ISHARES TR CORE S&P MCP ETF
(464287507)
Fondos que reportan tenencias de ISHARES TR CORE S&P MCP ETF 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 |
|---|---|---|---|---|---|
| Retirement Income Solutions Inc | 62,970 | $12,233,000k | Jun 30, 2019 | Jul 23, 2019 | |
| GS Investments Inc | 5,226 | $1,015,235k | Jun 30, 2019 | Aug 9, 2019 | |
| Financial Engines Advisors LLC | 4,169,794 | $810,024k | Jun 30, 2019 | Aug 9, 2019 | |
| Millburn Ridgefield Corporation | 2,152,011 | $418,050k | Jun 30, 2019 | Jul 18, 2019 | |
| Valmark Advisers Inc | 1,764,788 | $342,828k | Jun 30, 2019 | Aug 7, 2019 | |
| Cornell Pochily Investment Advisors Inc | 1,098 | $213,000k | Jun 30, 2019 | Jul 22, 2019 | |
| Alesco Advisors LLC | 1,033,037 | $200,678k | Jun 30, 2019 | Aug 14, 2019 | |
| Acropolis Investment Management LLC | 456,234 | $88,628k | Jun 30, 2019 | Jul 11, 2019 | |
| LVZ Advisors | 422,166 | $82,010k | Jun 30, 2019 | Jul 19, 2019 | |
| Legacy Wealth Management Inc | 337,442 | $65,552k | Jun 30, 2019 | Jul 17, 2019 | |
| Legacy Wealth Management LLC | 337,442 | $65,552k | Jun 30, 2019 | Jul 17, 2019 | |
| Sigma Investment Counselors Inc | 318,083 | $61,791k | Jun 30, 2019 | Jul 23, 2019 | |
| Cambridge Investment Research Advisors Inc | 303,602 | $58,978k | Jun 30, 2019 | Aug 15, 2019 | |
| Lenox Wealth Advisors LLC | 295,481 | $57,400k | Jun 30, 2019 | Jul 12, 2019 | |
| Global Atlantic Investment Advisors LLC | 366,031 | $56,629k | Sep 30, 2016 | Nov 14, 2016 | |
| Phillips Financial Management LLC | 262,327 | $51,102k | Jun 30, 2019 | Aug 6, 2019 | |
| FFT Wealth Management LLC | 257,110 | $49,946k | Jun 30, 2019 | Aug 14, 2019 | |
| Sigfig Wealth Management LLC | 249,345 | $48,438k | Jun 30, 2019 | Aug 5, 2019 | |
| Badgley Phelps and Bell Inc | 229,435 | $44,570k | Jun 30, 2019 | Jul 30, 2019 | |
| Modera Wealth Management LLC | 227,365 | $44,168k | Jun 30, 2019 | Aug 7, 2019 | |
| Bronfman EL Rothschild LP | 221,673 | $43,062k | Jun 30, 2019 | Aug 12, 2019 | |
| ALPS Advisors Inc | 218,620 | $42,469k | Jun 30, 2019 | Aug 7, 2019 | |
| Kynikos Associates LP | 218,520 | $42,450k | Jun 30, 2019 | Aug 14, 2019 | |
| Evermay Wealth Management LLC | 198,645 | $38,589k | Jun 30, 2019 | Jul 23, 2019 | |
| Connecticut Wealth Management LLC | 189,520 | $36,816k | Jun 30, 2019 | Jul 29, 2019 | |
| Altium Wealth Management LLC | 184,122 | $35,768k | Jun 30, 2019 | Jul 18, 2019 | |
| Affiance Financial LLC | 162,794 | $31,624k | Jun 30, 2019 | Jul 11, 2019 | |
| Cahaba Wealth Management Inc | 161,212 | $31,317k | Jun 30, 2019 | Jul 31, 2019 | |
| Pacer Advisors Inc | 149,505 | $29,043k | Jun 30, 2019 | Aug 12, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 144,832 | $28,135k | Jun 30, 2019 | Jul 10, 2019 | |
| Good Life Advisors LLC | 144,776 | $28,119k | Jun 30, 2019 | Aug 6, 2019 | |
| DT Investment Partners LLC | 144,610 | $28,092k | Jun 30, 2019 | Jul 30, 2019 | |
| Twele Capital Management Inc | 129,394 | $25,136k | Jun 30, 2019 | Jul 18, 2019 | |
| LGL Partners LLC | 125,426 | $24,365k | Jun 30, 2019 | Aug 14, 2019 | |
| The Relaxing Retirement Coach Inc | 124,333 | $24,157k | Jun 30, 2019 | Aug 5, 2019 | |
