HoldingsChannel.com
Funds Holding SCHA
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.22,832,663$1,727,063 12/31/2019
     SCHA22,832,663$1,727,063 12/31/2019
Sei Investments Co.3,685,889$278,949 12/31/2019
     SCHA3,685,889$278,949 12/31/2019
Personal Capital Advisors Corp3,076,999$232,744 12/31/2019
     SCHA3,076,999$232,744 12/31/2019
Bank of America Corp DE1,562,872$118,217 12/31/2019
     SCHA1,562,872$118,217 12/31/2019
Charles Schwab Investment Management Inc.1,331,732$100,733 12/31/2019
     SCHA1,331,732$100,733 12/31/2019
Wealth Enhancement Advisory Services LLC1,061,424$80,284 12/31/2019
     SCHA1,061,424$80,284 12/31/2019
First Mercantile Trust Co.602,630$45,582 12/31/2019
     SCHA602,630$45,582 12/31/2019
Mariner LLC598,070$45,238 12/31/2019
     SCHA598,070$45,238 12/31/2019
Ameriprise Financial Inc.572,161$43,289 12/31/2019
     SCHA572,161$43,289 12/31/2019
Financial Engines Advisors L.L.C.486,037$36,763 12/31/2019
     SCHA486,037$36,763 12/31/2019
UBS Group AG483,738$36,590 12/31/2019
     SCHA483,738$36,590 12/31/2019
Ladenburg Thalmann Financial Services Inc.451,374$34,118 12/31/2019
     SCHA451,374$34,118 12/31/2019
Klingenstein Fields & Co. LLC428,165$32,386 12/31/2019
     SCHA428,165$32,386 12/31/2019
Mercer Global Advisors Inc. ADV423,653$32,045 12/31/2019
     SCHA423,653$32,045 12/31/2019
AJ Wealth Strategies LLC406,440$30,743 12/31/2019
     SCHA406,440$30,743 12/31/2019
United Capital Financial Advisers LLC399,911$30,249 12/31/2019
     SCHA399,911$30,249 12/31/2019
Gemmer Asset Management LLC381,242$28,837 12/31/2019
     SCHA381,242$28,837 12/31/2019
B & T Capital Management DBA Alpha Capital Management372,968$28,211 12/31/2019
     SCHA372,968$28,211 12/31/2019
LPL Financial LLC332,728$25,168 12/31/2019
     SCHA332,728$25,168 12/31/2019
Prime Capital Investment Advisors LLC332,452$25,147 12/31/2019
     SCHA332,452$25,147 12/31/2019
Filbrandt Wealth Management LLC300,615$22,738 12/31/2019
     SCHA300,615$22,738 12/31/2019
HighTower Advisors LLC275,184$20,822 12/31/2019
     SCHA275,184$20,822 12/31/2019
Evergreen Advisors LLC266,372$20,148 12/31/2019
     SCHA266,372$20,148 12/31/2019
Envestnet Asset Management Inc.257,818$19,501 12/31/2019
     SCHA257,818$19,501 12/31/2019
RKL Wealth Management LLC252,400$19,092 12/31/2019
     SCHA252,400$19,092 12/31/2019
Raymond James Financial Services Advisors Inc.243,819$18,443 12/31/2019
     SCHA243,819$18,443 12/31/2019
Enterprise Financial Services Corp238,789$18,063 12/31/2019
     SCHA238,789$18,063 12/31/2019
CWH Capital Management Inc.230,940$17,468 12/31/2019
     SCHA230,940$17,468 12/31/2019
BerganKDV Wealth Management LLC225,476$17,055 12/31/2019
     SCHA225,476$17,055 12/31/2019
Kohmann Bosshard Financial Services LLC225,182$17,033 12/31/2019
     SCHA225,182$17,033 12/31/2019
QS Investors LLC221,604$16,785 12/31/2019
     SCHA221,604$16,785 12/31/2019
Cambridge Investment Research Advisors Inc.216,718$16,393 12/31/2019
     SCHA216,718$16,393 12/31/2019
Marshall Financial Group Inc. ADV209,214$15,825 12/31/2019
     SCHA209,214$15,825 12/31/2019
Wealthspire Advisors L.P.207,571$15,701 12/31/2019
     SCHA207,571$15,701 12/31/2019
Lighthouse Financial Advisors Inc.203,684$15,406 12/31/2019
     SCHA203,684$15,406 12/31/2019
Creative Planning194,751$14,731 12/31/2019
     SCHA194,751$14,731 12/31/2019
Strategic Financial Planning Inc.191,837$14,511 12/31/2019
     SCHA191,837$14,511 12/31/2019
Financial Advisors LLC180,928$13,685 12/31/2019
     SCHA180,928$13,685 12/31/2019
Emery Howard Portfolio Management Inc.178,790$13,524 12/31/2019
     SCHA178,790$13,524 12/31/2019
Moneywise Inc.191,564$13,358 12/31/2019
     SCHA191,564$13,358 12/31/2019
BlueSky Wealth Advisors LLC176,390$13,337 12/31/2019
     SCHA176,390$13,337 12/31/2019
Marquette Asset Management LLC172,501$13,048 12/31/2019
     SCHA172,501$13,048 12/31/2019
Frontier Investment Mgmt Co.169,241$12,801 12/31/2019
     SCHA169,241$12,801 12/31/2019
Mokosak Advisory Group LLC168,755$12,778 12/31/2019
     SCHA168,755$12,778 12/31/2019
Rainey & Randall Investment Management Inc.166,912$12,625 12/31/2019
     SCHA166,912$12,625 12/31/2019
Visionary Wealth Advisors162,517$12,293 12/31/2019
     SCHA162,517$12,293 12/31/2019
First National Corp MA ADV162,334$12,279 12/31/2019
     SCHA162,334$12,279 12/31/2019
ProVise Management Group LLC152,858$11,562 12/31/2019
     SCHA152,858$11,562 12/31/2019
Summit Financial Strategies Inc.151,253$11,441 12/31/2019
     SCHA151,253$11,441 12/31/2019
Burt Wealth Advisors142,975$10,815 12/31/2019
     SCHA142,975$10,815 12/31/2019
Apollon Wealth Management LLC139,580$10,583 12/31/2019
     SCHA139,580$10,583 12/31/2019
Bouchey Financial Group Ltd137,122$10,372 12/31/2019
     SCHA137,122$10,372 12/31/2019
SVA Wealth Management LLC136,493$10,324 12/31/2019
     SCHA136,493$10,324 12/31/2019
Morgan Stanley135,144$10,222 12/31/2019
     SCHA135,144$10,222 12/31/2019
Captrust Financial Advisors134,959$10,222 12/31/2019
     SCHA134,959$10,222 12/31/2019
Ascension Capital Advisors Inc.134,128$10,145 12/31/2019
     SCHA134,128$10,145 12/31/2019
Pacific Edge Advisors LLC134,085$10,142 12/31/2019
     SCHA134,085$10,142 12/31/2019
Black Diamond Financial LLC132,487$10,021 12/31/2019
     SCHA132,487$10,021 12/31/2019
Bangor Savings Bank132,136$9,995 12/31/2019
     SCHA132,136$9,995 12/31/2019
Parametric Portfolio Associates LLC130,725$9,888 12/31/2019
     SCHA130,725$9,888 12/31/2019
Thrivent Financial for Lutherans130,571$9,877 12/31/2019
     SCHA130,571$9,877 12/31/2019
Domani Wealth LLC129,374$9,786 12/31/2019
     SCHA129,374$9,786 12/31/2019
Aurum Wealth Management Group LLC127,435$9,639 12/31/2019
     SCHA127,435$9,639 12/31/2019
Asset Dedication LLC127,285$9,636 12/31/2019
     SCHA127,285$9,636 12/31/2019
Northwestern Mutual Wealth Management Co.125,150$9,466 12/31/2019
     SCHA125,150$9,466 12/31/2019
Northwest Investment Counselors LLC124,657$9,429 12/31/2019
     SCHA124,657$9,429 12/31/2019
St. Johns Investment Management Company LLC122,102$9,236 12/31/2019
     SCHA122,102$9,236 12/31/2019
North Star Asset Management Inc.119,991$9,076 12/31/2019
     SCHA119,991$9,076 12/31/2019
Starfire Investment Advisers Inc.119,982$9,075 12/31/2019
     SCHA119,982$9,075 12/31/2019
Buckingham Capital Management Inc.119,915$9,070 12/31/2019
     SCHA119,915$9,070 12/31/2019
Meridian Management Co.117,685$8,902 12/31/2019
     SCHA117,685$8,902 12/31/2019
Tatro Capital LLC113,725$8,602 12/31/2019
     SCHA113,725$8,602 12/31/2019
Advisory Alpha LLC111,593$8,455 12/31/2019
     SCHA111,593$8,455 12/31/2019
Truist Financial Corp111,284$8,417 12/31/2019
     SCHA111,284$8,417 12/31/2019
Tradewinds Capital Management LLC110,056$8,325 12/31/2019
     SCHA110,056$8,325 12/31/2019
MUFG Americas Holdings Corp107,657$8,143 12/31/2019
     SCHA107,657$8,143 12/31/2019
Stony Point Wealth Management Inc.106,138$8,028 12/31/2019
     SCHA106,138$8,028 12/31/2019
