Holder | Amount | Position Size
($ in 1000's) | As of |
Strategic Wealth Partners Ltd. | 39,052 | $1,825,327 | 09/30/2019 |
SHV | 39,052 | $1,825,327 | 09/30/2019 |
JPMorgan Chase & Co. | 11,719,800 | $1,296,444 | 09/30/2019 |
SHV | 11,719,800 | $1,296,444 | 09/30/2019 |
Betterment LLC | 8,312,085 | $919,732 | 09/30/2019 |
SHV | 8,312,085 | $919,732 | 09/30/2019 |
BlackRock Inc. | 5,703,246 | $630,894 | 09/30/2019 |
SHV | 5,703,246 | $630,894 | 09/30/2019 |
Wells Fargo & Company MN | 5,054,003 | $559,074 | 09/30/2019 |
SHV | 5,054,003 | $559,074 | 09/30/2019 |
FMR LLC | 4,248,017 | $469,915 | 09/30/2019 |
SHV | 4,248,017 | $469,915 | 09/30/2019 |
Bank of America Corp DE | 3,305,707 | $365,677 | 09/30/2019 |
SHV | 3,305,707 | $365,677 | 09/30/2019 |
Morgan Stanley | 2,845,140 | $314,729 | 09/30/2019 |
SHV | 2,845,140 | $314,729 | 09/30/2019 |
Jane Street Group LLC | 2,382,060 | $263,504 | 09/30/2019 |
SHV | 2,382,060 | $263,504 | 09/30/2019 |
IndexIQ Advisors LLC | 2,371,023 | $262,283 | 09/30/2019 |
SHV | 2,371,023 | $262,283 | 09/30/2019 |
Assetmark Inc. | 2,185,707 | $241,783 | 09/30/2019 |
SHV | 2,185,707 | $241,783 | 09/30/2019 |
Grimes & Company Inc. | 1,947,516 | $215,434 | 09/30/2019 |
SHV | 1,947,516 | $215,434 | 09/30/2019 |
Equity Investment Corp | 1,637,475 | $181,137 | 09/30/2019 |
SHV | 1,637,475 | $181,137 | 09/30/2019 |
Stifel Financial Corp | 1,547,795 | $171,217 | 09/30/2019 |
SHV | 1,547,795 | $171,217 | 09/30/2019 |
Royal Bank of Canada | 1,294,632 | $143,211 | 09/30/2019 |
SHV | 1,294,632 | $143,211 | 09/30/2019 |
LPL Financial LLC | 1,144,275 | $126,580 | 09/30/2019 |
SHV | 1,144,275 | $126,580 | 09/30/2019 |
Ameriprise Financial Inc. | 1,125,228 | $124,511 | 09/30/2019 |
SHV | 1,125,228 | $124,511 | 09/30/2019 |
Goldman Sachs Group Inc. | 923,949 | $102,207 | 09/30/2019 |
SHV | 923,949 | $102,207 | 09/30/2019 |
Raymond James & Associates | 797,310 | $88,199 | 09/30/2019 |
SHV | 797,310 | $88,199 | 09/30/2019 |
UBS Group AG | 783,314 | $86,650 | 09/30/2019 |
SHV | 783,314 | $86,650 | 09/30/2019 |
Jordan Park Group LLC | 645,054 | $71,356 | 09/30/2019 |
SHV | 645,054 | $71,356 | 09/30/2019 |
Envestnet Asset Management Inc. | 570,515 | $63,110 | 09/30/2019 |
SHV | 570,515 | $63,110 | 09/30/2019 |
NextCapital Advisers Inc. | 566,724 | $62,679 | 09/30/2019 |
SHV | 566,724 | $62,679 | 09/30/2019 |
Hsbc Holdings PLC | 557,394 | $61,659 | 09/30/2019 |
SHV | 557,394 | $61,659 | 09/30/2019 |
Miracle Mile Advisors LLC | 456,816 | $50,533 | 09/30/2019 |
SHV | 456,816 | $50,533 | 09/30/2019 |
Pacific Financial Group Inc. | 436,420 | $48,290 | 09/30/2019 |
SHV | 436,420 | $48,290 | 09/30/2019 |
Citadel Advisors LLC | 417,805 | $46,218 | 09/30/2019 |
SHV | 417,805 | $46,218 | 09/30/2019 |
Banco Santander S.A. | 409,797 | $45,274 | 09/30/2019 |
SHV | 409,797 | $45,274 | 09/30/2019 |
Stadion Money Management LLC | 375,368 | $41,523 | 09/30/2019 |
SHV | 375,368 | $41,523 | 09/30/2019 |
Raymond James Financial Services Advisors Inc. | 342,100 | $37,848 | 09/30/2019 |
SHV | 342,100 | $37,848 | 09/30/2019 |
Global Financial Private Capital Inc | 276,935 | $30,635 | 09/30/2019 |
SHV | 276,935 | $30,635 | 09/30/2019 |
Hollow Brook Wealth Management LLC | 265,459 | $29,365 | 09/30/2019 |
SHV | 265,459 | $29,365 | 09/30/2019 |
CWM LLC | 262,005 | $28,983 | 09/30/2019 |
SHV | 262,005 | $28,983 | 09/30/2019 |
Titan Capital Management LLC CA | 239,504 | $26,494 | 09/30/2019 |
SHV | 239,504 | $26,494 | 09/30/2019 |
Acorns Advisers LLC | 215,743 | $23,887 | 09/30/2019 |
SHV | 215,743 | $23,887 | 09/30/2019 |
James Investment Research Inc. | 209,330 | $23,156 | 09/30/2019 |
SHV | 209,330 | $23,156 | 09/30/2019 |
Thrivent Financial for Lutherans | 205,690 | $22,754 | 09/30/2019 |
SHV | 205,690 | $22,754 | 09/30/2019 |
Anchor Capital Advisors LLC | 205,166 | $22,695 | 09/30/2019 |
SHV | 205,166 | $22,695 | 09/30/2019 |
Comerica Securities Inc. | 202,701 | $22,423 | 09/30/2019 |
SHV | 202,701 | $22,423 | 09/30/2019 |
