Holder | Amount | Position Size
($ in 1000's) | As of |
Creative Planning | 4,147,648 | $183,741 | 09/30/2019 |
DGS | 4,147,648 | $183,741 | 09/30/2019 |
Strategic Wealth Partners Ltd. | 26,635 | $161,153 | 09/30/2019 |
DGS | 26,635 | $161,153 | 09/30/2019 |
Bank of America Corp DE | 1,943,292 | $86,087 | 09/30/2019 |
DGS | 1,943,292 | $86,087 | 09/30/2019 |
Wells Fargo & Company MN | 839,967 | $37,211 | 09/30/2019 |
DGS | 839,967 | $37,211 | 09/30/2019 |
Victory Capital Management Inc. | 683,468 | $30,278 | 09/30/2019 |
DGS | 683,468 | $30,278 | 09/30/2019 |
Palladium Partners LLC | 614,023 | $28,030 | 09/30/2019 |
DGS | 614,023 | $28,030 | 09/30/2019 |
Parsec Financial Management Inc. | 558,305 | $24,733 | 09/30/2019 |
DGS | 558,305 | $24,733 | 09/30/2019 |
UBS Group AG | 507,564 | $22,485 | 09/30/2019 |
DGS | 507,564 | $22,485 | 09/30/2019 |
Morgan Stanley | 464,346 | $20,571 | 09/30/2019 |
DGS | 464,346 | $20,571 | 09/30/2019 |
United Services Automobile Association | 399,145 | $17,683 | 09/30/2019 |
DGS | 399,145 | $17,683 | 09/30/2019 |
Eastern Bank | 321,141 | $14,227 | 09/30/2019 |
DGS | 321,141 | $14,227 | 09/30/2019 |
Boston Financial Mangement LLC | 320,689 | $14,207 | 09/30/2019 |
DGS | 320,689 | $14,207 | 09/30/2019 |
America First Investment Advisors LLC | 275,717 | $12,214 | 09/30/2019 |
DGS | 275,717 | $12,214 | 09/30/2019 |
Efficient Advisors LLC | 271,176 | $12,013 | 09/30/2019 |
DGS | 271,176 | $12,013 | 09/30/2019 |
EisnerAmper Wealth Management Corporate Benefits LLC | 247,056 | $10,945 | 09/30/2019 |
DGS | 247,056 | $10,945 | 09/30/2019 |
Motley Fool Wealth Management LLC | 241,598 | $10,703 | 09/30/2019 |
DGS | 241,598 | $10,703 | 09/30/2019 |
First Wilshire Securities Management Inc. | 236,639 | $10,483 | 09/30/2019 |
DGS | 236,639 | $10,483 | 09/30/2019 |
Great Point Wealth Advisors LLC | 222,817 | $9,870 | 09/30/2019 |
DGS | 222,817 | $9,870 | 09/30/2019 |
Jane Street Group LLC | 175,064 | $7,755 | 09/30/2019 |
DGS | 175,064 | $7,755 | 09/30/2019 |
Neumann Capital Management LLC | 167,450 | $7,418 | 09/30/2019 |
DGS | 167,450 | $7,418 | 09/30/2019 |
Stratford Consulting LLC | 162,784 | $7,211 | 09/30/2019 |
DGS | 162,784 | $7,211 | 09/30/2019 |
Baker Ellis Asset Management LLC | 151,145 | $6,696 | 09/30/2019 |
DGS | 151,145 | $6,696 | 09/30/2019 |
Cambridge Investment Research Advisors Inc. | 149,683 | $6,631 | 09/30/2019 |
DGS | 149,683 | $6,631 | 09/30/2019 |
White Pine Investment CO | 138,235 | $6,124 | 09/30/2019 |
DGS | 138,235 | $6,124 | 09/30/2019 |
Community Financial Services Group LLC | 136,505 | $6,048 | 09/30/2019 |
DGS | 136,505 | $6,048 | 09/30/2019 |
Ameriprise Financial Inc. | 129,884 | $5,744 | 09/30/2019 |