Patriot Investment Management Inc.105,657$7,991 12/31/2019
     SCHA105,657$7,991 12/31/2019
Lee Financial Co104,418$7,898 12/31/2019
     SCHA104,418$7,898 12/31/2019
Wooster Corthell Wealth Management Inc.103,506$7,829 12/31/2019
     SCHA103,506$7,829 12/31/2019
Resources Investment Advisors LLC.103,454$7,825 12/31/2019
     SCHA103,454$7,825 12/31/2019
Valley National Advisers Inc.103,429$7,823 12/31/2019
     SCHA103,429$7,823 12/31/2019
Appleton Group LLC103,134$7,801 12/31/2019
     SCHA103,134$7,801 12/31/2019
Matrix Trust Co102,277$7,736 12/31/2019
     SCHA102,277$7,736 12/31/2019
BB&T Securities LLC110,302$7,689 09/30/2019
     SCHA110,302$7,689 09/30/2019
Sequoia Financial Advisors LLC100,449$7,598 12/31/2019
     SCHA100,449$7,598 12/31/2019
Summit Wealth & Retirement Planning Inc.96,823$7,324 12/31/2019
     SCHA96,823$7,324 12/31/2019
Confluence Wealth Management LLC94,259$7,130 12/31/2019
     SCHA94,259$7,130 12/31/2019
Clearwater Capital Advisors LLC93,840$7,098 12/31/2019
     SCHA93,840$7,098 12/31/2019
Cobblestone Capital Advisors LLC NY93,362$7,062 12/31/2019
     SCHA93,362$7,062 12/31/2019
Curbstone Financial Management Corp91,940$6,954 12/31/2019
     SCHA91,940$6,954 12/31/2019
Next Capital Management LLC90,899$6,876 12/31/2019
     SCHA90,899$6,876 12/31/2019
Towercrest Capital Management86,347$6,532 12/31/2019
     SCHA86,347$6,532 12/31/2019
Alliance Wealth Management Group86,346$6,531 12/31/2019
     SCHA86,346$6,531 12/31/2019
Friedenthal Financial85,462$6,464 12/31/2019
     SCHA85,462$6,464 12/31/2019
Royal Bank of Canada84,701$6,406 12/31/2019
     SCHA84,701$6,406 12/31/2019
Salem Investment Counselors Inc.84,565$6,396 12/31/2019
     SCHA84,565$6,396 12/31/2019
Moisand Fitzgerald Tamayo LLC84,109$6,362 12/31/2019
     SCHA84,109$6,362 12/31/2019
Sage Financial Group Inc.83,189$6,292 12/31/2019
     SCHA83,189$6,292 12/31/2019
Grimes & Company Inc.80,296$6,074 12/31/2019
     SCHA80,296$6,074 12/31/2019
Ironwood Wealth Management LLC.78,723$5,955 12/31/2019
     SCHA78,723$5,955 12/31/2019
Jane Street Group LLC77,891$5,892 12/31/2019
     SCHA77,891$5,892 12/31/2019
Wells Fargo & Company MN76,103$5,757 12/31/2019
     SCHA76,103$5,757 12/31/2019
Parsec Financial Management Inc.73,671$5,572 12/31/2019
     SCHA73,671$5,572 12/31/2019
Commonwealth Equity Services LLC73,407$5,552 12/31/2019
     SCHA73,407$5,552 12/31/2019
IFP Advisors Inc72,702$5,516 12/31/2019
     SCHA72,702$5,516 12/31/2019
Newman Dignan & Sheerar Inc.69,353$5,246 12/31/2019
     SCHA69,353$5,246 12/31/2019
AdvisorNet Financial Inc69,018$5,221 12/31/2019
     SCHA69,018$5,221 12/31/2019
Exchange Capital Management Inc.67,770$5,126 12/31/2019
     SCHA67,770$5,126 12/31/2019
Summit Place Financial Advisors LLC66,927$5,062 12/31/2019
     SCHA66,927$5,062 12/31/2019
Blue Bell Private Wealth Management LLC65,810$4,978 12/31/2019
     SCHA65,810$4,978 12/31/2019
Radnor Financial Advisors LLC65,334$4,942 12/31/2019
     SCHA65,334$4,942 12/31/2019
Omega Financial Group LLC64,661$4,891 12/31/2019
     SCHA64,661$4,891 12/31/2019
Sharkey Howes & Javer64,633$4,889 12/31/2019
     SCHA64,633$4,889 12/31/2019
Vista Private Wealth Partners. LLC64,546$4,889 12/31/2019
     SCHA64,546$4,889 12/31/2019
Pinnacle Advisory Group Inc.63,436$4,798 12/31/2019
     SCHA63,436$4,798 12/31/2019
Appleton Partners Inc. MA63,288$4,787 12/31/2019
     SCHA63,288$4,787 12/31/2019
Holistic Financial Partners62,309$4,713 12/31/2019
     SCHA62,309$4,713 12/31/2019
Courage Miller Partners LLC61,049$4,618 12/31/2019
     SCHA61,049$4,618 12/31/2019
Bailard Inc.60,798$4,599 12/31/2019
     SCHA60,798$4,599 12/31/2019
QCI Asset Management Inc. NY58,888$4,454 12/31/2019
     SCHA58,888$4,454 12/31/2019
Whitnell & Co.57,895$4,379 12/31/2019
     SCHA57,895$4,379 12/31/2019
HBK Sorce Advisory LLC56,593$4,281 12/31/2019
     SCHA56,593$4,281 12/31/2019
Private Advisor Group LLC56,503$4,274 12/31/2019
     SCHA56,503$4,274 12/31/2019
Relaxing Retirement Coach56,014$4,234 12/31/2019
     SCHA56,014$4,234 12/31/2019
Madden Advisory Services Inc.55,718$4,214 12/31/2019
     SCHA55,718$4,214 12/31/2019
Sculati Wealth Management LLC55,534$4,201 12/31/2019
     SCHA55,534$4,201 12/31/2019
First Hawaiian Bank54,967$4,158 12/31/2019
     SCHA54,967$4,158 12/31/2019
Cooper Haims Advisors LLC53,962$4,082 12/31/2019
     SCHA53,962$4,082 12/31/2019
Kavar Capital Partners LLC52,692$3,986 12/31/2019
     SCHA52,692$3,986 12/31/2019
Shine Investment Advisory Services Inc.51,022$3,859 12/31/2019
     SCHA51,022$3,859 12/31/2019
Planning Alternatives Ltd. ADV50,813$3,843 12/31/2019
     SCHA50,813$3,843 12/31/2019
HHM Wealth Advisors LLC49,316$3,730 12/31/2019
     SCHA49,316$3,730 12/31/2019
Krilogy Financial LLC49,256$3,726 12/31/2019
     SCHA49,256$3,726 12/31/2019
Citadel Advisors LLC48,491$3,668 12/31/2019
     SCHA48,491$3,668 12/31/2019
First Allied Advisory Services Inc.47,978$3,637 12/31/2019
     SCHA47,978$3,637 12/31/2019
MCF Advisors LLC47,996$3,630 12/31/2019
     SCHA47,996$3,630 12/31/2019
Carolina Wealth Advisors LLC47,995$3,630 12/31/2019
     SCHA47,995$3,630 12/31/2019
Element Wealth LLC46,724$3,534 12/31/2019
     SCHA46,724$3,534 12/31/2019
BCS Wealth Management46,269$3,500 12/31/2019
     SCHA46,269$3,500 12/31/2019
Riversedge Advisors LLC45,800$3,464 12/31/2019
     SCHA45,800$3,464 12/31/2019
Advisory Services Network LLC44,966$3,401 12/31/2019
     SCHA44,966$3,401 12/31/2019
Independent Advisor Alliance44,877$3,395 12/31/2019
     SCHA44,877$3,395 12/31/2019
Lutz Financial Services LLC44,597$3,373 12/31/2019
     SCHA44,597$3,373 12/31/2019
John W. Brooker & Co. CPAs44,563$3,371 12/31/2019
     SCHA44,563$3,371 12/31/2019
Principle Wealth Partners LLC44,336$3,354 12/31/2019
     SCHA44,336$3,354 12/31/2019
Shorepoint Capital Partners LLC44,144$3,339 12/31/2019
     SCHA44,144$3,339 12/31/2019
Burleson & Company LLC43,457$3,325 12/31/2019
     SCHA43,457$3,325 12/31/2019
Nikulski Financial Inc.43,982$3,293 12/31/2019
     SCHA43,982$3,293 12/31/2019
Charles Schwab Trust Co43,506$3,291 12/31/2019
     SCHA43,506$3,291 12/31/2019
FormulaFolio Investments LLC42,677$3,228 12/31/2019
     SCHA42,677$3,228 12/31/2019
SeaCrest Wealth Management LLC42,650$3,226 12/31/2019
     SCHA42,650$3,226 12/31/2019
Strategic Family Wealth Counselors L.L.C.42,141$3,188 12/31/2019
     SCHA42,141$3,188 12/31/2019
Asset Management Group Inc.42,087$3,183 12/31/2019
     SCHA42,087$3,183 12/31/2019
Financial Advisory Service Inc.41,938$3,172 12/31/2019
     SCHA41,938$3,172 12/31/2019
Parallel Advisors LLC41,668$3,152 12/31/2019
     SCHA41,668$3,152 12/31/2019
Chesapeake Wealth Management41,541$3,142 12/31/2019
     SCHA41,541$3,142 12/31/2019
Cahill Financial Advisors Inc.40,559$3,068 12/31/2019
     SCHA40,559$3,068 12/31/2019
Private Capital Management LLC43,685$3,046 12/31/2019
     SCHA43,685$3,046 12/31/2019
Koshinski Asset Management Inc.40,294$3,043 12/31/2019
     SCHA40,294$3,043 12/31/2019