Gamble Jones Investment Counsel | 170,445 | $18,855 | 09/30/2019 |
SHV | 170,445 | $18,855 | 09/30/2019 |
Alaska Permanent Capital Management | 170,349 | $18,844 | 09/30/2019 |
SHV | 170,349 | $18,844 | 09/30/2019 |
APCM Wealth Management for Individuals | 170,349 | $18,844 | 09/30/2019 |
SHV | 170,349 | $18,844 | 09/30/2019 |
Ladenburg Thalmann Financial Services Inc. | 157,683 | $17,443 | 09/30/2019 |
SHV | 157,683 | $17,443 | 09/30/2019 |
New York Life Investment Management LLC | 157,474 | $17,393 | 09/30/2019 |
SHV | 157,474 | $17,393 | 09/30/2019 |
Hudock Capital Group LLC | 155,387 | $17,188 | 09/30/2019 |
SHV | 155,387 | $17,188 | 09/30/2019 |
Suntrust Banks Inc. | 149,740 | $16,564 | 09/30/2019 |
SHV | 149,740 | $16,564 | 09/30/2019 |
Credit Suisse AG | 148,975 | $16,480 | 09/30/2019 |
SHV | 148,975 | $16,480 | 09/30/2019 |
Financial Sense Advisors Inc. | 147,782 | $16,348 | 09/30/2019 |
SHV | 147,782 | $16,348 | 09/30/2019 |
Advisor Group Inc. | 137,194 | $15,181 | 09/30/2019 |
SHV | 137,194 | $15,181 | 09/30/2019 |
Kays Financial Advisory Corp ADV | 135,323 | $14,969 | 09/30/2019 |
SHV | 135,323 | $14,969 | 09/30/2019 |
SimpliFi Inc. | 128,334 | $14,196 | 09/30/2019 |
SHV | 128,334 | $14,196 | 09/30/2019 |
FormulaFolio Investments LLC | 125,173 | $13,847 | 09/30/2019 |
SHV | 125,173 | $13,847 | 09/30/2019 |
Mirae Asset Global Investments Co. Ltd. | 120,000 | $13,274 | 09/30/2019 |
SHV | 120,000 | $13,274 | 09/30/2019 |
Oppenheimer & Co. Inc. | 112,933 | $12,493 | 09/30/2019 |
SHV | 112,933 | $12,493 | 09/30/2019 |
Calton & Associates Inc. | 110,876 | $12,265 | 09/30/2019 |
SHV | 110,876 | $12,265 | 09/30/2019 |
Cambridge Investment Research Advisors Inc. | 109,075 | $12,066 | 09/30/2019 |
SHV | 109,075 | $12,066 | 09/30/2019 |
MML Investors Services LLC | 107,875 | $11,933 | 09/30/2019 |
SHV | 107,875 | $11,933 | 09/30/2019 |
Woodmont Investment Counsel LLC | 107,574 | $11,900 | 09/30/2019 |
SHV | 107,574 | $11,900 | 09/30/2019 |
Bank of Montreal Can | 106,506 | $11,782 | 09/30/2019 |
SHV | 106,506 | $11,782 | 09/30/2019 |
Wilbanks Smith & Thomas Asset Management LLC | 104,001 | $11,505 | 09/30/2019 |
SHV | 104,001 | $11,505 | 09/30/2019 |
Opus Capital Group LLC | 102,265 | $11,313 | 09/30/2019 |
SHV | 102,265 | $11,313 | 09/30/2019 |
3EDGE Asset Management LP | 100,312 | $11,097 | 09/30/2019 |
SHV | 100,312 | $11,097 | 09/30/2019 |
CWH Capital Management Inc. | 97,454 | $10,780 | 09/30/2019 |
SHV | 97,454 | $10,780 | 09/30/2019 |
Steward Partners Investment Advisory LLC | 96,093 | $10,629 | 09/30/2019 |
SHV | 96,093 | $10,629 | 09/30/2019 |
Viridian Ria LLC | 95,283 | $10,540 | 09/30/2019 |
SHV | 95,283 | $10,540 | 09/30/2019 |
Northwest Quadrant Wealth Management LLC | 93,845 | $10,382 | 09/30/2019 |
SHV | 93,845 | $10,382 | 09/30/2019 |
Scotia Capital Inc. | 93,546 | $10,348 | 09/30/2019 |
SHV | 93,546 | $10,348 | 09/30/2019 |
Renaissance Technologies LLC | 90,500 | $10,011 | 09/30/2019 |
SHV | 90,500 | $10,011 | 09/30/2019 |
Wealth Alliance Advisory Group LLC | 89,506 | $9,896 | 09/30/2019 |
SHV | 89,506 | $9,896 | 09/30/2019 |
WealthStone Inc. | 88,341 | $9,772 | 09/30/2019 |
SHV | 88,341 | $9,772 | 09/30/2019 |
Millennium Management LLC | 88,061 | $9,741 | 09/30/2019 |
SHV | 88,061 | $9,741 | 09/30/2019 |
EFG Asset Management Americas Corp. | 86,762 | $9,593 | 09/30/2019 |
SHV | 86,762 | $9,593 | 09/30/2019 |
Family Management Corp | 83,199 | $9,203 | 09/30/2019 |
SHV | 83,199 | $9,203 | 09/30/2019 |
Private Advisor Group LLC | 81,999 | $9,069 | 09/30/2019 |
SHV | 81,999 | $9,069 | 09/30/2019 |
MinichMacGregor Wealth Management LLC | 81,661 | $9,033 | 09/30/2019 |
SHV | 81,661 | $9,033 | 09/30/2019 |
Flow Traders U.S. LLC | 80,672 | $8,924 | 09/30/2019 |
SHV | 80,672 | $8,924 | 09/30/2019 |
Cetera Advisors LLC | 78,912 | $8,721 | 09/30/2019 |
SHV | 78,912 | $8,721 | 09/30/2019 |
Manning & Napier Group LLC | 76,800 | $8,495 | 09/30/2019 |
SHV | 76,800 | $8,495 | 09/30/2019 |
Bank of Nova Scotia | 75,420 | $8,343 | 09/30/2019 |