| Nottingham Advisors Inc | 123,747 | $24,029k | Jun 30, 2019 | Jul 17, 2019 | |
| Wellesley Investment Partners LLC | 114,649 | $22,271k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Strategies Inc | 104,839 | $20,366k | Jun 30, 2019 | Aug 8, 2019 | |
| Vision Capital Management Inc | 103,078 | $20,024k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 103,078 | $20,024k | Jun 30, 2019 | Jul 29, 2019 | |
| QS Investors LLC | 100,586 | $19,540k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Planning Advisors LLC | 98,211 | $19,079k | Jun 30, 2019 | Aug 9, 2019 | |
| Chesley TAFT & Associates LLC | 88,695 | $17,230k | Jun 30, 2019 | Jul 10, 2019 | |
| Klingman and Associates LLC | 86,834 | $16,868k | Jun 30, 2019 | Jul 24, 2019 | |
| HIGH Falls Advisors Inc | 85,306 | $16,571k | Jun 30, 2019 | Aug 15, 2019 | |
| Gentrust LLC | 85,411 | $16,536k | Jun 30, 2019 | Aug 2, 2019 | |
| Traynor Capital Management Inc | 83,862 | $16,337k | Jun 30, 2019 | Jul 26, 2019 | |
| Armbruster Capital Management Inc | 78,446 | $15,239k | Jun 30, 2019 | Jul 18, 2019 | |
| Fulcrum Capital LLC | 77,919 | $15,137k | Jun 30, 2019 | Jul 29, 2019 | |
| Vestor Capital LLC | 72,133 | $14,012k | Jun 30, 2019 | Aug 6, 2019 | |
| Stokes & Hubbell Capital Management LLC | 72,105 | $13,657k | Mar 31, 2019 | Apr 24, 2019 | |
| Strategic Financial Group LLC | 67,556 | $13,123k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 67,556 | $13,123k | Jun 30, 2019 | Jul 29, 2019 | |
| RKL Wealth Management LLC | 65,441 | $12,717k | Jun 30, 2019 | Aug 2, 2019 | |
| Cambridge Advisors Inc | 60,970 | $11,844k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 60,970 | $11,844k | Jun 30, 2019 | Jul 26, 2019 | |
| Parker Investment Management LLC | 60,510 | $11,755k | Jun 30, 2019 | Aug 15, 2019 | |
| Avondale Wealth Management LLC | 59,115 | $11,484k | Jun 30, 2019 | Jul 26, 2019 | |
| BSW Wealth Partners LLC | 58,677 | $11,399k | Jun 30, 2019 | Aug 13, 2019 | |
| Annex Advisory Services LLC | 51,807 | $10,065k | Jun 30, 2019 | Jul 18, 2019 | |
| Private Asset Management Inc | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 50,299 | $9,771k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Wealth Advisors Inc | 48,735 | $9,467k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 48,735 | $9,467k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 48,735 | $9,467k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 48,735 | $9,467k | Jun 30, 2019 | Aug 7, 2019 | |
| Windsor Capital Management LLC | 47,587 | $9,244k | Jun 30, 2019 | Aug 2, 2019 | |
| BKD Wealth Advisors LLC | 47,015 | $9,133k | Jun 30, 2019 | Jul 10, 2019 | |
| Marietta Wealth Management LLC | 44,366 | $8,619k | Jun 30, 2019 | Aug 14, 2019 | |
| Torch Wealth Management LLC | 43,535 | $8,457k | Jun 30, 2019 | Aug 2, 2019 | |
| Neumann Capital Management LLC | 43,220 | $8,396k | Jun 30, 2019 | Jul 25, 2019 | |
| RAUB Brock Capital Management LP | 41,472 | $8,056k | Jun 30, 2019 | Jul 23, 2019 | |
| Fifth Third Securities Inc | 40,576 | $7,882k | Jun 30, 2019 | Jul 30, 2019 | |
| Cobiz Wealth LLC | 38,328 | $7,446k | Jun 30, 2019 | Jul 8, 2019 | |
| Portland Global Advisors LLC | 37,849 | $7,353k | Jun 30, 2019 | Jul 26, 2019 | |
