COSTCO WHSL CORP
(22160K105)
ファンドの報告 COSTCO WHSL CORP 13F提出書類による
| 商号 | 保有株式/元本 | 市場価格 | オプション | 報告期間 | 有効日 |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 8,178 | $2,161,118k | Jun 30, 2019 | Aug 6, 2019 | |
| GS Investments Inc | 7,712 | $2,037,973k | Jun 30, 2019 | Aug 9, 2019 | |
| Janus Capital Management LLC | 4,302,603 | $721,490k | Mar 31, 2017 | May 16, 2017 | |
| Cantab Capital Partners LLP | 1,276 | $210,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Provident Trust Company | 700,050 | $184,995k | Jun 30, 2019 | Aug 1, 2019 | |
| Acadian Asset Management LLC | 566,250 | $149,636k | Jun 30, 2019 | Aug 8, 2019 | |
| Brown Brothers Harriman & Co | 554,490 | $146,530k | Jun 30, 2019 | Aug 14, 2019 | |
| Hosking Partners LLP | 521,945 | $137,929k | Jun 30, 2019 | Aug 13, 2019 | |
| Williams Jones & Associates LLC | 487,257 | $128,763k | Jun 30, 2019 | Aug 14, 2019 | |
| Congress Asset Management Company LLP | 344,277 | $90,979k | Jun 30, 2019 | Aug 7, 2019 | |
| Capital Guardian Trust Company | 277,101 | $73,245k | Jun 30, 2019 | Aug 14, 2019 | |
| Douglass Winthrop Advisors LLC | 237,330 | $62,717k | Jun 30, 2019 | Jul 10, 2019 | |
| Marathon Asset Management LLP | 232,625 | $61,470k | Jun 30, 2019 | Jul 15, 2019 | |
| Personal Capital Advisors Corporation | 214,652 | $56,724k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli Funds LLC | 196,000 | $51,795k | Jun 30, 2019 | Aug 2, 2019 | |
| Clifford SWAN Investment Counsel LLC | 181,436 | $47,946k | Jun 30, 2019 | Aug 13, 2019 | |
| AMI Asset Management Corp | 174,394 | $46,085k | Jun 30, 2019 | Aug 5, 2019 | |
| William Blair Investment Management LLC | 150,192 | $39,690k | Jun 30, 2019 | Aug 9, 2019 | |
| Apertura Capital LLC | 1,500 | $39,639k | Put | Jun 30, 2019 | Aug 12, 2019 |
| Birch Hill Investment Advisors LLC | 138,193 | $36,519k | Jun 30, 2019 | Jul 22, 2019 | |
| Sawgrass Asset Management LLC | 135,543 | $35,819k | Jun 30, 2019 | Jul 23, 2019 | |
| Payden & Rygel | 118,000 | $31,183k | Jun 30, 2019 | Aug 6, 2019 | |
| Cadinha & Co LLC | 117,589 | $31,074k | Jun 30, 2019 | Aug 9, 2019 | |
| Managed Account Advisors LLC | 209,954 | $28,356k | Jun 30, 2015 | Aug 14, 2015 | |
| Lourd Capital LLC | 106,793 | $28,221k | Jun 30, 2019 | Jul 11, 2019 | |
| Chesley TAFT & Associates LLC | 101,966 | $26,946k | Jun 30, 2019 | Jul 10, 2019 | |
| Castleark Management LLC | 94,704 | $25,026k | Jun 30, 2019 | Aug 13, 2019 | |
| Panagora Asset Management Inc | 90,259 | $23,852k | Jun 30, 2019 | Aug 9, 2019 | |
| Trillium Asset Management LLC | 89,426 | $23,632k | Jun 30, 2019 | Aug 8, 2019 | |
| EP Wealth Advisors LLC | 87,286 | $23,066k | Jun 30, 2019 | Aug 27, 2019 | |
| Pacific Heights Asset Management LLC | 85,000 | $22,462k | Jun 30, 2019 | Jul 23, 2019 | |
| Crestwood Advisors Group LLC | 83,959 | $22,187k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Investment Counsel Inc | 80,257 | $21,209k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 80,257 | $21,209k | Jun 30, 2019 | Jul 26, 2019 | |
| Dupont Capital Management Corp | 80,182 | $21,189k | Jun 30, 2019 | Jul 30, 2019 | |
| Violich Capital Management | 79,934 | $21,123k | Jun 30, 2019 | Jul 22, 2019 | |
| Badgley Phelps and Bell Inc | 79,760 | $21,077k | Jun 30, 2019 | Jul 30, 2019 | |
| Guardian Capital LP | 77,031 | $20,356k | Jun 30, 2019 | Aug 14, 2019 | |
| Atalanta Sosnoff Capital LLC | 74,300 | $19,635k | Jun 30, 2019 | Jul 15, 2019 | |
| The Investment House LLC | 74,229 | $19,616k | Jun 30, 2019 | Aug 5, 2019 | |
| Friess Associates LLC | 74,210 | $19,611k | Jun 30, 2019 | Aug 14, 2019 | |
| Eulav Asset Management | 73,000 | $19,291k | Jun 30, 2019 | Aug 5, 2019 | |
| Cookson Peirce & Co Inc | 72,532 | $19,167k | Jun 30, 2019 | Jul 31, 2019 | |
| Pacer Advisors Inc | 71,958 | $19,016k | Jun 30, 2019 | Aug 12, 2019 | |
| Adams Diversified Equity Fund Inc | 70,300 | $18,577k | Jun 30, 2019 | Jul 29, 2019 | |
| Asset Advisors Investment Management LLC | 70,145 | $18,537k | Jun 30, 2019 | Jul 25, 2019 | |
| Howard Capital Management Inc | 64,980 | $17,172k | Jun 30, 2019 | Jul 24, 2019 | |
| Cidel Asset Management Inc | 64,935 | $17,160k | Jun 30, 2019 | Aug 12, 2019 | |
| Chilton Capital Management LLC | 58,390 | $15,430k | Jun 30, 2019 | Aug 13, 2019 | |
| YHB Investment Advisors Inc | 57,853 | $15,288k | Jun 30, 2019 | Jul 15, 2019 | |
| Barometer Capital Management Inc | 56,050 | $14,812k | Jun 30, 2019 | Aug 13, 2019 | |
| Marco Investment Management LLC | 55,431 | $14,648k | Jun 30, 2019 | Aug 6, 2019 | |
| Nelson Roberts Investment Advisors LLC | 55,192 | $14,585k | Jun 30, 2019 | Jul 25, 2019 | |
| RWC Asset Management LLP | 54,514 | $14,407k | Jun 30, 2019 | Aug 13, 2019 | |
| GW&K Investment Management LLC | 54,505 | $14,403k | Jun 30, 2019 | Aug 6, 2019 | |
| Cambridge Investment Research Advisors Inc | 53,576 | $14,158k | Jun 30, 2019 | Aug 15, 2019 | |
