ISHARES
(464287465)
Fonds déclarant des avoirs de ISHARES selon 13F dépôts
Nom de l\'entreprise | Actions détenues / capital | Valeur marchande | Option | Période de rapport | Date d\'entrée en vigueur |
---|---|---|---|---|---|
Retirement Income Solutions Inc | 20,151 | $1,325,000k | Jun 30, 2019 | Jul 23, 2019 | |
Mackenzie Financial Corporation | 6,697,602 | $440,233k | Jun 30, 2019 | Aug 23, 2019 | |
Mackenzie Investments Corporation | 6,697,602 | $440,233k | Jun 30, 2019 | Aug 23, 2019 | |
Hirtle Callaghan & Co LLC | 3,648,244 | $239,799k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgewater Associates LP | 2,566,986 | $168,728k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Engines Advisors LLC | 2,112,032 | $138,824k | Jun 30, 2019 | Aug 9, 2019 | |
SAND Hill Global Advisors LLC | 1,377,972 | $90,574k | Jun 30, 2019 | Aug 13, 2019 | |
Badgley Phelps and Bell Inc | 1,327,645 | $87,266k | Jun 30, 2019 | Jul 30, 2019 | |
QS Investors LLC | 1,263,754 | $83,067k | Jun 30, 2019 | Aug 14, 2019 | |
SWAN Global Investments LLC | 1,257,900 | $82,216k | Jun 30, 2019 | Aug 12, 2019 | |
Dupont Capital Management Corp | 1,246,792 | $81,952k | Jun 30, 2019 | Jul 30, 2019 | |
Global Atlantic Investment Advisors LLC | 1,284,744 | $75,967k | Sep 30, 2016 | Nov 14, 2016 | |
Lenox Wealth Advisors LLC | 1,039,022 | $68,295k | Jun 30, 2019 | Jul 12, 2019 | |
Perella Weinberg Partners Capital Management LP | 992,688 | $65,249k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Management LLC | 948,140 | $62,321k | Jun 30, 2019 | Aug 7, 2019 | |
Strategic Financial Management LLC | 948,140 | $62,321k | Jun 30, 2019 | Aug 7, 2019 | |
Granite Point Capital Management LP | 1,000,000 | $61,400k | Call | Jun 30, 2019 | Jul 29, 2019 |
Stadion Money Management LLC | 830,574 | $54,594k | Jun 30, 2019 | Aug 14, 2019 | |
Cambiar Investors LLC | 797,821 | $52,441k | Jun 30, 2019 | Jul 25, 2019 | |
LBMC Investment Advisors LLC | 690,034 | $45,356k | Jun 30, 2019 | Jul 18, 2019 | |
Merriman Wealth Management LLC | 66,771 | $44,095k | Jun 30, 2019 | Jul 31, 2019 | |
Independence Advisors LLC | 651,629 | $42,832k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 651,629 | $42,832k | Jun 30, 2019 | Aug 12, 2019 | |
Twele Capital Management Inc | 592,597 | $38,951k | Jun 30, 2019 | Jul 18, 2019 | |
Jordan Park Group LLC | 568,428 | $37,363k | Jun 30, 2019 | Jul 22, 2019 | |
Cambridge Investment Research Advisors Inc | 559,880 | $36,801k | Jun 30, 2019 | Aug 15, 2019 | |
Peavine Capital LLC | 493,202 | $32,418k | Jun 30, 2019 | Jul 24, 2019 | |
Cabana LLC | 432,958 | $27,177k | Jun 30, 2019 | Aug 9, 2019 | |
Portland Global Advisors LLC | 358,215 | $23,545k | Jun 30, 2019 | Jul 26, 2019 | |
Verger Capital Management LLC | 357,660 | $23,508k | Jun 30, 2019 | Jul 19, 2019 | |
Jasper Ridge Partners LP | 304,801 | $20,035k | Jun 30, 2019 | Aug 9, 2019 | |
Vestor Capital LLC | 302,046 | $19,853k | Jun 30, 2019 | Aug 6, 2019 | |
QVR LLC | 296,500 | $19,489k | Put | Jun 30, 2019 | Aug 1, 2019 |
Alesco Advisors LLC | 285,573 | $18,771k | Jun 30, 2019 | Aug 14, 2019 | |
Highland Private Wealth Management | 259,912 | $17,084k | Jun 30, 2019 | Aug 13, 2019 | |
EP Wealth Advisors LLC | 259,743 | $17,073k | Jun 30, 2019 | Aug 27, 2019 | |
LGL Partners LLC | 251,482 | $16,530k | Jun 30, 2019 | Aug 14, 2019 | |