DGS | 129,884 | $5,744 | 09/30/2019 |
Envestnet Asset Management Inc. | 128,369 | $5,687 | 09/30/2019 |
DGS | 128,369 | $5,687 | 09/30/2019 |
Trustmark National Bank Trust Department | 125,888 | $5,577 | 09/30/2019 |
DGS | 125,888 | $5,577 | 09/30/2019 |
Royal Bank of Canada | 113,499 | $5,027 | 09/30/2019 |
DGS | 113,499 | $5,027 | 09/30/2019 |
Ameritas Investment Corp | 107,263 | $4,922 | 09/30/2019 |
DGS | 107,263 | $4,922 | 09/30/2019 |
Fifth Third Bancorp | 104,149 | $4,614 | 09/30/2019 |
DGS | 104,149 | $4,614 | 09/30/2019 |
Valmark Advisers Inc. | 100,311 | $4,444 | 09/30/2019 |
DGS | 100,311 | $4,444 | 09/30/2019 |
Bank of Montreal Can | 96,441 | $4,272 | 09/30/2019 |
DGS | 96,441 | $4,272 | 09/30/2019 |
LPL Financial LLC | 87,305 | $3,868 | 09/30/2019 |
DGS | 87,305 | $3,868 | 09/30/2019 |
Raymond James & Associates | 82,524 | $3,656 | 09/30/2019 |
DGS | 82,524 | $3,656 | 09/30/2019 |
Smith Moore & CO. | 81,039 | $3,590 | 09/30/2019 |
DGS | 81,039 | $3,590 | 09/30/2019 |
Advisor Group Inc. | 79,406 | $3,518 | 09/30/2019 |
DGS | 79,406 | $3,518 | 09/30/2019 |
ProVise Management Group LLC | 72,256 | $3,201 | 09/30/2019 |
DGS | 72,256 | $3,201 | 09/30/2019 |
Kings Point Capital Management | 70,358 | $3,117 | 09/30/2019 |
DGS | 70,358 | $3,117 | 09/30/2019 |
United Income Inc. | 69,615 | $3,077 | 09/30/2019 |
DGS | 69,615 | $3,077 | 09/30/2019 |
Tortoise Investment Management LLC | 68,531 | $3,036 | 09/30/2019 |
DGS | 68,531 | $3,036 | 09/30/2019 |
Biltmore Family Office LLC | 62,171 | $2,754 | 09/30/2019 |
DGS | 62,171 | $2,754 | 09/30/2019 |
Ancora Advisors LLC | 61,570 | $2,728 | 09/30/2019 |
DGS | 61,570 | $2,728 | 09/30/2019 |
Carroll Financial Associates Inc. | 60,946 | $2,699 | 09/30/2019 |
DGS | 60,946 | $2,699 | 09/30/2019 |
Commonwealth Equity Services LLC | 60,922 | $2,698 | 09/30/2019 |
DGS | 60,922 | $2,698 | 09/30/2019 |
Nicholas Hoffman & Company LLC. | 60,597 | $2,684 | 09/30/2019 |
DGS | 60,597 | $2,684 | 09/30/2019 |
Cerity Partners LLC | 58,283 | $2,582 | 09/30/2019 |
DGS | 58,283 | $2,582 | 09/30/2019 |
Halbert Hargrove Global Advisors LLC | 56,653 | $2,510 | 09/30/2019 |
DGS | 56,653 | $2,510 | 09/30/2019 |
Beacon Financial Group | 56,276 | $2,482 | 09/30/2019 |
DGS | 56,276 | $2,482 | 09/30/2019 |
Flow Traders U.S. LLC | 53,334 | $2,363 | 09/30/2019 |
DGS | 53,334 | $2,363 | 09/30/2019 |
Texas Yale Capital Corp. | 51,818 | $2,296 | 09/30/2019 |
DGS | 51,818 | $2,296 | 09/30/2019 |
Whittier Trust Co. | 50,834 | $2,252 | 09/30/2019 |
DGS | 50,834 | $2,252 | 09/30/2019 |
Ladenburg Thalmann Financial Services Inc. | 49,814 | $2,207 | 09/30/2019 |
DGS | 49,814 | $2,207 | 09/30/2019 |
Hanson & Doremus Investment Management | 49,645 | $2,199 | 09/30/2019 |
