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CISCO SYSTEMS INC
(17275R102)

Relatórios de fundos CISCO SYSTEMS INC de acordo com os registros 13F
Nome da empresa Ações Detidas / Montante Principal Valor de mercado Opção Período do relatório Data de Efetividade
Westend Advisors LLC 597,928 $32,724,599k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 94,868 $5,192,126k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 88,537 $2,977,000k Sep 30, 2017 Nov 14, 2017
Rmsincerbeaux Capital Management LLC 42,100 $2,304,133k Jun 30, 2019 Aug 9, 2019
Dodge & COX 25,664,697 $1,404,629k Jun 30, 2019 Aug 13, 2019
Laffer Investments Inc 13,050 $714,226k Jun 30, 2019 Aug 15, 2019
The London Company of Virginia LLC 6,520,335 $356,858k Jun 30, 2019 Aug 14, 2019
Tweedy Browne Company LLC 5,752,519 $314,835k Jun 30, 2019 Aug 5, 2019
Charles Schwab Investment Advisory Inc 5,481,835 $300,020k Jun 30, 2019 Aug 12, 2019
Yacktman Asset Management LP 4,610,142 $252,313k Jun 30, 2019 Aug 2, 2019
Schafer Cullen Capital Management Inc 3,963,833 $229,704k Jun 30, 2019 Jul 30, 2019
Panagora Asset Management Inc 3,727,408 $204,001k Jun 30, 2019 Aug 9, 2019
RE Advisers Corporation 3,593,279 $196,660k Jun 30, 2019 Aug 12, 2019
Santa Barbara Asset Management LLC 3,412,788 $184,256k Mar 31, 2019 May 14, 2019
Renaissance Technologies LLC 2,289,005 $125,277k Jun 30, 2019 Aug 12, 2019
Letko Brosseau & Associates Inc 1,840,048 $100,706k Jun 30, 2019 Aug 1, 2019
Cornerstone Investment Partners LLC 1,833,585 $100,352k Jun 30, 2019 Jul 19, 2019
Cornerstone Partners LLC 1,833,585 $100,352k Jun 30, 2019 Jul 19, 2019
Managed Account Advisors LLC 3,442,474 $94,530k Jun 30, 2015 Aug 14, 2015
Saratoga Research & Investment Management 1,564,780 $85,640k Jun 30, 2019 Jul 24, 2019
Clark Capital Management Group Inc 1,564,034 $85,600k Jun 30, 2019 Jul 12, 2019
Artisan Partners Limited Partnership 1,516,714 $83,010k Jun 30, 2019 Aug 9, 2019
Avalon Advisors LLC 1,402,114 $76,738k Jun 30, 2019 Aug 14, 2019
Douglas Lane & Associates LLC 1,352,707 $74,034k Jun 30, 2019 Jul 8, 2019
Cullen Capital Management LLC 1,335,150 $73,073k Jun 30, 2019 Jul 30, 2019
Congress Asset Management Company LLP 1,297,263 $70,999k Jun 30, 2019 Aug 7, 2019
Ferguson Wellman Capital Management Inc 1,260,847 $69,006k Jun 30, 2019 Jul 16, 2019
Foresters Investment Management Company Inc 1,203,025 $65,842k Jun 30, 2019 Aug 12, 2019
Sadoff Investment Management LLC 1,117,693 $61,171k Jun 30, 2019 Aug 7, 2019
River ROAD Asset Management LLC 1,114,689 $61,007k Jun 30, 2019 Aug 12, 2019
Becker Capital Management Inc 1,099,446 $60,173k Jun 30, 2019 Aug 8, 2019
Staley Capital Advisers Inc 996,262 $54,525k Jun 30, 2019 Aug 9, 2019
Bowen Hanes & Co Inc 992,047 $54,295k Jun 30, 2019 Aug 13, 2019
Stack Financial Management Inc 930,699 $50,937k Jun 30, 2019 Jul 30, 2019
Sawgrass Asset Management LLC 929,739 $50,885k Jun 30, 2019 Jul 23, 2019
Atalanta Sosnoff Capital LLC 881,120 $48,224k Jun 30, 2019 Jul 15, 2019
Janus Capital Management LLC 1,360,325 $45,979k Mar 31, 2017 May 16, 2017
Minneapolis Portfolio Management Group LLC 823,148 $45,051k Jun 30, 2019 Aug 2, 2019
TODD Asset Management LLC 817,636 $44,749k Jun 30, 2019 Aug 6, 2019
Seizert Capital Partners LLC 807,109 $44,173k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 785,004 $42,963k Jun 30, 2019 Aug 12, 2019
Clarkston Capital Partners LLC 736,030 $40,283k Jun 30, 2019 Jul 24, 2019
Willis Investment Counsel Inc 727,303 $39,805k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 713,582 $39,054k Jun 30, 2019 Jul 23, 2019
Davidson Investment Advisors Inc 684,556 $37,466k Jun 30, 2019 Aug 13, 2019
1919 Investment Counsel LLC 1,465,119 $36,878k Sep 30, 2014 Nov 14, 2014
Bristol Gate Capital Partners Inc 669,429 $36,636k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 667,680 $36,542k Jun 30, 2019 Jul 25, 2019
Payden & Rygel 666,400 $36,472k Jun 30, 2019 Aug 6, 2019
Brandywine Global Investment Management LLC 633,728 $34,684k Jun 30, 2019 Aug 14, 2019
Williams Jones & Associates LLC 625,248 $34,220k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 613,648 $33,585k Jun 30, 2019 Jul 24, 2019
QS Investors LLC 608,630 $33,311k Jun 30, 2019 Aug 14, 2019
Columbus Circle Investors 605,545 $33,141k Jun 30, 2019 Aug 2, 2019
The Renaissance Group LLC 577,775 $31,622k Jun 30, 2019 Aug 13, 2019
Renaissance Investment Group LLC 577,775 $31,622k Jun 30, 2019 Aug 13, 2019
Pzena Investment Management LLC 576,970 $31,578k Jun 30, 2019 Aug 2, 2019
Madison Investment Holdings Inc 553,750 $30,307k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 543,711 $29,757k Jun 30, 2019 Jul 31, 2019
Cookson Peirce & Co Inc 529,081 $28,957k Jun 30, 2019 Jul 31, 2019
Hardman Johnston Global Advisors LLC 525,433 $28,757k Jun 30, 2019 Aug 5, 2019
Adams Diversified Equity Fund Inc 523,400 $28,646k Jun 30, 2019 Jul 29, 2019
Highland Capital Management LLC 519,696 $28,443k Jun 30, 2019 Jul 29, 2019
Azimuth Capital Management LLC 515,116 $28,192k Jun 30, 2019 Aug 13, 2019
Shufro ROSE & Co LLC 514,883 $28,180k Jun 30, 2019 Jul 24, 2019
Cambridge Investment Research Advisors Inc 507,792 $27,791k Jun 30, 2019 Aug 15, 2019
Investec Asset Management Limited 494,758 $27,078k Jun 30, 2019 Jul 30, 2019
Dupont Capital Management Corp 486,153 $26,607k Jun 30, 2019 Jul 30, 2019
Schwartz Investment Counsel Inc 466,000 $25,504k Jun 30, 2019 Jul 24, 2019
Signature Estate & Investment Advisors LLC 447,932 $24,515k Jun 30, 2019 Aug 1, 2019
First Manhattan Co 447,565 $24,495k Jun 30, 2019 Aug 16, 2019
Marble Harbor Investment Counsel LLC 445,012 $24,356k Jun 30, 2019 Aug 7, 2019
SKBA Capital Management LLC 439,930 $24,077k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 437,329 $23,935k Jun 30, 2019 Jul 29, 2019
Capwealth Advisors LLC 436,478 $23,888k Jun 30, 2019 Aug 13, 2019
Cornerstone Advisors Inc 436,000 $23,540k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 436,000 $23,540k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 436,000 $23,540k Mar 31, 2019 May 13, 2019
Clifford SWAN Investment Counsel LLC 425,919 $23,311k Jun 30, 2019 Aug 13, 2019
Crawford Investment Counsel Inc 422,519 $23,124k Jun 30, 2019 Aug 12, 2019
Cypress Capital Management LLC 395,873 $21,666k Jun 30, 2019 Aug 5, 2019
Torray LLC 388,876 $21,283k Jun 30, 2019 Aug 8, 2019
Trillium Asset Management LLC 386,890 $21,174k Jun 30, 2019 Aug 8, 2019
Badgley Phelps and Bell Inc 371,649 $20,340k Jun 30, 2019 Jul 30, 2019
Advisors Capital Management LLC 363,526 $19,896k Jun 30, 2019 Aug 15, 2019
TDAM USA Inc 361,996 $19,812k Jun 30, 2019 Aug 1, 2019
Acadian Asset Management LLC 359,354 $19,665k Jun 30, 2019 Aug 8, 2019
Alpha Cubed Investments LLC 352,446 $19,289k Jun 30, 2019 Jul 19, 2019
LOWE Brockenbrough & Company Inc 333,774 $18,267k Jun 30, 2019 Aug 12, 2019
Eagle Global Advisors LLC 332,802 $18,214k Jun 30, 2019 Aug 13, 2019