Personal Resources Investment and Strategic Management Inc | 249,258 | $16,384k | Jun 30, 2019 | Aug 6, 2019 | |
Premise Capital LLC | 248,023 | $16,303k | Jun 30, 2019 | Aug 13, 2019 | |
BSW Wealth Partners LLC | 246,277 | $16,188k | Jun 30, 2019 | Aug 13, 2019 | |
Parkside Advisors LLC | 244,970 | $16,102k | Jun 30, 2019 | Jul 10, 2019 | |
Northcoast Asset Management LLC | 226,587 | $14,894k | Jun 30, 2019 | Aug 14, 2019 | |
The Central Trust Bank | 221,739 | $14,573k | Jun 30, 2019 | Jul 16, 2019 | |
Chesley TAFT & Associates LLC | 221,278 | $14,545k | Jun 30, 2019 | Jul 10, 2019 | |
FORT Point Capital Partners LLC | 208,700 | $13,717k | Put | Jun 30, 2019 | Aug 9, 2019 |
Pagnatokarp Partners LLC | 208,457 | $13,702k | Jun 30, 2019 | Aug 8, 2019 | |
Baker Avenue Asset Management LP | 202,586 | $13,315k | Jun 30, 2019 | Aug 14, 2019 | |
Confluence Wealth Management LLC | 199,388 | $13,106k | Jun 30, 2019 | Aug 9, 2019 | |
Paulson Wealth Management Inc | 197,538 | $13,036k | Jun 30, 2019 | Jul 30, 2019 | |
Waters Parkerson & Co LLC | 196,913 | $12,943k | Jun 30, 2019 | Aug 6, 2019 | |
FFT Wealth Management LLC | 194,063 | $12,756k | Jun 30, 2019 | Aug 14, 2019 | |
Strategic Global Advisors LLC | 192,867 | $12,677k | Jun 30, 2019 | Aug 13, 2019 | |
Accredited Investors Inc | 192,188 | $12,633k | Jun 30, 2019 | Aug 13, 2019 | |
Private Wealth Advisors Inc | 190,650 | $12,531k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 190,650 | $12,531k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 190,650 | $12,531k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 190,650 | $12,531k | Jun 30, 2019 | Aug 7, 2019 | |
CI Global Investments Inc | 183,312 | $12,463k | Sep 30, 2018 | Nov 9, 2018 | |
Quest Investment Management LLC | 187,063 | $12,296k | Jun 30, 2019 | Aug 13, 2019 | |
Bingham Osborn & Scarborough LLC | 179,272 | $11,784k | Jun 30, 2019 | Aug 2, 2019 | |
Goldstein Munger + Associates | 177,582 | $11,672k | Jun 30, 2019 | Aug 2, 2019 | |
Summit Financial Strategies Inc | 175,380 | $11,528k | Jun 30, 2019 | Aug 8, 2019 | |
Perritt Capital Management Inc | 159,723 | $10,499k | Jun 30, 2019 | Aug 13, 2019 | |
Dimension Capital Management LLC | 154,463 | $10,153k | Jun 30, 2019 | Aug 12, 2019 | |
Investure LLC | 154,100 | $10,129k | Jun 30, 2019 | Aug 13, 2019 | |
Shoker Investment Counsel Inc | 148,023 | $9,729k | Jun 30, 2019 | Aug 9, 2019 | |
Brickley Wealth Management | 143,851 | $9,455k | Jun 30, 2019 | Aug 9, 2019 | |
BRAY Capital Advisors LLC | 143,445 | $9,429k | Jun 30, 2019 | Jul 29, 2019 | |
Mccutchen Group LLC | 140,873 | $9,260k | Jun 30, 2019 | Jul 25, 2019 | |
Phillips Financial Management LLC | 137,597 | $9,085k | Jun 30, 2019 | Aug 6, 2019 | |
Front Barnett Associates LLC | 134,540 | $8,843k | Jun 30, 2019 | Aug 6, 2019 | |
Bronfman EL Rothschild LP | 132,268 | $8,694k | Jun 30, 2019 | Aug 12, 2019 | |
Litman Gregory Asset Management LLC | 130,234 | $8,560k | Jun 30, 2019 | Jul 31, 2019 | |
Emery & Howard Portfolio Management | 121,078 | $7,958k | Jun 30, 2019 | Aug 9, 2019 | |
Vivaldi Capital Management LLC | 117,376 | $7,715k | Jun 30, 2019 | Aug 14, 2019 | |
Neumann Capital Management LLC | 112,697 | $7,408k | Jun 30, 2019 | Jul 25, 2019 | |
1919 Investment Counsel LLC | 115,375 | $7,398k | Sep 30, 2014 | Nov 14, 2014 | |
Calamos Wealth Management LLC | 104,935 | $6,897k | Jun 30, 2019 | Aug 7, 2019 | |