IMA Wealth Inc.39,346$2,976 12/31/2019
     SCHA39,346$2,976 12/31/2019
Laurel Wealth Advisors Inc.39,093$2,957 12/31/2019
     SCHA39,093$2,957 12/31/2019
JFS Wealth Advisors LLC38,487$2,911 12/31/2019
     SCHA38,487$2,911 12/31/2019
Joseph P. Lucia & Associates LLC38,478$2,910 12/31/2019
     SCHA38,478$2,910 12/31/2019
Family Firm Inc.38,404$2,905 12/31/2019
     SCHA38,404$2,905 12/31/2019
Sunbelt Securities Inc.38,393$2,904 12/31/2019
     SCHA38,393$2,904 12/31/2019
PrairieView Partners LLC38,214$2,890 12/31/2019
     SCHA38,214$2,890 12/31/2019
Garrison Asset Management LLC38,044$2,878 12/31/2019
     SCHA38,044$2,878 12/31/2019
C M Bidwell & Associates Ltd.37,839$2,862 12/31/2019
     SCHA37,839$2,862 12/31/2019
Evermay Wealth Management LLC37,753$2,856 12/31/2019
     SCHA37,753$2,856 12/31/2019
Arbor Trust Wealth Advisors LLC37,644$2,847 12/31/2019
     SCHA37,644$2,847 12/31/2019
Brand Asset Management Group Inc.37,017$2,800 12/31/2019
     SCHA37,017$2,800 12/31/2019
Smithbridge Asset Management Inc. DE35,971$2,721 12/31/2019
     SCHA35,971$2,721 12/31/2019
Moneta Group Investment Advisors LLC35,418$2,679 12/31/2019
     SCHA35,418$2,679 12/31/2019
Game Plan Financial Advisors LLC35,141$2,658 12/31/2019
     SCHA35,141$2,658 12/31/2019
Schneider Downs Wealth Management Advisors LP35,057$2,652 12/31/2019
     SCHA35,057$2,652 12/31/2019
Johnson Investment Counsel Inc.34,736$2,627 12/31/2019
     SCHA34,736$2,627 12/31/2019
Newport Wealth Strategies Inc.34,580$2,604 12/31/2019
     SCHA34,580$2,604 12/31/2019
Leavell Investment Management Inc.34,130$2,582 12/31/2019
     SCHA34,130$2,582 12/31/2019
Providence Wealth Advisors LLC33,196$2,516 12/31/2019
     SCHA33,196$2,516 12/31/2019
Almanack Investment Partners LLC.33,210$2,512 12/31/2019
     SCHA33,210$2,512 12/31/2019
Hurlow Wealth Management Group Inc.32,875$2,505 12/31/2019
     SCHA32,875$2,505 12/31/2019
Community Bank N.A.32,737$2,476 12/31/2019
     SCHA32,737$2,476 12/31/2019
LeJeune Puetz Investment Counsel LLC32,544$2,462 12/31/2019
     SCHA32,544$2,462 12/31/2019
Segall Bryant & Hamill LLC32,389$2,450 12/31/2019
     SCHA32,389$2,450 12/31/2019
Columbus Macro LLC32,170$2,433 12/31/2019
     SCHA32,170$2,433 12/31/2019
Chilton Capital Management LLC32,105$2,428 12/31/2019
     SCHA32,105$2,428 12/31/2019
Tower Research Capital LLC TRC 31,975$2,419 12/31/2019
     SCHA31,975$2,419 12/31/2019
Cohen Klingenstein LLC31,320$2,369 12/31/2019
     SCHA31,320$2,369 12/31/2019
Carmichael Hill & Associates Inc.30,880$2,336 12/31/2019
     SCHA30,880$2,336 12/31/2019
Aprio Wealth Management LLC30,000$2,269 12/31/2019
     SCHA30,000$2,269 12/31/2019
Fagan Associates Inc.29,956$2,266 12/31/2019
     SCHA29,956$2,266 12/31/2019
Hudock Capital Group LLC29,865$2,262 12/31/2019
     SCHA29,865$2,262 12/31/2019
Bartlett & Co. LLC32,435$2,262 09/30/2019
     SCHA32,435$2,262 09/30/2019
Lakeview Capital Partners LLC29,655$2,243 12/31/2019
     SCHA29,655$2,243 12/31/2019
Garde Capital Inc.29,152$2,205 12/31/2019
     SCHA29,152$2,205 12/31/2019
American Investment Services Inc.28,844$2,182 12/31/2019
     SCHA28,844$2,182 12/31/2019
Leisure Capital Management28,837$2,181 12/31/2019
     SCHA28,837$2,181 12/31/2019
Modus Advisors LLC28,657$2,168 12/31/2019
     SCHA28,657$2,168 12/31/2019
Legacy Wealth Management Inc28,609$2,164 12/31/2019
     SCHA28,609$2,164 12/31/2019
Beacon Pointe Advisors LLC28,572$2,158 12/31/2019
     SCHA28,572$2,158 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC28,505$2,156 12/31/2019
     SCHA28,505$2,156 12/31/2019
Fiera Capital Corp28,409$2,149 12/31/2019
     SCHA28,409$2,149 12/31/2019
Meridian Wealth Management LLC28,413$2,149 12/31/2019
     SCHA28,413$2,149 12/31/2019
Mission Wealth Management LP28,196$2,133 12/31/2019
     SCHA28,196$2,133 12/31/2019
Providence First Trust Co28,006$2,118 12/31/2019
     SCHA28,006$2,118 12/31/2019
Foster Victor Wealth Advisors LLC27,845$2,101 12/31/2019
     SCHA27,845$2,101 12/31/2019
Ballast Advisors LLC27,678$2,094 12/31/2019
     SCHA27,678$2,094 12/31/2019
Cantor Fitzgerald Investment Adviser L.P.27,115$2,051 12/31/2019
     SCHA27,115$2,051 12/31/2019
Wealthsource Partners LLC27,003$2,043 12/31/2019
     SCHA27,003$2,043 12/31/2019
MAI Capital Management26,681$2,018 12/31/2019
     SCHA26,681$2,018 12/31/2019
Market Street Wealth Management Advisors LLC26,397$1,997 12/31/2019
     SCHA26,397$1,997 12/31/2019
Alesco Advisors LLC26,340$1,992 12/31/2019
     SCHA26,340$1,992 12/31/2019
SNS Financial Group LLC26,219$1,983 12/31/2019
     SCHA26,219$1,983 12/31/2019
Summit Asset Management LLC26,011$1,967 12/31/2019
     SCHA26,011$1,967 12/31/2019
Valmark Advisers Inc.25,899$1,959 12/31/2019
     SCHA25,899$1,959 12/31/2019
Savant Capital LLC25,550$1,933 12/31/2019
     SCHA25,550$1,933 12/31/2019
EWG Elevate Inc.25,269$1,911 12/31/2019
     SCHA25,269$1,911 12/31/2019
D.B. Root & Company LLC24,410$1,846 12/31/2019
     SCHA24,410$1,846 12/31/2019
Cabot Wealth Management Inc.24,358$1,842 12/31/2019
     SCHA24,358$1,842 12/31/2019
Strategic Capital Advisers Inc.24,356$1,842 12/31/2019
     SCHA24,356$1,842 12/31/2019
Mayfair Advisory Group LLC24,219$1,832 12/31/2019
     SCHA24,219$1,832 12/31/2019
Access Financial Services Inc.24,174$1,829 12/31/2019
     SCHA24,174$1,829 12/31/2019
Provident Wealth Management LLC24,111$1,824 12/31/2019
     SCHA24,111$1,824 12/31/2019
Global Strategic Investment Solutions LLC23,967$1,813 12/31/2019
     SCHA23,967$1,813 12/31/2019
Diligent Investors LLC23,859$1,805 12/31/2019
     SCHA23,859$1,805 12/31/2019
IndexIQ Advisors LLC23,829$1,803 12/31/2019
     SCHA23,829$1,803 12/31/2019
Baldrige Asset Management LLC23,665$1,790 12/31/2019
     SCHA23,665$1,790 12/31/2019
Alpha Omega Wealth Management LLC23,512$1,778 12/31/2019
     SCHA23,512$1,778 12/31/2019
Cary Street Partner Investment Advisory LLC23,261$1,759 12/31/2019
     SCHA23,261$1,759 12/31/2019
Lionsbridge Wealth Management LLC23,331$1,759 12/31/2019
     SCHA23,331$1,759 12/31/2019
Broadleaf Partners LLC23,181$1,753 12/31/2019
     SCHA23,181$1,753 12/31/2019
Jones Financial Companies Lllp22,716$1,718 12/31/2019
     SCHA22,716$1,718 12/31/2019
Pinnacle Associates Ltd.22,329$1,689 12/31/2019
     SCHA22,329$1,689 12/31/2019
Gradient Capital Advisors LLC22,219$1,681 12/31/2019
     SCHA22,219$1,681 12/31/2019
FCA Corp TX22,143$1,675 12/31/2019
     SCHA22,143$1,675 12/31/2019
Ironwood Financial llc21,896$1,656 12/31/2019
     SCHA21,896$1,656 12/31/2019
Texas Yale Capital Corp.21,652$1,638 12/31/2019
     SCHA21,652$1,638 12/31/2019
WBH Advisory Inc.21,579$1,632 12/31/2019
     SCHA21,579$1,632 12/31/2019
MML Investors Services LLC21,443$1,622 12/31/2019
     SCHA21,443$1,622 12/31/2019
Gainplan LLC21,360$1,616 12/31/2019
     SCHA21,360$1,616 12/31/2019
Creegan & Nassoura Financial Group LLC21,340$1,614 12/31/2019
     SCHA21,340$1,614 12/31/2019
Elmwood Wealth Management Inc.21,246$1,607 12/31/2019