DGS | 49,645 | $2,199 | 09/30/2019 |
MML Investors Services LLC | 49,444 | $2,190 | 09/30/2019 |
DGS | 49,444 | $2,190 | 09/30/2019 |
Osbon Capital Management LLC | 46,395 | $2,183 | 06/30/2019 |
DGS | 46,395 | $2,183 | 06/30/2019 |
WESCAP Management Group Inc. | 46,537 | $2,061 | 09/30/2019 |
DGS | 46,537 | $2,061 | 09/30/2019 |
Pinnacle Associates Ltd. | 46,151 | $2,044 | 09/30/2019 |
DGS | 46,151 | $2,044 | 09/30/2019 |
United Capital Financial Advisers LLC | 39,496 | $1,750 | 09/30/2019 |
DGS | 39,496 | $1,750 | 09/30/2019 |
Portland Global Advisors LLC | 38,239 | $1,694 | 09/30/2019 |
DGS | 38,239 | $1,694 | 09/30/2019 |
Smart Money Group LLC | 33,984 | $1,506 | 09/30/2019 |
DGS | 33,984 | $1,506 | 09/30/2019 |
Armor Investment Advisors LLC | 33,702 | $1,493 | 09/30/2019 |
DGS | 33,702 | $1,493 | 09/30/2019 |
Cetera Advisor Networks LLC | 33,386 | $1,481 | 09/30/2019 |
DGS | 33,386 | $1,481 | 09/30/2019 |
Colorado Capital Management Inc. | 31,746 | $1,406 | 09/30/2019 |
DGS | 31,746 | $1,406 | 09/30/2019 |
Covenant Asset Management LLC | 29,427 | $1,304 | 09/30/2019 |
DGS | 29,427 | $1,304 | 09/30/2019 |
Boston Family Office LLC | 28,708 | $1,272 | 09/30/2019 |
DGS | 28,708 | $1,272 | 09/30/2019 |
Evanson Asset Management LLC | 28,164 | $1,248 | 09/30/2019 |
DGS | 28,164 | $1,248 | 09/30/2019 |
Stifel Financial Corp | 26,568 | $1,181 | 09/30/2019 |
DGS | 26,568 | $1,181 | 09/30/2019 |
Bank of Nova Scotia | 26,209 | $1,161 | 09/30/2019 |
DGS | 26,209 | $1,161 | 09/30/2019 |
Covington Capital Management | 26,114 | $1,157 | 09/30/2019 |
DGS | 26,114 | $1,157 | 09/30/2019 |
Unison Advisors LLC | 25,114 | $1,113 | 09/30/2019 |
DGS | 25,114 | $1,113 | 09/30/2019 |
Albion Financial Group UT | 21,595 | $957 | 09/30/2019 |
DGS | 21,595 | $957 | 09/30/2019 |
HighTower Advisors LLC | 20,818 | $920 | 09/30/2019 |
DGS | 20,818 | $920 | 09/30/2019 |
JFS Wealth Advisors LLC | 20,381 | $903 | 09/30/2019 |
DGS | 20,381 | $903 | 09/30/2019 |
Brown Advisory Inc. | 19,144 | $848 | 09/30/2019 |
DGS | 19,144 | $848 | 09/30/2019 |
IFP Advisors Inc | 19,182 | $846 | 09/30/2019 |
DGS | 19,182 | $846 | 09/30/2019 |
Perigon Wealth Management LLC | 18,123 | $819 | 09/30/2019 |
DGS | 18,123 | $819 | 09/30/2019 |
DAVENPORT & Co LLC | 16,208 | $763 | 09/30/2019 |
DGS | 16,208 | $763 | 09/30/2019 |
BOKF NA | 16,952 | $751 | 09/30/2019 |
DGS | 16,952 | $751 | 09/30/2019 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 16,920 | $750 | 09/30/2019 |
DGS | 16,920 | $750 | 09/30/2019 |
Lincoln National Corp | 16,472 | $730 | 09/30/2019 |
DGS | 16,472 | $730 | 09/30/2019 |
RPG Investment Advisory LLC | 15,410 | $683 | 09/30/2019 |
DGS | 15,410 | $683 | 09/30/2019 |
