HoldingsChannel.com
Funds Holding QUAL
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN12,910,368$1,046,256 03/31/2020
     QUAL12,910,368$1,046,256 03/31/2020
Envestnet Asset Management Inc.12,259,219$993,498 03/31/2020
     QUAL12,259,219$993,498 03/31/2020
Bank of America Corp DE10,103,722$818,806 03/31/2020
     QUAL10,103,722$818,806 03/31/2020
LPL Financial LLC9,853,552$798,532 03/31/2020
     QUAL9,853,552$798,532 03/31/2020
FMR LLC8,543,248$692,345 03/31/2020
     QUAL8,543,248$692,345 03/31/2020
BlackRock Inc.8,022,480$650,142 03/31/2020
     QUAL8,022,480$650,142 03/31/2020
Ameriprise Financial Inc.4,813,607$392,968 03/31/2020
     QUAL4,813,607$392,968 03/31/2020
Morgan Stanley4,122,586$334,095 03/31/2020
     QUAL4,122,586$334,095 03/31/2020
PNC Financial Services Group Inc.3,943,884$319,612 03/31/2020
     QUAL3,943,884$319,612 03/31/2020
UBS Group AG3,784,471$306,693 03/31/2020
     QUAL3,784,471$306,693 03/31/2020
Keybank National Association OH3,734,632$302,655 03/31/2020
     QUAL3,734,632$302,655 03/31/2020
CWM LLC3,267,030$264,760 03/31/2020
     QUAL3,267,030$264,760 03/31/2020
M&T Bank Corp2,939,207$238,172 03/31/2020
     QUAL2,939,207$238,172 03/31/2020
Richard Bernstein Advisors LLC2,419,530$196,078 03/31/2020
     QUAL2,419,530$196,078 03/31/2020
Jordan Park Group LLC2,290,204$185,598 03/31/2020
     QUAL2,290,204$185,598 03/31/2020
Allworth Financial LP2,194,885$177,873 03/31/2020
     QUAL2,194,885$177,873 03/31/2020
Advisor Group Inc.1,571,085$158,742 12/31/2019
     QUAL1,571,085$158,742 12/31/2019
Royal Bank of Canada1,660,240$134,546 03/31/2020
     QUAL1,660,240$134,546 03/31/2020
Mercer Global Advisors Inc. ADV1,648,406$133,587 03/31/2020
     QUAL1,648,406$133,587 03/31/2020
Advisor Group Holdings Inc.4,461,631$129,519 03/31/2020
     QUAL4,461,631$129,519 03/31/2020
Victory Capital Management Inc.1,329,016$107,703 03/31/2020
     QUAL1,329,016$107,703 03/31/2020
Connecticut Wealth Management LLC1,222,247$99,051 03/31/2020
     QUAL1,222,247$99,051 03/31/2020
Ladenburg Thalmann Financial Services Inc.966,518$96,405 12/31/2019
     QUAL966,518$96,405 12/31/2019
Wharton Business Group LLC1,121,990$90,926 03/31/2020
     QUAL1,121,990$90,926 03/31/2020
ARGI Investment Services LLC1,096,122$88,830 03/31/2020
     QUAL1,096,122$88,830 03/31/2020
Park Avenue Securities LLC1,067,647$86,522 03/31/2020
     QUAL1,067,647$86,522 03/31/2020
Janney Montgomery Scott LLC1,020,063$82,666 03/31/2020
     QUAL1,020,063$82,666 03/31/2020
Horizon Investments LLC946,000$76,664 03/31/2020
     QUAL946,000$76,664 03/31/2020
Integrated Wealth Concepts LLC918,296$74,419 03/31/2020
     QUAL918,296$74,419 03/31/2020
United Services Automobile Association896,268$72,588 03/31/2020
     QUAL896,268$72,588 03/31/2020
Trilogy Capital Inc.757,232$68,098 03/31/2020
     QUAL757,232$68,098 03/31/2020
Bank of New York Mellon Corp818,816$66,357 03/31/2020
     QUAL818,816$66,357 03/31/2020
MML Investors Services LLC808,967$65,559 03/31/2020
     QUAL808,967$65,559 03/31/2020
Commonwealth Equity Services LLC763,291$61,857 03/31/2020
     QUAL763,291$61,857 03/31/2020
Thrivent Financial for Lutherans691,131$56,008 03/31/2020
     QUAL691,131$56,008 03/31/2020
Fifth Third Bancorp680,993$55,188 03/31/2020
     QUAL680,993$55,188 03/31/2020
Tanglewood Wealth Management Inc.637,370$51,652 03/31/2020
     QUAL637,370$51,652 03/31/2020
Raymond James & Associates627,102$50,821 03/31/2020
     QUAL627,102$50,821 03/31/2020
Raymond James Financial Services Advisors Inc.621,389$50,358 03/31/2020
     QUAL621,389$50,358 03/31/2020
Covenant Multifamily Offices LLC584,904$47,401 03/31/2020
     QUAL584,904$47,401 03/31/2020
US Bancorp DE546,622$44,298 03/31/2020
     QUAL546,622$44,298 03/31/2020
PFS Investments Inc.538,722$43,658 03/31/2020
     QUAL538,722$43,658 03/31/2020
BOK Financial Private Wealth Inc.531,675$43,087 03/31/2020
     QUAL531,675$43,087 03/31/2020
ETRADE Capital Management LLC469,707$38,065 03/31/2020
     QUAL469,707$38,065 03/31/2020
STA Wealth Management LLC466,354$37,793 03/31/2020
     QUAL466,354$37,793 03/31/2020
Diversified Trust Co462,962$37,518 03/31/2020
     QUAL462,962$37,518 03/31/2020
Parallel Advisors LLC446,232$36,162 03/31/2020
     QUAL446,232$36,162 03/31/2020
Waddell & Associates LLC445,610$36,112 03/31/2020
     QUAL445,610$36,112 03/31/2020
Sage Advisory Services Ltd.Co.441,736$35,776 03/31/2020
     QUAL441,736$35,776 03/31/2020
Mandatum Life Insurance Co Ltd432,137$35,020 03/31/2020
     QUAL432,137$35,020 03/31/2020
Stewardship Financial Advisors LLC424,795$34,425 03/31/2020
     QUAL424,795$34,425 03/31/2020
Wealthsource Partners LLC408,252$33,085 03/31/2020
     QUAL408,252$33,085 03/31/2020
AJ Wealth Strategies LLC388,345$31,471 03/31/2020
     QUAL388,345$31,471 03/31/2020
Well Done LLC381,905$30,950 03/31/2020
     QUAL381,905$30,950 03/31/2020
D.A. Davidson & CO.381,360$30,906 03/31/2020
     QUAL381,360$30,906 03/31/2020
Epstein & White Financial LLC374,776$30,352 03/31/2020
     QUAL374,776$30,352 03/31/2020
Capital Investment Advisory Services LLC366,342$29,688 03/31/2020
     QUAL366,342$29,688 03/31/2020
Center for Financial Planning Inc.359,368$29,123 03/31/2020
     QUAL359,368$29,123 03/31/2020
Synovus Financial Corp349,774$28,340 03/31/2020
     QUAL349,774$28,340 03/31/2020
Northwestern Mutual Wealth Management Co.345,000$27,958 03/31/2020
     QUAL345,000$27,958 03/31/2020
Barings LLC342,110$27,725 03/31/2020
