HoldingsChannel.com
Funds Holding QUAL
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.12,149,990$1,227,149 12/31/2019
     QUAL12,149,990$1,227,149 12/31/2019
Bank of America Corp DE9,744,863$984,232 12/31/2019
     QUAL9,744,863$984,232 12/31/2019
LPL Financial LLC9,170,003$926,170 12/31/2019
     QUAL9,170,003$926,170 12/31/2019
BlackRock Inc.8,343,834$842,727 12/31/2019
     QUAL8,343,834$842,727 12/31/2019
FMR LLC7,545,313$762,076 12/31/2019
     QUAL7,545,313$762,076 12/31/2019
PNC Financial Services Group Inc.4,340,054$438,344 12/31/2019
     QUAL4,340,054$438,344 12/31/2019
Ameriprise Financial Inc.3,788,769$382,638 12/31/2019
     QUAL3,788,769$382,638 12/31/2019
Keybank National Association OH3,422,116$345,633 12/31/2019
     QUAL3,422,116$345,633 12/31/2019
Morgan Stanley2,897,316$292,629 12/31/2019
     QUAL2,897,316$292,629 12/31/2019
UBS Group AG2,849,661$287,815 12/31/2019
     QUAL2,849,661$287,815 12/31/2019
CWM LLC2,766,582$279,425 12/31/2019
     QUAL2,766,582$279,425 12/31/2019
Wells Fargo & Company MN2,524,371$254,962 12/31/2019
     QUAL2,524,371$254,962 12/31/2019
Allworth Financial LP2,270,139$229,284 12/31/2019
     QUAL2,270,139$229,284 12/31/2019
Richard Bernstein Advisors LLC2,372,044$226,309 12/31/2019
     QUAL2,372,044$226,309 12/31/2019
Jordan Park Group LLC1,777,314$179,509 12/31/2019
     QUAL1,777,314$179,509 12/31/2019
Horizon Investments LLC1,775,639$179,340 12/31/2019
     QUAL1,775,639$179,340 12/31/2019
Advisor Group Inc.1,571,085$158,742 12/31/2019
     QUAL1,571,085$158,742 12/31/2019
Royal Bank of Canada1,366,972$138,064 12/31/2019
     QUAL1,366,972$138,064 12/31/2019
Mercer Global Advisors Inc. ADV1,257,771$127,035 12/31/2019
     QUAL1,257,771$127,035 12/31/2019
Victory Capital Management Inc.1,246,266$125,873 12/31/2019
     QUAL1,246,266$125,873 12/31/2019
ARGI Investment Services LLC1,092,097$113,283 12/31/2019
     QUAL1,092,097$113,283 12/31/2019
PFS Investments Inc.1,039,114$104,951 12/31/2019
     QUAL1,039,114$104,951 12/31/2019
Wharton Business Group LLC966,383$97,605 12/31/2019
     QUAL966,383$97,605 12/31/2019
Ladenburg Thalmann Financial Services Inc.966,518$96,405 12/31/2019
     QUAL966,518$96,405 12/31/2019
Trilogy Capital Inc.946,852$96,323 12/31/2019
     QUAL946,852$96,323 12/31/2019
Park Avenue Securities LLC944,843$95,429 12/31/2019
     QUAL944,843$95,429 12/31/2019
United Services Automobile Association941,420$95,084 12/31/2019
     QUAL941,420$95,084 12/31/2019
Janney Montgomery Scott LLC887,974$89,685 12/31/2019
     QUAL887,974$89,685 12/31/2019
Fifth Third Bancorp721,944$72,916 12/31/2019
     QUAL721,944$72,916 12/31/2019
MML Investors Services LLC714,327$72,147 12/31/2019
     QUAL714,327$72,147 12/31/2019
Integrated Wealth Concepts LLC680,119$68,692 12/31/2019
     QUAL680,119$68,692 12/31/2019
BOK Financial Private Wealth Inc.678,714$68,550 12/31/2019
     QUAL678,714$68,550 12/31/2019
Covenant Multifamily Offices LLC568,043$57,372 12/31/2019
     QUAL568,043$57,372 12/31/2019
Thrivent Financial for Lutherans542,098$54,752 12/31/2019
     QUAL542,098$54,752 12/31/2019
Commonwealth Equity Services LLC536,817$54,218 12/31/2019
     QUAL536,817$54,218 12/31/2019
Bank of New York Mellon Corp518,308$52,350 12/31/2019
     QUAL518,308$52,350 12/31/2019
Clark Capital Management Group Inc.504,930$50,998 12/31/2019
     QUAL504,930$50,998 12/31/2019
STA Wealth Management LLC475,863$48,062 12/31/2019
     QUAL475,863$48,062 12/31/2019
Raymond James & Associates475,097$47,985 12/31/2019
     QUAL475,097$47,985 12/31/2019
Diversified Trust Co468,914$47,360 12/31/2019
     QUAL468,914$47,360 12/31/2019
Sunbelt Securities Inc.1,816$45,848 12/31/2019
     QUAL1,816$45,848 12/31/2019
US Bancorp DE443,017$44,745 12/31/2019
     QUAL443,017$44,745 12/31/2019
Mandatum Life Insurance Co Ltd414,322$41,847 12/31/2019
     QUAL414,322$41,847 12/31/2019
Raymond James Financial Services Advisors Inc.410,554$41,469 12/31/2019
     QUAL410,554$41,469 12/31/2019
Cambridge Investment Research Advisors Inc.403,416$40,745 12/31/2019
     QUAL403,416$40,745 12/31/2019
D.A. Davidson & CO.376,305$38,007 12/31/2019
     QUAL376,305$38,007 12/31/2019
Center for Financial Planning Inc.365,741$36,940 12/31/2019
     QUAL365,741$36,940 12/31/2019
CLS Investments LLC346,404$34,987 12/31/2019
     QUAL346,404$34,987 12/31/2019
Sage Advisory Services Ltd.Co.341,982$34,540 12/31/2019
     QUAL341,982$34,540 12/31/2019
Stewardship Financial Advisors LLC338,829$34,222 12/31/2019
     QUAL338,829$34,222 12/31/2019
Blue Sky Asset Management LLC327,534$33,081 12/31/2019
     QUAL327,534$33,081 12/31/2019
Quantitative Advantage LLC320,997$32,421 12/31/2019
     QUAL320,997$32,421 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC311,753$31,487 12/31/2019
     QUAL311,753$31,487 12/31/2019
Johnson Investment Counsel Inc.280,687$28,349 12/31/2019
     QUAL280,687$28,349 12/31/2019
Parallel Advisors LLC277,325$28,010 12/31/2019
     QUAL277,325$28,010 12/31/2019
Wealthsource Partners LLC276,612$27,938 12/31/2019
     QUAL276,612$27,938 12/31/2019
JPMorgan Chase & Co.276,341$27,911 12/31/2019
     QUAL276,341$27,911 12/31/2019
ETRADE Capital Management LLC272,816$27,554 12/31/2019
     QUAL272,816$27,554 12/31/2019