Raymond James Financial Services Advisors Inc. | 15,393 | $682 | 09/30/2019 |
DGS | 15,393 | $682 | 09/30/2019 |
Bank OZK | 15,255 | $676 | 09/30/2019 |
DGS | 15,255 | $676 | 09/30/2019 |
Bronfman E.L. Rothschild L.P. | 14,995 | $664 | 09/30/2019 |
DGS | 14,995 | $664 | 09/30/2019 |
Johnson Investment Counsel Inc. | 14,741 | $653 | 09/30/2019 |
DGS | 14,741 | $653 | 09/30/2019 |
3D Asset Management Inc. | 14,498 | $642 | 09/30/2019 |
DGS | 14,498 | $642 | 09/30/2019 |
Chicago Partners Investment Group LLC | 13,879 | $636 | 09/30/2019 |
DGS | 13,879 | $636 | 09/30/2019 |
Coastline Trust Co | 14,100 | $625 | 09/30/2019 |
DGS | 14,100 | $625 | 09/30/2019 |
Cornerstone Capital Inc. | 13,000 | $576 | 09/30/2019 |
DGS | 13,000 | $576 | 09/30/2019 |
Lester Murray Antman dba SimplyRich | 13,063 | $576 | 09/30/2019 |
DGS | 13,063 | $576 | 09/30/2019 |
Mercer Global Advisors Inc. ADV | 12,788 | $566 | 09/30/2019 |
DGS | 12,788 | $566 | 09/30/2019 |
Patriot Financial Group Insurance Agency LLC | 12,122 | $537 | 09/30/2019 |
DGS | 12,122 | $537 | 09/30/2019 |
Surevest Inc. | 11,953 | $530 | 09/30/2019 |
DGS | 11,953 | $530 | 09/30/2019 |
Janney Montgomery Scott LLC | 11,860 | $525 | 09/30/2019 |
DGS | 11,860 | $525 | 09/30/2019 |
Proequities Inc. | 10,390 | $460 | 09/30/2019 |
DGS | 10,390 | $460 | 09/30/2019 |
New World Advisors LLC | 10,008 | $443 | 09/30/2019 |
DGS | 10,008 | $443 | 09/30/2019 |
Colony Group LLC | 9,858 | $437 | 09/30/2019 |
DGS | 9,858 | $437 | 09/30/2019 |
Winning Points Advisors LLC | 9,850 | $435 | 09/30/2019 |
DGS | 9,850 | $435 | 09/30/2019 |
Bank of New York Mellon Corp | 9,750 | $432 | 09/30/2019 |
DGS | 9,750 | $432 | 09/30/2019 |
Well Done LLC | 9,590 | $425 | 09/30/2019 |
DGS | 9,590 | $425 | 09/30/2019 |
Duncker Streett & Co. Inc. | 9,460 | $419 | 09/30/2019 |
DGS | 9,460 | $419 | 09/30/2019 |
Wedbush Securities Inc. | 9,091 | $403 | 09/30/2019 |
DGS | 9,091 | $403 | 09/30/2019 |
Intercontinental Wealth Advisors LLC | 8,971 | $397 | 09/30/2019 |
DGS | 8,971 | $397 | 09/30/2019 |
Clearwater Capital Advisors LLC | 8,499 | $377 | 09/30/2019 |
DGS | 8,499 | $377 | 09/30/2019 |
IFG Advisory LLC | 8,509 | $376 | 09/30/2019 |
DGS | 8,509 | $376 | 09/30/2019 |
Ironsides Asset Advisors LLC | 7,935 | $352 | 09/30/2019 |
DGS | 7,935 | $352 | 09/30/2019 |
First Republic Investment Management Inc. | 7,431 | $329 | 09/30/2019 |
DGS | 7,431 | $329 | 09/30/2019 |
WP Advisors LLC | 7,356 | $326 | 09/30/2019 |
DGS | 7,356 | $326 | 09/30/2019 |
Bell Rock Capital LLC | 7,223 | $319 | 09/30/2019 |
DGS | 7,223 | $319 | 09/30/2019 |
Baird Financial Group Inc. | 6,782 | $301 | 09/30/2019 |
DGS | 6,782 | $301 | 09/30/2019 |
Whittier Trust Co. of Nevada Inc. | 6,592 | $292 | 09/30/2019 |