| Ashfield Capital Partners LLC | 53,218 | $14,063k | Jun 30, 2019 | Jul 29, 2019 | |
| Avalon Advisors LLC | 52,761 | $13,943k | Jun 30, 2019 | Aug 14, 2019 | |
| Merriman Wealth Management LLC | 5,195 | $13,691k | Jun 30, 2019 | Jul 31, 2019 | |
| Dowling & Yahnke LLC | 49,729 | $13,141k | Jun 30, 2019 | Jul 22, 2019 | |
| Motley FOOL Asset Management LLC | 47,545 | $12,564k | Jun 30, 2019 | Aug 14, 2019 | |
| Aureus Asset Management LLC | 46,135 | $12,192k | Jun 30, 2019 | Aug 14, 2019 | |
| Zevin Asset Management LLC | 45,489 | $12,021k | Jun 30, 2019 | Aug 6, 2019 | |
| Middleton & Company Inc | 44,797 | $11,838k | Jun 30, 2019 | Jul 25, 2019 | |
| Azimuth Capital Management LLC | 44,774 | $11,832k | Jun 30, 2019 | Aug 13, 2019 | |
| TDAM USA Inc | 44,539 | $11,770k | Jun 30, 2019 | Aug 1, 2019 | |
| Highland Capital Management LLC | 43,783 | $11,570k | Jun 30, 2019 | Jul 29, 2019 | |
| The Leuthold Group LLC | 42,907 | $11,339k | Jun 30, 2019 | Aug 14, 2019 | |
| CPWM LLC | 42,419 | $11,210k | Jun 30, 2019 | Aug 2, 2019 | |
| Gratus Capital LLC | 41,318 | $10,919k | Jun 30, 2019 | Aug 7, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 41,082 | $10,856k | Jun 30, 2019 | Aug 6, 2019 | |
| Harvey Investment Company LLC | 40,723 | $10,761k | Jun 30, 2019 | Jul 16, 2019 | |
| Dividend Assets Capital LLC | 39,794 | $10,516k | Jun 30, 2019 | Jul 12, 2019 | |
| QS Investors LLC | 39,030 | $10,315k | Jun 30, 2019 | Aug 14, 2019 | |
| OFI Advisors LLC | 69,313 | $10,021k | Sep 30, 2015 | Nov 16, 2015 | |
| Richard Bernstein Advisors LLC | 37,675 | $9,955k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornerstone Advisors Inc | 39,500 | $9,565k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 39,500 | $9,565k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 39,500 | $9,565k | Mar 31, 2019 | May 13, 2019 | |
| Nippon Life Global Investors Americas Inc | 35,990 | $9,511k | Jun 30, 2019 | Jul 23, 2019 | |
| Appleton Partners Inc | 35,626 | $9,415k | Jun 30, 2019 | Jul 25, 2019 | |
| Cobiz Wealth LLC | 35,021 | $9,255k | Jun 30, 2019 | Jul 8, 2019 | |
| Hoylecohen LLC | 34,703 | $9,171k | Jun 30, 2019 | Aug 9, 2019 | |
| Chelsea Counsel Company | 43,384 | $9,066k | Jun 30, 2018 | Oct 3, 2018 | |
| Private Wealth Partners LLC | 33,314 | $8,804k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 33,314 | $8,804k | Jun 30, 2019 | Aug 6, 2019 | |
| Brightworth LLC | 32,715 | $8,645k | Jun 30, 2019 | Jul 31, 2019 | |
| Becker Capital Management Inc | 32,001 | $8,457k | Jun 30, 2019 | Aug 8, 2019 | |
| Mastrapasqua Asset Management Inc | 31,810 | $8,406k | Jun 30, 2019 | Aug 12, 2019 | |
| Abbrea Capital LLC | 30,919 | $8,171k | Jun 30, 2019 | Jul 31, 2019 | |
| Mengis Capital Management Inc | 30,819 | $8,144k | Jun 30, 2019 | Jul 18, 2019 | |
| Mccollum Christoferson Group LLC | 30,530 | $8,068k | Jun 30, 2019 | Jul 11, 2019 | |
| South Texas Money Management Ltd | 29,781 | $7,870k | Jun 30, 2019 | Jul 2, 2019 | |
| Cohen & Steers Capital Management Inc | 50,600 | $7,666k | Mar 31, 2015 | May 15, 2015 | |
| Sentry Investment Management LLC | 27,381 | $7,236k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 27,381 | $7,236k | Jun 30, 2019 | Aug 12, 2019 | |
| Madison Investment Holdings Inc | 26,922 | $7,114k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Common Asset Management LLC | 26,899 | $7,108k | Jun 30, 2019 | Jul 26, 2019 | |
| Woodstock Corporation | 26,572 | $7,022k | Jun 30, 2019 | Jul 3, 2019 | |
| The Central Trust Bank | 25,422 | $6,718k | Jun 30, 2019 | Jul 16, 2019 | |
| Marketfield Asset Management LLC | 24,340 | $6,432k | Jun 30, 2019 | Aug 6, 2019 | |
| Mcguire Investment Group LLC | 22,721 | $6,004k | Jun 30, 2019 | Jul 25, 2019 | |
| Bruderman Asset Management LLC | 22,532 | $5,954k | Jun 30, 2019 | Aug 12, 2019 | |
| Frontier Wealth Management LLC | 22,322 | $5,899k | Jun 30, 2019 | Aug 16, 2019 | |
| Hutner Capital Management Inc | 22,078 | $5,834k | Jun 30, 2019 | Aug 7, 2019 | |
| Lyell Wealth Management LP | 22,055 | $5,828k | Jun 30, 2019 | Aug 1, 2019 | |
| Thomas Story and SON LLC | 21,780 | $5,756k | Jun 30, 2019 | Jul 29, 2019 | |
| Liberty Capital Management Inc | 21,035 | $5,559k | Jun 30, 2019 | Jul 15, 2019 | |
| Addenda Capital Inc | 21,032 | $5,558k | Jun 30, 2019 | Jul 12, 2019 | |
| Capco Asset Management LLC | 20,878 | $5,517k | Jun 30, 2019 | Aug 8, 2019 | |
| Alley Company LLC | 20,874 | $5,516k | Jun 30, 2019 | Jul 30, 2019 | |
| Sitrin Capital Management LLC | 20,822 | $5,502k | Jun 30, 2019 | Jul 17, 2019 | |
| ACG Wealth Inc | 20,509 | $5,420k | Jun 30, 2019 | Aug 6, 2019 | |
| Greystone Managed Investments Inc | 20,474 | $5,410k | Jun 30, 2019 | Jul 23, 2019 | |
| SFE Investment Counsel Inc | 19,844 | $5,244k | Jun 30, 2019 | Jul 26, 2019 | |
| Bragg Financial Advisors Inc | 19,591 | $5,177k | Jun 30, 2019 | Aug 14, 2019 | |