Well Done LLC272,279$27,500 12/31/2019
     QUAL272,279$27,500 12/31/2019
Northwestern Mutual Wealth Management Co.258,249$26,083 12/31/2019
     QUAL258,249$26,083 12/31/2019
Baker Avenue Asset Management LP255,707$25,826 12/31/2019
     QUAL255,707$25,826 12/31/2019
Waddell & Associates LLC252,418$25,494 12/31/2019
     QUAL252,418$25,494 12/31/2019
AE Wealth Management LLC252,263$25,479 12/31/2019
     QUAL252,263$25,479 12/31/2019
Orion Portfolio Solutions LLC247,543$25,002 12/31/2019
     QUAL247,543$25,002 12/31/2019
Epstein & White Financial LLC241,415$24,395 12/31/2019
     QUAL241,415$24,395 12/31/2019
Palladium Partners LLC237,942$24,032 12/31/2019
     QUAL237,942$24,032 12/31/2019
Ameritas Investment Company LLC233,808$23,615 12/31/2019
     QUAL233,808$23,615 12/31/2019
Foster Dykema Cabot & Co. Inc. MA232,585$23,491 12/31/2019
     QUAL232,585$23,491 12/31/2019
W.E. Donoghue & Co. LLC232,285$23,461 12/31/2019
     QUAL232,285$23,461 12/31/2019
Synovus Financial Corp231,418$23,386 12/31/2019
     QUAL231,418$23,386 12/31/2019
Sanchez Wealth Management Group230,952$23,326 12/31/2019
     QUAL230,952$23,326 12/31/2019
Almanack Investment Partners LLC.212,543$21,467 12/31/2019
     QUAL212,543$21,467 12/31/2019
HighTower Advisors LLC207,987$21,000 12/31/2019
     QUAL207,987$21,000 12/31/2019
MA Private Wealth206,683$20,875 12/31/2019
     QUAL206,683$20,875 12/31/2019
FDx Advisors Inc.205,922$20,798 12/31/2019
     QUAL205,922$20,798 12/31/2019
Steward Partners Investment Advisory LLC200,709$20,271 12/31/2019
     QUAL200,709$20,271 12/31/2019
Cooper Financial Group196,843$19,881 12/31/2019
     QUAL196,843$19,881 12/31/2019
PFM Asset Management LLC $19,459 12/31/2019
     Call192,665$19,459 12/31/2019
Private Advisor Group LLC190,483$19,239 12/31/2019
     QUAL190,483$19,239 12/31/2019
Bank of Montreal Can186,825$18,869 12/31/2019
     QUAL186,825$18,869 12/31/2019
RVW Wealth LLC186,096$18,796 12/31/2019
     QUAL186,096$18,796 12/31/2019
Capital Investment Advisory Services LLC185,661$18,752 12/31/2019
     QUAL185,661$18,752 12/31/2019
First Financial Bank Trust Division185,296$18,715 12/31/2019
     QUAL185,296$18,715 12/31/2019
Proequities Inc.184,182$18,602 12/31/2019
     QUAL184,182$18,602 12/31/2019
TD Capital Management LLC181,611$18,343 12/31/2019
     QUAL181,611$18,343 12/31/2019
Tanglewood Wealth Management Inc.175,816$17,757 12/31/2019
     QUAL175,816$17,757 12/31/2019
Pinnacle Associates Ltd.170,839$17,255 12/31/2019
     QUAL170,839$17,255 12/31/2019
Founders Financial Securities LLC170,753$17,246 12/31/2019
     QUAL170,753$17,246 12/31/2019
Shepherd Financial Partners LLC170,396$17,213 12/31/2019
     QUAL170,396$17,213 12/31/2019
Prudential PLC167,140$16,881 12/31/2019
     QUAL167,140$16,881 12/31/2019
Daido Life Insurance Co.164,150$16,579 12/31/2019
     QUAL164,150$16,579 12/31/2019
Stonehearth Capital Management LLC163,831$16,547 12/31/2019
     QUAL163,831$16,547 12/31/2019
Paragon Wealth Strategies LLC163,587$16,522 12/31/2019
     QUAL163,587$16,522 12/31/2019
Sawtooth Solutions LLC159,051$16,064 12/31/2019
     QUAL159,051$16,064 12/31/2019
Garrett Wealth Advisory Group LLC158,063$15,975 12/31/2019
     QUAL158,063$15,975 12/31/2019
First Republic Investment Management Inc.153,920$15,546 12/31/2019
     QUAL153,920$15,546 12/31/2019
Karpus Management Inc.153,385$15,492 12/31/2019
     QUAL153,385$15,492 12/31/2019
Tolleson Wealth Management Inc.145,577$14,703 12/31/2019
     QUAL145,577$14,703 12/31/2019
Connecticut Wealth Management LLC144,349$14,579 12/31/2019
     QUAL144,349$14,579 12/31/2019
20 20 Capital Management Inc.137,269$14,334 12/31/2019
     QUAL137,269$14,334 12/31/2019
One Charles Private Wealth Services LLC132,344$13,367 12/31/2019
     QUAL132,344$13,367 12/31/2019
Mountain Capital Investment Advisors Inc129,586$13,183 12/31/2019
     QUAL129,586$13,183 12/31/2019
Berman Capital Advisors LLC126,932$12,819 12/31/2019
     QUAL126,932$12,819 12/31/2019
Tillar Wenstrup Advisors LLC124,273$12,552 12/31/2019
     QUAL124,273$12,552 12/31/2019
Gibraltar Capital Management Inc.124,259$12,550 12/31/2019
     QUAL124,259$12,550 12/31/2019
Roosevelt Investment Group Inc.123,070$12,430 12/31/2019
     QUAL123,070$12,430 12/31/2019
First Allied Advisory Services Inc.122,294$12,357 12/31/2019
     QUAL122,294$12,357 12/31/2019
Arrow Investment Advisors LLC121,123$12,233 12/31/2019
     QUAL121,123$12,233 12/31/2019
MBE Wealth Management LLC114,366$11,550 12/31/2019
     QUAL114,366$11,550 12/31/2019
Inscription Capital LLC110,842$11,195 12/31/2019
     QUAL110,842$11,195 12/31/2019
Capital One National Association109,145$11,024 12/31/2019
     QUAL109,145$11,024 12/31/2019
Kathmere Capital Management LLC109,088$11,018 12/31/2019
     QUAL109,088$11,018 12/31/2019
GW Henssler & Associates Ltd.108,401$10,949 12/31/2019
     QUAL108,401$10,949 12/31/2019
ERn Financial LLC108,147$10,923 12/31/2019
     QUAL108,147$10,923 12/31/2019
Baird Financial Group Inc.107,045$10,812 12/31/2019
     QUAL107,045$10,812 12/31/2019
Atria Investments LLC106,807$10,787 12/31/2019
     QUAL106,807$10,787 12/31/2019
Day & Ennis LLC99,347$10,034 12/31/2019
     QUAL99,347$10,034 12/31/2019
Client 1ST Advisory Group LLC97,465$9,844 12/31/2019