     QUAL342,110$27,725 03/31/2020
JPMorgan Chase & Co.339,280$27,495 03/31/2020
     QUAL339,280$27,495 03/31/2020
Ackerman Capital Advisors LLC265,662$26,832 12/31/2019
     QUAL265,662$26,832 12/31/2019
Johnson Investment Counsel Inc.329,018$26,664 03/31/2020
     QUAL329,018$26,664 03/31/2020
Palladium Partners LLC296,644$24,041 03/31/2020
     QUAL296,644$24,041 03/31/2020
Quantitative Advantage LLC293,675$23,799 03/31/2020
     QUAL293,675$23,799 03/31/2020
W.E. Donoghue & Co. LLC291,997$23,663 03/31/2020
     QUAL291,997$23,663 03/31/2020
SNS Financial Group LLC286,336$23,205 03/31/2020
     QUAL286,336$23,205 03/31/2020
Cambridge Investment Research Advisors Inc.277,265$22,470 03/31/2020
     QUAL277,265$22,470 03/31/2020
Private Advisor Group LLC271,917$22,037 03/31/2020
     QUAL271,917$22,037 03/31/2020
FDx Advisors Inc.249,325$20,205 03/31/2020
     QUAL249,325$20,205 03/31/2020
Baker Avenue Asset Management LP241,033$19,533 03/31/2020
     QUAL241,033$19,533 03/31/2020
Pinnacle Associates Ltd.238,784$19,351 03/31/2020
     QUAL238,784$19,351 03/31/2020
HighTower Advisors LLC238,024$19,261 03/31/2020
     QUAL238,024$19,261 03/31/2020
Ameritas Investment Company LLC240,140$18,795 03/31/2020
     QUAL240,140$18,795 03/31/2020
Sanchez Wealth Management Group231,457$18,757 03/31/2020
     QUAL231,457$18,757 03/31/2020
Proequities Inc.227,383$18,427 03/31/2020
     QUAL227,383$18,427 03/31/2020
TD Capital Management LLC221,907$17,983 03/31/2020
     QUAL221,907$17,983 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC221,788$17,974 03/31/2020
     QUAL221,788$17,974 03/31/2020
Foster Dykema Cabot & Co. Inc. MA220,683$17,884 03/31/2020
     QUAL220,683$17,884 03/31/2020
Steward Partners Investment Advisory LLC219,303$17,772 03/31/2020
     QUAL219,303$17,772 03/31/2020
Sumitomo Mitsui Trust Holdings Inc.217,500$17,626 03/31/2020
     QUAL217,500$17,626 03/31/2020
Pennsylvania Trust Co216,226$17,523 03/31/2020
     QUAL216,226$17,523 03/31/2020
MA Private Wealth214,376$17,373 03/31/2020
     QUAL214,376$17,373 03/31/2020
Frontier Investment Mgmt Co.209,363$16,967 03/31/2020
     QUAL209,363$16,967 03/31/2020
CLS Investments LLC205,768$16,675 03/31/2020
     QUAL205,768$16,675 03/31/2020
PFM Asset Management LLC $16,524 03/31/2020
     Call203,902$16,524 03/31/2020
Blue Sky Asset Management LLC196,526$15,926 03/31/2020
     QUAL196,526$15,926 03/31/2020
Kathmere Capital Management LLC188,388$15,267 03/31/2020
     QUAL188,388$15,267 03/31/2020
Bank of Montreal Can190,743$15,163 03/31/2020
     QUAL190,743$15,163 03/31/2020
First Financial Bank Trust Division186,207$15,091 03/31/2020
     QUAL186,207$15,091 03/31/2020
Hershey Trust Co.181,090$14,676 03/31/2020
     QUAL181,090$14,676 03/31/2020
Shepherd Financial Partners LLC171,208$13,873 03/31/2020
     QUAL171,208$13,873 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management170,079$13,783 03/31/2020
     QUAL170,079$13,783 03/31/2020
ERn Financial LLC165,530$13,415 03/31/2020
     QUAL165,530$13,415 03/31/2020
Daido Life Insurance Co.164,150$13,303 03/31/2020
     QUAL164,150$13,303 03/31/2020
Garrett Wealth Advisory Group LLC162,424$13,169 03/31/2020
     QUAL162,424$13,169 03/31/2020
20 20 Capital Management Inc.142,665$12,910 03/31/2020
     QUAL142,665$12,910 03/31/2020
First Republic Investment Management Inc.159,249$12,906 03/31/2020
     QUAL159,249$12,906 03/31/2020
Shine Investment Advisory Services Inc.156,512$12,684 03/31/2020
     QUAL156,512$12,684 03/31/2020
Cooper Financial Group152,827$12,385 03/31/2020
     QUAL152,827$12,385 03/31/2020
Gibraltar Capital Management Inc.150,129$12,166 03/31/2020
     QUAL150,129$12,166 03/31/2020
Stonehearth Capital Management LLC149,913$12,149 03/31/2020
     QUAL149,913$12,149 03/31/2020
Orgel Wealth Management LLC147,148$11,925 03/31/2020
     QUAL147,148$11,925 03/31/2020
Richard P Slaughter Associates Inc142,902$11,581 03/31/2020
     QUAL142,902$11,581 03/31/2020
Equitable Holdings Inc.142,216$11,525 03/31/2020
     QUAL142,216$11,525 03/31/2020
Berman Capital Advisors LLC140,188$11,360 03/31/2020
     QUAL140,188$11,360 03/31/2020
GWM Advisors LLC139,641$11,316 03/31/2020
     QUAL139,641$11,316 03/31/2020
Tillar Wenstrup Advisors LLC139,194$11,280 03/31/2020
     QUAL139,194$11,280 03/31/2020
Argent Wealth Management LLC132,279$11,045 03/31/2020
     QUAL132,279$11,045 03/31/2020
One Charles Private Wealth Services LLC136,146$11,033 03/31/2020
     QUAL136,146$11,033 03/31/2020
Capital One National Association109,145$11,024 12/31/2019
     QUAL109,145$11,024 12/31/2019
MBE Wealth Management LLC127,658$10,345 03/31/2020
     QUAL127,658$10,345 03/31/2020
Insight Wealth Strategies LLC125,688$10,186 03/31/2020
     QUAL125,688$10,186 03/31/2020
Almanack Investment Partners LLC.124,382$10,080 03/31/2020
     QUAL124,382$10,080 03/31/2020
Armbruster Capital Management Inc.124,205$10,066 03/31/2020
     QUAL124,205$10,066 03/31/2020
Mid Atlantic Financial Management Inc. ADV122,244$9,907 03/31/2020
     QUAL122,244$9,907 03/31/2020
Capital One Financial Corp116,055$9,405 03/31/2020
     QUAL116,055$9,405 03/31/2020
Day & Ennis LLC115,837$9,387 03/31/2020
     QUAL115,837$9,387 03/31/2020
Tobias Financial Advisors Inc.113,667$9,212 03/31/2020
     QUAL113,667$9,212 03/31/2020
Mountain Capital Investment Advisors Inc102,355$8,950 03/31/2020
     QUAL102,355$8,950 03/31/2020
Avantax Advisory Services Inc.109,322$8,855 03/31/2020
     QUAL109,322$8,855 03/31/2020