SHV | 75,420 | $8,343 | 09/30/2019 |
Bfsg LLC | 73,570 | $8,138 | 09/30/2019 |
SHV | 73,570 | $8,138 | 09/30/2019 |
Stelac Advisory Services LLC | 72,212 | $7,986 | 09/30/2019 |
SHV | 72,212 | $7,986 | 09/30/2019 |
Citigroup Inc. | 71,662 | $7,927 | 09/30/2019 |
SHV | 71,662 | $7,927 | 09/30/2019 |
BB&T Securities LLC | 71,596 | $7,919 | 09/30/2019 |
SHV | 71,596 | $7,919 | 09/30/2019 |
US Bancorp DE | 68,458 | $7,572 | 09/30/2019 |
SHV | 68,458 | $7,572 | 09/30/2019 |
United Capital Financial Advisers LLC | 65,910 | $7,291 | 09/30/2019 |
SHV | 65,910 | $7,291 | 09/30/2019 |
Commonwealth Equity Services LLC | 61,556 | $6,809 | 09/30/2019 |
SHV | 61,556 | $6,809 | 09/30/2019 |
Private Advisory Group LLC | 61,320 | $6,783 | 09/30/2019 |
SHV | 61,320 | $6,783 | 09/30/2019 |
AdvicePeriod LLC | 58,590 | $6,651 | 09/30/2019 |
SHV | 58,590 | $6,651 | 09/30/2019 |
Sage Advisory Services Ltd.Co. | 59,587 | $6,591 | 09/30/2019 |
SHV | 59,587 | $6,591 | 09/30/2019 |
MA Private Wealth | 59,460 | $6,577 | 09/30/2019 |
SHV | 59,460 | $6,577 | 09/30/2019 |
Pathway Financial Advisors LLC | 56,877 | $6,288 | 09/30/2019 |
SHV | 56,877 | $6,288 | 09/30/2019 |
Advisory Services Network LLC | 55,704 | $6,163 | 09/30/2019 |
SHV | 55,704 | $6,163 | 09/30/2019 |
Jackson Wealth Management LLC | 54,718 | $6,050 | 09/30/2019 |
SHV | 54,718 | $6,050 | 09/30/2019 |
Advisors Preferred LLC | 54,250 | $6,001 | 09/30/2019 |
SHV | 54,250 | $6,001 | 09/30/2019 |
Janney Montgomery Scott LLC | 53,621 | $5,932 | 09/30/2019 |
SHV | 53,621 | $5,932 | 09/30/2019 |
Barings LLC | 52,560 | $5,814 | 09/30/2019 |
SHV | 52,560 | $5,814 | 09/30/2019 |
Eqis Capital Management Inc. | 51,308 | $5,676 | 09/30/2019 |
SHV | 51,308 | $5,676 | 09/30/2019 |
Voya Financial Advisors Inc. | 51,211 | $5,664 | 09/30/2019 |
SHV | 51,211 | $5,664 | 09/30/2019 |
Kwmg LLC | 49,744 | $5,503 | 09/30/2019 |
SHV | 49,744 | $5,503 | 09/30/2019 |
Eldridge Investment Advisors Inc. | 49,700 | $5,488 | 09/30/2019 |
SHV | 49,700 | $5,488 | 09/30/2019 |
White Lighthouse Investment Management Inc. | 49,500 | $5,476 | 09/30/2019 |
SHV | 49,500 | $5,476 | 09/30/2019 |
Relative Value Partners Group LLC | 49,150 | $5,437 | 09/30/2019 |
SHV | 49,150 | $5,437 | 09/30/2019 |
Cougar Global Investments Ltd | 48,271 | $5,340 | 09/30/2019 |
SHV | 48,271 | $5,340 | 09/30/2019 |
HighTower Advisors LLC | 45,445 | $5,026 | 09/30/2019 |
SHV | 45,445 | $5,026 | 09/30/2019 |
Mid Atlantic Financial Management Inc. ADV | 43,301 | $4,790 | 09/30/2019 |
SHV | 43,301 | $4,790 | 09/30/2019 |
The Manufacturers Life Insurance Company | 38,914 | $4,305 | 09/30/2019 |
SHV | 38,914 | $4,305 | 09/30/2019 |
Stephens Inc. AR | 38,669 | $4,278 | 09/30/2019 |
SHV | 38,669 | $4,278 | 09/30/2019 |
Wedbush Securities Inc. | 38,451 | $4,253 | 09/30/2019 |
SHV | 38,451 | $4,253 | 09/30/2019 |
KCS Wealth Advisory | 37,821 | $4,184 | 09/30/2019 |
SHV | 37,821 | $4,184 | 09/30/2019 |
ERTS Wealth Advisors LLC | 36,750 | $4,065 | 09/30/2019 |
SHV | 36,750 | $4,065 | 09/30/2019 |
Baird Financial Group Inc. | 34,983 | $3,870 | 09/30/2019 |
SHV | 34,983 | $3,870 | 09/30/2019 |
Belpointe Asset Management LLC | 34,970 | $3,869 | 06/30/2019 |
SHV | 34,970 | $3,869 | 06/30/2019 |
Blue Square Asset Management LLC | 34,305 | $3,795 | 09/30/2019 |
SHV | 34,305 | $3,795 | 09/30/2019 |
Stone House Investment Management LLC | 33,089 | $3,660 | 09/30/2019 |
SHV | 33,089 | $3,660 | 09/30/2019 |
Kovitz Investment Group Partners LLC | 31,730 | $3,510 | 09/30/2019 |
SHV | 31,730 | $3,510 | 09/30/2019 |
Elm Partners Management LLC | 31,509 | $3,486 | 09/30/2019 |
SHV | 31,509 | $3,486 | 09/30/2019 |
Pictet Asset Management Ltd. | 31,500 | $3,485 | 09/30/2019 |
SHV | 31,500 | $3,485 | 09/30/2019 |
Cadinha & Co. LLC | 30,704 | $3,396 | 09/30/2019 |
SHV | 30,704 | $3,396 | 09/30/2019 |
Pinnacle Financial Partners Inc. | 30,445 | $3,368 | 09/30/2019 |
SHV | 30,445 | $3,368 | 09/30/2019 |
First Allied Advisory Services Inc. | 29,913 | $3,320 | 09/30/2019 |
