JPMORGAN CHASE & CO
(46625H100)
Relatórios de fundos JPMORGAN CHASE & CO de acordo com os registros 13F
| Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 96,004 | $10,733,247k | Jun 30, 2019 | Aug 6, 2019 | |
| Rmsincerbeaux Capital Management LLC | 38,814 | $4,339,405k | Jun 30, 2019 | Aug 9, 2019 | |
| Dodge & COX | 24,985,619 | $2,793,392k | Jun 30, 2019 | Aug 13, 2019 | |
| Cantab Capital Partners LLP | 19,149 | $1,829,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Mader & Shannon Wealth Management Inc | 13,944 | $1,558,939k | Jun 30, 2019 | Aug 13, 2019 | |
| GS Investments Inc | 13,485 | $1,507,623k | Jun 30, 2019 | Aug 9, 2019 | |
| Laffer Investments Inc | 6,953 | $777,345k | Jun 30, 2019 | Aug 15, 2019 | |
| Sanders Capital LLC | 4,393,517 | $548,947k | Jun 30, 2019 | Jul 23, 2019 | |
| Greenhaven Associates Inc | 4,903,076 | $548,164k | Jun 30, 2019 | Aug 7, 2019 | |
| Thornburg Investment Management Inc | 4,382,079 | $489,916k | Jun 30, 2019 | Aug 6, 2019 | |
| Brandywine Global Investment Management LLC | 4,273,306 | $477,756k | Jun 30, 2019 | Aug 14, 2019 | |
| Retirement Income Solutions Inc | 4,245 | $475,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Mawer Investment Management Ltd | 4,223,119 | $472,017k | Jun 30, 2019 | Aug 6, 2019 | |
| Aristotle Capital Management LLC | 3,005,853 | $336,054k | Jun 30, 2019 | Aug 14, 2019 | |
| Charles Schwab Investment Advisory Inc | 2,744,618 | $306,848k | Jun 30, 2019 | Aug 12, 2019 | |
| Diamond Hill Capital Management Inc | 2,547,734 | $284,837k | Jun 30, 2019 | Aug 1, 2019 | |
| Pzena Investment Management LLC | 2,460,634 | $275,099k | Jun 30, 2019 | Aug 2, 2019 | |
| Acadian Asset Management LLC | 2,076,323 | $232,129k | Jun 30, 2019 | Aug 8, 2019 | |
| Brave Warrior Advisors LLC | 2,038,845 | $227,943k | Jun 30, 2019 | Aug 14, 2019 | |
| MOON Capital Management LLC | 2,000 | $223,600k | Jun 30, 2019 | Jul 11, 2019 | |
| Santa Barbara Asset Management LLC | 2,112,810 | $213,880k | Mar 31, 2019 | May 14, 2019 | |
| RE Advisers Corporation | 1,849,400 | $206,763k | Jun 30, 2019 | Aug 12, 2019 | |
| Schafer Cullen Capital Management Inc | 1,735,929 | $200,153k | Jun 30, 2019 | Jul 30, 2019 | |
| Janus Capital Management LLC | 2,101,747 | $184,601k | Mar 31, 2017 | May 16, 2017 | |
| Westend Advisors LLC | 1,637 | $183,016k | Jun 30, 2019 | Jul 23, 2019 | |
| Waverton Investment Management Limited | 1,054,874 | $117,935k | Jun 30, 2019 | Jul 17, 2019 | |
| OZ Management LP | 967,193 | $108,132k | Jun 30, 2019 | Aug 16, 2019 | |
| Argent Capital Management LLC | 959,991 | $107,327k | Jun 30, 2019 | Aug 15, 2019 | |
| Focused Investors LLC | 936,600 | $104,712k | Jun 30, 2019 | Jul 16, 2019 | |
| Douglas Lane & Associates LLC | 870,107 | $97,278k | Jun 30, 2019 | Jul 8, 2019 | |
| Smead Capital Management Inc | 830,623 | $92,864k | Jun 30, 2019 | Jul 26, 2019 | |
| Cornerstone Investment Partners LLC | 824,540 | $92,184k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Partners LLC | 824,540 | $92,184k | Jun 30, 2019 | Jul 19, 2019 | |
| Capital Guardian Trust Company | 765,727 | $85,340k | Jun 30, 2019 | Aug 14, 2019 | |
| NWQ Investment Management Company LLC | 732,283 | $81,869k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli Funds LLC | 709,417 | $79,313k | Jun 30, 2019 | Aug 2, 2019 | |
| Miller Value Partners LLC | 706,025 | $78,934k | Jun 30, 2019 | Aug 14, 2019 | |
| Becker Capital Management Inc | 674,835 | $75,447k | Jun 30, 2019 | Aug 8, 2019 | |
| Cullen Capital Management LLC | 660,630 | $73,858k | Jun 30, 2019 | Jul 30, 2019 | |
| 1919 Investment Counsel LLC | 1,015,197 | $61,156k | Sep 30, 2014 | Nov 14, 2014 | |
| Locust WOOD Capital Advisers LLC | 529,127 | $59,156k | Jun 30, 2019 | Jul 24, 2019 | |
| SNOW Capital Management LP | 523,092 | $58,482k | Jun 30, 2019 | Aug 13, 2019 | |
| TODD Asset Management LLC | 514,393 | $57,509k | Jun 30, 2019 | Aug 6, 2019 | |
| Atalanta Sosnoff Capital LLC | 482,568 | $53,951k | Jun 30, 2019 | Jul 15, 2019 | |
| Madison Investment Holdings Inc | 468,928 | $52,426k | Jun 30, 2019 | Aug 13, 2019 | |
| Staley Capital Advisers Inc | 467,026 | $52,214k | Jun 30, 2019 | Aug 9, 2019 | |
| RNC Capital Management LLC | 440,530 | $49,251k | Jun 30, 2019 | Jul 25, 2019 | |