EP Wealth Advisors LLC 326,633 $17,877k Jun 30, 2019 Aug 27, 2019
Abner Herrman & Brock LLC 321,795 $17,612k Jun 30, 2019 Jul 19, 2019
Interocean Capital LLC 318,577 $17,436k Jun 30, 2019 Aug 13, 2019
Lucha Capital Management LP 300,000 $16,419k Put Jun 30, 2019 Aug 14, 2019
Friess Associates LLC 299,267 $16,379k Jun 30, 2019 Aug 14, 2019
Bernzott Capital Advisors 297,138 $16,262k Jun 30, 2019 Aug 12, 2019
Churchill Management Corp 295,482 $16,172k Jun 30, 2019 Jul 10, 2019
Eubel Brady & Suttman Asset Management Inc 291,975 $15,980k Jun 30, 2019 Aug 12, 2019
Cadinha & Co LLC 282,193 $15,444k Jun 30, 2019 Aug 9, 2019
Bruderman Asset Management LLC 280,877 $15,372k Jun 30, 2019 Aug 12, 2019
Argent Capital Management LLC 277,555 $15,191k Jun 30, 2019 Aug 15, 2019
Main Street Research LLC 277,415 $15,183k Jun 30, 2019 Aug 8, 2019
Ashfield Capital Partners LLC 275,670 $15,087k Jun 30, 2019 Jul 29, 2019
Nippon Life Global Investors Americas Inc 275,540 $15,080k Jun 30, 2019 Jul 23, 2019
Strategy Asset Managers LLC 271,588 $14,864k Jun 30, 2019 Aug 14, 2019
Montag A & Associates Inc 269,733 $14,762k Jun 30, 2019 Aug 6, 2019
10-15 Associates Inc 259,122 $14,182k Jun 30, 2019 Aug 12, 2019
Dalton Greiner Hartman Maher & Co LLC 253,841 $13,893k Jun 30, 2019 Jul 10, 2019
CCM Investment Advisers LLC 250,746 $13,723k Jun 30, 2019 Aug 5, 2019
Sentry Investment Management LLC 249,193 $13,638k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 249,193 $13,638k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 246,058 $13,467k Jun 30, 2019 Aug 14, 2019
Chilton Capital Management LLC 244,550 $13,384k Jun 30, 2019 Aug 13, 2019
Greatmark Investment Partners Inc 241,786 $13,233k Jun 30, 2019 Aug 5, 2019
Twin Capital Management Inc 241,682 $13,227k Jun 30, 2019 Aug 1, 2019
Flippin Bruce & Porter Inc 235,332 $12,880k Jun 30, 2019 Aug 6, 2019
Hourglass Capital LLC 233,578 $12,784k Jun 30, 2019 Aug 12, 2019
Carret Asset Management LLC 232,432 $12,721k Jun 30, 2019 Aug 12, 2019
Westchester Capital Management Inc 230,681 $12,625k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management LLC 230,681 $12,625k Jun 30, 2019 Aug 5, 2019
Cohen Capital Management Inc 227,457 $12,449k Jun 30, 2019 Aug 7, 2019
Foundation Resource Management Inc 225,615 $12,348k Jun 30, 2019 Jul 10, 2019
Goelzer Investment Management Inc 221,199 $12,106k Jun 30, 2019 Jul 29, 2019
Nelson Roberts Investment Advisors LLC 217,994 $11,931k Jun 30, 2019 Jul 25, 2019
Capital Investment Counsel Inc 217,906 $11,926k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 217,906 $11,926k Jun 30, 2019 Jul 26, 2019
The Investment House LLC 217,475 $11,902k Jun 30, 2019 Aug 5, 2019
Chatham Capital Group Inc 216,844 $11,868k Jun 30, 2019 Jul 24, 2019
Northstar Investment Advisors LLC 214,614 $11,746k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 214,614 $11,746k Jun 30, 2019 Jul 17, 2019
S & Co Inc 211,992 $11,602k Jun 30, 2019 Jul 23, 2019
BLB & B Advisors LLC 208,966 $11,437k Jun 30, 2019 Jul 29, 2019
Cobiz Wealth LLC 207,375 $11,350k Jun 30, 2019 Jul 8, 2019
KLCM Advisors Inc 201,458 $11,026k Jun 30, 2019 Aug 15, 2019
Callahan Advisors LLC 200,349 $10,965k Jun 30, 2019 Jul 17, 2019
Harbor Island Capital LLC 200,315 $10,963k Jun 30, 2019 Jul 25, 2019
Edgestream Partners LP 200,027 $10,947k Jun 30, 2019 Aug 8, 2019
Apriem Advisors 199,623 $10,925k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 198,584 $10,868k Jun 30, 2019 Jul 22, 2019
Woodstock Corporation 197,024 $10,783k Jun 30, 2019 Jul 3, 2019
Parthenon LLC 193,909 $10,613k Jun 30, 2019 Jul 29, 2019
CPWM LLC 193,119 $10,569k Jun 30, 2019 Aug 2, 2019
New England Asset Management Inc 186,604 $10,213k Jun 30, 2019 Aug 14, 2019
USCA RIA LLC 186,204 $10,191k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 185,825 $10,170k Jun 30, 2019 Aug 1, 2019
Gratus Capital LLC 184,296 $10,087k Jun 30, 2019 Aug 7, 2019
Frontier Wealth Management LLC 183,544 $10,045k Jun 30, 2019 Aug 16, 2019
Winslow Asset Management Inc 183,286 $10,031k Jun 30, 2019 Jul 29, 2019
Greenwood Gearhart Inc 181,704 $9,945k Jun 30, 2019 Aug 7, 2019
Venturi Wealth Management LLC 179,177 $9,806k Jun 30, 2019 Aug 7, 2019
Peak Asset Management LLC 178,527 $9,771k Jun 30, 2019 Aug 15, 2019
Mastrapasqua Asset Management Inc 177,573 $9,719k Jun 30, 2019 Aug 12, 2019
Thompson Investment Management Inc 176,341 $9,651k Jun 30, 2019 Aug 7, 2019
Salem Capital Management Inc 175,000 $9,578k Jun 30, 2019 Jul 9, 2019
The Leuthold Group LLC 171,829 $9,404k Jun 30, 2019 Aug 14, 2019
Telos Capital Management Inc 170,069 $9,308k Jun 30, 2019 Jul 19, 2019
Newfocus Financial Group LLC 166,600 $9,118k Jun 30, 2019 Jul 23, 2019
Calamos Wealth Management LLC 166,128 $9,092k Jun 30, 2019 Aug 7, 2019
SVA Plumb Wealth Management LLC 165,915 $9,081k Jun 30, 2019 Aug 13, 2019
Bourne LENT Asset Management Inc 165,231 $9,043k Jun 30, 2019 Jul 29, 2019
Origin Asset Management LLP 162,100 $8,872k Jun 30, 2019 Aug 9, 2019
van Hulzen Asset Management LLC 160,519 $8,785k Jun 30, 2019 Aug 8, 2019
Daiwa SB Investments USA Ltd 161,750 $8,733k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 161,750 $8,733k Mar 31, 2019 Apr 18, 2019
Monarch Capital Management Inc 157,140 $8,600k Jun 30, 2019 Jul 31, 2019
Private Wealth Advisors Inc 156,747 $8,579k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 156,747 $8,579k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 156,747 $8,579k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 156,747 $8,579k Jun 30, 2019 Aug 7, 2019
Morgan Dempsey Capital Management LLC 154,315 $8,446k Jun 30, 2019 Aug 8, 2019
Wealthtrust Axiom LLC 153,871 $8,421k Jun 30, 2019 Aug 7, 2019
Centre Asset Management LLC 153,060 $8,377k Jun 30, 2019 Jul 15, 2019
Element Capital Management LLC 152,635 $8,354k Jun 30, 2019 Aug 14, 2019
Beacon Investment Advisory Services Inc 151,186 $8,274k Jun 30, 2019 Aug 7, 2019
The Burney Company 148,718 $8,139k Jun 30, 2019 Aug 12, 2019
Cohen Klingenstein LLC 142,865 $7,819k Jun 30, 2019 Jul 15, 2019
Affinity Investment Advisors LLC 142,606 $7,805k Jun 30, 2019 Aug 8, 2019
Folger Nolan Fleming Douglas Capital Management Inc 141,313 $7,734k Jun 30, 2019 Aug 9, 2019
Hunter Associates Investment Management LLC 140,684 $7,700k Jun 30, 2019 Aug 8, 2019
Barometer Capital Management Inc 140,742 $7,655k Jun 30, 2019 Aug 13, 2019
Benedict Financial Advisors Inc 139,455 $7,632k Jun 30, 2019 Aug 1, 2019
Court Place Advisors LLC 138,425 $7,576k Jun 30, 2019 Jul 30, 2019
Boston Research and Management Inc 135,599 $7,421k Jun 30, 2019 Aug 7, 2019
Sitrin Capital Management LLC 135,340 $7,407k Jun 30, 2019 Jul 17, 2019
Altavista Wealth Management Inc 134,997 $7,388k Jun 30, 2019 Aug 13, 2019
JGP Wealth Management LLC 134,986 $7,388k Jun 30, 2019 Jul 15, 2019
CWA Asset Management Group LLC 132,778 $7,267k Jun 30, 2019 Aug 13, 2019
Marietta Investment Partners LLC 132,488 $7,251k Jun 30, 2019 Aug 13, 2019