| Advisory Alpha LLC | 37,722 | $7,295k | Jun 30, 2019 | Aug 16, 2019 | |
| Dupont Capital Management Corp | 35,208 | $6,840k | Jun 30, 2019 | Jul 30, 2019 | |
| Copperwynd Financial LLC | 35,137 | $6,826k | Jun 30, 2019 | Aug 7, 2019 | |
| Merriman Wealth Management LLC | 3,405 | $6,632k | Jun 30, 2019 | Jul 31, 2019 | |
| Shoker Investment Counsel Inc | 33,426 | $6,493k | Jun 30, 2019 | Aug 9, 2019 | |
| Crescent Grove Advisors LLC | 33,233 | $6,456k | Jun 30, 2019 | Aug 6, 2019 | |
| Ramsay Stattman VELA & Price Inc | 32,932 | $6,397k | Jun 30, 2019 | Aug 9, 2019 | |
| Accredited Investors Inc | 32,154 | $6,246k | Jun 30, 2019 | Aug 13, 2019 | |
| WELA Strategies Inc | 29,158 | $5,664k | Jun 30, 2019 | Jul 18, 2019 | |
| Capital Wealth Management LLC | 29,097 | $5,653k | Jun 30, 2019 | Aug 12, 2019 | |
| GHP Investment Advisors Inc | 28,814 | $5,597k | Jun 30, 2019 | Aug 2, 2019 | |
| Middleton & Company Inc | 27,591 | $5,360k | Jun 30, 2019 | Jul 25, 2019 | |
| Hirtle Callaghan & Co LLC | 27,491 | $5,340k | Jun 30, 2019 | Aug 13, 2019 | |
| Burleson & Company LLC | 27,608 | $5,334k | Jun 30, 2019 | Aug 5, 2019 | |
| Mckinley Carter Wealth Services Inc | 26,783 | $5,203k | Jun 30, 2019 | Aug 2, 2019 | |
| Coyle Financial Counsel LLC | 26,228 | $5,095k | Jun 30, 2019 | Aug 13, 2019 | |
| JGP Wealth Management LLC | 26,016 | $5,054k | Jun 30, 2019 | Jul 15, 2019 | |
| Cottage Street Advisors LLC | 25,544 | $4,962k | Jun 30, 2019 | Aug 2, 2019 | |
| Cahill Financial Advisors Inc | 24,885 | $4,835k | Jun 30, 2019 | Aug 14, 2019 | |
| The Roosevelt Investment Group Inc | 22,835 | $4,436k | Jun 30, 2019 | Aug 8, 2019 | |
| Telos Capital Management Inc | 22,245 | $4,321k | Jun 30, 2019 | Jul 19, 2019 | |
| Bigelow Investment Advisors LLC | 21,918 | $4,258k | Jun 30, 2019 | Jul 17, 2019 | |
| Twin Focus Capital Partners LLC | 21,693 | $4,214k | Jun 30, 2019 | Aug 14, 2019 | |
| Cranbrook Wealth Management LLC | 20,659 | $4,013k | Jun 30, 2019 | Aug 7, 2019 | |
| Stratford Consulting LLC | 19,868 | $3,860k | Jun 30, 2019 | Aug 2, 2019 | |
| SPC Financial Inc | 19,482 | $3,785k | Jun 30, 2019 | Aug 1, 2019 | |
| Moneywise Inc | 19,484 | $3,785k | Jun 30, 2019 | Jul 17, 2019 | |
| Ironwood Wealth Management LLC | 19,408 | $3,770k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Point Investment Advisors LLC | 18,944 | $3,680k | Jun 30, 2019 | Aug 14, 2019 | |
| Clear Perspective Advisors LLC | 18,810 | $3,654k | Jun 30, 2019 | Aug 12, 2019 | |
| Jaffetilchin Investment Partners LLC | 18,751 | $3,643k | Jun 30, 2019 | Aug 13, 2019 | |
| SWS Partners LLC | 18,649 | $3,620k | Jun 30, 2019 | Aug 13, 2019 | |
| Alexandria Capital LLC | 18,113 | $3,519k | Jun 30, 2019 | Aug 12, 2019 | |
| FORD Financial Group Inc | 18,008 | $3,498k | Jun 30, 2019 | Jul 25, 2019 | |
| Stone House Investment Management LLC | 17,960 | $3,489k | Jun 30, 2019 | Jul 9, 2019 | |
| Canal Capital Management LLC | 17,920 | $3,481k | Jun 30, 2019 | Jul 31, 2019 | |
| Hallmark Capital Management Inc | 17,705 | $3,439k | Jun 30, 2019 | Aug 8, 2019 | |
| Rossmore Private Capital LLC | 17,280 | $3,357k | Jun 30, 2019 | Aug 5, 2019 | |
| GFS Advisors LLC | 17,244 | $3,350k | Jun 30, 2019 | Aug 1, 2019 | |