     SCHA21,246$1,607 12/31/2019
Lincoln Capital Corp20,965$1,586 12/31/2019
     SCHA20,965$1,586 12/31/2019
Mainstay Capital Management LLC ADV20,948$1,585 12/31/2019
     SCHA20,948$1,585 12/31/2019
Nicollet Investment Management Inc.20,887$1,580 12/31/2019
     SCHA20,887$1,580 12/31/2019
McAdam LLC20,870$1,579 12/31/2019
     SCHA20,870$1,579 12/31/2019
Pacific Wealth Strategies Group Inc.20,744$1,569 12/31/2019
     SCHA20,744$1,569 12/31/2019
Centric Wealth Management20,383$1,542 12/31/2019
     SCHA20,383$1,542 12/31/2019
Cetera Advisor Networks LLC20,346$1,539 12/31/2019
     SCHA20,346$1,539 12/31/2019
One Capital Management LLC20,017$1,514 12/31/2019
     SCHA20,017$1,514 12/31/2019
Condor Capital Management19,839$1,501 12/31/2019
     SCHA19,839$1,501 12/31/2019
Managed Account Services Inc.19,787$1,496 12/31/2019
     SCHA19,787$1,496 12/31/2019
Asset Advisors Investment Management LLC19,623$1,494 12/31/2019
     SCHA19,623$1,494 12/31/2019
Valicenti Advisory Services Inc.19,573$1,481 12/31/2019
     SCHA19,573$1,481 12/31/2019
Barnett & Company Inc.19,552$1,479 12/31/2019
     SCHA19,552$1,479 12/31/2019
Bank of Montreal Can19,409$1,468 12/31/2019
     SCHA19,409$1,468 12/31/2019
Kingsview Wealth Management LLC19,254$1,456 12/31/2019
     SCHA19,254$1,456 12/31/2019
YorkBridge Wealth Partners LLC19,216$1,453 12/31/2019
     SCHA19,216$1,453 12/31/2019
Genesee Capital Advisors LLC19,182$1,450 12/31/2019
     SCHA19,182$1,450 12/31/2019
Strategic Financial Services Inc 19,145$1,448 12/31/2019
     SCHA19,145$1,448 12/31/2019
Fulton Breakefield Broenniman LLC18,550$1,403 12/31/2019
     SCHA18,550$1,403 12/31/2019
Investors Research Corp18,384$1,391 12/31/2019
     SCHA18,384$1,391 12/31/2019
Pinnacle Family Advisors LLC18,073$1,367 12/31/2019
     SCHA18,073$1,367 12/31/2019
Stordahl Capital Management Inc.17,952$1,358 12/31/2019
     SCHA17,952$1,358 12/31/2019
Colony Group LLC17,932$1,356 12/31/2019
     SCHA17,932$1,356 12/31/2019
Arcus Capital Partners LLC17,877$1,352 12/31/2019
     SCHA17,877$1,352 12/31/2019
Strategic Wealth Advisors Group LLC17,836$1,349 12/31/2019
     SCHA17,836$1,349 12/31/2019
Putnam FL Investment Management Co.17,799$1,346 12/31/2019
     SCHA17,799$1,346 12/31/2019
Chevy Chase Trust Holdings Inc.17,715$1,340 12/31/2019
     SCHA17,715$1,340 12/31/2019
Pittenger & Anderson Inc.17,372$1,314 12/31/2019
     SCHA17,372$1,314 12/31/2019
CIBC Private Wealth Group LLC17,241$1,304 12/31/2019
     SCHA17,241$1,304 12/31/2019
Integrated Advisors Network LLC17,164$1,298 12/31/2019
     SCHA17,164$1,298 12/31/2019
Cypress Wealth Services LLC17,080$1,292 12/31/2019
     SCHA17,080$1,292 12/31/2019
Madison Wealth Management17,039$1,289 12/31/2019
     SCHA17,039$1,289 12/31/2019
Berkshire Asset Management LLC PA17,027$1,288 12/31/2019
     SCHA17,027$1,288 12/31/2019
Capital Insight Partners LLC16,987$1,285 12/31/2019
     SCHA16,987$1,285 12/31/2019
Bristlecone Advisors LLC16,984$1,285 12/31/2019
     SCHA16,984$1,285 12/31/2019
Landmark Financial Advisors LLC16,696$1,278 12/31/2019
     SCHA16,696$1,278 12/31/2019
Whittier Trust Co. of Nevada Inc.16,798$1,270 12/31/2019
     SCHA16,798$1,270 12/31/2019
Aspen Investment Management Inc16,461$1,245 12/31/2019
     SCHA16,461$1,245 12/31/2019
Wisconsin Capital Management LLC16,400$1,240 12/31/2019
     SCHA16,400$1,240 12/31/2019
Patton Albertson Miller Group LLC16,346$1,236 12/31/2019
     SCHA16,346$1,236 12/31/2019
Sentinel Pension Advisors Inc.16,340$1,236 12/31/2019
     SCHA16,340$1,236 12/31/2019
Pinnacle Wealth Management Advisory Group LLC16,167$1,223 12/31/2019
     SCHA16,167$1,223 12/31/2019
BlackRock Inc.16,139$1,221 12/31/2019
     SCHA16,139$1,221 12/31/2019
Harborview Advisors LLC16,065$1,215 12/31/2019
     SCHA16,065$1,215 12/31/2019
Stratos Wealth Advisors LLC15,927$1,205 12/31/2019
     SCHA15,927$1,205 12/31/2019
Jackson Hole Capital Partners LLC15,900$1,203 12/31/2019
     SCHA15,900$1,203 12/31/2019
GPM Growth Investors Inc.15,870$1,200 12/31/2019
     SCHA15,870$1,200 12/31/2019
Allen Capital Group LLC15,789$1,194 12/31/2019
     SCHA15,789$1,194 12/31/2019
Palisade Asset Management LLC15,775$1,193 12/31/2019
     SCHA15,775$1,193 12/31/2019
CWM LLC15,656$1,184 12/31/2019
     SCHA15,656$1,184 12/31/2019
Cedar Wealth Management LLC15,557$1,177 12/31/2019
     SCHA15,557$1,177 12/31/2019
MADDEN SECURITIES Corp15,520$1,177 12/31/2019
     SCHA15,520$1,177 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management15,543$1,176 12/31/2019
     SCHA15,543$1,176 12/31/2019
Boltwood Capital Management15,545$1,176 12/31/2019
     SCHA15,545$1,176 12/31/2019
Advisor Group Inc.15,452$1,169 12/31/2019
     SCHA15,452$1,169 12/31/2019
Bigelow Investment Advisors LLC15,154$1,146 12/31/2019
     SCHA15,154$1,146 12/31/2019
First Republic Investment Management Inc.15,090$1,141 12/31/2019
     SCHA15,090$1,141 12/31/2019
Roundview Capital LLC14,901$1,127 12/31/2019
     SCHA14,901$1,127 12/31/2019
361 Capital LLC14,887$1,126 12/31/2019
     SCHA14,887$1,126 12/31/2019
Cambridge Advisors Inc.14,859$1,124 12/31/2019
     SCHA14,859$1,124 12/31/2019
Perigon Wealth Management LLC14,873$1,123 12/31/2019
     SCHA14,873$1,123 12/31/2019
Ausdal Financial Partners Inc.14,953$1,120 12/31/2019
     SCHA14,953$1,120 12/31/2019
Brightworth14,727$1,114 12/31/2019
     SCHA14,727$1,114 12/31/2019
Avantax Advisory Services Inc.14,604$1,107 12/31/2019
     SCHA14,604$1,107 12/31/2019
Mengis Capital Management Inc.14,309$1,082 12/31/2019
     SCHA14,309$1,082 12/31/2019
Susquehanna International Group LLP $1,070 12/31/2019
     Call13,200$998 12/31/2019
     SCHA4,451$337 12/31/2019
     Put3,500$265 12/31/2019
LVW Advisors LLC14,146$1,070 12/31/2019
     SCHA14,146$1,070 12/31/2019
Duncker Streett & Co. Inc.13,855$1,048 12/31/2019
     SCHA13,855$1,048 12/31/2019
Wakefield Asset Management LLLP13,591$1,028 12/31/2019
     SCHA13,591$1,028 12/31/2019
Edge Capital Group LLC13,544$1,024 12/31/2019
     SCHA13,544$1,024 12/31/2019
Intl Fcstone Inc.13,456$1,018 12/31/2019
     SCHA13,456$1,018 12/31/2019
Your Advocates Ltd. LLP13,426$1,016 12/31/2019
     SCHA13,426$1,016 12/31/2019
Belpointe Asset Management LLC13,356$1,010 12/31/2019
     SCHA13,356$1,010 12/31/2019
Astoria Strategic Wealth Inc.13,367$1,009 12/31/2019
     SCHA13,367$1,009 12/31/2019
Armor Investment Advisors LLC13,230$1,001 12/31/2019
     SCHA13,230$1,001 12/31/2019
Simon Quick Advisors LLC13,051$987 12/31/2019
     SCHA13,051$987 12/31/2019
Ieq Capital LLC12,792$968 12/31/2019
     SCHA12,792$968 12/31/2019
Asset Planning Services Inc. LA ADV12,785$967 12/31/2019
     SCHA12,785$967 12/31/2019
BLB&B Advisors LLC12,655$957 12/31/2019
     SCHA12,655$957 12/31/2019
CVA Family Office LLC12,581$952 12/31/2019
     SCHA12,581$952 12/31/2019
Abacus Planning Group Inc.12,524$947 12/31/2019
     SCHA12,524$947 12/31/2019
Sather Financial Group Inc12,381$936 12/31/2019
     SCHA12,381$936 12/31/2019
Beacon Pointe Wealth Advisors LLC12,538$935 12/31/2019
