERINE TRADING, LLC 0 24,900 Sold Out 2021-03-31
WP Advisors, LLC 0 1,457 Sold Out 2021-03-31
HCR Wealth Advisors 0 19 Sold Out 2021-03-31
Atlantic Trust, LLC 0 4 Sold Out 2021-03-31
Trilogy Capital Inc. 0 5,336 Sold Out 2021-03-31
HARVEST GROUP WEALTH MANAGEMENT, LLC 0 1,462 Sold Out 2021-03-31
VIRIDIAN RIA, LLC 0 118,289 Sold Out 2021-03-31
Signet Investment Advisory Group, Inc. 0 50 Sold Out 2021-03-31
Bay Harbor Wealth Management, LLC 0 6 Sold Out 2021-03-31
Princeton Global Asset Management LLC 0 325 Sold Out 2021-03-31
Clear Creek Financial Management, LLC 0 2,804 Sold Out 2021-03-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0 150,000 Sold Out 2021-03-31
Sowa Financial Group, Inc. 0 85 Sold Out 2021-03-31
Planned Solutions, Inc. 0 34 Sold Out 2021-03-31
Sage Mountain Advisors LLC 0 126 Sold Out 2021-03-31
Kinloch Capital, LLC 0 71 Sold Out 2021-03-31
Diversified, LLC 0 176 Sold Out 2021-03-31
Merrion Investment Management Co, LLC 0 63 Sold Out 2021-03-31
Inspire Advisors, LLC 0 110 Sold Out 2021-03-31
WOODWARD DIVERSIFIED CAPITAL, LLC 0 1,621 Sold Out 2021-03-31
Oxler Private Wealth LLC 0 50 Sold Out 2021-03-31
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 0 7,322 Sold Out 2021-03-31
Curi Wealth Management, LLC 0 302 Sold Out 2021-03-31
BANK OF AMERICA CORP /DE/ 13,773,951 13,674,668 1% 2020-12-31
MORGAN STANLEY 5,501,335 0 New Buy 2020-12-31
AMERIPRISE FINANCIAL INC 3,355,829 2,919,112 15% 2020-12-31
Bank of New York Mellon CORP 1,008,469 968,899 4% 2020-12-31
ExodusPoint Capital Management, LP 800,000 0 New Buy 2020-12-31
BANK OF MONTREAL /CAN/ 779,696 591,286 32% 2020-12-31
BB&T CORP 744,828 801,661 7% 2020-12-31
BESSEMER GROUP INC 553,729 1,251,530 56% 2020-12-31
Atlantic Trust Group, LLC 529,756 29,350 1,705% 2020-12-31
Catalyst Capital Advisors LLC 397,155 470,140 16% 2020-12-31
GOLDMAN SACHS GROUP INC 998 288,368 100% 2020-12-31
CBIZ Investment Advisory Services, LLC 300,721 312,423 4% 2020-12-31
Baird Financial Group, Inc. 33,949 34,244 1% 2020-12-31
SMITHFIELD TRUST CO 254,688 257,847 1% 2020-12-31
Beacon Pointe Advisors, LLC 239,160 166,681 43% 2020-12-31
MASSMUTUAL TRUST CO FSB/ADV 206,779 178,525 16% 2020-12-31
Hartland & Co., LLC 204,392 192,462 6% 2020-12-31
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 197,786 198,327 0% 2020-12-31
Milestone Group, Inc. 186,224 211,651 12% 2020-12-31
Equitable Holdings, Inc. 151,725 154,418 2% 2020-12-31
CAPTRUST FINANCIAL ADVISORS 135,140 94,931 42% 2020-12-31
Axiom Financial Strategies, LLC 0 128,240 Sold Out 2020-12-31
GLENMEDE TRUST CO NA 116,879 110,893 5% 2020-12-31
Legacy Capital Wealth Partners, LLC 112,181 0 New Buy 2020-12-31
PHILLIPS FINANCIAL MANAGEMENT, LLC 110,865 115,259 4% 2020-12-31
Berman Capital Advisors, LLC 104,909 112,179 6% 2020-12-31
JANE STREET GROUP, LLC 91,691 1,457 6,193% 2020-12-31
Ancora Advisors, LLC 87,370 66,241 32% 2020-12-31
WHITTIER TRUST CO OF NEVADA INC 85,375 85,396 0% 2020-12-31
REGIONS FINANCIAL CORP 79,996 0 New Buy 2020-12-31
Financial Network 76,628 45,157 70% 2020-12-31
