PEPSICO INC
(713448108)
Fondos que reportan tenencias de PEPSICO 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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 106,017 | $13,902,009k | Jun 30, 2019 | Aug 6, 2019 | |
| Cantab Capital Partners LLP | 14,645 | $1,632,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Magellan Asset Management Limited | 8,221,813 | $1,078,126k | Jun 30, 2019 | Aug 13, 2019 | |
| Yacktman Asset Management LP | 6,681,723 | $876,174k | Jun 30, 2019 | Aug 2, 2019 | |
| Laffer Investments Inc | 5,739 | $752,555k | Jun 30, 2019 | Aug 15, 2019 | |
| Retirement Income Solutions Inc | 4,770 | $625,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Alphasimplex Group LLC | 4,594 | $602,411k | Jun 30, 2019 | Aug 14, 2019 | |
| Jensen Investment Management Inc | 4,457,400 | $584,499k | Jun 30, 2019 | Aug 2, 2019 | |
| Sanders Capital LLC | 3,278,487 | $481,824k | Jun 30, 2019 | Jul 23, 2019 | |
| Vontobel Asset Management Inc | 2,213,098 | $299,225k | Jun 30, 2019 | Aug 14, 2019 | |
| Burgundy Asset Management Ltd | 2,272,511 | $297,994k | Jun 30, 2019 | Aug 14, 2019 | |
| Diamond Hill Capital Management Inc | 1,950,022 | $255,706k | Jun 30, 2019 | Aug 1, 2019 | |
| Acadian Asset Management LLC | 1,425,165 | $186,882k | Jun 30, 2019 | Aug 8, 2019 | |
| Mawer Investment Management Ltd | 1,344,357 | $176,309k | Jun 30, 2019 | Aug 6, 2019 | |
| Santa Barbara Asset Management LLC | 1,436,853 | $176,086k | Mar 31, 2019 | May 14, 2019 | |
| Focused Investors LLC | 823,000 | $107,920k | Jun 30, 2019 | Jul 16, 2019 | |
| Gabelli Funds LLC | 693,900 | $90,991k | Jun 30, 2019 | Aug 2, 2019 | |
| Investec Asset Management Limited | 674,737 | $88,478k | Jun 30, 2019 | Jul 30, 2019 | |
| Equity Investment Corporation | 615,436 | $80,702k | Jun 30, 2019 | Aug 5, 2019 | |
| MAR Vista Investment Partners LLC | 586,363 | $76,890k | Jun 30, 2019 | Aug 13, 2019 | |
| AMI Asset Management Corp | 473,694 | $62,116k | Jun 30, 2019 | Aug 5, 2019 | |
| 1919 Investment Counsel LLC | 633,876 | $59,008k | Sep 30, 2014 | Nov 14, 2014 | |
| River ROAD Asset Management LLC | 364,190 | $47,756k | Jun 30, 2019 | Aug 12, 2019 | |
| Cohen Klingenstein LLC | 353,011 | $46,290k | Jun 30, 2019 | Jul 15, 2019 | |
| Perkins Investment Management LLC | 403,460 | $45,131k | Mar 31, 2017 | May 15, 2017 | |
| Marathon Asset Management LLP | 331,985 | $43,530k | Jun 30, 2019 | Jul 15, 2019 | |
| Tocqueville Asset Management LP | 307,970 | $40,384k | Jun 30, 2019 | Jul 31, 2019 | |
| Clarkston Capital Partners LLC | 302,466 | $39,662k | Jun 30, 2019 | Jul 24, 2019 | |
| Saratoga Research & Investment Management | 292,868 | $38,404k | Jun 30, 2019 | Jul 24, 2019 | |
| QS Investors LLC | 288,220 | $37,795k | Jun 30, 2019 | Aug 14, 2019 | |
| LGT Capital Partners USA Inc | 269,453 | $35,333k | Jun 30, 2019 | Jul 10, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 261,392 | $34,276k | Jun 30, 2019 | Aug 12, 2019 | |
| Corda Investment Management LLC | 247,770 | $32,490k | Jun 30, 2019 | Aug 9, 2019 | |
| Payden & Rygel | 243,600 | $31,943k | Jun 30, 2019 | Aug 6, 2019 | |
| Willis Investment Counsel Inc | 239,133 | $31,358k | Jun 30, 2019 | Aug 14, 2019 | |
| Interocean Capital LLC | 235,816 | $30,923k | Jun 30, 2019 | Aug 13, 2019 | |
| Madison Investment Holdings Inc | 231,768 | $30,392k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 224,394 | $29,425k | Jun 30, 2019 | Aug 12, 2019 | |
| Gillespie Robinson & Grimm Inc | 223,759 | $29,342k | Jun 30, 2019 | Jul 22, 2019 | |
| Stack Financial Management Inc | 208,549 | $27,347k | Jun 30, 2019 | Jul 30, 2019 | |
| Waters Parkerson & Co LLC | 206,207 | $27,040k | Jun 30, 2019 | Aug 6, 2019 | |
| Crestwood Advisors Group LLC | 204,194 | $26,776k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Inc | 198,638 | $26,047k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 198,638 | $26,047k | Jun 30, 2019 | Aug 14, 2019 | |
| Argent Capital Management LLC | 190,468 | $24,976k | Jun 30, 2019 | Aug 15, 2019 | |
| Montrusco Bolton Investments Inc | 172,429 | $22,611k | Jun 30, 2019 | Aug 5, 2019 | |
| Davidson Investment Advisors Inc | 167,108 | $21,913k | Jun 30, 2019 | Aug 13, 2019 | |
| North American Management Corp | 167,019 | $21,901k | Jun 30, 2019 | Jul 30, 2019 | |
| YCG LLC | 158,199 | $20,770k | Jun 30, 2019 | Jul 23, 2019 | |
| Janney Capital Management LLC | 152,156 | $19,952k | Jun 30, 2019 | Jul 29, 2019 | |
| Douglas Lane & Associates LLC | 143,440 | $18,809k | Jun 30, 2019 | Jul 8, 2019 | |
| First Manhattan Co | 138,441 | $18,153k | Jun 30, 2019 | Aug 16, 2019 | |
| Abner Herrman & Brock LLC | 135,167 | $17,724k | Jun 30, 2019 | Jul 19, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 132,512 | $17,376k | Jun 30, 2019 | Jul 22, 2019 | |
| Churchill Management Corp | 128,492 | $16,849k | Jun 30, 2019 | Jul 10, 2019 | |
| BTR Capital Management Inc | 127,522 | $16,722k | Jun 30, 2019 | Jul 18, 2019 | |
| Front Barnett Associates LLC | 122,155 | $16,018k | Jun 30, 2019 | Aug 6, 2019 | |
| Quest Investment Management LLC | 121,475 | $15,929k | Jun 30, 2019 | Aug 13, 2019 | |
| Dupont Capital Management Corp | 121,241 | $15,898k | Jun 30, 2019 | Jul 30, 2019 | |
| S & Co Inc | 121,047 | $15,873k | Jun 30, 2019 | Jul 23, 2019 | |
| Adams Diversified Equity Fund Inc | 118,700 | $15,565k | Jun 30, 2019 | Jul 29, 2019 | |
| Auxier Asset Management LLC | 109,908 | $14,412k | Jun 30, 2019 | Aug 15, 2019 | |
| CCM Investment Advisers LLC | 107,502 | $14,096k | Jun 30, 2019 | Aug 5, 2019 | |
| Vestor Capital LLC | 107,087 | $14,042k | Jun 30, 2019 | Aug 6, 2019 | |
| Harvey Investment Company LLC | 104,992 | $13,768k | Jun 30, 2019 | Jul 16, 2019 | |
| LOWE Brockenbrough & Company Inc | 104,964 | $13,764k | Jun 30, 2019 | Aug 12, 2019 | |
| Taurus Asset Management LLC | 103,978 | $13,635k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisors LLC | 110,000 | $13,481k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 110,000 | $13,481k | Mar 31, 2019 | May 13, 2019 | |
