HoldingsChannel.com
Funds Holding SCZ
HolderAmountPosition Size
($ in 1000's)
 As of
TIAA FSB13,791,578$858,940 12/31/2019
     SCZ13,791,578$858,940 12/31/2019
Jones Financial Companies Lllp13,369,157$832,631 12/31/2019
     SCZ13,369,157$832,631 12/31/2019
FMR LLC7,991,669$497,721 12/31/2019
     SCZ7,991,669$497,721 12/31/2019
JPMorgan Chase & Co.5,850,558$364,373 12/31/2019
     SCZ5,850,558$364,373 12/31/2019
Creative Planning5,652,446$352,034 12/31/2019
     SCZ5,652,446$352,034 12/31/2019
Bank of New York Mellon Corp4,906,433$305,571 12/31/2019
     SCZ4,906,433$305,571 12/31/2019
Envestnet Asset Management Inc.4,252,555$264,849 12/31/2019
     SCZ4,252,555$264,849 12/31/2019
Truist Financial Corp4,075,889$253,846 12/31/2019
     SCZ4,075,889$253,846 12/31/2019
Allstate Corp3,465,426$215,827 12/31/2019
     SCZ3,465,426$215,827 12/31/2019
Matson Money. Inc.3,359,014$209,199 12/31/2019
     SCZ3,359,014$209,199 12/31/2019
BlackRock Inc.3,309,863$206,139 12/31/2019
     SCZ3,309,863$206,139 12/31/2019
Bank of America Corp DE2,783,612$173,364 12/31/2019
     SCZ2,783,612$173,364 12/31/2019
PNC Financial Services Group Inc.2,745,474$170,987 12/31/2019
     SCZ2,745,474$170,987 12/31/2019
Morgan Stanley1,796,751$111,902 12/31/2019
     SCZ1,796,751$111,902 12/31/2019
Natixis Advisors L.P.1,346,734$83,875 12/31/2019
     SCZ1,346,734$83,875 12/31/2019
UBS Group AG1,310,358$81,609 12/31/2019
     SCZ1,310,358$81,609 12/31/2019
Goldman Sachs Group Inc.1,273,556$79,317 12/31/2019
     SCZ1,273,556$79,317 12/31/2019
Wells Fargo & Company MN1,155,440$71,961 12/31/2019
     SCZ1,155,440$71,961 12/31/2019
United Capital Financial Advisers LLC989,381$61,619 12/31/2019
     SCZ989,381$61,619 12/31/2019
State Street Corp988,467$61,562 12/31/2019
     SCZ988,467$61,562 12/31/2019
Great Lakes Advisors LLC847,392$52,775 12/31/2019
     SCZ847,392$52,775 12/31/2019
Moneta Group Investment Advisors LLC810,292$50,465 12/31/2019
     SCZ810,292$50,465 12/31/2019
Rinet Co LLC734,425$45,740 12/31/2019
     SCZ734,425$45,740 12/31/2019
Sawtooth Solutions LLC726,672$45,257 12/31/2019
     SCZ726,672$45,257 12/31/2019
AE Wealth Management LLC658,947$41,039 12/31/2019
     SCZ658,947$41,039 12/31/2019
Franklin Resources Inc.618,405$38,514 12/31/2019
     SCZ618,405$38,514 12/31/2019
Colony Group LLC567,899$35,369 12/31/2019
     SCZ567,899$35,369 12/31/2019
Modera Wealth Management LLC564,116$35,133 12/31/2019
     SCZ564,116$35,133 12/31/2019
Mission Wealth Management LP512,222$31,901 12/31/2019
     SCZ512,222$31,901 12/31/2019
Fifth Third Bancorp507,076$31,581 12/31/2019
     SCZ507,076$31,581 12/31/2019
Madison Asset Management LLC473,896$29,514 12/31/2019
     SCZ473,896$29,514 12/31/2019
LPL Financial LLC444,175$27,663 12/31/2019
     SCZ444,175$27,663 12/31/2019
UMB Bank N A MO405,344$25,245 12/31/2019
     SCZ405,344$25,245 12/31/2019
Price Wealth LLC396,634$24,702 12/31/2019
     SCZ396,634$24,702 12/31/2019
BRYN MAWR TRUST Co379,451$23,632 12/31/2019
     SCZ379,451$23,632 12/31/2019
Buckingham Asset Management LLC379,236$23,619 12/31/2019
     SCZ379,236$23,619 12/31/2019
American Financial Advisors LLC411,331$23,384 12/31/2019
     SCZ411,331$23,384 12/31/2019
Mackenzie Financial Corp374,200$23,305 12/31/2019
     SCZ374,200$23,305 12/31/2019
Stratford Consulting LLC369,233$22,996 12/31/2019
     SCZ369,233$22,996 12/31/2019
Ferguson Wellman Capital Management Inc.356,910$22,228 12/31/2019
     SCZ356,910$22,228 12/31/2019
Northwestern Mutual Wealth Management Co.356,199$22,184 12/31/2019
     SCZ356,199$22,184 12/31/2019
Stifel Financial Corp343,984$21,413 12/31/2019
     SCZ343,984$21,413 12/31/2019
Edgemoor Investment Advisors Inc.338,551$21,085 12/31/2019
     SCZ338,551$21,085 12/31/2019
Sunbelt Securities Inc.1,328$20,677 12/31/2019
     SCZ1,328$20,677 12/31/2019
Ballentine Partners LLC323,977$20,177 12/31/2019
     SCZ323,977$20,177 12/31/2019
MML Investors Services LLC323,446$20,144 12/31/2019
     SCZ323,446$20,144 12/31/2019
Pinnacle Associates Ltd.322,774$20,102 12/31/2019
     SCZ322,774$20,102 12/31/2019
Plancorp LLC321,825$20,043 12/31/2019
     SCZ321,825$20,043 12/31/2019
Cambridge Investment Research Advisors Inc.313,424$19,520 12/31/2019
     SCZ313,424$19,520 12/31/2019
Brown Advisory Inc.312,335$19,452 12/31/2019
     SCZ312,335$19,452 12/31/2019
US Bancorp DE310,376$19,330 12/31/2019
     SCZ310,376$19,330 12/31/2019
Pittenger & Anderson Inc.308,818$19,233 12/31/2019
     SCZ308,818$19,233 12/31/2019
Commonwealth Equity Services LLC308,365$19,205 12/31/2019
     SCZ308,365$19,205 12/31/2019
One Capital Management LLC305,558$19,030 12/31/2019
     SCZ305,558$19,030 12/31/2019
O Shaughnessy Asset Management LLC299,621$18,660 12/31/2019
     SCZ299,621$18,660 12/31/2019
Equitable Holdings Inc.299,554$18,656 12/31/2019
     SCZ299,554$18,656 12/31/2019
Keel Point LLC276,382$17,213 12/31/2019
     SCZ276,382$17,213 12/31/2019
HighTower Advisors LLC273,772$17,036 12/31/2019
     SCZ273,772$17,036 12/31/2019
Brand Asset Management Group Inc.262,015$16,318 12/31/2019
     SCZ262,015$16,318 12/31/2019
Baird Financial Group Inc.253,921$15,814 12/31/2019
     SCZ253,921$15,814 12/31/2019
First Republic Investment Management Inc.251,754$15,679 12/31/2019
     SCZ251,754$15,679 12/31/2019
Merriman Wealth Management LLC247,725$15,428 12/31/2019
     SCZ247,725$15,428 12/31/2019
Bank of Montreal Can239,746$14,931 12/31/2019
     SCZ239,746$14,931 12/31/2019
Pictet Asset Management Ltd.232,000$14,449 12/31/2019
     SCZ232,000$14,449 12/31/2019
Royal Bank of Canada227,497$14,168 12/31/2019
     SCZ227,497$14,168 12/31/2019
Brickley Wealth Management224,278$13,968 12/31/2019
     SCZ224,278$13,968 12/31/2019