BLAIR WILLIAM & CO/IL 75,454 74,026 2% 2020-12-31
Cetera Investment Advisers 75,137 43,598 72% 2020-12-31
CITIGROUP INC 72,226 77,373 7% 2020-12-31
Perkins Coie Trust Co 67,572 60,897 11% 2020-12-31
BROWN ADVISORY HOLDINGS INC 0 7,649 Sold Out 2020-12-31
BERKSHIRE ASSET MANAGEMENT INC/PA 66,116 64,720 2% 2020-12-31
SRS Capital Advisors, Inc. 64,808 64,780 0% 2020-12-31
Ballentine, Finn & Company, Inc. 63,893 64,093 0% 2020-12-31
CONDOR CAPITAL MANAGEMENT 62,840 50,303 25% 2020-12-31
TOMPKINS FINANCIAL CORP 58,470 3,670 1,493% 2020-12-31
BancorpSouth Bank 56,656 54,222 4% 2020-12-31
Covington Capital Management 56,353 52,426 7% 2020-12-31
SVA Plumb Wealth Management, LLC 52,721 53,843 2% 2020-12-31
BENJAMIN F. EDWARDS & COMPANY, INC. 50,386 54,818 8% 2020-12-31
Asset Planning Services, Ltd. 45,997 58,709 22% 2020-12-31
COMERICA SECURITIES,INC. 45,780 46,191 1% 2020-12-31
Alexandria Capital, LLC 44,807 46,440 4% 2020-12-31
Abbrea Capital, LLC 44,729 42,108 6% 2020-12-31
BBR PARTNERS, LLC 39,506 40,177 2% 2020-12-31
Advisory Services Network, LLC 38,974 41,994 7% 2020-12-31
Almanack Investment Partners, LLC. 37,106 0 New Buy 2020-12-31
H D Vest Advisory Services 34,499 72,197 52% 2020-12-31
BerganKDV Wealth Management, LLC 29,893 0 New Buy 2020-12-31
BP WEALTH MANAGEMENT, LLC 670 482 39% 2020-12-31
BDO Wealth Advisors, LLC 27,416 26,082 5% 2020-12-31
Multi-Financial Securities Corp 26,386 25,463 4% 2020-12-31
Crestwood Advisors LLC 26,073 26,794 3% 2020-12-31
Cresset Asset Management, LLC 25,265 24,347 4% 2020-12-31
Pacific Center for Financial Services 23,120 22,987 1% 2020-12-31
BERRY GROUP, LLC 22,521 21,483 5% 2020-12-31
Warren Averett Asset Management, LLC 21,195 21,613 2% 2020-12-31
ATRIA INVESTMENTS LLC 20,809 18,967 10% 2020-12-31
EATON VANCE MANAGEMENT 20,785 16,625 25% 2020-12-31
Steward Partners Investment Advisory, LLC 20,289 25,682 21% 2020-12-31
COLONY GROUP LLC 20,253 19,590 3% 2020-12-31
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 19,286 19,374 0% 2020-12-31
Evercore Wealth Management, LLC 19,156 19,835 3% 2020-12-31
ALESCO ADVISORS LLC 17,372 20,817 17% 2020-12-31
TrueWealth Advisors, LLC 17,111 0 New Buy 2020-12-31
Orin Green Financial, LLC 16,800 0 New Buy 2020-12-31
PARK AVENUE SECURITIES LLC 16,747 14,486 16% 2020-12-31
Argent Trust Co 16,379 15,864 3% 2020-12-31
Rockbridge Investment Management, LCC 15,729 15,415 2% 2020-12-31
DROMS STRAUSS ADVISORS INC /MO/ /ADV 15,286 0 New Buy 2020-12-31
Main Street Financial Solutions, LLC 14,827 0 New Buy 2020-12-31
Paul John Balson 14,743 13,013 13% 2020-12-31
OHE FINANCIAL INC 14,468 13,971 4% 2020-12-31
HRT FINANCIAL LLC 14,465 0 New Buy 2020-12-31
Alera Investment Advisors, LLC 13,925 13,921 0% 2020-12-31
Abbot Financial Management, Inc. 13,630 14,015 3% 2020-12-31
Burleson & Company, LLC 13,520 13,916 3% 2020-12-31
MILLENNIUM MANAGEMENT LLC 13,338 0 New Buy 2020-12-31
Asset Management Group, Inc. 12,904 12,878 0% 2020-12-31
StrongBox Wealth, LLC 12,398 11,434 8% 2020-12-31
BEACON FINANCIAL GROUP 12,236 11,595 6% 2020-12-31