Cambria Investment Management LP | 104,281 | $6,854k | Jun 30, 2019 | Aug 12, 2019 | |
Abbrea Capital LLC | 96,670 | $6,354k | Jun 30, 2019 | Jul 31, 2019 | |
Choate Investment Advisors LLC | 93,923 | $6,174k | Jun 30, 2019 | Aug 14, 2019 | |
Ramsay Stattman VELA & Price Inc | 93,249 | $6,129k | Jun 30, 2019 | Aug 9, 2019 | |
ALL Terrain Financial Advisors LLC | 92,489 | $6,079k | Jun 30, 2019 | Aug 14, 2019 | |
New England Private Wealth Advisors LLC | 91,967 | $6,048k | Jun 30, 2019 | Aug 8, 2019 | |
Advisory Alpha LLC | 91,085 | $5,967k | Jun 30, 2019 | Aug 16, 2019 | |
Guardian Capital LP | 90,400 | $5,942k | Jun 30, 2019 | Aug 14, 2019 | |
Smith & Howard Wealth Management LLC | 88,574 | $5,822k | Jun 30, 2019 | Jul 23, 2019 | |
Acropolis Investment Management LLC | 83,266 | $5,473k | Jun 30, 2019 | Jul 11, 2019 | |
Fluent Financial LLC | 82,657 | $5,433k | Jun 30, 2019 | Jul 29, 2019 | |
Birch Hill Investment Advisors LLC | 79,093 | $5,199k | Jun 30, 2019 | Jul 22, 2019 | |
Riverfront Investment Group LLC | 77,198 | $5,074k | Jun 30, 2019 | Jul 24, 2019 | |
Huntington Steele LLC | 71,978 | $5,015k | Mar 31, 2018 | Apr 18, 2018 | |
Barrett Asset Management LLC | 74,886 | $4,922k | Jun 30, 2019 | Aug 5, 2019 | |
Sigma Investment Counselors Inc | 73,083 | $4,804k | Jun 30, 2019 | Jul 23, 2019 | |
Crescent Grove Advisors LLC | 72,252 | $4,749k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 72,014 | $4,734k | Jun 30, 2019 | Jul 15, 2019 | |
Bruderman Asset Management LLC | 70,078 | $4,606k | Jun 30, 2019 | Aug 12, 2019 | |
JMG Financial Group Ltd | 68,528 | $4,504k | Jun 30, 2019 | Aug 2, 2019 | |
Wooster Corthell Wealth Management Inc | 65,263 | $4,290k | Jun 30, 2019 | Jul 31, 2019 | |
Adviceperiod LLC | 63,840 | $4,196k | Jun 30, 2019 | Jul 22, 2019 | |
Partners Capital Investment Group LLP | 63,673 | $4,185k | Jun 30, 2019 | Aug 12, 2019 | |
CPWM LLC | 63,525 | $4,176k | Jun 30, 2019 | Aug 2, 2019 | |
ST Johns Investment Management Company LLC | 59,652 | $3,921k | Jun 30, 2019 | Jul 24, 2019 | |
The Family FIRM Inc | 56,854 | $3,737k | Jun 30, 2019 | Aug 6, 2019 | |
Cranbrook Wealth Management LLC | 54,290 | $3,568k | Jun 30, 2019 | Aug 7, 2019 | |
Private Asset Management Inc | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 53,683 | $3,529k | Jun 30, 2019 | Aug 14, 2019 | |
Harvest Capital Management Inc | 53,039 | $3,486k | Jun 30, 2019 | Aug 7, 2019 | |
Cooper/Haims Advisors LLC | 51,849 | $3,408k | Jun 30, 2019 | Jul 26, 2019 | |
Addenda Capital Inc | 50,670 | $3,331k | Jun 30, 2019 | Jul 12, 2019 | |
Staley Capital Advisers Inc | 50,590 | $3,325k | Jun 30, 2019 | Aug 9, 2019 | |
Midwest Professional Planners Ltd | 49,371 | $3,245k | Jun 30, 2019 | Aug 12, 2019 | |
Blue FIN Capital Inc | 48,758 | $3,204k | Jun 30, 2019 | Jul 22, 2019 | |
Alexandria Capital LLC | 51,525 | $3,191k | Jun 30, 2019 | Aug 12, 2019 | |
Biltmore Family Office LLC | 48,181 | $3,167k | Jun 30, 2019 | Jul 31, 2019 | |
Stearns Financial Services Group Inc | 47,883 | $3,147k | Jun 30, 2019 | Aug 14, 2019 | |
Vista Private Wealth Partners LLC | 48,809 | $3,050k | Jun 30, 2019 | Aug 27, 2019 | |
NTV Asset Management LLC | 45,401 | $2,984k | Jun 30, 2019 | Jul 29, 2019 | |
Dearborn Capital Management LLC | 43,507 | $2,958k | Sep 30, 2018 | Nov 1, 2018 | |
Intercontinental Wealth Advisors LLC | 44,288 | $2,911k | Jun 30, 2019 | Aug 2, 2019 | |