Atria Investments LLC106,850$8,659 03/31/2020
     QUAL106,850$8,659 03/31/2020
BDO Wealth Advisors LLC106,710$8,648 03/31/2020
     QUAL106,710$8,648 03/31/2020
Roosevelt Investment Group Inc.104,182$8,443 03/31/2020
     QUAL104,182$8,443 03/31/2020
Weaver Consulting Group102,103$8,274 03/31/2020
     QUAL102,103$8,274 03/31/2020
Boston Private Wealth LLC101,985$8,265 03/31/2020
     QUAL101,985$8,265 03/31/2020
Pettinga Financial Advisors LLC101,608$8,234 03/31/2020
     QUAL101,608$8,234 03/31/2020
Steel Peak Wealth Management LLC101,413$8,219 03/31/2020
     QUAL101,413$8,219 03/31/2020
Icon Wealth Partners LLC98,691$7,998 03/31/2020
     QUAL98,691$7,998 03/31/2020
Bainco International Investors97,615$7,911 03/31/2020
     QUAL97,615$7,911 03/31/2020
Baird Financial Group Inc.96,501$7,820 03/31/2020
     QUAL96,501$7,820 03/31/2020
Trinity Wealth Management LLC96,270$7,802 03/31/2020
     QUAL96,270$7,802 03/31/2020
HawsGoodwin Investment Management LLC96,156$7,792 03/31/2020
     QUAL96,156$7,792 03/31/2020
Client 1ST Advisory Group LLC96,093$7,787 03/31/2020
     QUAL96,093$7,787 03/31/2020
Nuveen Asset Management LLC96,000$7,780 03/31/2020
     QUAL96,000$7,780 03/31/2020
Planning Directions Inc.94,750$7,679 03/31/2020
     QUAL94,750$7,679 03/31/2020
Smart Money Group LLC94,519$7,659 03/31/2020
     QUAL94,519$7,659 03/31/2020
Prudential PLC93,161$7,549 03/31/2020
     QUAL93,161$7,549 03/31/2020
AdvisorNet Financial Inc91,283$7,398 03/31/2020
     QUAL91,283$7,398 03/31/2020
Syntal Capital Partners LLC89,664$7,266 03/31/2020
     QUAL89,664$7,266 03/31/2020
Lincoln Capital Corp89,479$7,251 03/31/2020
     QUAL89,479$7,251 03/31/2020
First Allied Advisory Services Inc.88,301$7,156 03/31/2020
     QUAL88,301$7,156 03/31/2020
Van Hulzen Asset Management LLC88,184$7,146 03/31/2020
     QUAL88,184$7,146 03/31/2020
Brookstone Capital Management87,985$7,130 03/31/2020
     QUAL87,985$7,130 03/31/2020
Summit X LLC87,808$7,125 03/31/2020
     QUAL87,808$7,125 03/31/2020
Stifel Financial Corp87,264$7,069 03/31/2020
     QUAL87,264$7,069 03/31/2020
LS Investment Advisors LLC86,975$7,048 03/31/2020
     QUAL86,975$7,048 03/31/2020
Inscription Capital LLC84,952$6,884 03/31/2020
     QUAL84,952$6,884 03/31/2020
AE Wealth Management LLC84,785$6,871 03/31/2020
     QUAL84,785$6,871 03/31/2020
Stone House Investment Management LLC80,989$6,563 03/31/2020
     QUAL80,989$6,563 03/31/2020
RVW Wealth LLC80,117$6,493 03/31/2020
     QUAL80,117$6,493 03/31/2020
Comerica Securities Inc.78,769$6,383 03/31/2020
     QUAL78,769$6,383 03/31/2020
Truist Financial Corp78,514$6,363 03/31/2020
     QUAL78,514$6,363 03/31/2020
National Asset Management Inc.78,226$6,340 03/31/2020
     QUAL78,226$6,340 03/31/2020
Pinnacle Wealth Management Advisory Group LLC77,230$6,259 03/31/2020
     QUAL77,230$6,259 03/31/2020
Lantz Financial LLC74,841$6,065 03/31/2020
     QUAL74,841$6,065 03/31/2020
Sharkey Howes & Javer74,215$6,014 03/31/2020
     QUAL74,215$6,014 03/31/2020
Stratos Wealth Partners LTD.73,592$5,964 03/31/2020
     QUAL73,592$5,964 03/31/2020
Goldman Sachs Group Inc.71,222$5,772 03/31/2020
     QUAL71,222$5,772 03/31/2020
Centaurus Financial Inc.70,691$5,729 03/31/2020
     QUAL70,691$5,729 03/31/2020
Wintrust Investments LLC69,903$5,665 03/31/2020
     QUAL69,903$5,665 03/31/2020
Capital Advisors Ltd. LLC69,503$5,632 03/31/2020
     QUAL69,503$5,632 03/31/2020
Meridian Wealth Partners LLC67,294$5,454 03/31/2020
     QUAL67,294$5,454 03/31/2020
Captrust Financial Advisors69,803$5,421 03/31/2020
     QUAL69,803$5,421 03/31/2020
Global Retirement Partners LLC66,374$5,379 03/31/2020
     QUAL66,374$5,379 03/31/2020
Spectrum Management Group LLC65,919$5,342 03/31/2020
     QUAL65,919$5,342 03/31/2020
GW Henssler & Associates Ltd.65,650$5,320 03/31/2020
     QUAL65,650$5,320 03/31/2020
Alaska Permanent Capital Management65,278$5,290 03/31/2020
     QUAL65,278$5,290 03/31/2020
Cetera Advisor Networks LLC64,309$5,212 03/31/2020
     QUAL64,309$5,212 03/31/2020
ARQ Wealth Advisors LLC64,242$5,206 03/31/2020
     QUAL64,242$5,206 03/31/2020
IPG Investment Advisors LLC64,102$5,195 03/31/2020
     QUAL64,102$5,195 03/31/2020
Founders Financial Securities LLC63,693$5,162 03/31/2020
     QUAL63,693$5,162 03/31/2020
Montecito Bank & Trust63,653$5,158 03/31/2020
     QUAL63,653$5,158 03/31/2020
1832 Asset Management L.P.80,890$4,740 03/31/2020
     QUAL80,890$4,740 03/31/2020
Dakota Wealth Management57,610$4,669 03/31/2020
     QUAL57,610$4,669 03/31/2020
RFG Advisory LLC57,477$4,658 03/31/2020
     QUAL57,477$4,658 03/31/2020
Strategic Blueprint LLC57,331$4,646 03/31/2020
     QUAL57,331$4,646 03/31/2020
Sawtooth Solutions LLC54,181$4,390 03/31/2020
     QUAL54,181$4,390 03/31/2020
Vivid Financial Management Inc.54,106$4,385 03/31/2020
     QUAL54,106$4,385 03/31/2020
Cypress Wealth Services LLC53,686$4,351 03/31/2020
     QUAL53,686$4,351 03/31/2020
Leicht Financial Planning & Wealth Management Inc.52,719$4,290 03/31/2020
     QUAL52,719$4,290 03/31/2020
Institute for Wealth Management LLC.52,920$4,289 03/31/2020
     QUAL52,920$4,289 03/31/2020
Outlook Wealth Advisors LLC52,633$4,265 03/31/2020
     QUAL52,633$4,265 03/31/2020
Apexium Financial LP52,445$4,250 03/31/2020
     QUAL52,445$4,250 03/31/2020
Bridges Investment Management Inc.51,852$4,202 03/31/2020
     QUAL51,852$4,202 03/31/2020
Astoria Strategic Wealth Inc.50,733$4,111 03/31/2020
     QUAL50,733$4,111 03/31/2020