     SCHA12,538$935 12/31/2019
MinichMacGregor Wealth Management LLC12,300$930 12/31/2019
     SCHA12,300$930 12/31/2019
Lido Advisors LLC12,047$911 12/31/2019
     SCHA12,047$911 12/31/2019
DeGreen Capital Management LLC11,846$896 12/31/2019
     SCHA11,846$896 12/31/2019
Abbrea Capital LLC11,791$892 12/31/2019
     SCHA11,791$892 12/31/2019
CLS Investments LLC11,783$891 12/31/2019
     SCHA11,783$891 12/31/2019
Kalos Management Inc.11,330$869 12/31/2019
     SCHA11,330$869 12/31/2019
Vivaldi Capital Management LLC11,445$866 12/31/2019
     SCHA11,445$866 12/31/2019
Financial Advisory Corp UT ADV11,377$861 12/31/2019
     SCHA11,377$861 12/31/2019
Youngs Advisory Group Inc.11,355$859 12/31/2019
     SCHA11,355$859 12/31/2019
FDx Advisors Inc.11,308$855 12/31/2019
     SCHA11,308$855 12/31/2019
Ifrah Financial Services Inc.11,295$854 12/31/2019
     SCHA11,295$854 12/31/2019
Hoylecohen LLC11,122$841 12/31/2019
     SCHA11,122$841 12/31/2019
Oarsman Capital Inc.11,102$840 12/31/2019
     SCHA11,102$840 12/31/2019
Evergreen Capital Management LLC11,085$838 12/31/2019
     SCHA11,085$838 12/31/2019
WealthPLAN Partners LLC10,844$832 12/31/2019
     SCHA10,844$832 12/31/2019
FineMark National Bank & Trust10,811$818 12/31/2019
     SCHA10,811$818 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC10,635$804 12/31/2019
     SCHA10,635$804 12/31/2019
Dynamic Advisor Solutions LLC10,581$800 12/31/2019
     SCHA10,581$800 12/31/2019
Financial Architects Inc10,498$794 12/31/2019
     SCHA10,498$794 12/31/2019
USAdvisors Wealth Management LLC10,475$792 12/31/2019
     SCHA10,475$792 12/31/2019
Twele Capital Management Inc.10,346$783 12/31/2019
     SCHA10,346$783 12/31/2019
Peak Asset Management LLC10,327$781 12/31/2019
     SCHA10,327$781 12/31/2019
Liberty Capital Management Inc.10,282$778 12/31/2019
     SCHA10,282$778 12/31/2019
TrinityPoint Wealth LLC10,210$772 12/31/2019
     SCHA10,210$772 12/31/2019
Coldstream Capital Management Inc.10,194$771 12/31/2019
     SCHA10,194$771 12/31/2019
UMA Financial Services Inc.10,058$763 12/31/2019
     SCHA10,058$763 12/31/2019
Portfolio Solutions LLC9,980$755 12/31/2019
     SCHA9,980$755 12/31/2019
Acorn Wealth Advisors LLC10,010$754 12/31/2019
     SCHA10,010$754 12/31/2019
Financial Advocates Investment Management9,865$746 12/31/2019
     SCHA9,865$746 12/31/2019
WJ Wealth Management LLC9,786$740 12/31/2019
     SCHA9,786$740 12/31/2019
Sigma Investment Counselors Inc.9,755$738 12/31/2019
     SCHA9,755$738 12/31/2019
Islay Capital Management LLC9,744$737 12/31/2019
     SCHA9,744$737 12/31/2019
Plante Moran Financial Advisors LLC9,709$734 12/31/2019
     SCHA9,709$734 12/31/2019
Well Done LLC9,700$734 12/31/2019
     SCHA9,700$734 12/31/2019
Phocas Financial Corp.9,656$730 12/31/2019
     SCHA9,656$730 12/31/2019
Mycio Wealth Partners LLC9,538$721 12/31/2019
     SCHA9,538$721 12/31/2019
Brouwer & Janachowski LLC9,504$719 12/31/2019
     SCHA9,504$719 12/31/2019
Destination Wealth Management9,489$718 12/31/2019
     SCHA9,489$718 12/31/2019
Summit Financial LLC9,496$718 12/31/2019
     SCHA9,496$718 12/31/2019
Meridian Wealth Partners LLC9,467$716 12/31/2019
     SCHA9,467$716 12/31/2019
Manchester Financial Inc.9,365$708 12/31/2019
     SCHA9,365$708 12/31/2019
BOK Financial Private Wealth Inc.9,342$707 12/31/2019
     SCHA9,342$707 12/31/2019
Mitchell Capital Management Co.9,176$694 12/31/2019
     SCHA9,176$694 12/31/2019
Barrett Asset Management LLC9,171$694 12/31/2019
     SCHA9,171$694 12/31/2019
Frontier Wealth Management LLC9,150$692 12/31/2019
     SCHA9,150$692 12/31/2019
HC Advisors LLC9,153$692 12/31/2019
     SCHA9,153$692 12/31/2019
Acorn Financial Advisory Services Inc. ADV9,155$689 12/31/2019
     SCHA9,155$689 12/31/2019
Capital Investment Advisory Services LLC9,102$688 12/31/2019
     SCHA9,102$688 12/31/2019
Firestone Capital Management8,870$671 12/31/2019
     SCHA8,870$671 12/31/2019
Capital Advantage Inc.8,754$661 12/31/2019
     SCHA8,754$661 12/31/2019
Van Hulzen Asset Management LLC8,668$656 12/31/2019
     SCHA8,668$656 12/31/2019
Reitz Capital Advisors LLC8,637$653 12/31/2019
     SCHA8,637$653 12/31/2019
Pacific Sun Financial Corp8,615$652 12/31/2019
     SCHA8,615$652 12/31/2019
Triangle Securities Wealth Management8,623$652 12/31/2019
     SCHA8,623$652 12/31/2019
Fusion Capital LLC8,615$652 12/31/2019
     SCHA8,615$652 12/31/2019
Evensky & Katz LLC8,596$650 12/31/2019
     SCHA8,596$650 12/31/2019
BOKF NA8,579$649 12/31/2019
     SCHA8,579$649 12/31/2019
Wealthstreet Investment Advisors LLC8,525$645 12/31/2019
     SCHA8,525$645 12/31/2019
Stratos Wealth Partners LTD.8,284$627 12/31/2019
     SCHA8,284$627 12/31/2019
PNC Financial Services Group Inc.8,272$626 12/31/2019
     SCHA8,272$626 12/31/2019
JJJ Advisors Inc.8,260$625 12/31/2019
     SCHA8,260$625 12/31/2019
Windsor Group LTD8,238$623 12/31/2019
     SCHA8,238$623 12/31/2019
Stearns Financial Services Group8,185$619 12/31/2019
     SCHA8,185$619 12/31/2019
Pegasus Asset Management Inc.8,181$619 12/31/2019
     SCHA8,181$619 12/31/2019
New England Guild Wealth Advisors Inc.8,100$613 12/31/2019
     SCHA8,100$613 12/31/2019
AdvicePeriod LLC8,073$611 12/31/2019
     SCHA8,073$611 12/31/2019
Lincoln National Corp8,039$608 12/31/2019
     SCHA8,039$608 12/31/2019
Jentner Corp8,008$606 12/31/2019
     SCHA8,008$606 12/31/2019
Naples Global Advisors LLC8,001$605 12/31/2019
     SCHA8,001$605 12/31/2019
Bowling Portfolio Management LLC7,847$594 12/31/2019
     SCHA7,847$594 12/31/2019
Anderson Fisher LLC7,837$593 12/31/2019
     SCHA7,837$593 12/31/2019
Atria Investments LLC7,747$586 12/31/2019
     SCHA7,747$586 12/31/2019
Pennsylvania Capital Management Inc. ADV7,709$583 12/31/2019
     SCHA7,709$583 12/31/2019
Capital Wealth Planning LLC7,701$582 12/31/2019
     SCHA7,701$582 12/31/2019
Carnegie Capital Asset Management LLC7,674$580 12/31/2019
     SCHA7,674$580 12/31/2019
Goldman Sachs Group Inc.7,638$578 12/31/2019
     SCHA7,638$578 12/31/2019
Maxim Capital Management LLC9,319$565 12/31/2019
     SCHA9,319$565 12/31/2019
Stockman Wealth Management Inc.7,368$557 12/31/2019
     SCHA7,368$557 12/31/2019
Spectrum Management Group Inc.7,368$557 12/31/2019
     SCHA7,368$557 12/31/2019
FMR LLC7,299$552 12/31/2019
     SCHA7,299$552 12/31/2019
Townsend Asset Management Corp NC ADV7,202$545 12/31/2019
     SCHA7,202$545 12/31/2019
Buffington Mohr McNeal7,208$545 12/31/2019
     SCHA7,208$545 12/31/2019
Resource Planning Group7,130$539 12/31/2019
     SCHA7,130$539 12/31/2019
Wedbush Securities Inc.7,114$538 12/31/2019
     SCHA7,114$538 12/31/2019
Poehling Capital Management LLC7,100$537 12/31/2019
     SCHA7,100$537 12/31/2019
Laurel Wealth Advisors LLC7,005$530 12/31/2019
     SCHA7,005$530 12/31/2019
S.A. Mason LLC6,979$528 12/31/2019
     SCHA6,979$528 12/31/2019
RMB Capital Management LLC6,828$516 12/31/2019
     SCHA6,828$516 12/31/2019
Gillespie Robinson & Grimm Inc.6,695$506 12/31/2019