SHV | 29,913 | $3,320 | 09/30/2019 |
Csenge Advisory Group | 29,053 | $3,214 | 09/30/2019 |
SHV | 29,053 | $3,214 | 09/30/2019 |
Mutual Advisors LLC | 27,219 | $3,011 | 09/30/2019 |
SHV | 27,219 | $3,011 | 09/30/2019 |
Deutsche Bank AG | 27,180 | $3,005 | 09/30/2019 |
SHV | 27,180 | $3,005 | 09/30/2019 |
Ballentine Partners LLC | 27,113 | $2,999 | 09/30/2019 |
SHV | 27,113 | $2,999 | 09/30/2019 |
D.A. Davidson & CO. | 26,852 | $2,970 | 09/30/2019 |
SHV | 26,852 | $2,970 | 09/30/2019 |
Acima Private Wealth LLC | 25,209 | $2,788 | 09/30/2019 |
SHV | 25,209 | $2,788 | 09/30/2019 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 23,952 | $2,649 | 09/30/2019 |
SHV | 23,952 | $2,649 | 09/30/2019 |
HMS Capital Management LLC | 22,829 | $2,525 | 09/30/2019 |
SHV | 22,829 | $2,525 | 09/30/2019 |
Nicholas Hoffman & Company LLC. | 22,245 | $2,461 | 09/30/2019 |
SHV | 22,245 | $2,461 | 09/30/2019 |
Institute for Wealth Management LLC. | 19,634 | $2,172 | 09/30/2019 |
SHV | 19,634 | $2,172 | 09/30/2019 |
BB&T Corp | 19,518 | $2,159 | 09/30/2019 |
SHV | 19,518 | $2,159 | 09/30/2019 |
Delta Investment Management LLC | 18,644 | $2,062 | 09/30/2019 |
SHV | 18,644 | $2,062 | 09/30/2019 |
IPG Investment Advisors LLC | 18,526 | $2,049 | 09/30/2019 |
SHV | 18,526 | $2,049 | 09/30/2019 |
Financial Engines Advisors L.L.C. | 15,501 | $2,045 | 09/30/2019 |
SHV | 15,501 | $2,045 | 09/30/2019 |
Madison Investment Holdings Inc. | 17,292 | $1,913 | 09/30/2019 |
SHV | 17,292 | $1,913 | 09/30/2019 |
VisionPoint Advisory Group LLC | 17,205 | $1,902 | 09/30/2019 |
SHV | 17,205 | $1,902 | 09/30/2019 |
HRT Financial LLC | 17,077 | $1,889 | 09/30/2019 |
SHV | 17,077 | $1,889 | 09/30/2019 |
Hilltop Holdings Inc. | 17,026 | $1,883 | 09/30/2019 |
SHV | 17,026 | $1,883 | 09/30/2019 |
ProVise Management Group LLC | 16,965 | $1,877 | 09/30/2019 |
SHV | 16,965 | $1,877 | 09/30/2019 |
Keybank National Association OH | 16,519 | $1,827 | 09/30/2019 |
SHV | 16,519 | $1,827 | 09/30/2019 |
Meristem Family Wealth LLC | 16,435 | $1,818 | 09/30/2019 |
SHV | 16,435 | $1,818 | 09/30/2019 |
Ifrah Financial Services Inc. | 16,064 | $1,777 | 09/30/2019 |
SHV | 16,064 | $1,777 | 09/30/2019 |
Aspiriant LLC | 16,049 | $1,776 | 09/30/2019 |
SHV | 16,049 | $1,776 | 09/30/2019 |
Dakota Wealth Management | 15,805 | $1,748 | 09/30/2019 |
SHV | 15,805 | $1,748 | 09/30/2019 |
First Wilshire Securities Management Inc. | 14,997 | $1,659 | 09/30/2019 |
SHV | 14,997 | $1,659 | 09/30/2019 |
K.J. Harrison & Partners Inc | 15,000 | $1,659 | 09/30/2019 |
SHV | 15,000 | $1,659 | 09/30/2019 |
First National Bank of South Miami | 14,139 | $1,565 | 09/30/2019 |
SHV | 14,139 | $1,565 | 09/30/2019 |
GWM Advisors LLC | 13,477 | $1,491 | 09/30/2019 |
SHV | 13,477 | $1,491 | 09/30/2019 |
Cliftonlarsonallen Wealth Advisors LLC | 13,035 | $1,442 | 09/30/2019 |
SHV | 13,035 | $1,442 | 09/30/2019 |
Cambria Investment Management L.P. | 12,938 | $1,438 | 09/30/2019 |
SHV | 12,938 | $1,438 | 09/30/2019 |
Cabana LLC | 12,974 | $1,435 | 09/30/2019 |
SHV | 12,974 | $1,435 | 09/30/2019 |
Alesco Advisors LLC | 12,615 | $1,395 | 09/30/2019 |
SHV | 12,615 | $1,395 | 09/30/2019 |
Wolverine Trading LLC | 12,500 | $1,383 | 09/30/2019 |
SHV | 12,500 | $1,383 | 09/30/2019 |
Fortis Advisors LLC | 12,499 | $1,383 | 09/30/2019 |
SHV | 12,499 | $1,383 | 09/30/2019 |
Sei Investments Co. | 12,469 | $1,377 | 09/30/2019 |
SHV | 12,469 | $1,377 | 09/30/2019 |
HM Payson & Co. | 12,413 | $1,373 | 09/30/2019 |
SHV | 12,413 | $1,373 | 09/30/2019 |
Dynamic Advisor Solutions LLC | 12,278 | $1,358 | 09/30/2019 |
SHV | 12,278 | $1,358 | 09/30/2019 |
Sigma Planning Corp | 12,219 | $1,352 | 09/30/2019 |
SHV | 12,219 | $1,352 | 09/30/2019 |
Hedeker Wealth LLC | 11,914 | $1,317 | 09/30/2019 |
SHV | 11,914 | $1,317 | 09/30/2019 |
Winfield Associates Inc. | 11,895 | $1,316 | 09/30/2019 |
SHV | 11,895 | $1,316 | 09/30/2019 |
Park Avenue Securities LLC | 11,801 | $1,305 | 09/30/2019 |
SHV | 11,801 | $1,305 | 09/30/2019 |