Raymond James Financial Services Advisors Inc.221,999$13,826 12/31/2019
     SCZ221,999$13,826 12/31/2019
Wealth Architects LLC216,292$13,471 12/31/2019
     SCZ216,292$13,471 12/31/2019
Raymond James & Associates211,691$13,184 12/31/2019
     SCZ211,691$13,184 12/31/2019
Blair William & Co. IL194,135$12,091 12/31/2019
     SCZ194,135$12,091 12/31/2019
Ameriprise Financial Inc.192,285$11,976 12/31/2019
     SCZ192,285$11,976 12/31/2019
Boston Private Wealth LLC188,704$11,752 12/31/2019
     SCZ188,704$11,752 12/31/2019
Copper Rock Capital Partners LLC186,527$11,617 12/31/2019
     SCZ186,527$11,617 12/31/2019
Capital Directions Investment Advisors LLC186,039$11,587 12/31/2019
     SCZ186,039$11,587 12/31/2019
Verdence Capital Advisors LLC183,254$11,413 12/31/2019
     SCZ183,254$11,413 12/31/2019
Glenmede Trust Co. NA180,907$11,266 12/31/2019
     SCZ180,907$11,266 12/31/2019
Pure Financial Advisors Inc.177,679$11,066 12/31/2019
     SCZ177,679$11,066 12/31/2019
State of Tennessee Treasury Department175,900$10,955 12/31/2019
     SCZ175,900$10,955 12/31/2019
Oppenheimer Asset Management Inc.174,435$10,863 12/31/2019
     SCZ174,435$10,863 12/31/2019
Baker Avenue Asset Management LP173,607$10,812 12/31/2019
     SCZ173,607$10,812 12/31/2019
Quadrant Capital Group LLC172,244$10,654 12/31/2019
     SCZ172,244$10,654 12/31/2019
ETRADE Capital Management LLC168,687$10,505 12/31/2019
     SCZ168,687$10,505 12/31/2019
Ladenburg Thalmann Financial Services Inc.169,662$10,323 12/31/2019
     SCZ169,662$10,323 12/31/2019
Avantax Advisory Services Inc.162,160$10,110 12/31/2019
     SCZ162,160$10,110 12/31/2019
Alesco Advisors LLC159,965$9,963 12/31/2019
     SCZ159,965$9,963 12/31/2019
Dowling & Yahnke LLC157,432$9,805 12/31/2019
     SCZ157,432$9,805 12/31/2019
Financial Advisory Service Inc.157,049$9,781 12/31/2019
     SCZ157,049$9,781 12/31/2019
Austin Private Wealth LLC155,270$9,670 12/31/2019
     SCZ155,270$9,670 12/31/2019
Brighton Jones LLC147,232$9,170 12/31/2019
     SCZ147,232$9,170 12/31/2019
Warren Averett Asset Management LLC149,027$9,155 12/31/2019
     SCZ149,027$9,155 12/31/2019
Efficient Advisors LLC140,152$8,729 12/31/2019
     SCZ140,152$8,729 12/31/2019
MAI Capital Management138,027$8,596 12/31/2019
     SCZ138,027$8,596 12/31/2019
Cetera Advisor Networks LLC133,565$8,319 12/31/2019
     SCZ133,565$8,319 12/31/2019
Market Street Wealth Management Advisors LLC132,558$8,256 12/31/2019
     SCZ132,558$8,256 12/31/2019
Russell Investments Group Ltd.129,488$8,064 12/31/2019
     SCZ129,488$8,064 12/31/2019
Heritage Trust Co129,170$8,045 12/31/2019
     SCZ129,170$8,045 12/31/2019
Shakespeare Wealth Management Inc.176,671$7,920 03/31/2020
     SCZ176,671$7,920 03/31/2020
Fairhaven Wealth Management LLC126,998$7,909 12/31/2019
     SCZ126,998$7,909 12/31/2019
Trellis Advisors LLC125,705$7,829 12/31/2019
     SCZ125,705$7,829 12/31/2019
Capital Analysts LLC125,339$7,806 12/31/2019
     SCZ125,339$7,806 12/31/2019
Ifrah Financial Services Inc.123,280$7,678 12/31/2019
     SCZ123,280$7,678 12/31/2019
Janney Montgomery Scott LLC120,121$7,481 12/31/2019
     SCZ120,121$7,481 12/31/2019
Edmonds Duncan Registered Investment Advisors LLC119,471$7,441 12/31/2019
     SCZ119,471$7,441 12/31/2019
Acropolis Investment Management LLC118,800$7,383 12/31/2019
     SCZ118,800$7,383 12/31/2019
Twele Capital Management Inc.117,300$7,305 12/31/2019
     SCZ117,300$7,305 12/31/2019
Lincoln National Corp113,833$7,089 12/31/2019
     SCZ113,833$7,089 12/31/2019
Cascadia Advisory Services LLC113,522$7,070 12/31/2019
     SCZ113,522$7,070 12/31/2019
Wealthcare Advisory Partners LLC111,851$6,966 12/31/2019
     SCZ111,851$6,966 12/31/2019
People s United Financial Inc.111,014$6,914 12/31/2019
     SCZ111,014$6,914 12/31/2019
Allworth Financial LP110,715$6,895 12/31/2019
     SCZ110,715$6,895 12/31/2019
Radnor Financial Advisors LLC110,558$6,886 12/31/2019
     SCZ110,558$6,886 12/31/2019
Harding Loevner LP105,279$6,557 12/31/2019
     SCZ105,279$6,557 12/31/2019
Managed Account Services Inc.105,324$6,547 12/31/2019
     SCZ105,324$6,547 12/31/2019
Hartford Investment Management Co.104,300$6,496 12/31/2019
     SCZ104,300$6,496 12/31/2019
Savant Capital LLC100,579$6,264 12/31/2019
     SCZ100,579$6,264 12/31/2019
Venturi Wealth Management LLC100,179$6,239 12/31/2019
     SCZ100,179$6,239 12/31/2019
Bank of Stockton99,819$6,216 12/31/2019
     SCZ99,819$6,216 12/31/2019
Advisor Group Inc.95,529$5,952 12/31/2019
     SCZ95,529$5,952 12/31/2019
Droms Strauss Advisors Inc. MO ADV95,153$5,928 12/31/2019
     SCZ95,153$5,928 12/31/2019
Prudential Financial Inc.95,000$5,917 12/31/2019
     SCZ95,000$5,917 12/31/2019
Telos Capital Management Inc.93,395$5,817 12/31/2019
     SCZ93,395$5,817 12/31/2019
CIBC World Markets Inc.91,914$5,724 12/31/2019
     SCZ91,914$5,724 12/31/2019
Pinnacle Wealth Management Advisory Group LLC89,680$5,585 12/31/2019
     SCZ89,680$5,585 12/31/2019
Checchi Capital Advisers LLC89,626$5,582 12/31/2019
     SCZ89,626$5,582 12/31/2019
Parkside Financial Bank & Trust87,813$5,469 12/31/2019
     SCZ87,813$5,469 12/31/2019
Bank of Hawaii87,244$5,434 12/31/2019
     SCZ87,244$5,434 12/31/2019
Wellington Management Group LLP86,883$5,411 12/31/2019
     SCZ86,883$5,411 12/31/2019
Starr International Co. Inc.86,350$5,378 12/31/2019
     SCZ86,350$5,378 12/31/2019
Paradigm Financial Advisors LLC82,422$5,133 12/31/2019
     SCZ82,422$5,133 12/31/2019
Elm Partners Management LLC88,635$5,073 12/31/2019
     SCZ88,635$5,073 12/31/2019
Moody Aldrich Partners LLC81,000$5,045 12/31/2019
     SCZ81,000$5,045 12/31/2019
Wealth Enhancement Advisory Services LLC79,313$4,941 12/31/2019
     SCZ79,313$4,941 12/31/2019
Blue Edge Capital LLC78,706$4,902 12/31/2019
     SCZ78,706$4,902 12/31/2019