| Sonata Capital Group Inc | 17,083 | $3,319k | Jun 30, 2019 | Aug 5, 2019 | |
| Biltmore Family Office LLC | 16,834 | $3,270k | Jun 30, 2019 | Jul 31, 2019 | |
| SVA Plumb Wealth Management LLC | 16,047 | $3,117k | Jun 30, 2019 | Aug 13, 2019 | |
| New England Private Wealth Advisors LLC | 15,446 | $3,001k | Jun 30, 2019 | Aug 8, 2019 | |
| Perritt Capital Management Inc | 15,309 | $2,974k | Jun 30, 2019 | Aug 13, 2019 | |
| KMS Financial Services Inc | 21,725 | $2,971k | Sep 30, 2014 | Nov 17, 2014 | |
| Birch Hill Investment Advisors LLC | 15,163 | $2,946k | Jun 30, 2019 | Jul 22, 2019 | |
| Shepherd Financial Partners LLC | 15,160 | $2,945k | Jun 30, 2019 | Aug 5, 2019 | |
| Exchange Capital Management Inc | 14,639 | $2,844k | Jun 30, 2019 | Jul 22, 2019 | |
| Stelac Advisory Services LLC | 14,525 | $2,822k | Jun 30, 2019 | Jul 29, 2019 | |
| Family Management Corporation | 14,386 | $2,795k | Jun 30, 2019 | Aug 14, 2019 | |
| Kelman Lazarov Inc | 14,179 | $2,754k | Jun 30, 2019 | Jul 22, 2019 | |
| PURE Financial Advisors Inc | 14,047 | $2,729k | Jun 30, 2019 | Jul 11, 2019 | |
| Front Barnett Associates LLC | 13,991 | $2,718k | Jun 30, 2019 | Aug 6, 2019 | |
| Financial Life Advisors LLC | 13,474 | $2,617k | Jun 30, 2019 | Jul 29, 2019 | |
| Wrapmanager Inc | 13,214 | $2,567k | Jun 30, 2019 | Jul 31, 2019 | |
| Madden Advisory Services Inc | 12,879 | $2,501k | Jun 30, 2019 | Jul 22, 2019 | |
| Athena Capital Advisors LLC | 12,829 | $2,492k | Jun 30, 2019 | Aug 9, 2019 | |
| Fernwood Investment Management LLC | 12,737 | $2,474k | Jun 30, 2019 | Aug 1, 2019 | |
| Vivaldi Capital Management LLC | 12,543 | $2,437k | Jun 30, 2019 | Aug 14, 2019 | |
| Payden & Rygel | 12,330 | $2,395k | Jun 30, 2019 | Aug 6, 2019 | |
| Bigsur Wealth Management LLC | 12,200 | $2,377k | Jun 30, 2019 | Jul 5, 2019 | |
| The Fiduciary Group LLC | 11,910 | $2,314k | Jun 30, 2019 | Aug 14, 2019 | |
| Steigerwald Gordon & KOCH Inc | 11,737 | $2,280k | Jun 30, 2019 | Jul 15, 2019 | |
| Highland Private Wealth Management | 11,665 | $2,266k | Jun 30, 2019 | Aug 13, 2019 | |
| Bridgecreek Investment Management LLC | 11,655 | $2,264k | Jun 30, 2019 | Aug 14, 2019 | |
| Alley Company LLC | 11,451 | $2,224k | Jun 30, 2019 | Jul 30, 2019 | |
| The London Company of Virginia LLC | 11,316 | $2,198k | Jun 30, 2019 | Aug 14, 2019 | |
| DOCK Street Asset Management Inc | 11,076 | $2,152k | Jun 30, 2019 | Jul 31, 2019 | |
| Cavalier Investments LLC | 10,898 | $2,117k | Jun 30, 2019 | Jul 31, 2019 | |
| SAND Hill Global Advisors LLC | 10,629 | $2,065k | Jun 30, 2019 | Aug 13, 2019 | |
| The Financial Consulate Inc | 10,559 | $2,051k | Jun 30, 2019 | Jul 24, 2019 | |
| The Central Trust Bank | 9,768 | $1,898k | Jun 30, 2019 | Jul 16, 2019 | |
| F3Logic LLC | 9,719 | $1,884k | Jun 30, 2019 | Aug 2, 2019 | |
| Financial Advisory Service Inc | 9,598 | $1,865k | Jun 30, 2019 | Jul 25, 2019 | |
| EP Wealth Advisors LLC | 9,568 | $1,859k | Jun 30, 2019 | Aug 27, 2019 | |
| Minichmacgregor Wealth Management LLC | 9,524 | $1,855k | Jun 30, 2019 | Aug 5, 2019 | |
| The Family FIRM Inc | 9,448 | $1,835k | Jun 30, 2019 | Aug 6, 2019 | |
| Condor Capital Management | 9,416 | $1,829k | Jun 30, 2019 | Aug 5, 2019 | |