Venturi Wealth Management LLC50,574$4,099 03/31/2020
     QUAL50,574$4,099 03/31/2020
Mattern Wealth Management LLC49,349$3,999 03/31/2020
     QUAL49,349$3,999 03/31/2020
Colton Groome Financial Advisors LLC49,265$3,992 03/31/2020
     QUAL49,265$3,992 03/31/2020
Migdal Insurance & Financial Holdings Ltd.47,132$3,819 03/31/2020
     QUAL47,132$3,819 03/31/2020
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.46,320$3,754 03/31/2020
     QUAL46,320$3,754 03/31/2020
Bernardo Wealth Planning LLC46,307$3,752 03/31/2020
     QUAL46,307$3,752 03/31/2020
Fortis Advisors LLC45,763$3,709 03/31/2020
     QUAL45,763$3,709 03/31/2020
Concorde Asset Management LLC44,826$3,632 03/31/2020
     QUAL44,826$3,632 03/31/2020
Wade Financial Advisory Inc44,374$3,596 03/31/2020
     QUAL44,374$3,596 03/31/2020
Hilltop Holdings Inc.44,304$3,590 03/31/2020
     QUAL44,304$3,590 03/31/2020
APCM Wealth Management for Individuals44,139$3,577 03/31/2020
     QUAL44,139$3,577 03/31/2020
LVW Advisors LLC43,500$3,525 03/31/2020
     QUAL43,500$3,525 03/31/2020
Ayalon Holdings Ltd.45,180$3,509 03/31/2020
     QUAL45,180$3,509 03/31/2020
Ferris Capital LLC42,572$3,450 03/31/2020
     QUAL42,572$3,450 03/31/2020
Resources Investment Advisors LLC.42,474$3,442 03/31/2020
     QUAL42,474$3,442 03/31/2020
Royal Harbor Partners LLC42,395$3,436 03/31/2020
     QUAL42,395$3,436 03/31/2020
Vicus Capital42,137$3,415 03/31/2020
     QUAL42,137$3,415 03/31/2020
Sowell Financial Services LLC41,923$3,397 03/31/2020
     QUAL41,923$3,397 03/31/2020
Madison Asset Management LLC40,697$3,298 03/31/2020
     QUAL40,697$3,298 03/31/2020
Ledyard National Bank39,520$3,203 03/31/2020
     QUAL39,520$3,203 03/31/2020
Stephens Inc. AR39,385$3,192 03/31/2020
     QUAL39,385$3,192 03/31/2020
Symmetry Partners LLC37,228$3,017 03/31/2020
     QUAL37,228$3,017 03/31/2020
LifePlan Financial Group Inc37,004$2,999 03/31/2020
     QUAL37,004$2,999 03/31/2020
Buckingham Capital Management Inc.36,748$2,978 03/31/2020
     QUAL36,748$2,978 03/31/2020
Windsor Group LTD36,553$2,962 03/31/2020
     QUAL36,553$2,962 03/31/2020
Woodmont Investment Counsel LLC35,772$2,899 03/31/2020
     QUAL35,772$2,899 03/31/2020
Barber Financial Group Inc.34,561$2,801 03/31/2020
     QUAL34,561$2,801 03/31/2020
Rowland Carmichael Advisors Inc. ADV34,295$2,779 03/31/2020
     QUAL34,295$2,779 03/31/2020
Wall Capital Group Inc.32,423$2,628 03/31/2020
     QUAL32,423$2,628 03/31/2020
Liberty Wealth Management LLC31,827$2,592 03/31/2020
     QUAL31,827$2,592 03/31/2020
M Holdings Securities Inc.31,909$2,586 03/31/2020
     QUAL31,909$2,586 03/31/2020
Emerald Investment Partners LLC31,662$2,566 03/31/2020
     QUAL31,662$2,566 03/31/2020
Cascadia Advisory Services LLC24,988$2,524 12/31/2019
     QUAL24,988$2,524 12/31/2019
Tarbox Family Office Inc.30,651$2,484 03/31/2020
     QUAL30,651$2,484 03/31/2020
Cornerstone Wealth Management LLC30,612$2,481 03/31/2020
     QUAL30,612$2,481 03/31/2020
SG Americas Securities LLC29,911$2,424 03/31/2020
     QUAL29,911$2,424 03/31/2020
Advisory Services Network LLC29,768$2,413 03/31/2020
     QUAL29,768$2,413 03/31/2020
StrongBox Wealth LLC29,696$2,407 03/31/2020
     QUAL29,696$2,407 03/31/2020
Ford Financial Group LLC29,530$2,393 03/31/2020
     QUAL29,530$2,393 03/31/2020
Level Four Advisory Services LLC29,244$2,369 03/31/2020
     QUAL29,244$2,369 03/31/2020
Financial Advocates Investment Management28,600$2,318 03/31/2020
     QUAL28,600$2,318 03/31/2020
Mutual Advisors LLC28,419$2,303 03/31/2020
     QUAL28,419$2,303 03/31/2020
Citigroup Inc.28,257$2,290 03/31/2020
     QUAL28,257$2,290 03/31/2020
United Bank28,132$2,280 03/31/2020
     QUAL28,132$2,280 03/31/2020
BCJ Capital Management LLC27,913$2,262 03/31/2020
     QUAL27,913$2,262 03/31/2020
Wesbanco Bank Inc.27,731$2,247 03/31/2020
     QUAL27,731$2,247 03/31/2020
Paradigm Financial Partners LLC25,939$2,245 03/31/2020
     QUAL25,939$2,245 03/31/2020
TCG Advisors LP27,613$2,238 03/31/2020
     QUAL27,613$2,238 03/31/2020
Prestige Wealth Management Group LLC27,271$2,210 03/31/2020
     QUAL27,271$2,210 03/31/2020
Cetera Advisors LLC27,157$2,201 03/31/2020
     QUAL27,157$2,201 03/31/2020
PFG Private Wealth Management LLC27,097$2,196 03/31/2020
     QUAL27,097$2,196 03/31/2020
Strategic Wealth Advisors Group LLC27,704$2,186 03/31/2020
     QUAL27,704$2,186 03/31/2020
Western Wealth Management LLC26,871$2,176 03/31/2020
     QUAL26,871$2,176 03/31/2020
Keystone Financial Group26,784$2,171 03/31/2020
     QUAL26,784$2,171 03/31/2020
First Horizon Advisors Inc.26,601$2,155 03/31/2020
     QUAL26,601$2,155 03/31/2020
Carroll Financial Associates Inc.26,374$2,137 03/31/2020
     QUAL26,374$2,137 03/31/2020
Arden Trust Co26,091$2,114 03/31/2020
     QUAL26,091$2,114 03/31/2020
Smith Capital Management Inc. AR ADV26,056$2,112 03/31/2020
     QUAL26,056$2,112 03/31/2020
Vista Investment Management25,928$2,101 03/31/2020
     QUAL25,928$2,101 03/31/2020
Merit Financial Group LLC25,818$2,092 03/31/2020
     QUAL25,818$2,092 03/31/2020
Karpus Management Inc.25,641$2,078 03/31/2020
     QUAL25,641$2,078 03/31/2020
Cornerstone Wealth Group LLC25,626$2,077 03/31/2020
     QUAL25,626$2,077 03/31/2020
First Trust Advisors LP25,311$2,051 03/31/2020
     QUAL25,311$2,051 03/31/2020
IHT Wealth Management LLC24,688$2,001 03/31/2020
     QUAL24,688$2,001 03/31/2020
Flagship Harbor Advisors LLC24,521$1,987 03/31/2020
     QUAL24,521$1,987 03/31/2020
PFG Advisors22,039$1,934 03/31/2020