Wetherby Asset Management Inc.78,388$4,882 12/31/2019
     SCZ78,388$4,882 12/31/2019
Compton Wealth Advisory Group LLC77,411$4,821 12/31/2019
     SCZ77,411$4,821 12/31/2019
Mariner LLC77,231$4,810 12/31/2019
     SCZ77,231$4,810 12/31/2019
Hardy Reed LLC76,411$4,759 12/31/2019
     SCZ76,411$4,759 12/31/2019
Mercer Global Advisors Inc. ADV73,694$4,590 12/31/2019
     SCZ73,694$4,590 12/31/2019
Central Bank & Trust Co.72,713$4,528 12/31/2019
     SCZ72,713$4,528 12/31/2019
BOKF NA72,534$4,518 12/31/2019
     SCZ72,534$4,518 12/31/2019
Tobias Financial Advisors Inc.72,197$4,496 12/31/2019
     SCZ72,197$4,496 12/31/2019
Lutz Financial Services LLC71,728$4,467 12/31/2019
     SCZ71,728$4,467 12/31/2019
Independence Advisors LLC71,467$4,451 12/31/2019
     SCZ71,467$4,451 12/31/2019
1832 Asset Management L.P.71,370$4,446 12/31/2019
     SCZ71,370$4,446 12/31/2019
Clark Capital Management Group Inc.69,613$4,335 12/31/2019
     SCZ69,613$4,335 12/31/2019
Sailer Financial LLC69,224$4,311 12/31/2019
     SCZ69,224$4,311 12/31/2019
Guidance Point Advisors LLC68,510$4,267 12/31/2019
     SCZ68,510$4,267 12/31/2019
Nicholas Hoffman & Company LLC.68,036$4,237 12/31/2019
     SCZ68,036$4,237 12/31/2019
Hancock Whitney Corp67,316$4,193 12/31/2019
     SCZ67,316$4,193 12/31/2019
FCA Corp TX67,246$4,188 12/31/2019
     SCZ67,246$4,188 12/31/2019
PICTET BANK & TRUST Ltd66,300$4,129 12/31/2019
     SCZ66,300$4,129 12/31/2019
Parkside Advisors LLC64,910$4,043 12/31/2019
     SCZ64,910$4,043 12/31/2019
Hefren Tillotson Inc.64,583$4,022 12/31/2019
     SCZ64,583$4,022 12/31/2019
NBT Bank N A NY63,200$3,936 12/31/2019
     SCZ63,200$3,936 12/31/2019
Cpwm LLC63,083$3,929 12/31/2019
     SCZ63,083$3,929 12/31/2019
Fiera Capital Corp62,505$3,892 12/31/2019
     SCZ62,505$3,892 12/31/2019
Berry Group LLC62,410$3,887 12/31/2019
     SCZ62,410$3,887 12/31/2019
Private Portfolio Partners LLC62,325$3,882 12/31/2019
     SCZ62,325$3,882 12/31/2019
Vestor Capital LLC61,259$3,815 12/31/2019
     SCZ61,259$3,815 12/31/2019
BKD Wealth Advisors LLC61,194$3,811 12/31/2019
     SCZ61,194$3,811 12/31/2019
Citizens Financial Group Inc RI60,182$3,748 12/31/2019
     SCZ60,182$3,748 12/31/2019
Busey Wealth Management59,975$3,735 12/31/2019
     SCZ59,975$3,735 12/31/2019
Shoker Investment Counsel Inc.57,843$3,602 12/31/2019
     SCZ57,843$3,602 12/31/2019
BOK Financial Private Wealth Inc.57,086$3,555 12/31/2019
     SCZ57,086$3,555 12/31/2019
HM Capital Management LLC57,007$3,550 12/31/2019
     SCZ57,007$3,550 12/31/2019
Qube Research & Technologies Ltd55,328$3,446 12/31/2019
     SCZ55,328$3,446 12/31/2019
Pacific Capital Wealth Advisors Inc.54,156$3,373 12/31/2019
     SCZ54,156$3,373 12/31/2019
Tortoise Investment Management LLC53,875$3,355 12/31/2019
     SCZ53,875$3,355 12/31/2019
Adviser Investments LLC53,660$3,342 12/31/2019
     SCZ53,660$3,342 12/31/2019
FCG Advisors LLC53,467$3,330 12/31/2019
     SCZ53,467$3,330 12/31/2019
Single Point Partners LLC52,773$3,287 12/31/2019
     SCZ52,773$3,287 12/31/2019
Biltmore Family Office LLC52,675$3,281 12/31/2019
     SCZ52,675$3,281 12/31/2019
Exencial Wealth Advisors LLC51,630$3,216 12/31/2019
     SCZ51,630$3,216 12/31/2019
Martin & Co. Inc. TN51,243$3,191 12/31/2019
     SCZ51,243$3,191 12/31/2019
Glenview Trust Co50,982$3,175 12/31/2019
     SCZ50,982$3,175 12/31/2019
Baystate Wealth Management LLC49,526$3,084 12/31/2019
     SCZ49,526$3,084 12/31/2019
Washington Trust Bank45,607$2,840 12/31/2019
     SCZ45,607$2,840 12/31/2019
Susquehanna International Group LLP $2,794 12/31/2019
     SCZ47,965$2,987 12/31/2019
     Put11,800$735 12/31/2019
     Call8,700$542 12/31/2019
Twin Focus Capital Partners LLC44,557$2,775 12/31/2019
     SCZ44,557$2,775 12/31/2019
Baker Ellis Asset Management LLC44,205$2,753 12/31/2019
     SCZ44,205$2,753 12/31/2019
Alliancebernstein L.P.44,030$2,742 12/31/2019
     SCZ44,030$2,742 12/31/2019
Advisory Alpha LLC43,537$2,708 12/31/2019
     SCZ43,537$2,708 12/31/2019
Syntal Capital Partners LLC43,403$2,703 12/31/2019
     SCZ43,403$2,703 12/31/2019
Sowell Financial Services LLC43,258$2,694 12/31/2019
     SCZ43,258$2,694 12/31/2019
Northern Trust Corp42,992$2,678 12/31/2019
     SCZ42,992$2,678 12/31/2019
Comerica Bank44,075$2,676 12/31/2019
     SCZ44,075$2,676 12/31/2019
Cetera Investment Advisers42,956$2,671 12/31/2019
     SCZ42,956$2,671 12/31/2019
Greenwood Capital Associates LLC42,730$2,661 12/31/2019
     SCZ42,730$2,661 12/31/2019
New York Life Investment Management LLC47,018$2,660 12/31/2019
     SCZ47,018$2,660 12/31/2019
Capital Wealth Management LLC42,652$2,657 12/31/2019
     SCZ42,652$2,657 12/31/2019
Insight Wealth Strategies LLC42,506$2,647 12/31/2019
     SCZ42,506$2,647 12/31/2019
Landsberg Bennett & Dubbaneh LLC42,197$2,614 12/31/2019
     SCZ42,197$2,614 12/31/2019
First Citizens Bank & Trust Co.41,453$2,582 12/31/2019
     SCZ41,453$2,582 12/31/2019
Advisory Services Network LLC40,885$2,546 12/31/2019
     SCZ40,885$2,546 12/31/2019
Paracle Advisors LLC40,388$2,515 12/31/2019
     SCZ40,388$2,515 12/31/2019
UMA Financial Services Inc.39,782$2,472 12/31/2019
     SCZ39,782$2,472 12/31/2019
SVB Wealth Advisory Inc.39,652$2,470 12/31/2019
     SCZ39,652$2,470 12/31/2019
Eaton Vance Management39,463$2,458 12/31/2019
     SCZ39,463$2,458 12/31/2019
Citigroup Inc.38,614$2,405 12/31/2019
     SCZ38,614$2,405 12/31/2019
FDx Advisors Inc.38,575$2,402 12/31/2019
     SCZ38,575$2,402 12/31/2019
First Allied Advisory Services Inc.37,952$2,364 12/31/2019
     SCZ37,952$2,364 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC52,707$2,362 03/31/2020
     SCZ52,707$2,362 03/31/2020
Maltin Wealth Management Inc.37,852$2,357 12/31/2019
     SCZ37,852$2,357 12/31/2019