     SCHA6,695$506 12/31/2019
PFG Advisors6,635$501 12/31/2019
     SCHA6,635$501 12/31/2019
Blue Chip Wealth Management Inc.6,577$498 12/31/2019
     SCHA6,577$498 12/31/2019
Davidson Trust Co.6,565$496 12/31/2019
     SCHA6,565$496 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC6,645$495 12/31/2019
     SCHA6,645$495 12/31/2019
GHP Investment Advisors Inc.6,429$486 12/31/2019
     SCHA6,429$486 12/31/2019
Legacy Bridge LLC6,405$484 12/31/2019
     SCHA6,405$484 12/31/2019
Southeast Asset Advisors Inc.6,383$483 12/31/2019
     SCHA6,383$483 12/31/2019
Elwood & Goetz Wealth Advisory Group LLC6,368$482 12/31/2019
     SCHA6,368$482 12/31/2019
Stifel Financial Corp6,254$475 12/31/2019
     SCHA6,254$475 12/31/2019
Parkside Financial Bank & Trust6,283$475 12/31/2019
     SCHA6,283$475 12/31/2019
Vista Capital Partners Inc.6,283$475 12/31/2019
     SCHA6,283$475 12/31/2019
Prestige Wealth Management Group LLC6,207$470 12/31/2019
     SCHA6,207$470 12/31/2019
Tortoise Investment Management LLC6,166$466 12/31/2019
     SCHA6,166$466 12/31/2019
Financial Counselors Inc.6,139$464 12/31/2019
     SCHA6,139$464 12/31/2019
MidWestOne Financial Group Inc.6,142$464 12/31/2019
     SCHA6,142$464 12/31/2019
Northwest Capital Management Inc6,040$457 12/31/2019
     SCHA6,040$457 12/31/2019
National Asset Management Inc.6,002$454 12/31/2019
     SCHA6,002$454 12/31/2019
Clear Creek Financial Management LLC5,956$453 12/31/2019
     SCHA5,956$453 12/31/2019
Honkamp Krueger Financial Services Inc.5,979$452 12/31/2019
     SCHA5,979$452 12/31/2019
Evanson Asset Management LLC5,921$448 12/31/2019
     SCHA5,921$448 12/31/2019
Hoover Financial Advisors Inc.5,895$446 12/31/2019
     SCHA5,895$446 12/31/2019
Fortis Capital Management LLC5,892$446 12/31/2019
     SCHA5,892$446 12/31/2019
Wealthcare Capital Management LLC5,877$445 12/31/2019
     SCHA5,877$445 12/31/2019
Trustcore Financial Services LLC5,858$443 12/31/2019
     SCHA5,858$443 12/31/2019
NBT Bank N A NY5,850$442 12/31/2019
     SCHA5,850$442 12/31/2019
Curtis Advisory Group LLC5,826$441 12/31/2019
     SCHA5,826$441 12/31/2019
Mutual Advisors LLC5,833$441 12/31/2019
     SCHA5,833$441 12/31/2019
Clear Investment Research LLC5,815$440 12/31/2019
     SCHA5,815$440 12/31/2019
Orion Portfolio Solutions LLC5,778$437 12/31/2019
     SCHA5,778$437 12/31/2019
Lake Street Advisors Group LLC5,759$436 12/31/2019
     SCHA5,759$436 12/31/2019
Parsons Capital Management Inc. RI5,742$434 12/31/2019
     SCHA5,742$434 12/31/2019
Dorsey & Whitney Trust CO LLC5,725$433 12/31/2019
     SCHA5,725$433 12/31/2019
Foster & Motley Inc.5,648$427 12/31/2019
     SCHA5,648$427 12/31/2019
Aurora Private Wealth Inc.5,648$427 12/31/2019
     SCHA5,648$427 12/31/2019
Old Port Advisors5,590$422 12/31/2019
     SCHA5,590$422 12/31/2019
Tiemann Investment Advisors LLC5,513$417 12/31/2019
     SCHA5,513$417 12/31/2019
Peak Financial Management Inc.5,484$415 12/31/2019
     SCHA5,484$415 12/31/2019
Penobscot Investment Management Company Inc.5,452$412 12/31/2019
     SCHA5,452$412 12/31/2019
SignalPoint Asset Management LLC5,447$412 12/31/2019
     SCHA5,447$412 12/31/2019
Raymond James & Associates5,248$397 12/31/2019
     SCHA5,248$397 12/31/2019
Murphy Middleton Hinkle & Parker Inc.5,245$397 12/31/2019
     SCHA5,245$397 12/31/2019
Heritage Way Advisors LLC5,234$396 12/31/2019
     SCHA5,234$396 12/31/2019
Hartline Investment Corp5,218$395 12/31/2019
     SCHA5,218$395 12/31/2019
Somerset Group LLC5,210$394 12/31/2019
     SCHA5,210$394 12/31/2019
Sandy Spring Bank5,183$392 12/31/2019
     SCHA5,183$392 12/31/2019
F3Logic LLC5,159$390 12/31/2019
     SCHA5,159$390 12/31/2019
Vista Wealth Management Group LLC5,139$389 12/31/2019
     SCHA5,139$389 12/31/2019
Calton & Associates Inc.5,046$382 12/31/2019
     SCHA5,046$382 12/31/2019
Carlson Capital Management5,044$382 12/31/2019
     SCHA5,044$382 12/31/2019
Ledyard National Bank5,017$379 12/31/2019
     SCHA5,017$379 12/31/2019
Glacier Peak Capital LLC5,316$371 09/30/2019
     SCHA5,316$371 09/30/2019
Essex Savings Bank4,884$370 12/31/2019
     SCHA4,884$370 12/31/2019
Camelot Portfolios LLC4,871$368 12/31/2019
     SCHA4,871$368 12/31/2019
Gladstone Institutional Advisory LLC4,831$365 12/31/2019
     SCHA4,831$365 12/31/2019
Manchester Capital Management LLC4,800$363 12/31/2019
     SCHA4,800$363 12/31/2019
SOL Capital Management CO4,758$360 12/31/2019
     SCHA4,758$360 12/31/2019
Oxford Financial Group Ltd.4,715$357 12/31/2019
     SCHA4,715$357 12/31/2019
Contravisory Investment Management Inc.4,697$355 12/31/2019
     SCHA4,697$355 12/31/2019
Atlas Private Wealth Management4,651$352 12/31/2019
     SCHA4,651$352 12/31/2019
American Financial Advisors LLC5,010$349 12/31/2019
     SCHA5,010$349 12/31/2019
Front Row Advisors LLC4,592$347 12/31/2019
     SCHA4,592$347 12/31/2019
Sage Rhino Capital LLC4,550$343 12/31/2019
     SCHA4,550$343 12/31/2019
Carret Asset Management LLC4,517$342 12/31/2019
     SCHA4,517$342 12/31/2019
Baird Financial Group Inc.4,511$341 12/31/2019
     SCHA4,511$341 12/31/2019
Sawtooth Solutions LLC4,456$337 12/31/2019
     SCHA4,456$337 12/31/2019
Segment Wealth Management LLC4,410$334 12/31/2019
     SCHA4,410$334 12/31/2019
Larson Financial Group LLC4,418$334 12/31/2019
     SCHA4,418$334 12/31/2019
Boyer & Corporon Wealth Management LLC4,407$333 12/31/2019
     SCHA4,407$333 12/31/2019
Bogart Wealth LLC4,403$333 12/31/2019
     SCHA4,403$333 12/31/2019
Rock Point Advisors LLC4,370$331 12/31/2019
     SCHA4,370$331 12/31/2019
Altfest L J & Co. Inc.4,362$330 12/31/2019
     SCHA4,362$330 12/31/2019
Holderness Investments Co.4,368$330 12/31/2019
     SCHA4,368$330 12/31/2019
Cetera Investment Advisers4,373$330 12/31/2019
     SCHA4,373$330 12/31/2019
Evercore Wealth Management LLC4,305$326 12/31/2019
     SCHA4,305$326 12/31/2019
Heartwood Wealth Advisors LLC4,304$326 12/31/2019
     SCHA4,304$326 12/31/2019
Premier Asset Management LLC4,282$324 12/31/2019
     SCHA4,282$324 12/31/2019
CWA Asset Management Group LLC4,288$324 12/31/2019
     SCHA4,288$324 12/31/2019
StrategIQ Financial Group LLC4,232$320 12/31/2019
     SCHA4,232$320 12/31/2019
Chicago Partners Investment Group LLC4,119$319 12/31/2019
     SCHA4,119$319 12/31/2019
Cedar Brook Financial Partners LLC4,171$315 12/31/2019
     SCHA4,171$315 12/31/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC4,151$314 12/31/2019
     SCHA4,151$314 12/31/2019
West Oak Capital LLC4,121$312 12/31/2019
     SCHA4,121$312 12/31/2019
Buckingham Asset Management LLC4,119$312 12/31/2019
     SCHA4,119$312 12/31/2019
NEXT Financial Group Inc4,118$312 12/31/2019
     SCHA4,118$312 12/31/2019
Pacific Capital Wealth Advisors Inc.4,112$311 12/31/2019
     SCHA4,112$311 12/31/2019
Valtinson Bruner Financial Planning LLC4,094$309 12/31/2019
     SCHA4,094$309 12/31/2019
EP Wealth Advisors LLC4,069$308 12/31/2019
     SCHA4,069$308 12/31/2019
AE Wealth Management LLC4,068$308 12/31/2019
     SCHA4,068$308 12/31/2019
