AFLAC INC
(001055102)
Fondos que reportan tenencias de AFLAC INC de acuerdo con las presentaciones de 13F
| Nombre de la firma | Acciones mantenidas / Cantidad principal | Valor de mercado | Opción | Periodo de informe | Fecha de vigencia |
|---|---|---|---|---|---|
| Cantab Capital Partners LLP | 28,356 | $2,308,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Alphasimplex Group LLC | 26,220 | $1,437,118k | Jun 30, 2019 | Aug 14, 2019 | |
| Victory Capital Management Inc | 6,306,377 | $345,653k | Jun 30, 2019 | Aug 15, 2019 | |
| LSV Asset Management | 5,936,639 | $325,387k | Jun 30, 2019 | Aug 8, 2019 | |
| Investec Asset Management Limited | 648,507 | $190,652k | Jun 30, 2019 | Jul 30, 2019 | |
| COHO Partners Ltd | 3,076,126 | $168,602k | Jun 30, 2019 | Aug 8, 2019 | |
| Janus Capital Management LLC | 1,652,896 | $119,703k | Mar 31, 2017 | May 16, 2017 | |
| Smead Capital Management Inc | 1,823,580 | $99,950k | Jun 30, 2019 | Jul 26, 2019 | |
| Marathon Asset Management LLP | 1,622,926 | $88,951k | Jun 30, 2019 | Jul 15, 2019 | |
| Hexavest Inc | 1,437,510 | $78,790k | Jun 30, 2019 | Jul 10, 2019 | |
| Winton Capital Management Ltd | 1,082,965 | $68,270k | Mar 31, 2014 | May 1, 2014 | |
| AJO LP | 1,241,845 | $68,066k | Jun 30, 2019 | Aug 14, 2019 | |
| Tocqueville Asset Management LP | 1,056,553 | $57,910k | Jun 30, 2019 | Jul 31, 2019 | |
| Zacks Investment Management Inc | 954,800 | $52,333k | Jun 30, 2019 | Aug 14, 2019 | |
| First Trust Advisors LP | 935,165 | $51,256k | Jun 30, 2019 | Jul 30, 2019 | |
| Conning Inc | 795,161 | $43,583k | Jun 30, 2019 | Jul 25, 2019 | |
| Clark Capital Management Group Inc | 763,964 | $41,873k | Jun 30, 2019 | Jul 12, 2019 | |
| Welch & Forbes LLC | 674,427 | $36,966k | Jun 30, 2019 | Jul 12, 2019 | |
| Brandywine Global Investment Management LLC | 666,688 | $36,542k | Jun 30, 2019 | Aug 14, 2019 | |
| Gateway Investment Advisers LLC | 553,720 | $30,349k | Jun 30, 2019 | Jul 17, 2019 | |
| Waters Parkerson & Co LLC | 526,074 | $28,834k | Jun 30, 2019 | Aug 6, 2019 | |
| Cookson Peirce & Co Inc | 491,681 | $26,949k | Jun 30, 2019 | Jul 31, 2019 | |
| Willis Investment Counsel Inc | 458,097 | $25,108k | Jun 30, 2019 | Aug 14, 2019 | |
| Greatmark Investment Partners Inc | 395,297 | $21,666k | Jun 30, 2019 | Aug 5, 2019 | |
| Asset Management One USA Inc | 392,564 | $21,518k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management One Co Ltd | 392,564 | $21,518k | Jun 30, 2019 | Aug 14, 2019 | |
| Polar Capital LLP | 388,000 | $21,266k | Jun 30, 2019 | Aug 14, 2019 | |
| Trillium Asset Management LLC | 383,994 | $21,047k | Jun 30, 2019 | Aug 8, 2019 | |
| Thrivent Financial FOR Lutherans | 372,080 | $20,394k | Jun 30, 2019 | Aug 13, 2019 | |
| Scout Investments Inc | 345,524 | $18,938k | Jun 30, 2019 | Jul 10, 2019 | |
| NISA Investment Advisors LLC | 338,230 | $18,538k | Jun 30, 2019 | Jul 12, 2019 | |
| Catalyst Capital Advisors LLC | 335,000 | $18,361k | Jun 30, 2019 | Aug 8, 2019 | |
| Grantham Mayo van Otterloo & Co LLC | 321,988 | $17,648k | Jun 30, 2019 | Aug 13, 2019 | |
| Origin Asset Management LLP | 286,500 | $15,703k | Jun 30, 2019 | Aug 9, 2019 | |
| Adams Diversified Equity Fund Inc | 278,400 | $15,259k | Jun 30, 2019 | Jul 29, 2019 | |
| Prospector Partners LLC | 270,600 | $14,832k | Jun 30, 2019 | Aug 14, 2019 | |
| Earnest Partners LLC | 253,865 | $13,914k | Jun 30, 2019 | Aug 13, 2019 | |
| Carillon Tower Advisers Inc | 229,803 | $12,596k | Jun 30, 2019 | Aug 8, 2019 | |
| Great Lakes Advisors LLC | 208,169 | $11,410k | Jun 30, 2019 | Aug 5, 2019 | |