| The Caprock Group Inc | 19,587 | $5,176k | Jun 30, 2019 | Jul 23, 2019 | |
| Semper Augustus Investments Group LLC | 19,530 | $5,161k | Jun 30, 2019 | Aug 13, 2019 | |
| The Northstar Group Inc | 19,396 | $5,125k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 19,396 | $5,125k | Jun 30, 2019 | Jul 12, 2019 | |
| NWAM LLC | 19,196 | $5,073k | Jun 30, 2019 | Jul 18, 2019 | |
| Vision Capital Management Inc | 18,865 | $4,985k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 18,865 | $4,985k | Jun 30, 2019 | Jul 29, 2019 | |
| Argus Investors' Counsel Inc | 18,425 | $4,869k | Jun 30, 2019 | Jul 10, 2019 | |
| Mcmillion Capital Management Inc | 18,257 | $4,825k | Jun 30, 2019 | Jul 25, 2019 | |
| Progressive Investment Management Corporation | 18,193 | $4,808k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealthplan Partners Inc | 17,372 | $4,799k | Jun 30, 2019 | Aug 19, 2019 | |
| RKL Wealth Management LLC | 18,173 | $4,798k | Jun 30, 2019 | Aug 2, 2019 | |
| California Capital Advisors Inc | 18,126 | $4,790k | Jun 30, 2019 | Jul 15, 2019 | |
| Capital Planning Advisors LLC | 17,738 | $4,687k | Jun 30, 2019 | Aug 9, 2019 | |
| Mckinley Carter Wealth Services Inc | 17,653 | $4,665k | Jun 30, 2019 | Aug 2, 2019 | |
| LEE Financial Group Hawaii Inc | 17,526 | $4,631k | Jun 30, 2019 | Jul 30, 2019 | |
| Monetta Financial Services Inc | 17,500 | $4,625k | Jun 30, 2019 | Aug 9, 2019 | |
| Carderock Capital Management Inc | 17,222 | $4,551k | Jun 30, 2019 | Jul 15, 2019 | |
| Goelzer Investment Management Inc | 17,098 | $4,518k | Jun 30, 2019 | Jul 29, 2019 | |
| Beese Fulmer Investment Management Inc | 16,886 | $4,462k | Jun 30, 2019 | Jul 5, 2019 | |
| Ipswich Investment Management Company Inc | 16,723 | $4,419k | Jun 30, 2019 | Jul 11, 2019 | |
| Motley FOOL Wealth Management LLC | 16,586 | $4,383k | Jun 30, 2019 | Aug 14, 2019 | |
| The Bollard Group LLC | 16,396 | $4,333k | Jun 30, 2019 | Aug 13, 2019 | |
| Kiley Juergens Wealth Management LLC | 16,369 | $4,325k | Jun 30, 2019 | Jul 11, 2019 | |
| Arlington Financial Advisors LLC | 16,039 | $4,238k | Jun 30, 2019 | Aug 5, 2019 | |
| Sigma Investment Counselors Inc | 15,748 | $4,162k | Jun 30, 2019 | Jul 23, 2019 | |
| First Manhattan Co | 15,576 | $4,116k | Jun 30, 2019 | Aug 16, 2019 | |
| Contravisory Investment Management Inc | 15,514 | $4,100k | Jun 30, 2019 | Jul 9, 2019 | |
| GHP Investment Advisors Inc | 15,469 | $4,088k | Jun 30, 2019 | Aug 2, 2019 | |
| Dearborn Partners LLC | 14,191 | $3,750k | Jun 30, 2019 | Jul 29, 2019 | |
| BLB & B Advisors LLC | 14,169 | $3,744k | Jun 30, 2019 | Jul 29, 2019 | |
| BOYS Arnold & Company Inc | 14,092 | $3,724k | Jun 30, 2019 | Aug 1, 2019 | |
| BFSG LLC | 14,094 | $3,724k | Jun 30, 2019 | Jul 30, 2019 | |
| Mitchell Capital Management Co | 13,960 | $3,689k | Jun 30, 2019 | Jul 24, 2019 | |
| Montag A & Associates Inc | 13,629 | $3,602k | Jun 30, 2019 | Aug 6, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 13,601 | $3,594k | Jun 30, 2019 | Aug 9, 2019 | |
| Carnick & Kubik Group LLC | 13,519 | $3,573k | Jun 30, 2019 | Jul 30, 2019 | |
| Stokes Capital Advisors LLC | 13,504 | $3,569k | Jun 30, 2019 | Jul 15, 2019 | |
| van Hulzen Asset Management LLC | 13,336 | $3,524k | Jun 30, 2019 | Aug 8, 2019 | |
| WEIK Capital Management Inc | 13,158 | $3,477k | Jun 30, 2019 | Aug 9, 2019 | |
| Quadrant Capital Management LLC | 13,099 | $3,462k | Jun 30, 2019 | Aug 8, 2019 | |
| Broadleaf Partners LLC | 13,037 | $3,445k | Jun 30, 2019 | Jul 19, 2019 | |
| Navellier & Associates Inc | 13,032 | $3,444k | Jun 30, 2019 | Jul 17, 2019 | |
| 180 Wealth Advisors LLC | 12,532 | $3,441k | Jun 30, 2019 | Aug 5, 2019 | |
| Element Capital Management LLC | 13,017 | $3,440k | Jun 30, 2019 | Aug 14, 2019 | |
| NEXT Century Growth Investors LLC | 12,540 | $3,313k | Jun 30, 2019 | Aug 14, 2019 | |
| Brasada Capital Management LP | 12,233 | $3,292k | Jun 30, 2019 | Aug 7, 2019 | |
| Stillwater Investment Management LLC | 11,906 | $3,146k | Jun 30, 2019 | Jul 3, 2019 | |
| Hennessy Advisors Inc | 11,800 | $3,118k | Jun 30, 2019 | Jul 11, 2019 | |
| Pecaut & Co | 11,770 | $3,110k | Jun 30, 2019 | Aug 8, 2019 | |
| Clearstead Advisors LLC | 11,763 | $3,109k | Jun 30, 2019 | Aug 8, 2019 | |
| HCR Wealth Advisors | 11,654 | $3,080k | Jun 30, 2019 | Jul 25, 2019 | |
| Sowell Financial Services LLC | 12,707 | $3,077k | Mar 31, 2019 | May 15, 2019 | |
| BECK MACK & Oliver LLC | 11,635 | $3,075k | Jun 30, 2019 | Aug 13, 2019 | |
| Buckley Wealth Management LLC | 11,540 | $3,050k | Jun 30, 2019 | Jul 19, 2019 | |
| Hartline Investment Corp | 11,525 | $3,046k | Jun 30, 2019 | Aug 8, 2019 | |
| BRAY Capital Advisors LLC | 11,357 | $3,001k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic Financial Services Inc | 11,186 | $2,956k | Jun 30, 2019 | Aug 13, 2019 | |
| Marietta Wealth Management LLC | 10,984 | $2,903k | Jun 30, 2019 | Aug 14, 2019 | |