| Parthenon LLC | 102,342 | $13,420k | Jun 30, 2019 | Jul 29, 2019 | |
| Birch Hill Investment Advisors LLC | 101,255 | $13,278k | Jun 30, 2019 | Jul 22, 2019 | |
| Woodstock Corporation | 100,630 | $13,196k | Jun 30, 2019 | Jul 3, 2019 | |
| Founders Capital Management Inc | 100,051 | $13,120k | Jun 30, 2019 | Jul 11, 2019 | |
| Founders Capital Management LLC | 100,051 | $13,120k | Jun 30, 2019 | Jul 11, 2019 | |
| 683 Capital Management LLC | 100,000 | $13,113k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Haverford Financial Services Inc | 96,442 | $12,646k | Jun 30, 2019 | Aug 13, 2019 | |
| Marble Harbor Investment Counsel LLC | 95,504 | $12,523k | Jun 30, 2019 | Aug 7, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 94,104 | $12,340k | Jun 30, 2019 | Aug 9, 2019 | |
| Guardian Capital Advisors LP | 90,380 | $12,110k | Jun 30, 2019 | Aug 14, 2019 | |
| Benin Management Corp | 89,757 | $11,770k | Jun 30, 2019 | Jul 31, 2019 | |
| Badgley Phelps and Bell Inc | 89,520 | $11,739k | Jun 30, 2019 | Jul 30, 2019 | |
| Callahan Advisors LLC | 89,477 | $11,733k | Jun 30, 2019 | Jul 17, 2019 | |
| Violich Capital Management | 89,471 | $11,732k | Jun 30, 2019 | Jul 22, 2019 | |
| Appleton Partners Inc | 87,637 | $11,492k | Jun 30, 2019 | Jul 25, 2019 | |
| Decatur Capital Management Inc | 86,641 | $11,361k | Jun 30, 2019 | Jul 24, 2019 | |
| Sentry Investment Management LLC | 86,239 | $11,309k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 86,239 | $11,309k | Jun 30, 2019 | Aug 12, 2019 | |
| Beese Fulmer Investment Management Inc | 83,867 | $10,997k | Jun 30, 2019 | Jul 5, 2019 | |
| Guardian Capital LP | 82,454 | $10,812k | Jun 30, 2019 | Aug 14, 2019 | |
| Osborne Partners Capital Management LLC | 80,816 | $10,597k | Jun 30, 2019 | Jul 18, 2019 | |
| Gabalex Capital Management LLC | 80,000 | $10,490k | Jun 30, 2019 | Aug 1, 2019 | |
| Dillon & Associates Inc | 79,859 | $10,462k | Jun 30, 2019 | Jul 22, 2019 | |
| Carret Asset Management LLC | 78,497 | $10,293k | Jun 30, 2019 | Aug 12, 2019 | |
| Capwealth Advisors LLC | 78,399 | $10,280k | Jun 30, 2019 | Aug 13, 2019 | |
| Meristem Family Wealth LLC | 77,301 | $10,136k | Jun 30, 2019 | Aug 6, 2019 | |
| Peak Asset Management LLC | 74,363 | $9,751k | Jun 30, 2019 | Aug 15, 2019 | |
| SVA Plumb Wealth Management LLC | 73,926 | $9,694k | Jun 30, 2019 | Aug 13, 2019 | |
| Cutler Investment Counsel LLC | 73,095 | $9,585k | Jun 30, 2019 | Aug 5, 2019 | |
| Crossvault Capital Management LLC | 72,417 | $9,496k | Jun 30, 2019 | Jul 19, 2019 | |
| SKBA Capital Management LLC | 70,840 | $9,289k | Jun 30, 2019 | Aug 12, 2019 | |
| Ramsay Stattman VELA & Price Inc | 70,534 | $9,249k | Jun 30, 2019 | Aug 9, 2019 | |
| Bislett Management LLC | 70,000 | $9,179k | Jun 30, 2019 | Aug 6, 2019 | |
| Wilkins Investment Counsel Inc | 68,357 | $8,964k | Jun 30, 2019 | Aug 9, 2019 | |
| The Burney Company | 67,971 | $8,913k | Jun 30, 2019 | Aug 12, 2019 | |
| Hennessy Advisors Inc | 67,500 | $8,851k | Jun 30, 2019 | Jul 11, 2019 | |
| Grand JEAN Capital Management Inc | 66,263 | $8,689k | Jun 30, 2019 | Aug 13, 2019 | |
| Wallington Asset Management LLC | 65,811 | $8,630k | Jun 30, 2019 | Aug 13, 2019 | |
| Bowie Capital Management LLC | 65,700 | $8,615k | Jun 30, 2019 | Aug 9, 2019 | |
| Hutner Capital Management Inc | 65,307 | $8,564k | Jun 30, 2019 | Aug 7, 2019 | |
| Wendell David Associates Inc | 64,228 | $8,422k | Jun 30, 2019 | Jul 16, 2019 | |
| Flippin Bruce & Porter Inc | 63,272 | $8,297k | Jun 30, 2019 | Aug 6, 2019 | |
| DAVY Asset Management Limited | 62,905 | $8,249k | Jun 30, 2019 | Jul 19, 2019 | |
| Howland Capital Management LLC | 62,306 | $8,170k | Jun 30, 2019 | Jul 17, 2019 | |
| Bernzott Capital Advisors | 61,235 | $8,030k | Jun 30, 2019 | Aug 12, 2019 | |
| Hendershot Investments Inc | 60,709 | $7,961k | Jun 30, 2019 | Jul 31, 2019 | |
| Sather Financial Group Inc | 56,688 | $7,433k | Jun 30, 2019 | Jul 23, 2019 | |
| Abbrea Capital LLC | 56,186 | $7,368k | Jun 30, 2019 | Jul 31, 2019 | |
| Mccollum Christoferson Group LLC | 56,052 | $7,350k | Jun 30, 2019 | Jul 11, 2019 | |
| Buckhead Capital Management LLC | 54,889 | $7,198k | Jun 30, 2019 | Aug 1, 2019 | |
| The Investment House LLC | 54,707 | $7,174k | Jun 30, 2019 | Aug 5, 2019 | |
| Bowen Hanes & Co Inc | 54,410 | $7,135k | Jun 30, 2019 | Aug 13, 2019 | |
| Grassi Investment Management LLC | 53,200 | $6,976k | Jun 30, 2019 | Jul 10, 2019 | |
| Private Asset Management Inc | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 52,752 | $6,917k | Jun 30, 2019 | Aug 14, 2019 | |
| Keystone Financial Planning Inc | 52,374 | $6,868k | Jun 30, 2019 | Aug 5, 2019 | |
| Middleton & Company Inc | 50,366 | $6,604k | Jun 30, 2019 | Jul 25, 2019 | |
| Altavista Wealth Management Inc | 49,977 | $6,553k | Jun 30, 2019 | Aug 13, 2019 | |
| Point72 Asset Management LP | 49,846 | $6,536k | Jun 30, 2019 | Aug 14, 2019 | |
| Cobiz Wealth LLC | 49,533 | $6,495k | Jun 30, 2019 | Jul 8, 2019 | |
| Mastrapasqua Asset Management Inc | 48,538 | $6,365k | Jun 30, 2019 | Aug 12, 2019 | |
| Pacific Global Investment Management Co | 47,986 | $6,292k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Financial Services Inc | 47,675 | $6,252k | Jun 30, 2019 | Aug 13, 2019 | |
| Fulcrum Capital LLC | 46,898 | $6,150k | Jun 30, 2019 | Jul 29, 2019 | |
| Matthew GOFF Investment Advisor LLC | 46,139 | $6,050k | Jun 30, 2019 | Aug 5, 2019 | |
| Hunter Associates Investment Management LLC | 44,647 | $5,855k | Jun 30, 2019 | Aug 8, 2019 | |
| New England Asset Management Inc | 43,706 | $5,731k | Jun 30, 2019 | Aug 14, 2019 | |
| OFI Advisors LLC | 60,579 | $5,713k | Sep 30, 2015 | Nov 16, 2015 | |
| Bronfman EL Rothschild LP | 42,973 | $5,635k | Jun 30, 2019 | Aug 12, 2019 | |
| Tufton Capital Management LLC | 42,468 | $5,568k | Jun 30, 2019 | Jul 26, 2019 | |