Eagle Asset Management Inc. | 11,708 | $1,295 | 09/30/2019 |
SHV | 11,708 | $1,295 | 09/30/2019 |
Monument Capital Management | 11,445 | $1,266 | 09/30/2019 |
SHV | 11,445 | $1,266 | 09/30/2019 |
Banque Pictet & Cie SA | 11,410 | $1,262 | 09/30/2019 |
SHV | 11,410 | $1,262 | 09/30/2019 |
Thomas J. Herzfeld Advisors Inc. | 10,814 | $1,196 | 09/30/2019 |
SHV | 10,814 | $1,196 | 09/30/2019 |
Cidel Asset Management Inc. | 10,758 | $1,190 | 09/30/2019 |
SHV | 10,758 | $1,190 | 09/30/2019 |
Wealth & Pension Services Group Inc. | 10,757 | $1,190 | 09/30/2019 |
SHV | 10,757 | $1,190 | 09/30/2019 |
Sunbelt Securities Inc. | 10,690 | $1,183 | 09/30/2019 |
SHV | 10,690 | $1,183 | 09/30/2019 |
Proequities Inc. | 10,284 | $1,138 | 09/30/2019 |
SHV | 10,284 | $1,138 | 09/30/2019 |
Lazard Asset Management LLC | 10,188 | $1,126 | 09/30/2019 |
SHV | 10,188 | $1,126 | 09/30/2019 |
Sicart Associates LLC | 10,170 | $1,125 | 09/30/2019 |
SHV | 10,170 | $1,125 | 09/30/2019 |
Beacon Investment Advisory Services Inc. | 9,871 | $1,092 | 09/30/2019 |
SHV | 9,871 | $1,092 | 09/30/2019 |
Weaver Consulting Group | 9,828 | $1,087 | 09/30/2019 |
SHV | 9,828 | $1,087 | 09/30/2019 |
Bluestein R H & Co. | 9,690 | $1,072 | 09/30/2019 |
SHV | 9,690 | $1,072 | 09/30/2019 |
Allred Capital Management LLC | 9,658 | $1,066 | 09/30/2019 |
SHV | 9,658 | $1,066 | 09/30/2019 |
West Branch Capital LLC | 9,209 | $1,019 | 09/30/2019 |
SHV | 9,209 | $1,019 | 09/30/2019 |
Blair William & Co. IL | 9,161 | $1,013 | 09/30/2019 |
SHV | 9,161 | $1,013 | 09/30/2019 |
Ancora Advisors LLC | 9,000 | $996 | 09/30/2019 |
SHV | 9,000 | $996 | 09/30/2019 |
Capital Investment Advisory Services LLC | 8,867 | $981 | 09/30/2019 |
SHV | 8,867 | $981 | 09/30/2019 |
National Asset Management Inc. | 8,756 | $969 | 09/30/2019 |
SHV | 8,756 | $969 | 09/30/2019 |
Alliancebernstein L.P. | 8,670 | $959 | 09/30/2019 |
SHV | 8,670 | $959 | 09/30/2019 |
Quattro Financial Advisors LLC | 8,674 | $959 | 09/30/2019 |
SHV | 8,674 | $959 | 09/30/2019 |
Bank of New York Mellon Corp | 8,501 | $941 | 09/30/2019 |
SHV | 8,501 | $941 | 09/30/2019 |
Sullivan Bruyette Speros & Blaney LLC | 8,297 | $918 | 09/30/2019 |
SHV | 8,297 | $918 | 09/30/2019 |
Cetera Advisor Networks LLC | 8,153 | $904 | 09/30/2019 |
SHV | 8,153 | $904 | 09/30/2019 |
Sowell Financial Services LLC | 8,098 | $896 | 09/30/2019 |
SHV | 8,098 | $896 | 09/30/2019 |
Parallel Advisors LLC | 8,084 | $894 | 09/30/2019 |
SHV | 8,084 | $894 | 09/30/2019 |
Pinnacle Family Advisors LLC | 7,860 | $869 | 09/30/2019 |
SHV | 7,860 | $869 | 09/30/2019 |
Probity Advisors Inc. | 7,627 | $844 | 09/30/2019 |
SHV | 7,627 | $844 | 09/30/2019 |
Tortoise Investment Management LLC | 7,508 | $831 | 09/30/2019 |
SHV | 7,508 | $831 | 09/30/2019 |
Mercer Global Advisors Inc. ADV | 7,361 | $814 | 09/30/2019 |
SHV | 7,361 | $814 | 09/30/2019 |
CIBC Private Wealth Group LLC | 7,200 | $796 | 09/30/2019 |
SHV | 7,200 | $796 | 09/30/2019 |
One Capital Management LLC | 7,142 | $790 | 09/30/2019 |
SHV | 7,142 | $790 | 09/30/2019 |
Barber Financial Group Inc. | 6,944 | $768 | 09/30/2019 |
SHV | 6,944 | $768 | 09/30/2019 |
AE Wealth Management LLC | 6,825 | $755 | 09/30/2019 |
SHV | 6,825 | $755 | 09/30/2019 |
Quest Capital Management Inc. ADV | 6,513 | $720 | 09/30/2019 |
SHV | 6,513 | $720 | 09/30/2019 |
Financial Gravity Wealth Inc. | 6,340 | $701 | 09/30/2019 |
SHV | 6,340 | $701 | 09/30/2019 |
Oliver Luxxe Assets LLC | 6,275 | $694 | 09/30/2019 |
SHV | 6,275 | $694 | 09/30/2019 |
Abacus Planning Group Inc. | 6,191 | $685 | 09/30/2019 |
SHV | 6,191 | $685 | 09/30/2019 |
Comerica Bank | 5,882 | $651 | 09/30/2019 |
SHV | 5,882 | $651 | 09/30/2019 |
Patton Fund Management Inc. | 5,874 | $650 | 09/30/2019 |
SHV | 5,874 | $650 | 09/30/2019 |
PNC Financial Services Group Inc. | 5,859 | $647 | 09/30/2019 |
SHV | 5,859 | $647 | 09/30/2019 |
Emerson Wealth Management LLC | 60,702 | $631 | 09/30/2019 |
SHV | 60,702 | $631 | 09/30/2019 |
Northwestern Mutual Wealth Management Co. | 5,597 | $619 | 09/30/2019 |