Meristem Family Wealth LLC | 44,128 | $2,901k | Jun 30, 2019 | Aug 6, 2019 | |
Charles Schwab Investment Advisory Inc | 44,102 | $2,899k | Jun 30, 2019 | Aug 12, 2019 | |
Granite Group Advisors LLC | 43,291 | $2,846k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 43,291 | $2,846k | Jun 30, 2019 | Jul 23, 2019 | |
Intersect Capital LLC | 42,802 | $2,813k | Jun 30, 2019 | Aug 9, 2019 | |
Evanson Asset Management LLC | 42,345 | $2,783k | Jun 30, 2019 | Jul 11, 2019 | |
Northwest Investment Counselors LLC | 41,984 | $2,760k | Jun 30, 2019 | Jul 25, 2019 | |
Probity Advisors Inc | 41,211 | $2,709k | Jun 30, 2019 | Aug 8, 2019 | |
Secrest Blakey & Associates LLC | 41,151 | $2,705k | Jun 30, 2019 | Aug 13, 2019 | |
Cubic Asset Management LLC | 39,863 | $2,620k | Jun 30, 2019 | Jul 29, 2019 | |
Chilton Capital Management LLC | 37,659 | $2,475k | Jun 30, 2019 | Aug 13, 2019 | |
Fulcrum Capital LLC | 36,446 | $2,396k | Jun 30, 2019 | Jul 29, 2019 | |
Harbour Capital Advisors LLC | 36,015 | $2,367k | Jun 30, 2019 | Jul 10, 2019 | |
WSFS Capital Management LLC | 35,207 | $2,314k | Jun 30, 2019 | Aug 14, 2019 | |
Private Vista LLC | 34,709 | $2,282k | Jun 30, 2019 | Jul 19, 2019 | |
Ashfield Capital Partners LLC | 34,459 | $2,265k | Jun 30, 2019 | Jul 29, 2019 | |
Interocean Capital LLC | 33,561 | $2,206k | Jun 30, 2019 | Aug 13, 2019 | |
Leonetti & Associates LLC | 36,042 | $2,119k | Dec 31, 2018 | Feb 19, 2019 | |
Woodstock Corporation | 31,390 | $2,063k | Jun 30, 2019 | Jul 3, 2019 | |
JAG Capital Management LLC | 31,079 | $2,043k | Jun 30, 2019 | Jul 22, 2019 | |
Keeley-Teton Advisors LLC | 30,264 | $1,989k | Jun 30, 2019 | Aug 12, 2019 | |
Cornerstone Advisory LLC | 30,223 | $1,987k | Jun 30, 2019 | Aug 8, 2019 | |
Valmark Advisers Inc | 30,081 | $1,977k | Jun 30, 2019 | Aug 7, 2019 | |
Aristotle Capital Management LLC | 29,539 | $1,942k | Jun 30, 2019 | Aug 14, 2019 | |
Managed Account Services Inc | 29,184 | $1,931k | Jun 30, 2019 | Jul 15, 2019 | |
Stordahl Capital Management Inc | 28,514 | $1,870k | Jun 30, 2019 | Jul 22, 2019 | |
Towerpoint Wealth LLC | 28,144 | $1,814k | Jun 30, 2019 | Aug 7, 2019 | |
Stokes & Hubbell Capital Management LLC | 27,532 | $1,786k | Mar 31, 2019 | Apr 24, 2019 | |
Bigsur Wealth Management LLC | 27,000 | $1,783k | Jun 30, 2019 | Jul 5, 2019 | |
Seven Post Investment Office LP | 26,365 | $1,733k | Jun 30, 2019 | Aug 12, 2019 | |
Aries Wealth Management LLC | 25,284 | $1,673k | Jun 30, 2019 | Jul 15, 2019 | |
Bridgeworth LLC | 25,290 | $1,662k | Jun 30, 2019 | Jul 25, 2019 | |
Traynor Capital Management Inc | 24,493 | $1,617k | Jun 30, 2019 | Jul 26, 2019 | |
Fagan Associates Inc | 24,385 | $1,603k | Jun 30, 2019 | Jul 12, 2019 | |
Aldebaran Financial Inc | 24,367 | $1,602k | Jun 30, 2019 | Aug 14, 2019 | |
EFG Asset Management Americas Corp | 23,856 | $1,568k | Jun 30, 2019 | Jul 9, 2019 | |
Middleton & Company Inc | 23,555 | $1,548k | Jun 30, 2019 | Jul 25, 2019 | |
The O'Dell Group LLC | 23,503 | $1,545k | Jun 30, 2019 | Jul 24, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 23,467 | $1,544k | Jun 30, 2019 | Aug 14, 2019 | |
Windsor Capital Management LLC | 23,273 | $1,529k | Jun 30, 2019 | Aug 2, 2019 | |
Affiance Financial LLC | 23,205 | $1,525k | Jun 30, 2019 | Jul 11, 2019 | |
Access Financial Services Inc | 22,871 | $1,503k | Jun 30, 2019 | Jul 24, 2019 | |
West Coast Financial LLC | 22,768 | $1,497k | Jun 30, 2019 | Jul 16, 2019 | |