Cahill Financial Advisors Inc.37,315$2,324 12/31/2019
     SCZ37,315$2,324 12/31/2019
Mirae Asset Global Investments Co. Ltd.37,178$2,315 12/31/2019
     SCZ37,178$2,315 12/31/2019
Edge Capital Group LLC36,460$2,271 12/31/2019
     SCZ36,460$2,271 12/31/2019
Crumly & Associates Inc.35,880$2,235 12/31/2019
     SCZ35,880$2,235 12/31/2019
Regal Investment Advisors LLC35,402$2,205 12/31/2019
     SCZ35,402$2,205 12/31/2019
Coastline Trust Co34,974$2,178 12/31/2019
     SCZ34,974$2,178 12/31/2019
Financial Counselors Inc.34,912$2,174 12/31/2019
     SCZ34,912$2,174 12/31/2019
Betterment LLC34,589$2,154 12/31/2019
     SCZ34,589$2,154 12/31/2019
Thrivent Financial for Lutherans34,518$2,150 12/31/2019
     SCZ34,518$2,150 12/31/2019
Maxim Capital Management LLC41,232$2,137 12/31/2019
     SCZ41,232$2,137 12/31/2019
Dohj LLC33,802$2,105 12/31/2019
     SCZ33,802$2,105 12/31/2019
Evanson Asset Management LLC33,762$2,103 12/31/2019
     SCZ33,762$2,103 12/31/2019
Beacon Harbor Wealth Advisors Inc.33,487$2,086 12/31/2019
     SCZ33,487$2,086 12/31/2019
Probity Advisors Inc.33,452$2,083 12/31/2019
     SCZ33,452$2,083 12/31/2019
SPC Financial Inc.33,349$2,077 12/31/2019
     SCZ33,349$2,077 12/31/2019
Meeder Asset Management Inc.32,655$2,034 12/31/2019
     SCZ32,655$2,034 12/31/2019
Abacus Planning Group Inc.32,356$2,015 12/31/2019
     SCZ32,356$2,015 12/31/2019
Wooster Corthell Wealth Management Inc.32,158$2,003 12/31/2019
     SCZ32,158$2,003 12/31/2019
PrairieView Partners LLC31,843$1,983 12/31/2019
     SCZ31,843$1,983 12/31/2019
Linscomb & Williams Inc.31,427$1,957 12/31/2019
     SCZ31,427$1,957 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management31,126$1,939 12/31/2019
     SCZ31,126$1,939 12/31/2019
Day & Ennis LLC31,077$1,935 12/31/2019
     SCZ31,077$1,935 12/31/2019
Regentatlantic Capital LLC30,934$1,927 12/31/2019
     SCZ30,934$1,927 12/31/2019
Comerica Securities Inc.30,879$1,923 12/31/2019
     SCZ30,879$1,923 12/31/2019
Signet Financial Management LLC30,751$1,915 12/31/2019
     SCZ30,751$1,915 12/31/2019
ELM Advisors LLC30,700$1,912 12/31/2019
     SCZ30,700$1,912 12/31/2019
Certified Advisory Corp30,669$1,910 12/31/2019
     SCZ30,669$1,910 12/31/2019
Larson Financial Group LLC30,321$1,888 12/31/2019
     SCZ30,321$1,888 12/31/2019
Cerity Partners LLC29,848$1,859 12/31/2019
     SCZ29,848$1,859 12/31/2019
Morningstar Investment Services LLC29,450$1,834 12/31/2019
     SCZ29,450$1,834 12/31/2019
Oppenheimer & Co. Inc.29,287$1,824 12/31/2019
     SCZ29,287$1,824 12/31/2019
Asset Dedication LLC29,176$1,810 12/31/2019
     SCZ29,176$1,810 12/31/2019
Global Retirement Partners LLC27,558$1,716 12/31/2019
     SCZ27,558$1,716 12/31/2019
Cresset Asset Management LLC26,461$1,648 12/31/2019
     SCZ26,461$1,648 12/31/2019
Steward Partners Investment Advisory LLC26,397$1,644 12/31/2019
     SCZ26,397$1,644 12/31/2019
Independence Wealth Advisors Inc.26,384$1,643 12/31/2019
     SCZ26,384$1,643 12/31/2019
Putnam FL Investment Management Co.26,058$1,623 12/31/2019
     SCZ26,058$1,623 12/31/2019
Private Advisor Group LLC25,389$1,581 12/31/2019
     SCZ25,389$1,581 12/31/2019
WESCAP Management Group Inc.25,256$1,572 12/31/2019
     SCZ25,256$1,572 12/31/2019
Nottingham Advisors Inc.25,177$1,568 12/31/2019
     SCZ25,177$1,568 12/31/2019
Invesco Ltd.24,685$1,537 12/31/2019
     SCZ24,685$1,537 12/31/2019
Sigma Planning Corp24,607$1,533 12/31/2019
     SCZ24,607$1,533 12/31/2019
Smart Money Group LLC24,617$1,533 12/31/2019
     SCZ24,617$1,533 12/31/2019
Merit Financial Group LLC24,405$1,520 12/31/2019
     SCZ24,405$1,520 12/31/2019
Burleson & Company LLC24,245$1,509 12/31/2019
     SCZ24,245$1,509 12/31/2019
Chesley Taft & Associates LLC23,896$1,488 12/31/2019
     SCZ23,896$1,488 12/31/2019
West Coast Financial LLC23,836$1,485 12/31/2019
     SCZ23,836$1,485 12/31/2019
Gamble Jones Investment Counsel23,306$1,451 12/31/2019
     SCZ23,306$1,451 12/31/2019
Coyle Financial Counsel LLC23,075$1,437 12/31/2019
     SCZ23,075$1,437 12/31/2019
D.A. Davidson & CO.22,752$1,417 12/31/2019
     SCZ22,752$1,417 12/31/2019
Foster Victor Wealth Advisors LLC22,406$1,387 12/31/2019
     SCZ22,406$1,387 12/31/2019
Covenant Partners LLC21,900$1,364 12/31/2019
     SCZ21,900$1,364 12/31/2019
New England Guild Wealth Advisors Inc.21,863$1,362 12/31/2019
     SCZ21,863$1,362 12/31/2019
Balasa Dinverno & Foltz LLC21,821$1,359 12/31/2019
     SCZ21,821$1,359 12/31/2019
Hengehold Capital Management LLC21,642$1,348 12/31/2019
     SCZ21,642$1,348 12/31/2019
Sequoia Financial Advisors LLC21,563$1,343 12/31/2019
     SCZ21,563$1,343 12/31/2019
Madrona Financial Services LLC21,236$1,323 12/31/2019
     SCZ21,236$1,323 12/31/2019
Baldrige Asset Management LLC20,968$1,306 12/31/2019
     SCZ20,968$1,306 12/31/2019
Mid Atlantic Financial Management Inc. ADV20,875$1,300 12/31/2019
     SCZ20,875$1,300 12/31/2019
Nations Financial Group Inc. IA ADV20,515$1,278 12/31/2019
     SCZ20,515$1,278 12/31/2019
Gofen & Glossberg LLC IL20,143$1,255 12/31/2019
     SCZ20,143$1,255 12/31/2019
Family Firm Inc.20,121$1,253 12/31/2019
     SCZ20,121$1,253 12/31/2019
O Brien Wealth Partners LLC28,023$1,218 03/31/2020
     SCZ28,023$1,218 03/31/2020
Argent Trust Co19,516$1,215 12/31/2019
     SCZ19,516$1,215 12/31/2019
Crewe Advisors LLC19,508$1,215 12/31/2019
     SCZ19,508$1,215 12/31/2019
Sentinel Trust Co. LBA19,300$1,202 12/31/2019
     SCZ19,300$1,202 12/31/2019
Creative Financial Designs Inc. ADV19,033$1,196 12/31/2019
     SCZ19,033$1,196 12/31/2019
AlphaMark Advisors LLC18,900$1,177 12/31/2019
     SCZ18,900$1,177 12/31/2019
Nuveen Asset Management LLC18,800$1,171 12/31/2019
     SCZ18,800$1,171 12/31/2019
Omega Financial Group LLC18,476$1,151 12/31/2019
     SCZ18,476$1,151 12/31/2019