Heartland Advisors Inc 131,882 $7,218k Jun 30, 2019 Aug 8, 2019
Grassi Investment Management LLC 131,398 $7,191k Jun 30, 2019 Jul 10, 2019
LEE Danner & BASS Inc 131,168 $7,179k Jun 30, 2019 Jul 30, 2019
Buckley Wealth Management LLC 129,821 $7,105k Jun 30, 2019 Jul 19, 2019
Wealthstreet Investment Advisors LLC 129,793 $7,104k Jun 30, 2019 Jul 16, 2019
Clifford Capital Partners LLC 129,033 $7,062k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 128,709 $7,044k Jun 30, 2019 Jul 5, 2019
Woodley Farra Manion Portfolio Management Inc 126,829 $6,941k Jun 30, 2019 Aug 12, 2019
GHP Investment Advisors Inc 126,532 $6,925k Jun 30, 2019 Aug 2, 2019
Garland Capital Management Inc 125,361 $6,861k Jun 30, 2019 Jul 24, 2019
Gideon Capital Advisors Inc 124,403 $6,809k Jun 30, 2019 Aug 14, 2019
Athena Capital Advisors LLC 121,967 $6,675k Jun 30, 2019 Aug 9, 2019
BKD Wealth Advisors LLC 121,909 $6,672k Jun 30, 2019 Jul 10, 2019
Selway Asset Management Inc 121,700 $6,661k Jun 30, 2019 Jul 30, 2019
Financial Advantage Inc 121,488 $6,649k Jun 30, 2019 Jul 23, 2019
Evanson Asset Management LLC 118,181 $6,468k Jun 30, 2019 Jul 11, 2019
Dorchester Wealth Management Company 118,100 $6,464k Jun 30, 2019 Jul 19, 2019
Wespac Advisors Socal LLC 117,977 $6,456k Jun 30, 2019 Jul 30, 2019
Clearbridge Investments LLC 146,014 $6,327k Dec 31, 2018 Feb 14, 2019
Carnick & Kubik Group LLC 115,347 $6,313k Jun 30, 2019 Jul 30, 2019
Guinness Atkinson Asset Management Inc 114,807 $6,283k Jun 30, 2019 Jul 26, 2019
Strategic Financial Services Inc 114,417 $6,262k Jun 30, 2019 Aug 13, 2019
Fagan Associates Inc 114,215 $6,251k Jun 30, 2019 Jul 12, 2019
Matthew GOFF Investment Advisor LLC 113,820 $6,229k Jun 30, 2019 Aug 5, 2019
Choate Investment Advisors LLC 112,917 $6,180k Jun 30, 2019 Aug 14, 2019
Stralem & Company Incorporated 112,890 $6,178k Jun 30, 2019 Jul 16, 2019
Loudon Investment Management LLC 112,275 $6,145k Jun 30, 2019 Aug 13, 2019
Arlington Financial Advisors LLC 110,926 $6,071k Jun 30, 2019 Aug 5, 2019
Pacific Global Investment Management Co 108,720 $5,950k Jun 30, 2019 Aug 14, 2019
Olstein Capital Management LP 108,000 $5,911k Jun 30, 2019 Jul 31, 2019
Convergence Investment Partners LLC 107,745 $5,897k Jun 30, 2019 Jul 23, 2019
Lehman Financial Resources Inc 120,341 $5,854k Sep 30, 2018 Nov 14, 2018
Princeton Capital Management LLC 106,317 $5,819k Jun 30, 2019 Aug 12, 2019
Beech Hill Advisors Inc 106,178 $5,811k Jun 30, 2019 Jul 15, 2019
Tradition Capital Management LLC 105,950 $5,720k Mar 31, 2019 May 7, 2019
Oppenheimer + Close LLC 103,836 $5,682k Jun 30, 2019 Aug 13, 2019
Legacy Capital Partners Inc 102,739 $5,623k Jun 30, 2019 Jul 16, 2019
Hennessy Advisors Inc 102,144 $5,590k Jun 30, 2019 Jul 11, 2019
Segment Wealth Management LLC 99,899 $5,467k Jun 30, 2019 Jul 29, 2019
GAME Creek Capital LP 98,500 $5,391k Jun 30, 2019 Aug 5, 2019
Riverbridge Partners LLC 98,148 $5,372k Jun 30, 2019 Jul 10, 2019
Jolley Asset Management LLC 97,897 $5,358k Jun 30, 2019 Jul 22, 2019
Progressive Investment Management Corporation 97,590 $5,341k Jun 30, 2019 Aug 12, 2019
Hamilton Point Investment Advisors LLC 97,257 $5,323k Jun 30, 2019 Jul 18, 2019
Regent Investment Management LLC 97,203 $5,320k Jun 30, 2019 Jul 15, 2019
Spectrum Management Group Inc 96,650 $5,290k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 96,650 $5,290k Jun 30, 2019 Aug 2, 2019
BFSG LLC 95,842 $5,245k Jun 30, 2019 Jul 30, 2019
Boston Family Office LLC 95,692 $5,237k Jun 30, 2019 Jul 30, 2019
Menlo Advisors LLC 93,988 $5,143k Jun 30, 2019 Jul 17, 2019
Tiedemann Advisors LLC 91,842 $5,028k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 91,297 $4,997k Jun 30, 2019 Jul 10, 2019
Granite Group Advisors LLC 87,117 $4,768k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 87,117 $4,768k Jun 30, 2019 Jul 23, 2019
Abbrea Capital LLC 85,510 $4,680k Jun 30, 2019 Jul 31, 2019
Oliver Luxxe Assets LLC 82,912 $4,659k Jun 30, 2019 Jul 10, 2019
Appleton Partners Inc 85,110 $4,658k Jun 30, 2019 Jul 25, 2019
Patton Albertson Miller Group LLC 87,480 $4,587k Jun 30, 2019 Aug 12, 2019
New England Research & Management Inc 83,400 $4,564k Jun 30, 2019 Jul 9, 2019
Shikiar Asset Management Inc 82,255 $4,502k Jun 30, 2019 Jul 25, 2019
Argyle Capital Management Inc 81,650 $4,469k Jun 30, 2019 Jul 25, 2019
Brown Advisory Securities LLC 81,641 $4,468k Jun 30, 2019 Aug 12, 2019
Arjuna Capital LLC 81,513 $4,461k Jun 30, 2019 Aug 21, 2019
Alley Company LLC 80,911 $4,428k Jun 30, 2019 Jul 30, 2019
Cambria Investment Management LP 80,745 $4,419k Jun 30, 2019 Aug 12, 2019
Wheatland Advisors Inc 80,480 $4,405k Jun 30, 2019 Aug 7, 2019
DEAN Investment Associates LLC 79,733 $4,364k Jun 30, 2019 Aug 14, 2019
Homrich & BERG Inc 79,655 $4,360k Jun 30, 2019 Aug 5, 2019
The RICE Partnership LLC 78,587 $4,301k Jun 30, 2019 Jul 25, 2019
Northwest Investment Counselors LLC 77,315 $4,231k Jun 30, 2019 Jul 25, 2019
Intersect Capital LLC 76,565 $4,190k Jun 30, 2019 Aug 9, 2019
Marshwinds Advisory Company 96,523 $4,182k Dec 31, 2018 Jan 7, 2019
Impax Asset Management LLC 97,138 $4,180k Jun 30, 2018 Aug 14, 2018
Impax Asset Management Ltd 97,138 $4,180k Jun 30, 2018 Aug 14, 2018
OFI Advisors LLC 158,170 $4,152k Sep 30, 2015 Nov 16, 2015
Richard Bernstein Advisors LLC 74,145 $4,057k Jun 30, 2019 Aug 9, 2019
The Caprock Group Inc 73,857 $4,042k Jun 30, 2019 Jul 23, 2019
Osborne Partners Capital Management LLC 73,777 $4,038k Jun 30, 2019 Jul 18, 2019
Palouse Capital Management Inc 73,437 $4,019k Jun 30, 2019 Aug 6, 2019
Stanley-Laman Group Ltd 73,293 $4,011k Jun 30, 2019 Aug 1, 2019
Eulav Asset Management 73,000 $3,995k Jun 30, 2019 Aug 5, 2019
Lejeune Puetz Investment Counsel 72,687 $3,978k Jun 30, 2019 Jul 29, 2019
NTV Asset Management LLC 72,495 $3,968k Jun 30, 2019 Jul 29, 2019
Wasatch Advisors Inc 72,112 $3,947k Jun 30, 2019 Aug 7, 2019
Curbstone Financial Management Corporation 72,014 $3,941k Jun 30, 2019 Jul 9, 2019
Advanced Asset Management Advisors Inc 71,803 $3,930k Jun 30, 2019 Aug 2, 2019
Chesley TAFT & Associates LLC 71,460 $3,911k Jun 30, 2019 Jul 10, 2019
Lyell Wealth Management LP 70,928 $3,882k Jun 30, 2019 Aug 1, 2019
Monte Financial Group LLC 70,815 $3,876k Jun 30, 2019 Aug 7, 2019
BOYS Arnold & Company Inc 70,407 $3,853k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 69,823 $3,821k Jun 30, 2019 Aug 13, 2019
Hollow Brook Wealth Management LLC 69,812 $3,821k Jun 30, 2019 Aug 13, 2019
LVW Advisors LLC 69,566 $3,807k Jun 30, 2019 Aug 14, 2019
Hendershot Investments Inc 69,360 $3,796k Jun 30, 2019 Jul 31, 2019
Stillwater Investment Management LLC 69,226 $3,789k Jun 30, 2019 Jul 3, 2019
Waverton Investment Management Limited 69,029 $3,778k Jun 30, 2019 Jul 17, 2019
Vestor Capital LLC 68,980 $3,775k Jun 30, 2019 Aug 6, 2019
Vontobel Swiss Wealth Advisors AG 66,860 $3,659k Jun 30, 2019 Aug 12, 2019