Landmark Financial Advisors LLC | 22,786 | $1,497k | Jun 30, 2019 | Aug 2, 2019 | |
Jolley Asset Management LLC | 22,318 | $1,467k | Jun 30, 2019 | Jul 22, 2019 | |
Legato Capital Management LLC | 22,285 | $1,465k | Jun 30, 2019 | Jul 22, 2019 | |
Carnick & Kubik Group LLC | 21,912 | $1,440k | Jun 30, 2019 | Jul 30, 2019 | |
IRON Financial LLC | 22,054 | $1,430k | Jun 30, 2019 | Aug 2, 2019 | |
Torch Wealth Management LLC | 21,500 | $1,413k | Jun 30, 2019 | Aug 2, 2019 | |
Tiemann Investment Advisors LLC | 20,948 | $1,377k | Jun 30, 2019 | Aug 13, 2019 | |
Cahaba Wealth Management Inc | 19,661 | $1,292k | Jun 30, 2019 | Jul 31, 2019 | |
Athena Capital Advisors LLC | 19,149 | $1,259k | Jun 30, 2019 | Aug 9, 2019 | |
LONG ROAD Investment Counsel LLC | 18,653 | $1,226k | Jun 30, 2019 | Aug 9, 2019 | |
Fernwood Investment Management LLC | 18,308 | $1,203k | Jun 30, 2019 | Aug 1, 2019 | |
Lincoln Capital Corporation | 17,909 | $1,177k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 17,909 | $1,177k | Jun 30, 2019 | Jul 12, 2019 | |
Riverpoint Wealth Management Holdings LLC | 17,709 | $1,164k | Jun 30, 2019 | Aug 12, 2019 | |
Peak Asset Management LLC | 17,677 | $1,162k | Jun 30, 2019 | Aug 15, 2019 | |
Fifth Third Securities Inc | 17,440 | $1,146k | Jun 30, 2019 | Jul 30, 2019 | |
GFS Advisors LLC | 17,107 | $1,124k | Jun 30, 2019 | Aug 1, 2019 | |
The Rikoon Group LLC | 16,763 | $1,102k | Jun 30, 2019 | Aug 6, 2019 | |
Altium Wealth Management LLC | 16,645 | $1,094k | Jun 30, 2019 | Jul 18, 2019 | |
Pictet North America Advisors SA | 16,000 | $1,052k | Jun 30, 2019 | Aug 7, 2019 | |
Simplifi Inc | 15,985 | $1,051k | Jun 30, 2019 | Jul 23, 2019 | |
BTR Capital Management Inc | 15,965 | $1,049k | Jun 30, 2019 | Jul 18, 2019 | |
ELM Advisors LLC | 15,590 | $1,025k | Jun 30, 2019 | Jul 3, 2019 | |
O'Brien Wealth Partners LLC | 15,455 | $1,023k | Jun 30, 2019 | Jul 8, 2019 | |
Cobiz Wealth LLC | 15,146 | $996k | Jun 30, 2019 | Jul 8, 2019 | |
Klingman and Associates LLC | 15,070 | $991k | Jun 30, 2019 | Jul 24, 2019 | |
KMS Financial Services Inc | 15,418 | $989k | Sep 30, 2014 | Nov 17, 2014 | |
BEL AIR Investment Advisors LLC | 15,307 | $977k | Sep 30, 2013 | Nov 12, 2013 | |
The Fiduciary Group LLC | 14,841 | $975k | Jun 30, 2019 | Aug 14, 2019 | |
Diversified Portfolios Inc | 14,734 | $968k | Jun 30, 2019 | Aug 13, 2019 | |
Hoylecohen LLC | 14,703 | $966k | Jun 30, 2019 | Aug 9, 2019 | |
Lifeplan Financial Group Inc | 14,539 | $956k | Jun 30, 2019 | Jul 15, 2019 | |
Marietta Wealth Management LLC | 14,512 | $954k | Jun 30, 2019 | Aug 14, 2019 | |
Cypress Wealth Services LLC | 14,519 | $954k | Jun 30, 2019 | Jul 24, 2019 | |
Lourd Capital LLC | 14,282 | $939k | Jun 30, 2019 | Jul 11, 2019 | |
Brookmont Capital Management LLC | 14,186 | $932k | Jun 30, 2019 | Jul 18, 2019 | |
Lejeune Puetz Investment Counsel | 13,837 | $910k | Jun 30, 2019 | Jul 29, 2019 | |
The Burney Company | 13,653 | $897k | Jun 30, 2019 | Aug 12, 2019 | |
PURE Financial Advisors Inc | 13,575 | $892k | Jun 30, 2019 | Jul 11, 2019 | |
Quadrant Capital Management LLC | 13,523 | $889k | Jun 30, 2019 | Aug 8, 2019 | |
Allen Investment Management LLC | 13,414 | $882k | Jun 30, 2019 | Aug 12, 2019 | |
Cambridge Advisors Inc | 12,798 | $841k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 12,798 | $841k | Jun 30, 2019 | Jul 26, 2019 | |