Ropes Wealth Advisors LLC18,380$1,145 12/31/2019
     SCZ18,380$1,145 12/31/2019
GFS Advisors LLC18,292$1,139 12/31/2019
     SCZ18,292$1,139 12/31/2019
Bogart Wealth LLC17,896$1,115 12/31/2019
     SCZ17,896$1,115 12/31/2019
IHT Wealth Management LLC17,363$1,081 12/31/2019
     SCZ17,363$1,081 12/31/2019
Strategic Global Advisors LLC16,980$1,058 12/31/2019
     SCZ16,980$1,058 12/31/2019
Polaris Greystone Financial Group LLC16,963$1,058 12/31/2019
     SCZ16,963$1,058 12/31/2019
Acorn Financial Advisory Services Inc. ADV16,954$1,057 12/31/2019
     SCZ16,954$1,057 12/31/2019
Lenox Wealth Advisors LLC22,812$1,023 03/31/2020
     SCZ22,812$1,023 03/31/2020
Vista Wealth Management Group LLC16,290$1,015 12/31/2019
     SCZ16,290$1,015 12/31/2019
Truewealth LLC15,681$977 12/31/2019
     SCZ15,681$977 12/31/2019
PBMares Wealth Management LLC15,588$971 12/31/2019
     SCZ15,588$971 12/31/2019
Columbus Macro LLC15,575$970 12/31/2019
     SCZ15,575$970 12/31/2019
Asset Planning Services Ltd.15,592$951 12/31/2019
     SCZ15,592$951 12/31/2019
Pinnacle Wealth Planning Services Inc.15,259$950 12/31/2019
     SCZ15,259$950 12/31/2019
Citadel Advisors LLC15,083$939 12/31/2019
     SCZ15,083$939 12/31/2019
Verde Capital Management14,978$933 12/31/2019
     SCZ14,978$933 12/31/2019
Parallel Advisors LLC14,948$931 12/31/2019
     SCZ14,948$931 12/31/2019
Armbruster Capital Management Inc.14,924$929 12/31/2019
     SCZ14,924$929 12/31/2019
PagnatoKarp Partners LLC14,517$904 12/31/2019
     SCZ14,517$904 12/31/2019
Segall Bryant & Hamill LLC14,468$900 12/31/2019
     SCZ14,468$900 12/31/2019
Alhambra Investment Partners LLC14,175$883 12/31/2019
     SCZ14,175$883 12/31/2019
AdvicePeriod LLC13,770$863 12/31/2019
     SCZ13,770$863 12/31/2019
M Holdings Securities Inc.13,792$859 12/31/2019
     SCZ13,792$859 12/31/2019
GWM Advisors LLC13,655$850 12/31/2019
     SCZ13,655$850 12/31/2019
RPg Family Wealth Advisory LLC13,551$844 12/31/2019
     SCZ13,551$844 12/31/2019
Quest Capital Management Inc. ADV13,512$842 12/31/2019
     SCZ13,512$842 12/31/2019
Lloyd Advisory Services LLC.13,402$835 12/31/2019
     SCZ13,402$835 12/31/2019
Vista Private Wealth Partners. LLC13,279$834 12/31/2019
     SCZ13,279$834 12/31/2019
Johnson Investment Counsel Inc.13,341$831 12/31/2019
     SCZ13,341$831 12/31/2019
Clearwater Capital Advisors LLC13,214$823 12/31/2019
     SCZ13,214$823 12/31/2019
Montecito Bank & Trust12,663$788 12/31/2019
     SCZ12,663$788 12/31/2019
Dakota Wealth Management12,596$784 12/31/2019
     SCZ12,596$784 12/31/2019
Pointe Capital Management LLC12,479$777 12/31/2019
     SCZ12,479$777 12/31/2019
Full Sail Capital LLC12,546$775 12/31/2019
     SCZ12,546$775 12/31/2019
Cetera Advisors LLC12,270$765 12/31/2019
     SCZ12,270$765 12/31/2019
Capital One National Association12,085$753 12/31/2019
     SCZ12,085$753 12/31/2019
FTB Advisors Inc.11,974$745 12/31/2019
     SCZ11,974$745 12/31/2019
Atria Investments LLC11,868$739 12/31/2019
     SCZ11,868$739 12/31/2019
Klingman & Associates LLC11,851$738 12/31/2019
     SCZ11,851$738 12/31/2019
Atlas Capital Advisors LLC11,838$737 12/31/2019
     SCZ11,838$737 12/31/2019
Deutsche Bank AG11,695$728 12/31/2019
     SCZ11,695$728 12/31/2019
Pacific Edge Advisors LLC11,565$720 12/31/2019
     SCZ11,565$720 12/31/2019
Vista Investment Management11,420$711 12/31/2019
     SCZ11,420$711 12/31/2019
WP Advisors LLC11,375$708 12/31/2019
     SCZ11,375$708 12/31/2019
HBK Sorce Advisory LLC11,326$705 12/31/2019
     SCZ11,326$705 12/31/2019
Commerce Bank11,245$700 12/31/2019
     SCZ11,245$700 12/31/2019
Premise Capital LLC10,994$685 12/31/2019
     SCZ10,994$685 12/31/2019
Johnson Financial Group LLC10,839$675 12/31/2019
     SCZ10,839$675 12/31/2019
9258 Wealth Management LLC10,836$675 12/31/2019
     SCZ10,836$675 12/31/2019
Lee Financial Co10,760$670 12/31/2019
     SCZ10,760$670 12/31/2019
Archford Capital Strategies LLC10,717$667 12/31/2019
     SCZ10,717$667 12/31/2019
Moisand Fitzgerald Tamayo LLC10,524$655 12/31/2019
     SCZ10,524$655 12/31/2019
Rockefeller Capital Management L.P.10,494$654 12/31/2019
     SCZ10,494$654 12/31/2019
Truepoint Inc.10,431$650 12/31/2019
     SCZ10,431$650 12/31/2019
Pioneer Trust Bank N A OR10,330$643 12/31/2019
     SCZ10,330$643 12/31/2019
Manchester Capital Management LLC10,243$638 12/31/2019
     SCZ10,243$638 12/31/2019
Covenant Multifamily Offices LLC7,327$634 12/31/2019
     SCZ7,327$634 12/31/2019
Beaumont Financial Partners LLC9,806$611 12/31/2019
     SCZ9,806$611 12/31/2019
Prudential PLC9,780$609 12/31/2019
     SCZ9,780$609 12/31/2019
IFG Advisors LLC9,726$606 12/31/2019
     SCZ9,726$606 12/31/2019
St. Louis Trust Co9,680$603 12/31/2019
     SCZ9,680$603 12/31/2019
Vicus Capital9,617$599 12/31/2019
     SCZ9,617$599 12/31/2019
Aspiriant LLC9,592$598 12/31/2019
     SCZ9,592$598 12/31/2019
Vivaldi Capital Management LLC9,453$589 12/31/2019
     SCZ9,453$589 12/31/2019
Magnus Financial Group LLC9,385$584 12/31/2019
     SCZ9,385$584 12/31/2019
Kavar Capital Partners LLC9,340$582 12/31/2019
     SCZ9,340$582 12/31/2019
Vantage Financial Partners Ltd. Inc.9,250$576 12/31/2019
     SCZ9,250$576 12/31/2019
Peak Financial Management Inc.9,146$570 12/31/2019
     SCZ9,146$570 12/31/2019
RNC Capital Management LLC9,100$567 12/31/2019
     SCZ9,100$567 12/31/2019
StrategIQ Financial Group LLC8,976$559 12/31/2019
     SCZ8,976$559 12/31/2019
Koshinski Asset Management Inc.8,995$557 12/31/2019
     SCZ8,995$557 12/31/2019
CWM LLC8,863$552 12/31/2019
     SCZ8,863$552 12/31/2019
BEAM Asset Management LLC8,819$549 12/31/2019
     SCZ8,819$549 12/31/2019
Strategic Wealth Partners Group LLC8,798$548 12/31/2019
     SCZ8,798$548 12/31/2019
Kalos Management Inc.8,682$541 12/31/2019