Wendell David Associates Inc 66,815 $3,657k Jun 30, 2019 Jul 16, 2019
Bronfman EL Rothschild LP 66,806 $3,656k Jun 30, 2019 Aug 12, 2019
Keystone Financial Planning Inc 66,559 $3,643k Jun 30, 2019 Aug 5, 2019
Poplar Forest Capital LLC 65,298 $3,574k Jun 30, 2019 Aug 2, 2019
Intrepid Capital Management Inc 64,914 $3,553k Jun 30, 2019 Aug 13, 2019
Northpointe Capital LLC 64,226 $3,515k Jun 30, 2019 Jul 26, 2019
Guild Investment Management Inc 64,030 $3,504k Jun 30, 2019 Jul 29, 2019
Cleararc Capital Inc 63,838 $3,494k Jun 30, 2019 Aug 7, 2019
Canal Capital Management LLC 63,828 $3,493k Jun 30, 2019 Jul 31, 2019
SNOW Capital Management LP 62,672 $3,430k Jun 30, 2019 Aug 13, 2019
DF DENT and Company Inc 62,527 $3,422k Jun 30, 2019 Aug 15, 2019
Stevens First Principles Investment Advisors 62,251 $3,407k Jun 30, 2019 Jul 22, 2019
Pictet North America Advisors SA 62,202 $3,404k Jun 30, 2019 Aug 7, 2019
Hedeker Wealth LLC 61,911 $3,388k Jun 30, 2019 Jul 26, 2019
Greystone Managed Investments Inc 61,883 $3,387k Jun 30, 2019 Jul 23, 2019
Stokes & Hubbell Capital Management LLC 62,087 $3,352k Mar 31, 2019 Apr 24, 2019
Benson Investment Management Company Inc 60,790 $3,327k Jun 30, 2019 Jul 11, 2019
Neuberger Berman Breton Hill ULC 98,717 $3,320k Sep 30, 2017 Nov 3, 2017
YHB Investment Advisors Inc 60,404 $3,306k Jun 30, 2019 Jul 15, 2019
Wealth Advisors of Tampa BAY LLC 60,161 $3,293k Jun 30, 2019 Jul 23, 2019
Tealwood Asset Management Inc 60,082 $3,288k Jun 30, 2019 Aug 6, 2019
Private Harbour Investment Management & Counsel LLC 59,236 $3,242k Jun 30, 2019 Aug 6, 2019
Andesa Financial Management Inc 58,898 $3,223k Jun 30, 2019 Jul 30, 2019
RICE Hall James & Associates LLC 58,220 $3,186k Jun 30, 2019 Aug 1, 2019
Global Financial Private Capital LLC 57,911 $3,169k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 57,860 $3,167k Jun 30, 2019 Aug 9, 2019
Marietta Wealth Management LLC 57,764 $3,161k Jun 30, 2019 Aug 14, 2019
Founders Capital Management Inc 57,485 $3,146k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 57,485 $3,146k Jun 30, 2019 Jul 11, 2019
Strategic Advisors LLC 57,154 $3,128k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 57,154 $3,128k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 57,154 $3,128k Jun 30, 2019 Jul 22, 2019
Pring/Turner Capital Group Inc 71,458 $3,096k Dec 31, 2018 Feb 14, 2019
Wellington Shields Capital Management LLC 56,061 $3,068k Jun 30, 2019 Aug 8, 2019
Summit X 55,910 $3,063k Jun 30, 2019 Aug 13, 2019
Navellier & Associates Inc 55,840 $3,056k Jun 30, 2019 Jul 17, 2019
Harwood Advisory Group LLC 54,496 $2,983k Jun 30, 2019 Aug 7, 2019
BTC Capital Management Inc 54,455 $2,981k Jun 30, 2019 Jul 26, 2019
Harbor Advisory Corporation 54,301 $2,972k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 54,301 $2,972k Jun 30, 2019 Jul 30, 2019
Merriman Wealth Management LLC 5,429 $2,972k Jun 30, 2019 Jul 31, 2019
Personal Capital Advisors Corporation 53,902 $2,950k Jun 30, 2019 Aug 14, 2019
Mitchell Capital Management Co 53,126 $2,908k Jun 30, 2019 Jul 24, 2019
Altium Wealth Management LLC 52,562 $2,877k Jun 30, 2019 Jul 18, 2019
JAG Capital Management LLC 52,530 $2,875k Jun 30, 2019 Jul 22, 2019
Aureus Asset Management LLC 52,196 $2,857k Jun 30, 2019 Aug 14, 2019
Boyar Asset Management Inc 52,151 $2,854k Jun 30, 2019 Aug 6, 2019
Kayne Anderson Rudnick Investment Management LLC 51,368 $2,812k Jun 30, 2019 Aug 14, 2019
Sequoia Financial Advisors LLC 51,325 $2,809k Jun 30, 2019 Jul 31, 2019
Teza Capital Management LLC 51,230 $2,804k Jun 30, 2019 Aug 8, 2019
Knowledge Leaders Capital LLC 51,181 $2,801k Jun 30, 2019 Aug 7, 2019
Shoker Investment Counsel Inc 50,971 $2,789k Jun 30, 2019 Aug 9, 2019
Capital Planning Advisors LLC 50,515 $2,765k Jun 30, 2019 Aug 9, 2019
Oarsman Capital Inc 50,144 $2,744k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 50,081 $2,741k Jun 30, 2019 Aug 14, 2019
Murphy Capital Management Inc 50,033 $2,738k Jun 30, 2019 Jul 22, 2019
MHI Funds LLC 49,599 $2,715k Jun 30, 2019 Jul 17, 2019
Dumont & Blake Investment Advisors LLC 49,300 $2,698k Jun 30, 2019 Aug 1, 2019
SPC Financial Inc 49,181 $2,692k Jun 30, 2019 Aug 1, 2019
First Pacific Advisors LP 49,150 $2,690k Jun 30, 2019 Aug 14, 2019
West Branch Capital LLC 49,071 $2,686k Jun 30, 2019 Aug 5, 2019
Searle & Co 49,066 $2,685k Jun 30, 2019 Jul 17, 2019
Prime Capital Investment Advisors LLC 48,116 $2,633k Jun 30, 2019 Aug 6, 2019
Butensky & Cohen Financial Security Inc 47,771 $2,615k Jun 30, 2019 Jul 12, 2019
Golub Group LLC 47,465 $2,598k Jun 30, 2019 Aug 13, 2019
Perkins Investment Management LLC 76,779 $2,595k Mar 31, 2017 May 15, 2017
DUFF & Phelps Investment Management Co 46,840 $2,564k Jun 30, 2019 Aug 2, 2019
Arlington Partners LLC 46,777 $2,560k Jun 30, 2019 Jul 10, 2019
Ascension Asset Management LLC 46,325 $2,535k Jun 30, 2019 Jul 23, 2019
Front Barnett Associates LLC 46,266 $2,532k Jun 30, 2019 Aug 6, 2019
Anchor Capital Advisors LLC 45,975 $2,516k Jun 30, 2019 Aug 1, 2019
Kingfisher Capital LLC 45,957 $2,515k Jun 30, 2019 Aug 14, 2019
FFCM LLC 45,840 $2,509k Jun 30, 2019 Jul 30, 2019
Maverick Capital Ltd 44,860 $2,455k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 43,790 $2,397k Jun 30, 2019 Jul 10, 2019
Auxier Asset Management LLC 43,466 $2,379k Jun 30, 2019 Aug 15, 2019
Annex Advisory Services LLC 42,945 $2,350k Jun 30, 2019 Jul 18, 2019
Schulhoff & Co Inc 42,338 $2,317k Jun 30, 2019 Aug 7, 2019
Bigelow Investment Advisors LLC 42,007 $2,299k Jun 30, 2019 Jul 17, 2019
Ausdal Financial Partners Inc 40,662 $2,296k Jun 30, 2019 Aug 5, 2019
Hoylecohen LLC 41,806 $2,288k Jun 30, 2019 Aug 9, 2019
Telemus Capital LLC 44,544 $2,288k Jun 30, 2019 Aug 9, 2019
United Asset Strategies Inc 41,190 $2,254k Jun 30, 2019 Jul 31, 2019
Gilman Hill Asset Management LLC 41,177 $2,254k Jun 30, 2019 Jul 17, 2019
HUGH Johnson Advisors LLC 41,152 $2,252k Jun 30, 2019 Aug 6, 2019
SOL Capital Management Co 41,101 $2,249k Jun 30, 2019 Jul 17, 2019
Steinberg Global Asset Management Ltd 41,215 $2,225k Mar 31, 2019 Apr 24, 2019
Miracle MILE Advisors LLC 40,151 $2,197k Jun 30, 2019 Aug 7, 2019
North Star Investment Management Corporation 39,712 $2,173k Jun 30, 2019 Jul 15, 2019
Balter Liquid Alternatives LLC 39,028 $2,136k Jun 30, 2019 Jul 31, 2019
The WEIL Company 38,992 $2,134k Jun 30, 2019 Aug 12, 2019
Klingenstein Fields & Co LLC 38,775 $2,122k Jun 30, 2019 Aug 12, 2019
Cornell Pochily Investment Advisors Inc 38,710 $2,119k Jun 30, 2019 Jul 22, 2019
New Potomac Partners LLC 38,663 $2,116k Jun 30, 2019 Jul 26, 2019
NWAM LLC 38,267 $2,094k Jun 30, 2019 Jul 18, 2019
Vision Capital Management Inc 38,034 $2,082k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 38,034 $2,082k Jun 30, 2019 Jul 29, 2019
GS Investments Inc 38 $2,080k Jun 30, 2019 Aug 9, 2019
Cubic Asset Management LLC 37,920 $2,075k Jun 30, 2019 Jul 29, 2019
ALL Terrain Financial Advisors LLC 37,668 $2,062k Jun 30, 2019 Aug 14, 2019