| Metlife Investment Advisors LLC | 205,480 | $11,262k | Jun 30, 2019 | Aug 14, 2019 | |
| West Coast Financial LLC | 202,431 | $11,095k | Jun 30, 2019 | Jul 16, 2019 | |
| RMB Capital Management LLC | 200,000 | $10,962k | Put | Jun 30, 2019 | Aug 13, 2019 |
| Boston Family Office LLC | 160,786 | $8,813k | Jun 30, 2019 | Jul 30, 2019 | |
| Assetmark Inc | 155,540 | $8,525k | Jun 30, 2019 | Aug 14, 2019 | |
| Caxton Associates LP | 152,584 | $8,363k | Jun 30, 2019 | Aug 14, 2019 | |
| Southeast Asset Advisors Inc | 136,939 | $7,506k | Jun 30, 2019 | Aug 14, 2019 | |
| 1919 Investment Counsel LLC | 128,430 | $7,482k | Sep 30, 2014 | Nov 14, 2014 | |
| Chicago Equity Partners LLC | 135,680 | $7,437k | Jun 30, 2019 | Aug 2, 2019 | |
| Steward Partners Investment Advisory LLC | 134,391 | $7,365k | Jun 30, 2019 | Jul 25, 2019 | |
| AHL Partners LLP | 81,223 | $7,130k | Dec 31, 2017 | Feb 14, 2018 | |
| Rafferty Asset Management LLC | 129,162 | $7,079k | Jun 30, 2019 | Aug 9, 2019 | |
| James Investment Research Inc | 127,497 | $6,988k | Jun 30, 2019 | Jul 24, 2019 | |
| Candriam Luxembourg SCA | 69,794 | $6,984k | Jun 30, 2019 | Aug 1, 2019 | |
| Auxier Asset Management LLC | 127,010 | $6,961k | Jun 30, 2019 | Aug 15, 2019 | |
| Calamos Advisors LLC | 124,707 | $6,835k | Jun 30, 2019 | Aug 7, 2019 | |
| Cornercap Investment Counsel Inc | 123,320 | $6,759k | Jun 30, 2019 | Aug 14, 2019 | |
| North Star Asset Management Inc | 123,264 | $6,756k | Jun 30, 2019 | Aug 12, 2019 | |
| Cambria Investment Management LP | 123,103 | $6,747k | Jun 30, 2019 | Aug 12, 2019 | |
| Cubic Asset Management LLC | 120,256 | $6,591k | Jun 30, 2019 | Jul 29, 2019 | |
| Cambridge Investment Research Advisors Inc | 119,740 | $6,563k | Jun 30, 2019 | Aug 15, 2019 | |
| Arnhold LLC | 118,294 | $6,484k | Jun 30, 2019 | Aug 8, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 115,462 | $6,329k | Jun 30, 2019 | Aug 14, 2019 | |
| Marco Investment Management LLC | 106,248 | $5,823k | Jun 30, 2019 | Aug 6, 2019 | |
| Wallington Asset Management LLC | 103,756 | $5,687k | Jun 30, 2019 | Aug 13, 2019 | |
| Numeric Investors LLC | 63,000 | $5,530k | Dec 31, 2017 | Feb 14, 2018 | |
| Hartline Investment Corp | 99,071 | $5,430k | Jun 30, 2019 | Aug 8, 2019 | |
| S & Co Inc | 92,370 | $5,063k | Jun 30, 2019 | Jul 23, 2019 | |
| Liberty Capital Management Inc | 90,775 | $4,975k | Jun 30, 2019 | Jul 15, 2019 | |
| Parsec Financial Management Inc | 90,710 | $4,972k | Jun 30, 2019 | Jul 23, 2019 | |
| DEAN Investment Associates LLC | 86,769 | $4,756k | Jun 30, 2019 | Aug 14, 2019 | |
| Monarch Capital Management Inc | 85,470 | $4,685k | Jun 30, 2019 | Jul 31, 2019 | |
| First Allied Advisory Services Inc | 85,102 | $4,665k | Jun 30, 2019 | Aug 12, 2019 | |
| Mccollum Christoferson Group LLC | 81,281 | $4,455k | Jun 30, 2019 | Jul 11, 2019 | |
| Choate Investment Advisors LLC | 80,137 | $4,392k | Jun 30, 2019 | Aug 14, 2019 | |
| Atria Investments LLC | 83,229 | $4,365k | Jun 30, 2019 | Aug 26, 2019 | |
| Whitnell & Co | 78,556 | $4,306k | Jun 30, 2019 | Jul 16, 2019 | |
| Chesapeake Asset Management LLC | 78,452 | $4,300k | Jun 30, 2019 | Aug 6, 2019 | |
| Carnick & Kubik Group LLC | 77,764 | $4,262k | Jun 30, 2019 | Jul 30, 2019 | |
| Securian Asset Management Inc | 76,810 | $4,210k | Jun 30, 2019 | Aug 5, 2019 | |
| CIBC Asset Management Inc | 76,781 | $4,208k | Jun 30, 2019 | Aug 5, 2019 | |
| Richard Bernstein Advisors LLC | 74,002 | $4,056k | Jun 30, 2019 | Aug 9, 2019 | |