| Tocqueville Asset Management LP | 438,419 | $49,015k | Jun 30, 2019 | Jul 31, 2019 | |
| Seizert Capital Partners LLC | 438,129 | $48,983k | Jun 30, 2019 | Aug 6, 2019 | |
| Hosking Partners LLP | 399,427 | $44,656k | Jun 30, 2019 | Aug 13, 2019 | |
| Dupont Capital Management Corp | 394,773 | $44,136k | Jun 30, 2019 | Jul 30, 2019 | |
| Payden & Rygel | 391,917 | $43,816k | Jun 30, 2019 | Aug 6, 2019 | |
| First Manhattan Co | 381,427 | $42,643k | Jun 30, 2019 | Aug 16, 2019 | |
| Waters Parkerson & Co LLC | 375,274 | $41,956k | Jun 30, 2019 | Aug 6, 2019 | |
| Nippon Life Global Investors Americas Inc | 354,420 | $39,624k | Jun 30, 2019 | Jul 23, 2019 | |
| Cambridge Investment Research Advisors Inc | 335,891 | $37,553k | Jun 30, 2019 | Aug 15, 2019 | |
| River ROAD Asset Management LLC | 312,097 | $34,892k | Jun 30, 2019 | Aug 12, 2019 | |
| Pacer Advisors Inc | 311,702 | $34,848k | Jun 30, 2019 | Aug 12, 2019 | |
| Adams Diversified Equity Fund Inc | 298,200 | $33,339k | Jun 30, 2019 | Jul 29, 2019 | |
| ZWJ Investment Counsel Inc | 285,435 | $31,912k | Jun 30, 2019 | Jul 24, 2019 | |
| Davidson Investment Advisors Inc | 281,449 | $31,466k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornerstone Advisors Inc | 282,000 | $28,547k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 282,000 | $28,547k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 282,000 | $28,547k | Mar 31, 2019 | May 13, 2019 | |
| Mairs and Power Inc | 247,263 | $27,644k | Jun 30, 2019 | Aug 14, 2019 | |
| North American Management Corp | 246,710 | $27,582k | Jun 30, 2019 | Jul 30, 2019 | |
| Gillespie Robinson & Grimm Inc | 245,621 | $27,460k | Jun 30, 2019 | Jul 22, 2019 | |
| Bowen Hanes & Co Inc | 245,239 | $27,418k | Jun 30, 2019 | Aug 13, 2019 | |
| Weitz Investment Management Inc | 243,500 | $27,223k | Jun 30, 2019 | Aug 8, 2019 | |
| Schwerin Boyle Capital Management Inc | 241,755 | $27,028k | Jun 30, 2019 | Aug 13, 2019 | |
| Chesley TAFT & Associates LLC | 240,612 | $26,900k | Jun 30, 2019 | Jul 10, 2019 | |
| Badgley Phelps and Bell Inc | 240,172 | $26,851k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Wealth Partners LLC | 238,707 | $26,687k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 238,707 | $26,687k | Jun 30, 2019 | Aug 6, 2019 | |
| Cooke & Bieler LP | 237,700 | $26,575k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Investment Management LLC | 236,938 | $26,490k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 236,938 | $26,490k | Jun 30, 2019 | Aug 12, 2019 | |
| Abner Herrman & Brock LLC | 235,716 | $26,353k | Jun 30, 2019 | Jul 19, 2019 | |
| Cohen & Steers Capital Management Inc | 434,594 | $26,328k | Mar 31, 2015 | May 15, 2015 | |
| Interocean Capital LLC | 234,205 | $26,184k | Jun 30, 2019 | Aug 13, 2019 | |
| Morningstar Investment Services LLC | 233,389 | $26,093k | Jun 30, 2019 | Aug 13, 2019 | |
| Taurus Asset Management LLC | 232,720 | $26,018k | Jun 30, 2019 | Aug 14, 2019 | |
| Spears Abacus Advisors LLC | 230,931 | $25,818k | Jun 30, 2019 | Aug 9, 2019 | |
| Front Barnett Associates LLC | 221,812 | $24,799k | Jun 30, 2019 | Aug 6, 2019 | |
| Willis Investment Counsel Inc | 218,249 | $24,400k | Jun 30, 2019 | Aug 14, 2019 | |
| The Roosevelt Investment Group Inc | 198,767 | $22,222k | Jun 30, 2019 | Aug 8, 2019 | |
| BEL AIR Investment Advisors LLC | 425,566 | $21,998k | Sep 30, 2013 | Nov 12, 2013 | |
| Deroy & Devereaux Private Investment Counsel Inc | 190,526 | $21,301k | Jun 30, 2019 | Jul 22, 2019 | |
| Chilton Capital Management LLC | 189,839 | $21,224k | Jun 30, 2019 | Aug 13, 2019 | |
| Guardian Capital LP | 184,382 | $20,614k | Jun 30, 2019 | Aug 14, 2019 | |
| Flippin Bruce & Porter Inc | 182,914 | $20,450k | Jun 30, 2019 | Aug 6, 2019 | |
| Janney Capital Management LLC | 182,916 | $20,450k | Jun 30, 2019 | Jul 29, 2019 | |
| Azimuth Capital Management LLC | 178,427 | $19,948k | Jun 30, 2019 | Aug 13, 2019 | |
| Carret Asset Management LLC | 177,873 | $19,886k | Jun 30, 2019 | Aug 12, 2019 | |
| Beacon Investment Advisory Services Inc | 177,029 | $19,792k | Jun 30, 2019 | Aug 7, 2019 | |
| Courant Investment Management LLC | 176,592 | $19,743k | Jun 30, 2019 | Jul 24, 2019 | |