ALERUS FINANCIAL NA 12,124 0 New Buy 2020-12-31
HPM Partners LLC 12,124 12,335 2% 2020-12-31
20/20 Capital Management, Inc. 12,073 0 New Buy 2020-12-31
Freestone Capital Holdings, LLC 11,690 11,690 No Change 2020-12-31
Aspen Investment Management Inc 11,238 11,321 1% 2020-12-31
Cedar Brook Financial Partners, LLC 11,084 0 New Buy 2020-12-31
AMG National Trust Bank 10,699 15,700 32% 2020-12-31
MBL Wealth, LLC 10,324 0 New Buy 2020-12-31
Advisors Capital Management, LLC 10,271 10,279 0% 2020-12-31
Asset Allocation & Management Company, LLC 0 17,152 Sold Out 2020-12-31
Arete Wealth Advisors, LLC 10,099 0 New Buy 2020-12-31
CYPRESS CAPITAL MANAGEMENT LLC 10,044 10,139 1% 2020-12-31
FDx Advisors, Inc. 9,883 8,469 17% 2020-12-31
Dana Investment Advisors, Inc. 9,769 9,487 3% 2020-12-31
Bragg Financial Advisors, Inc 9,664 9,603 1% 2020-12-31
Clarkston Capital Partners LLC 9,056 8,887 2% 2020-12-31
Change Path, LLC 14 0 New Buy 2020-12-31
FIDUCIARY TRUST CO 8,926 7,225 24% 2020-12-31
Aureus Asset Management, LLC 8,851 6,488 36% 2020-12-31
Columbia Asset Management 8,774 8,494 3% 2020-12-31
DIXON HUBARD FEINOUR & BROWN INC/VA 8,437 8,437 No Change 2020-12-31
DEFINED WEALTH MANAGEMENT, LLC 8,227 0 New Buy 2020-12-31
Integrated Advisors Network LLC 8,175 7,064 16% 2020-12-31
WEDBUSH MORGAN SECURITIES INC 8,096 7,732 5% 2020-12-31
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 8,058 7,244 11% 2020-12-31
Principle Wealth Partners LLC 7,867 0 New Buy 2020-12-31
Edge Capital Group, LLC 7,651 7,631 0% 2020-12-31
Capital Advisory Group Advisory Services, LLC 7,498 5,882 27% 2020-12-31
Bridgeworth, LLC 6,643 7,253 8% 2020-12-31
AMERITAS INVESTMENT CORP 6,588 6,070 9% 2020-12-31
COLDSTREAM CAPITAL MANAGEMENT INC 6,528 6,126 7% 2020-12-31
Belpointe Asset Management LLC 6,523 0 New Buy 2020-12-31
American Institute for Advanced Investment Management, LLP 6,346 6,210 2% 2020-12-31
IHT Wealth Management, LLC 6,208 5,371 16% 2020-12-31
Azimuth Capital Management LLC 6,180 5,980 3% 2020-12-31
Callan Capital, LLC 6,155 6,529 6% 2020-12-31
Pacitti Group Inc. 6,094 5,973 2% 2020-12-31
Community Financial Services Group, LLC 6,004 5,606 7% 2020-12-31
Hilltop Holdings Inc. 5,842 5,962 2% 2020-12-31
ADVISORY RESEARCH INC 5,505 0 New Buy 2020-12-31
ALPHASIMPLEX GROUP, LLC 5,453 8,125 33% 2020-12-31
EagleClaw Capital Managment, LLC 5,350 5,350 No Change 2020-12-31
PARAMETRIC PORTFOLIO ASSOCIATES 5,256 24,223 78% 2020-12-31
Covington Investment Advisors Inc. 5,147 4,878 6% 2020-12-31
Perigon Wealth Management, LLC 4,999 5,503 9% 2020-12-31
Disciplined Investments, LLC 4,901 5,356 8% 2020-12-31
Laidlaw Wealth Management LLC 4,858 0 New Buy 2020-12-31
HM PAYSON & CO 4,706 4,706 No Change 2020-12-31
BAILARD, INC. 4,556 1,170 289% 2020-12-31
BSW Wealth Partners 4,429 4,485 1% 2020-12-31
FormulaFolio Investments, LLC 4,369 0 New Buy 2020-12-31
Fragasso Group Inc. 4,241 4,656 9% 2020-12-31
MONECO Advisors, LLC 4,231 3,461 22% 2020-12-31
Winslow, Evans & Crocker, Inc. 3,990 1,351 195% 2020-12-31
CAMBRIDGE TRUST CO 3,826 4,286 11% 2020-12-31