     QUAL22,039$1,934 03/31/2020
Mattern Capital Management LLC23,579$1,911 03/31/2020
     QUAL23,579$1,911 03/31/2020
Formidable Asset Management LLC18,766$1,908 12/31/2019
     QUAL18,766$1,908 12/31/2019
First Midwest Bank Trust Division23,184$1,879 03/31/2020
     QUAL23,184$1,879 03/31/2020
Macroview Investment Management LLC22,964$1,861 03/31/2020
     QUAL22,964$1,861 03/31/2020
Copperleaf Capital LLC22,956$1,860 03/31/2020
     QUAL22,956$1,860 03/31/2020
Bay Harbor Wealth Management LLC22,688$1,839 03/31/2020
     QUAL22,688$1,839 03/31/2020
Actinver Wealth Management Inc.22,393$1,815 03/31/2020
     QUAL22,393$1,815 03/31/2020
SlateStone Wealth LLC22,298$1,807 03/31/2020
     QUAL22,298$1,807 03/31/2020
Abundance Wealth Counselors22,186$1,798 03/31/2020
     QUAL22,186$1,798 03/31/2020
Geneva Partners LLC21,459$1,739 03/31/2020
     QUAL21,459$1,739 03/31/2020
Gladstone Institutional Advisory LLC20,698$1,677 03/31/2020
     QUAL20,698$1,677 03/31/2020
Howard Financial Services LTD.20,488$1,660 03/31/2020
     QUAL20,488$1,660 03/31/2020
Sugarloaf Wealth Management LLC20,340$1,648 03/31/2020
     QUAL20,340$1,648 03/31/2020
Sigma Planning Corp20,240$1,640 03/31/2020
     QUAL20,240$1,640 03/31/2020
Polaris Greystone Financial Group LLC19,433$1,575 03/31/2020
     QUAL19,433$1,575 03/31/2020
Jackson Wealth Management LLC16,770$1,550 03/31/2020
     QUAL16,770$1,550 03/31/2020
TRUE Private Wealth Advisors19,103$1,548 03/31/2020
     QUAL19,103$1,548 03/31/2020
Great Valley Advisor Group Inc.18,749$1,519 03/31/2020
     QUAL18,749$1,519 03/31/2020
Patton Albertson Miller Group LLC18,403$1,491 03/31/2020
     QUAL18,403$1,491 03/31/2020
Aveo Capital Partners LLC18,182$1,473 03/31/2020
     QUAL18,182$1,473 03/31/2020
Lionsbridge Wealth Management LLC18,133$1,469 03/31/2020
     QUAL18,133$1,469 03/31/2020
ACG Wealth14,489$1,463 12/31/2019
     QUAL14,489$1,463 12/31/2019
USAdvisors Wealth Management LLC18,031$1,461 03/31/2020
     QUAL18,031$1,461 03/31/2020
Orion Portfolio Solutions LLC17,859$1,447 03/31/2020
     QUAL17,859$1,447 03/31/2020
Austin Private Wealth LLC17,307$1,403 03/31/2020
     QUAL17,307$1,403 03/31/2020
Patriot Financial Group Insurance Agency LLC16,992$1,377 03/31/2020
     QUAL16,992$1,377 03/31/2020
Stearns Financial Services Group16,880$1,368 03/31/2020
     QUAL16,880$1,368 03/31/2020
Winfield Associates Inc.16,641$1,349 03/31/2020
     QUAL16,641$1,349 03/31/2020
Belpointe Asset Management LLC13,309$1,344 12/31/2019
     QUAL13,309$1,344 12/31/2019
Avalon Investment & Advisory16,007$1,297 03/31/2020
     QUAL16,007$1,297 03/31/2020
Summit Trail Advisors LLC15,669$1,270 03/31/2020
     QUAL15,669$1,270 03/31/2020
Tolleson Wealth Management Inc.15,669$1,270 03/31/2020
     QUAL15,669$1,270 03/31/2020
White Lighthouse Investment Management Inc.15,540$1,259 03/31/2020
     QUAL15,540$1,259 03/31/2020
NEXT Financial Group Inc15,351$1,244 03/31/2020
     QUAL15,351$1,244 03/31/2020
Symphony Financial Ltd. Co.15,062$1,242 03/31/2020
     QUAL15,062$1,242 03/31/2020
Oppenheimer Asset Management Inc.15,259$1,237 03/31/2020
     QUAL15,259$1,237 03/31/2020
Hanlon Investment Management Inc.14,934$1,210 03/31/2020
     QUAL14,934$1,210 03/31/2020
Trustcore Financial Services LLC14,862$1,204 03/31/2020
     QUAL14,862$1,204 03/31/2020
10 15 Associates Inc.14,748$1,195 03/31/2020
     QUAL14,748$1,195 03/31/2020
Pittenger & Anderson Inc.14,659$1,188 03/31/2020
     QUAL14,659$1,188 03/31/2020
Oppenheimer & Co. Inc.14,346$1,163 03/31/2020
     QUAL14,346$1,163 03/31/2020
Pasadena Private Wealth LLC13,406$1,160 03/31/2020
     QUAL13,406$1,160 03/31/2020
Mariner LLC14,277$1,157 03/31/2020
     QUAL14,277$1,157 03/31/2020
9258 Wealth Management LLC12,865$1,157 03/31/2020
     QUAL12,865$1,157 03/31/2020
Eaton Vance Management14,230$1,153 03/31/2020
     QUAL14,230$1,153 03/31/2020
IFP Advisors Inc13,752$1,122 03/31/2020
     QUAL13,752$1,122 03/31/2020
Clearwater Capital Advisors LLC13,850$1,122 03/31/2020
     QUAL13,850$1,122 03/31/2020
Kingsview Wealth Management LLC13,672$1,108 03/31/2020
     QUAL13,672$1,108 03/31/2020
Private Portfolio Partners LLC13,507$1,095 03/31/2020
     QUAL13,507$1,095 03/31/2020
Invesco Ltd.13,450$1,090 03/31/2020
     QUAL13,450$1,090 03/31/2020
Mosaic Family Wealth LLC13,450$1,090 03/31/2020
     QUAL13,450$1,090 03/31/2020
Chevy Chase Trust Holdings Inc.13,444$1,089 03/31/2020
     QUAL13,444$1,089 03/31/2020
Cedar Brook Financial Partners LLC13,375$1,084 03/31/2020
     QUAL13,375$1,084 03/31/2020
Moneda S.A. Administradora General de Fondos13,266$1,075 03/31/2020
     QUAL13,266$1,075 03/31/2020
Buckingham Asset Management LLC13,162$1,067 03/31/2020
     QUAL13,162$1,067 03/31/2020
Derby & Company Inc.13,113$1,063 03/31/2020
     QUAL13,113$1,063 03/31/2020
Busey Wealth Management13,107$1,062 03/31/2020
     QUAL13,107$1,062 03/31/2020
Miracle Mile Advisors LLC12,749$1,033 03/31/2020
     QUAL12,749$1,033 03/31/2020
Investment Security Group Inc. Co. ADV12,599$1,021 03/31/2020
     QUAL12,599$1,021 03/31/2020
Apella Capital LLC12,601$1,021 03/31/2020
     QUAL12,601$1,021 03/31/2020
Creative Planning12,514$1,014 03/31/2020
     QUAL12,514$1,014 03/31/2020
UMA Financial Services Inc.11,625$1,013 03/31/2020
     QUAL11,625$1,013 03/31/2020
Mount Yale Investment Advisors LLC12,475$1,011 03/31/2020
     QUAL12,475$1,011 03/31/2020
Marino Stram & Associates LLC12,209$989 03/31/2020
     QUAL12,209$989 03/31/2020