| Crawford Lake Capital Management LLC | 175,097 | $19,576k | Jun 30, 2019 | Aug 14, 2019 | |
| Matthew 25 Management Corp | 175,000 | $19,565k | Jun 30, 2019 | Aug 13, 2019 | |
| LOWE Brockenbrough & Company Inc | 174,528 | $19,512k | Jun 30, 2019 | Aug 12, 2019 | |
| Cadinha & Co LLC | 173,613 | $19,410k | Jun 30, 2019 | Aug 9, 2019 | |
| BTR Capital Management Inc | 164,688 | $18,412k | Jun 30, 2019 | Jul 18, 2019 | |
| Impax Asset Management LLC | 175,818 | $18,320k | Jun 30, 2018 | Aug 14, 2018 | |
| Impax Asset Management Ltd | 175,818 | $18,320k | Jun 30, 2018 | Aug 14, 2018 | |
| Appleton Partners Inc | 159,611 | $17,845k | Jun 30, 2019 | Jul 25, 2019 | |
| QS Investors LLC | 159,357 | $17,817k | Jun 30, 2019 | Aug 14, 2019 | |
| Quest Investment Management LLC | 158,151 | $17,681k | Jun 30, 2019 | Aug 13, 2019 | |
| Howard Capital Management Inc | 153,829 | $17,198k | Jun 30, 2019 | Jul 24, 2019 | |
| Cypress Capital Management LLC | 151,986 | $16,992k | Jun 30, 2019 | Aug 5, 2019 | |
| Osborne Partners Capital Management LLC | 146,841 | $16,417k | Jun 30, 2019 | Jul 18, 2019 | |
| Greystone Managed Investments Inc | 145,659 | $16,285k | Jun 30, 2019 | Jul 23, 2019 | |
| ACR Alpine Capital Research LLC | 144,751 | $16,183k | Jun 30, 2019 | Aug 5, 2019 | |
| Vestor Capital LLC | 140,833 | $15,745k | Jun 30, 2019 | Aug 6, 2019 | |
| Grassi Investment Management LLC | 135,849 | $15,188k | Jun 30, 2019 | Jul 10, 2019 | |
| 10-15 Associates Inc | 135,704 | $15,172k | Jun 30, 2019 | Aug 12, 2019 | |
| Tufton Capital Management LLC | 133,451 | $14,919k | Jun 30, 2019 | Jul 26, 2019 | |
| Cohen Capital Management Inc | 132,475 | $14,811k | Jun 30, 2019 | Aug 7, 2019 | |
| Rockshelter Capital Management LLC | 131,123 | $14,660k | Jun 30, 2019 | Aug 14, 2019 | |
| Callahan Advisors LLC | 130,659 | $14,608k | Jun 30, 2019 | Jul 17, 2019 | |
| KLCM Advisors Inc | 128,968 | $14,419k | Jun 30, 2019 | Aug 15, 2019 | |
| Middleton & Company Inc | 128,748 | $14,394k | Jun 30, 2019 | Jul 25, 2019 | |
| Hennessy Advisors Inc | 125,850 | $14,070k | Jun 30, 2019 | Jul 11, 2019 | |
| Boston Common Asset Management LLC | 116,723 | $13,050k | Jun 30, 2019 | Jul 26, 2019 | |
| DSC Advisors LP | 116,000 | $12,969k | Jun 30, 2019 | Aug 14, 2019 | |
| Premier Asset Management LLC | 114,280 | $12,776k | Jun 30, 2019 | Aug 7, 2019 | |
| Cohen Klingenstein LLC | 114,279 | $12,776k | Jun 30, 2019 | Jul 15, 2019 | |
| Pictet North America Advisors SA | 113,272 | $12,664k | Jun 30, 2019 | Aug 7, 2019 | |
| CCM Investment Advisers LLC | 111,667 | $12,484k | Jun 30, 2019 | Aug 5, 2019 | |
| Birch Hill Investment Advisors LLC | 110,510 | $12,355k | Jun 30, 2019 | Jul 22, 2019 | |
| Affinity Investment Advisors LLC | 110,120 | $12,311k | Jun 30, 2019 | Aug 8, 2019 | |
| Calamos Wealth Management LLC | 109,184 | $12,207k | Jun 30, 2019 | Aug 7, 2019 | |
| Steigerwald Gordon & KOCH Inc | 108,449 | $12,125k | Jun 30, 2019 | Jul 15, 2019 | |
| Cobiz Wealth LLC | 106,491 | $11,906k | Jun 30, 2019 | Jul 8, 2019 | |
| Haverford Financial Services Inc | 106,256 | $11,879k | Jun 30, 2019 | Aug 13, 2019 | |
| Strategy Asset Managers LLC | 105,332 | $11,776k | Jun 30, 2019 | Aug 14, 2019 | |
| Alley Company LLC | 103,590 | $11,581k | Jun 30, 2019 | Jul 30, 2019 | |
| SVA Plumb Wealth Management LLC | 103,492 | $11,570k | Jun 30, 2019 | Aug 13, 2019 | |
| Torray LLC | 103,431 | $11,564k | Jun 30, 2019 | Aug 8, 2019 | |
| TDAM USA Inc | 103,120 | $11,529k | Jun 30, 2019 | Aug 1, 2019 | |
| Rothschild Capital Partners LLC | 103,046 | $11,521k | Jun 30, 2019 | Jul 17, 2019 | |
| Murphy Capital Management Inc | 102,575 | $11,467k | Jun 30, 2019 | Jul 22, 2019 | |
| Eagle Ridge Investment Management LLC | 102,570 | $11,467k | Jun 30, 2019 | Aug 1, 2019 | |
| Regent Investment Management LLC | 102,170 | $11,423k | Jun 30, 2019 | Jul 15, 2019 | |
| The Bollard Group LLC | 102,098 | $11,415k | Jun 30, 2019 | Aug 13, 2019 | |
| Guardian Capital Advisors LP | 100,999 | $11,394k | Jun 30, 2019 | Aug 14, 2019 | |
| Winslow Asset Management Inc | 101,479 | $11,345k | Jun 30, 2019 | Jul 29, 2019 | |
| Teewinot Capital Advisers LLC | 101,207 | $11,315k | Jun 30, 2019 | Aug 15, 2019 | |