     QUAL97,465$9,844 12/31/2019
Icon Wealth Partners LLC97,267$9,824 12/31/2019
     QUAL97,267$9,824 12/31/2019
Mid Atlantic Financial Management Inc. ADV96,990$9,796 12/31/2019
     QUAL96,990$9,796 12/31/2019
Stifel Financial Corp94,867$9,584 12/31/2019
     QUAL94,867$9,584 12/31/2019
HawsGoodwin Investment Management LLC92,547$9,347 12/31/2019
     QUAL92,547$9,347 12/31/2019
National Asset Management Inc.91,629$9,256 12/31/2019
     QUAL91,629$9,256 12/31/2019
Jackson Wealth Management LLC89,706$9,250 12/31/2019
     QUAL89,706$9,250 12/31/2019
GWM Advisors LLC90,009$9,090 12/31/2019
     QUAL90,009$9,090 12/31/2019
Lincoln Capital Corp88,785$8,967 12/31/2019
     QUAL88,785$8,967 12/31/2019
Argent Wealth Management LLC88,617$8,950 12/31/2019
     QUAL88,617$8,950 12/31/2019
Weaver Consulting Group96,617$8,927 12/31/2019
     QUAL96,617$8,927 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management87,335$8,821 12/31/2019
     QUAL87,335$8,821 12/31/2019
Shine Investment Advisory Services Inc.86,860$8,773 12/31/2019
     QUAL86,860$8,773 12/31/2019
Orgel Wealth Management LLC86,431$8,729 12/31/2019
     QUAL86,431$8,729 12/31/2019
Bainco International Investors84,689$8,669 12/31/2019
     QUAL84,689$8,669 12/31/2019
Colton Groome Financial Advisors LLC84,761$8,561 12/31/2019
     QUAL84,761$8,561 12/31/2019
PAX Financial Group LLC81,146$8,497 12/31/2019
     QUAL81,146$8,497 12/31/2019
Truist Financial Corp83,289$8,412 12/31/2019
     QUAL83,289$8,412 12/31/2019
Watson Rebecca82,356$8,318 12/31/2019
     QUAL82,356$8,318 12/31/2019
Comerica Securities Inc.79,936$8,074 12/31/2019
     QUAL79,936$8,074 12/31/2019
Equitable Holdings Inc.79,496$8,029 12/31/2019
     QUAL79,496$8,029 12/31/2019
AdvisorNet Financial Inc77,491$7,827 12/31/2019
     QUAL77,491$7,827 12/31/2019
Summit X LLC76,001$7,684 12/31/2019
     QUAL76,001$7,684 12/31/2019
Centaurus Financial Inc.74,030$7,477 12/31/2019
     QUAL74,030$7,477 12/31/2019
Captrust Financial Advisors71,405$7,275 12/31/2019
     QUAL71,405$7,275 12/31/2019
Steel Peak Wealth Management LLC68,081$6,876 12/31/2019
     QUAL68,081$6,876 12/31/2019
Smart Money Group LLC67,847$6,852 12/31/2019
     QUAL67,847$6,852 12/31/2019
Capital Advisors Ltd. LLC67,727$6,840 12/31/2019
     QUAL67,727$6,840 12/31/2019
Brookstone Capital Management66,367$6,703 12/31/2019
     QUAL66,367$6,703 12/31/2019
Boston Advisors LLC71,948$6,648 09/30/2019
     QUAL71,948$6,648 09/30/2019
Global Retirement Partners LLC65,136$6,579 12/31/2019
     QUAL65,136$6,579 12/31/2019
Smart Portfolios LLC64,671$6,532 12/31/2019
     QUAL64,671$6,532 12/31/2019
Stone House Investment Management LLC63,474$6,411 12/31/2019
     QUAL63,474$6,411 12/31/2019
Pinnacle Wealth Management Advisory Group LLC60,723$6,133 12/31/2019
     QUAL60,723$6,133 12/31/2019
United Income Inc.66,200$6,113 09/30/2019
     QUAL66,200$6,113 09/30/2019
Vicus Capital59,814$6,041 12/31/2019
     QUAL59,814$6,041 12/31/2019
Vivid Financial Management Inc.58,110$6,028 12/31/2019
     QUAL58,110$6,028 12/31/2019
Sharkey Howes & Javer59,351$5,994 12/31/2019
     QUAL59,351$5,994 12/31/2019
Montecito Bank & Trust58,369$5,895 12/31/2019
     QUAL58,369$5,895 12/31/2019
Barings LLC56,019$5,658 12/31/2019
     QUAL56,019$5,658 12/31/2019
Bridges Investment Management Inc.55,723$5,628 12/31/2019
     QUAL55,723$5,628 12/31/2019
Stratos Wealth Partners LTD.54,975$5,552 12/31/2019
     QUAL54,975$5,552 12/31/2019
Wintrust Investments LLC53,710$5,425 12/31/2019
     QUAL53,710$5,425 12/31/2019
Dakota Wealth Management53,413$5,395 12/31/2019
     QUAL53,413$5,395 12/31/2019
Howe & Rusling Inc.51,193$5,171 12/31/2019
     QUAL51,193$5,171 12/31/2019
Mizuho Trust & Banking Co. Ltd.50,000$5,050 12/31/2019
     QUAL50,000$5,050 12/31/2019
Migdal Insurance & Financial Holdings Ltd.49,630$5,013 12/31/2019
     QUAL49,630$5,013 12/31/2019
Royal Harbor Partners LLC48,431$4,892 12/31/2019
     QUAL48,431$4,892 12/31/2019
SNS Financial Group LLC48,171$4,865 12/31/2019
     QUAL48,171$4,865 12/31/2019
Strategic Wealth Management Inc.48,038$4,852 12/31/2019
     QUAL48,038$4,852 12/31/2019
Venturi Wealth Management LLC47,893$4,837 12/31/2019
     QUAL47,893$4,837 12/31/2019
Ferris Capital LLC46,960$4,743 12/31/2019
     QUAL46,960$4,743 12/31/2019
Buckingham Capital Management Inc.46,680$4,715 12/31/2019
     QUAL46,680$4,715 12/31/2019
Syntal Capital Partners LLC45,514$4,596 12/31/2019
     QUAL45,514$4,596 12/31/2019
Ayalon Holdings Ltd.45,070$4,552 12/31/2019
     QUAL45,070$4,552 12/31/2019
Outlook Wealth Advisors LLC43,362$4,380 12/31/2019
     QUAL43,362$4,380 12/31/2019
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.43,190$4,362 12/31/2019
     QUAL43,190$4,362 12/31/2019
Rowland Carmichael Advisors Inc. ADV43,063$4,349 12/31/2019
     QUAL43,063$4,349 12/31/2019
BB&T Securities LLC46,915$4,336 09/30/2019
     QUAL46,915$4,336 09/30/2019
Madison Asset Management LLC40,697$4,110 12/31/2019
     QUAL40,697$4,110 12/31/2019
UMA Financial Services Inc.39,319$4,061 12/31/2019
     QUAL39,319$4,061 12/31/2019
Bernardo Wealth Planning LLC39,721$4,011 12/31/2019
     QUAL39,721$4,011 12/31/2019
Financial Gravity Wealth Inc.42,491$3,926 09/30/2019
     QUAL42,491$3,926 09/30/2019
LS Investment Advisors LLC38,800$3,919 12/31/2019