| Pacer Advisors Inc | 71,964 | $3,944k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 70,754 | $3,878k | Jun 30, 2019 | Jul 15, 2019 | |
| Pinnacle Associates Ltd | 67,845 | $3,719k | Jun 30, 2019 | Aug 5, 2019 | |
| Piedmont Investment Advisors Inc | 67,301 | $3,689k | Jun 30, 2019 | Aug 14, 2019 | |
| Ashfield Capital Partners LLC | 64,859 | $3,555k | Jun 30, 2019 | Jul 29, 2019 | |
| QS Investors LLC | 61,588 | $3,376k | Jun 30, 2019 | Aug 14, 2019 | |
| Azimuth Capital Management LLC | 61,170 | $3,353k | Jun 30, 2019 | Aug 13, 2019 | |
| Hussman Strategic Advisors Inc | 60,000 | $3,289k | Jun 30, 2019 | Jul 31, 2019 | |
| Palladium Partners LLC | 56,275 | $3,084k | Jun 30, 2019 | Aug 7, 2019 | |
| World Asset Management Inc | 55,497 | $3,042k | Jun 30, 2019 | Jul 23, 2019 | |
| KWMG LLC | 55,471 | $3,040k | Jun 30, 2019 | Jul 10, 2019 | |
| IFM Investors PTY Ltd | 54,277 | $2,975k | Jun 30, 2019 | Jul 16, 2019 | |
| LBMC Investment Advisors LLC | 54,058 | $2,963k | Jun 30, 2019 | Jul 18, 2019 | |
| LONG ROAD Investment Counsel LLC | 53,000 | $2,905k | Jun 30, 2019 | Aug 9, 2019 | |
| Evercore Wealth Management LLC | 52,543 | $2,880k | Jun 30, 2019 | Aug 13, 2019 | |
| Harwood Advisory Group LLC | 52,210 | $2,862k | Jun 30, 2019 | Aug 7, 2019 | |
| Arjuna Capital LLC | 51,996 | $2,850k | Jun 30, 2019 | Aug 21, 2019 | |
| Court Place Advisors LLC | 51,631 | $2,830k | Jun 30, 2019 | Jul 30, 2019 | |
| YHB Investment Advisors Inc | 50,929 | $2,791k | Jun 30, 2019 | Jul 15, 2019 | |
| Dowling & Yahnke LLC | 49,951 | $2,738k | Jun 30, 2019 | Jul 22, 2019 | |
| Managed Account Advisors LLC | 43,685 | $2,717k | Jun 30, 2015 | Aug 14, 2015 | |
| BOYS Arnold & Company Inc | 49,357 | $2,705k | Jun 30, 2019 | Aug 1, 2019 | |
| Stone Ridge Asset Management LLC | 49,216 | $2,698k | Jun 30, 2019 | Aug 6, 2019 | |
| Stewardship Financial Advisors LLC | 48,973 | $2,684k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 48,973 | $2,684k | Jun 30, 2019 | Aug 12, 2019 | |
| Sawgrass Asset Management LLC | 47,080 | $2,580k | Jun 30, 2019 | Jul 23, 2019 | |
| Sentry Investment Management LLC | 46,553 | $2,552k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 46,553 | $2,552k | Jun 30, 2019 | Aug 12, 2019 | |
| Regentatlantic Capital LLC | 46,210 | $2,533k | Jun 30, 2019 | Jul 23, 2019 | |
| Loudon Investment Management LLC | 45,220 | $2,479k | Jun 30, 2019 | Aug 13, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 43,584 | $2,389k | Jun 30, 2019 | Jul 15, 2019 | |
| USCA RIA LLC | 43,278 | $2,372k | Jun 30, 2019 | Aug 14, 2019 | |
| Butensky & Cohen Financial Security Inc | 43,116 | $2,363k | Jun 30, 2019 | Jul 12, 2019 | |
| F3Logic LLC | 42,299 | $2,323k | Jun 30, 2019 | Aug 2, 2019 | |
| OFI Advisors LLC | 39,119 | $2,274k | Sep 30, 2015 | Nov 16, 2015 | |
| Murphy Capital Management Inc | 40,555 | $2,222k | Jun 30, 2019 | Jul 22, 2019 | |
| Panagora Asset Management Inc | 38,429 | $2,106k | Jun 30, 2019 | Aug 9, 2019 | |
| Boston Private Wealth LLC | 38,432 | $2,106k | Jun 30, 2019 | Jul 10, 2019 | |
| DA Davidson & Co | 36,755 | $2,015k | Jun 30, 2019 | Aug 13, 2019 | |
| Tuttle Tactical Management LLC | 36,358 | $1,993k | Jun 30, 2019 | Jul 29, 2019 | |
| Gotham Asset Management LLC | 36,013 | $1,974k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Advisors LLC | 35,029 | $1,919k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 35,029 | $1,919k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 35,029 | $1,919k | Jun 30, 2019 | Jul 22, 2019 | |
| FFCM LLC | 34,302 | $1,880k | Jun 30, 2019 | Jul 30, 2019 | |
| Biltmore Family Office LLC | 33,500 | $1,836k | Jun 30, 2019 | Jul 31, 2019 | |