S&T Bank PA11,843$960 03/31/2020
     QUAL11,843$960 03/31/2020
Capital Asset Advisory Services LLC10,658$946 03/31/2020
     QUAL10,658$946 03/31/2020
Mirae Asset Global Investments Co. Ltd.11,600$940 03/31/2020
     QUAL11,600$940 03/31/2020
FLC Capital Advisors11,652$926 03/31/2020
     QUAL11,652$926 03/31/2020
Glenmede Trust Co. NA9,126$921 03/31/2020
     QUAL9,126$921 03/31/2020
John W. Brooker & Co. CPAs11,328$918 03/31/2020
     QUAL11,328$918 03/31/2020
Element Pointe Advisors LLC11,303$915 03/31/2020
     QUAL11,303$915 03/31/2020
Stratos Wealth Advisors LLC11,080$898 03/31/2020
     QUAL11,080$898 03/31/2020
Aries Wealth Management10,944$870 03/31/2020
     QUAL10,944$870 03/31/2020
Financial Insights Inc.10,649$863 03/31/2020
     QUAL10,649$863 03/31/2020
Brown Advisory Inc.10,575$857 03/31/2020
     QUAL10,575$857 03/31/2020
EWG Elevate Inc.10,418$844 03/31/2020
     QUAL10,418$844 03/31/2020
Argent Trust Co10,407$843 03/31/2020
     QUAL10,407$843 03/31/2020
Dynamic Advisor Solutions LLC10,345$838 03/31/2020
     QUAL10,345$838 03/31/2020
Intl Fcstone Inc.10,238$830 03/31/2020
     QUAL10,238$830 03/31/2020
Comerica Bank9,297$822 03/31/2020
     QUAL9,297$822 03/31/2020
Raymond James Trust N.A.10,103$819 03/31/2020
     QUAL10,103$819 03/31/2020
Exencial Wealth Advisors LLC10,049$814 03/31/2020
     QUAL10,049$814 03/31/2020
Mizuho Trust & Banking Co. Ltd.10,000$810 03/31/2020
     QUAL10,000$810 03/31/2020
High Falls Advisors Inc9,936$805 03/31/2020
     QUAL9,936$805 03/31/2020
Saratoga Research & Investment Management9,666$783 03/31/2020
     QUAL9,666$783 03/31/2020
Beacon Financial Advisory LLC9,667$783 03/31/2020
     QUAL9,667$783 03/31/2020
Beck Capital Management LLC9,608$779 03/31/2020
     QUAL9,608$779 03/31/2020
Cabot Wealth Management Inc.9,596$778 03/31/2020
     QUAL9,596$778 03/31/2020
RDA Financial Network9,423$764 03/31/2020
     QUAL9,423$764 03/31/2020
55I LLC8,713$762 03/31/2020
     QUAL8,713$762 03/31/2020
Kovack Advisors Inc.9,331$756 03/31/2020
     QUAL9,331$756 03/31/2020
Cetera Investment Advisers9,278$752 03/31/2020
     QUAL9,278$752 03/31/2020
Mayfair Advisory Group LLC8,942$725 03/31/2020
     QUAL8,942$725 03/31/2020
KCM Investment Advisors LLC8,897$721 03/31/2020
     QUAL8,897$721 03/31/2020
Corrado Advisors LLC8,336$675 03/31/2020
     QUAL8,336$675 03/31/2020
Verus Capital Partners LLC8,317$674 03/31/2020
     QUAL8,317$674 03/31/2020
Financial Enhancement Group LLC8,285$671 03/31/2020
     QUAL8,285$671 03/31/2020
Deutsche Bank AG8,160$661 03/31/2020
     QUAL8,160$661 03/31/2020
IFG Advisory LLC7,923$642 03/31/2020
     QUAL7,923$642 03/31/2020
Bristlecone Advisors LLC7,845$636 03/31/2020
     QUAL7,845$636 03/31/2020
Veracity Capital LLC7,740$627 03/31/2020
     QUAL7,740$627 03/31/2020
Perennial Investment Advisors LLC7,631$618 03/31/2020
     QUAL7,631$618 03/31/2020
Private Capital Group LLC7,554$612 03/31/2020
     QUAL7,554$612 03/31/2020
Accurate Investment Solutions Inc.7,492$607 03/31/2020
     QUAL7,492$607 03/31/2020
Tranquility Partners LLC7,470$605 03/31/2020
     QUAL7,470$605 03/31/2020
DT Investment Partners LLC7,423$602 03/31/2020
     QUAL7,423$602 03/31/2020
FinTrust Capital Advisors LLC7,419$601 03/31/2020
     QUAL7,419$601 03/31/2020
Ausdal Financial Partners Inc.6,779$595 03/31/2020
     QUAL6,779$595 03/31/2020
Financial Sense Advisors Inc.7,289$591 03/31/2020
     QUAL7,289$591 03/31/2020
Shufro Rose & Co. LLC7,223$585 03/31/2020
     QUAL7,223$585 03/31/2020
Fernwood Investment Management LLC7,159$580 03/31/2020
     QUAL7,159$580 03/31/2020
Raub Brock Capital Management LP7,045$571 03/31/2020
     QUAL7,045$571 03/31/2020
WBH Advisory Inc.7,001$567 03/31/2020
     QUAL7,001$567 03/31/2020
SVA Wealth Management LLC6,943$563 03/31/2020
     QUAL6,943$563 03/31/2020
Successful Portfolios LLC6,894$559 03/31/2020
     QUAL6,894$559 03/31/2020
Wedbush Securities Inc.6,871$557 03/31/2020
     QUAL6,871$557 03/31/2020
Greenleaf Trust6,820$553 03/31/2020
     QUAL6,820$553 03/31/2020
Independent Advisor Alliance6,741$546 03/31/2020
     QUAL6,741$546 03/31/2020
Lincoln National Corp6,585$534 03/31/2020
     QUAL6,585$534 03/31/2020
OmniStar Financial Group Inc.6,576$533 03/31/2020
     QUAL6,576$533 03/31/2020
Retirement Network6,459$523 03/31/2020
     QUAL6,459$523 03/31/2020
WJ Wealth Management LLC6,408$519 03/31/2020
     QUAL6,408$519 03/31/2020
Spotlight Asset Group Inc.6,286$509 03/31/2020
     QUAL6,286$509 03/31/2020
United Capital Financial Advisers LLC6,182$501 03/31/2020
     QUAL6,182$501 03/31/2020
Investors Financial Group LLC6,135$497 03/31/2020
     QUAL6,135$497 03/31/2020
V Wealth Advisors LLC6,120$496 03/31/2020
     QUAL6,120$496 03/31/2020
Archford Capital Strategies LLC6,104$495 03/31/2020
     QUAL6,104$495 03/31/2020
We Are One Seven LLC6,080$492 03/31/2020
     QUAL6,080$492 03/31/2020
Rockefeller Capital Management L.P.6,034$489 03/31/2020
     QUAL6,034$489 03/31/2020
Stringer Asset Management LLC5,963$483 03/31/2020
     QUAL5,963$483 03/31/2020
Moseley Investment Management Inc.5,893$478 03/31/2020
     QUAL5,893$478 03/31/2020
Allen Capital Group LLC5,862$475 03/31/2020
     QUAL5,862$475 03/31/2020
Visionary Wealth Advisors5,639$456 03/31/2020
     QUAL5,639$456 03/31/2020
Coastal Bridge Advisors LLC5,213$442 03/31/2020
     QUAL5,213$442 03/31/2020
Edge Wealth Management LLC5,356$439 03/31/2020
     QUAL5,356$439 03/31/2020
Good Life Advisors LLC5,326$432 03/31/2020