| Smith Salley & Associates LLC | 42,112 | $5,522k | Jun 30, 2019 | Jul 12, 2019 | |
| ARS Investment Partners LLC | 41,215 | $5,405k | Jun 30, 2019 | Aug 12, 2019 | |
| Stokes & Hubbell Capital Management LLC | 43,507 | $5,332k | Mar 31, 2019 | Apr 24, 2019 | |
| Garland Capital Management Inc | 39,247 | $5,146k | Jun 30, 2019 | Jul 24, 2019 | |
| Keating Investment Counselors Inc | 39,244 | $5,146k | Jun 30, 2019 | Aug 1, 2019 | |
| Altfest L J & Co Inc | 38,830 | $5,092k | Jun 30, 2019 | Jul 15, 2019 | |
| GHP Investment Advisors Inc | 38,591 | $5,060k | Jun 30, 2019 | Aug 2, 2019 | |
| Dorchester Wealth Management Company | 38,479 | $5,046k | Jun 30, 2019 | Jul 19, 2019 | |
| Ancora Family Wealth Advisors LLC | 46,225 | $5,028k | Sep 30, 2016 | Nov 4, 2016 | |
| Aristotle Capital Management LLC | 38,207 | $5,010k | Jun 30, 2019 | Aug 14, 2019 | |
| Altrinsic Global Advisors LLC | 37,848 | $4,963k | Jun 30, 2019 | Aug 14, 2019 | |
| van Strum & Towne Inc | 37,727 | $4,947k | Jun 30, 2019 | Aug 12, 2019 | |
| Boston Research and Management Inc | 37,658 | $4,938k | Jun 30, 2019 | Aug 7, 2019 | |
| Cambria Investment Management LP | 36,272 | $4,756k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 35,458 | $4,650k | Jun 30, 2019 | Jul 15, 2019 | |
| DEAN Investment Associates LLC | 34,969 | $4,586k | Jun 30, 2019 | Aug 14, 2019 | |
| Spearhead Capital Advisors LLC | 34,812 | $4,565k | Jun 30, 2019 | Jul 17, 2019 | |
| Woodmont Investment Counsel LLC | 34,729 | $4,554k | Jun 30, 2019 | Aug 14, 2019 | |
| Argus Investors' Counsel Inc | 34,481 | $4,521k | Jun 30, 2019 | Jul 10, 2019 | |
| Tuttle Tactical Management LLC | 34,326 | $4,501k | Jun 30, 2019 | Jul 29, 2019 | |
| Telos Capital Management Inc | 34,201 | $4,485k | Jun 30, 2019 | Jul 19, 2019 | |
| Alley Company LLC | 33,932 | $4,450k | Jun 30, 2019 | Jul 30, 2019 | |
| Exchange Capital Management Inc | 33,376 | $4,377k | Jun 30, 2019 | Jul 22, 2019 | |
| Mengis Capital Management Inc | 33,275 | $4,363k | Jun 30, 2019 | Jul 18, 2019 | |
| Allied Investment Advisors LLC | 32,791 | $4,300k | Jun 30, 2019 | Jul 17, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 31,990 | $4,194k | Jun 30, 2019 | Aug 9, 2019 | |
| Grandfield & DODD LLC | 31,880 | $4,180k | Jun 30, 2019 | Jul 29, 2019 | |
| Riverbridge Partners LLC | 31,709 | $4,158k | Jun 30, 2019 | Jul 10, 2019 | |
| Valicenti Advisory Services Inc | 31,526 | $4,134k | Jun 30, 2019 | Jul 17, 2019 | |
| KMS Financial Services Inc | 44,156 | $4,111k | Sep 30, 2014 | Nov 17, 2014 | |
| Hall Capital Management Company Inc | 30,473 | $3,996k | Jun 30, 2019 | Aug 14, 2019 | |
| Mendel Money Management Inc | 30,325 | $3,977k | Jun 30, 2019 | Aug 8, 2019 | |
| Northwest Investment Counselors LLC | 30,228 | $3,964k | Jun 30, 2019 | Jul 25, 2019 | |
| Cohen Capital Management Inc | 30,000 | $3,934k | Jun 30, 2019 | Aug 7, 2019 | |
| The Bollard Group LLC | 29,807 | $3,909k | Jun 30, 2019 | Aug 13, 2019 | |
| Plancorp LLC | 29,798 | $3,907k | Jun 30, 2019 | Aug 13, 2019 | |
| Addenda Capital Inc | 29,799 | $3,907k | Jun 30, 2019 | Jul 12, 2019 | |
| American Money Management LLC | 29,649 | $3,888k | Jun 30, 2019 | Aug 12, 2019 | |
| LONG ROAD Investment Counsel LLC | 29,600 | $3,881k | Jun 30, 2019 | Aug 9, 2019 | |
| Thompson Investment Management Inc | 29,518 | $3,871k | Jun 30, 2019 | Aug 7, 2019 | |
| Viking Fund Management LLC | 29,500 | $3,868k | Jun 30, 2019 | Jul 16, 2019 | |
| Curbstone Financial Management Corporation | 29,436 | $3,860k | Jun 30, 2019 | Jul 9, 2019 | |
| Mckinley Carter Wealth Services Inc | 29,388 | $3,854k | Jun 30, 2019 | Aug 2, 2019 | |
| Boston Common Asset Management LLC | 29,098 | $3,816k | Jun 30, 2019 | Jul 26, 2019 | |
| The Mathes Company Inc | 28,645 | $3,756k | Jun 30, 2019 | Jul 29, 2019 | |
| Keeler Thomas Management LLC | 27,771 | $3,641k | Jun 30, 2019 | Jul 31, 2019 | |
| Baugh & Associates LLC | 27,313 | $3,582k | Jun 30, 2019 | Jul 23, 2019 | |
| Chatham Capital Group Inc | 27,301 | $3,580k | Jun 30, 2019 | Jul 24, 2019 | |
| Cheviot Value Management LLC | 27,046 | $3,546k | Jun 30, 2019 | Aug 14, 2019 | |
| Whitnell & Co | 26,954 | $3,534k | Jun 30, 2019 | Jul 16, 2019 | |
| LVW Advisors LLC | 26,404 | $3,462k | Jun 30, 2019 | Aug 14, 2019 | |
| Gardner Russo & Gardner LLC | 26,276 | $3,446k | Jun 30, 2019 | Aug 13, 2019 | |
| Ipswich Investment Management Company Inc | 26,263 | $3,444k | Jun 30, 2019 | Jul 11, 2019 | |
| Greystone Managed Investments Inc | 26,191 | $3,434k | Jun 30, 2019 | Jul 23, 2019 | |
| Tower VIEW Investment Management & Research LLC | 26,030 | $3,413k | Jun 30, 2019 | Jul 17, 2019 | |
| Harbour Capital Advisors LLC | 25,916 | $3,398k | Jun 30, 2019 | Jul 10, 2019 | |
| Edgewood Management LLC | 25,699 | $3,370k | Jun 30, 2019 | Aug 12, 2019 | |
| Stearns Financial Services Group Inc | 25,682 | $3,368k | Jun 30, 2019 | Aug 14, 2019 | |
| Bruderman Asset Management LLC | 25,566 | $3,353k | Jun 30, 2019 | Aug 12, 2019 | |
| Brookmont Capital Management LLC | 25,312 | $3,319k | Jun 30, 2019 | Jul 18, 2019 | |
| Triangle Securities Wealth Management | 24,893 | $3,300k | Jun 30, 2019 | Jul 10, 2019 | |
| Marietta Investment Partners LLC | 25,037 | $3,283k | Jun 30, 2019 | Aug 13, 2019 | |
| Biltmore Family Office LLC | 25,019 | $3,281k | Jun 30, 2019 | Jul 31, 2019 | |
| Searle & Co | 24,850 | $3,259k | Jun 30, 2019 | Jul 17, 2019 | |
| Benson Investment Management Company Inc | 24,365 | $3,195k | Jun 30, 2019 | Jul 11, 2019 | |
| The Rikoon Group LLC | 24,247 | $3,180k | Jun 30, 2019 | Aug 6, 2019 | |
| AULL & Monroe Investment Management Corp | 24,218 | $3,176k | Jun 30, 2019 | Jul 29, 2019 | |
| Lombard Odier Transatlantic Limited | 28,885 | $3,144k | Sep 30, 2016 | Nov 14, 2016 | |
| Stokes Capital Advisors LLC | 23,867 | $3,130k | Jun 30, 2019 | Jul 15, 2019 | |
| Hedeker Wealth LLC | 23,703 | $3,108k | Jun 30, 2019 | Jul 26, 2019 | |