| Mount Lucas Management LP | 10,843 | $2,865k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacific Global Investment Management Co | 10,198 | $2,695k | Jun 30, 2019 | Aug 14, 2019 | |
| PFG Advisors LLC | 9,495 | $2,672k | Jun 30, 2019 | Aug 5, 2019 | |
| Main Street Research LLC | 10,092 | $2,667k | Jun 30, 2019 | Aug 8, 2019 | |
| Auxier Asset Management LLC | 9,829 | $2,597k | Jun 30, 2019 | Aug 15, 2019 | |
| PRIO Wealth Limited Partnership | 9,665 | $2,554k | Jun 30, 2019 | Jul 18, 2019 | |
| Baldwin Investment Management LLC | 9,435 | $2,493k | Jun 30, 2019 | Aug 6, 2019 | |
| Salem Capital Management Inc | 9,345 | $2,470k | Jun 30, 2019 | Jul 9, 2019 | |
| Cohen Capital Management Inc | 9,204 | $2,432k | Jun 30, 2019 | Aug 7, 2019 | |
| West Oak Capital LLC | 9,190 | $2,429k | Jun 30, 2019 | Jul 12, 2019 | |
| Centenus Global Management LP | 9,000 | $2,378k | Jun 30, 2019 | Aug 14, 2019 | |
| Miracle MILE Advisors LLC | 8,856 | $2,340k | Jun 30, 2019 | Aug 7, 2019 | |
| Telos Capital Management Inc | 8,826 | $2,333k | Jun 30, 2019 | Jul 19, 2019 | |
| KMS Financial Services Inc | 18,546 | $2,324k | Sep 30, 2014 | Nov 17, 2014 | |
| Nikulski Financial Inc | 8,195 | $2,307k | Jun 30, 2019 | Jul 22, 2019 | |
| Woodmont Investment Counsel LLC | 8,461 | $2,236k | Jun 30, 2019 | Aug 14, 2019 | |
| Baker Ellis Asset Management LLC | 8,453 | $2,234k | Jun 30, 2019 | Aug 12, 2019 | |
| Harbour Capital Advisors LLC | 8,379 | $2,214k | Jun 30, 2019 | Jul 10, 2019 | |
| SVA Plumb Wealth Management LLC | 7,991 | $2,112k | Jun 30, 2019 | Aug 13, 2019 | |
| Somerset Group LLC | 7,780 | $2,056k | Jun 30, 2019 | Aug 12, 2019 | |
| Alpha Cubed Investments LLC | 7,596 | $2,007k | Jun 30, 2019 | Jul 19, 2019 | |
| Hall Capital Management Company Inc | 7,508 | $1,984k | Jun 30, 2019 | Aug 14, 2019 | |
| BTR Capital Management Inc | 7,383 | $1,951k | Jun 30, 2019 | Jul 18, 2019 | |
| 1919 Investment Counsel LLC | 15,476 | $1,940k | Sep 30, 2014 | Nov 14, 2014 | |
| Cavalier Investments LLC | 7,200 | $1,903k | Jun 30, 2019 | Jul 31, 2019 | |
| Benin Management Corp | 6,990 | $1,847k | Jun 30, 2019 | Jul 31, 2019 | |
| Tradition Capital Management LLC | 7,538 | $1,825k | Mar 31, 2019 | May 7, 2019 | |
| CWA Asset Management Group LLC | 6,876 | $1,817k | Jun 30, 2019 | Aug 13, 2019 | |
| Kingfisher Capital LLC | 6,693 | $1,769k | Jun 30, 2019 | Aug 14, 2019 | |
| Wright Investors Service Inc | 6,677 | $1,764k | Jun 30, 2019 | Aug 1, 2019 | |
| Tiemann Investment Advisors LLC | 6,509 | $1,720k | Jun 30, 2019 | Aug 13, 2019 | |
| Cohen Klingenstein LLC | 6,400 | $1,691k | Jun 30, 2019 | Jul 15, 2019 | |
| Tocqueville Asset Management LP | 6,388 | $1,688k | Jun 30, 2019 | Jul 31, 2019 | |
| The Rikoon Group LLC | 6,340 | $1,676k | Jun 30, 2019 | Aug 6, 2019 | |
| Geneva Capital Management LLC | 13,221 | $1,657k | Sep 30, 2014 | Nov 14, 2014 | |
| Cypress Wealth Services LLC | 6,226 | $1,645k | Jun 30, 2019 | Jul 24, 2019 | |
| SOL Capital Management Co | 6,164 | $1,629k | Jun 30, 2019 | Jul 17, 2019 | |
| Altium Wealth Management LLC | 6,076 | $1,606k | Jun 30, 2019 | Jul 18, 2019 | |
| Willow Creek Wealth Management Inc | 6,012 | $1,589k | Jun 30, 2019 | Jul 22, 2019 | |
| Profit Investment Management LLC | 6,012 | $1,589k | Jun 30, 2019 | Jul 16, 2019 | |
| Ascension Asset Management LLC | 5,960 | $1,575k | Jun 30, 2019 | Jul 23, 2019 | |
| Venturi Wealth Management LLC | 5,935 | $1,568k | Jun 30, 2019 | Aug 7, 2019 | |
| KCS Wealth Advisory LLC | 5,933 | $1,568k | Jun 30, 2019 | Jul 29, 2019 | |
| Steinberg Global Asset Management Ltd | 6,381 | $1,545k | Mar 31, 2019 | Apr 24, 2019 | |
| West Coast Financial LLC | 5,739 | $1,517k | Jun 30, 2019 | Jul 16, 2019 | |
| Baker Avenue Asset Management LP | 5,725 | $1,513k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 5,711 | $1,509k | Jun 30, 2019 | Aug 7, 2019 | |
| Aristotle Atlantic Partners LLC | 5,697 | $1,506k | Jun 30, 2019 | Aug 13, 2019 | |
| Confluence Wealth Management LLC | 5,633 | $1,489k | Jun 30, 2019 | Aug 9, 2019 | |
| Savant Capital LLC | 5,457 | $1,442k | Jun 30, 2019 | Aug 6, 2019 | |
| Brown Advisory Securities LLC | 5,347 | $1,416k | Jun 30, 2019 | Aug 12, 2019 | |
| Northstar Wealth Partners LLC | 5,357 | $1,416k | Jun 30, 2019 | Aug 15, 2019 | |
| Gardner Russo & Gardner LLC | 5,092 | $1,346k | Jun 30, 2019 | Aug 13, 2019 | |
| Hanseatic Management Services Inc | 5,095 | $1,346k | Jun 30, 2019 | Jul 19, 2019 | |
| Crawford Investment Counsel Inc | 5,070 | $1,340k | Jun 30, 2019 | Aug 12, 2019 | |
| Dedora Capital Inc | 5,048 | $1,334k | Jun 30, 2019 | Aug 8, 2019 | |
| COE Capital Management LLC | 4,959 | $1,310k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiedemann Advisors LLC | 4,942 | $1,307k | Jun 30, 2019 | Aug 13, 2019 | |
| Douglas Lane & Associates LLC | 4,820 | $1,274k | Jun 30, 2019 | Jul 8, 2019 | |