     QUAL5,326$432 03/31/2020
Orser Capital Management LLC5,296$429 03/31/2020
     QUAL5,296$429 03/31/2020
LexAurum Advisors LLC5,146$417 03/31/2020
     QUAL5,146$417 03/31/2020
CA Family Wealth LLC5,129$416 03/31/2020
     QUAL5,129$416 03/31/2020
BRYN MAWR TRUST Co5,103$414 03/31/2020
     QUAL5,103$414 03/31/2020
JT Stratford LLC5,113$414 03/31/2020
     QUAL5,113$414 03/31/2020
Blair William & Co. IL5,083$412 03/31/2020
     QUAL5,083$412 03/31/2020
Paulson Wealth Management Inc.4,732$410 03/31/2020
     QUAL4,732$410 03/31/2020
Altfest L J & Co. Inc.4,833$392 03/31/2020
     QUAL4,833$392 03/31/2020
Raab & Moskowitz Asset Management LLC4,823$390 03/31/2020
     QUAL4,823$390 03/31/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,784$388 03/31/2020
     QUAL4,784$388 03/31/2020
Tiedemann Advisors LLC4,758$386 03/31/2020
     QUAL4,758$386 03/31/2020
Signet Financial Management LLC4,288$386 03/31/2020
     QUAL4,288$386 03/31/2020
Honkamp Krueger Financial Services Inc.4,674$379 03/31/2020
     QUAL4,674$379 03/31/2020
Dorsey & Whitney Trust CO LLC4,592$373 03/31/2020
     QUAL4,592$373 03/31/2020
Boston Trust Walden Corp4,527$367 03/31/2020
     QUAL4,527$367 03/31/2020
Sage Capital Advisors llc4,511$366 03/31/2020
     QUAL4,511$366 03/31/2020
Keel Point LLC4,476$363 03/31/2020
     QUAL4,476$363 03/31/2020
Meristem Family Wealth LLC4,358$353 03/31/2020
     QUAL4,358$353 03/31/2020
Fifth Third Securities Inc.4,297$348 03/31/2020
     QUAL4,297$348 03/31/2020
G&S Capital LLC4,257$344 03/31/2020
     QUAL4,257$344 03/31/2020
Susquehanna International Group LLP $340 03/31/2020
     Call4,200$340 03/31/2020
Boys Arnold & Co. Inc.4,152$336 03/31/2020
     QUAL4,152$336 03/31/2020
Ifrah Financial Services Inc.4,051$328 03/31/2020
     QUAL4,051$328 03/31/2020
Koshinski Asset Management Inc.4,018$326 03/31/2020
     QUAL4,018$326 03/31/2020
Old North State Trust LLC3,939$319 03/31/2020
     QUAL3,939$319 03/31/2020
Pensionmark Financial Group LLC3,901$316 03/31/2020
     QUAL3,901$316 03/31/2020
New England Professional Planning Group Inc.3,503$313 03/31/2020
     QUAL3,503$313 03/31/2020
CMC Financial Group3,861$313 03/31/2020
     QUAL3,861$313 03/31/2020
HC Advisors LLC3,861$313 03/31/2020
     QUAL3,861$313 03/31/2020
Asset Dedication LLC3,767$306 03/31/2020
     QUAL3,767$306 03/31/2020
Valeo Financial Advisors LLC3,512$304 03/31/2020
     QUAL3,512$304 03/31/2020
Robertson Stephens Wealth Management LLC3,741$303 03/31/2020
     QUAL3,741$303 03/31/2020
Aurum Wealth Management Group LLC3,708$300 03/31/2020
     QUAL3,708$300 03/31/2020
Parcion Private Wealth LLC3,707$300 03/31/2020
     QUAL3,707$300 03/31/2020
Tower Research Capital LLC TRC 3,592$291 03/31/2020
     QUAL3,592$291 03/31/2020
Empire Life Investments Inc.3,501$284 03/31/2020
     QUAL3,501$284 03/31/2020
Vestmark Advisory Solutions Inc.3,278$266 03/31/2020
     QUAL3,278$266 03/31/2020
Merriman Wealth Management LLC3,264$265 03/31/2020
     QUAL3,264$265 03/31/2020
Vontobel Swiss Wealth Advisors AG3,272$265 03/31/2020
     QUAL3,272$265 03/31/2020
Lido Advisors LLC3,262$264 03/31/2020
     QUAL3,262$264 03/31/2020
Perigon Wealth Management LLC2,911$255 03/31/2020
     QUAL2,911$255 03/31/2020
Parsons Capital Management Inc. RI3,080$250 03/31/2020
     QUAL3,080$250 03/31/2020
Principal Financial Group Inc.3,017$245 03/31/2020
     QUAL3,017$245 03/31/2020
Pflug Koory LLC3,010$244 03/31/2020
     QUAL3,010$244 03/31/2020
Jefferies Group LLC2,975$241 03/31/2020
     QUAL2,975$241 03/31/2020
Hochman Cole Investment Advisors Inc.2,920$237 03/31/2020
     QUAL2,920$237 03/31/2020
Regent Investment Management LLC2,860$232 03/31/2020
     QUAL2,860$232 03/31/2020
InterOcean Capital LLC2,844$230 03/31/2020
     QUAL2,844$230 03/31/2020
Regentatlantic Capital LLC2,828$229 03/31/2020
     QUAL2,828$229 03/31/2020
Harwood Advisory Group LLC2,843$229 03/31/2020
     QUAL2,843$229 03/31/2020
First Heartland Consultants Inc.2,819$228 03/31/2020
     QUAL2,819$228 03/31/2020
EPG Wealth Management LLC2,814$228 03/31/2020
     QUAL2,814$228 03/31/2020
Wealth Quarterback LLC33$225 03/31/2020
     QUAL33$225 03/31/2020
NBT Bank N A NY2,758$224 03/31/2020
     QUAL2,758$224 03/31/2020
Capital Wealth Planning LLC2,700$219 03/31/2020
     QUAL2,700$219 03/31/2020
Putnam FL Investment Management Co.2,693$218 03/31/2020
     QUAL2,693$218 03/31/2020
Bank Julius Baer & Co. Ltd Zurich2,688$218 03/31/2020
     QUAL2,688$218 03/31/2020
BBR Partners LLC2,600$211 03/31/2020
     QUAL2,600$211 03/31/2020
Crumly & Associates Inc.2,559$207 03/31/2020
     QUAL2,559$207 03/31/2020
RDL Financial Inc.2,540$206 03/31/2020
     QUAL2,540$206 03/31/2020
Acima Private Wealth LLC2,530$205 03/31/2020
     QUAL2,530$205 03/31/2020
SigFig Wealth Management LLC2,513$204 03/31/2020
     QUAL2,513$204 03/31/2020
Arete Wealth Management LLC2,471$200 03/31/2020
     QUAL2,471$200 03/31/2020
Lucia Wealth Services LLC2,456$199 03/31/2020
     QUAL2,456$199 03/31/2020
Aspire Private Capital LLC2,178$177 03/31/2020
     QUAL2,178$177 03/31/2020
Efficient Wealth Management LLC2,188$177 03/31/2020
     QUAL2,188$177 03/31/2020
Clearstead Advisors LLC1,980$160 03/31/2020
     QUAL1,980$160 03/31/2020
Squar Milner Financial Services LLC1,977$160 03/31/2020
     QUAL1,977$160 03/31/2020
Eudaimonia Partners LLC1,555$126 03/31/2020
     QUAL1,555$126 03/31/2020
Huntington National Bank1,496$121 03/31/2020
     QUAL1,496$121 03/31/2020
Clear Investment Research LLC1,482$120 03/31/2020