Armbruster Capital Management Inc | 12,746 | $838k | Jun 30, 2019 | Jul 18, 2019 | |
Telos Capital Management Inc | 12,687 | $834k | Jun 30, 2019 | Jul 19, 2019 | |
Carleon Capital Partners LLC | 12,622 | $830k | Jun 30, 2019 | Aug 13, 2019 | |
Gilman Hill Asset Management LLC | 12,352 | $812k | Jun 30, 2019 | Jul 17, 2019 | |
Formidable Asset Management LLC | 13,791 | $811k | Dec 31, 2018 | Feb 6, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 12,286 | $808k | Jun 30, 2019 | Jul 22, 2019 | |
Clifford SWAN Investment Counsel LLC | 12,066 | $793k | Jun 30, 2019 | Aug 13, 2019 | |
Somerset Group LLC | 11,989 | $788k | Jun 30, 2019 | Aug 12, 2019 | |
Baring International Investment Ltd | 11,520 | $787k | Jun 30, 2014 | Jul 21, 2014 | |
Cahill Financial Advisors Inc | 11,873 | $781k | Jun 30, 2019 | Aug 14, 2019 | |
Wells Trecaso Financial Group LLC | 11,610 | $763k | Jun 30, 2019 | Jul 22, 2019 | |
Shepherd Financial Partners LLC | 11,564 | $760k | Jun 30, 2019 | Aug 5, 2019 | |
Emerald Investment Partners LLC | 11,507 | $756k | Jun 30, 2019 | Aug 12, 2019 | |
Woodmont Investment Counsel LLC | 11,430 | $751k | Jun 30, 2019 | Aug 14, 2019 | |
BHK Investment Advisors LLC | 11,421 | $751k | Jun 30, 2019 | Aug 2, 2019 | |
Carlson Capital Management LLC | 11,399 | $749k | Jun 30, 2019 | Jul 15, 2019 | |
Clear Perspective Advisors LLC | 11,301 | $743k | Jun 30, 2019 | Aug 12, 2019 | |
Eagle Global Advisors LLC | 11,260 | $740k | Jun 30, 2019 | Aug 13, 2019 | |
SNOW Capital Management LP | 11,245 | $739k | Jun 30, 2019 | Aug 13, 2019 | |
Smith Salley & Associates LLC | 11,010 | $724k | Jun 30, 2019 | Jul 12, 2019 | |
Segment Wealth Management LLC | 10,975 | $721k | Jun 30, 2019 | Jul 29, 2019 | |
Pinnacle Family Advisors LLC | 10,875 | $715k | Jun 30, 2019 | Aug 14, 2019 | |
Rossmore Private Capital LLC | 10,788 | $709k | Jun 30, 2019 | Aug 5, 2019 | |
Hengehold Capital Management LLC | 10,428 | $685k | Jun 30, 2019 | Jul 23, 2019 | |
F3Logic LLC | 10,248 | $673k | Jun 30, 2019 | Aug 2, 2019 | |
Gillespie Robinson & Grimm Inc | 10,074 | $662k | Jun 30, 2019 | Jul 22, 2019 | |
Joel Isaacson & Co LLC | 9,980 | $656k | Jun 30, 2019 | Jul 11, 2019 | |
Altavista Wealth Management Inc | 9,682 | $636k | Jun 30, 2019 | Aug 13, 2019 | |
Connecticut Wealth Management LLC | 9,401 | $618k | Jun 30, 2019 | Jul 29, 2019 | |
Round Table Services LLC | 9,314 | $612k | Jun 30, 2019 | Jul 17, 2019 | |
Vontobel Swiss Wealth Advisors AG | 9,290 | $611k | Jun 30, 2019 | Aug 12, 2019 | |
Parthenon LLC | 9,143 | $601k | Jun 30, 2019 | Jul 29, 2019 | |
The Roosevelt Investment Group Inc | 9,114 | $599k | Jun 30, 2019 | Aug 8, 2019 | |
Summit Financial Group Inc | 9,046 | $595k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 9,046 | $595k | Jun 30, 2019 | Jul 3, 2019 | |
Forest Hill Capital LLC | 9,000 | $592k | Jun 30, 2019 | Aug 14, 2019 | |
Elgethun Capital Management | 8,908 | $586k | Jun 30, 2019 | Aug 8, 2019 | |
Madden Advisory Services Inc | 8,507 | $559k | Jun 30, 2019 | Jul 22, 2019 | |
Cypress Capital Management LLC | 8,494 | $558k | Jun 30, 2019 | Aug 5, 2019 | |
RKL Wealth Management LLC | 8,353 | $551k | Jun 30, 2019 | Aug 2, 2019 | |
HM Capital Management LLC | 8,316 | $547k | Jun 30, 2019 | Jul 24, 2019 | |
Mccollum Christoferson Group LLC | 8,242 | $542k | Jun 30, 2019 | Jul 11, 2019 | |