| Boston Advisors LLC | 32,174 | $1,763k | Jun 30, 2019 | Jul 30, 2019 | |
| Baker Avenue Asset Management LP | 31,868 | $1,746k | Jun 30, 2019 | Aug 14, 2019 | |
| Cetera Advisor Networks LLC | 31,714 | $1,740k | Jun 30, 2019 | Aug 12, 2019 | |
| Unison Advisors LLC | 31,155 | $1,708k | Jun 30, 2019 | Jul 11, 2019 | |
| Ropes Wealth Advisors LLC | 30,170 | $1,654k | Jun 30, 2019 | Jul 31, 2019 | |
| Elgethun Capital Management | 29,972 | $1,643k | Jun 30, 2019 | Aug 8, 2019 | |
| Davenport & Company LLC | 28,854 | $1,581k | Jun 30, 2019 | Jul 10, 2019 | |
| Cadence Capital Management LLC | 28,815 | $1,579k | Jun 30, 2019 | Aug 12, 2019 | |
| Parallax Volatility Advisers LP | 28,500 | $1,562k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Veritable LP | 27,005 | $1,480k | Jun 30, 2019 | Aug 12, 2019 | |
| Sterling Capital Management LLC | 26,171 | $1,434k | Jun 30, 2019 | Aug 14, 2019 | |
| Everence Capital Management Inc | 25,878 | $1,418k | Jun 30, 2019 | Aug 2, 2019 | |
| Rational Advisors Inc | 25,440 | $1,394k | Jun 30, 2019 | Aug 8, 2019 | |
| Oak Asset Management LLC | 24,737 | $1,362k | Jun 30, 2019 | Jul 25, 2019 | |
| Advisor Partners LLC | 23,589 | $1,293k | Jun 30, 2019 | Jul 26, 2019 | |
| West Branch Capital LLC | 23,540 | $1,290k | Jun 30, 2019 | Aug 5, 2019 | |
| Torch Wealth Management LLC | 23,500 | $1,288k | Jun 30, 2019 | Aug 2, 2019 | |
| Highland Capital Management LLC | 22,454 | $1,231k | Jun 30, 2019 | Jul 29, 2019 | |
| Lazard Asset Management LLC | 26,116 | $1,229k | Sep 30, 2018 | Aug 30, 2019 | |
| Wetherby Asset Management | 22,378 | $1,227k | Jun 30, 2019 | Jul 25, 2019 | |
| VOYA Financial Advisors Inc | 22,275 | $1,215k | Jun 30, 2019 | Aug 14, 2019 | |
| Heritage Investment Group Inc | 22,142 | $1,214k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 22,142 | $1,214k | Jun 30, 2019 | Aug 13, 2019 | |
| Breiter Capital Management Inc | 20,924 | $1,147k | Jun 30, 2019 | Aug 23, 2019 | |
| Crawford Investment Counsel Inc | 20,775 | $1,139k | Jun 30, 2019 | Aug 12, 2019 | |
| Modera Wealth Management LLC | 20,772 | $1,139k | Jun 30, 2019 | Aug 7, 2019 | |
| Sigma Planning Corporation | 20,592 | $1,129k | Jun 30, 2019 | Aug 1, 2019 | |
| TDAM USA Inc | 20,218 | $1,108k | Jun 30, 2019 | Aug 1, 2019 | |
| Curbstone Financial Management Corporation | 20,200 | $1,107k | Jun 30, 2019 | Jul 9, 2019 | |
| Jacobs LEVY Equity Management Inc | 20,120 | $1,103k | Jun 30, 2019 | Aug 13, 2019 | |
| Abbot Financial Management Inc | 20,059 | $1,099k | Jun 30, 2019 | Aug 8, 2019 | |
| Dividend Assets Capital LLC | 19,984 | $1,095k | Jun 30, 2019 | Jul 12, 2019 | |
| Sicart Associates LLC | 19,848 | $1,088k | Jun 30, 2019 | Jul 23, 2019 | |
| Wedbush Securities Inc | 19,774 | $1,084k | Jun 30, 2019 | Aug 1, 2019 | |
| ZEKE Capital Advisors LLC | 19,763 | $1,083k | Jun 30, 2019 | Jul 24, 2019 | |
| Buckingham Asset Management LLC | 19,298 | $1,058k | Jun 30, 2019 | Aug 5, 2019 | |
| Cornerstone Wealth Management LLC | 19,016 | $1,044k | Jun 30, 2019 | Aug 2, 2019 | |
| Global X Management Company LLC | 23,563 | $1,014k | Jun 30, 2018 | Aug 16, 2018 | |
| Brinker Capital Inc | 18,198 | $997k | Jun 30, 2019 | Aug 12, 2019 | |
| RFG Advisory LLC | 18,113 | $992k | Jun 30, 2019 | Aug 23, 2019 | |
| Stadion Money Management LLC | 17,365 | $952k | Jun 30, 2019 | Aug 14, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 17,227 | $944k | Jun 30, 2019 | Jul 9, 2019 | |
| Abbrea Capital LLC | 17,140 | $939k | Jun 30, 2019 | Jul 31, 2019 | |