| Emerald Investment Partners LLC | 9,268 | $1,800k | Jun 30, 2019 | Aug 12, 2019 | |
| Founders Financial Securities LLC | 9,249 | $1,797k | Jun 30, 2019 | Jul 22, 2019 | |
| Blue CHIP Wealth Management Inc | 9,235 | $1,794k | Jun 30, 2019 | Aug 13, 2019 | |
| Gilbert & COOK Inc | 9,231 | $1,793k | Jun 30, 2019 | Aug 5, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 9,173 | $1,782k | Jun 30, 2019 | Jul 15, 2019 | |
| Vista Investment Management LLC | 8,875 | $1,724k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 8,602 | $1,671k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 8,602 | $1,671k | Jun 30, 2019 | Jul 23, 2019 | |
| Brown Advisory Securities LLC | 8,464 | $1,644k | Jun 30, 2019 | Aug 12, 2019 | |
| Cypress Wealth Services LLC | 8,423 | $1,636k | Jun 30, 2019 | Jul 24, 2019 | |
| Cadinha & Co LLC | 8,001 | $1,554k | Jun 30, 2019 | Aug 9, 2019 | |
| KWMG LLC | 7,773 | $1,510k | Jun 30, 2019 | Jul 10, 2019 | |
| Staley Capital Advisers Inc | 7,581 | $1,473k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Group Inc | 7,490 | $1,455k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 7,490 | $1,455k | Jun 30, 2019 | Jul 3, 2019 | |
| LBMC Investment Advisors LLC | 7,232 | $1,405k | Jun 30, 2019 | Jul 18, 2019 | |
| The Retirement Planning Group Inc | 7,162 | $1,391k | Jun 30, 2019 | Jul 25, 2019 | |
| Wealth and Pension Services Group Inc | 7,096 | $1,378k | Jun 30, 2019 | Aug 15, 2019 | |
| Harbour Capital Advisors LLC | 6,873 | $1,335k | Jun 30, 2019 | Jul 10, 2019 | |
| Sequoia Wealth Management LLC | 6,729 | $1,303k | Jun 30, 2019 | Aug 6, 2019 | |
| Evanson Asset Management LLC | 6,573 | $1,277k | Jun 30, 2019 | Jul 11, 2019 | |
| AFT Forsyth and Company Inc | 6,566 | $1,275k | Jun 30, 2019 | Jul 29, 2019 | |
| DAY & Ennis LLC | 6,404 | $1,244k | Jun 30, 2019 | Aug 2, 2019 | |
| Clifford SWAN Investment Counsel LLC | 6,312 | $1,226k | Jun 30, 2019 | Aug 13, 2019 | |
| The Rikoon Group LLC | 6,310 | $1,226k | Jun 30, 2019 | Aug 6, 2019 | |
| Lakeview Capital Partners LLC | 6,272 | $1,218k | Jun 30, 2019 | Aug 5, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 6,214 | $1,207k | Jun 30, 2019 | Aug 12, 2019 | |
| Duncker Streett & Co LLC | 6,138 | $1,192k | Jun 30, 2019 | Jul 24, 2019 | |
| Lifeplan Financial Group Inc | 5,992 | $1,164k | Jun 30, 2019 | Jul 15, 2019 | |
| Boston Research and Management Inc | 5,760 | $1,118k | Jun 30, 2019 | Aug 7, 2019 | |
| Cypress Capital Management LLC | 5,740 | $1,115k | Jun 30, 2019 | Aug 5, 2019 | |
| Stanley-Laman Group Ltd | 5,724 | $1,112k | Jun 30, 2019 | Aug 1, 2019 | |
| Pinnacle Family Advisors LLC | 5,398 | $1,049k | Jun 30, 2019 | Aug 14, 2019 | |
| BFSG LLC | 5,352 | $1,040k | Jun 30, 2019 | Jul 30, 2019 | |
| Venturi Wealth Management LLC | 5,296 | $1,029k | Jun 30, 2019 | Aug 7, 2019 | |
| Ancora Family Wealth Advisors LLC | 6,617 | $1,024k | Sep 30, 2016 | Nov 4, 2016 | |
| Plancorp LLC | 5,249 | $1,020k | Jun 30, 2019 | Aug 13, 2019 | |
| Crow Point Partners LLC | 5,258 | $1,020k | Jun 30, 2019 | Aug 14, 2019 | |
| Brasada Capital Management LP | 5,076 | $995k | Jun 30, 2019 | Aug 7, 2019 | |