| DAVY Asset Management Limited | 100,984 | $11,290k | Jun 30, 2019 | Jul 19, 2019 | |
| Choate Investment Advisors LLC | 100,239 | $11,207k | Jun 30, 2019 | Aug 14, 2019 | |
| Graham Capital Management LP | 100,000 | $11,180k | Jun 30, 2019 | Aug 14, 2019 | |
| Dalton Greiner Hartman Maher & Co LLC | 99,103 | $11,080k | Jun 30, 2019 | Jul 10, 2019 | |
| Redwood Capital Management LLC | 99,000 | $11,068k | Jun 30, 2019 | Aug 14, 2019 | |
| Overbrook Management Corporation | 98,263 | $10,986k | Jun 30, 2019 | Aug 13, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 93,862 | $10,494k | Jun 30, 2019 | Aug 9, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 93,772 | $10,484k | Jun 30, 2019 | Jul 25, 2019 | |
| Richard Bernstein Advisors LLC | 92,213 | $10,309k | Jun 30, 2019 | Aug 9, 2019 | |
| Skylands Capital LLC | 91,800 | $10,263k | Jun 30, 2019 | Jul 29, 2019 | |
| Northpointe Capital LLC | 91,780 | $10,261k | Jun 30, 2019 | Jul 26, 2019 | |
| Gratus Capital LLC | 91,558 | $10,236k | Jun 30, 2019 | Aug 7, 2019 | |
| Aristotle Atlantic Partners LLC | 91,270 | $10,204k | Jun 30, 2019 | Aug 13, 2019 | |
| Thompson Investment Management Inc | 90,820 | $10,154k | Jun 30, 2019 | Aug 7, 2019 | |
| Daiwa SB Investments USA Ltd | 99,940 | $10,117k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 99,940 | $10,117k | Mar 31, 2019 | Apr 18, 2019 | |
| New England Asset Management Inc | 89,742 | $10,033k | Jun 30, 2019 | Aug 14, 2019 | |
| Dearborn Partners LLC | 88,950 | $9,945k | Jun 30, 2019 | Jul 29, 2019 | |
| Wealthplan Partners Inc | 89,790 | $9,818k | Jun 30, 2019 | Aug 19, 2019 | |
| Westchester Capital Management Inc | 87,288 | $9,759k | Jun 30, 2019 | Aug 5, 2019 | |
| Westchester Capital Management LLC | 87,288 | $9,759k | Jun 30, 2019 | Aug 5, 2019 | |
| Venturi Wealth Management LLC | 83,198 | $9,302k | Jun 30, 2019 | Aug 7, 2019 | |
| OFI Advisors LLC | 151,711 | $9,250k | Sep 30, 2015 | Nov 16, 2015 | |
| Strategic Financial Services Inc | 81,183 | $9,076k | Jun 30, 2019 | Aug 13, 2019 | |
| Hoylecohen LLC | 80,839 | $9,038k | Jun 30, 2019 | Aug 9, 2019 | |
| Crawford Investment Counsel Inc | 79,882 | $8,931k | Jun 30, 2019 | Aug 12, 2019 | |
| Apriem Advisors | 79,771 | $8,918k | Jun 30, 2019 | Aug 14, 2019 | |
| Punch & Associates Investment Management Inc | 79,123 | $8,846k | Jun 30, 2019 | Aug 14, 2019 | |
| Security Asset Management Inc | 76,947 | $8,603k | Jun 30, 2019 | Aug 6, 2019 | |
| Stoneridge Investment Partners LLC | 75,193 | $8,407k | Jun 30, 2019 | Jul 29, 2019 | |
| MSD Partners LP | 75,000 | $8,385k | Jun 30, 2019 | Aug 14, 2019 | |
| Gilder Gagnon HOWE & Co LLC | 74,692 | $8,351k | Jun 30, 2019 | Aug 13, 2019 | |
| Peak Asset Management LLC | 73,275 | $8,192k | Jun 30, 2019 | Aug 15, 2019 | |
| Everence Capital Management Inc | 72,634 | $8,120k | Jun 30, 2019 | Aug 2, 2019 | |
| Woodley Farra Manion Portfolio Management Inc | 71,204 | $7,961k | Jun 30, 2019 | Aug 12, 2019 | |
| Hendley & Co Inc | 70,969 | $7,934k | Jun 30, 2019 | Aug 8, 2019 | |
| COVE Street Capital LLC | 69,434 | $7,763k | Jun 30, 2019 | Aug 13, 2019 | |
| SAND Hill Global Advisors LLC | 68,857 | $7,698k | Jun 30, 2019 | Aug 13, 2019 | |
| Fagan Associates Inc | 67,858 | $7,587k | Jun 30, 2019 | Jul 12, 2019 | |
| Tradition Capital Management LLC | 73,044 | $7,394k | Mar 31, 2019 | May 7, 2019 | |
| Capwealth Advisors LLC | 65,789 | $7,355k | Jun 30, 2019 | Aug 13, 2019 | |
| Boyar Asset Management Inc | 65,412 | $7,313k | Jun 30, 2019 | Aug 6, 2019 | |
| Bourgeon Capital Management LLC | 65,183 | $7,287k | Jun 30, 2019 | Jul 18, 2019 | |
| Pacific Global Investment Management Co | 65,105 | $7,279k | Jun 30, 2019 | Aug 14, 2019 | |
| Westfield Capital Management Company LP | 65,010 | $7,268k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornerstone Capital Inc | 64,835 | $7,249k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 64,835 | $7,249k | Jun 30, 2019 | Aug 14, 2019 | |
| GHP Investment Advisors Inc | 64,455 | $7,206k | Jun 30, 2019 | Aug 2, 2019 | |
| Crystal Rock Capital Management LLC | 63,993 | $7,154k | Jun 30, 2019 | Aug 9, 2019 | |
| Fulcrum Capital LLC | 63,727 | $7,125k | Jun 30, 2019 | Jul 29, 2019 | |
| Buckley Wealth Management LLC | 63,695 | $7,121k | Jun 30, 2019 | Jul 19, 2019 | |