| Chilton Capital Management LLC | 23,090 | $3,028k | Jun 30, 2019 | Aug 13, 2019 | |
| Sawtooth Solutions LLC | 23,029 | $3,020k | Jun 30, 2019 | Aug 8, 2019 | |
| Schulhoff & Co Inc | 22,898 | $3,002k | Jun 30, 2019 | Aug 7, 2019 | |
| Investment Counsel Inc | 22,439 | $3,002k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 22,439 | $3,002k | Jun 30, 2019 | Jul 29, 2019 | |
| Clean Yield Group Inc | 22,420 | $2,940k | Jun 30, 2019 | Jul 22, 2019 | |
| Poehling Capital Management Inc | 22,246 | $2,917k | Jun 30, 2019 | Aug 9, 2019 | |
| Evermay Wealth Management LLC | 22,237 | $2,916k | Jun 30, 2019 | Jul 23, 2019 | |
| Marietta Wealth Management LLC | 22,145 | $2,904k | Jun 30, 2019 | Aug 14, 2019 | |
| Chesapeake Asset Management LLC | 22,132 | $2,902k | Jun 30, 2019 | Aug 6, 2019 | |
| 10-15 Associates Inc | 22,071 | $2,894k | Jun 30, 2019 | Aug 12, 2019 | |
| Harbor Advisory Corporation | 21,855 | $2,866k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 21,855 | $2,866k | Jun 30, 2019 | Jul 30, 2019 | |
| Independent Investors Inc | 21,740 | $2,850k | Jun 30, 2019 | Jul 18, 2019 | |
| Charles Schwab Investment Advisory Inc | 21,650 | $2,839k | Jun 30, 2019 | Aug 12, 2019 | |
| The Northstar Group Inc | 21,543 | $2,820k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 21,543 | $2,820k | Jun 30, 2019 | Jul 12, 2019 | |
| Torch Wealth Management LLC | 21,162 | $2,775k | Jun 30, 2019 | Aug 2, 2019 | |
| Shoker Investment Counsel Inc | 21,056 | $2,761k | Jun 30, 2019 | Aug 9, 2019 | |
| Cottage Street Advisors LLC | 20,880 | $2,738k | Jun 30, 2019 | Aug 2, 2019 | |
| Wheatland Advisors Inc | 20,874 | $2,737k | Jun 30, 2019 | Aug 7, 2019 | |
| ALTA Capital Management LLC | 20,564 | $2,696k | Jun 30, 2019 | Jul 26, 2019 | |
| Hendley & Co Inc | 20,548 | $2,694k | Jun 30, 2019 | Aug 8, 2019 | |
| FFCM LLC | 20,496 | $2,688k | Jun 30, 2019 | Jul 30, 2019 | |
| Shakespeare Wealth Management Inc | 20,301 | $2,662k | Jun 30, 2019 | Aug 12, 2019 | |
| Hengehold Capital Management LLC | 20,290 | $2,661k | Jun 30, 2019 | Jul 23, 2019 | |
| Gratus Capital LLC | 20,226 | $2,652k | Jun 30, 2019 | Aug 7, 2019 | |
| Dividend Assets Capital LLC | 20,112 | $2,637k | Jun 30, 2019 | Jul 12, 2019 | |
| Cfo4Life Group LLC | 20,027 | $2,626k | Jun 30, 2019 | Jul 29, 2019 | |
| Legacy Capital Partners Inc | 19,788 | $2,595k | Jun 30, 2019 | Jul 16, 2019 | |
| Oarsman Capital Inc | 19,503 | $2,557k | Jun 30, 2019 | Aug 13, 2019 | |
| GFS Advisors LLC | 19,290 | $2,529k | Jun 30, 2019 | Aug 1, 2019 | |
| Westover Capital Advisors LLC | 19,188 | $2,516k | Jun 30, 2019 | Aug 13, 2019 | |
| Spears Abacus Advisors LLC | 18,539 | $2,431k | Jun 30, 2019 | Aug 9, 2019 | |
| Schafer Cullen Capital Management Inc | 17,580 | $2,343k | Jun 30, 2019 | Jul 30, 2019 | |
| Rodgers Brothers Inc | 17,659 | $2,316k | Jun 30, 2019 | Aug 14, 2019 | |
| Mitchell Capital Management Co | 17,594 | $2,307k | Jun 30, 2019 | Jul 24, 2019 | |
| F3Logic LLC | 17,355 | $2,299k | Jun 30, 2019 | Aug 2, 2019 | |
| Stewardship Financial Advisors LLC | 17,492 | $2,294k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 17,492 | $2,294k | Jun 30, 2019 | Aug 12, 2019 | |
| Excalibur Management Corp | 17,420 | $2,284k | Jun 30, 2019 | Jul 26, 2019 | |
| LLBH Private Wealth Management LLC | 17,168 | $2,251k | Jun 30, 2019 | Aug 13, 2019 | |
| Newfocus Financial Group LLC | 17,125 | $2,246k | Jun 30, 2019 | Jul 23, 2019 | |
| Murphy Pohlad Asset Management LLC | 17,118 | $2,244k | Jun 30, 2019 | Aug 6, 2019 | |
| Cypress Capital Management LLC | 17,100 | $2,242k | Jun 30, 2019 | Aug 5, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 17,021 | $2,232k | Jun 30, 2019 | Aug 14, 2019 | |
| Advanced Asset Management Advisors Inc | 16,858 | $2,211k | Jun 30, 2019 | Aug 2, 2019 | |
| Northstar Asset Management Inc | 16,804 | $2,204k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 16,804 | $2,204k | Jun 30, 2019 | Jul 16, 2019 | |
| Nicholas Hoffman & Company LLC | 16,749 | $2,196k | Jun 30, 2019 | Aug 12, 2019 | |
| Providence Wealth Advisors LLC | 16,567 | $2,192k | Jun 30, 2019 | Jul 22, 2019 | |
| Dumont & Blake Investment Advisors LLC | 16,415 | $2,152k | Jun 30, 2019 | Aug 1, 2019 | |
| Calamos Wealth Management LLC | 16,205 | $2,125k | Jun 30, 2019 | Aug 7, 2019 | |
| DUFF & Phelps Investment Management Co | 15,430 | $2,023k | Jun 30, 2019 | Aug 2, 2019 | |
| RNC Capital Management LLC | 15,340 | $2,012k | Jun 30, 2019 | Jul 25, 2019 | |
| Liberty Capital Management Inc | 15,205 | $1,994k | Jun 30, 2019 | Jul 15, 2019 | |
| West Oak Capital LLC | 15,155 | $1,987k | Jun 30, 2019 | Jul 12, 2019 | |
| Stillwater Investment Management LLC | 15,140 | $1,985k | Jun 30, 2019 | Jul 3, 2019 | |
| Private Harbour Investment Management & Counsel LLC | 15,039 | $1,972k | Jun 30, 2019 | Aug 6, 2019 | |
| Sawgrass Asset Management LLC | 14,875 | $1,951k | Jun 30, 2019 | Jul 23, 2019 | |
| Pratt Collard Advisory Partners LLC | 14,841 | $1,946k | Jun 30, 2019 | Jul 16, 2019 | |
| Aries Wealth Management LLC | 14,519 | $1,931k | Jun 30, 2019 | Jul 15, 2019 | |
| Selway Asset Management Inc | 14,595 | $1,914k | Jun 30, 2019 | Jul 30, 2019 | |
| Guardian Investment Management LLC | 14,473 | $1,898k | Jun 30, 2019 | Aug 16, 2019 | |
| United Asset Strategies Inc | 14,450 | $1,895k | Jun 30, 2019 | Jul 31, 2019 | |
| ACG Wealth Inc | 14,426 | $1,892k | Jun 30, 2019 | Aug 6, 2019 | |
| Arlington Partners LLC | 14,400 | $1,888k | Jun 30, 2019 | Jul 10, 2019 | |
| Oak Asset Management LLC | 14,413 | $1,878k | Jun 30, 2019 | Jul 25, 2019 | |
| Modera Wealth Management LLC | 14,295 | $1,875k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Alliance Advisory Group LLC | 13,975 | $1,875k | Jun 30, 2019 | Jul 17, 2019 | |
| Strategic Advisors LLC | 14,036 | $1,840k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 14,036 | $1,840k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 14,036 | $1,840k | Jun 30, 2019 | Jul 22, 2019 | |