DDD Partners LLC4,067$308 12/31/2019
     SCHA4,067$308 12/31/2019
Good Life Advisors LLC4,066$307 12/31/2019
     SCHA4,066$307 12/31/2019
SWS Partners4,190$306 09/30/2019
     SCHA4,190$306 09/30/2019
Fiduciary Group LLC4,031$305 12/31/2019
     SCHA4,031$305 12/31/2019
Hengehold Capital Management LLC3,985$301 12/31/2019
     SCHA3,985$301 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC3,969$300 12/31/2019
     SCHA3,969$300 12/31/2019
Arete Wealth Advisors LLC3,971$300 12/31/2019
     SCHA3,971$300 12/31/2019
Bank of New York Mellon Corp3,950$299 12/31/2019
     SCHA3,950$299 12/31/2019
Apriem Advisors3,949$299 12/31/2019
     SCHA3,949$299 12/31/2019
Merit Financial Group LLC3,935$298 12/31/2019
     SCHA3,935$298 12/31/2019
Nwam LLC3,941$298 12/31/2019
     SCHA3,941$298 12/31/2019
Private Vista LLC3,939$297 12/31/2019
     SCHA3,939$297 12/31/2019
SJA Financial Advisory LLC3,892$294 12/31/2019
     SCHA3,892$294 12/31/2019
Capital One National Association3,875$293 12/31/2019
     SCHA3,875$293 12/31/2019
Equitable Holdings Inc.3,853$291 12/31/2019
     SCHA3,853$291 12/31/2019
Plancorp LLC3,850$291 12/31/2019
     SCHA3,850$291 12/31/2019
Peak Capital Management LLC3,813$288 12/31/2019
     SCHA3,813$288 12/31/2019
LifeSteps Financial Inc.3,808$288 12/31/2019
     SCHA3,808$288 12/31/2019
CCG Wealth Management LLC3,756$284 12/31/2019
     SCHA3,756$284 12/31/2019
Taylor Cottrill Erickson & Associates Inc.3,723$282 12/31/2019
     SCHA3,723$282 12/31/2019
Sunburst Financial Group LLC3,728$282 12/31/2019
     SCHA3,728$282 12/31/2019
Blue Square Asset Management LLC3,692$279 12/31/2019
     SCHA3,692$279 12/31/2019
Campbell Wealth Management3,649$276 12/31/2019
     SCHA3,649$276 12/31/2019
Calamos Advisors LLC3,638$275 12/31/2019
     SCHA3,638$275 12/31/2019
Peloton Wealth Strategists3,616$274 12/31/2019
     SCHA3,616$274 12/31/2019
Huber Financial Advisors LLC3,628$274 12/31/2019
     SCHA3,628$274 12/31/2019
Rowland Carmichael Advisors Inc. ADV3,610$273 12/31/2019
     SCHA3,610$273 12/31/2019
Wealth Architects LLC3,592$272 12/31/2019
     SCHA3,592$272 12/31/2019
FinTrust Capital Advisors LLC3,585$271 12/31/2019
     SCHA3,585$271 12/31/2019
Orser Capital Management LLC3,579$270 12/31/2019
     SCHA3,579$270 12/31/2019
Integrated Investment Consultants LLC3,500$265 12/31/2019
     SCHA3,500$265 12/31/2019
Gateway Advisory LLC3,463$262 12/31/2019
     SCHA3,463$262 12/31/2019
Ferguson Wellman Capital Management Inc.3,428$259 12/31/2019
     SCHA3,428$259 12/31/2019
Fort Pitt Capital Group LLC3,336$252 12/31/2019
     SCHA3,336$252 12/31/2019
Novare Capital Management LLC3,306$250 12/31/2019
     SCHA3,306$250 12/31/2019
River Wealth Advisors LLC3,312$250 12/31/2019
     SCHA3,312$250 12/31/2019
Cetera Advisors LLC3,266$249 12/31/2019
     SCHA3,266$249 12/31/2019
Lbmc Investment Advisors LLC3,286$249 12/31/2019
     SCHA3,286$249 12/31/2019
Aufman Associates Inc3,293$249 12/31/2019
     SCHA3,293$249 12/31/2019
Cerity Partners LLC3,245$245 12/31/2019
     SCHA3,245$245 12/31/2019
Hendershot Investments Inc.3,227$244 12/31/2019
     SCHA3,227$244 12/31/2019
Adviser Investments LLC3,173$240 12/31/2019
     SCHA3,173$240 12/31/2019
Great Diamond Partners LLC3,177$240 12/31/2019
     SCHA3,177$240 12/31/2019
TCI Wealth Advisors Inc.3,144$238 12/31/2019
     SCHA3,144$238 12/31/2019
Pinnacle Wealth Planning Services Inc.3,157$238 12/31/2019
     SCHA3,157$238 12/31/2019
Northern Trust Corp3,022$229 12/31/2019
     SCHA3,022$229 12/31/2019
First National Bank of Mount Dora Trust Investment Services3,000$227 12/31/2019
     SCHA3,000$227 12/31/2019
Centaurus Financial Inc.2,994$226 12/31/2019
     SCHA2,994$226 12/31/2019
Wealth CMT2,972$225 12/31/2019
     SCHA2,972$225 12/31/2019
AMI Investment Management Inc.2,914$220 12/31/2019
     SCHA2,914$220 12/31/2019
Foresight Wealth Management LLC2,870$217 12/31/2019
     SCHA2,870$217 12/31/2019
Sheets Smith Wealth Management2,859$216 12/31/2019
     SCHA2,859$216 12/31/2019
Oppenheimer Asset Management Inc.2,838$215 12/31/2019
     SCHA2,838$215 12/31/2019
Valeo Financial Advisors LLC2,830$214 12/31/2019
     SCHA2,830$214 12/31/2019
Lantz Financial LLC2,833$214 12/31/2019
     SCHA2,833$214 12/31/2019
Oldfather Financial Services LLC2,840$213 12/31/2019
     SCHA2,840$213 12/31/2019
Circle Wealth Management LLC2,772$210 12/31/2019
     SCHA2,772$210 12/31/2019
Hochman Cole Investment Advisors Inc.2,738$207 12/31/2019
     SCHA2,738$207 12/31/2019
Covenant Multifamily Offices LLC2,716$205 12/31/2019
     SCHA2,716$205 12/31/2019
Pensionmark Financial Group LLC2,699$204 12/31/2019
     SCHA2,699$204 12/31/2019
Bernardo Wealth Planning LLC2,708$204 12/31/2019
     SCHA2,708$204 12/31/2019
Steel Peak Wealth Management LLC2,680$203 12/31/2019
     SCHA2,680$203 12/31/2019
Palladium Partners LLC2,649$200 12/31/2019
     SCHA2,649$200 12/31/2019
Global Retirement Partners LLC2,537$192 12/31/2019
     SCHA2,537$192 12/31/2019
Pinnacle Financial Partners Inc.2,396$181 12/31/2019
     SCHA2,396$181 12/31/2019
Quadrant Capital Group LLC2,411$179 12/31/2019
     SCHA2,411$179 12/31/2019
US Bancorp DE2,277$172 12/31/2019
     SCHA2,277$172 12/31/2019
Bedel Financial Consulting Inc.2,241$170 12/31/2019
     SCHA2,241$170 12/31/2019
Reilly Financial Advisors LLC2,206$167 12/31/2019
     SCHA2,206$167 12/31/2019
Patriot Financial Group Insurance Agency LLC2,049$155 12/31/2019
     SCHA2,049$155 12/31/2019
HCR Wealth Advisors2,007$152 12/31/2019
     SCHA2,007$152 12/31/2019
San Francisco Sentry Investment Group CA1,992$151 12/31/2019
     SCHA1,992$151 12/31/2019
Delta Asset Management LLC TN1,951$148 12/31/2019
     SCHA1,951$148 12/31/2019
BDO Wealth Advisors LLC1,957$148 12/31/2019
     SCHA1,957$148 12/31/2019
Aptus Capital Advisors LLC1,860$140 12/31/2019
     SCHA1,860$140 12/31/2019
Cabana LLC1,791$135 12/31/2019
     SCHA1,791$135 12/31/2019
Kings Point Capital Management1,566$118 12/31/2019
     SCHA1,566$118 12/31/2019
Selective Wealth Management Inc.1,555$118 12/31/2019
     SCHA1,555$118 12/31/2019
Benjamin F. Edwards & Company Inc.1,485$112 12/31/2019
     SCHA1,485$112 12/31/2019
Optimum Investment Advisors1,398$106 12/31/2019
     SCHA1,398$106 12/31/2019
Litman Gregory Asset Management LLC1,393$105 12/31/2019
     SCHA1,393$105 12/31/2019
Sowell Financial Services LLC1,364$103 12/31/2019
     SCHA1,364$103 12/31/2019
McKinley Carter Wealth Services Inc.1,353$102 12/31/2019
     SCHA1,353$102 12/31/2019
Ameritas Investment Company LLC1,270$96 12/31/2019
     SCHA1,270$96 12/31/2019
Zions Bancorporation N.A.1,202$91 12/31/2019
     SCHA1,202$91 12/31/2019
Column Capital Advisors LLC1,158$87 12/31/2019
     SCHA1,158$87 12/31/2019
Heritage Wealth Advisors1,154$87 12/31/2019
     SCHA1,154$87 12/31/2019
Pin Oak Investment Advisors Inc.1,135$86 12/31/2019
     SCHA1,135$86 12/31/2019
Capital Directions Investment Advisors LLC1,118$85 12/31/2019
     SCHA1,118$85 12/31/2019