| Johnson Investment Counsel Inc | 16,824 | $922k | Jun 30, 2019 | Aug 14, 2019 | |
| Dearborn Partners LLC | 16,613 | $911k | Jun 30, 2019 | Jul 29, 2019 | |
| Penobscot Investment Management Company Inc | 16,234 | $890k | Jun 30, 2019 | Aug 2, 2019 | |
| Cetera Advisors LLC | 15,963 | $874k | Jun 30, 2019 | Aug 12, 2019 | |
| Monetary Management Group Inc | 15,700 | $861k | Jun 30, 2019 | Aug 13, 2019 | |
| West Oak Capital LLC | 15,255 | $836k | Jun 30, 2019 | Jul 12, 2019 | |
| ZWJ Investment Counsel Inc | 15,076 | $826k | Jun 30, 2019 | Jul 24, 2019 | |
| Bragg Financial Advisors Inc | 14,735 | $808k | Jun 30, 2019 | Aug 14, 2019 | |
| Stratos Wealth Partners Ltd | 14,717 | $807k | Jun 30, 2019 | Aug 6, 2019 | |
| PRIO Wealth Limited Partnership | 14,654 | $803k | Jun 30, 2019 | Jul 18, 2019 | |
| Pathstone Family Office LLC | 14,574 | $799k | Jun 30, 2019 | Aug 14, 2019 | |
| Bienville Capital Management LLC | 14,466 | $793k | Jun 30, 2019 | Aug 14, 2019 | |
| Institute FOR Wealth Management LLC | 14,444 | $792k | Jun 30, 2019 | Aug 2, 2019 | |
| Smith & Howard Wealth Management LLC | 14,440 | $791k | Jun 30, 2019 | Jul 23, 2019 | |
| Keating Investment Counselors Inc | 14,138 | $775k | Jun 30, 2019 | Aug 1, 2019 | |
| Lucia Wealth Services LLC | 14,137 | $775k | Jun 30, 2019 | Jul 23, 2019 | |
| The RICE Partnership LLC | 14,000 | $767k | Jun 30, 2019 | Jul 25, 2019 | |
| Neuberger Berman Breton Hill ULC | 9,381 | $764k | Sep 30, 2017 | Nov 3, 2017 | |
| Horizon Investments LLC | 13,551 | $743k | Jun 30, 2019 | Aug 14, 2019 | |
| Advisory Services Network LLC | 13,399 | $734k | Jun 30, 2019 | Aug 1, 2019 | |
| Columbus Macro LLC | 13,212 | $724k | Jun 30, 2019 | Jul 16, 2019 | |
| Moloney Securities Asset Management LLC | 13,074 | $717k | Jun 30, 2019 | Jul 29, 2019 | |
| Ameritas Investment Partners Inc | 13,021 | $714k | Jun 30, 2019 | Aug 14, 2019 | |
| Motley FOOL Asset Management LLC | 12,935 | $709k | Jun 30, 2019 | Aug 14, 2019 | |
| KOPP Investment Advisors LLC | 12,798 | $701k | Jun 30, 2019 | Aug 14, 2019 | |
| Venturi Wealth Management LLC | 12,794 | $701k | Jun 30, 2019 | Aug 7, 2019 | |
| GWM Advisors LLC | 12,775 | $700k | Jun 30, 2019 | Aug 5, 2019 | |
| Cottage Street Advisors LLC | 12,630 | $692k | Jun 30, 2019 | Aug 2, 2019 | |
| Hollow Brook Wealth Management LLC | 12,470 | $683k | Jun 30, 2019 | Aug 13, 2019 | |
| Brookstone Capital Management LLC | 12,338 | $676k | Jun 30, 2019 | Jul 25, 2019 | |
| Waverton Investment Management Limited | 12,226 | $670k | Jun 30, 2019 | Jul 17, 2019 | |
| Argyle Capital Management Inc | 12,020 | $659k | Jun 30, 2019 | Jul 25, 2019 | |
| Meridian Wealth Management LLC | 1,200 | $658k | Jun 30, 2019 | Jul 19, 2019 | |
| Meritage Portfolio Management Inc | 11,897 | $652k | Jun 30, 2019 | Jul 30, 2019 | |
| Joel Isaacson & Co LLC | 11,680 | $640k | Jun 30, 2019 | Jul 11, 2019 | |
| Northstar Wealth Partners LLC | 11,634 | $638k | Jun 30, 2019 | Aug 15, 2019 | |
| Ipswich Investment Management Company Inc | 11,345 | $622k | Jun 30, 2019 | Jul 11, 2019 | |
| Cleararc Capital Inc | 11,122 | $610k | Jun 30, 2019 | Aug 7, 2019 | |
| Hunter Associates Investment Management LLC | 10,900 | $597k | Jun 30, 2019 | Aug 8, 2019 | |
| Spinnaker Investment Group LLC | 10,740 | $588k | Jun 30, 2019 | Jul 11, 2019 | |
| Ridgewood Investments LLC | 10,523 | $577k | Jun 30, 2019 | Jul 12, 2019 | |
| DEAN Capital Management LLC | 10,245 | $562k | Jun 30, 2019 | Aug 12, 2019 | |
| DEAN Capital Investments Management LLC | 10,245 | $562k | Jun 30, 2019 | Aug 12, 2019 | |
| Moors & Cabot Inc | 10,149 | $557k | Jun 30, 2019 | Jul 18, 2019 | |