| The Investment House LLC | 62,805 | $7,022k | Jun 30, 2019 | Aug 5, 2019 | |
| Beese Fulmer Investment Management Inc | 62,322 | $6,968k | Jun 30, 2019 | Jul 5, 2019 | |
| Independent Investors Inc | 61,651 | $6,892k | Jun 30, 2019 | Jul 18, 2019 | |
| Origin Asset Management LLP | 60,722 | $6,789k | Jun 30, 2019 | Aug 9, 2019 | |
| Sigma Investment Counselors Inc | 60,676 | $6,784k | Jun 30, 2019 | Jul 23, 2019 | |
| The RICE Partnership LLC | 60,399 | $6,753k | Jun 30, 2019 | Jul 25, 2019 | |
| Lyell Wealth Management LP | 59,884 | $6,695k | Jun 30, 2019 | Aug 1, 2019 | |
| Wells Trecaso Financial Group LLC | 59,534 | $6,655k | Jun 30, 2019 | Jul 22, 2019 | |
| Green Square Capital LLC | 59,482 | $6,650k | Jun 30, 2019 | Aug 14, 2019 | |
| Providence Wealth Advisors LLC | 58,337 | $6,636k | Jun 30, 2019 | Jul 22, 2019 | |
| Crossvault Capital Management LLC | 58,455 | $6,535k | Jun 30, 2019 | Jul 19, 2019 | |
| Merriman Wealth Management LLC | 5,737 | $6,522k | Jun 30, 2019 | Jul 31, 2019 | |
| Wespac Advisors Socal LLC | 57,959 | $6,479k | Jun 30, 2019 | Jul 30, 2019 | |
| Schulhoff & Co Inc | 57,160 | $6,390k | Jun 30, 2019 | Aug 7, 2019 | |
| Garland Capital Management Inc | 56,940 | $6,366k | Jun 30, 2019 | Jul 24, 2019 | |
| JGP Wealth Management LLC | 56,942 | $6,366k | Jun 30, 2019 | Jul 15, 2019 | |
| Addenda Capital Inc | 56,244 | $6,289k | Jun 30, 2019 | Jul 12, 2019 | |
| Ipswich Investment Management Company Inc | 55,572 | $6,213k | Jun 30, 2019 | Jul 11, 2019 | |
| Mengis Capital Management Inc | 54,995 | $6,148k | Jun 30, 2019 | Jul 18, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 54,739 | $6,120k | Jun 30, 2019 | Aug 6, 2019 | |
| Telos Capital Management Inc | 54,623 | $6,107k | Jun 30, 2019 | Jul 19, 2019 | |
| Segment Wealth Management LLC | 53,845 | $6,020k | Jun 30, 2019 | Jul 29, 2019 | |
| YCG LLC | 52,443 | $5,915k | Jun 30, 2019 | Jul 23, 2019 | |
| CWH Capital Management Inc | 52,392 | $5,857k | Jun 30, 2019 | Aug 14, 2019 | |
| Sandler Capital Management | 52,146 | $5,830k | Jun 30, 2019 | Aug 14, 2019 | |
| HGI Capital Management LLC | 51,043 | $5,707k | Jun 30, 2019 | Jul 26, 2019 | |
| Hamel Associates Inc | 50,920 | $5,693k | Jun 30, 2019 | Aug 5, 2019 | |
| Perkins Investment Management LLC | 64,724 | $5,685k | Mar 31, 2017 | May 15, 2017 | |
| Valicenti Advisory Services Inc | 50,799 | $5,679k | Jun 30, 2019 | Jul 17, 2019 | |
| Exchange Capital Management Inc | 50,268 | $5,620k | Jun 30, 2019 | Jul 22, 2019 | |
| Cambria Investment Management LP | 50,200 | $5,612k | Jun 30, 2019 | Aug 12, 2019 | |
| ARGA Investment Management LP | 49,942 | $5,584k | Jun 30, 2019 | Jul 31, 2019 | |
| Woodstock Corporation | 49,025 | $5,481k | Jun 30, 2019 | Jul 3, 2019 | |
| Strategic Advisors LLC | 48,093 | $5,376k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 48,093 | $5,376k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 48,093 | $5,376k | Jun 30, 2019 | Jul 22, 2019 | |
| Wellington Shields & Co LLC | 47,852 | $5,350k | Jun 30, 2019 | Aug 8, 2019 | |
| HCR Wealth Advisors | 47,792 | $5,343k | Jun 30, 2019 | Jul 25, 2019 | |
| Parthenon LLC | 47,734 | $5,337k | Jun 30, 2019 | Jul 29, 2019 | |
| Lincoln Capital Corporation | 46,874 | $5,241k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 46,874 | $5,241k | Jun 30, 2019 | Jul 12, 2019 | |
| Allied Investment Advisors LLC | 46,834 | $5,236k | Jun 30, 2019 | Jul 17, 2019 | |
| Spectrum Management Group Inc | 46,794 | $5,232k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 46,794 | $5,232k | Jun 30, 2019 | Aug 2, 2019 | |
| Brookmont Capital Management LLC | 45,933 | $5,135k | Jun 30, 2019 | Jul 18, 2019 | |
| American Money Management LLC | 45,465 | $5,083k | Jun 30, 2019 | Aug 12, 2019 | |
| Shepherd Financial Partners LLC | 45,343 | $5,069k | Jun 30, 2019 | Aug 5, 2019 | |
| Bronfman EL Rothschild LP | 45,172 | $5,050k | Jun 30, 2019 | Aug 12, 2019 | |
| Westover Capital Advisors LLC | 45,040 | $5,035k | Jun 30, 2019 | Aug 13, 2019 | |
| Maltese Capital Management LLC | 45,000 | $5,031k | Jun 30, 2019 | Aug 14, 2019 | |
| Selway Asset Management Inc | 44,979 | $5,029k | Jun 30, 2019 | Jul 30, 2019 | |