     SCZ8,682$541 12/31/2019
Cumberland Advisors Inc.8,610$536 12/31/2019
     SCZ8,610$536 12/31/2019
Nicolet Advisory Services LLC8,611$536 12/31/2019
     SCZ8,611$536 12/31/2019
KFA Private Wealth Group LLC8,555$533 12/31/2019
     SCZ8,555$533 12/31/2019
Wealthspire Advisors L.P.8,501$529 12/31/2019
     SCZ8,501$529 12/31/2019
Alpha Omega Wealth Management LLC8,350$520 12/31/2019
     SCZ8,350$520 12/31/2019
Northwest Wealth Management LLC8,308$517 12/31/2019
     SCZ8,308$517 12/31/2019
SVA Wealth Management LLC8,224$512 12/31/2019
     SCZ8,224$512 12/31/2019
DT Investment Partners LLC8,208$511 12/31/2019
     SCZ8,208$511 12/31/2019
DAVENPORT & Co LLC7,980$497 12/31/2019
     SCZ7,980$497 12/31/2019
Kingsview Wealth Management LLC7,961$496 12/31/2019
     SCZ7,961$496 12/31/2019
Benjamin F. Edwards & Company Inc.7,765$484 12/31/2019
     SCZ7,765$484 12/31/2019
Aries Wealth Management7,741$481 12/31/2019
     SCZ7,741$481 12/31/2019
Willow Creek Wealth Management Inc.7,537$469 12/31/2019
     SCZ7,537$469 12/31/2019
Cullen Frost Bankers Inc.7,479$466 12/31/2019
     SCZ7,479$466 12/31/2019
Nicolet Bankshares Inc.7,439$463 12/31/2019
     SCZ7,439$463 12/31/2019
Navellier & Associates Inc7,372$459 12/31/2019
     SCZ7,372$459 12/31/2019
Raymond James Trust N.A.7,348$458 12/31/2019
     SCZ7,348$458 12/31/2019
Capital Wealth Alliance LLC7,467$447 12/31/2019
     SCZ7,467$447 12/31/2019
Cedar Brook Financial Partners LLC7,162$446 12/31/2019
     SCZ7,162$446 12/31/2019
First Commonwealth Financial Corp PA7,083$441 12/31/2019
     SCZ7,083$441 12/31/2019
Wrapmanager Inc.7,033$438 12/31/2019
     SCZ7,033$438 12/31/2019
First American Trust FSB6,984$435 12/31/2019
     SCZ6,984$435 12/31/2019
Peapack Gladstone Financial Corp6,869$428 12/31/2019
     SCZ6,869$428 12/31/2019
Wedbush Securities Inc.6,799$423 12/31/2019
     SCZ6,799$423 12/31/2019
Wealthcare Capital Management LLC6,771$422 12/31/2019
     SCZ6,771$422 12/31/2019
Whalerock Point Partners LLC6,700$417 12/31/2019
     SCZ6,700$417 12/31/2019
Cobblestone Capital Advisors LLC NY6,673$416 12/31/2019
     SCZ6,673$416 12/31/2019
Marshall Financial Group Inc. ADV6,649$414 12/31/2019
     SCZ6,649$414 12/31/2019
TPG Financial Advisors LLC6,488$404 12/31/2019
     SCZ6,488$404 12/31/2019
Fiduciary Trust Co.6,458$402 12/31/2019
     SCZ6,458$402 12/31/2019
MidWestOne Financial Group Inc.6,462$402 12/31/2019
     SCZ6,462$402 12/31/2019
EP Wealth Advisors LLC6,413$399 12/31/2019
     SCZ6,413$399 12/31/2019
BBVA USA Bancshares Inc.6,238$389 12/31/2019
     SCZ6,238$389 12/31/2019
Bluestein R H & Co.6,210$387 12/31/2019
     SCZ6,210$387 12/31/2019
Estate Counselors LLC6,150$383 12/31/2019
     SCZ6,150$383 12/31/2019
Headinvest LLC6,128$382 12/31/2019
     SCZ6,128$382 12/31/2019
First Interstate Bank6,064$378 12/31/2019
     SCZ6,064$378 12/31/2019
Truefg LLC6,013$374 12/31/2019
     SCZ6,013$374 12/31/2019
Beacon Pointe Wealth Advisors LLC5,992$373 12/31/2019
     SCZ5,992$373 12/31/2019
Evergreen Capital Management LLC5,964$371 12/31/2019
     SCZ5,964$371 12/31/2019
Scotia Capital Inc.5,949$371 12/31/2019
     SCZ5,949$371 12/31/2019
Tufton Capital Management5,918$368 12/31/2019
     SCZ5,918$368 12/31/2019
Smith & Howard Wealth Management LLC5,816$362 12/31/2019
     SCZ5,816$362 12/31/2019
Courage Miller Partners LLC5,756$359 12/31/2019
     SCZ5,756$359 12/31/2019
Cornerstone Advisory LLC5,703$355 12/31/2019
     SCZ5,703$355 12/31/2019
IFG Advisory LLC5,690$354 12/31/2019
     SCZ5,690$354 12/31/2019
Ancora Advisors LLC5,545$345 12/31/2019
     SCZ5,545$345 12/31/2019
Stokes Family Office LLC5,500$343 12/31/2019
     SCZ5,500$343 12/31/2019
Prospera Financial Services Inc5,485$342 12/31/2019
     SCZ5,485$342 12/31/2019
Nwam LLC5,364$334 12/31/2019
     SCZ5,364$334 12/31/2019
Frontier Wealth Management LLC5,354$333 12/31/2019
     SCZ5,354$333 12/31/2019
Veritable L.P.5,310$331 12/31/2019
     SCZ5,310$331 12/31/2019
Harbor Investment Advisory LLC5,297$330 12/31/2019
     SCZ5,297$330 12/31/2019
Barber Financial Group Inc.5,206$324 12/31/2019
     SCZ5,206$324 12/31/2019
Moloney Securities Asset Management LLC5,204$324 12/31/2019
     SCZ5,204$324 12/31/2019
Traynor Capital Management Inc.5,150$320 12/31/2019
     SCZ5,150$320 12/31/2019
B. Riley Wealth Management Inc.5,108$318 12/31/2019
     SCZ5,108$318 12/31/2019
Ausdal Financial Partners Inc.5,149$313 12/31/2019
     SCZ5,149$313 12/31/2019
Avestar Capital LLC5,028$313 12/31/2019
     SCZ5,028$313 12/31/2019
Summit Financial Strategies Inc.4,919$306 12/31/2019
     SCZ4,919$306 12/31/2019
Dynamic Advisor Solutions LLC4,807$299 12/31/2019
     SCZ4,807$299 12/31/2019
Evergreen Advisors LLC4,759$296 12/31/2019
     SCZ4,759$296 12/31/2019
Robertson Stephens Wealth Management LLC4,756$296 12/31/2019
     SCZ4,756$296 12/31/2019
German American Bancorp Inc.4,700$293 12/31/2019
     SCZ4,700$293 12/31/2019
TCF National Bank4,661$290 12/31/2019
     SCZ4,661$290 12/31/2019
Financial Consulate Inc.4,553$284 12/31/2019
     SCZ4,553$284 12/31/2019
Parkside Investments LLC4,565$284 12/31/2019
     SCZ4,565$284 12/31/2019
Captrust Financial Advisors4,479$281 12/31/2019
     SCZ4,479$281 12/31/2019
Evercore Wealth Management LLC4,499$280 12/31/2019
     SCZ4,499$280 12/31/2019
Leicht Financial Planning & Wealth Management Inc.4,442$277 12/31/2019
     SCZ4,442$277 12/31/2019
First National Trust Co4,394$274 12/31/2019
     SCZ4,394$274 12/31/2019
Csenge Advisory Group4,394$274 12/31/2019
     SCZ4,394$274 12/31/2019
RMB Capital Management LLC4,364$272 12/31/2019
     SCZ4,364$272 12/31/2019
Regions Financial Corp4,292$268 12/31/2019
     SCZ4,292$268 12/31/2019
Integrated Investment Consultants LLC4,247$264 12/31/2019