| First National Corporation | 9,993 | $548k | Jun 30, 2019 | Jul 22, 2019 | |
| Evergreen Capital Management LLC | 9,688 | $531k | Jun 30, 2019 | Aug 14, 2019 | |
| Tradition Capital Management LLC | 10,500 | $525k | Mar 31, 2019 | May 7, 2019 | |
| Emerald Investment Partners LLC | 9,429 | $517k | Jun 30, 2019 | Aug 12, 2019 | |
| Wesbanco Bank Inc | 9,316 | $511k | Jun 30, 2019 | Aug 13, 2019 | |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,311 | $510k | Jun 30, 2019 | Aug 9, 2019 | |
| Diligent Investors LLC | 9,000 | $493k | Jun 30, 2019 | Aug 1, 2019 | |
| Telemus Capital LLC | 9,556 | $491k | Jun 30, 2019 | Aug 9, 2019 | |
| Becker Capital Management Inc | 8,912 | $488k | Jun 30, 2019 | Aug 8, 2019 | |
| Wellington Shields & Co LLC | 8,856 | $485k | Jun 30, 2019 | Aug 8, 2019 | |
| RNC Capital Management LLC | 8,741 | $479k | Jun 30, 2019 | Jul 25, 2019 | |
| CIM LLC | 8,731 | $479k | Jun 30, 2019 | Jul 22, 2019 | |
| Dupont Capital Management Corp | 8,515 | $467k | Jun 30, 2019 | Jul 30, 2019 | |
| Homrich & BERG Inc | 8,498 | $466k | Jun 30, 2019 | Aug 5, 2019 | |
| Guinness Atkinson Asset Management Inc | 8,409 | $461k | Jun 30, 2019 | Jul 26, 2019 | |
| Beacon Investment Advisory Services Inc | 8,388 | $460k | Jun 30, 2019 | Aug 7, 2019 | |
| Stokes & Hubbell Capital Management LLC | 9,182 | $459k | Mar 31, 2019 | Apr 24, 2019 | |
| Legacy Capital Partners Inc | 8,340 | $457k | Jun 30, 2019 | Jul 16, 2019 | |
| Rossmore Private Capital LLC | 8,250 | $452k | Jun 30, 2019 | Aug 5, 2019 | |
| SIT Investment Associates Inc | 8,025 | $440k | Jun 30, 2019 | Aug 14, 2019 | |
| SAND Hill Global Advisors LLC | 8,000 | $438k | Jun 30, 2019 | Aug 13, 2019 | |
| Chesley TAFT & Associates LLC | 8,000 | $438k | Jun 30, 2019 | Jul 10, 2019 | |
| Sheaff Brock Investment Advisors LLC | 7,965 | $437k | Jun 30, 2019 | Jul 31, 2019 | |
| Prospera Financial Services Inc | 7,737 | $430k | Jun 30, 2019 | Aug 14, 2019 | |
| Gyroscope Capital Management Group LLC | 7,424 | $422k | Jun 30, 2019 | Jul 11, 2019 | |
| GHP Investment Advisors Inc | 7,596 | $416k | Jun 30, 2019 | Aug 2, 2019 | |
| BHK Investment Advisors LLC | 7,436 | $408k | Jun 30, 2019 | Aug 2, 2019 | |
| Highvista Strategies LLC | 7,300 | $400k | Jun 30, 2019 | Aug 14, 2019 | |
| Altium Wealth Management LLC | 7,205 | $395k | Jun 30, 2019 | Jul 18, 2019 | |
| Tiedemann Advisors LLC | 7,204 | $393k | Jun 30, 2019 | Aug 13, 2019 | |
| Crabel Capital Management LLC | 7,072 | $388k | Jun 30, 2019 | Aug 13, 2019 | |
| Checchi Capital Advisers LLC | 7,067 | $387k | Jun 30, 2019 | Aug 6, 2019 | |
| Smith Salley & Associates LLC | 6,947 | $381k | Jun 30, 2019 | Jul 12, 2019 | |
| Carret Asset Management LLC | 6,816 | $374k | Jun 30, 2019 | Aug 12, 2019 | |
| Willow Creek Wealth Management Inc | 6,706 | $368k | Jun 30, 2019 | Jul 22, 2019 | |
| The Colony Group LLC | 6,681 | $366k | Jun 30, 2019 | Aug 19, 2019 | |
| North American Management Corp | 6,632 | $363k | Jun 30, 2019 | Jul 30, 2019 | |
| Fiera Capital Inc | 6,566 | $360k | Jun 30, 2019 | Aug 12, 2019 | |
| Lakeview Capital Partners LLC | 6,562 | $360k | Jun 30, 2019 | Aug 5, 2019 | |
| Level Four Advisory Services LLC | 6,426 | $352k | Jun 30, 2019 | Aug 14, 2019 | |
| Truewealth LLC | 6,351 | $348k | Jun 30, 2019 | Jul 10, 2019 | |
| Ballentine Partners LLC | 6,348 | $348k | Jun 30, 2019 | Jul 25, 2019 | |
| Stearns Financial Services Group Inc | 6,314 | $346k | Jun 30, 2019 | Aug 14, 2019 | |
| Plancorp LLC | 6,286 | $345k | Jun 30, 2019 | Aug 13, 2019 | |