| LaSalle Street Capital Management LLC | 13,846 | $1,816k | Jun 30, 2019 | Aug 8, 2019 | |
| Bennicas & Associates Inc | 13,758 | $1,804k | Jun 30, 2019 | Jul 12, 2019 | |
| Capital Insight Partners LLC | 13,681 | $1,794k | Jun 30, 2019 | Jul 9, 2019 | |
| Mcrae Capital Management Inc | 13,387 | $1,755k | Jun 30, 2019 | Jul 29, 2019 | |
| Newsquare Capital LLC | 13,374 | $1,754k | Jun 30, 2019 | Aug 20, 2019 | |
| Wealth Enhancement Advisory Services LLC | 13,316 | $1,751k | Jun 30, 2019 | Aug 2, 2019 | |
| FORT PITT Capital Group LLC | 13,252 | $1,738k | Jun 30, 2019 | Aug 9, 2019 | |
| Marshwinds Advisory Company | 15,710 | $1,736k | Dec 31, 2018 | Jan 7, 2019 | |
| The Fiduciary Group LLC | 13,093 | $1,717k | Jun 30, 2019 | Aug 14, 2019 | |
| RB Capital Management LLC | 13,062 | $1,713k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Investment Advisors LLC | 12,731 | $1,669k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 12,731 | $1,669k | Jun 30, 2019 | Jul 17, 2019 | |
| Staley Capital Advisers Inc | 12,517 | $1,641k | Jun 30, 2019 | Aug 9, 2019 | |
| Ascension Asset Management LLC | 12,439 | $1,631k | Jun 30, 2019 | Jul 23, 2019 | |
| Rossmore Private Capital LLC | 12,406 | $1,627k | Jun 30, 2019 | Aug 5, 2019 | |
| Monarch Capital Management Inc | 12,287 | $1,611k | Jun 30, 2019 | Jul 31, 2019 | |
| American National Registered Investment Advisor Inc | 12,123 | $1,590k | Jun 30, 2019 | Aug 5, 2019 | |
| Northstar Wealth Partners LLC | 12,088 | $1,585k | Jun 30, 2019 | Aug 15, 2019 | |
| Harvest Capital Management Inc | 11,985 | $1,571k | Jun 30, 2019 | Aug 7, 2019 | |
| Asset Advisors Investment Management LLC | 11,812 | $1,549k | Jun 30, 2019 | Jul 25, 2019 | |
| Loudon Investment Management LLC | 11,633 | $1,525k | Jun 30, 2019 | Aug 13, 2019 | |
| Bell & Brown Wealth Advisors LLC | 11,532 | $1,512k | Jun 30, 2019 | Aug 6, 2019 | |
| Formidable Asset Management LLC | 13,629 | $1,506k | Dec 31, 2018 | Feb 6, 2019 | |
| Abbot Financial Management Inc | 11,464 | $1,503k | Jun 30, 2019 | Aug 8, 2019 | |
| Private Vista LLC | 11,425 | $1,498k | Jun 30, 2019 | Jul 19, 2019 | |
| Howard Capital Management Inc | 11,287 | $1,480k | Jun 30, 2019 | Jul 24, 2019 | |
| Family Legacy Inc | 11,247 | $1,475k | Jun 30, 2019 | Jul 25, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 11,080 | $1,453k | Jun 30, 2019 | Aug 6, 2019 | |
| Vista Investment Management LLC | 10,832 | $1,420k | Jun 30, 2019 | Aug 14, 2019 | |
| Tradition Capital Management LLC | 11,558 | $1,416k | Mar 31, 2019 | May 7, 2019 | |
| Pictet North America Advisors SA | 10,750 | $1,410k | Jun 30, 2019 | Aug 7, 2019 | |
| Ridgewood Investments LLC | 10,600 | $1,390k | Jun 30, 2019 | Jul 12, 2019 | |
| Cambridge Advisors Inc | 10,578 | $1,387k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 10,578 | $1,387k | Jun 30, 2019 | Jul 26, 2019 | |
| ST Johns Investment Management Company LLC | 10,181 | $1,335k | Jun 30, 2019 | Jul 24, 2019 | |
| KLCM Advisors Inc | 10,082 | $1,322k | Jun 30, 2019 | Aug 15, 2019 | |
| Coatue Management LLC | 10,085 | $1,322k | Jun 30, 2019 | Aug 14, 2019 | |
| Hamel Associates Inc | 10,061 | $1,319k | Jun 30, 2019 | Aug 5, 2019 | |
| Greatmark Investment Partners Inc | 9,958 | $1,306k | Jun 30, 2019 | Aug 5, 2019 | |
| Court Place Advisors LLC | 9,847 | $1,291k | Jun 30, 2019 | Jul 30, 2019 | |
| Becker Capital Management Inc | 9,647 | $1,265k | Jun 30, 2019 | Aug 8, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 9,643 | $1,264k | Jun 30, 2019 | Aug 12, 2019 | |
| ZWJ Investment Counsel Inc | 9,586 | $1,257k | Jun 30, 2019 | Jul 24, 2019 | |
| Stony Point Wealth Management Inc | 9,427 | $1,252k | Jun 30, 2019 | Jul 23, 2019 | |
| West Coast Financial LLC | 9,526 | $1,249k | Jun 30, 2019 | Jul 16, 2019 | |
| BEL AIR Investment Advisors LLC | 15,469 | $1,230k | Sep 30, 2013 | Nov 12, 2013 | |
| Aristotle Atlantic Partners LLC | 9,301 | $1,220k | Jun 30, 2019 | Aug 13, 2019 | |
| Bigelow Investment Advisors LLC | 9,266 | $1,215k | Jun 30, 2019 | Jul 17, 2019 | |
| Profit Investment Management LLC | 9,088 | $1,192k | Jun 30, 2019 | Jul 16, 2019 | |
| Burleson & Company LLC | 9,280 | $1,180k | Jun 30, 2019 | Aug 5, 2019 | |
| Private Wealth Partners LLC | 8,935 | $1,172k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 8,935 | $1,172k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellington Shields & Co LLC | 8,715 | $1,143k | Jun 30, 2019 | Aug 8, 2019 | |
| Blue FIN Capital Inc | 8,693 | $1,139k | Jun 30, 2019 | Jul 22, 2019 | |
| Accredited Investors Inc | 8,677 | $1,138k | Jun 30, 2019 | Aug 13, 2019 | |
| Private Wealth Advisors Inc | 8,523 | $1,118k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 8,523 | $1,118k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 8,523 | $1,118k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 8,523 | $1,118k | Jun 30, 2019 | Aug 7, 2019 | |
| Cadinha & Co LLC | 8,470 | $1,111k | Jun 30, 2019 | Aug 9, 2019 | |
| American Investment Services Inc | 8,185 | $1,073k | Jun 30, 2019 | Aug 6, 2019 | |
| Shepherd Kaplan Krochuk LLC | 8,082 | $1,060k | Jun 30, 2019 | Aug 12, 2019 | |
| Transamerica Financial Advisors Inc | 7,902 | $1,037k | Jun 30, 2019 | Aug 21, 2019 | |
| Acropolis Investment Management LLC | 7,762 | $1,018k | Jun 30, 2019 | Jul 11, 2019 | |
| Clear Perspective Advisors LLC | 7,750 | $1,016k | Jun 30, 2019 | Aug 12, 2019 | |
| Bingham Osborn & Scarborough LLC | 7,630 | $1,001k | Jun 30, 2019 | Aug 2, 2019 | |
| American Financial Network Advisory Services LLC | 7,552 | $995k | Jun 30, 2019 | Aug 9, 2019 | |
| Bernicke Wealth Management Ltd | 7,542 | $989k | Jun 30, 2019 | Aug 5, 2019 | |
| Stewart & Patten Co LLC | 7,488 | $982k | Jun 30, 2019 | Jul 17, 2019 | |
| Blackhawk Capital Partners LLC | 7,477 | $980k | Jun 30, 2019 | Aug 13, 2019 | |
| Legacy Financial Strategies LLC | 7,248 | $974k | Jun 30, 2019 | Jul 15, 2019 | |