| Altavista Wealth Management Inc | 44,873 | $5,017k | Jun 30, 2019 | Aug 13, 2019 | |
| Argyle Capital Management Inc | 44,845 | $5,014k | Jun 30, 2019 | Jul 25, 2019 | |
| Port Capital LLC | 44,534 | $4,979k | Jun 30, 2019 | Aug 14, 2019 | |
| Signature Estate & Investment Advisors LLC | 44,246 | $4,947k | Jun 30, 2019 | Aug 1, 2019 | |
| Elgethun Capital Management | 44,183 | $4,940k | Jun 30, 2019 | Aug 8, 2019 | |
| Cardan Capital Partners LLC | 44,190 | $4,940k | Jun 30, 2019 | Jul 16, 2019 | |
| Buckhead Capital Management LLC | 44,039 | $4,924k | Jun 30, 2019 | Aug 1, 2019 | |
| CAMG Solamere Management LLC | 43,711 | $4,887k | Jun 30, 2019 | Aug 13, 2019 | |
| E & G Advisors LP | 43,553 | $4,869k | Jun 30, 2019 | Jul 12, 2019 | |
| Brave Asset Management Inc | 43,540 | $4,868k | Jun 30, 2019 | Aug 5, 2019 | |
| Intersect Capital LLC | 43,407 | $4,853k | Jun 30, 2019 | Aug 9, 2019 | |
| Terril Brothers Inc | 43,002 | $4,808k | Jun 30, 2019 | Aug 5, 2019 | |
| Jolley Asset Management LLC | 42,111 | $4,708k | Jun 30, 2019 | Jul 22, 2019 | |
| Rossmore Private Capital LLC | 41,514 | $4,641k | Jun 30, 2019 | Aug 5, 2019 | |
| Granite Group Advisors LLC | 41,368 | $4,625k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 41,368 | $4,625k | Jun 30, 2019 | Jul 23, 2019 | |
| EFG Asset Management Americas Corp | 40,575 | $4,588k | Jun 30, 2019 | Jul 9, 2019 | |
| Hedeker Wealth LLC | 40,905 | $4,573k | Jun 30, 2019 | Jul 26, 2019 | |
| ALTA Capital Management LLC | 40,793 | $4,560k | Jun 30, 2019 | Jul 26, 2019 | |
| Augustine Asset Management Inc | 40,067 | $4,479k | Jun 30, 2019 | Aug 5, 2019 | |
| QVT Financial LP | 39,530 | $4,419k | Jun 30, 2019 | Aug 14, 2019 | |
| Harbour Capital Advisors LLC | 39,299 | $4,394k | Jun 30, 2019 | Jul 10, 2019 | |
| KMS Financial Services Inc | 72,700 | $4,379k | Sep 30, 2014 | Nov 17, 2014 | |
| Cottage Street Advisors LLC | 39,090 | $4,370k | Jun 30, 2019 | Aug 2, 2019 | |
| Arjuna Capital LLC | 38,797 | $4,338k | Jun 30, 2019 | Aug 21, 2019 | |
| DF DENT and Company Inc | 38,754 | $4,333k | Jun 30, 2019 | Aug 15, 2019 | |
| Chatham Capital Group Inc | 38,508 | $4,305k | Jun 30, 2019 | Jul 24, 2019 | |
| van Strum & Towne Inc | 38,457 | $4,299k | Jun 30, 2019 | Aug 12, 2019 | |
| Grace Capital | 38,037 | $4,253k | Jun 30, 2019 | Aug 14, 2019 | |
| Advanced Asset Management Advisors Inc | 38,025 | $4,251k | Jun 30, 2019 | Aug 2, 2019 | |
| Baker Ellis Asset Management LLC | 37,875 | $4,234k | Jun 30, 2019 | Aug 12, 2019 | |
| United Asset Strategies Inc | 37,840 | $4,231k | Jun 30, 2019 | Jul 31, 2019 | |
| SFE Investment Counsel Inc | 37,572 | $4,201k | Jun 30, 2019 | Jul 26, 2019 | |
| Hall Capital Management Company Inc | 37,512 | $4,194k | Jun 30, 2019 | Aug 14, 2019 | |
| Spearhead Capital Advisors LLC | 37,188 | $4,158k | Jun 30, 2019 | Jul 17, 2019 | |
| West Branch Capital LLC | 37,098 | $4,148k | Jun 30, 2019 | Aug 5, 2019 | |
| Horizon Investment Services LLC | 37,087 | $4,146k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 37,087 | $4,146k | Jun 30, 2019 | Aug 13, 2019 | |
| New England Private Wealth Advisors LLC | 36,919 | $4,129k | Jun 30, 2019 | Aug 8, 2019 | |
| Dorchester Wealth Management Company | 36,511 | $4,082k | Jun 30, 2019 | Jul 19, 2019 | |
| Andesa Financial Management Inc | 36,420 | $4,078k | Jun 30, 2019 | Jul 30, 2019 | |
| Lejeune Puetz Investment Counsel | 36,316 | $4,060k | Jun 30, 2019 | Jul 29, 2019 | |
| Abbrea Capital LLC | 36,187 | $4,046k | Jun 30, 2019 | Jul 31, 2019 | |
| Baring International Investment Ltd | 70,110 | $4,040k | Jun 30, 2014 | Jul 21, 2014 | |
| LVW Advisors LLC | 35,967 | $4,021k | Jun 30, 2019 | Aug 14, 2019 | |
| Traynor Capital Management Inc | 35,156 | $3,996k | Jun 30, 2019 | Jul 26, 2019 | |
| DUFF & Phelps Investment Management Co | 35,565 | $3,976k | Jun 30, 2019 | Aug 2, 2019 | |
| CPWM LLC | 35,567 | $3,976k | Jun 30, 2019 | Aug 2, 2019 | |
| Sawgrass Asset Management LLC | 35,435 | $3,962k | Jun 30, 2019 | Jul 23, 2019 | |
| Baugh & Associates LLC | 35,328 | $3,950k | Jun 30, 2019 | Jul 23, 2019 | |
| Grand JEAN Capital Management Inc | 35,223 | $3,938k | Jun 30, 2019 | Aug 13, 2019 | |
| Monetta Financial Services Inc | 35,000 | $3,913k | Jun 30, 2019 | Aug 9, 2019 | |