Lombard Odier Transatlantic Limited | 9,000 | $532k | Sep 30, 2016 | Nov 14, 2016 | |
Alley Company LLC | 7,885 | $518k | Jun 30, 2019 | Jul 30, 2019 | |
SMH Capital Advisors LLC | 7,737 | $509k | Jun 30, 2019 | Aug 5, 2019 | |
Guardian Capital Advisors LP | 7,623 | $508k | Jun 30, 2019 | Aug 14, 2019 | |
SFMG LLC | 7,624 | $499k | Jun 30, 2019 | Aug 5, 2019 | |
Signature Financial Management Inc | 8,449 | $496k | Dec 31, 2018 | Feb 13, 2019 | |
Stelac Advisory Services LLC | 7,415 | $487k | Jun 30, 2019 | Jul 29, 2019 | |
DB Root & Company LLC | 7,369 | $484k | Jun 30, 2019 | Jul 19, 2019 | |
Lakeview Capital Partners LLC | 7,343 | $483k | Jun 30, 2019 | Aug 5, 2019 | |
Interactive Financial Advisors Inc | 7,180 | $472k | Jun 30, 2019 | Jul 17, 2019 | |
Modera Wealth Management LLC | 7,184 | $472k | Jun 30, 2019 | Aug 7, 2019 | |
Oarsman Capital Inc | 7,141 | $469k | Jun 30, 2019 | Aug 13, 2019 | |
Sonata Capital Group Inc | 7,140 | $469k | Jun 30, 2019 | Aug 5, 2019 | |
Plancorp LLC | 7,031 | $462k | Jun 30, 2019 | Aug 13, 2019 | |
Measured Wealth Private Client Group LLC | 6,874 | $452k | Jun 30, 2019 | Jul 26, 2019 | |
Summit Asset Management LLC | 6,849 | $450k | Jun 30, 2019 | Aug 7, 2019 | |
Baltimore-Washington Financial Advisors Inc | 6,718 | $442k | Jun 30, 2019 | Jul 25, 2019 | |
Evensky & KATZ LLC | 6,613 | $428k | Mar 31, 2019 | Aug 6, 2019 | |
RNC Capital Management LLC | 6,500 | $427k | Jun 30, 2019 | Jul 25, 2019 | |
WP Advisors LLC | 6,329 | $416k | Jun 30, 2019 | Jul 23, 2019 | |
Sensible Financial Planning and Management LLC | 6,220 | $409k | Jun 30, 2019 | Aug 7, 2019 | |
Successful Portfolios LLC | 6,051 | $398k | Jun 30, 2019 | Jul 11, 2019 | |
Meridian Investment Counsel Inc | 6,006 | $395k | Jun 30, 2019 | Aug 13, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 5,984 | $393k | Jun 30, 2019 | Aug 9, 2019 | |
Gradient Capital Advisors LLC | 5,953 | $391k | Jun 30, 2019 | Jul 16, 2019 | |
Peak Capital Management LLC | 6,171 | $386k | Jun 30, 2019 | Aug 22, 2019 | |
Harborview Advisors LLC | 5,871 | $386k | Jun 30, 2019 | Aug 7, 2019 | |
Nottingham Advisors Inc | 5,699 | $375k | Jun 30, 2019 | Jul 17, 2019 | |
CAMG Solamere Management LLC | 5,672 | $373k | Jun 30, 2019 | Aug 13, 2019 | |
van Hulzen Asset Management LLC | 5,665 | $372k | Jun 30, 2019 | Aug 8, 2019 | |
HT Partners LLC | 5,640 | $371k | Jun 30, 2019 | Jul 9, 2019 | |
Johanson Financial Advisors Inc | 5,487 | $361k | Jun 30, 2019 | Jul 29, 2019 | |
Bigelow Investment Advisors LLC | 5,367 | $353k | Jun 30, 2019 | Jul 17, 2019 | |
Ironwood Wealth Management LLC | 5,158 | $339k | Jun 30, 2019 | Aug 14, 2019 | |
Sunbelt Securities Inc | 5,134 | $337k | Jun 30, 2019 | Aug 1, 2019 | |
Avondale Wealth Management LLC | 5,103 | $335k | Jun 30, 2019 | Jul 26, 2019 | |
Twin Focus Capital Partners LLC | 5,069 | $333k | Jun 30, 2019 | Aug 14, 2019 | |
Newport Wealth Strategies Inc | 5,035 | $330k | Jun 30, 2019 | Jul 22, 2019 | |
S & Co Inc | 5,000 | $329k | Jun 30, 2019 | Jul 23, 2019 | |
Capital Guardian Trust Company | 5,006 | $327k | Jun 30, 2019 | Aug 14, 2019 | |
Ancora Family Wealth Advisors LLC | 5,118 | $303k | Sep 30, 2016 | Nov 4, 2016 | |
REDW Stanley Financial Advisors LLC | 4,562 | $300k | Jun 30, 2019 | Aug 9, 2019 | |
Pinkerton Retirement Specialists LLC | 4,564 | $300k | Jun 30, 2019 | Aug 6, 2019 | |
Carret Asset Management LLC | 4,561 | $300k | Jun 30, 2019 | Aug 12, 2019 | |