| Leicht Financial Planning and Wealth Management Inc | 5,066 | $984k | Jun 30, 2019 | Aug 2, 2019 | |
| Peterson Wealth Advisors LLC | 4,652 | $904k | Jun 30, 2019 | Jul 15, 2019 | |
| Intersect Capital LLC | 4,526 | $879k | Jun 30, 2019 | Aug 9, 2019 | |
| Secrest Blakey & Associates LLC | 4,507 | $876k | Jun 30, 2019 | Aug 13, 2019 | |
| Abbrea Capital LLC | 4,239 | $823k | Jun 30, 2019 | Jul 31, 2019 | |
| Marco Investment Management LLC | 4,129 | $802k | Jun 30, 2019 | Aug 6, 2019 | |
| STA Wealth Management LLC | 4,117 | $800k | Jun 30, 2019 | Aug 14, 2019 | |
| CPWM LLC | 4,023 | $781k | Jun 30, 2019 | Aug 2, 2019 | |
| Paulson Wealth Management Inc | 3,907 | $763k | Jun 30, 2019 | Jul 30, 2019 | |
| Stony Point Wealth Management Inc | 3,882 | $751k | Jun 30, 2019 | Jul 23, 2019 | |
| Brookmont Capital Management LLC | 3,782 | $735k | Jun 30, 2019 | Jul 18, 2019 | |
| RDL Financial Inc | 3,691 | $717k | Jun 30, 2019 | Jul 17, 2019 | |
| Mitchell Capital Management Co | 3,578 | $695k | Jun 30, 2019 | Jul 24, 2019 | |
| CIM LLC | 3,570 | $694k | Jun 30, 2019 | Jul 22, 2019 | |
| Wooster Corthell Wealth Management Inc | 3,401 | $661k | Jun 30, 2019 | Jul 31, 2019 | |
| Huntington Steele LLC | 3,455 | $648k | Mar 31, 2018 | Apr 18, 2018 | |
| Mountain Capital Investment Advisors Inc | 3,358 | $636k | Jun 30, 2019 | Aug 14, 2019 | |
| Tufton Capital Management LLC | 3,262 | $633k | Jun 30, 2019 | Jul 26, 2019 | |
| Ballew Advisors Inc | 3,247 | $632k | Jun 30, 2019 | Jul 17, 2019 | |
| Nikulski Financial Inc | 3,248 | $628k | Jun 30, 2019 | Jul 22, 2019 | |
| Cambiar Investors LLC | 3,204 | $622k | Jun 30, 2019 | Jul 25, 2019 | |
| Tiemann Investment Advisors LLC | 3,191 | $620k | Jun 30, 2019 | Aug 13, 2019 | |
| Oak Asset Management LLC | 3,195 | $618k | Jun 30, 2019 | Jul 25, 2019 | |
| FORT PITT Capital Group LLC | 3,103 | $603k | Jun 30, 2019 | Aug 9, 2019 | |
| Choate Investment Advisors LLC | 3,101 | $602k | Jun 30, 2019 | Aug 14, 2019 | |
| First Wilshire Securities Management Inc | 3,100 | $602k | Jun 30, 2019 | Aug 14, 2019 | |
| The Genwealth Group Inc | 3,061 | $594k | Jun 30, 2019 | Jul 10, 2019 | |
| Ballast Inc | 2,925 | $568k | Jun 30, 2019 | Jul 26, 2019 | |
| Bridgeworth LLC | 2,895 | $562k | Jun 30, 2019 | Jul 25, 2019 | |
| Goldstein Munger + Associates | 2,864 | $556k | Jun 30, 2019 | Aug 2, 2019 | |
| Triangle Securities Wealth Management | 2,827 | $549k | Jun 30, 2019 | Jul 10, 2019 | |
| Joel Isaacson & Co LLC | 2,775 | $539k | Jun 30, 2019 | Jul 11, 2019 | |
| Aspiriant LLC | 2,729 | $530k | Jun 30, 2019 | Aug 6, 2019 | |
| Armor Investment Advisors LLC | 2,673 | $519k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 2,673 | $519k | Jun 30, 2019 | Aug 13, 2019 | |
| Hollow Brook Wealth Management LLC | 2,668 | $518k | Jun 30, 2019 | Aug 13, 2019 | |
| Tortoise Investment Management LLC | 2,620 | $509k | Jun 30, 2019 | Aug 7, 2019 | |
| Signature Financial Management Inc | 3,026 | $502k | Dec 31, 2018 | Feb 13, 2019 | |
| Brightworth LLC | 2,577 | $501k | Jun 30, 2019 | Jul 31, 2019 | |
| American Financial Network Advisory Services LLC | 2,605 | $500k | Jun 30, 2019 | Aug 9, 2019 | |
| Three Peaks Capital Management LLC | 2,544 | $494k | Jun 30, 2019 | Aug 6, 2019 | |