| Grandfield & DODD LLC | 4,799 | $1,268k | Jun 30, 2019 | Jul 29, 2019 | |
| DUFF & Phelps Investment Management Co | 4,725 | $1,249k | Jun 30, 2019 | Aug 2, 2019 | |
| S & Co Inc | 4,715 | $1,246k | Jun 30, 2019 | Jul 23, 2019 | |
| Condor Capital Management | 4,690 | $1,239k | Jun 30, 2019 | Aug 5, 2019 | |
| Keeler Thomas Management LLC | 4,640 | $1,226k | Jun 30, 2019 | Jul 31, 2019 | |
| Exchange Capital Management Inc | 4,551 | $1,203k | Jun 30, 2019 | Jul 22, 2019 | |
| Seabridge Investment Advisors LLC | 4,522 | $1,195k | Jun 30, 2019 | Jul 18, 2019 | |
| Arrowmark Colorado Holdings LLC | 4,483 | $1,185k | Jun 30, 2019 | Aug 14, 2019 | |
| Wespac Advisors Socal LLC | 4,460 | $1,178k | Jun 30, 2019 | Jul 30, 2019 | |
| Transamerica Financial Advisors Inc | 4,452 | $1,177k | Jun 30, 2019 | Aug 21, 2019 | |
| Sonata Capital Group Inc | 4,451 | $1,176k | Jun 30, 2019 | Aug 5, 2019 | |
| Ancora Family Wealth Advisors LLC | 7,686 | $1,172k | Sep 30, 2016 | Nov 4, 2016 | |
| Advisors Capital Management LLC | 4,361 | $1,153k | Jun 30, 2019 | Aug 15, 2019 | |
| Lakeview Capital Partners LLC | 4,310 | $1,139k | Jun 30, 2019 | Aug 5, 2019 | |
| Intersect Capital LLC | 4,288 | $1,133k | Jun 30, 2019 | Aug 9, 2019 | |
| Pratt Collard Advisory Partners LLC | 4,273 | $1,129k | Jun 30, 2019 | Jul 16, 2019 | |
| SAND Hill Global Advisors LLC | 4,251 | $1,123k | Jun 30, 2019 | Aug 13, 2019 | |
| Bernicke Wealth Management Ltd | 4,210 | $1,112k | Jun 30, 2019 | Aug 5, 2019 | |
| Twin Capital Management Inc | 4,188 | $1,107k | Jun 30, 2019 | Aug 1, 2019 | |
| Lucia Wealth Services LLC | 3,991 | $1,055k | Jun 30, 2019 | Jul 23, 2019 | |
| Daiwa SB Investments USA Ltd | 4,350 | $1,053k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 4,350 | $1,053k | Mar 31, 2019 | Apr 18, 2019 | |
| Cahill Financial Advisors Inc | 3,977 | $1,051k | Jun 30, 2019 | Aug 14, 2019 | |
| Monetary Management Group Inc | 3,875 | $1,024k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Family Office LLC | 3,865 | $1,021k | Jun 30, 2019 | Jul 30, 2019 | |
| Bingham Osborn & Scarborough LLC | 3,803 | $1,005k | Jun 30, 2019 | Aug 2, 2019 | |
| Mission Wealth Management LP | 3,753 | $992k | Jun 30, 2019 | Aug 9, 2019 | |
| Marble Harbor Investment Counsel LLC | 3,736 | $987k | Jun 30, 2019 | Aug 7, 2019 | |
| Gideon Capital Advisors Inc | 3,704 | $979k | Jun 30, 2019 | Aug 14, 2019 | |
| Blue CHIP Wealth Management Inc | 3,675 | $971k | Jun 30, 2019 | Aug 13, 2019 | |
| Taurus Asset Management LLC | 3,657 | $966k | Jun 30, 2019 | Aug 14, 2019 | |
| Dorchester Wealth Management Company | 3,565 | $942k | Jun 30, 2019 | Jul 19, 2019 | |
| Princeton Capital Management LLC | 3,545 | $937k | Jun 30, 2019 | Aug 12, 2019 | |
| Clark Capital Management Group Inc | 3,452 | $912k | Jun 30, 2019 | Jul 12, 2019 | |
| Independent Investors Inc | 3,446 | $910k | Jun 30, 2019 | Jul 18, 2019 | |
| Mairs and Power Inc | 3,422 | $904k | Jun 30, 2019 | Aug 14, 2019 | |
| Shikiar Asset Management Inc | 3,350 | $885k | Jun 30, 2019 | Jul 25, 2019 | |
| Harfst and Associates Inc | 3,349 | $885k | Jun 30, 2019 | Aug 14, 2019 | |
| BTC Capital Management Inc | 3,301 | $871k | Jun 30, 2019 | Jul 26, 2019 | |
| CWH Capital Management Inc | 3,273 | $865k | Jun 30, 2019 | Aug 14, 2019 | |
| Family Legacy Inc | 3,167 | $837k | Jun 30, 2019 | Jul 25, 2019 | |
| Aries Wealth Management LLC | 3,092 | $829k | Jun 30, 2019 | Jul 15, 2019 | |
| Zevenbergen Capital Investments LLC | 3,100 | $819k | Jun 30, 2019 | Aug 13, 2019 | |
| United Asset Strategies Inc | 3,090 | $817k | Jun 30, 2019 | Jul 31, 2019 | |
| Capwealth Advisors LLC | 3,077 | $813k | Jun 30, 2019 | Aug 13, 2019 | |
| Court Place Advisors LLC | 3,074 | $812k | Jun 30, 2019 | Jul 30, 2019 | |
| Murphy Capital Management Inc | 3,035 | $802k | Jun 30, 2019 | Jul 22, 2019 | |
| Grassi Investment Management LLC | 3,010 | $795k | Jun 30, 2019 | Jul 10, 2019 | |
| Spinnaker Investment Group LLC | 3,010 | $795k | Jun 30, 2019 | Jul 11, 2019 | |
| American National Registered Investment Advisor Inc | 3,005 | $794k | Jun 30, 2019 | Aug 5, 2019 | |
| Johanson Financial Advisors Inc | 2,990 | $791k | Jun 30, 2019 | Jul 29, 2019 | |
| Homrich & BERG Inc | 2,986 | $789k | Jun 30, 2019 | Aug 5, 2019 | |
| ELM Advisors LLC | 2,985 | $789k | Jun 30, 2019 | Jul 3, 2019 | |
| DB Root & Company LLC | 2,985 | $788k | Jun 30, 2019 | Jul 19, 2019 | |
| The Roosevelt Investment Group Inc | 2,928 | $774k | Jun 30, 2019 | Aug 8, 2019 | |
| Tributary Capital Management LLC | 2,900 | $766k | Jun 30, 2019 | Jul 11, 2019 | |
| Accuvest Global Advisors | 2,895 | $765k | Jun 30, 2019 | Jul 17, 2019 | |
| Fieldpoint Private Securities LLC | 2,891 | $764k | Jun 30, 2019 | Aug 14, 2019 | |
| Horan Securities Inc | 2,813 | $743k | Jun 30, 2019 | Jul 24, 2019 | |
| Joel Isaacson & Co LLC | 2,813 | $743k | Jun 30, 2019 | Jul 11, 2019 | |
| JGP Wealth Management LLC | 2,787 | $736k | Jun 30, 2019 | Jul 15, 2019 | |