| Viking Fund Management LLC | 35,000 | $3,913k | Jun 30, 2019 | Jul 16, 2019 | |
| Ulysses Management LLC | 35,000 | $3,913k | Jun 30, 2019 | Aug 14, 2019 | |
| Joel Isaacson & Co LLC | 34,995 | $3,912k | Jun 30, 2019 | Jul 11, 2019 | |
| KARP Capital Management Corporation | 34,627 | $3,871k | Jun 30, 2019 | Aug 8, 2019 | |
| Stillwater Investment Management LLC | 34,545 | $3,862k | Jun 30, 2019 | Jul 3, 2019 | |
| Oarsman Capital Inc | 34,172 | $3,820k | Jun 30, 2019 | Aug 13, 2019 | |
| Vivaldi Capital Management LLC | 34,104 | $3,813k | Jun 30, 2019 | Aug 14, 2019 | |
| Woodmont Investment Counsel LLC | 33,289 | $3,722k | Jun 30, 2019 | Aug 14, 2019 | |
| Marietta Wealth Management LLC | 32,965 | $3,686k | Jun 30, 2019 | Aug 14, 2019 | |
| Excalibur Management Corp | 32,948 | $3,684k | Jun 30, 2019 | Jul 26, 2019 | |
| Grandfield & DODD LLC | 32,908 | $3,679k | Jun 30, 2019 | Jul 29, 2019 | |
| Mirador Capital Partners LP | 32,879 | $3,676k | Jun 30, 2019 | Aug 6, 2019 | |
| Howland Capital Management LLC | 32,561 | $3,640k | Jun 30, 2019 | Jul 17, 2019 | |
| Tiemann Investment Advisors LLC | 32,339 | $3,616k | Jun 30, 2019 | Aug 13, 2019 | |
| Triangle Securities Wealth Management | 31,615 | $3,568k | Jun 30, 2019 | Jul 10, 2019 | |
| The Mathes Company Inc | 31,658 | $3,539k | Jun 30, 2019 | Jul 29, 2019 | |
| Dillon & Associates Inc | 31,430 | $3,520k | Jun 30, 2019 | Jul 22, 2019 | |
| Benson Investment Management Company Inc | 31,235 | $3,492k | Jun 30, 2019 | Jul 11, 2019 | |
| Birinyi Associates Inc | 31,012 | $3,467k | Jun 30, 2019 | Aug 5, 2019 | |
| Lakeview Capital Partners LLC | 31,007 | $3,467k | Jun 30, 2019 | Aug 5, 2019 | |
| Baldwin Investment Management LLC | 30,841 | $3,448k | Jun 30, 2019 | Aug 6, 2019 | |
| Argus Investors' Counsel Inc | 30,748 | $3,438k | Jun 30, 2019 | Jul 10, 2019 | |
| Salem Capital Management Inc | 30,089 | $3,364k | Jun 30, 2019 | Jul 9, 2019 | |
| First Eagle Investment Management LLC | 30,000 | $3,354k | Jun 30, 2019 | Aug 13, 2019 | |
| Investment Counsel Inc | 29,124 | $3,353k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 29,124 | $3,353k | Jun 30, 2019 | Jul 29, 2019 | |
| Oliver Luxxe Assets LLC | 29,502 | $3,330k | Jun 30, 2019 | Jul 10, 2019 | |
| Congress Park Capital LLC | 28,648 | $3,329k | Jun 30, 2019 | Aug 2, 2019 | |
| Investment Counselors of Maryland LLC | 29,065 | $3,249k | Jun 30, 2019 | Aug 5, 2019 | |
| Family Legacy Inc | 28,554 | $3,192k | Jun 30, 2019 | Jul 25, 2019 | |
| Torch Wealth Management LLC | 28,530 | $3,190k | Jun 30, 2019 | Aug 2, 2019 | |
| American National Registered Investment Advisor Inc | 28,214 | $3,154k | Jun 30, 2019 | Aug 5, 2019 | |
| Newfocus Financial Group LLC | 28,144 | $3,146k | Jun 30, 2019 | Jul 23, 2019 | |
| Annex Advisory Services LLC | 27,273 | $3,050k | Jun 30, 2019 | Jul 18, 2019 | |
| Aureus Asset Management LLC | 26,934 | $3,011k | Jun 30, 2019 | Aug 14, 2019 | |
| Blue CHIP Wealth Management Inc | 26,759 | $2,992k | Jun 30, 2019 | Aug 13, 2019 | |
| Stony Point Wealth Management Inc | 26,120 | $2,978k | Jun 30, 2019 | Jul 23, 2019 | |
| Altman Advisors Inc | 26,485 | $2,961k | Jun 30, 2019 | Jul 12, 2019 | |
| EOS Management LP | 26,000 | $2,907k | Jun 30, 2019 | Aug 6, 2019 | |
| Bell & Brown Wealth Advisors LLC | 25,822 | $2,887k | Jun 30, 2019 | Aug 6, 2019 | |
| Carderock Capital Management Inc | 25,742 | $2,878k | Jun 30, 2019 | Jul 15, 2019 | |
| Hengehold Capital Management LLC | 25,674 | $2,870k | Jun 30, 2019 | Jul 23, 2019 | |
| Curbstone Financial Management Corporation | 25,664 | $2,869k | Jun 30, 2019 | Jul 9, 2019 | |
| Shoker Investment Counsel Inc | 25,534 | $2,854k | Jun 30, 2019 | Aug 9, 2019 | |
| Johanson Financial Advisors Inc | 25,473 | $2,838k | Jun 30, 2019 | Jul 29, 2019 | |
| Quadrant Capital Management LLC | 24,448 | $2,733k | Jun 30, 2019 | Aug 8, 2019 | |
| Nikulski Financial Inc | 23,884 | $2,723k | Jun 30, 2019 | Jul 22, 2019 | |
| Mitchell Capital Management Co | 24,305 | $2,717k | Jun 30, 2019 | Jul 24, 2019 | |
| West Oak Capital LLC | 24,304 | $2,717k | Jun 30, 2019 | Jul 12, 2019 | |
| The WEIL Company | 24,125 | $2,697k | Jun 30, 2019 | Aug 12, 2019 | |
| COE Capital Management LLC | 24,038 | $2,687k | Jun 30, 2019 | Aug 14, 2019 | |