| Calamos Wealth Management LLC | 2,504 | $487k | Jun 30, 2019 | Aug 7, 2019 | |
| Wiley Bros-Aintree Capital LLC | 2,418 | $470k | Jun 30, 2019 | Jul 10, 2019 | |
| Mcrae Capital Management Inc | 2,407 | $468k | Jun 30, 2019 | Jul 29, 2019 | |
| Altavista Wealth Management Inc | 2,337 | $454k | Jun 30, 2019 | Aug 13, 2019 | |
| Conservest Capital Advisors Inc | 2,309 | $449k | Jun 30, 2019 | Jul 10, 2019 | |
| Lejeune Puetz Investment Counsel | 2,230 | $433k | Jun 30, 2019 | Jul 29, 2019 | |
| Lexaurum Advisors LLC | 2,204 | $428k | Jun 30, 2019 | Jul 19, 2019 | |
| Arlington Partners LLC | 2,140 | $416k | Jun 30, 2019 | Jul 10, 2019 | |
| Whitnell & Co | 2,129 | $414k | Jun 30, 2019 | Jul 16, 2019 | |
| JMG Financial Group Ltd | 2,120 | $412k | Jun 30, 2019 | Aug 2, 2019 | |
| Breiter Capital Management Inc | 2,104 | $409k | Jun 30, 2019 | Aug 23, 2019 | |
| Terril Brothers Inc | 2,052 | $399k | Jun 30, 2019 | Aug 5, 2019 | |
| Capwealth Advisors LLC | 2,048 | $398k | Jun 30, 2019 | Aug 13, 2019 | |
| Dimension Capital Management LLC | 2,010 | $390k | Jun 30, 2019 | Aug 12, 2019 | |
| Barrett Asset Management LLC | 2,000 | $389k | Jun 30, 2019 | Aug 5, 2019 | |
| Sunbelt Securities Inc | 1,901 | $369k | Jun 30, 2019 | Aug 1, 2019 | |
| Lourd Capital LLC | 1,898 | $369k | Jun 30, 2019 | Jul 11, 2019 | |
| Peak Asset Management LLC | 1,892 | $368k | Jun 30, 2019 | Aug 15, 2019 | |
| Mirador Capital Partners LP | 1,890 | $367k | Jun 30, 2019 | Aug 6, 2019 | |
| Newport Wealth Strategies Inc | 1,885 | $365k | Jun 30, 2019 | Jul 22, 2019 | |
| Summit Asset Management LLC | 1,863 | $362k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Enhancement Advisory Services LLC | 1,834 | $362k | Jun 30, 2019 | Aug 2, 2019 | |
| SFMG LLC | 1,764 | $350k | Jun 30, 2019 | Aug 5, 2019 | |
| Gainplan LLC | 1,756 | $341k | Jun 30, 2019 | Aug 7, 2019 | |
| Confluence Wealth Management LLC | 1,724 | $335k | Jun 30, 2019 | Aug 9, 2019 | |
| Meridian Investment Counsel Inc | 1,680 | $326k | Jun 30, 2019 | Aug 13, 2019 | |
| Waters Parkerson & Co LLC | 1,673 | $325k | Jun 30, 2019 | Aug 6, 2019 | |
| Northstar Wealth Partners LLC | 1,636 | $318k | Jun 30, 2019 | Aug 15, 2019 | |
| Jordan Park Group LLC | 1,630 | $317k | Jun 30, 2019 | Jul 22, 2019 | |
| ALL Terrain Financial Advisors LLC | 1,612 | $313k | Jun 30, 2019 | Aug 14, 2019 | |
| Family Legacy Inc | 1,599 | $311k | Jun 30, 2019 | Jul 25, 2019 | |
| Altfest L J & Co Inc | 1,565 | $304k | Jun 30, 2019 | Jul 15, 2019 | |
| ELM Advisors LLC | 1,519 | $295k | Jun 30, 2019 | Jul 3, 2019 | |
| Planning Directions Inc | 1,470 | $285k | Jun 30, 2019 | Jul 15, 2019 | |
| Intercontinental Wealth Advisors LLC | 1,450 | $282k | Jun 30, 2019 | Aug 2, 2019 | |
| Segment Wealth Management LLC | 1,435 | $279k | Jun 30, 2019 | Jul 29, 2019 | |
| Gradient Capital Advisors LLC | 1,437 | $279k | Jun 30, 2019 | Jul 16, 2019 | |
| Andesa Financial Management Inc | 1,428 | $278k | Jun 30, 2019 | Jul 30, 2019 | |
| LLBH Private Wealth Management LLC | 1,385 | $269k | Jun 30, 2019 | Aug 13, 2019 | |
| Haverford Financial Services Inc | 1,365 | $265k | Jun 30, 2019 | Aug 13, 2019 | |