| Wellesley Investment Partners LLC | 7,370 | $966k | Jun 30, 2019 | Aug 5, 2019 | |
| Cornell Pochily Investment Advisors Inc | 7,133 | $935k | Jun 30, 2019 | Jul 22, 2019 | |
| Somerset Group LLC | 7,125 | $934k | Jun 30, 2019 | Aug 12, 2019 | |
| Edgemoor Investment Advisors Inc | 7,117 | $933k | Jun 30, 2019 | Aug 9, 2019 | |
| Miles Capital Inc | 7,085 | $929k | Jun 30, 2019 | Aug 13, 2019 | |
| Jolley Asset Management LLC | 7,033 | $922k | Jun 30, 2019 | Jul 22, 2019 | |
| STA Wealth Management LLC | 6,955 | $912k | Jun 30, 2019 | Aug 14, 2019 | |
| Alexandria Capital LLC | 6,850 | $898k | Jun 30, 2019 | Aug 12, 2019 | |
| Intersect Capital LLC | 6,785 | $890k | Jun 30, 2019 | Aug 9, 2019 | |
| DB Root & Company LLC | 6,767 | $887k | Jun 30, 2019 | Jul 19, 2019 | |
| Connecticut Wealth Management LLC | 6,683 | $876k | Jun 30, 2019 | Jul 29, 2019 | |
| BRAY Capital Advisors LLC | 6,677 | $876k | Jun 30, 2019 | Jul 29, 2019 | |
| Epstein and White Financial LLC | 6,990 | $875k | Jun 30, 2019 | Jul 19, 2019 | |
| WEIK Capital Management Inc | 6,650 | $872k | Jun 30, 2019 | Aug 9, 2019 | |
| Elgethun Capital Management | 6,631 | $870k | Jun 30, 2019 | Aug 8, 2019 | |
| Gilman Hill Asset Management LLC | 6,533 | $857k | Jun 30, 2019 | Jul 17, 2019 | |
| Zevin Asset Management LLC | 6,430 | $843k | Jun 30, 2019 | Aug 6, 2019 | |
| Glovista Investments LLC | 6,305 | $827k | Jun 30, 2019 | Aug 14, 2019 | |
| Summit Asset Management LLC | 6,273 | $823k | Jun 30, 2019 | Aug 7, 2019 | |
| Perritt Capital Management Inc | 6,256 | $820k | Jun 30, 2019 | Aug 13, 2019 | |
| West Chester Capital Advisors Inc | 6,103 | $800k | Jun 30, 2019 | Jul 30, 2019 | |
| Hoylecohen LLC | 5,919 | $776k | Jun 30, 2019 | Aug 9, 2019 | |
| RKL Wealth Management LLC | 5,918 | $774k | Jun 30, 2019 | Aug 2, 2019 | |
| AFT Forsyth and Company Inc | 5,895 | $773k | Jun 30, 2019 | Jul 29, 2019 | |
| Poplar Forest Capital LLC | 5,860 | $768k | Jun 30, 2019 | Aug 2, 2019 | |
| Buckley Wealth Management LLC | 5,794 | $760k | Jun 30, 2019 | Jul 19, 2019 | |
| Allen Investment Management LLC | 5,763 | $756k | Jun 30, 2019 | Aug 12, 2019 | |
| DAY & Ennis LLC | 5,764 | $756k | Jun 30, 2019 | Aug 2, 2019 | |
| New England Research & Management Inc | 5,738 | $752k | Jun 30, 2019 | Jul 9, 2019 | |
| Eagle Ridge Investment Management LLC | 5,694 | $747k | Jun 30, 2019 | Aug 1, 2019 | |
| Annex Advisory Services LLC | 5,639 | $739k | Jun 30, 2019 | Jul 18, 2019 | |
| Bourne LENT Asset Management Inc | 5,625 | $738k | Jun 30, 2019 | Jul 29, 2019 | |
| Westbourne Investment Advisors Inc | 5,616 | $736k | Jun 30, 2019 | Jul 22, 2019 | |
| BSW Wealth Partners LLC | 5,609 | $735k | Jun 30, 2019 | Aug 13, 2019 | |
| Montag & Caldwell LLC | 5,600 | $734k | Jun 30, 2019 | Aug 1, 2019 | |
| Chickasaw Capital Management LLC | 5,490 | $720k | Jun 30, 2019 | Jul 15, 2019 | |
| Baldwin Investment Management LLC | 5,485 | $719k | Jun 30, 2019 | Aug 6, 2019 | |
| The Leuthold Group LLC | 5,478 | $718k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisory LLC | 5,455 | $715k | Jun 30, 2019 | Aug 8, 2019 | |
| Congress Park Capital LLC | 5,423 | $712k | Jun 30, 2019 | Aug 2, 2019 | |
| New Potomac Partners LLC | 5,420 | $711k | Jun 30, 2019 | Jul 26, 2019 | |
| Kingfisher Capital LLC | 5,384 | $706k | Jun 30, 2019 | Aug 14, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 5,176 | $679k | Jun 30, 2019 | Jul 15, 2019 | |
| Daiwa SB Investments Ltd | 5,520 | $676k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments USA Ltd | 5,520 | $676k | Mar 31, 2019 | Apr 18, 2019 | |
| Dodge & COX | 5,145 | $675k | Jun 30, 2019 | Aug 13, 2019 | |
| Valmark Advisers Inc | 5,134 | $673k | Jun 30, 2019 | Aug 7, 2019 | |
| Sippican Capital Advisors LLC | 5,125 | $672k | Jun 30, 2019 | Jul 17, 2019 | |
| Carlson Capital Management LLC | 5,110 | $670k | Jun 30, 2019 | Jul 15, 2019 | |
| Pecaut & Co | 5,100 | $669k | Jun 30, 2019 | Aug 8, 2019 | |
| SOL Capital Management Co | 5,091 | $668k | Jun 30, 2019 | Jul 17, 2019 | |
| ORCA Investment Management LLC | 5,075 | $665k | Jun 30, 2019 | Jul 17, 2019 | |
| Lejeune Puetz Investment Counsel | 5,040 | $661k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategy Asset Managers LLC | 5,026 | $659k | Jun 30, 2019 | Aug 14, 2019 | |
| Columbus Macro LLC | 5,009 | $657k | Jun 30, 2019 | Jul 16, 2019 | |
| Campbell Newman Asset Management Inc | 5,000 | $656k | Jun 30, 2019 | Jul 24, 2019 | |
| Cramer Rosenthal Mcglynn LLC | 5,000 | $656k | Jun 30, 2019 | Aug 13, 2019 | |
| Meritage Portfolio Management Inc | 4,905 | $643k | Jun 30, 2019 | Jul 30, 2019 | |
| Fairview Capital Investment Management LLC | 4,891 | $641k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Investment Services of America Inc | 4,865 | $638k | Jun 30, 2019 | Jul 12, 2019 | |
| SPC Financial Inc | 4,809 | $631k | Jun 30, 2019 | Aug 1, 2019 | |
| Crabel Capital Management LLC | 4,765 | $625k | Jun 30, 2019 | Aug 13, 2019 | |
| Northside Capital Management LLC | 4,727 | $620k | Jun 30, 2019 | Jul 16, 2019 | |
| Hollow Brook Wealth Management LLC | 4,558 | $598k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Investment Counsel Inc | 4,498 | $590k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 4,498 | $590k | Jun 30, 2019 | Jul 26, 2019 | |
| Cookson Peirce & Co Inc | 4,492 | $589k | Jun 30, 2019 | Jul 31, 2019 | |
| Summit Financial Wealth Advisors LLC | 4,477 | $587k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 4,477 | $587k | Jun 30, 2019 | Jul 16, 2019 | |
| Compass Capital Management Inc | 4,400 | $577k | Jun 30, 2019 | Jul 31, 2019 | |
| Meridian Investment Counsel Inc | 4,371 | $573k | Jun 30, 2019 | Aug 13, 2019 | |
| HCR Wealth Advisors | 4,313 | $566k | Jun 30, 2019 | Jul 25, 2019 | |
| Omnistar Financial Group Inc | 4,244 | $557k | Jun 30, 2019 | Jul 30, 2019 | |
| Golub Group LLC | 4,236 | $555k | Jun 30, 2019 | Aug 13, 2019 | |