     QUAL38,800$3,919 12/31/2019
IPG Investment Advisors LLC38,642$3,903 12/31/2019
     QUAL38,642$3,903 12/31/2019
Madison Investment Holdings Inc.41,104$3,798 09/30/2019
     QUAL41,104$3,798 09/30/2019
Wade Financial Advisory Inc37,592$3,797 12/31/2019
     QUAL37,592$3,797 12/31/2019
Geneva Partners LLC37,429$3,780 12/31/2019
     QUAL37,429$3,780 12/31/2019
Concorde Asset Management LLC36,826$3,719 12/31/2019
     QUAL36,826$3,719 12/31/2019
Barber Financial Group Inc.36,672$3,704 12/31/2019
     QUAL36,672$3,704 12/31/2019
American Economic Planning Group Inc. ADV39,625$3,655 09/30/2019
     QUAL39,625$3,655 09/30/2019
Ledyard National Bank36,062$3,642 12/31/2019
     QUAL36,062$3,642 12/31/2019
Affinia Financial Group LLC42,059$3,638 12/31/2019
     QUAL42,059$3,638 12/31/2019
LVW Advisors LLC35,985$3,634 12/31/2019
     QUAL35,985$3,634 12/31/2019
LifePlan Financial Group Inc35,806$3,616 12/31/2019
     QUAL35,806$3,616 12/31/2019
Menard Financial Group LLC35,739$3,610 12/31/2019
     QUAL35,739$3,610 12/31/2019
Pettinga Financial Advisors LLC34,823$3,517 12/31/2019
     QUAL34,823$3,517 12/31/2019
United Bank34,518$3,486 12/31/2019
     QUAL34,518$3,486 12/31/2019
Stephens Inc. AR33,821$3,416 12/31/2019
     QUAL33,821$3,416 12/31/2019
Independent Advisor Alliance33,468$3,380 12/31/2019
     QUAL33,468$3,380 12/31/2019
Lionsbridge Wealth Management LLC33,295$3,370 12/31/2019
     QUAL33,295$3,370 12/31/2019
BCJ Capital Management LLC33,196$3,353 12/31/2019
     QUAL33,196$3,353 12/31/2019
Wall Capital Group Inc.31,763$3,208 12/31/2019
     QUAL31,763$3,208 12/31/2019
Symmetry Partners LLC34,268$3,166 12/31/2019
     QUAL34,268$3,166 12/31/2019
Tarbox Family Office Inc.30,891$3,120 12/31/2019
     QUAL30,891$3,120 12/31/2019
SG Americas Securities LLC30,295$3,060 12/31/2019
     QUAL30,295$3,060 12/31/2019
Carroll Financial Associates Inc.29,774$3,007 12/31/2019
     QUAL29,774$3,007 12/31/2019
Ford Financial Group Inc.28,945$2,923 12/31/2019
     QUAL28,945$2,923 12/31/2019
Arden Trust Co28,617$2,890 12/31/2019
     QUAL28,617$2,890 12/31/2019
Wesbanco Bank Inc.27,424$2,770 12/31/2019
     QUAL27,424$2,770 12/31/2019
Citigroup Inc.27,390$2,766 12/31/2019
     QUAL27,390$2,766 12/31/2019
FTB Advisors Inc.26,919$2,718 12/31/2019
     QUAL26,919$2,718 12/31/2019
Avantax Advisory Services Inc.26,431$2,666 12/31/2019
     QUAL26,431$2,666 12/31/2019
Mutual Advisors LLC26,052$2,631 12/31/2019
     QUAL26,052$2,631 12/31/2019
Merit Financial Group LLC25,713$2,597 12/31/2019
     QUAL25,713$2,597 12/31/2019
Fortis Advisors LLC25,502$2,576 12/31/2019
     QUAL25,502$2,576 12/31/2019
Emerald Investment Partners LLC25,498$2,575 12/31/2019
     QUAL25,498$2,575 12/31/2019
Keystone Financial Group25,059$2,531 12/31/2019
     QUAL25,059$2,531 12/31/2019
Cascadia Advisory Services LLC24,988$2,524 12/31/2019
     QUAL24,988$2,524 12/31/2019
Leicht Financial Planning & Wealth Management Inc.24,977$2,523 12/31/2019
     QUAL24,977$2,523 12/31/2019
Boston Private Wealth LLC24,814$2,506 12/31/2019
     QUAL24,814$2,506 12/31/2019
Cypress Wealth Services LLC24,397$2,464 12/31/2019
     QUAL24,397$2,464 12/31/2019
Prestige Wealth Management Group LLC23,919$2,416 12/31/2019
     QUAL23,919$2,416 12/31/2019
DT Investment Partners LLC23,702$2,394 12/31/2019
     QUAL23,702$2,394 12/31/2019
Cetera Advisor Networks LLC23,402$2,370 12/31/2019
     QUAL23,402$2,370 12/31/2019
Vista Investment Management23,460$2,369 12/31/2019
     QUAL23,460$2,369 12/31/2019
SlateStone Wealth LLC22,913$2,314 12/31/2019
     QUAL22,913$2,314 12/31/2019
Level Four Advisory Services LLC22,656$2,290 12/31/2019
     QUAL22,656$2,290 12/31/2019
Beck Capital Management LLC22,129$2,235 12/31/2019
     QUAL22,129$2,235 12/31/2019
Cornerstone Wealth Group LLC22,132$2,235 12/31/2019
     QUAL22,132$2,235 12/31/2019
First Midwest Bank Trust Division22,019$2,224 12/31/2019
     QUAL22,019$2,224 12/31/2019
IHT Wealth Management LLC21,894$2,211 12/31/2019
     QUAL21,894$2,211 12/31/2019
Oppenheimer & Co. Inc.21,821$2,204 12/31/2019
     QUAL21,821$2,204 12/31/2019
Apexium Financial LP21,817$2,204 12/31/2019
     QUAL21,817$2,204 12/31/2019
Flagship Harbor Advisors LLC21,725$2,194 12/31/2019
     QUAL21,725$2,194 12/31/2019
Strategic Wealth Advisors Group LLC21,162$2,144 12/31/2019
     QUAL21,162$2,144 12/31/2019
Cetera Advisors LLC21,179$2,141 12/31/2019
     QUAL21,179$2,141 12/31/2019
PFG Advisors20,927$2,129 12/31/2019
     QUAL20,927$2,129 12/31/2019
Cornerstone Wealth Management LLC21,037$2,125 12/31/2019
     QUAL21,037$2,125 12/31/2019
Surevest Inc.20,670$2,088 12/31/2019
     QUAL20,670$2,088 12/31/2019
Sowell Financial Services LLC20,399$2,060 12/31/2019
     QUAL20,399$2,060 12/31/2019
Sugarloaf Wealth Management LLC20,340$2,054 12/31/2019
     QUAL20,340$2,054 12/31/2019
PFG Private Wealth Management LLC20,020$2,022 12/31/2019
     QUAL20,020$2,022 12/31/2019
Actinver Wealth Management Inc.19,583$1,978 12/31/2019
     QUAL19,583$1,978 12/31/2019
Smith Capital Management Inc. AR ADV19,378$1,957 12/31/2019
     QUAL19,378$1,957 12/31/2019
Formidable Asset Management LLC18,766$1,908 12/31/2019
     QUAL18,766$1,908 12/31/2019
Macroview Investment Management LLC18,862$1,905 12/31/2019