     SCZ4,247$264 12/31/2019
Gladstone Institutional Advisory LLC4,237$264 12/31/2019
     SCZ4,237$264 12/31/2019
J.W. Cole Advisors Inc.4,203$262 12/31/2019
     SCZ4,203$262 12/31/2019
Smith Moore & CO.4,187$261 12/31/2019
     SCZ4,187$261 12/31/2019
Next Capital Management LLC4,142$258 12/31/2019
     SCZ4,142$258 12/31/2019
TI Trust Inc.4,126$257 12/31/2019
     SCZ4,126$257 12/31/2019
Diversified Portfolios Inc.4,095$255 12/31/2019
     SCZ4,095$255 12/31/2019
First Ascent Asset Management LLC4,046$252 12/31/2019
     SCZ4,046$252 12/31/2019
Key Financial Inc3,963$247 12/31/2019
     SCZ3,963$247 12/31/2019
Bingham Osborn & Scarborough LLC3,948$246 12/31/2019
     SCZ3,948$246 12/31/2019
Personal Capital Advisors Corp3,886$242 12/31/2019
     SCZ3,886$242 12/31/2019
Boys Arnold & Co. Inc.3,824$238 12/31/2019
     SCZ3,824$238 12/31/2019
Tarbox Family Office Inc.3,814$238 12/31/2019
     SCZ3,814$238 12/31/2019
Integrated Advisors Network LLC3,786$236 12/31/2019
     SCZ3,786$236 12/31/2019
Howe & Rusling Inc.3,778$235 12/31/2019
     SCZ3,778$235 12/31/2019
PFG Advisors3,795$235 12/31/2019
     SCZ3,795$235 12/31/2019
Frontier Investment Mgmt Co.3,740$233 12/31/2019
     SCZ3,740$233 12/31/2019
Moneywise Inc.4,066$233 12/31/2019
     SCZ4,066$233 12/31/2019
Charles Schwab Trust Co3,749$233 12/31/2019
     SCZ3,749$233 12/31/2019
SRS Capital Advisors Inc.3,723$232 12/31/2019
     SCZ3,723$232 12/31/2019
Manchester Financial Inc.3,711$231 12/31/2019
     SCZ3,711$231 12/31/2019
Colorado Capital Management Inc.3,716$231 12/31/2019
     SCZ3,716$231 12/31/2019
Synovus Financial Corp3,683$230 12/31/2019
     SCZ3,683$230 12/31/2019
Matisse Capital3,700$230 12/31/2019
     SCZ3,700$230 12/31/2019
Stonehearth Capital Management LLC3,634$226 12/31/2019
     SCZ3,634$226 12/31/2019
Samalin Investment Counsel LLC3,614$225 12/31/2019
     SCZ3,614$225 12/31/2019
Peloton Wealth Strategists3,596$224 12/31/2019
     SCZ3,596$224 12/31/2019
Valeo Financial Advisors LLC3,573$223 12/31/2019
     SCZ3,573$223 12/31/2019
Horizon Investment Services LLC3,559$222 12/31/2019
     SCZ3,559$222 12/31/2019
Atlas Private Wealth Management3,558$222 12/31/2019
     SCZ3,558$222 12/31/2019
Independent Advisor Alliance3,517$219 12/31/2019
     SCZ3,517$219 12/31/2019
AllSquare Wealth Management LLC3,508$218 12/31/2019
     SCZ3,508$218 12/31/2019
Ieq Capital LLC3,430$214 12/31/2019
     SCZ3,430$214 12/31/2019
Perigon Wealth Management LLC3,360$209 12/31/2019
     SCZ3,360$209 12/31/2019
Mutual Advisors LLC3,363$209 12/31/2019
     SCZ3,363$209 12/31/2019
Icon Wealth Partners LLC3,362$209 12/31/2019
     SCZ3,362$209 12/31/2019
Stratos Wealth Partners LTD.3,344$208 12/31/2019
     SCZ3,344$208 12/31/2019
Stephens Inc. AR3,280$204 12/31/2019
     SCZ3,280$204 12/31/2019
Naples Global Advisors LLC3,256$203 12/31/2019
     SCZ3,256$203 12/31/2019
Huber Financial Advisors LLC3,265$203 12/31/2019
     SCZ3,265$203 12/31/2019
FBL Investment Management Services Inc. IA3,175$198 12/31/2019
     SCZ3,175$198 12/31/2019
Ellis Investment Partners LLC3,111$195 12/31/2019
     SCZ3,111$195 12/31/2019
Evensky & Katz LLC2,915$181 12/31/2019
     SCZ2,915$181 12/31/2019
Capital Advisors Ltd. LLC2,843$177 12/31/2019
     SCZ2,843$177 12/31/2019
Atwood & Palmer Inc.2,757$172 12/31/2019
     SCZ2,757$172 12/31/2019
Mycio Wealth Partners LLC2,738$170 12/31/2019
     SCZ2,738$170 12/31/2019
Trust Co2,733$170 12/31/2019
     SCZ2,733$170 12/31/2019
AdvisorNet Financial Inc2,589$161 12/31/2019
     SCZ2,589$161 12/31/2019
Ameritas Investment Company LLC2,442$152 12/31/2019
     SCZ2,442$152 12/31/2019
NEXT Financial Group Inc2,431$152 12/31/2019
     SCZ2,431$152 12/31/2019
Clear Investment Research LLC2,727$142 12/31/2019
     SCZ2,727$142 12/31/2019
Legal & General Group Plc1,975$123 12/31/2019
     SCZ1,975$123 12/31/2019
Gemmer Asset Management LLC1,729$108 12/31/2019
     SCZ1,729$108 12/31/2019
Patriot Financial Group Insurance Agency LLC1,729$108 12/31/2019
     SCZ1,729$108 12/31/2019
Pinnacle Bank1,725$107 12/31/2019
     SCZ1,725$107 12/31/2019
Bessemer Group Inc.1,607$100 12/31/2019
     SCZ1,607$100 12/31/2019
New Potomac Partners LLC1,593$99 12/31/2019
     SCZ1,593$99 12/31/2019
IFP Advisors Inc1,458$91 12/31/2019
     SCZ1,458$91 12/31/2019
Delta Asset Management LLC TN1,271$79 12/31/2019
     SCZ1,271$79 12/31/2019
Earnest Partners LLC1,220$76 12/31/2019
     SCZ1,220$76 12/31/2019
Capital Bank & Trust Co1,225$76 12/31/2019
     SCZ1,225$76 12/31/2019
Reilly Financial Advisors LLC1,205$75 12/31/2019
     SCZ1,205$75 12/31/2019
MUFG Americas Holdings Corp1,175$73 12/31/2019
     SCZ1,175$73 12/31/2019
JNBA Financial Advisors1,139$71 12/31/2019
     SCZ1,139$71 12/31/2019
Independence Bank of Kentucky1,084$68 12/31/2019
     SCZ1,084$68 12/31/2019
San Francisco Sentry Investment Group CA1,029$64 12/31/2019
     SCZ1,029$64 12/31/2019
Kings Point Capital Management1,005$63 12/31/2019
     SCZ1,005$63 12/31/2019
Glassman Wealth Services1,006$63 12/31/2019
     SCZ1,006$63 12/31/2019
Squar Milner Financial Services LLC965$60 12/31/2019
     SCZ965$60 12/31/2019
Sonora Investment Management LLC924$58 12/31/2019
     SCZ924$58 12/31/2019
Aptus Capital Advisors LLC935$58 12/31/2019
     SCZ935$58 12/31/2019
Brown Brothers Harriman & Co.884$55 12/31/2019
     SCZ884$55 12/31/2019
Flagship Harbor Advisors LLC852$53 12/31/2019
     SCZ852$53 12/31/2019
Gradient Investments LLC837$52 12/31/2019
     SCZ837$52 12/31/2019
Front Row Advisors LLC837$52 12/31/2019
     SCZ837$52 12/31/2019
Whittier Trust Co.803$50 12/31/2019
     SCZ803$50 12/31/2019
Core Wealth Advisors Inc.810$50 12/31/2019
     SCZ810$50 12/31/2019
Trust Co. of Vermont781$49 12/31/2019
     SCZ781$49 12/31/2019