| Janney Capital Management LLC | 1,358 | $264k | Jun 30, 2019 | Jul 29, 2019 | |
| Beacon Investment Advisory Services Inc | 1,327 | $258k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Partners LLC | 1,323 | $257k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 1,323 | $257k | Jun 30, 2019 | Aug 6, 2019 | |
| REDW Stanley Financial Advisors LLC | 1,292 | $251k | Jun 30, 2019 | Aug 9, 2019 | |
| Ridgewood Investments LLC | 1,292 | $251k | Jun 30, 2019 | Jul 12, 2019 | |
| Newfocus Financial Group LLC | 1,285 | $250k | Jun 30, 2019 | Jul 23, 2019 | |
| Huber Financial Advisors LLC | 1,210 | $235k | Jun 30, 2019 | Aug 5, 2019 | |
| The Jentner Corporation | 1,180 | $229k | Jun 30, 2019 | Jul 16, 2019 | |
| Buckhead Capital Management LLC | 1,180 | $229k | Jun 30, 2019 | Aug 1, 2019 | |
| Barber Financial Group | 1,175 | $228k | Jun 30, 2019 | Aug 9, 2019 | |
| BRAY Capital Advisors LLC | 1,168 | $227k | Jun 30, 2019 | Jul 29, 2019 | |
| JRM Investment Counsel LLC | 1,141 | $222k | Jun 30, 2019 | Aug 6, 2019 | |
| New Potomac Partners LLC | 1,143 | $222k | Jun 30, 2019 | Jul 26, 2019 | |
| Vishria BIRD Financial Group LLC | 1,145 | $222k | Jun 30, 2019 | Jul 15, 2019 | |
| Cornerstone Advisory LLC | 1,125 | $219k | Jun 30, 2019 | Aug 8, 2019 | |
| Good Harbor Financial LLC | 1,583 | $216k | Sep 30, 2015 | Nov 13, 2015 | |
| Interocean Capital LLC | 1,090 | $212k | Jun 30, 2019 | Aug 13, 2019 | |
| Harborview Advisors LLC | 1,093 | $212k | Jun 30, 2019 | Aug 7, 2019 | |
| Carlson Capital Management LLC | 1,079 | $210k | Jun 30, 2019 | Jul 15, 2019 | |
| North American Management Corp | 1,070 | $208k | Jun 30, 2019 | Jul 30, 2019 | |
| Willow Creek Wealth Management Inc | 1,068 | $208k | Jun 30, 2019 | Jul 22, 2019 | |
| Hall Capital Management Company Inc | 1,063 | $206k | Jun 30, 2019 | Aug 14, 2019 | |
| Dividend Assets Capital LLC | 752 | $146k | Jun 30, 2019 | Jul 12, 2019 | |
| The RICE Partnership LLC | 480 | $93k | Jun 30, 2019 | Jul 25, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 449 | $87k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Advantage Inc | 444 | $86k | Jun 30, 2019 | Jul 23, 2019 | |
| Wealthstreet Investment Advisors LLC | 345 | $67k | Jun 30, 2019 | Jul 16, 2019 | |
| Stearns Financial Services Group Inc | 237 | $46k | Jun 30, 2019 | Aug 14, 2019 | |
| Wakefield Asset Management LLLP | 234 | $45k | Jun 30, 2019 | Aug 13, 2019 | |
| Stewardship Financial Advisors LLC | 222 | $43k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 222 | $43k | Jun 30, 2019 | Aug 12, 2019 | |
| Transamerica Financial Advisors Inc | 214 | $42k | Jun 30, 2019 | Aug 21, 2019 | |
| Peninsula Asset Management Inc | 200 | $39k | Jun 30, 2019 | Aug 15, 2019 | |
| West Oak Capital LLC | 200 | $39k | Jun 30, 2019 | Jul 12, 2019 | |
| Capital Investment Counsel Inc | 186 | $36k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 186 | $36k | Jun 30, 2019 | Jul 26, 2019 | |
| Litman Gregory Asset Management LLC | 104 | $20k | Jun 30, 2019 | Jul 31, 2019 | |
| First Manhattan Co | 79 | $15k | Jun 30, 2019 | Aug 16, 2019 | |
| Larson Financial Group LLC | 72 | $14k | Jun 30, 2019 | Jul 16, 2019 | |
| Colonial Trust Advisors Inc | 17 | $3k | Jun 30, 2019 | Aug 21, 2019 |