| Summit X | 2,767 | $735k | Jun 30, 2019 | Aug 13, 2019 | |
| Arjuna Capital LLC | 2,741 | $725k | Jun 30, 2019 | Aug 21, 2019 | |
| Alkeon Capital Management LLC | 2,722 | $719k | Jun 30, 2019 | Aug 14, 2019 | |
| Keating Investment Counselors Inc | 2,693 | $712k | Jun 30, 2019 | Aug 1, 2019 | |
| Rossmore Private Capital LLC | 2,633 | $696k | Jun 30, 2019 | Aug 5, 2019 | |
| Sequoia Financial Advisors LLC | 2,605 | $688k | Jun 30, 2019 | Jul 31, 2019 | |
| SFMG LLC | 2,439 | $686k | Jun 30, 2019 | Aug 5, 2019 | |
| MARK Sheptoff Financial Planning LLC | 2,535 | $670k | Jun 30, 2019 | Aug 12, 2019 | |
| Secrest Blakey & Associates LLC | 2,515 | $665k | Jun 30, 2019 | Aug 13, 2019 | |
| SNS Financial Group LLC | 2,509 | $663k | Jun 30, 2019 | Jul 26, 2019 | |
| Lenox Wealth Advisors LLC | 2,500 | $661k | Jun 30, 2019 | Jul 12, 2019 | |
| Cornell Pochily Investment Advisors Inc | 2,490 | $658k | Jun 30, 2019 | Jul 22, 2019 | |
| MRAZ Amerine & Associates Inc | 2,479 | $655k | Jun 30, 2019 | Aug 2, 2019 | |
| Ruane Cunniff & Goldfarb LP | 2,479 | $655k | Jun 30, 2019 | Aug 14, 2019 | |
| Nicholas Hoffman & Company LLC | 2,473 | $654k | Jun 30, 2019 | Aug 12, 2019 | |
| Choate Investment Advisors LLC | 2,422 | $640k | Jun 30, 2019 | Aug 14, 2019 | |
| Conestoga Capital Advisors LLC | 2,410 | $637k | Jun 30, 2019 | Aug 2, 2019 | |
| Asset Management Advisors Inc | 2,400 | $634k | Jun 30, 2019 | Jul 26, 2019 | |
| Asset Management Advisors LLC | 2,400 | $634k | Jun 30, 2019 | Jul 26, 2019 | |
| Tufton Capital Management LLC | 2,375 | $627k | Jun 30, 2019 | Jul 26, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 2,374 | $627k | Jun 30, 2019 | Jul 9, 2019 | |
| Paulson Wealth Management Inc | 2,216 | $621k | Jun 30, 2019 | Jul 30, 2019 | |
| CWM Advisors LLC | 2,324 | $614k | Jun 30, 2019 | Jul 16, 2019 | |
| The O'Dell Group LLC | 2,273 | $601k | Jun 30, 2019 | Jul 24, 2019 | |
| Accredited Investors Inc | 2,238 | $592k | Jun 30, 2019 | Aug 13, 2019 | |
| Montag & Caldwell LLC | 2,231 | $590k | Jun 30, 2019 | Aug 1, 2019 | |
| S R Schill & Associates Inc | 2,166 | $572k | Jun 30, 2019 | Aug 19, 2019 | |
| Sunbelt Securities Inc | 2,126 | $562k | Jun 30, 2019 | Aug 1, 2019 | |
| Maryland Capital Management LLC | 2,125 | $562k | Jun 30, 2019 | Aug 13, 2019 | |
| Castle Rock Wealth Management LLC | 2,124 | $562k | Jun 30, 2019 | Aug 8, 2019 | |
| The Mathes Company Inc | 2,100 | $555k | Jun 30, 2019 | Jul 29, 2019 | |
| Harvest Capital Management Inc | 2,100 | $554k | Jun 30, 2019 | Aug 7, 2019 | |
| Northstar Investment Advisors LLC | 2,093 | $553k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 2,093 | $553k | Jun 30, 2019 | Jul 17, 2019 | |
| Huntington Steele LLC | 2,871 | $541k | Mar 31, 2018 | Apr 18, 2018 | |
| South Street Advisors LLC | 2,025 | $535k | Jun 30, 2019 | Jul 22, 2019 | |
| Mcrae Capital Management Inc | 1,967 | $520k | Jun 30, 2019 | Jul 29, 2019 | |
| Howland Capital Management LLC | 1,943 | $513k | Jun 30, 2019 | Jul 17, 2019 | |
| Crescent Grove Advisors LLC | 1,943 | $513k | Jun 30, 2019 | Aug 6, 2019 | |
| ZWJ Investment Counsel Inc | 1,913 | $506k | Jun 30, 2019 | Jul 24, 2019 | |
| Pagnatokarp Partners LLC | 1,917 | $506k | Jun 30, 2019 | Aug 8, 2019 | |
| Sheets Smith Wealth Management | 1,911 | $505k | Jun 30, 2019 | Jul 12, 2019 | |
| Vivaldi Capital Management LLC | 1,911 | $505k | Jun 30, 2019 | Aug 14, 2019 | |
| Hendley & Co Inc | 1,890 | $499k | Jun 30, 2019 | Aug 8, 2019 | |
| Sander Capital Advisors Inc | 1,885 | $499k | Jun 30, 2019 | Jul 25, 2019 | |
| MANA Advisors LLC | 1,884 | $498k | Jun 30, 2019 | Aug 14, 2019 | |
| Seizert Capital Partners LLC | 1,880 | $497k | Jun 30, 2019 | Aug 6, 2019 | |
| Hourglass Capital LLC | 1,872 | $495k | Jun 30, 2019 | Aug 12, 2019 | |
| Quest Investment Management LLC | 1,865 | $493k | Jun 30, 2019 | Aug 13, 2019 | |
| WE ARE One Seven LLC | 1,856 | $490k | Jun 30, 2019 | Jul 16, 2019 | |
| KJ Harrison & Partners USA Inc | 1,835 | $485k | Jun 30, 2019 | Aug 5, 2019 | |
| Fundx Investment Group LLC | 1,832 | $484k | Jun 30, 2019 | Aug 5, 2019 | |
| Stokes & Hubbell Capital Management LLC | 1,995 | $483k | Mar 31, 2019 | Apr 24, 2019 | |
| UNIO Capital LLC | 1,820 | $481k | Jun 30, 2019 | Aug 14, 2019 | |
| Tokio Marine Asset Management USA Ltd | 1,816 | $480k | Jun 30, 2019 | Jul 25, 2019 | |
| Peak Asset Management LLC | 1,814 | $479k | Jun 30, 2019 | Aug 15, 2019 | |
| Northstar Asset Management Inc | 1,760 | $465k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 1,760 | $465k | Jun 30, 2019 | Jul 16, 2019 | |
| The London Company of Virginia LLC | 1,730 | $457k | Jun 30, 2019 | Aug 14, 2019 | |
| Ensemble Capital Management LLC | 1,700 | $449k | Jun 30, 2019 | Aug 14, 2019 | |
| Westover Capital Advisors LLC | 1,700 | $449k | Jun 30, 2019 | Aug 13, 2019 | |