Conservest Capital Advisors Inc | 4,441 | $292k | Jun 30, 2019 | Jul 10, 2019 | |
Sandhill Capital Partners LLC | 4,441 | $292k | Jun 30, 2019 | Aug 13, 2019 | |
GHP Investment Advisors Inc | 4,423 | $291k | Jun 30, 2019 | Aug 2, 2019 | |
SPC Financial Inc | 4,410 | $290k | Jun 30, 2019 | Aug 1, 2019 | |
Signature Estate & Investment Advisors LLC | 4,397 | $289k | Jun 30, 2019 | Aug 1, 2019 | |
Cohen Klingenstein LLC | 4,300 | $283k | Jun 30, 2019 | Jul 15, 2019 | |
Huber Financial Advisors LLC | 4,289 | $282k | Jun 30, 2019 | Aug 5, 2019 | |
Butensky & Cohen Financial Security Inc | 4,220 | $277k | Jun 30, 2019 | Jul 12, 2019 | |
Canal Capital Management LLC | 4,212 | $277k | Jun 30, 2019 | Jul 31, 2019 | |
Berkeley Capital Partners LLC | 4,191 | $275k | Jun 30, 2019 | Aug 8, 2019 | |
GM Advisory Group Inc | 4,063 | $267k | Jun 30, 2019 | Aug 9, 2019 | |
American Investment Services Inc | 3,977 | $261k | Jun 30, 2019 | Aug 6, 2019 | |
Futureadvisor Inc | 4,538 | $260k | Sep 30, 2015 | Nov 17, 2015 | |
Capital Planning Advisors LLC | 3,920 | $258k | Jun 30, 2019 | Aug 9, 2019 | |
Willow Creek Wealth Management Inc | 3,896 | $256k | Jun 30, 2019 | Jul 22, 2019 | |
RDL Financial Inc | 3,891 | $256k | Jun 30, 2019 | Jul 17, 2019 | |
Ridgewood Investments LLC | 3,900 | $256k | Jun 30, 2019 | Jul 12, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 3,699 | $243k | Jun 30, 2019 | Aug 13, 2019 | |
Spectrum Management Group Inc | 3,600 | $237k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 3,600 | $237k | Jun 30, 2019 | Aug 2, 2019 | |
Donald L Hagan LLC | 3,569 | $235k | Jun 30, 2019 | Jul 18, 2019 | |
Northstar Wealth Partners LLC | 3,385 | $222k | Jun 30, 2019 | Aug 15, 2019 | |
Acorn Wealth Advisors LLC | 3,514 | $222k | Jun 30, 2019 | Aug 14, 2019 | |
First Manhattan Co | 3,320 | $218k | Jun 30, 2019 | Aug 16, 2019 | |
Blankinship & Foster LLC | 3,234 | $213k | Jun 30, 2019 | Jul 30, 2019 | |
Atalanta Sosnoff Capital LLC | 3,240 | $213k | Jun 30, 2019 | Jul 15, 2019 | |
Howland Capital Management LLC | 3,146 | $207k | Jun 30, 2019 | Jul 17, 2019 | |
Thornburg Investment Management Inc | 3,011 | $198k | Jun 30, 2019 | Aug 6, 2019 | |
Armor Investment Advisors LLC | 2,471 | $162k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 2,471 | $162k | Jun 30, 2019 | Aug 13, 2019 | |
Hallmark Capital Management Inc | 1,559 | $102k | Jun 30, 2019 | Aug 8, 2019 | |
Spiderrock Advisors LLC | 128,600 | $91k | Put | Jun 30, 2019 | Jul 29, 2019 |
Dividend Assets Capital LLC | 1,143 | $75k | Jun 30, 2019 | Jul 12, 2019 | |
Stewardship Financial Advisors LLC | 925 | $61k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 925 | $61k | Jun 30, 2019 | Aug 12, 2019 | |
Toroso Investments LLC | 910 | $59k | Jun 30, 2019 | Aug 15, 2019 | |
Capital Investment Counsel Inc | 766 | $50k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 766 | $50k | Jun 30, 2019 | Jul 26, 2019 | |
Larson Financial Group LLC | 672 | $44k | Jun 30, 2019 | Jul 16, 2019 | |
Transamerica Financial Advisors Inc | 558 | $37k | Jun 30, 2019 | Aug 21, 2019 | |
The Bollard Group LLC | 203 | $13k | Jun 30, 2019 | Aug 13, 2019 | |
Strategic Financial Group LLC | 70 | $5k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 70 | $5k | Jun 30, 2019 | Jul 29, 2019 | |
Colonial Trust Advisors Inc | 61 | $4k | Jun 30, 2019 | Aug 21, 2019 |