SHV | 5,597 | $619 | 09/30/2019 |
Gladstone Institutional Advisory LLC | 5,490 | $607 | 09/30/2019 |
SHV | 5,490 | $607 | 09/30/2019 |
TTP Investments Inc. | 5,271 | $583 | 09/30/2019 |
SHV | 5,271 | $583 | 09/30/2019 |
Independent Advisor Alliance | 5,218 | $577 | 09/30/2019 |
SHV | 5,218 | $577 | 09/30/2019 |
Filament LLC | 5,165 | $571 | 09/30/2019 |
SHV | 5,165 | $571 | 09/30/2019 |
Signaturefd LLC | 5,054 | $559 | 09/30/2019 |
SHV | 5,054 | $559 | 09/30/2019 |
Sawtooth Solutions LLC | 4,832 | $535 | 09/30/2019 |
SHV | 4,832 | $535 | 09/30/2019 |
Destination Wealth Management | 4,756 | $526 | 09/30/2019 |
SHV | 4,756 | $526 | 09/30/2019 |
Stratford Consulting LLC | 4,739 | $524 | 09/30/2019 |
SHV | 4,739 | $524 | 09/30/2019 |
Courage Miller Partners LLC | 4,662 | $516 | 09/30/2019 |
SHV | 4,662 | $516 | 09/30/2019 |
Naples Global Advisors LLC | 4,645 | $514 | 09/30/2019 |
SHV | 4,645 | $514 | 09/30/2019 |
Copperwynd Financial LLC | 4,549 | $503 | 09/30/2019 |
SHV | 4,549 | $503 | 09/30/2019 |
Fairview Capital Investment Management LLC | 4,525 | $500 | 09/30/2019 |
SHV | 4,525 | $500 | 09/30/2019 |
Jefferies Group LLC | 4,520 | $500 | 09/30/2019 |
SHV | 4,520 | $500 | 09/30/2019 |
Jaffetilchin Investment Partners LLC | 4,460 | $493 | 09/30/2019 |
SHV | 4,460 | $493 | 09/30/2019 |
Shepherd Kaplan Krochuk LLC | 4,340 | $480 | 09/30/2019 |
SHV | 4,340 | $480 | 09/30/2019 |
Fieldpoint Private Securities LLC | 4,190 | $463 | 09/30/2019 |
SHV | 4,190 | $463 | 09/30/2019 |
Capital Bank & Trust Co | 4,186 | $463 | 09/30/2019 |
SHV | 4,186 | $463 | 09/30/2019 |
Wealthcare Capital Management LLC | 4,146 | $459 | 09/30/2019 |
SHV | 4,146 | $459 | 09/30/2019 |
Stockman Wealth Management Inc. | 4,000 | $442 | 09/30/2019 |
SHV | 4,000 | $442 | 09/30/2019 |
9258 Wealth Management LLC | 3,998 | $442 | 09/30/2019 |
SHV | 3,998 | $442 | 09/30/2019 |
Raymond James Trust N.A. | 3,979 | $440 | 09/30/2019 |
SHV | 3,979 | $440 | 09/30/2019 |
Cetera Investment Advisers | 3,907 | $432 | 09/30/2019 |
SHV | 3,907 | $432 | 09/30/2019 |
Lakeview Capital Partners LLC | 3,840 | $425 | 09/30/2019 |
SHV | 3,840 | $425 | 09/30/2019 |
Ambassador Advisors LLC | 3,834 | $424 | 09/30/2019 |
SHV | 3,834 | $424 | 09/30/2019 |
American Investment Services Inc. | 3,803 | $421 | 09/30/2019 |
SHV | 3,803 | $421 | 09/30/2019 |
Financial Management Professionals Inc. | 3,721 | $412 | 09/30/2019 |
SHV | 3,721 | $412 | 09/30/2019 |
Vaughan David Investments LLC IL | 3,650 | $404 | 09/30/2019 |
SHV | 3,650 | $404 | 09/30/2019 |
Midwest Professional Planners LTD. | 3,654 | $404 | 09/30/2019 |
SHV | 3,654 | $404 | 09/30/2019 |
STA Wealth Management LLC | 3,570 | $395 | 09/30/2019 |
SHV | 3,570 | $395 | 09/30/2019 |
Stanley Laman Group Ltd. | 3,548 | $392 | 09/30/2019 |
SHV | 3,548 | $392 | 09/30/2019 |
Global Retirement Partners LLC | 3,515 | $389 | 09/30/2019 |
SHV | 3,515 | $389 | 09/30/2019 |
Cito Capital Group LLC | 3,500 | $387 | 09/30/2019 |
SHV | 3,500 | $387 | 09/30/2019 |
Cresset Asset Management LLC | 3,468 | $384 | 09/30/2019 |
SHV | 3,468 | $384 | 09/30/2019 |
Spearhead Capital Advisors LLC | 3,435 | $380 | 09/30/2019 |
SHV | 3,435 | $380 | 09/30/2019 |
Capital Financial Planning LLC | 3,389 | $375 | 09/30/2019 |
SHV | 3,389 | $375 | 09/30/2019 |
Columbus Macro LLC | 3,371 | $373 | 09/30/2019 |
SHV | 3,371 | $373 | 09/30/2019 |
Chesley Taft & Associates LLC | 3,350 | $371 | 09/30/2019 |
SHV | 3,350 | $371 | 09/30/2019 |
Principal Financial Group Inc. | 3,304 | $365 | 09/30/2019 |
SHV | 3,304 | $365 | 09/30/2019 |
Harel Insurance Investments & Financial Services Ltd. | 3,281 | $363 | 09/30/2019 |
SHV | 3,281 | $363 | 09/30/2019 |
Crestwood Advisors Group LLC | 3,145 | $348 | 09/30/2019 |
SHV | 3,145 | $348 | 09/30/2019 |
Wealthsource Partners LLC | 3,150 | $348 | 09/30/2019 |
SHV | 3,150 | $348 | 09/30/2019 |
Advanced Asset Management Advisors Inc | 3,015 | $334 | 09/30/2019 |
SHV | 3,015 | $334 | 09/30/2019 |