| Morris Capital Advisors Inc | 4,226 | $554k | Jun 30, 2019 | Jul 15, 2019 | |
| Hourglass Capital LLC | 4,173 | $547k | Jun 30, 2019 | Aug 12, 2019 | |
| Probity Advisors Inc | 4,117 | $540k | Jun 30, 2019 | Aug 8, 2019 | |
| Resource Planning Group Ltd | 4,038 | $530k | Jun 30, 2019 | Jul 18, 2019 | |
| Huber Financial Advisors LLC | 4,041 | $530k | Jun 30, 2019 | Aug 5, 2019 | |
| Aureus Asset Management LLC | 3,986 | $523k | Jun 30, 2019 | Aug 14, 2019 | |
| Allsquare Wealth Management LLC | 3,958 | $519k | Jun 30, 2019 | Aug 13, 2019 | |
| Confluence Wealth Management LLC | 3,888 | $510k | Jun 30, 2019 | Aug 9, 2019 | |
| Pettee Investors Inc | 3,871 | $508k | Jun 30, 2019 | Aug 7, 2019 | |
| Cubic Asset Management LLC | 3,850 | $505k | Jun 30, 2019 | Jul 29, 2019 | |
| Castle Rock Wealth Management LLC | 3,831 | $502k | Jun 30, 2019 | Aug 8, 2019 | |
| Karpas Strategies LLC | 3,783 | $496k | Jun 30, 2019 | Jul 25, 2019 | |
| Beach Investment Management LLC | 3,765 | $494k | Jun 30, 2019 | Jul 17, 2019 | |
| Lourd Capital LLC | 3,742 | $491k | Jun 30, 2019 | Jul 11, 2019 | |
| LESA Sroufe & Company Inc | 3,727 | $489k | Jun 30, 2019 | Jul 29, 2019 | |
| Hapanowicz & Associates Financial Services Inc | 3,709 | $486k | Jun 30, 2019 | Jul 29, 2019 | |
| Ironwood Investment Management LLC | 3,654 | $479k | Jun 30, 2019 | Aug 14, 2019 | |
| Paulson Wealth Management Inc | 3,666 | $479k | Jun 30, 2019 | Jul 30, 2019 | |
| New England Private Wealth Advisors LLC | 3,583 | $469k | Jun 30, 2019 | Aug 8, 2019 | |
| Blue CHIP Wealth Management Inc | 3,531 | $463k | Jun 30, 2019 | Aug 13, 2019 | |
| SFMG LLC | 3,457 | $454k | Jun 30, 2019 | Aug 5, 2019 | |
| Gyroscope Capital Management Group LLC | 3,403 | $453k | Jun 30, 2019 | Jul 11, 2019 | |
| Highland Private Wealth Management | 3,449 | $452k | Jun 30, 2019 | Aug 13, 2019 | |
| Marco Investment Management LLC | 3,438 | $451k | Jun 30, 2019 | Aug 6, 2019 | |
| Sigma Investment Counselors Inc | 3,415 | $448k | Jun 30, 2019 | Jul 23, 2019 | |
| Wells Trecaso Financial Group LLC | 3,415 | $448k | Jun 30, 2019 | Jul 22, 2019 | |
| East Coast Asset Management LLC | 3,400 | $446k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Advisory Service Inc | 3,307 | $434k | Jun 30, 2019 | Jul 25, 2019 | |
| The Family FIRM Inc | 3,285 | $431k | Jun 30, 2019 | Aug 6, 2019 | |
| Cooper/Haims Advisors LLC | 3,288 | $431k | Jun 30, 2019 | Jul 26, 2019 | |
| Alesco Advisors LLC | 3,259 | $427k | Jun 30, 2019 | Aug 14, 2019 | |
| UNIO Capital LLC | 3,200 | $426k | Jun 30, 2019 | Aug 14, 2019 | |
| Signet Financial Management LLC | 3,239 | $425k | Jun 30, 2019 | Aug 13, 2019 | |
| Stevens First Principles Investment Advisors | 3,200 | $420k | Jun 30, 2019 | Jul 22, 2019 | |
| Premier Asset Management LLC | 3,207 | $420k | Jun 30, 2019 | Aug 7, 2019 | |
| LBMC Investment Advisors LLC | 3,155 | $414k | Jun 30, 2019 | Jul 18, 2019 | |
| Successful Portfolios LLC | 3,156 | $414k | Jun 30, 2019 | Jul 11, 2019 | |
| Strategic Financial Group LLC | 3,142 | $412k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 3,142 | $412k | Jun 30, 2019 | Jul 29, 2019 | |
| Security Asset Management Inc | 3,077 | $403k | Jun 30, 2019 | Aug 6, 2019 | |
| Portland Global Advisors LLC | 3,009 | $395k | Jun 30, 2019 | Jul 26, 2019 | |
| Andesa Financial Management Inc | 2,961 | $388k | Jun 30, 2019 | Jul 30, 2019 | |
| Signature Financial Management Inc | 3,502 | $385k | Dec 31, 2018 | Feb 13, 2019 | |
| Barber Financial Group | 2,896 | $380k | Jun 30, 2019 | Aug 9, 2019 | |
| Chelsea Counsel Company | 3,484 | $379k | Jun 30, 2018 | Oct 3, 2018 | |
| MRAZ Amerine & Associates Inc | 2,878 | $377k | Jun 30, 2019 | Aug 2, 2019 | |
| Northwest Wealth Management LLC | 2,843 | $373k | Jun 30, 2019 | Jul 23, 2019 | |
| Kelman Lazarov Inc | 2,755 | $361k | Jun 30, 2019 | Jul 22, 2019 | |
| ELM Advisors LLC | 2,750 | $361k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial Strategies Inc | 2,719 | $357k | Jun 30, 2019 | Aug 8, 2019 | |
| Gilbert & COOK Inc | 2,713 | $356k | Jun 30, 2019 | Aug 5, 2019 | |
| Lexaurum Advisors LLC | 2,678 | $351k | Jun 30, 2019 | Jul 19, 2019 | |
| Lenox Wealth Advisors LLC | 2,667 | $350k | Jun 30, 2019 | Jul 12, 2019 | |
| Grace Capital | 2,634 | $345k | Jun 30, 2019 | Aug 14, 2019 | |
| Dedora Capital Inc | 2,631 | $345k | Jun 30, 2019 | Aug 8, 2019 | |
| Traynor Capital Management Inc | 2,599 | $342k | Jun 30, 2019 | Jul 26, 2019 | |
| Berkeley Capital Partners LLC | 2,609 | $342k | Jun 30, 2019 | Aug 8, 2019 | |
| SAND Hill Global Advisors LLC | 2,573 | $337k | Jun 30, 2019 | Aug 13, 2019 | |
| Huntington Steele LLC | 3,090 | $337k | Mar 31, 2018 | Apr 18, 2018 | |
| Suncoast Equity Management LLC | 2,555 | $335k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Planning Advisors LLC | 2,539 | $333k | Jun 30, 2019 | Aug 9, 2019 | |
| West Branch Capital LLC | 2,513 | $330k | Jun 30, 2019 | Aug 5, 2019 | |
| Drexel Morgan & Co | 2,500 | $328k | Jun 30, 2019 | Aug 8, 2019 | |
| Polaris Greystone Financial Group LLC | 2,487 | $328k | Jun 30, 2019 | Jul 25, 2019 | |
| Marathon Capital Management LLC | 2,490 | $326k | Jun 30, 2019 | Jul 25, 2019 | |
| Harwood Advisory Group LLC | 2,487 | $326k | Jun 30, 2019 | Aug 7, 2019 | |
| Donald L Hagan LLC | 2,453 | $322k | Jun 30, 2019 | Jul 18, 2019 | |
| Peninsula Wealth LLC | 2,460 | $322k | Jun 30, 2019 | Aug 2, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 2,404 | $315k | Jun 30, 2019 | Jul 25, 2019 | |
| White Lighthouse Investment Management Inc | 2,335 | $306k | Jun 30, 2019 | Jul 31, 2019 | |
| FORT Point Capital Partners LLC | 2,324 | $305k | Jun 30, 2019 | Aug 9, 2019 | |
| Johanson Financial Advisors Inc | 2,298 | $304k | Jun 30, 2019 | Jul 29, 2019 | |
| Secrest Blakey & Associates LLC | 2,286 | $300k | Jun 30, 2019 | Aug 13, 2019 | |