DGS | 6,592 | $292 | 09/30/2019 |
Capital Management Corp VA | 6,390 | $283 | 09/30/2019 |
DGS | 6,390 | $283 | 09/30/2019 |
Blair William & Co. IL | 6,261 | $277 | 09/30/2019 |
DGS | 6,261 | $277 | 09/30/2019 |
Cable Hill Partners LLC | 6,185 | $274 | 09/30/2019 |
DGS | 6,185 | $274 | 09/30/2019 |
Arete Wealth Advisors LLC | 5,926 | $263 | 09/30/2019 |
DGS | 5,926 | $263 | 09/30/2019 |
Homrich & Berg | 5,907 | $262 | 09/30/2019 |
DGS | 5,907 | $262 | 09/30/2019 |
Psagot Investment House Ltd. | 5,893 | $261 | 09/30/2019 |
DGS | 5,893 | $261 | 09/30/2019 |
RFG Advisory LLC | 5,884 | $261 | 09/30/2019 |
DGS | 5,884 | $261 | 09/30/2019 |
Tranquility Partners LLC | 5,766 | $255 | 09/30/2019 |
DGS | 5,766 | $255 | 09/30/2019 |
JPMorgan Chase & Co. | 5,650 | $250 | 09/30/2019 |
DGS | 5,650 | $250 | 09/30/2019 |
FinTrust Capital Advisors LLC | 5,277 | $234 | 09/30/2019 |
DGS | 5,277 | $234 | 09/30/2019 |
Vista Investment Management | 5,032 | $223 | 09/30/2019 |
DGS | 5,032 | $223 | 09/30/2019 |
First Allied Advisory Services Inc. | 4,915 | $218 | 09/30/2019 |
DGS | 4,915 | $218 | 09/30/2019 |
NEXT Financial Group Inc | 4,909 | $217 | 09/30/2019 |
DGS | 4,909 | $217 | 09/30/2019 |
Western Wealth Management LLC | 4,831 | $217 | 09/30/2019 |
DGS | 4,831 | $217 | 09/30/2019 |
LVM Capital Management Ltd. MI | 4,750 | $210 | 09/30/2019 |
DGS | 4,750 | $210 | 09/30/2019 |
Private Advisor Group LLC | 4,687 | $208 | 09/30/2019 |
DGS | 4,687 | $208 | 09/30/2019 |
Wealthstreet Investment Advisors LLC | 4,454 | $204 | 09/30/2019 |
DGS | 4,454 | $204 | 09/30/2019 |
Bank of The West | 4,571 | $202 | 09/30/2019 |
DGS | 4,571 | $202 | 09/30/2019 |
Nwam LLC | 4,545 | $201 | 09/30/2019 |
DGS | 4,545 | $201 | 09/30/2019 |
Buckingham Asset Management LLC | 4,523 | $200 | 09/30/2019 |
DGS | 4,523 | $200 | 09/30/2019 |
Asset Dedication LLC | 2,832 | $126 | 09/30/2019 |
DGS | 2,832 | $126 | 09/30/2019 |
Captrust Financial Advisors | 2,848 | $126 | 09/30/2019 |
DGS | 2,848 | $126 | 09/30/2019 |
Rehmann Capital Advisory Group | 2,312 | $109 | 06/30/2019 |
DGS | 2,312 | $109 | 06/30/2019 |
Millburn Ridgefield Corp | 2,076 | $92 | 09/30/2019 |
DGS | 2,076 | $92 | 09/30/2019 |
AlphaMark Advisors LLC | 1,605 | $71 | 09/30/2019 |
DGS | 1,605 | $71 | 09/30/2019 |
Bartlett & Co. LLC | 1,434 | $64 | 09/30/2019 |
DGS | 1,434 | $64 | 09/30/2019 |
Howe & Rusling Inc. | 1,328 | $59 | 09/30/2019 |
DGS | 1,328 | $59 | 09/30/2019 |
US Bancorp DE | 1,254 | $55 | 09/30/2019 |
DGS | 1,254 | $55 | 09/30/2019 |
Usca Ria LLC | 1,150 | $51 | 09/30/2019 |
DGS | 1,150 | $51 | 09/30/2019 |
FMR LLC | 1,145 | $50 | 09/30/2019 |
DGS | 1,145 | $50 | 09/30/2019 |
Steward Partners Investment Advisory LLC | 1,054 | $46 | 09/30/2019 |