| Sequoia Financial Advisors LLC | 6,284 | $344k | Jun 30, 2019 | Jul 31, 2019 | |
| The Caprock Group Inc | 6,222 | $341k | Jun 30, 2019 | Jul 23, 2019 | |
| Kovack Advisors Inc | 6,169 | $338k | Jun 30, 2019 | Aug 14, 2019 | |
| Kovack International Advisors Inc | 6,169 | $338k | Jun 30, 2019 | Aug 14, 2019 | |
| Edgestream Partners LP | 6,060 | $332k | Jun 30, 2019 | Aug 8, 2019 | |
| Zebra Capital Management LLC | 5,989 | $328k | Jun 30, 2019 | Aug 14, 2019 | |
| Campbell & Company Investment Adviser LLC | 5,866 | $322k | Jun 30, 2019 | Jul 10, 2019 | |
| AFT Forsyth and Company Inc | 5,750 | $315k | Jun 30, 2019 | Jul 29, 2019 | |
| Horizon Asset Management LLC | 5,600 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| BKD Wealth Advisors LLC | 5,606 | $307k | Jun 30, 2019 | Jul 10, 2019 | |
| Bristlecone Advisors LLC | 5,435 | $298k | Jun 30, 2019 | Jul 19, 2019 | |
| Wilmington Funds Management Corporation | 4,750 | $296k | Jun 30, 2014 | Aug 13, 2014 | |
| Texas Yale Capital Corp | 5,400 | $296k | Jun 30, 2019 | Jul 24, 2019 | |
| South Texas Money Management Ltd | 5,350 | $293k | Jun 30, 2019 | Jul 2, 2019 | |
| Miracle MILE Advisors LLC | 5,308 | $291k | Jun 30, 2019 | Aug 7, 2019 | |
| Alpha Windward LLC | 5,441 | $288k | Jun 30, 2019 | Jul 30, 2019 | |
| Prelude Capital Management LLC | 5,218 | $286k | Jun 30, 2019 | Aug 14, 2019 | |
| LOWE Brockenbrough & Company Inc | 5,170 | $283k | Jun 30, 2019 | Aug 12, 2019 | |
| RDL Financial Inc | 5,160 | $283k | Jun 30, 2019 | Jul 17, 2019 | |
| Badgley Phelps and Bell Inc | 5,120 | $281k | Jun 30, 2019 | Jul 30, 2019 | |
| Port Capital LLC | 5,101 | $280k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Counselors Inc | 5,059 | $277k | Jun 30, 2019 | Aug 14, 2019 | |
| Beese Fulmer Investment Management Inc | 4,931 | $270k | Jun 30, 2019 | Jul 5, 2019 | |
| The Bollard Group LLC | 4,887 | $268k | Jun 30, 2019 | Aug 13, 2019 | |
| Provident Investment Management Inc | 4,852 | $266k | Jun 30, 2019 | Aug 8, 2019 | |
| Nicholas Hoffman & Company LLC | 4,797 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
| Drexel Morgan & Co | 4,775 | $262k | Jun 30, 2019 | Aug 8, 2019 | |
| SRB Corporation | 4,776 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Financial Wealth Advisors LLC | 4,778 | $262k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 4,778 | $262k | Jun 30, 2019 | Jul 16, 2019 | |
| First National Bank of Omaha | 4,700 | $258k | Jun 30, 2019 | Jul 10, 2019 | |
| Ifrah Financial Services Inc | 4,660 | $255k | Jun 30, 2019 | Aug 6, 2019 | |
| Savant Capital LLC | 4,620 | $253k | Jun 30, 2019 | Aug 6, 2019 | |
| Green Square Capital LLC | 4,589 | $252k | Jun 30, 2019 | Aug 14, 2019 | |
| Mckinley Carter Wealth Services Inc | 4,484 | $246k | Jun 30, 2019 | Aug 2, 2019 | |
| BLB & B Advisors LLC | 4,380 | $240k | Jun 30, 2019 | Jul 29, 2019 | |
| Good Life Advisors LLC | 4,357 | $239k | Jun 30, 2019 | Aug 6, 2019 | |
| Wilmington Trust Investment Management LLC | 3,830 | $238k | Jun 30, 2014 | Aug 13, 2014 | |
| Hendley & Co Inc | 4,210 | $231k | Jun 30, 2019 | Aug 8, 2019 | |
| Evanson Asset Management LLC | 4,166 | $228k | Jun 30, 2019 | Jul 11, 2019 | |
| BTC Capital Management Inc | 4,040 | $222k | Jun 30, 2019 | Jul 26, 2019 | |
| Gilbert & COOK Inc | 4,015 | $220k | Jun 30, 2019 | Aug 5, 2019 | |
| Montag A & Associates Inc | 4,000 | $219k | Jun 30, 2019 | Aug 6, 2019 | |
| Daiwa SB Investments USA Ltd | 4,370 | $218k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 4,370 | $218k | Mar 31, 2019 | Apr 18, 2019 | |