ALTA Capital Management LLC 37,436 $2,048k Jun 30, 2019 Jul 26, 2019
Mairs and Power Inc 37,184 $2,035k Jun 30, 2019 Aug 14, 2019
West Oak Capital LLC 36,583 $2,002k Jun 30, 2019 Jul 12, 2019
Baring International Investment Ltd 79,102 $1,966k Jun 30, 2014 Jul 21, 2014
Colrain Capital LLC 35,785 $1,959k Jun 30, 2019 Aug 6, 2019
Moloney Securities Asset Management LLC 35,728 $1,955k Jun 30, 2019 Jul 29, 2019
Platinum Investment Management Limited 35,700 $1,954k Jun 30, 2019 Aug 14, 2019
Aspiriant LLC 35,659 $1,953k Jun 30, 2019 Aug 6, 2019
Woodmont Investment Counsel LLC 35,605 $1,949k Jun 30, 2019 Aug 14, 2019
Wellington Shields & Co LLC 35,601 $1,948k Jun 30, 2019 Aug 8, 2019
Profit Investment Management LLC 35,543 $1,945k Jun 30, 2019 Jul 16, 2019
Oak Asset Management LLC 33,675 $1,944k Jun 30, 2019 Jul 25, 2019
PFG Advisors LLC 34,338 $1,941k Jun 30, 2019 Aug 5, 2019
Trust & Investment Advisors Inc 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 35,450 $1,940k Jun 30, 2019 Jul 30, 2019
White Pine Capital LLC 35,150 $1,924k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 35,141 $1,923k Jun 30, 2019 Jul 31, 2019
Savant Capital LLC 35,053 $1,918k Jun 30, 2019 Aug 6, 2019
Stoneridge Investment Partners LLC 34,073 $1,865k Jun 30, 2019 Jul 29, 2019
Altfest L J & Co Inc 33,891 $1,855k Jun 30, 2019 Jul 15, 2019
Penobscot Investment Management Company Inc 33,845 $1,852k Jun 30, 2019 Aug 2, 2019
Diligent Investors LLC 33,739 $1,847k Jun 30, 2019 Aug 1, 2019
American National Registered Investment Advisor Inc 33,588 $1,833k Jun 30, 2019 Aug 5, 2019
Krueger & Catalano Capital Partners LLC 33,241 $1,819k Jun 30, 2019 Jul 22, 2019
RFG Advisory LLC 33,237 $1,817k Jun 30, 2019 Aug 23, 2019
Benin Management Corp 33,151 $1,814k Jun 30, 2019 Jul 31, 2019
TSP Capital Management Group LLC 45,800 $1,814k Jun 30, 2019 Aug 9, 2019
Hartline Investment Corp 32,995 $1,806k Jun 30, 2019 Aug 8, 2019
Hamel Associates Inc 32,937 $1,803k Jun 30, 2019 Aug 5, 2019
Mission Wealth Management LP 32,857 $1,798k Jun 30, 2019 Aug 9, 2019
AFT Forsyth and Company Inc 32,829 $1,797k Jun 30, 2019 Jul 29, 2019
Kynikos Associates LP 32,100 $1,757k Jun 30, 2019 Aug 14, 2019
Cambridge Advisors Inc 32,009 $1,752k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 32,009 $1,752k Jun 30, 2019 Jul 26, 2019
Guardian Investment Management LLC 31,650 $1,732k Jun 30, 2019 Aug 16, 2019
ICON Advisers Inc 31,500 $1,724k Jun 30, 2019 Aug 2, 2019
Johanson Financial Advisors Inc 31,457 $1,720k Jun 30, 2019 Jul 29, 2019
Baker Avenue Asset Management LP 31,310 $1,713k Jun 30, 2019 Aug 14, 2019
Mitchell Mcleod PUGH & Williams Inc 31,030 $1,698k Jun 30, 2019 Jul 9, 2019
PRIO Wealth Limited Partnership 30,965 $1,694k Jun 30, 2019 Jul 18, 2019
Cfo4Life Group LLC 30,745 $1,683k Jun 30, 2019 Jul 29, 2019
Joel Isaacson & Co LLC 30,720 $1,681k Jun 30, 2019 Jul 11, 2019
Edgewood Management LLC 30,652 $1,678k Jun 30, 2019 Aug 12, 2019
Provise Management Group LLC 30,554 $1,672k Jun 30, 2019 Aug 9, 2019
LMR Partners LLC 30,354 $1,661k Jun 30, 2019 Aug 14, 2019
Bowling Portfolio Management LLC 30,308 $1,659k Jun 30, 2019 Jul 25, 2019
Malaga COVE Capital LLC 29,954 $1,639k Jun 30, 2019 Aug 14, 2019
Oak Grove Capital LLC 29,600 $1,620k Jun 30, 2019 Aug 9, 2019
South Street Advisors LLC 29,545 $1,617k Jun 30, 2019 Jul 22, 2019
Family Legacy Inc 29,320 $1,605k Jun 30, 2019 Jul 25, 2019
Tuttle Tactical Management LLC 29,098 $1,593k Jun 30, 2019 Jul 29, 2019
Ifrah Financial Services Inc 29,069 $1,591k Jun 30, 2019 Aug 6, 2019
Rossmore Private Capital LLC 28,994 $1,587k Jun 30, 2019 Aug 5, 2019
Delphi Management Inc 28,817 $1,577k Jun 30, 2019 Aug 20, 2019
Howard Capital Management Inc 28,796 $1,576k Jun 30, 2019 Jul 24, 2019
Guardian Capital LP 28,744 $1,573k Jun 30, 2019 Aug 14, 2019
Campbell Newman Asset Management Inc 28,398 $1,554k Jun 30, 2019 Jul 24, 2019
Dearborn Partners LLC 28,130 $1,540k Jun 30, 2019 Jul 29, 2019
Green Square Capital LLC 28,133 $1,540k Jun 30, 2019 Aug 14, 2019
Altrinsic Global Advisors LLC 28,040 $1,535k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 28,008 $1,533k Jun 30, 2019 Jul 16, 2019
Excalibur Management Corp 27,691 $1,516k Jun 30, 2019 Jul 26, 2019
Aristotle Atlantic Partners LLC 27,288 $1,493k Jun 30, 2019 Aug 13, 2019
Good Life Advisors LLC 27,225 $1,485k Jun 30, 2019 Aug 6, 2019
ST Johns Investment Management Company LLC 27,103 $1,483k Jun 30, 2019 Jul 24, 2019
Pagnatokarp Partners LLC 26,950 $1,475k Jun 30, 2019 Aug 8, 2019
180 Wealth Advisors LLC 26,608 $1,474k Jun 30, 2019 Aug 5, 2019
Willow Creek Wealth Management Inc 26,457 $1,448k Jun 30, 2019 Jul 22, 2019
Sanders Morris Harris LLC 26,400 $1,445k Jun 30, 2019 Jul 10, 2019
Dividend Assets Capital LLC 26,098 $1,428k Jun 30, 2019 Jul 12, 2019
Meridian Investment Counsel Inc 25,324 $1,386k Jun 30, 2019 Aug 13, 2019
Wilkins Investment Counsel Inc 25,298 $1,385k Jun 30, 2019 Aug 9, 2019
Bridgecreek Investment Management LLC 25,250 $1,382k Jun 30, 2019 Aug 14, 2019
Point72 Asset Management LP 25,240 $1,381k Jun 30, 2019 Aug 14, 2019
Premier Asset Management LLC 25,145 $1,376k Jun 30, 2019 Aug 7, 2019
American Asset Management Inc 25,141 $1,376k Jun 30, 2019 Jul 31, 2019
Blue FIN Capital Inc 25,111 $1,374k Jun 30, 2019 Jul 22, 2019
Nepsis Inc 24,866 $1,373k Jun 30, 2019 Jul 22, 2019
DB Root & Company LLC 24,810 $1,357k Jun 30, 2019 Jul 19, 2019
Aries Wealth Management LLC 23,767 $1,345k Jun 30, 2019 Jul 15, 2019
Mckinley Carter Wealth Services Inc 24,448 $1,338k Jun 30, 2019 Aug 2, 2019
Armor Investment Advisors LLC 23,562 $1,290k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 23,562 $1,290k Jun 30, 2019 Aug 13, 2019
Bell & Brown Wealth Advisors LLC 23,223 $1,271k Jun 30, 2019 Aug 6, 2019
Kiley Juergens Wealth Management LLC 22,863 $1,251k Jun 30, 2019 Jul 11, 2019
Quantum Capital Management LLC 22,426 $1,227k Jun 30, 2019 Aug 14, 2019
Independent Investors Inc 22,400 $1,225k Jun 30, 2019 Jul 18, 2019
Northside Capital Management LLC 22,321 $1,222k Jun 30, 2019 Jul 16, 2019
Measured Wealth Private Client Group LLC 22,331 $1,222k Jun 30, 2019 Jul 26, 2019
Evermay Wealth Management LLC 22,167 $1,213k Jun 30, 2019 Jul 23, 2019
Lakeview Capital Partners LLC 21,983 $1,203k Jun 30, 2019 Aug 5, 2019
Calton & Associates Inc 21,667 $1,186k Jun 30, 2019 Jul 9, 2019
Wellesley Investment Partners LLC 21,149 $1,157k Jun 30, 2019 Aug 5, 2019
DAVY Asset Management Limited 21,107 $1,155k Jun 30, 2019 Jul 19, 2019
Managed Asset Portfolios LLC 21,000 $1,149k Jun 30, 2019 Aug 8, 2019
Jaffetilchin Investment Partners LLC 20,991 $1,149k Jun 30, 2019 Aug 13, 2019
Tiemann Investment Advisors LLC 20,890 $1,143k Jun 30, 2019 Aug 13, 2019
Stony Point Wealth Management Inc 19,955 $1,142k Jun 30, 2019 Jul 23, 2019
Pratt Collard Advisory Partners LLC 20,824 $1,140k Jun 30, 2019 Jul 16, 2019