| American Asset Management Inc | 1,695 | $448k | Jun 30, 2019 | Jul 31, 2019 | |
| Murphy Pohlad Asset Management LLC | 1,680 | $443k | Jun 30, 2019 | Aug 6, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 1,658 | $438k | Jun 30, 2019 | Aug 13, 2019 | |
| Steigerwald Gordon & KOCH Inc | 1,656 | $438k | Jun 30, 2019 | Jul 15, 2019 | |
| Bigelow Investment Advisors LLC | 1,600 | $423k | Jun 30, 2019 | Jul 17, 2019 | |
| Brookmont Capital Management LLC | 1,569 | $415k | Jun 30, 2019 | Jul 18, 2019 | |
| Nottingham Advisors Inc | 1,559 | $412k | Jun 30, 2019 | Jul 17, 2019 | |
| Evanson Asset Management LLC | 1,558 | $412k | Jun 30, 2019 | Jul 11, 2019 | |
| Biltmore Family Office LLC | 1,560 | $412k | Jun 30, 2019 | Jul 31, 2019 | |
| Edgestream Partners LP | 1,539 | $407k | Jun 30, 2019 | Aug 8, 2019 | |
| BKD Wealth Advisors LLC | 1,533 | $405k | Jun 30, 2019 | Jul 10, 2019 | |
| STA Wealth Management LLC | 1,532 | $405k | Jun 30, 2019 | Aug 14, 2019 | |
| Harwood Advisory Group LLC | 1,518 | $401k | Jun 30, 2019 | Aug 7, 2019 | |
| Birinyi Associates Inc | 1,500 | $396k | Jun 30, 2019 | Aug 5, 2019 | |
| Apriem Advisors | 1,498 | $396k | Jun 30, 2019 | Aug 14, 2019 | |
| The RICE Partnership LLC | 1,499 | $396k | Jun 30, 2019 | Jul 25, 2019 | |
| Convergence Investment Partners LLC | 1,484 | $392k | Jun 30, 2019 | Jul 23, 2019 | |
| Regent Investment Management LLC | 1,485 | $392k | Jun 30, 2019 | Jul 15, 2019 | |
| Oak Ridge Investments LLC | 1,481 | $391k | Jun 30, 2019 | Aug 14, 2019 | |
| Confluence Investment Management LLC | 1,481 | $391k | Jun 30, 2019 | Jul 24, 2019 | |
| Greatmark Investment Partners Inc | 1,460 | $386k | Jun 30, 2019 | Aug 5, 2019 | |
| Aldebaran Financial Inc | 1,450 | $383k | Jun 30, 2019 | Aug 14, 2019 | |
| Clarkston Capital Partners LLC | 1,450 | $383k | Jun 30, 2019 | Jul 24, 2019 | |
| Calton & Associates Inc | 1,439 | $381k | Jun 30, 2019 | Jul 9, 2019 | |
| New England Asset Management Inc | 1,425 | $377k | Jun 30, 2019 | Aug 14, 2019 | |
| AFT Forsyth and Company Inc | 1,421 | $376k | Jun 30, 2019 | Jul 29, 2019 | |
| Gentrust LLC | 1,409 | $372k | Jun 30, 2019 | Aug 2, 2019 | |
| Yorktown Management and Research Co Inc | 1,400 | $370k | Jun 30, 2019 | Aug 2, 2019 | |
| Heritage Investment Group Inc | 1,401 | $370k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 1,401 | $370k | Jun 30, 2019 | Aug 13, 2019 | |
| Evermay Wealth Management LLC | 1,397 | $369k | Jun 30, 2019 | Jul 23, 2019 | |
| Wendell David Associates Inc | 1,359 | $359k | Jun 30, 2019 | Jul 16, 2019 | |
| Beech Hill Advisors Inc | 1,350 | $357k | Jun 30, 2019 | Jul 15, 2019 | |
| Spears Abacus Advisors LLC | 1,335 | $353k | Jun 30, 2019 | Aug 9, 2019 | |
| Sadoff Investment Management LLC | 1,320 | $349k | Jun 30, 2019 | Aug 7, 2019 | |
| Clear Perspective Advisors LLC | 1,266 | $335k | Jun 30, 2019 | Aug 12, 2019 | |
| Meristem Family Wealth LLC | 1,263 | $334k | Jun 30, 2019 | Aug 6, 2019 | |
| The Family FIRM Inc | 1,247 | $329k | Jun 30, 2019 | Aug 6, 2019 | |
| Oak Asset Management LLC | 1,172 | $328k | Jun 30, 2019 | Jul 25, 2019 | |
| Strategy Asset Managers LLC | 1,226 | $324k | Jun 30, 2019 | Aug 14, 2019 | |
| Peterson Wealth Advisors LLC | 1,222 | $323k | Jun 30, 2019 | Jul 15, 2019 | |
| Miles Capital Inc | 1,217 | $322k | Jun 30, 2019 | Aug 13, 2019 | |
| Good Life Advisors LLC | 1,216 | $322k | Jun 30, 2019 | Aug 6, 2019 | |
| Grace Capital | 1,213 | $321k | Jun 30, 2019 | Aug 14, 2019 | |
| Burleson & Company LLC | 1,166 | $320k | Jun 30, 2019 | Aug 5, 2019 | |
| Prescott Group Capital Management LLC | 1,200 | $317k | Jun 30, 2019 | Aug 9, 2019 | |
| Oxbow Advisors LLC | 1,195 | $316k | Jun 30, 2019 | Aug 7, 2019 | |
| Aspiriant LLC | 1,173 | $310k | Jun 30, 2019 | Aug 6, 2019 | |
| Waters Parkerson & Co LLC | 1,163 | $307k | Jun 30, 2019 | Aug 6, 2019 | |
| IMS Capital Management Inc | 1,157 | $306k | Jun 30, 2019 | Aug 14, 2019 | |
| Carret Asset Management LLC | 1,154 | $305k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Advisors LLC | 1,154 | $305k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 1,154 | $305k | Jun 30, 2019 | Aug 12, 2019 | |
| Parthenon LLC | 1,149 | $304k | Jun 30, 2019 | Jul 29, 2019 | |
| Eagle Global Advisors LLC | 1,103 | $291k | Jun 30, 2019 | Aug 13, 2019 | |
| Aristotle Capital Management LLC | 1,100 | $291k | Jun 30, 2019 | Aug 14, 2019 | |
| Carlson Capital Management LLC | 1,100 | $291k | Jun 30, 2019 | Jul 15, 2019 | |
| BSW Wealth Partners LLC | 1,096 | $290k | Jun 30, 2019 | Aug 13, 2019 | |
| Coatue Management LLC | 1,084 | $286k | Jun 30, 2019 | Aug 14, 2019 | |
| Fulcrum Capital LLC | 1,075 | $284k | Jun 30, 2019 | Jul 29, 2019 | |
| Thompson Investment Management Inc | 1,060 | $280k | Jun 30, 2019 | Aug 7, 2019 | |
| Modera Wealth Management LLC | 1,059 | $280k | Jun 30, 2019 | Aug 7, 2019 | |
| American Financial Network Advisory Services LLC | 1,047 | $278k | Jun 30, 2019 | Aug 9, 2019 | |