| IMS Capital Management Inc | 2,268 | $297k | Jun 30, 2019 | Aug 14, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 2,250 | $295k | Jun 30, 2019 | Aug 12, 2019 | |
| BHK Investment Advisors LLC | 2,236 | $293k | Jun 30, 2019 | Aug 2, 2019 | |
| Broadleaf Partners LLC | 2,228 | $292k | Jun 30, 2019 | Jul 19, 2019 | |
| LGL Partners LLC | 2,225 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
| Steigerwald Gordon & KOCH Inc | 2,199 | $288k | Jun 30, 2019 | Jul 15, 2019 | |
| Strategic Capital Advisers Inc | 2,189 | $287k | Jun 30, 2019 | Jul 30, 2019 | |
| COHO Partners Ltd | 2,183 | $286k | Jun 30, 2019 | Aug 8, 2019 | |
| Inspirion Wealth Advisors LLC | 2,184 | $286k | Jun 30, 2019 | Jul 15, 2019 | |
| Willow Creek Wealth Management Inc | 2,173 | $285k | Jun 30, 2019 | Jul 22, 2019 | |
| Independence Advisors LLC | 2,176 | $285k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 2,176 | $285k | Jun 30, 2019 | Aug 12, 2019 | |
| The Financial Consulate Inc | 2,165 | $284k | Jun 30, 2019 | Jul 24, 2019 | |
| Harfst and Associates Inc | 2,130 | $279k | Jun 30, 2019 | Aug 14, 2019 | |
| KCS Wealth Advisory LLC | 2,114 | $277k | Jun 30, 2019 | Jul 29, 2019 | |
| The London Company of Virginia LLC | 2,091 | $274k | Jun 30, 2019 | Aug 14, 2019 | |
| Monte Financial Group LLC | 2,076 | $272k | Jun 30, 2019 | Aug 7, 2019 | |
| BFSG LLC | 2,055 | $269k | Jun 30, 2019 | Jul 30, 2019 | |
| First Western Capital Management Company | 2,052 | $269k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcguire Investment Group LLC | 2,055 | $269k | Jun 30, 2019 | Jul 25, 2019 | |
| Bridgeworth LLC | 2,030 | $267k | Jun 30, 2019 | Jul 25, 2019 | |
| Round Table Services LLC | 2,032 | $266k | Jun 30, 2019 | Jul 17, 2019 | |
| Windsor Capital Management LLC | 2,034 | $266k | Jun 30, 2019 | Aug 2, 2019 | |
| Armbruster Capital Management Inc | 2,025 | $266k | Jun 30, 2019 | Jul 18, 2019 | |
| Planning Directions Inc | 1,995 | $262k | Jun 30, 2019 | Jul 15, 2019 | |
| Sunesis Advisors LLC | 2,000 | $262k | Jun 30, 2019 | Aug 5, 2019 | |
| DSC Advisors LP | 1,976 | $259k | Jun 30, 2019 | Aug 14, 2019 | |
| Augustine Asset Management Inc | 1,965 | $258k | Jun 30, 2019 | Aug 5, 2019 | |
| SRB Corporation | 1,931 | $253k | Jun 30, 2019 | Aug 14, 2019 | |
| Advisory Alpha LLC | 1,916 | $249k | Jun 30, 2019 | Aug 16, 2019 | |
| Wiley Bros-Aintree Capital LLC | 1,850 | $243k | Jun 30, 2019 | Jul 10, 2019 | |
| S R Schill & Associates Inc | 1,851 | $243k | Jun 30, 2019 | Aug 19, 2019 | |
| Main Street Research LLC | 1,839 | $241k | Jun 30, 2019 | Aug 8, 2019 | |
| Cidel Asset Management Inc | 1,833 | $240k | Jun 30, 2019 | Aug 12, 2019 | |
| Brightworth LLC | 1,772 | $232k | Jun 30, 2019 | Jul 31, 2019 | |
| Ballast Inc | 1,755 | $230k | Jun 30, 2019 | Jul 26, 2019 | |
| BECK Capital Management LLC | 1,745 | $229k | Jun 30, 2019 | Aug 14, 2019 | |
| Midwest Professional Planners Ltd | 1,731 | $227k | Jun 30, 2019 | Aug 12, 2019 | |
| Affiance Financial LLC | 1,731 | $227k | Jun 30, 2019 | Jul 11, 2019 | |
| Crescent Grove Advisors LLC | 1,714 | $225k | Jun 30, 2019 | Aug 6, 2019 | |
| FORD Financial Group Inc | 1,720 | $225k | Jun 30, 2019 | Jul 25, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 1,698 | $223k | Jun 30, 2019 | Aug 13, 2019 | |
| Fagan Associates Inc | 1,684 | $221k | Jun 30, 2019 | Jul 12, 2019 | |
| Lehman Financial Resources Inc | 1,950 | $218k | Sep 30, 2018 | Nov 14, 2018 | |
| The Roosevelt Investment Group Inc | 1,652 | $217k | Jun 30, 2019 | Aug 8, 2019 | |
| Quadrant Private Wealth Management LLC | 1,658 | $217k | Jun 30, 2019 | Aug 13, 2019 | |
| South Street Advisors LLC | 1,630 | $214k | Jun 30, 2019 | Jul 22, 2019 | |
| Bouchey Financial Group Ltd | 1,609 | $211k | Jun 30, 2019 | Jul 11, 2019 | |
| HM Capital Management LLC | 1,600 | $210k | Jun 30, 2019 | Jul 24, 2019 | |
| PURE Financial Advisors Inc | 1,595 | $209k | Jun 30, 2019 | Jul 11, 2019 | |
| Port Capital LLC | 1,596 | $209k | Jun 30, 2019 | Aug 14, 2019 | |
| Oliver Luxxe Assets LLC | 1,552 | $206k | Jun 30, 2019 | Jul 10, 2019 | |
| Foundations Investment Advisors LLC | 1,530 | $205k | Jun 30, 2019 | Jul 8, 2019 | |
| Sonata Capital Group Inc | 1,556 | $204k | Jun 30, 2019 | Aug 5, 2019 | |
| The Genwealth Group Inc | 1,512 | $200k | Jun 30, 2019 | Jul 10, 2019 | |
| Spectrum Management Group Inc | 1,417 | $186k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,417 | $186k | Jun 30, 2019 | Aug 2, 2019 | |
| DT Investment Partners LLC | 1,081 | $142k | Jun 30, 2019 | Jul 30, 2019 | |
| Peninsula Asset Management Inc | 910 | $119k | Jun 30, 2019 | Aug 15, 2019 | |
| Signature Estate & Investment Advisors LLC | 902 | $118k | Jun 30, 2019 | Aug 1, 2019 | |
| Cowen Prime Services LLC | 900 | $118k | Jun 30, 2019 | Jul 31, 2019 | |
| Mcmillion Capital Management Inc | 841 | $110k | Jun 30, 2019 | Jul 25, 2019 | |
| Pagnatokarp Partners LLC | 9,500 | $99k | Call | Jun 30, 2019 | Aug 8, 2019 |
| America First Investment Advisors LLC | 665 | $87k | Jun 30, 2019 | Jul 29, 2019 | |
| Horan Securities Inc | 612 | $80k | Jun 30, 2019 | Jul 24, 2019 | |
| Clearbridge Investments LLC | 700 | $77k | Dec 31, 2018 | Feb 14, 2019 | |
| Asset Planning Services Inc | 575 | $75k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 575 | $75k | Jun 30, 2019 | Jul 17, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 550 | $72k | Jun 30, 2019 | Jul 9, 2019 | |
| RPG Investment Advisory LLC | 382 | $50k | Jun 30, 2019 | Jul 10, 2019 | |
| Summit Financial Group Inc | 350 | $46k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 350 | $46k | Jun 30, 2019 | Jul 3, 2019 | |
| Lucia Wealth Services LLC | 276 | $36k | Jun 30, 2019 | Jul 23, 2019 | |
| Avondale Wealth Management LLC | 250 | $33k | Jun 30, 2019 | Jul 26, 2019 | |
| Financial Advantage Inc | 219 | $28k | Jun 30, 2019 | Jul 23, 2019 | |
| Permanens Capital LP | 44 | $6k | Jun 30, 2019 | Aug 9, 2019 | |
| Colonial Trust Advisors Inc | 40 | $5k | Jun 30, 2019 | Aug 21, 2019 |