     QUAL18,862$1,905 12/31/2019
Adams Wealth Management18,425$1,861 12/31/2019
     QUAL18,425$1,861 12/31/2019
Woodmont Investment Counsel LLC18,376$1,856 12/31/2019
     QUAL18,376$1,856 12/31/2019
Cedar Brook Financial Partners LLC18,263$1,845 12/31/2019
     QUAL18,263$1,845 12/31/2019
IFP Advisors Inc18,075$1,840 12/31/2019
     QUAL18,075$1,840 12/31/2019
Usca Ria LLC18,035$1,822 12/31/2019
     QUAL18,035$1,822 12/31/2019
Windsor Group LTD17,949$1,813 12/31/2019
     QUAL17,949$1,813 12/31/2019
Cary Street Partner Investment Advisory LLC17,731$1,791 12/31/2019
     QUAL17,731$1,791 12/31/2019
First Trust Advisors LP17,640$1,782 12/31/2019
     QUAL17,640$1,782 12/31/2019
Miracle Mile Advisors LLC16,861$1,703 12/31/2019
     QUAL16,861$1,703 12/31/2019
HRT Financial LLC16,838$1,700 12/31/2019
     QUAL16,838$1,700 12/31/2019
Bay Harbor Wealth Management LLC16,721$1,689 12/31/2019
     QUAL16,721$1,689 12/31/2019
Avalon Investment & Advisory16,007$1,617 12/31/2019
     QUAL16,007$1,617 12/31/2019
Gladstone Institutional Advisory LLC15,895$1,605 12/31/2019
     QUAL15,895$1,605 12/31/2019
Susquehanna International Group LLP15,602$1,576 12/31/2019
     QUAL15,602$1,576 12/31/2019
NEXT Financial Group Inc15,492$1,565 12/31/2019
     QUAL15,492$1,565 12/31/2019
Chevy Chase Trust Holdings Inc.15,478$1,563 12/31/2019
     QUAL15,478$1,563 12/31/2019
Bridger Capital Management LLC15,381$1,551 12/31/2019
     QUAL15,381$1,551 12/31/2019
Liberty Wealth Management LLC15,244$1,540 12/31/2019
     QUAL15,244$1,540 12/31/2019
FUKOKU MUTUAL LIFE INSURANCE Co15,200$1,535 12/31/2019
     QUAL15,200$1,535 12/31/2019
Austin Private Wealth LLC15,076$1,523 12/31/2019
     QUAL15,076$1,523 12/31/2019
Northern Trust Corp14,899$1,505 12/31/2019
     QUAL14,899$1,505 12/31/2019
Insight Wealth Strategies LLC14,697$1,484 12/31/2019
     QUAL14,697$1,484 12/31/2019
Moseley Investment Management Inc.14,640$1,479 12/31/2019
     QUAL14,640$1,479 12/31/2019
ACG Wealth14,489$1,463 12/31/2019
     QUAL14,489$1,463 12/31/2019
Eaton Vance Management14,344$1,449 12/31/2019
     QUAL14,344$1,449 12/31/2019
Pittenger & Anderson Inc.14,220$1,436 12/31/2019
     QUAL14,220$1,436 12/31/2019
Mariner LLC14,195$1,434 12/31/2019
     QUAL14,195$1,434 12/31/2019
Patton Albertson Miller Group LLC13,636$1,377 12/31/2019
     QUAL13,636$1,377 12/31/2019
Mosaic Family Wealth LLC13,588$1,372 12/31/2019
     QUAL13,588$1,372 12/31/2019
55I LLC13,408$1,354 12/31/2019
     QUAL13,408$1,354 12/31/2019
Belpointe Asset Management LLC13,309$1,344 12/31/2019
     QUAL13,309$1,344 12/31/2019
Winfield Associates Inc.13,240$1,337 12/31/2019
     QUAL13,240$1,337 12/31/2019
White Lighthouse Investment Management Inc.13,222$1,335 12/31/2019
     QUAL13,222$1,335 12/31/2019
Derby & Company Inc.13,113$1,324 12/31/2019
     QUAL13,113$1,324 12/31/2019
Busey Wealth Management13,080$1,321 12/31/2019
     QUAL13,080$1,321 12/31/2019
Avestar Capital LLC13,085$1,321 12/31/2019
     QUAL13,085$1,321 12/31/2019
Rockefeller Capital Management L.P.12,987$1,312 12/31/2019
     QUAL12,987$1,312 12/31/2019
9258 Wealth Management LLC12,975$1,310 12/31/2019
     QUAL12,975$1,310 12/31/2019
Western Wealth Management LLC12,931$1,306 12/31/2019
     QUAL12,931$1,306 12/31/2019
Capital Asset Advisory Services LLC12,448$1,300 12/31/2019
     QUAL12,448$1,300 12/31/2019
Sigma Planning Corp12,776$1,290 12/31/2019
     QUAL12,776$1,290 12/31/2019
Ausdal Financial Partners Inc.12,585$1,290 12/31/2019
     QUAL12,585$1,290 12/31/2019
Hanlon Investment Management Inc.12,533$1,266 12/31/2019
     QUAL12,533$1,266 12/31/2019
Retirement Network12,508$1,263 12/31/2019
     QUAL12,508$1,263 12/31/2019
Creative Planning12,376$1,250 12/31/2019
     QUAL12,376$1,250 12/31/2019
Buckingham Asset Management LLC11,938$1,206 12/31/2019
     QUAL11,938$1,206 12/31/2019
Marino Stram & Associates LLC11,676$1,179 12/31/2019
     QUAL11,676$1,179 12/31/2019
Mirae Asset Global Investments Co. Ltd.11,600$1,172 12/31/2019
     QUAL11,600$1,172 12/31/2019
John W. Brooker & Co. CPAs11,348$1,146 12/31/2019
     QUAL11,348$1,146 12/31/2019
Element Pointe Advisors LLC11,303$1,142 12/31/2019
     QUAL11,303$1,142 12/31/2019
Oppenheimer Asset Management Inc.11,252$1,136 12/31/2019
     QUAL11,252$1,136 12/31/2019
Beacon Financial Advisory LLC10,981$1,109 12/31/2019
     QUAL10,981$1,109 12/31/2019
Moneda S.A. Administradora General de Fondos10,892$1,100 12/31/2019
     QUAL10,892$1,100 12/31/2019
Advisory Services Network LLC10,896$1,100 12/31/2019
     QUAL10,896$1,100 12/31/2019
KCM Investment Advisors LLC10,687$1,079 12/31/2019
     QUAL10,687$1,079 12/31/2019
Financial Insights Inc.10,649$1,076 12/31/2019
     QUAL10,649$1,076 12/31/2019
Brown Advisory Inc.10,575$1,068 12/31/2019
     QUAL10,575$1,068 12/31/2019
Kovack Advisors Inc.10,530$1,064 12/31/2019
     QUAL10,530$1,064 12/31/2019
Argent Trust Co10,421$1,052 12/31/2019
     QUAL10,421$1,052 12/31/2019
Financial Advocates Investment Management10,186$1,028 12/31/2019
     QUAL10,186$1,028 12/31/2019
Clearwater Capital Advisors LLC9,655$975 12/31/2019
     QUAL9,655$975 12/31/2019
Allianz Asset Management GmbH9,636$973 12/31/2019
     QUAL9,636$973 12/31/2019
Aveo Capital Partners LLC9,425$952 12/31/2019