Ashfield Capital Partners, LLC 3,655 4,407 17% 2020-12-31
Empirical Financial Services, LLC 3,435 0 New Buy 2020-12-31
CARY STREET PARTNER INVESTMENT ADVISORY LLC 3,425 3,684 7% 2020-12-31
ENTERPRISE FINANCIAL SERVICES CORP 3,368 4,086 18% 2020-12-31
Kingsview Wealth Management, LLC 3,349 1,958 71% 2020-12-31
Heritage Wealth Advisors 3,348 0 New Buy 2020-12-31
DEUTSCHE BANK AG 3,339 3,339 No Change 2020-12-31
WAYNE HUMMER INVESTMENTS L.L.C. 3,188 3,187 0% 2020-12-31
Orion Portfolio Solutions, LLC 3,169 2,789 14% 2020-12-31
DF DENT & CO INC 3,032 2,533 20% 2020-12-31
Financial Architects, Inc 3,003 1,221 146% 2020-12-31
Baldwin Investment Management, LLC 2,963 2,956 0% 2020-12-31
FARR MILLER & WASHINGTON LLC/DC 2,917 2,027 44% 2020-12-31
Clear Perspective Advisors, LLC 2,913 2,913 No Change 2020-12-31
Fullen Financial Group 2,903 2,890 0% 2020-12-31
Rehmann Capital Advisory Group 2,887 2,894 0% 2020-12-31
Center for Financial Planning, Inc. 2,874 0 New Buy 2020-12-31
CIBC World Markets Inc. 2,842 2,258 26% 2020-12-31
Bard Financial Services, Inc. 2,840 0 New Buy 2020-12-31
CAROLINAS WEALTH CONSULTING LLC 2,735 279 880% 2020-12-31
Americana Partners, LLC 2,631 1,774 48% 2020-12-31
Brown Advisory Securities, LLC 2,489 2,422 3% 2020-12-31
TNB Financial 2,487 2,052 21% 2020-12-31
PACES FERRY WEALTH ADVISORS, LLC 2,320 2,320 No Change 2020-12-31
Accel Wealth Management 2,300 0 New Buy 2020-12-31
Checchi Capital Advisers, LLC 2,284 1,880 21% 2020-12-31
EP Wealth Advisors, Inc. 2,222 2,017 10% 2020-12-31
Acorn Wealth Advisors, LLC 2,144 1,604 34% 2020-12-31
One Wealth Advisors, LLC 2,106 2,142 2% 2020-12-31
Aveo Capital Partners, LLC 2,082 15,054 86% 2020-12-31
Biltmore Family Office, LLC 1,978 1,978 No Change 2020-12-31
First Heartland Consultants, Inc. 1,925 2,114 9% 2020-12-31
180 WEALTH ADVISORS, LLC 1,924 1,900 1% 2020-12-31
Renasant Bank 1,924 0 New Buy 2020-12-31
MidWestOne Financial Group, Inc. 1,913 1,913 No Change 2020-12-31
OLD MISSION CAPITAL, LLC 1,900 0 New Buy 2020-12-31
QCI ASSET MANAGEMENT INC/NY 1,895 1,826 4% 2020-12-31
QUANTLAB CAPITAL MANAGEMENT LTD 1,872 0 New Buy 2020-12-31
Birchcreek Wealth Management, LLC 1,848 0 New Buy 2020-12-31
Capital Bank & Trust Co 1,671 0 New Buy 2020-12-31
CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,632 0 New Buy 2020-12-31
BURNEY CO/ 1,612 1,538 5% 2020-12-31
NewFocus Financial Group, LLC 1,591 1,701 6% 2020-12-31
MEMBERS Trust Co 1,559 1,479 5% 2020-12-31
Meridian Wealth Partners, LLC 1,552 1,629 5% 2020-12-31
CB&T Wealth Management 1,520 0 New Buy 2020-12-31
CWS Financial Advisors, LLC 1,517 1,517 No Change 2020-12-31
Cooper Financial Group 1,442 0 New Buy 2020-12-31
UMA Financial Services, Inc. 1,399 1,394 0% 2020-12-31
Allegheny Financial Group LTD 1,382 0 New Buy 2020-12-31
9258 Wealth Management, LLC 1,380 1,409 2% 2020-12-31
Eudaimonia Partners, LLC 225 601 63% 2020-12-31
Camden Capital, LLC 1,250 1,353 8% 2020-12-31
BAKER TILLY FINANCIAL, LLC 1,247 0 New Buy 2020-12-31
Midwest Professional Planners, LTD. 1,245 1,245 No Change 2020-12-31
First Command Bank 1,244 0 New Buy 2020-12-31