| Northwest Investment Counselors LLC | 1,044 | $276k | Jun 30, 2019 | Jul 25, 2019 | |
| Parsec Financial Management Inc | 1,019 | $269k | Jun 30, 2019 | Jul 23, 2019 | |
| Wheatland Advisors Inc | 1,000 | $264k | Jun 30, 2019 | Aug 7, 2019 | |
| Levin Capital Strategies LP | 1,000 | $264k | Jun 30, 2019 | Aug 13, 2019 | |
| RNC Capital Management LLC | 985 | $260k | Jun 30, 2019 | Jul 25, 2019 | |
| Hunter Associates Investment Management LLC | 975 | $258k | Jun 30, 2019 | Aug 8, 2019 | |
| JAG Capital Management LLC | 976 | $258k | Jun 30, 2019 | Jul 22, 2019 | |
| First Heartland Consultants Inc | 944 | $249k | Jun 30, 2019 | Aug 12, 2019 | |
| The Financial Consulate Inc | 939 | $248k | Jun 30, 2019 | Jul 24, 2019 | |
| Ballast Inc | 930 | $245k | Jun 30, 2019 | Jul 26, 2019 | |
| RFG Advisory LLC | 930 | $245k | Jun 30, 2019 | Aug 23, 2019 | |
| Moloney Securities Asset Management LLC | 923 | $244k | Jun 30, 2019 | Jul 29, 2019 | |
| Highland Private Wealth Management | 921 | $243k | Jun 30, 2019 | Aug 13, 2019 | |
| Eagle Ridge Investment Management LLC | 921 | $243k | Jun 30, 2019 | Aug 1, 2019 | |
| West Branch Capital LLC | 914 | $242k | Jun 30, 2019 | Aug 5, 2019 | |
| Epstein and White Financial LLC | 913 | $242k | Jun 30, 2019 | Jul 19, 2019 | |
| Summit Asset Management LLC | 913 | $241k | Jun 30, 2019 | Aug 7, 2019 | |
| LLBH Private Wealth Management LLC | 908 | $240k | Jun 30, 2019 | Aug 13, 2019 | |
| Successful Portfolios LLC | 906 | $239k | Jun 30, 2019 | Jul 11, 2019 | |
| Lehman Financial Resources Inc | 1,010 | $237k | Sep 30, 2018 | Nov 14, 2018 | |
| Chickasaw Capital Management LLC | 890 | $235k | Jun 30, 2019 | Jul 15, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 885 | $234k | Jun 30, 2019 | Jul 10, 2019 | |
| White Pine Capital LLC | 880 | $233k | Jun 30, 2019 | Aug 14, 2019 | |
| Triangle Securities Wealth Management | 865 | $233k | Jun 30, 2019 | Jul 10, 2019 | |
| Cheviot Value Management LLC | 881 | $233k | Jun 30, 2019 | Aug 14, 2019 | |
| Lejeune Puetz Investment Counsel | 875 | $231k | Jun 30, 2019 | Jul 29, 2019 | |
| Interocean Capital LLC | 861 | $228k | Jun 30, 2019 | Aug 13, 2019 | |
| Meridian Investment Counsel Inc | 856 | $226k | Jun 30, 2019 | Aug 13, 2019 | |
| Newfocus Financial Group LLC | 857 | $226k | Jun 30, 2019 | Jul 23, 2019 | |
| Patton Albertson Miller Group LLC | 819 | $224k | Jun 30, 2019 | Aug 12, 2019 | |
| New England Private Wealth Advisors LLC | 823 | $218k | Jun 30, 2019 | Aug 8, 2019 | |
| Polaris Greystone Financial Group LLC | 817 | $215k | Jun 30, 2019 | Jul 25, 2019 | |
| Spearhead Capital Advisors LLC | 813 | $215k | Jun 30, 2019 | Jul 17, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 800 | $211k | Jun 30, 2019 | Jul 22, 2019 | |
| Cornerstone Advisory LLC | 800 | $211k | Jun 30, 2019 | Aug 8, 2019 | |
| Isthmus Partners LLC | 757 | $200k | Jun 30, 2019 | Aug 9, 2019 | |
| FORD Financial Group Inc | 759 | $200k | Jun 30, 2019 | Jul 25, 2019 | |
| Clean Yield Group Inc | 716 | $189k | Jun 30, 2019 | Jul 22, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 710 | $188k | Jun 30, 2019 | Aug 14, 2019 | |
| Cipher Capital LP | 694 | $183k | Jun 30, 2019 | Aug 13, 2019 | |
| Vestor Capital LLC | 637 | $168k | Jun 30, 2019 | Aug 6, 2019 | |
| Arlington Partners LLC | 619 | $164k | Jun 30, 2019 | Jul 10, 2019 | |
| HMS Capital Management LLC | 501 | $132k | Jun 30, 2019 | Jul 12, 2019 | |
| The Pacific Center FOR Financial Services | 487 | $129k | Jun 30, 2019 | Aug 15, 2019 | |
| The Fiduciary Group LLC | 460 | $122k | Jun 30, 2019 | Aug 14, 2019 | |
| Vigilant Capital Management LLC | 441 | $117k | Jun 30, 2019 | Jul 18, 2019 | |
| Hallmark Capital Management Inc | 400 | $106k | Jun 30, 2019 | Aug 8, 2019 | |
| Prelude Capital Management LLC | 399 | $105k | Jun 30, 2019 | Aug 14, 2019 | |
| Abbot Financial Management Inc | 300 | $79k | Call | Jun 30, 2019 | Aug 8, 2019 |
| Permanens Capital LP | 250 | $66k | Jun 30, 2019 | Aug 9, 2019 | |
| Prime Capital Investment Advisors LLC | 176 | $46k | Jun 30, 2019 | Aug 6, 2019 | |
| Arbor Wealth Management LLC | 163 | $43k | Jun 30, 2019 | Jul 16, 2019 | |
| American Research & Management Company | 140 | $37k | Jun 30, 2019 | Jul 18, 2019 | |
| Avondale Wealth Management LLC | 104 | $27k | Jun 30, 2019 | Jul 26, 2019 | |
| Jackson Grant Investment Advisers Inc | 94 | $25k | Jun 30, 2019 | Aug 13, 2019 | |
| Cranbrook Wealth Management LLC | 80 | $21k | Jun 30, 2019 | Aug 7, 2019 | |
| Gables Capital Management Inc | 77 | $20k | Jun 30, 2019 | Jul 31, 2019 | |
| Colonial Trust Advisors Inc | 50 | $13k | Jun 30, 2019 | Aug 21, 2019 | |
| Smith Salley & Associates LLC | 25 | $7k | Jun 30, 2019 | Jul 12, 2019 | |
| RB Capital Management LLC | 200 | $1k | Call | Jun 30, 2019 | Aug 7, 2019 |
| Independent Advisor Alliance LLC | 1,073 | $0k | Jun 30, 2019 | Aug 12, 2019 |