     QUAL9,425$952 12/31/2019
Aspiriant LLC9,423$951 12/31/2019
     QUAL9,423$951 12/31/2019
Private Portfolio Partners LLC9,249$935 12/31/2019
     QUAL9,249$935 12/31/2019
BRYN MAWR TRUST Co9,220$931 12/31/2019
     QUAL9,220$931 12/31/2019
Perennial Investment Advisors LLC9,176$927 12/31/2019
     QUAL9,176$927 12/31/2019
Glenmede Trust Co. NA9,126$921 12/31/2019
     QUAL9,126$921 12/31/2019
Dynamic Advisor Solutions LLC9,021$911 12/31/2019
     QUAL9,021$911 12/31/2019
High Falls Advisors Inc8,827$892 12/31/2019
     QUAL8,827$892 12/31/2019
Csenge Advisory Group8,793$888 12/31/2019
     QUAL8,793$888 12/31/2019
EWG Elevate Inc.8,653$874 12/31/2019
     QUAL8,653$874 12/31/2019
Retirement Capital Strategies8,614$870 12/31/2019
     QUAL8,614$870 12/31/2019
Columbia Trust Co 010120168,615$870 12/31/2019
     QUAL8,615$870 12/31/2019
Wedbush Securities Inc.8,563$865 12/31/2019
     QUAL8,563$865 12/31/2019
RDA Financial Network8,222$843 12/31/2019
     QUAL8,222$843 12/31/2019
Aries Wealth Management8,149$827 12/31/2019
     QUAL8,149$827 12/31/2019
Wealth & Pension Services Group Inc.8,831$816 09/30/2019
     QUAL8,831$816 09/30/2019
Bogart Wealth LLC8,066$815 12/31/2019
     QUAL8,066$815 12/31/2019
Intl Fcstone Inc.8,004$808 12/31/2019
     QUAL8,004$808 12/31/2019
Patriot Financial Group Insurance Agency LLC7,875$795 12/31/2019
     QUAL7,875$795 12/31/2019
Mount Yale Investment Advisors LLC7,789$781 12/31/2019
     QUAL7,789$781 12/31/2019
XML Financial LLC7,614$769 12/31/2019
     QUAL7,614$769 12/31/2019
WJ Wealth Management LLC7,505$758 12/31/2019
     QUAL7,505$758 12/31/2019
Cabot Wealth Management Inc.7,419$749 12/31/2019
     QUAL7,419$749 12/31/2019
Financial Enhancement Group LLC7,388$746 12/31/2019
     QUAL7,388$746 12/31/2019
Lincoln National Corp7,323$740 12/31/2019
     QUAL7,323$740 12/31/2019
Virtue Capital Management LLC7,295$737 12/31/2019
     QUAL7,295$737 12/31/2019
Deutsche Bank AG7,270$734 12/31/2019
     QUAL7,270$734 12/31/2019
WealthPLAN Partners LLC6,958$731 12/31/2019
     QUAL6,958$731 12/31/2019
Exencial Wealth Advisors LLC7,213$729 12/31/2019
     QUAL7,213$729 12/31/2019
Van Hulzen Asset Management LLC6,966$704 12/31/2019
     QUAL6,966$704 12/31/2019
OLD Mission Capital LLC6,855$692 12/31/2019
     QUAL6,855$692 12/31/2019
Tuttle Tactical Management6,826$689 12/31/2019
     QUAL6,826$689 12/31/2019
Parcion Private Wealth LLC6,600$667 12/31/2019
     QUAL6,600$667 12/31/2019
Fernwood Investment Management LLC6,542$661 12/31/2019
     QUAL6,542$661 12/31/2019
Paulson Wealth Management Inc.6,322$661 12/31/2019
     QUAL6,322$661 12/31/2019
Summit Financial Wealth Advisors LLC6,437$653 12/31/2019
     QUAL6,437$653 12/31/2019
Comerica Bank6,321$648 12/31/2019
     QUAL6,321$648 12/31/2019
RFG Advisory LLC6,382$645 12/31/2019
     QUAL6,382$645 12/31/2019
Investors Financial Group LLC6,341$640 12/31/2019
     QUAL6,341$640 12/31/2019
Koshinski Asset Management Inc.6,338$639 12/31/2019
     QUAL6,338$639 12/31/2019
BOKF NA6,257$632 12/31/2019
     QUAL6,257$632 12/31/2019
IFG Advisory LLC6,098$615 12/31/2019
     QUAL6,098$615 12/31/2019
Ifrah Financial Services Inc.5,933$599 12/31/2019
     QUAL5,933$599 12/31/2019
Change Path LLC5,914$597 12/31/2019
     QUAL5,914$597 12/31/2019
Allen Capital Group LLC5,862$592 12/31/2019
     QUAL5,862$592 12/31/2019
Tranquility Partners LLC5,805$586 12/31/2019
     QUAL5,805$586 12/31/2019
Altfest L J & Co. Inc.5,680$574 12/31/2019
     QUAL5,680$574 12/31/2019
Lutz Financial Services LLC5,686$574 12/31/2019
     QUAL5,686$574 12/31/2019
Cetera Investment Advisers5,661$573 12/31/2019
     QUAL5,661$573 12/31/2019
Itau Unibanco Holding S.A.5,556$561 12/31/2019
     QUAL5,556$561 12/31/2019
J.W. Cole Advisors Inc.5,491$555 12/31/2019
     QUAL5,491$555 12/31/2019
FinTrust Capital Advisors LLC5,460$551 12/31/2019
     QUAL5,460$551 12/31/2019
Private Capital Group LLC5,457$551 12/31/2019
     QUAL5,457$551 12/31/2019
Townsquare Capital LLC5,730$550 09/30/2019
     QUAL5,730$550 09/30/2019
Trustcore Financial Services LLC5,241$529 12/31/2019
     QUAL5,241$529 12/31/2019
Raab & Moskowitz Asset Management LLC5,203$525 12/31/2019
     QUAL5,203$525 12/31/2019
Raymond James Trust N.A.5,175$523 12/31/2019
     QUAL5,175$523 12/31/2019
Financial Partners Group Inc5,065$518 12/31/2019
     QUAL5,065$518 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,914$513 12/31/2019
     QUAL4,914$513 12/31/2019
LexAurum Advisors LLC5,036$509 12/31/2019
     QUAL5,036$509 12/31/2019
Blair William & Co. IL4,927$498 12/31/2019
     QUAL4,927$498 12/31/2019
Institute for Wealth Management LLC.4,807$481 12/31/2019
     QUAL4,807$481 12/31/2019
Boston Trust Walden Corp4,727$477 12/31/2019
     QUAL4,727$477 12/31/2019
Parametric Portfolio Associates LLC4,700$475 12/31/2019
     QUAL4,700$475 12/31/2019
Honkamp Krueger Financial Services Inc.4,674$472 12/31/2019
     QUAL4,674$472 12/31/2019
Wellesley Investment Partners LLC4,515$456 12/31/2019
     QUAL4,515$456 12/31/2019
CMC Financial Group4,482$453 12/31/2019
     QUAL4,482$453 12/31/2019
Meristem Family Wealth LLC4,423$447 12/31/2019
     QUAL4,423$447 12/31/2019
Old North State Trust LLC4,384$443 12/31/2019
     QUAL4,384$443 12/31/2019
Capital Square LLC4,266$430 12/31/2019