| Johnson Financial Group LLC | 3,980 | $218k | Jun 30, 2019 | Aug 9, 2019 | |
| Wealth Enhancement Advisory Services LLC | 4,088 | $217k | Jun 30, 2019 | Aug 2, 2019 | |
| Patton Albertson Miller Group LLC | 4,026 | $213k | Jun 30, 2019 | Aug 12, 2019 | |
| HCR Wealth Advisors | 3,877 | $212k | Jun 30, 2019 | Jul 25, 2019 | |
| ETF Managers Group LLC | 3,880 | $212k | Jun 30, 2019 | Aug 14, 2019 | |
| Alpha Cubed Investments LLC | 3,848 | $211k | Jun 30, 2019 | Jul 19, 2019 | |
| The Renaissance Group LLC | 3,802 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| Portland Global Advisors LLC | 3,792 | $208k | Jun 30, 2019 | Jul 26, 2019 | |
| Renaissance Investment Group LLC | 3,802 | $208k | Jun 30, 2019 | Aug 13, 2019 | |
| JAG Capital Management LLC | 3,800 | $208k | Jun 30, 2019 | Jul 22, 2019 | |
| Clarivest Asset Management LLC | 3,728 | $204k | Jun 30, 2019 | Aug 16, 2019 | |
| Convergence Investment Partners LLC | 3,715 | $204k | Jun 30, 2019 | Jul 23, 2019 | |
| Bank of Hawaii | 3,365 | $184k | Jun 30, 2019 | Aug 15, 2019 | |
| Transamerica Financial Advisors Inc | 2,566 | $141k | Jun 30, 2019 | Aug 21, 2019 | |
| Peninsula Asset Management Inc | 1,875 | $103k | Jun 30, 2019 | Aug 15, 2019 | |
| Kaizen Advisory LLC | 2,076 | $95k | Dec 31, 2018 | Feb 15, 2019 | |
| First Manhattan Co | 1,678 | $91k | Jun 30, 2019 | Aug 16, 2019 | |
| Thompson Siegel & Walmsley LLC | 1,620 | $89k | Jun 30, 2019 | Aug 12, 2019 | |
| The Fiduciary Group LLC | 1,610 | $88k | Jun 30, 2019 | Aug 14, 2019 | |
| Baldwin Brothers Inc | 1,010 | $55k | Jun 30, 2019 | Jul 19, 2019 | |
| Sonora Investment Management LLC | 969 | $53k | Jun 30, 2019 | Jul 19, 2019 | |
| Winch Advisory Services LLC | 802 | $44k | Jun 30, 2019 | Aug 7, 2019 | |
| Nelson Roberts Investment Advisors LLC | 720 | $39k | Jun 30, 2019 | Jul 25, 2019 | |
| Tower VIEW Investment Management & Research LLC | 662 | $36k | Jun 30, 2019 | Jul 17, 2019 | |
| Financial Advantage Inc | 646 | $35k | Jun 30, 2019 | Jul 23, 2019 | |
| Smith Asset Management Group LP | 610 | $33k | Jun 30, 2019 | Aug 15, 2019 | |
| Legacy Financial Advisors Corporation | 288 | $16k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Advisors LLC | 288 | $16k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Financial Advisors Inc | 288 | $16k | Jun 30, 2019 | Jul 15, 2019 | |
| Capital Bank and Trust Company | 290 | $16k | Jun 30, 2019 | Aug 14, 2019 | |
| Truvestments Capital LLC | 285 | $16k | Jun 30, 2019 | Jul 15, 2019 | |
| Stevens First Principles Investment Advisors | 240 | $13k | Jun 30, 2019 | Jul 22, 2019 | |
| The Pacific Center FOR Financial Services | 220 | $12k | Jun 30, 2019 | Aug 15, 2019 | |
| Global Financial Private Capital LLC | 209 | $11k | Jun 30, 2019 | Aug 14, 2019 | |
| Vantage Advisors LLC | 220 | $10k | Sep 30, 2018 | Nov 9, 2018 | |
| Stewart & Patten Co LLC | 150 | $8k | Jun 30, 2019 | Jul 17, 2019 | |
| Cribstone Capital Management LLC | 152 | $8k | Jun 30, 2019 | Jul 22, 2019 | |
| Gables Capital Management Inc | 130 | $7k | Jun 30, 2019 | Jul 31, 2019 | |
| CSAT Investment Advisory LP | 134 | $7k | Jun 30, 2019 | Aug 15, 2019 | |
| Hillsdale Investment Management Inc | 90 | $5k | Jun 30, 2019 | Aug 2, 2019 | |
| HOWE and Rusling Inc | 65 | $4k | Jun 30, 2019 | Aug 12, 2019 | |
| Hudock Capital Group LLC | 75 | $4k | Jun 30, 2019 | Jul 30, 2019 | |
| Advantage Investment Management LLC | 42 | $2k | Jun 30, 2019 | Jul 30, 2019 | |
| Newfound Research LLC | 45 | $2k | Jun 30, 2019 | Aug 13, 2019 | |
| True Private Wealth Advisors LLC | 12 | $0k | Jun 30, 2019 | Aug 1, 2019 |