Crossvault Capital Management LLC 20,458 $1,120k Jun 30, 2019 Jul 19, 2019
SFE Investment Counsel Inc 20,450 $1,119k Jun 30, 2019 Jul 26, 2019
Harfst and Associates Inc 20,407 $1,116k Jun 30, 2019 Aug 14, 2019
Brave Asset Management Inc 20,300 $1,111k Jun 30, 2019 Aug 5, 2019
KCS Wealth Advisory LLC 20,145 $1,103k Jun 30, 2019 Jul 29, 2019
Cipher Capital LP 20,068 $1,098k Jun 30, 2019 Aug 13, 2019
South Texas Money Management Ltd 20,038 $1,097k Jun 30, 2019 Jul 2, 2019
Monetta Financial Services Inc 20,000 $1,095k Jun 30, 2019 Aug 9, 2019
S R Schill & Associates Inc 19,768 $1,082k Jun 30, 2019 Aug 19, 2019
ARP Americas LP 19,700 $1,078k Jun 30, 2019 Jul 29, 2019
The Rikoon Group LLC 19,583 $1,072k Jun 30, 2019 Aug 6, 2019
Columbus Macro LLC 19,488 $1,067k Jun 30, 2019 Jul 16, 2019
Founders Financial Securities LLC 19,478 $1,066k Jun 30, 2019 Jul 22, 2019
Ballast Inc 19,428 $1,063k Jun 30, 2019 Jul 26, 2019
E & G Advisors LP 19,385 $1,061k Jun 30, 2019 Jul 12, 2019
Transamerica Financial Advisors Inc 19,350 $1,060k Jun 30, 2019 Aug 21, 2019
Liberty Capital Management Inc 19,229 $1,052k Jun 30, 2019 Jul 15, 2019
Tributary Capital Management LLC 19,180 $1,050k Jun 30, 2019 Jul 11, 2019
Ativo Capital Management LLC 19,163 $1,049k Jun 30, 2019 Aug 14, 2019
Omnistar Financial Group Inc 19,032 $1,042k Jun 30, 2019 Jul 30, 2019
Cahill Financial Advisors Inc 18,831 $1,031k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 18,816 $1,030k Jun 30, 2019 Aug 14, 2019
Lourd Capital LLC 18,768 $1,027k Jun 30, 2019 Jul 11, 2019
New England Investment & Retirement Group Inc 18,585 $1,017k Jun 30, 2019 Jul 31, 2019
KMS Financial Services Inc 40,295 $1,014k Sep 30, 2014 Nov 17, 2014
MARK Sheptoff Financial Planning LLC 18,275 $1,000k Jun 30, 2019 Aug 12, 2019
Palladium Partners LLC 18,260 $999k Jun 30, 2019 Aug 7, 2019
Neumann Capital Management LLC 18,230 $998k Jun 30, 2019 Jul 25, 2019
Augustine Asset Management Inc 18,177 $995k Jun 30, 2019 Aug 5, 2019
Wilmington Trust Investment Management LLC 39,626 $988k Jun 30, 2014 Aug 13, 2014
BECK MACK & Oliver LLC 18,000 $985k Jun 30, 2019 Aug 13, 2019
Murphy Pohlad Asset Management LLC 17,958 $982k Jun 30, 2019 Aug 6, 2019
Ancora Family Wealth Advisors LLC 30,776 $976k Sep 30, 2016 Nov 4, 2016
Retirement Capital Strategies Inc 17,826 $976k Jun 30, 2019 Aug 2, 2019
Insight 2811 Inc 17,232 $973k Jun 30, 2019 Jul 9, 2019
Foster Dykema Cabot & Co Incorporated 17,754 $972k Jun 30, 2019 Aug 6, 2019
Eagle Ridge Investment Management LLC 17,668 $967k Jun 30, 2019 Aug 1, 2019
Wealth Alliance Advisory Group LLC 16,644 $966k Jun 30, 2019 Jul 17, 2019
EFG Asset Management Americas Corp 17,638 $965k Jun 30, 2019 Jul 9, 2019
Plancorp LLC 17,331 $949k Jun 30, 2019 Aug 13, 2019
GM Advisory Group Inc 17,336 $949k Jun 30, 2019 Aug 9, 2019
Hilton Capital Management LLC 17,029 $932k Jun 30, 2019 Aug 14, 2019
SAND Hill Global Advisors LLC 16,755 $917k Jun 30, 2019 Aug 13, 2019
Focused Wealth Management Inc 16,721 $915k Jun 30, 2019 Jul 19, 2019
Boston Common Asset Management LLC 16,688 $913k Jun 30, 2019 Jul 26, 2019
Burleson & Company LLC 16,369 $907k Jun 30, 2019 Aug 5, 2019
Wiley Bros-Aintree Capital LLC 15,938 $872k Jun 30, 2019 Jul 10, 2019
Miles Capital Inc 15,280 $836k Jun 30, 2019 Aug 13, 2019
Alphastar Capital Management LLC 15,259 $835k Jun 30, 2019 Aug 14, 2019
Berkeley Capital Partners LLC 15,148 $829k Jun 30, 2019 Aug 8, 2019
SWS Partners LLC 14,346 $828k Jun 30, 2019 Aug 13, 2019
Guardian Capital Advisors LP 14,625 $826k Jun 30, 2019 Aug 14, 2019
Copperwynd Financial LLC 15,066 $825k Jun 30, 2019 Aug 7, 2019
Wright Investors Service Inc 14,997 $821k Jun 30, 2019 Aug 1, 2019
MRAZ Amerine & Associates Inc 14,948 $818k Jun 30, 2019 Aug 2, 2019
White Lighthouse Investment Management Inc 14,932 $817k Jun 30, 2019 Jul 31, 2019
Investment Counselors of Maryland LLC 14,927 $817k Jun 30, 2019 Aug 5, 2019
F3Logic LLC 14,815 $812k Jun 30, 2019 Aug 2, 2019
Breiter Capital Management Inc 14,813 $811k Jun 30, 2019 Aug 23, 2019
Crescent Grove Advisors LLC 14,664 $803k Jun 30, 2019 Aug 6, 2019
Nicholas Hoffman & Company LLC 14,654 $802k Jun 30, 2019 Aug 12, 2019
The Central Trust Bank 14,661 $802k Jun 30, 2019 Jul 16, 2019
Brandes Investment Partners LP 14,624 $800k Jun 30, 2019 Aug 13, 2019
RB Capital Management LLC 14,579 $797k Jun 30, 2019 Aug 7, 2019
Murphy Middleton Hinkle & Parker Inc 14,462 $792k Jun 30, 2019 Jul 15, 2019
Security Asset Management Inc 14,449 $791k Jun 30, 2019 Aug 6, 2019
Ironwood Investment Management LLC 14,455 $791k Jun 30, 2019 Aug 14, 2019
Cedar Wealth Management LLC 14,428 $790k Jun 30, 2019 Jul 24, 2019
Howland Capital Management LLC 14,284 $782k Jun 30, 2019 Jul 17, 2019
Meristem Family Wealth LLC 14,161 $775k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 14,085 $771k Jun 30, 2019 Jul 22, 2019
Epstein and White Financial LLC 14,700 $767k Jun 30, 2019 Jul 19, 2019
RKL Wealth Management LLC 13,917 $760k Jun 30, 2019 Aug 2, 2019
Oak Ridge Investments LLC 13,790 $755k Jun 30, 2019 Aug 14, 2019
Spinnaker Investment Group LLC 13,792 $754k Jun 30, 2019 Jul 11, 2019
Stadion Money Management LLC 13,762 $753k Jun 30, 2019 Aug 14, 2019
Wealthplan Partners Inc 14,139 $745k Jun 30, 2019 Aug 19, 2019
Windsor Capital Management LLC 13,590 $743k Jun 30, 2019 Aug 2, 2019
Ipswich Investment Management Company Inc 13,504 $739k Jun 30, 2019 Jul 11, 2019
Wafra Inc 13,503 $739k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 13,361 $731k Jun 30, 2019 Aug 2, 2019
Private Asset Management Inc 13,156 $720k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 13,156 $720k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 13,156 $720k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 13,156 $720k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 13,156 $720k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 13,156 $720k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 13,117 $718k Jun 30, 2019 Jul 19, 2019
Congress Park Capital LLC 12,493 $706k Jun 30, 2019 Aug 2, 2019
WBI Investments Inc 12,648 $692k Jun 30, 2019 Jul 23, 2019
Hellman Jordan Management Co Inc 12,566 $688k Jun 30, 2019 Aug 19, 2019
Cypress Wealth Services LLC 12,291 $673k Jun 30, 2019 Jul 24, 2019
American Financial Network Advisory Services LLC 12,003 $669k Jun 30, 2019 Aug 9, 2019
Clear Perspective Advisors LLC 12,203 $668k Jun 30, 2019 Aug 12, 2019
Tokio Marine Asset Management USA Ltd 12,202 $668k Jun 30, 2019 Jul 25, 2019
Mirador Capital Partners LP 11,977 $656k Jun 30, 2019 Aug 6, 2019
Vista Investment Management LLC 11,970 $655k Jun 30, 2019 Aug 14, 2019
Highvista Strategies LLC 11,800 $646k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 14,730 $638k Dec 31, 2018 Feb 13, 2019
American Money Management LLC 11,630 $637k Jun 30, 2019 Aug 12, 2019
MANA Advisors LLC 11,480 $628k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 11,448 $627k Jun 30, 2019 Aug 13, 2019