     QUAL4,266$430 12/31/2019
Creative Financial Designs Inc. ADV4,205$428 12/31/2019
     QUAL4,205$428 12/31/2019
Biltmore Family Office LLC4,025$407 12/31/2019
     QUAL4,025$407 12/31/2019
Archford Capital Strategies LLC3,968$401 12/31/2019
     QUAL3,968$401 12/31/2019
USAdvisors Wealth Management LLC3,936$397 12/31/2019
     QUAL3,936$397 12/31/2019
Visionary Wealth Advisors3,925$396 12/31/2019
     QUAL3,925$396 12/31/2019
Aurum Wealth Management Group LLC3,906$395 12/31/2019
     QUAL3,906$395 12/31/2019
Resonant Capital Advisors LLC3,901$394 12/31/2019
     QUAL3,901$394 12/31/2019
Good Life Advisors LLC3,760$381 12/31/2019
     QUAL3,760$381 12/31/2019
G&S Capital LLC3,720$375 12/31/2019
     QUAL3,720$375 12/31/2019
Stearns Financial Services Group3,662$370 12/31/2019
     QUAL3,662$370 12/31/2019
Brown Brothers Harriman & Co.3,657$369 12/31/2019
     QUAL3,657$369 12/31/2019
Pensionmark Financial Group LLC3,648$368 12/31/2019
     QUAL3,648$368 12/31/2019
CIBC World Markets Inc.3,613$365 12/31/2019
     QUAL3,613$365 12/31/2019
Dorsey & Whitney Trust CO LLC3,498$353 12/31/2019
     QUAL3,498$353 12/31/2019
Harwood Advisory Group LLC3,494$353 12/31/2019
     QUAL3,494$353 12/31/2019
Pathstone Family Office LLC3,479$351 12/31/2019
     QUAL3,479$351 12/31/2019
OmniStar Financial Group Inc.3,443$348 12/31/2019
     QUAL3,443$348 12/31/2019
Stratos Wealth Advisors LLC3,432$347 12/31/2019
     QUAL3,432$347 12/31/2019
Regentatlantic Capital LLC3,424$346 12/31/2019
     QUAL3,424$346 12/31/2019
First National Trust Co3,425$346 12/31/2019
     QUAL3,425$346 12/31/2019
Crestwood Advisors Group LLC3,397$343 12/31/2019
     QUAL3,397$343 12/31/2019
Perigon Wealth Management LLC3,380$343 12/31/2019
     QUAL3,380$343 12/31/2019
Vontobel Swiss Wealth Advisors AG3,372$341 12/31/2019
     QUAL3,372$341 12/31/2019
Financial Sense Advisors Inc.3,308$334 12/31/2019
     QUAL3,308$334 12/31/2019
Integrated Capital Management Inc.3,313$334 12/31/2019
     QUAL3,313$334 12/31/2019
S&T Bank PA3,168$320 12/31/2019
     QUAL3,168$320 12/31/2019
Hochman Cole Investment Advisors Inc.3,120$315 12/31/2019
     QUAL3,120$315 12/31/2019
Signet Financial Management LLC3,008$304 12/31/2019
     QUAL3,008$304 12/31/2019
Pflug Koory LLC3,010$304 12/31/2019
     QUAL3,010$304 12/31/2019
Resources Investment Advisors LLC.2,981$301 12/31/2019
     QUAL2,981$301 12/31/2019
Beaumont Financial Partners LLC2,975$300 12/31/2019
     QUAL2,975$300 12/31/2019
Empire Life Investments Inc.2,969$300 12/31/2019
     QUAL2,969$300 12/31/2019
Jefferies Group LLC2,960$299 12/31/2019
     QUAL2,960$299 12/31/2019
Mayfair Advisory Group LLC2,915$294 12/31/2019
     QUAL2,915$294 12/31/2019
InterOcean Capital LLC2,844$287 12/31/2019
     QUAL2,844$287 12/31/2019
Corrado Advisors LLC2,817$285 12/31/2019
     QUAL2,817$285 12/31/2019
Accurate Investment Solutions Inc.2,752$278 12/31/2019
     QUAL2,752$278 12/31/2019
Savior LLC2,732$276 12/31/2019
     QUAL2,732$276 12/31/2019
Haverford Trust Co.2,705$273 12/31/2019
     QUAL2,705$273 12/31/2019
Armbruster Capital Management Inc.2,700$273 12/31/2019
     QUAL2,700$273 12/31/2019
Principal Financial Group Inc.2,682$271 12/31/2019
     QUAL2,682$271 12/31/2019
Parsons Capital Management Inc. RI2,620$265 12/31/2019
     QUAL2,620$265 12/31/2019
Regent Investment Management LLC2,605$263 12/31/2019
     QUAL2,605$263 12/31/2019
Lion Street Advisors LLC2,579$261 12/31/2019
     QUAL2,579$261 12/31/2019
RDL Financial Inc.2,540$257 12/31/2019
     QUAL2,540$257 12/31/2019
Acima Private Wealth LLC2,530$256 12/31/2019
     QUAL2,530$256 12/31/2019
Baker Ellis Asset Management LLC2,500$253 12/31/2019
     QUAL2,500$253 12/31/2019
Linscomb & Williams Inc.2,456$248 12/31/2019
     QUAL2,456$248 12/31/2019
Leuthold Group LLC2,436$246 12/31/2019
     QUAL2,436$246 12/31/2019
We Are One Seven LLC2,381$240 12/31/2019
     QUAL2,381$240 12/31/2019
Smithfield Trust Co.2,369$239 12/31/2019
     QUAL2,369$239 12/31/2019
V Wealth Advisors LLC2,593$239 12/31/2019
     QUAL2,593$239 12/31/2019
Schmidt P J Investment Management Inc.2,360$238 12/31/2019
     QUAL2,360$238 12/31/2019
Howard Financial Services LTD.2,318$234 12/31/2019
     QUAL2,318$234 12/31/2019
Goldman Sachs Group Inc.2,300$232 12/31/2019
     QUAL2,300$232 12/31/2019
Davidson Trust Co.2,305$232 12/31/2019
     QUAL2,305$232 12/31/2019
Greenleaf Trust2,300$232 12/31/2019
     QUAL2,300$232 12/31/2019
Efficient Wealth Management LLC2,292$231 12/31/2019
     QUAL2,292$231 12/31/2019
Dohj LLC2,288$231 12/31/2019
     QUAL2,288$231 12/31/2019
Nikulski Financial Inc.2,240$230 12/31/2019
     QUAL2,240$230 12/31/2019
JT Stratford LLC2,267$229 12/31/2019
     QUAL2,267$229 12/31/2019
EPG Wealth Management LLC2,271$229 12/31/2019
     QUAL2,271$229 12/31/2019
Edge Wealth Management LLC2,257$227 12/31/2019
     QUAL2,257$227 12/31/2019
B. Riley Wealth Management Inc.2,244$227 12/31/2019
     QUAL2,244$227 12/31/2019
Huntington National Bank2,211$224 12/31/2019
     QUAL2,211$224 12/31/2019
Cambridge Advisors Inc.2,210$223 12/31/2019
     QUAL2,210$223 12/31/2019
Petix & Botte Co2,169$219 12/31/2019
     QUAL2,169$219 12/31/2019
Valeo Financial Advisors LLC2,117$214 12/31/2019
     QUAL2,117$214 12/31/2019