First Financial Corp IN756$47 12/31/2019
     SCZ756$47 12/31/2019
Bell Rock Capital LLC738$45 12/31/2019
     SCZ738$45 12/31/2019
Hudock Capital Group LLC714$44 12/31/2019
     SCZ714$44 12/31/2019
TCI Wealth Advisors Inc.704$44 12/31/2019
     SCZ704$44 12/31/2019
Toth Financial Advisory Corp695$43 12/31/2019
     SCZ695$43 12/31/2019
TRUE Private Wealth Advisors643$40 12/31/2019
     SCZ643$40 12/31/2019
Orion Portfolio Solutions LLC649$40 12/31/2019
     SCZ649$40 12/31/2019
Proequities Inc.619$39 12/31/2019
     SCZ619$39 12/31/2019
QCI Asset Management Inc. NY603$38 12/31/2019
     SCZ603$38 12/31/2019
TFO TDC LLC545$33 12/31/2019
     SCZ545$33 12/31/2019
Howard Wealth Management LLC530$33 12/31/2019
     SCZ530$33 12/31/2019
Huntington National Bank500$31 12/31/2019
     SCZ500$31 12/31/2019
Webster Bank N. A.500$31 12/31/2019
     SCZ500$31 12/31/2019
Capital Investment Advisory Services LLC500$31 12/31/2019
     SCZ500$31 12/31/2019
Firestone Capital Management490$31 12/31/2019
     SCZ490$31 12/31/2019
Capital Asset Advisory Services LLC487$30 12/31/2019
     SCZ487$30 12/31/2019
Lionsbridge Wealth Management LLC472$29 12/31/2019
     SCZ472$29 12/31/2019
Coastal Capital Group Inc.456$28 12/31/2019
     SCZ456$28 12/31/2019
CLS Investments LLC413$26 12/31/2019
     SCZ413$26 12/31/2019
CFM Wealth Partners LLC415$26 12/31/2019
     SCZ415$26 12/31/2019
Trustcore Financial Services LLC370$23 12/31/2019
     SCZ370$23 12/31/2019
CENTRAL TRUST Co352$22 12/31/2019
     SCZ352$22 12/31/2019
Financial Architects Inc361$22 12/31/2019
     SCZ361$22 12/31/2019
Vigilant Capital Management LLC357$22 12/31/2019
     SCZ357$22 12/31/2019
Cabana LLC346$22 12/31/2019
     SCZ346$22 12/31/2019
Cranbrook Wealth Management LLC328$20 12/31/2019
     SCZ328$20 12/31/2019
Sandy Spring Bank312$19 12/31/2019
     SCZ312$19 12/31/2019
Emerald Investment Partners LLC305$19 12/31/2019
     SCZ305$19 12/31/2019
MCF Advisors LLC292$18 12/31/2019
     SCZ292$18 12/31/2019
Prime Capital Investment Advisors LLC279$17 12/31/2019
     SCZ279$17 12/31/2019
Tsfg LLC279$17 12/31/2019
     SCZ279$17 12/31/2019
Enterprise Trust & Investment Co254$16 12/31/2019
     SCZ254$16 12/31/2019
Signaturefd LLC247$15 12/31/2019
     SCZ247$15 12/31/2019
Ellevest Inc.243$15 12/31/2019
     SCZ243$15 12/31/2019
Whittier Trust Co. of Nevada Inc.222$14 12/31/2019
     SCZ222$14 12/31/2019
Liberty Wealth Management LLC230$14 12/31/2019
     SCZ230$14 12/31/2019
Institute for Wealth Management LLC.194$12 12/31/2019
     SCZ194$12 12/31/2019
Global Trust Asset Management LLC200$12 12/31/2019
     SCZ200$12 12/31/2019
Northern Oak Wealth Management Inc.157$10 12/31/2019
     SCZ157$10 12/31/2019
First Personal Financial Services166$10 12/31/2019
     SCZ166$10 12/31/2019
Mcmillion Capital Management Inc.150$9 12/31/2019
     SCZ150$9 12/31/2019
Plante Moran Financial Advisors LLC141$9 12/31/2019
     SCZ141$9 12/31/2019
Carroll Financial Associates Inc.148$9 12/31/2019
     SCZ148$9 12/31/2019
Procyon Private Wealth Partners LLC150$9 12/31/2019
     SCZ150$9 12/31/2019
North Star Investment Management Corp.122$8 12/31/2019
     SCZ122$8 12/31/2019
Bedel Financial Consulting Inc.123$8 12/31/2019
     SCZ123$8 12/31/2019
Stonebridge Capital Advisors LLC105$7 12/31/2019
     SCZ105$7 12/31/2019
BDO Wealth Advisors LLC117$7 12/31/2019
     SCZ117$7 12/31/2019
Duncker Streett & Co. Inc.100$6 12/31/2019
     SCZ100$6 12/31/2019
Simplex Trading LLC100$6 12/31/2019
     SCZ100$6 12/31/2019
Gables Capital Management Inc.79$5 12/31/2019
     SCZ79$5 12/31/2019
Mine & Arao Wealth Creation & Management LLC.81$5 12/31/2019
     SCZ81$5 12/31/2019
HighMark Wealth Management LLC76$4 12/31/2019
     SCZ76$4 12/31/2019
Global Wealth Management Investment Advisory Inc.49$3 12/31/2019
     SCZ49$3 12/31/2019
EPG Wealth Management LLC43$3 12/31/2019
     SCZ43$3 12/31/2019
Townsend Asset Management Corp NC ADV39$2 12/31/2019
     SCZ39$2 12/31/2019
Kayne Anderson Rudnick Investment Management LLC29$2 12/31/2019
     SCZ29$2 12/31/2019
Barnett & Company Inc.25$2 12/31/2019
     SCZ25$2 12/31/2019
Argent Advisors Inc.43$2 12/31/2019
     SCZ43$2 12/31/2019
IMA Wealth Inc.35$2 12/31/2019
     SCZ35$2 12/31/2019
Cutler Group LP $2 12/31/2019
     Call900$2 12/31/2019
Willingdon Wealth Management35$2 12/31/2019
     SCZ35$2 12/31/2019
Community Bank N.A.25$2 12/31/2019
     SCZ25$2 12/31/2019
D Orazio & Associates Inc.35$2 12/31/2019
     SCZ35$2 12/31/2019
Nvwm LLC33$2 12/31/2019
     SCZ33$2 12/31/2019
McIlrath & Eck LLC34$2 12/31/2019
     SCZ34$2 12/31/2019
Vectors Research Management LLC36$2 12/31/2019
     SCZ36$2 12/31/2019
PSI Advisors LLC38$2 12/31/2019
     SCZ38$2 12/31/2019
Total Clarity Wealth Management Inc.40$2 12/31/2019
     SCZ40$2 12/31/2019
Panagora Asset Management Inc.9$1 12/31/2019
     SCZ9$1 12/31/2019
Lakeview Capital Partners LLC23$1 12/31/2019
     SCZ23$1 12/31/2019
Armor Investment Advisors LLC13$1 12/31/2019
     SCZ13$1 12/31/2019
Harvest Group Wealth Management LLC25$1 12/31/2019
     SCZ25$1 12/31/2019
HCR Wealth Advisors18$1 12/31/2019
     SCZ18$1 12/31/2019
First Command Advisory Services Inc.12$1 12/31/2019
     SCZ12$1 12/31/2019
Tower View Investment Management & Research LLC16$1 12/31/2019
     SCZ16$1 12/31/2019
ERTS Wealth Advisors LLC15$1 12/31/2019
     SCZ15$1 12/31/2019
Wealth Quarterback LLC12$1 12/31/2019
     SCZ12$1 12/31/2019
Barclays PLC5$0 12/31/2019
     SCZ5$0 12/31/2019
Savior LLC1$0 12/31/2019
     SCZ1$0 12/31/2019
Silicon Hills Wealth Management LLC3$0 12/31/2019
     SCZ3$0 12/31/2019
Engrave Wealth Partners LLC3$0 12/31/2019
     SCZ3$0 12/31/2019

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

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