Capital Advisory Group Advisory Services LLC1,113$83 12/31/2019
     SCHA1,113$83 12/31/2019
Capital Asset Advisory Services LLC1,020$78 12/31/2019
     SCHA1,020$78 12/31/2019
Private Ocean LLC993$76 12/31/2019
     SCHA993$76 12/31/2019
Fifth Third Bancorp985$75 12/31/2019
     SCHA985$75 12/31/2019
Vigilant Capital Management LLC978$74 12/31/2019
     SCHA978$74 12/31/2019
MRA Associates USA LLC1,026$72 09/30/2019
     SCHA1,026$72 09/30/2019
Blair William & Co. IL938$71 12/31/2019
     SCHA938$71 12/31/2019
Coastal Investment Advisors Inc.935$69 12/31/2019
     SCHA935$69 12/31/2019
Guidant Wealth Advisors995$69 09/30/2019
     SCHA995$69 09/30/2019
Rockefeller Capital Management L.P.904$68 12/31/2019
     SCHA904$68 12/31/2019
Glenmede Trust Co. NA882$66 12/31/2019
     SCHA882$66 12/31/2019
CBIZ Investment Advisory Services LLC822$62 12/31/2019
     SCHA822$62 12/31/2019
Stuart Chaussee & Associates Inc.726$55 12/31/2019
     SCHA726$55 12/31/2019
FTB Advisors Inc.694$52 12/31/2019
     SCHA694$52 12/31/2019
Atticus Wealth Management LLC694$52 12/31/2019
     SCHA694$52 12/31/2019
Assetmark Inc.662$50 12/31/2019
     SCHA662$50 12/31/2019
Independence Advisors LLC652$49 12/31/2019
     SCHA652$49 12/31/2019
Berman Capital Advisors LLC645$48 12/31/2019
     SCHA645$48 12/31/2019
Deutsche Bank AG600$45 12/31/2019
     SCHA600$45 12/31/2019
Pflug Koory LLC514$39 12/31/2019
     SCHA514$39 12/31/2019
Citigroup Inc.505$38 12/31/2019
     SCHA505$38 12/31/2019
Blume Capital Management Inc.508$38 12/31/2019
     SCHA508$38 12/31/2019
Steward Partners Investment Advisory LLC511$38 12/31/2019
     SCHA511$38 12/31/2019
Salomon & Ludwin LLC490$37 12/31/2019
     SCHA490$37 12/31/2019
LifePlan Financial Group Inc458$35 12/31/2019
     SCHA458$35 12/31/2019
Sugarloaf Wealth Management LLC464$35 12/31/2019
     SCHA464$35 12/31/2019
Truewealth LLC446$34 12/31/2019
     SCHA446$34 12/31/2019
Certified Advisory Corp448$34 12/31/2019
     SCHA448$34 12/31/2019
Permanens Capital L.P.432$33 12/31/2019
     SCHA432$33 12/31/2019
Gs Investments Inc.452$33 12/31/2019
     SCHA452$33 12/31/2019
Capital Analysts LLC424$32 12/31/2019
     SCHA424$32 12/31/2019
Lenox Wealth Management Inc.416$31 12/31/2019
     SCHA416$31 12/31/2019
Ancora Advisors LLC354$27 12/31/2019
     SCHA354$27 12/31/2019
Global Wealth Management Investment Advisory Inc.340$26 12/31/2019
     SCHA340$26 12/31/2019
Covington Capital Management318$24 12/31/2019
     SCHA318$24 12/31/2019
Kistler Tiffany Companies LLC315$24 12/31/2019
     SCHA315$24 12/31/2019
Versant Capital Management Inc317$24 12/31/2019
     SCHA317$24 12/31/2019
Moser Wealth Advisors LLC299$23 12/31/2019
     SCHA299$23 12/31/2019
Spence Asset Management288$22 12/31/2019
     SCHA288$22 12/31/2019
Vectors Research Management LLC289$22 12/31/2019
     SCHA289$22 12/31/2019
Peachtree Investment Partners LLC262$20 12/31/2019
     SCHA262$20 12/31/2019
Cedar Mountain Advisors LLC269$20 12/31/2019
     SCHA269$20 12/31/2019
Balentine LLC269$19 09/30/2019
     SCHA269$19 09/30/2019
Danda Trouve Investment Management Inc.233$18 12/31/2019
     SCHA233$18 12/31/2019
Cascade Investment Advisors Inc.230$17 12/31/2019
     SCHA230$17 12/31/2019
HM Payson & Co.210$16 12/31/2019
     SCHA210$16 12/31/2019
Quantum Capital Management215$16 12/31/2019
     SCHA215$16 12/31/2019
Carroll Financial Associates Inc.219$16 12/31/2019
     SCHA219$16 12/31/2019
Elm Partners Management LLC232$16 12/31/2019
     SCHA232$16 12/31/2019
JPMorgan Chase & Co.199$15 12/31/2019
     SCHA199$15 12/31/2019
Gradient Investments LLC204$15 12/31/2019
     SCHA204$15 12/31/2019
Baystate Wealth Management LLC197$15 12/31/2019
     SCHA197$15 12/31/2019
Thompson Siegel & Walmsley LLC190$14 12/31/2019
     SCHA190$14 12/31/2019
TD Capital Management LLC169$13 12/31/2019
     SCHA169$13 12/31/2019
Baldwin Brothers Inc. MA155$12 12/31/2019
     SCHA155$12 12/31/2019
Institute for Wealth Management LLC.159$12 12/31/2019
     SCHA159$12 12/31/2019
Capital Bank & Trust Co162$12 12/31/2019
     SCHA162$12 12/31/2019
Cutler Group LP $11 12/31/2019
     Call4,400$11 12/31/2019
     Put200$0 12/31/2019
Glassman Wealth Services146$11 12/31/2019
     SCHA146$11 12/31/2019
NWK Group Inc.126$10 12/31/2019
     SCHA126$10 12/31/2019
Procyon Private Wealth Partners LLC130$10 12/31/2019
     SCHA130$10 12/31/2019
Northern Oak Wealth Management Inc.122$9 12/31/2019
     SCHA122$9 12/31/2019
Ellevest Inc.120$9 12/31/2019
     SCHA120$9 12/31/2019
TRUE Private Wealth Advisors126$9 12/31/2019
     SCHA126$9 12/31/2019
Massmutual Trust Co. FSB ADV116$8 09/30/2019
     SCHA116$8 09/30/2019
Horrell Capital Management Inc.88$7 12/31/2019
     SCHA88$7 12/31/2019
McIlrath & Eck LLC86$7 12/31/2019
     SCHA86$7 12/31/2019
Capital Advisors Ltd. LLC62$5 12/31/2019
     SCHA62$5 12/31/2019
AlphaCore Capital LLC66$5 12/31/2019
     SCHA66$5 12/31/2019
Sonora Investment Management LLC55$4 12/31/2019
     SCHA55$4 12/31/2019
Signaturefd LLC52$4 12/31/2019
     SCHA52$4 12/31/2019
Wealthcare Advisory Partners LLC54$4 12/31/2019
     SCHA54$4 12/31/2019
Sound Income Strategies LLC56$4 12/31/2019
     SCHA56$4 12/31/2019
Coastal Capital Group Inc.56$4 12/31/2019
     SCHA56$4 12/31/2019
EPG Wealth Management LLC50$4 12/31/2019
     SCHA50$4 12/31/2019
Woodley Farra Manion Portfolio Management Inc.45$3 12/31/2019
     SCHA45$3 12/31/2019
Cypress Capital Management LLC WY 39$3 12/31/2019
     SCHA39$3 12/31/2019
Liberty Wealth Management LLC43$3 12/31/2019
     SCHA43$3 12/31/2019
Howe & Rusling Inc.27$2 12/31/2019
     SCHA27$2 12/31/2019
Financial Management Professionals Inc.24$2 12/31/2019
     SCHA24$2 12/31/2019
Corbenic Partners LLC22$2 12/31/2019
     SCHA22$2 12/31/2019
Bellevue Asset Management LLC24$2 12/31/2019
     SCHA24$2 12/31/2019
Center for Financial Planning Inc.29$2 12/31/2019
     SCHA29$2 12/31/2019
Ogorek Anthony Joseph NY ADV23$1 12/31/2019
     SCHA23$1 12/31/2019
Stratford Consulting LLC15$1 12/31/2019
     SCHA15$1 12/31/2019
Beacon Capital Management Inc.10$1 12/31/2019
     SCHA10$1 12/31/2019
Tarbox Family Office Inc.16$1 12/31/2019
     SCHA16$1 12/31/2019
CX Institutional17$1 12/31/2019
     SCHA17$1 12/31/2019
Lehman & Derafelo Financial Resources LLC11$1 12/31/2019
     SCHA11$1 12/31/2019
Tsfg LLC8$1 12/31/2019
     SCHA8$1 12/31/2019
Wealth Quarterback LLC49,946$1 12/31/2019
     SCHA49,946$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     SCHA0$0 12/31/2019
NewSquare Capital LLC1$0 12/31/2019
     SCHA1$0 12/31/2019
Macroview Investment Management LLC3$0 12/31/2019
     SCHA3$0 12/31/2019
Allworth Financial LP5$0 12/31/2019
     SCHA5$0 12/31/2019
Lenox Wealth Advisors LLC3$0 12/31/2019
     SCHA3$0 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     SCHA1$0 12/31/2019
Investment Security Group Inc. Co. ADV24,517$-1,854 12/31/2019
     Put24,517$1,854 12/31/2019

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

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