WBH Advisory Inc.2,069$208 12/31/2019
     QUAL2,069$208 12/31/2019
Successful Portfolios LLC2,062$208 12/31/2019
     QUAL2,062$208 12/31/2019
Cardan Capital Partners LLC2,020$204 12/31/2019
     QUAL2,020$204 12/31/2019
Aspire Private Capital LLC2,018$204 12/31/2019
     QUAL2,018$204 12/31/2019
BTR Capital Management Inc.2,014$203 12/31/2019
     QUAL2,014$203 12/31/2019
Squar Milner Financial Services LLC1,977$199 12/31/2019
     QUAL1,977$199 12/31/2019
Global Trust Asset Management LLC1,954$197 12/31/2019
     QUAL1,954$197 12/31/2019
Benjamin F. Edwards & Company Inc.1,750$177 12/31/2019
     QUAL1,750$177 12/31/2019
Anfield Capital Management LLC1,543$157 12/31/2019
     QUAL1,543$157 12/31/2019
Clear Investment Research LLC1,528$154 12/31/2019
     QUAL1,528$154 12/31/2019
Coastal Investment Advisors Inc.1,523$150 12/31/2019
     QUAL1,523$150 12/31/2019
Tsfg LLC1,427$144 12/31/2019
     QUAL1,427$144 12/31/2019
CFM Wealth Partners LLC1,305$136 12/31/2019
     QUAL1,305$136 12/31/2019
Baldwin Brothers Inc. MA1,321$133 12/31/2019
     QUAL1,321$133 12/31/2019
Assetmark Inc.1,140$115 12/31/2019
     QUAL1,140$115 12/31/2019
Lenox Wealth Management Inc.1,018$103 12/31/2019
     QUAL1,018$103 12/31/2019
Balentine LLC1,050$97 09/30/2019
     QUAL1,050$97 09/30/2019
Heritage Wealth Advisors914$92 12/31/2019
     QUAL914$92 12/31/2019
Aptus Capital Advisors LLC898$90 12/31/2019
     QUAL898$90 12/31/2019
Jackson Grant Investment Advisers Inc.877$89 12/31/2019
     QUAL877$89 12/31/2019
Islay Capital Management LLC870$88 12/31/2019
     QUAL870$88 12/31/2019
Signaturefd LLC854$86 12/31/2019
     QUAL854$86 12/31/2019
CNB Bank843$85 12/31/2019
     QUAL843$85 12/31/2019
Advantage Investment Management LLC835$77 09/30/2019
     QUAL835$77 09/30/2019
Institutional & Family Asset Management LLC667$67 12/31/2019
     QUAL667$67 12/31/2019
First Manhattan Co.581$58 12/31/2019
     QUAL581$58 12/31/2019
First Personal Financial Services575$58 12/31/2019
     QUAL575$58 12/31/2019
Cabana LLC563$57 12/31/2019
     QUAL563$57 12/31/2019
Kings Point Capital Management500$51 12/31/2019
     QUAL500$51 12/31/2019
SRS Capital Advisors Inc.497$50 12/31/2019
     QUAL497$50 12/31/2019
Archer Investment Corp497$50 12/31/2019
     QUAL497$50 12/31/2019
Massmutual Trust Co. FSB ADV477$44 09/30/2019
     QUAL477$44 09/30/2019
Sandy Spring Bank430$43 12/31/2019
     QUAL430$43 12/31/2019
Cullen Frost Bankers Inc.416$42 12/31/2019
     QUAL416$42 12/31/2019
Whittier Trust Co. of Nevada Inc.368$37 12/31/2019
     QUAL368$37 12/31/2019
Vectors Research Management LLC370$37 12/31/2019
     QUAL370$37 12/31/2019
CENTRAL TRUST Co345$35 12/31/2019
     QUAL345$35 12/31/2019
Lehman & Derafelo Financial Resources LLC346$35 12/31/2019
     QUAL346$35 12/31/2019
Meeder Asset Management Inc.322$32 12/31/2019
     QUAL322$32 12/31/2019
Lloyd Advisory Services LLC.320$32 12/31/2019
     QUAL320$32 12/31/2019
Firestone Capital Management300$30 12/31/2019
     QUAL300$30 12/31/2019
Westwood Holdings Group Inc.263$27 12/31/2019
     QUAL263$27 12/31/2019
Mcmillion Capital Management Inc.260$26 12/31/2019
     QUAL260$26 12/31/2019
Braun Bostich & Associates Inc.246$25 12/31/2019
     QUAL246$25 12/31/2019
Evolution Wealth Advisors LLC250$25 12/31/2019
     QUAL250$25 12/31/2019
Wealthcare Capital Management LLC228$23 12/31/2019
     QUAL228$23 12/31/2019
Carmichael Hill & Associates Inc.213$22 12/31/2019
     QUAL213$22 12/31/2019
Arkadios Wealth Advisors178$19 12/31/2019
     QUAL178$19 12/31/2019
Motco179$18 12/31/2019
     QUAL179$18 12/31/2019
O Shaughnessy Asset Management LLC175$18 12/31/2019
     QUAL175$18 12/31/2019
Tobias Financial Advisors Inc.171$17 12/31/2019
     QUAL171$17 12/31/2019
Trust Co. of Vermont155$16 12/31/2019
     QUAL155$16 12/31/2019
Security National Trust Co.161$16 12/31/2019
     QUAL161$16 12/31/2019
Jacobi Capital Management LLC163$16 12/31/2019
     QUAL163$16 12/31/2019
Kayne Anderson Rudnick Investment Management LLC139$14 12/31/2019
     QUAL139$14 12/31/2019
JNBA Financial Advisors135$14 12/31/2019
     QUAL135$14 12/31/2019
Cordasco Financial Network128$13 12/31/2019
     QUAL128$13 12/31/2019
Winslow Evans & Crocker Inc.100$12 12/31/2019
     QUAL100$12 12/31/2019
Wealthcare Advisory Partners LLC98$10 12/31/2019
     QUAL98$10 12/31/2019
JFS Wealth Advisors LLC81$8 12/31/2019
     QUAL81$8 12/31/2019
Keebeck Wealth Management LLC85$8 12/31/2019
     QUAL85$8 12/31/2019
Duncker Streett & Co. Inc.72$7 12/31/2019
     QUAL72$7 12/31/2019
Spectrum Management Group Inc.72$7 12/31/2019
     QUAL72$7 12/31/2019
Front Row Advisors LLC59$6 12/31/2019
     QUAL59$6 12/31/2019
Psagot Investment House Ltd.48$5 12/31/2019
     QUAL48$5 12/31/2019
First Bank & Trust47$5 12/31/2019
     QUAL47$5 12/31/2019
Lindbrook Capital LLC40$4 12/31/2019
     QUAL40$4 12/31/2019
FSA Wealth Management LLC30$3 12/31/2019
     QUAL30$3 12/31/2019
Gemmer Asset Management LLC22$2 12/31/2019
     QUAL22$2 12/31/2019
Financial Architects Inc10$1 12/31/2019
     QUAL10$1 12/31/2019
Ellevest Inc.7$1 12/31/2019
     QUAL7$1 12/31/2019
Investors Research Corp12$1 12/31/2019
     QUAL12$1 12/31/2019

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

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