Alpha Cubed Investments LLC | 2,927 | $324 | 09/30/2019 |
SHV | 2,927 | $324 | 09/30/2019 |
Outlook Wealth Advisors LLC | 2,863 | $317 | 09/30/2019 |
SHV | 2,863 | $317 | 09/30/2019 |
IHT Wealth Management LLC | 2,805 | $310 | 09/30/2019 |
SHV | 2,805 | $310 | 09/30/2019 |
CLS Investments LLC | 2,664 | $295 | 09/30/2019 |
SHV | 2,664 | $295 | 09/30/2019 |
Harvest Investment Services LLC | 2,621 | $289 | 09/30/2019 |
SHV | 2,621 | $289 | 09/30/2019 |
Wellesley Investment Partners LLC | 2,547 | $282 | 09/30/2019 |
SHV | 2,547 | $282 | 09/30/2019 |
Moors & Cabot Inc. | 2,513 | $279 | 09/30/2019 |
SHV | 2,513 | $279 | 09/30/2019 |
Strategic Investment Advisors MI | 2,426 | $268 | 09/30/2019 |
SHV | 2,426 | $268 | 09/30/2019 |
DAVENPORT & Co LLC | 2,410 | $267 | 09/30/2019 |
SHV | 2,410 | $267 | 09/30/2019 |
Boys Arnold & Co. Inc. | 2,406 | $266 | 09/30/2019 |
SHV | 2,406 | $266 | 09/30/2019 |
M&T Bank Corp | 2,372 | $263 | 09/30/2019 |
SHV | 2,372 | $263 | 09/30/2019 |
Davidson Investment Advisors | 2,364 | $262 | 09/30/2019 |
SHV | 2,364 | $262 | 09/30/2019 |
Cahaba Wealth Management Inc. | 2,357 | $260 | 09/30/2019 |
SHV | 2,357 | $260 | 09/30/2019 |
B. Riley Wealth Management Inc. | 2,262 | $250 | 09/30/2019 |
SHV | 2,262 | $250 | 09/30/2019 |
Sequoia Financial Advisors LLC | 2,246 | $248 | 09/30/2019 |
SHV | 2,246 | $248 | 09/30/2019 |
Meeder Asset Management Inc. | 2,234 | $247 | 09/30/2019 |
SHV | 2,234 | $247 | 09/30/2019 |
Fernwood Investment Management LLC | 2,214 | $245 | 09/30/2019 |
SHV | 2,214 | $245 | 09/30/2019 |
Blume Capital Management Inc. | 2,137 | $236 | 09/30/2019 |
SHV | 2,137 | $236 | 09/30/2019 |
Hamilton Capital Management Inc. | 2,132 | $236 | 09/30/2019 |
SHV | 2,132 | $236 | 09/30/2019 |
Aveo Capital Partners LLC | 2,126 | $235 | 09/30/2019 |
SHV | 2,126 | $235 | 09/30/2019 |
MorganRosel Wealth Management LLC | 2,055 | $227 | 09/30/2019 |
SHV | 2,055 | $227 | 09/30/2019 |
Colonial Trust Advisors | 2,005 | $222 | 09/30/2019 |
SHV | 2,005 | $222 | 09/30/2019 |
Matrix Asset Advisors Inc. NY | 1,990 | $220 | 09/30/2019 |
SHV | 1,990 | $220 | 09/30/2019 |
Integrated Wealth Concepts LLC | 1,958 | $217 | 09/30/2019 |
SHV | 1,958 | $217 | 09/30/2019 |
Brighton Jones LLC | 1,912 | $212 | 09/30/2019 |
SHV | 1,912 | $212 | 09/30/2019 |
Cedar Brook Financial Partners LLC | 1,918 | $212 | 09/30/2019 |
SHV | 1,918 | $212 | 09/30/2019 |
Baystate Wealth Management LLC | 1,891 | $209 | 09/30/2019 |
SHV | 1,891 | $209 | 09/30/2019 |
Virtu Financial LLC | 1,849 | $205 | 09/30/2019 |
SHV | 1,849 | $205 | 09/30/2019 |
GenTrust LLC | 1,830 | $202 | 09/30/2019 |
SHV | 1,830 | $202 | 09/30/2019 |
Certified Advisory Corp | 1,812 | $200 | 09/30/2019 |
SHV | 1,812 | $200 | 09/30/2019 |
Accurate Investment Solutions Inc. | 1,800 | $199 | 09/30/2019 |
SHV | 1,800 | $199 | 09/30/2019 |
Advantage Investment Management LLC | 1,499 | $166 | 09/30/2019 |
SHV | 1,499 | $166 | 09/30/2019 |
Huntington National Bank | 1,356 | $150 | 09/30/2019 |
SHV | 1,356 | $150 | 09/30/2019 |
Plante Moran Financial Advisors LLC | 1,203 | $133 | 09/30/2019 |
SHV | 1,203 | $133 | 09/30/2019 |
Itau Unibanco Holding S.A. | 1,185 | $131 | 09/30/2019 |
SHV | 1,185 | $131 | 09/30/2019 |
Captrust Financial Advisors | 1,143 | $126 | 09/30/2019 |
SHV | 1,143 | $126 | 09/30/2019 |
Fifth Third Bancorp | 1,105 | $122 | 09/30/2019 |
SHV | 1,105 | $122 | 09/30/2019 |
Founders Capital Management | 1,070 | $118 | 09/30/2019 |
SHV | 1,070 | $118 | 09/30/2019 |
Asset Management One Co. Ltd. | 1,000 | $111 | 09/30/2019 |
SHV | 1,000 | $111 | 09/30/2019 |
Thor Advisors LLC | 943 | $104 | 09/30/2019 |
SHV | 943 | $104 | 09/30/2019 |
Shamrock Asset Management LLC | 907 | $100 | 09/30/2019 |
SHV | 907 | $100 | 09/30/2019 |
Manchester Capital Management LLC | 834 | $92 | 09/30/2019 |
SHV | 834 | $92 | 09/30/2019 |
MUFG Americas Holdings Corp | 701 | $78 | 09/30/2019 |
SHV | 701 | $78 | 09/30/2019 |
Whittier Trust Co. | 650 | $72 | 09/30/2019 |
SHV | 650 | $72 | 09/30/2019 |