Insight Advisors, LLC/ PA 1,242 0 New Buy 2020-12-31
Douglass Winthrop Advisors, LLC 1,188 0 New Buy 2020-12-31
CLIENT 1ST ADVISORY GROUP, LLC 1,163 1,163 No Change 2020-12-31
Barrett Asset Management, LLC 1,135 1,135 No Change 2020-12-31
Capital Advisors, Ltd. LLC 1,086 1,086 No Change 2020-12-31
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,062 0 New Buy 2020-12-31
BEACON INVESTMENT ADVISORY SERVICES, INC. 1,020 0 New Buy 2020-12-31
Cerro Pacific Wealth Advisors LLC 1,004 0 New Buy 2020-12-31
Court Place Advisors, LLC 1,002 0 New Buy 2020-12-31
Madison Wealth Partners, Inc 984 0 New Buy 2020-12-31
CPCM, LLC 970 0 New Buy 2020-12-31
Cedar Wealth Management, LLC 906 906 No Change 2020-12-31
Hoover Financial Advisors, Inc. 848 752 13% 2020-12-31
Garde Capital, Inc. 804 0 New Buy 2020-12-31
BROWN BROTHERS HARRIMAN & CO 771 696 11% 2020-12-31
BARCLAYS PLC 696 696 No Change 2020-12-31
Archer Investment Corp 663 663 No Change 2020-12-31
MYCIO WEALTH PARTNERS, LLC 507 507 No Change 2020-12-31
BIDWELL C M & ASSOCIATES LTD/ 452 546 17% 2020-12-31
LIBERTY WEALTH MANAGEMENT LLC 310 310 No Change 2020-12-31
Balentine LLC 305 0 New Buy 2020-12-31
Cascade Investment Advisors, Inc. 290 290 No Change 2020-12-31
Financial Advisory Service, Inc. 251 250 0% 2020-12-31
Altus Wealth Group LLC 246 0 New Buy 2020-12-31
Capital Analysts, Inc. 221 221 No Change 2020-12-31
CKW FINANCIAL GROUP 220 220 No Change 2020-12-31
Taddei, Ludwig & Associates, Inc. 211 0 New Buy 2020-12-31
Freedman Financial Associates, Inc. 210 0 New Buy 2020-12-31
Axiom Investment Management LLC 207 0 New Buy 2020-12-31
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 160 0 New Buy 2020-12-31
Perennial Advisors, LLC 148 0 New Buy 2020-12-31
ROWLAND CARMICHAEL ADVISORS INC /ADV 146 146 No Change 2020-12-31
Orion Capital Management LLC 143 0 New Buy 2020-12-31
Blume Capital Management, Inc. 139 139 No Change 2020-12-31
Capital Asset Advisory Services LLC 128 100 28% 2020-12-31
AllSquare Wealth Management LLC 100 100 No Change 2020-12-31
Aberdeen Wealth Management LLC 75 0 New Buy 2020-12-31
Aspire Private Capital, LLC 58 67 13% 2020-12-31
ENCOMPASS WEALTH ADVISORS, LLC 50 0 New Buy 2020-12-31
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 50 0 New Buy 2020-12-31
Summit Investment Advisors, Inc. 46 46 No Change 2020-12-31
Charter Oak Capital Management, LLC 37 0 New Buy 2020-12-31
Concord Wealth Partners 36 0 New Buy 2020-12-31
B, B, H, & B INC. 2 0 New Buy 2020-12-31
KINGS POINT CAPITAL MANAGEMENT 0 436 Sold Out 2020-12-31
Advisory Alpha, LLC 0 174 Sold Out 2020-12-31
BOOTHBAY FUND MANAGEMENT, LLC 0 2,126 Sold Out 2020-12-31
DIMENSION CAPITAL MANAGEMENT PARTNERS 0 14 Sold Out 2020-12-31
Braun-Bostich & Associates Inc. 0 1,975 Sold Out 2020-12-31
Ambassador Advisors, LLC 0 4,692 Sold Out 2020-12-31
PACIFIC CAPITAL WEALTH ADVISORS, INC 0 106 Sold Out 2020-12-31
tru Independence LLC 0 2,127 Sold Out 2020-12-31
JEPPSON WEALTH MANAGEMENT, LLC 0 84 Sold Out 2020-12-31
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