Steigerwald Gordon & KOCH Inc 11,424 $625k Jun 30, 2019 Jul 15, 2019
Round Table Services LLC 11,410 $624k Jun 30, 2019 Jul 17, 2019
Brookstone Capital Management LLC 11,361 $622k Jun 30, 2019 Jul 25, 2019
Landmark Financial Advisors LLC 11,116 $608k Jun 30, 2019 Aug 2, 2019
RAAB & Moskowitz Asset Management LLC 10,944 $599k Jun 30, 2019 Aug 9, 2019
Mcadam LLC 10,920 $598k Jun 30, 2019 Jul 30, 2019
Biegel & Waller LLC 10,818 $592k Jun 30, 2019 Jul 23, 2019
LaSalle Street Capital Management LLC 10,668 $584k Jun 30, 2019 Aug 8, 2019
Mcguire Investment Group LLC 10,630 $582k Jun 30, 2019 Jul 25, 2019
Confluence Wealth Management LLC 10,484 $574k Jun 30, 2019 Aug 9, 2019
Armbruster Capital Management Inc 10,462 $573k Jun 30, 2019 Jul 18, 2019
Weybosset Research & Management LLC 10,450 $572k Jun 30, 2019 Jul 22, 2019
Amplify Investments LLC 13,199 $566k Mar 31, 2018 May 14, 2018
Cornerstone Advisory LLC 10,235 $560k Jun 30, 2019 Aug 8, 2019
Vivaldi Capital Management LLC 10,125 $554k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 10,057 $550k Jun 30, 2019 Aug 13, 2019
Arrowmark Colorado Holdings LLC 10,000 $547k Jun 30, 2019 Aug 14, 2019
SFMG LLC 9,516 $538k Jun 30, 2019 Aug 5, 2019
New Vernon Investment Management LLC 9,834 $538k Jun 30, 2019 Aug 14, 2019
CAMG Solamere Management LLC 9,801 $536k Jun 30, 2019 Aug 13, 2019
Polaris Greystone Financial Group LLC 9,738 $533k Jun 30, 2019 Jul 25, 2019
BHK Investment Advisors LLC 9,710 $531k Jun 30, 2019 Aug 2, 2019
Formidable Asset Management LLC 12,134 $526k Dec 31, 2018 Feb 6, 2019
First Wilshire Securities Management Inc 9,505 $520k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 9,428 $516k Jun 30, 2019 Aug 6, 2019
New England Private Wealth Advisors LLC 9,383 $514k Jun 30, 2019 Aug 8, 2019
Modera Wealth Management LLC 9,385 $514k Jun 30, 2019 Aug 7, 2019
IMS Capital Management Inc 9,366 $513k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 9,350 $512k Jun 30, 2019 Aug 5, 2019
Partnervest Advisory Services LLC 9,344 $511k Jun 30, 2019 Aug 7, 2019
FORD Financial Group Inc 9,302 $509k Jun 30, 2019 Jul 25, 2019
Dimension Capital Management LLC 9,222 $505k Jun 30, 2019 Aug 12, 2019
Cacti Asset Management LLC 9,000 $502k Jun 30, 2019 Jul 1, 2019
Southeast Asset Advisors Inc 9,127 $500k Jun 30, 2019 Aug 14, 2019
Perritt Capital Management Inc 8,956 $490k Jun 30, 2019 Aug 13, 2019
First Heartland Consultants Inc 8,844 $484k Jun 30, 2019 Aug 12, 2019
Successful Portfolios LLC 8,834 $483k Jun 30, 2019 Jul 11, 2019
Parkside Advisors LLC 8,812 $482k Jun 30, 2019 Jul 10, 2019
Spears Abacus Advisors LLC 8,811 $482k Jun 30, 2019 Aug 9, 2019
Deroy & Devereaux Private Investment Counsel Inc 8,765 $480k Jun 30, 2019 Jul 22, 2019
Dillon & Associates Inc 8,683 $478k Jun 30, 2019 Jul 22, 2019
Sandler Capital Management 8,700 $476k Jun 30, 2019 Aug 14, 2019
Monetary Management Group Inc 8,600 $471k Jun 30, 2019 Aug 13, 2019
Brown Capital Management LLC 8,342 $457k Jun 30, 2019 Aug 13, 2019
Grandfield & DODD LLC 8,335 $456k Jun 30, 2019 Jul 29, 2019
Baker Ellis Asset Management LLC 8,250 $452k Jun 30, 2019 Aug 12, 2019
Bienville Capital Management LLC 8,229 $450k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 8,217 $450k Jun 30, 2019 Jul 29, 2019
The Northstar Group Inc 8,187 $448k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 8,187 $448k Jun 30, 2019 Jul 12, 2019
UNIO Capital LLC 7,822 $443k Jun 30, 2019 Aug 14, 2019
Suncoast Equity Management LLC 8,085 $442k Jun 30, 2019 Jul 26, 2019
Broadleaf Partners LLC 8,036 $440k Jun 30, 2019 Jul 19, 2019
Lenox Wealth Advisors LLC 7,978 $437k Jun 30, 2019 Jul 12, 2019
Huber Financial Advisors LLC 7,973 $436k Jun 30, 2019 Aug 5, 2019
Mengis Capital Management Inc 7,800 $426k Jun 30, 2019 Jul 18, 2019
Clear Harbor Asset Management LLC 7,783 $426k Jun 30, 2019 Jul 22, 2019
The Financial Consulate Inc 7,723 $423k Jun 30, 2019 Jul 24, 2019
The Family FIRM Inc 7,670 $420k Jun 30, 2019 Aug 6, 2019
Lincoln Capital Corporation 7,610 $416k Jun 30, 2019 Jul 12, 2019
Wespac Advisors LLC 7,600 $416k Jun 30, 2019 Jul 23, 2019
Lincoln Capital LLC 7,610 $416k Jun 30, 2019 Jul 12, 2019
Quadrant Capital Management LLC 7,576 $415k Jun 30, 2019 Aug 8, 2019
Gables Capital Management Inc 7,530 $410k Jun 30, 2019 Jul 31, 2019
Rodgers Brothers Inc 7,478 $409k Jun 30, 2019 Aug 14, 2019
Peninsula Wealth LLC 7,469 $409k Jun 30, 2019 Aug 2, 2019
Newport Wealth Strategies Inc 7,105 $406k Jun 30, 2019 Jul 22, 2019
Mount Yale Investment Advisors LLC 7,580 $397k Jun 30, 2019 Aug 13, 2019
FORT Point Capital Partners LLC 7,251 $397k Jun 30, 2019 Aug 9, 2019
American Research & Management Company 7,231 $396k Jun 30, 2019 Jul 18, 2019
Tufton Capital Management LLC 7,231 $395k Jun 30, 2019 Jul 26, 2019
Arnhold LLC 7,200 $394k Jun 30, 2019 Aug 8, 2019
Accuvest Global Advisors 7,146 $391k Jun 30, 2019 Jul 17, 2019
The Mathes Company Inc 7,000 $383k Jun 30, 2019 Jul 29, 2019
Camelot Portfolios LLC 6,988 $382k Jun 30, 2019 Jul 19, 2019
Valmark Advisers Inc 6,949 $380k Jun 30, 2019 Aug 7, 2019
Hermes Investment Management Limited 8,764 $377k Jun 30, 2018 Jul 24, 2018
Legacy Financial Advisors Inc 6,887 $377k Jun 30, 2019 Jul 15, 2019
Torch Wealth Management LLC 6,883 $377k Jun 30, 2019 Aug 2, 2019
Gyroscope Capital Management Group LLC 6,555 $371k Jun 30, 2019 Jul 11, 2019
Access Financial Services Inc 6,752 $370k Jun 30, 2019 Jul 24, 2019
DEAN Capital Management LLC 6,750 $369k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 6,750 $369k Jun 30, 2019 Aug 12, 2019
Sonata Capital Group Inc 6,690 $366k Jun 30, 2019 Aug 5, 2019
Westbourne Investment Advisors Inc 6,677 $365k Jun 30, 2019 Jul 22, 2019
West Chester Capital Advisors Inc 6,644 $364k Jun 30, 2019 Jul 30, 2019
Valicenti Advisory Services Inc 6,570 $360k Jun 30, 2019 Jul 17, 2019
Harbour Capital Advisors LLC 6,557 $359k Jun 30, 2019 Jul 10, 2019
Fernwood Investment Management LLC 6,540 $358k Jun 30, 2019 Aug 1, 2019
Cheviot Value Management LLC 6,532 $358k Jun 30, 2019 Aug 14, 2019
Total Investment Management Inc 6,666 $351k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 6,666 $351k Jun 30, 2019 Aug 7, 2019
van Strum & Towne Inc 6,367 $348k Jun 30, 2019 Aug 12, 2019
Birinyi Associates Inc 6,323 $346k Jun 30, 2019 Aug 5, 2019
Bridgeworth LLC 6,318 $346k Jun 30, 2019 Jul 25, 2019
Summit Financial Wealth Advisors LLC 6,306 $345k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 6,306 $345k Jun 30, 2019 Jul 16, 2019
LGL Partners LLC 6,230 $341k Jun 30, 2019 Aug 14, 2019
AULL & Monroe Investment Management Corp 6,221 $340k Jun 30, 2019 Jul 29, 2019
Traynor Capital Management Inc 6,174 $338k Jun 30, 2019 Jul 26, 2019
Emerald Investment Partners LLC 6,181 $338k Jun 30, 2019 Aug 12, 2019
Strategic Global Advisors LLC 6,151 $337k Jun 30, 2019 Aug 13, 2019
Paulson Wealth Management Inc 5,792 $334k Jun 30, 2019 Jul 30, 2019