DGS | 1,054 | $46 | 09/30/2019 |
Webster Bank N. A. | 990 | $44 | 09/30/2019 |
DGS | 990 | $44 | 09/30/2019 |
Barrett Asset Management LLC | 900 | $40 | 09/30/2019 |
DGS | 900 | $40 | 09/30/2019 |
PNC Financial Services Group Inc. | 800 | $36 | 09/30/2019 |
DGS | 800 | $36 | 09/30/2019 |
CWM LLC | 791 | $35 | 09/30/2019 |
DGS | 791 | $35 | 09/30/2019 |
Mycio Wealth Partners LLC | 700 | $31 | 09/30/2019 |
DGS | 700 | $31 | 09/30/2019 |
Capital Analysts LLC | 711 | $31 | 09/30/2019 |
DGS | 711 | $31 | 09/30/2019 |
Princeton Global Asset Management LLC | 579 | $26 | 09/30/2019 |
DGS | 579 | $26 | 09/30/2019 |
Flagship Harbor Advisors LLC | 569 | $25 | 09/30/2019 |
DGS | 569 | $25 | 09/30/2019 |
Aspire Private Capital LLC | 472 | $21 | 09/30/2019 |
DGS | 472 | $21 | 09/30/2019 |
Benjamin F. Edwards & Company Inc. | 460 | $20 | 09/30/2019 |
DGS | 460 | $20 | 09/30/2019 |
Creative Financial Designs Inc. ADV | 405 | $18 | 09/30/2019 |
DGS | 405 | $18 | 09/30/2019 |
Barnett & Company Inc. | 378 | $17 | 09/30/2019 |
DGS | 378 | $17 | 09/30/2019 |
Wealthcare Advisory Partners LLC | 358 | $16 | 09/30/2019 |
DGS | 358 | $16 | 09/30/2019 |
Taylor Hoffman Wealth Management | 356 | $16 | 09/30/2019 |
DGS | 356 | $16 | 09/30/2019 |
Simplex Trading LLC | 304 | $13 | 09/30/2019 |
DGS | 304 | $13 | 09/30/2019 |
Citigroup Inc. | 271 | $12 | 09/30/2019 |
DGS | 271 | $12 | 09/30/2019 |
AdvisorNet Financial Inc | 272 | $12 | 09/30/2019 |
DGS | 272 | $12 | 09/30/2019 |
Winslow Evans & Crocker Inc. | 246 | $12 | 09/30/2019 |
DGS | 246 | $12 | 09/30/2019 |
QS Investors LLC | 244 | $11 | 09/30/2019 |
DGS | 244 | $11 | 09/30/2019 |
Lake Point Wealth Management | 237 | $11 | 06/30/2019 |
DGS | 237 | $11 | 06/30/2019 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 225 | $10 | 09/30/2019 |
DGS | 225 | $10 | 09/30/2019 |
Bedel Financial Consulting Inc. | 129 | $6 | 09/30/2019 |
DGS | 129 | $6 | 09/30/2019 |
FTB Advisors Inc. | 100 | $4 | 09/30/2019 |
DGS | 100 | $4 | 09/30/2019 |
Cordasco Financial Network | 73 | $3 | 09/30/2019 |
DGS | 73 | $3 | 09/30/2019 |
Synovus Financial Corp | 37 | $2 | 09/30/2019 |
DGS | 37 | $2 | 09/30/2019 |
Parallel Advisors LLC | 21 | $1 | 09/30/2019 |
DGS | 21 | $1 | 09/30/2019 |
Emerald Investment Partners LLC | 15 | $1 | 09/30/2019 |
DGS | 15 | $1 | 09/30/2019 |
Northwestern Mutual Wealth Management Co. | 5 | $0 | 09/30/2019 |
DGS | 5 | $0 | 09/30/2019 |
Hudock Capital Group LLC | 11 | $0 | 09/30/2019 |
DGS | 11 | $0 | 09/30/2019 |
Financial Gravity Wealth Inc. | 5 | $0 | 09/30/2019 |
DGS | 5 | $0 | 09/30/2019 |
Susquehanna International Group LLP | 5,100 | $-137 | 09/30/2019 |
Put | 8,200 | $363 | 09/30/2019 |
Call | 5,100 | $226 | 09/30/2019 |