     QUAL1,482$120 03/31/2020
Tsfg LLC1,453$118 03/31/2020
     QUAL1,453$118 03/31/2020
CFM Wealth Partners LLC1,305$106 03/31/2020
     QUAL1,305$106 03/31/2020
Firestone Capital Management1,300$105 03/31/2020
     QUAL1,300$105 03/31/2020
Lenox Wealth Management Inc.1,250$101 03/31/2020
     QUAL1,250$101 03/31/2020
Baldwin Brothers Inc. MA1,184$96 03/31/2020
     QUAL1,184$96 03/31/2020
Golden State Wealth Management LLC1,122$91 03/31/2020
     QUAL1,122$91 03/31/2020
Benjamin F. Edwards & Company Inc.1,000$81 03/31/2020
     QUAL1,000$81 03/31/2020
Smithfield Trust Co.964$78 03/31/2020
     QUAL964$78 03/31/2020
Heritage Wealth Advisors914$74 03/31/2020
     QUAL914$74 03/31/2020
Jackson Grant Investment Advisers Inc.892$72 03/31/2020
     QUAL892$72 03/31/2020
Islay Capital Management LLC870$71 03/31/2020
     QUAL870$71 03/31/2020
Massmutual Trust Co. FSB ADV854$69 03/31/2020
     QUAL854$69 03/31/2020
CNB Bank843$68 03/31/2020
     QUAL843$68 03/31/2020
Howe & Rusling Inc.829$67 03/31/2020
     QUAL829$67 03/31/2020
Pinnacle Financial Partners Inc.729$59 03/31/2020
     QUAL729$59 03/31/2020
Ancora Advisors LLC731$59 03/31/2020
     QUAL731$59 03/31/2020
Signaturefd LLC732$59 03/31/2020
     QUAL732$59 03/31/2020
Institutional & Family Asset Management LLC667$54 03/31/2020
     QUAL667$54 03/31/2020
Whittier Trust Co. of Nevada Inc.607$49 03/31/2020
     QUAL607$49 03/31/2020
Lion Street Advisors LLC606$49 03/31/2020
     QUAL606$49 03/31/2020
WASHINGTON TRUST Co593$48 03/31/2020
     QUAL593$48 03/31/2020
First Manhattan Co.581$47 03/31/2020
     QUAL581$47 03/31/2020
First Personal Financial Services575$47 03/31/2020
     QUAL575$47 03/31/2020
Assetmark Inc.535$43 03/31/2020
     QUAL535$43 03/31/2020
Carmichael Hill & Associates Inc.523$42 03/31/2020
     QUAL523$42 03/31/2020
Kings Point Capital Management500$41 03/31/2020
     QUAL500$41 03/31/2020
TFO TDC LLC470$38 03/31/2020
     QUAL470$38 03/31/2020
Sandy Spring Bank430$35 03/31/2020
     QUAL430$35 03/31/2020
Cullen Frost Bankers Inc.416$34 03/31/2020
     QUAL416$34 03/31/2020
Bessemer Group Inc.420$34 03/31/2020
     QUAL420$34 03/31/2020
Vectors Research Management LLC424$34 03/31/2020
     QUAL424$34 03/31/2020
SRS Capital Advisors Inc.407$33 03/31/2020
     QUAL407$33 03/31/2020
CENTRAL TRUST Co393$32 03/31/2020
     QUAL393$32 03/31/2020
Investment Research & Advisory Group Inc.400$32 03/31/2020
     QUAL400$32 03/31/2020
Lloyd Advisory Services LLC.320$32 12/31/2019
     QUAL320$32 12/31/2019
Archer Investment Corp387$31 03/31/2020
     QUAL387$31 03/31/2020
Prime Capital Investment Advisors LLC372$30 03/31/2020
     QUAL372$30 03/31/2020
Lehman & Derafelo Financial Resources LLC346$28 03/31/2020
     QUAL346$28 03/31/2020
Meeder Asset Management Inc.322$26 03/31/2020
     QUAL322$26 03/31/2020
Westside Investment Management Inc.300$24 03/31/2020
     QUAL300$24 03/31/2020
Mcmillion Capital Management Inc.260$21 03/31/2020
     QUAL260$21 03/31/2020
Jacobi Capital Management LLC202$16 03/31/2020
     QUAL202$16 03/31/2020
Motco179$15 03/31/2020
     QUAL179$15 03/31/2020
Trust Co. of Vermont155$13 03/31/2020
     QUAL155$13 03/31/2020
Security National Trust Co.161$13 03/31/2020
     QUAL161$13 03/31/2020
JNBA Financial Advisors135$11 03/31/2020
     QUAL135$11 03/31/2020
Cordasco Financial Network128$10 03/31/2020
     QUAL128$10 03/31/2020
Winslow Evans & Crocker Inc.100$10 03/31/2020
     QUAL100$10 03/31/2020
Arkadios Wealth Advisors118$10 03/31/2020
     QUAL118$10 03/31/2020
Key Financial Inc118$10 03/31/2020
     QUAL118$10 03/31/2020
Cox Capital Mgt LLC94$9 03/31/2020
     QUAL94$9 03/31/2020
Tompkins Financial Corp99$8 03/31/2020
     QUAL99$8 03/31/2020
Baystate Wealth Management LLC95$8 03/31/2020
     QUAL95$8 03/31/2020
JFS Wealth Advisors LLC81$7 03/31/2020
     QUAL81$7 03/31/2020
Advisory Alpha LLC81$7 03/31/2020
     QUAL81$7 03/31/2020
Duncker Streett & Co. Inc.72$6 03/31/2020
     QUAL72$6 03/31/2020
Wealthcare Advisory Partners LLC68$6 03/31/2020
     QUAL68$6 03/31/2020
HHM Wealth Advisors LLC76$6 03/31/2020
     QUAL76$6 03/31/2020
Horan Securities Inc.59$5 03/31/2020
     QUAL59$5 03/31/2020
Front Row Advisors LLC59$5 03/31/2020
     QUAL59$5 03/31/2020
Larson Financial Group LLC60$5 03/31/2020
     QUAL60$5 03/31/2020
Savior LLC60$5 03/31/2020
     QUAL60$5 03/31/2020
Parkside Financial Bank & Trust50$4 03/31/2020
     QUAL50$4 03/31/2020
Sofos Investments Inc.49,545$4 03/31/2020
     QUAL49,545$4 03/31/2020
Element Wealth LLC49$4 03/31/2020
     QUAL49$4 03/31/2020
Investors Research Corp42$3 03/31/2020
     QUAL42$3 03/31/2020
Engrave Wealth Partners LLC42$3 03/31/2020
     QUAL42$3 03/31/2020
Gemmer Asset Management LLC22$2 03/31/2020
     QUAL22$2 03/31/2020
Simon Quick Advisors LLC24$2 03/31/2020
     QUAL24$2 03/31/2020
FSA Wealth Management LLC30$2 03/31/2020
     QUAL30$2 03/31/2020
Financial Architects Inc10$1 03/31/2020
     QUAL10$1 03/31/2020
Ellevest Inc.10$1 03/31/2020
     QUAL10$1 03/31/2020
Simplex Trading LLC1$0 03/31/2020
     QUAL1$0 03/31/2020
New England Investment & Retirement Group Inc.0$0 03/31/2020
     QUAL0$0 03/31/2020
Cutler Group LP $-1 03/31/2020
     Put100$1 03/31/2020
Wolverine Trading LLC4,000$-330 03/31/2020
     Put4,000$330 03/31/2020

See Summary: Institutional Holders of QUAL
See Details: Top 10 Hedge Funds Holding QUAL
Also See: QUAL Holdings Changes

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