Johnson Financial Group Inc. | 655 | $72 | 09/30/2019 |
SHV | 655 | $72 | 09/30/2019 |
FinTrust Capital Advisors LLC | 542 | $60 | 09/30/2019 |
SHV | 542 | $60 | 09/30/2019 |
O Shaughnessy Asset Management LLC | 523 | $58 | 09/30/2019 |
SHV | 523 | $58 | 09/30/2019 |
Valeo Financial Advisors LLC | 521 | $58 | 09/30/2019 |
SHV | 521 | $58 | 09/30/2019 |
Lee Financial Co | 489 | $54 | 09/30/2019 |
SHV | 489 | $54 | 09/30/2019 |
Northern Oak Wealth Management Inc. | 461 | $51 | 09/30/2019 |
SHV | 461 | $51 | 09/30/2019 |
Pinnacle Bank | 419 | $46 | 09/30/2019 |
SHV | 419 | $46 | 09/30/2019 |
SeaBridge Investment Advisors LLC | 410 | $45 | 09/30/2019 |
SHV | 410 | $45 | 09/30/2019 |
Prime Capital Investment Advisors LLC | 394 | $44 | 09/30/2019 |
SHV | 394 | $44 | 09/30/2019 |
Carroll Financial Associates Inc. | 389 | $43 | 09/30/2019 |
SHV | 389 | $43 | 09/30/2019 |
Rockefeller Capital Management L.P. | 344 | $38 | 09/30/2019 |
SHV | 344 | $38 | 09/30/2019 |
Robinson Value Management Ltd. | 347 | $38 | 06/30/2019 |
SHV | 347 | $38 | 06/30/2019 |
NEXT Financial Group Inc | 337 | $37 | 09/30/2019 |
SHV | 337 | $37 | 09/30/2019 |
Northern Trust Corp | 32,536 | $36 | 09/30/2019 |
SHV | 32,536 | $36 | 09/30/2019 |
IFP Advisors Inc | 325 | $36 | 09/30/2019 |
SHV | 325 | $36 | 09/30/2019 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 289 | $31 | 09/30/2019 |
SHV | 289 | $31 | 09/30/2019 |
Venturi Wealth Management LLC | 284 | $31 | 09/30/2019 |
SHV | 284 | $31 | 09/30/2019 |
Bray Capital Advisors | 272 | $30 | 09/30/2019 |
SHV | 272 | $30 | 09/30/2019 |
Capital Analysts LLC | 265 | $29 | 09/30/2019 |
SHV | 265 | $29 | 09/30/2019 |
Coastal Investment Advisors Inc. | 260 | $29 | 09/30/2019 |
SHV | 260 | $29 | 09/30/2019 |
Balentine LLC | 255 | $28 | 09/30/2019 |
SHV | 255 | $28 | 09/30/2019 |
LifePlan Financial Group Inc | 227 | $25 | 09/30/2019 |
SHV | 227 | $25 | 09/30/2019 |
Mycio Wealth Partners LLC | 195 | $22 | 09/30/2019 |
SHV | 195 | $22 | 09/30/2019 |
Jacobi Capital Management LLC | 190 | $22 | 09/30/2019 |
SHV | 190 | $22 | 09/30/2019 |
Patriot Financial Group Insurance Agency LLC | 197 | $22 | 09/30/2019 |
SHV | 197 | $22 | 09/30/2019 |
Barnett & Company Inc. | 189 | $21 | 09/30/2019 |
SHV | 189 | $21 | 09/30/2019 |
Larson Financial Group LLC | 192 | $21 | 09/30/2019 |
SHV | 192 | $21 | 09/30/2019 |
Citizens Financial Group Inc RI | 154 | $17 | 09/30/2019 |
SHV | 154 | $17 | 09/30/2019 |
Synovus Financial Corp | 126 | $14 | 09/30/2019 |
SHV | 126 | $14 | 09/30/2019 |
Trustcore Financial Services LLC | 124 | $14 | 09/30/2019 |
SHV | 124 | $14 | 09/30/2019 |
Global Wealth Management Investment Advisory Inc. | 104 | $12 | 09/30/2019 |
SHV | 104 | $12 | 09/30/2019 |
IMA Wealth Inc. | 103 | $11 | 09/30/2019 |
SHV | 103 | $11 | 09/30/2019 |
BerganKDV Wealth Management LLC | 97 | $11 | 09/30/2019 |
SHV | 97 | $11 | 09/30/2019 |
Flagship Harbor Advisors LLC | 100 | $11 | 09/30/2019 |
SHV | 100 | $11 | 09/30/2019 |
Shine Investment Advisory Services Inc. | 75 | $8 | 09/30/2019 |
SHV | 75 | $8 | 09/30/2019 |
Aspire Private Capital LLC | 53 | $6 | 09/30/2019 |
SHV | 53 | $6 | 09/30/2019 |
Bedel Financial Consulting Inc. | 41 | $5 | 09/30/2019 |
SHV | 41 | $5 | 09/30/2019 |
Julex Capital Management LLC | 37 | $4 | 09/30/2019 |
SHV | 37 | $4 | 09/30/2019 |
Oakworth Capital Inc. | 23 | $3 | 09/30/2019 |
SHV | 23 | $3 | 09/30/2019 |
CX Institutional | 26 | $3 | 09/30/2019 |
SHV | 26 | $3 | 09/30/2019 |
MCF Advisors LLC | 18 | $2 | 09/30/2019 |
SHV | 18 | $2 | 09/30/2019 |
Richard Bernstein Advisors LLC | 10 | $1 | 09/30/2019 |
SHV | 10 | $1 | 09/30/2019 |
Truewealth LLC | 5 | $1 | 09/30/2019 |
SHV | 5 | $1 | 09/30/2019 |
Front Row Advisors LLC | 6 | $1 | 09/30/2019 |
SHV | 6 | $1 | 09/30/2019 |
Rehmann Capital Advisory Group | 9 | $1 | 06/30/2019 |
SHV | 9 | $1 | 06/30/2019 |
BDO Wealth Advisors LLC | 1 | $0 | 09/30/2019 |
SHV | 1 | $0 | 09/30/2019 |
Claraphi Advisory Network LLC | 1 | $0 | 09/30/2019 |
SHV | 1 | $0 | 09/30/2019 |