Connecticut Wealth Management LLC 6,068 $332k Jun 30, 2019 Jul 29, 2019
Bluesky Wealth Advisors LLC 6,022 $330k Jun 30, 2019 Aug 5, 2019
Oxbow Advisors LLC 6,038 $330k Jun 30, 2019 Aug 7, 2019
Cutler Investment Counsel LLC 6,015 $329k Jun 30, 2019 Aug 5, 2019
REDW Stanley Financial Advisors LLC 5,975 $327k Jun 30, 2019 Aug 9, 2019
Piershale Financial Group Inc 5,965 $326k Jun 30, 2019 Jul 26, 2019
Doliver Capital Advisors LP 5,912 $324k Jun 30, 2019 Jul 25, 2019
Edgemoor Investment Advisors Inc 5,850 $320k Jun 30, 2019 Aug 9, 2019
Strategic Financial Group LLC 5,832 $319k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 5,832 $319k Jun 30, 2019 Jul 29, 2019
LESA Sroufe & Company Inc 5,811 $318k Jun 30, 2019 Jul 29, 2019
Terril Brothers Inc 5,797 $317k Jun 30, 2019 Aug 5, 2019
Sigma Investment Counselors Inc 5,689 $311k Jun 30, 2019 Jul 23, 2019
North American Management Corp 5,649 $309k Jun 30, 2019 Jul 30, 2019
Quadrant Private Wealth Management LLC 5,639 $309k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 5,589 $306k Jun 30, 2019 Aug 13, 2019
Clearstead Advisors LLC 5,547 $304k Jun 30, 2019 Aug 8, 2019
Cumberland Advisors Inc 5,550 $304k Jun 30, 2019 Jul 11, 2019
Portland Global Advisors LLC 5,551 $304k Jun 30, 2019 Jul 26, 2019
First Western Capital Management Company 5,489 $300k Jun 30, 2019 Aug 14, 2019
Hengehold Capital Management LLC 5,406 $296k Jun 30, 2019 Jul 23, 2019
WSFS Capital Management LLC 5,413 $296k Jun 30, 2019 Aug 14, 2019
Albert D Mason Inc 5,204 $285k Jun 30, 2019 Jul 30, 2019
Toroso Investments LLC 5,340 $282k Jun 30, 2019 Aug 15, 2019
BSW Wealth Partners LLC 5,112 $280k Jun 30, 2019 Aug 13, 2019
Haverford Financial Services Inc 5,098 $279k Jun 30, 2019 Aug 13, 2019
Carlson Capital Management LLC 5,088 $278k Jun 30, 2019 Jul 15, 2019
Jackson Grant Investment Advisers Inc 5,038 $276k Jun 30, 2019 Aug 13, 2019
Shayne & Co LLC 5,000 $274k Jun 30, 2019 Jul 24, 2019
Grace Capital 5,000 $274k Jun 30, 2019 Aug 14, 2019
Bigsur Wealth Management LLC 5,000 $274k Jun 30, 2019 Jul 5, 2019
Spearhead Capital Advisors LLC 4,890 $268k Jun 30, 2019 Jul 17, 2019
Barber Financial Group 4,838 $265k Jun 30, 2019 Aug 9, 2019
DAY & Ennis LLC 4,788 $262k Jun 30, 2019 Aug 2, 2019
DSC Advisors LP 4,782 $262k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 4,748 $260k Jun 30, 2019 Aug 7, 2019
Heritage Investment Group Inc 4,618 $253k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 4,618 $253k Jun 30, 2019 Aug 13, 2019
Family Management Corporation 4,559 $250k Jun 30, 2019 Aug 14, 2019
Driehaus Capital Management LLC 4,563 $250k Jun 30, 2019 Aug 14, 2019
SRB Corporation 4,545 $249k Jun 30, 2019 Aug 14, 2019
Autus Asset Management LLC 4,532 $248k Jun 30, 2019 Jul 15, 2019
Acorn Wealth Advisors LLC 4,671 $247k Jun 30, 2019 Aug 14, 2019
TMD & Associates Inc 4,459 $244k Jun 30, 2019 Aug 9, 2019
Magnetar Financial LLC 4,432 $243k Jun 30, 2019 Aug 14, 2019
Barry Investment Advisors LLC 4,414 $242k Jun 30, 2019 Jul 26, 2019
Wakefield Asset Management LLLP 4,378 $240k Jun 30, 2019 Aug 13, 2019
LLBH Private Wealth Management LLC 4,310 $236k Jun 30, 2019 Aug 13, 2019
PENN Davis Mcfarland Inc 4,287 $235k Jun 30, 2019 Jul 16, 2019
Caxton Associates LP 4,300 $235k Jun 30, 2019 Aug 14, 2019
Donald L Hagan LLC 4,280 $234k Jun 30, 2019 Jul 18, 2019
Campbell & Company Investment Adviser LLC 4,145 $227k Jun 30, 2019 Jul 10, 2019
Managed Account Services Inc 4,000 $226k Jun 30, 2019 Jul 15, 2019
Sather Financial Group Inc 4,146 $226k Jun 30, 2019 Jul 23, 2019
Midwest Professional Planners Ltd 4,137 $226k Jun 30, 2019 Aug 12, 2019
Planning Directions Inc 4,108 $225k Jun 30, 2019 Jul 15, 2019
Independence Advisors LLC 4,072 $223k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 4,072 $223k Jun 30, 2019 Aug 12, 2019
BTR Capital Management Inc 4,031 $221k Jun 30, 2019 Jul 18, 2019
Fairview Capital Investment Management LLC 4,047 $221k Jun 30, 2019 Aug 14, 2019
Mcrae Capital Management Inc 4,000 $219k Jun 30, 2019 Jul 29, 2019
Stordahl Capital Management Inc 3,767 $217k Jun 30, 2019 Jul 22, 2019
LBMC Investment Advisors LLC 3,955 $216k Jun 30, 2019 Jul 18, 2019
ELCO Management Company LLC 3,900 $213k Jun 30, 2019 Aug 1, 2019
Cornerstone Capital Inc 3,784 $207k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 3,784 $207k Jun 30, 2019 Aug 14, 2019
Lexaurum Advisors LLC 3,729 $204k Jun 30, 2019 Jul 19, 2019
HCR Wealth Advisors 3,668 $201k Jun 30, 2019 Jul 25, 2019
Baldwin Investment Management LLC 3,660 $200k Jun 30, 2019 Aug 6, 2019
Hanseatic Management Services Inc 3,477 $190k Jun 30, 2019 Jul 19, 2019
Litman Gregory Asset Management LLC 2,914 $159k Jun 30, 2019 Jul 31, 2019
Hallmark Capital Management Inc 2,848 $156k Jun 30, 2019 Aug 8, 2019
Maryland Capital Management LLC 2,850 $156k Jun 30, 2019 Aug 13, 2019
Seabridge Investment Advisors LLC 2,700 $148k Jun 30, 2019 Jul 18, 2019
Shamrock Asset Management LLC 2,482 $136k Jun 30, 2019 Aug 9, 2019
Acropolis Investment Management LLC 2,428 $133k Jun 30, 2019 Jul 11, 2019
Tortoise Index Solutions LLC 2,137 $117k Jun 30, 2019 Aug 14, 2019
The Pacific Center FOR Financial Services 2,058 $113k Jun 30, 2019 Aug 15, 2019
DT Investment Partners LLC 1,828 $100k Jun 30, 2019 Jul 30, 2019
Arbor Wealth Management LLC 1,568 $86k Jun 30, 2019 Jul 16, 2019
Alphaone Investment Services LLC 1,320 $72k Jun 30, 2019 Aug 13, 2019
Contravisory Investment Management Inc 1,254 $69k Jun 30, 2019 Jul 9, 2019
SNS Financial Group LLC 1,230 $67k Jun 30, 2019 Jul 26, 2019
Lucia Wealth Services LLC 1,144 $63k Jun 30, 2019 Jul 23, 2019
Summit Financial Group Inc 952 $52k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 952 $52k Jun 30, 2019 Jul 3, 2019
Stewart & Patten Co LLC 915 $50k Jun 30, 2019 Jul 17, 2019
Lombard Odier Transatlantic Limited 1,500 $48k Sep 30, 2016 Nov 14, 2016
Harding Loevner LP 845 $46k Jun 30, 2019 Aug 14, 2019
Asset Planning Services Inc 753 $41k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 753 $41k Jun 30, 2019 Jul 17, 2019
Concorde Asset Management LLC 731 $40k Jun 30, 2019 Aug 8, 2019
Northstar Asset Management Inc 300 $16k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 300 $16k Jun 30, 2019 Jul 16, 2019
Avondale Wealth Management LLC 297 $16k Jun 30, 2019 Jul 26, 2019
Colonial Trust Advisors Inc 161 $9k Jun 30, 2019 Aug 21, 2019
Cranbrook Wealth Management LLC 100 $5k Jun 30, 2019 Aug 7, 2019
Cowen Prime Services LLC 100 $5k Jun 30, 2019 Jul 31, 2019
Berkshire Capital Holdings Inc 10 $1k Jun 30, 2019 Aug 13, 2019
Claraphi Advisory Network LLC 10 $1k Jun 30, 2019 Jul 29, 2019
Centerstar Asset Management LLC 23,600 $1k Put Jun 30, 2019 Aug 2, 2019
Beacon Capital Management Inc 2 $0k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management LLC 2 $0k Jun 30, 2019 Jul 18, 2019
Independent Advisor Alliance LLC 7,249 $0k Jun 30, 2019 Aug 12, 2019

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