| S & Co Inc | 23,912 | $2,673k | Jun 30, 2019 | Jul 23, 2019 | |
| Hardman Johnston Global Advisors LLC | 23,910 | $2,673k | Jun 30, 2019 | Aug 5, 2019 | |
| Dumont & Blake Investment Advisors LLC | 23,616 | $2,640k | Jun 30, 2019 | Aug 1, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 23,585 | $2,637k | Jun 30, 2019 | Jul 9, 2019 | |
| SOL Capital Management Co | 23,304 | $2,605k | Jun 30, 2019 | Jul 17, 2019 | |
| Monarch Capital Management Inc | 23,195 | $2,593k | Jun 30, 2019 | Jul 31, 2019 | |
| Capital Planning Advisors LLC | 23,103 | $2,583k | Jun 30, 2019 | Aug 9, 2019 | |
| GFS Advisors LLC | 22,925 | $2,563k | Jun 30, 2019 | Aug 1, 2019 | |
| Guardian Investment Management LLC | 22,834 | $2,553k | Jun 30, 2019 | Aug 16, 2019 | |
| AULL & Monroe Investment Management Corp | 22,763 | $2,545k | Jun 30, 2019 | Jul 29, 2019 | |
| HIGH Pointe Capital Management LLC | 21,930 | $2,452k | Jun 30, 2019 | Aug 12, 2019 | |
| New Potomac Partners LLC | 21,877 | $2,446k | Jun 30, 2019 | Jul 26, 2019 | |
| Arlington Financial Advisors LLC | 21,693 | $2,425k | Jun 30, 2019 | Aug 5, 2019 | |
| Harvey Investment Company LLC | 21,596 | $2,414k | Jun 30, 2019 | Jul 16, 2019 | |
| Canal Capital Management LLC | 21,521 | $2,406k | Jun 30, 2019 | Jul 31, 2019 | |
| Schaller Investment Group Inc | 21,510 | $2,405k | Jun 30, 2019 | Aug 9, 2019 | |
| Landmark Financial Advisors LLC | 21,518 | $2,405k | Jun 30, 2019 | Aug 2, 2019 | |
| Evermay Wealth Management LLC | 21,393 | $2,392k | Jun 30, 2019 | Jul 23, 2019 | |
| Harwood Advisory Group LLC | 21,375 | $2,390k | Jun 30, 2019 | Aug 7, 2019 | |
| Blue FIN Capital Inc | 21,355 | $2,387k | Jun 30, 2019 | Jul 22, 2019 | |
| Armor Investment Advisors LLC | 21,209 | $2,371k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 21,209 | $2,371k | Jun 30, 2019 | Aug 13, 2019 | |
| Alliance Wealth Management Group LLC | 20,904 | $2,337k | Jun 30, 2019 | Aug 12, 2019 | |
| Bigsur Wealth Management LLC | 20,278 | $2,305k | Jun 30, 2019 | Jul 5, 2019 | |
| Mendon Capital Advisors Corp | 20,500 | $2,292k | Put | Jun 30, 2019 | Aug 13, 2019 |
| Court Place Advisors LLC | 20,296 | $2,269k | Jun 30, 2019 | Jul 30, 2019 | |
| PL Capital Advisors LLC | 20,000 | $2,236k | Jun 30, 2019 | Jul 29, 2019 | |
| Interval Partners LP | 20,000 | $2,236k | Put | Jun 30, 2019 | Aug 12, 2019 |
| KJ Harrison & Partners USA Inc | 19,934 | $2,229k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategic Global Advisors LLC | 19,772 | $2,211k | Jun 30, 2019 | Aug 13, 2019 | |
| Stokes & Hubbell Capital Management LLC | 21,725 | $2,199k | Mar 31, 2019 | Apr 24, 2019 | |
| Burgundy Asset Management Ltd | 19,522 | $2,183k | Jun 30, 2019 | Aug 14, 2019 | |
| SPC Financial Inc | 19,237 | $2,151k | Jun 30, 2019 | Aug 1, 2019 | |
| Chesapeake Asset Management LLC | 19,108 | $2,136k | Jun 30, 2019 | Aug 6, 2019 | |
| Access Financial Services Inc | 19,008 | $2,125k | Jun 30, 2019 | Jul 24, 2019 | |
| Washington Capital Management Inc | 18,930 | $2,116k | Jun 30, 2019 | Aug 7, 2019 | |
| Ashfield Capital Partners LLC | 18,766 | $2,098k | Jun 30, 2019 | Jul 29, 2019 | |
| WEIK Capital Management Inc | 18,435 | $2,061k | Jun 30, 2019 | Aug 9, 2019 | |
| MHI Funds LLC | 18,350 | $2,052k | Jun 30, 2019 | Jul 17, 2019 | |
| Zevenbergen Capital Investments LLC | 18,265 | $2,042k | Jun 30, 2019 | Aug 13, 2019 | |
| Bingham Osborn & Scarborough LLC | 18,088 | $2,022k | Jun 30, 2019 | Aug 2, 2019 | |
| HUGH Johnson Advisors LLC | 17,910 | $2,002k | Jun 30, 2019 | Aug 6, 2019 | |
| Capital Insight Partners LLC | 17,877 | $1,999k | Jun 30, 2019 | Jul 9, 2019 | |
| Malaga COVE Capital LLC | 17,845 | $1,995k | Jun 30, 2019 | Aug 14, 2019 | |
| Monte Financial Group LLC | 17,789 | $1,989k | Jun 30, 2019 | Aug 7, 2019 | |
| RKL Wealth Management LLC | 17,734 | $1,980k | Jun 30, 2019 | Aug 2, 2019 | |
| Liberty Capital Management Inc | 17,360 | $1,941k | Jun 30, 2019 | Jul 15, 2019 | |
| Prelude Capital Management LLC | 17,100 | $1,912k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Poehling Capital Management Inc | 17,006 | $1,901k | Jun 30, 2019 | Aug 9, 2019 | |
| Tokio Marine Asset Management USA Ltd | 16,890 | $1,888k | Jun 30, 2019 | Jul 25, 2019 | |
| Gradient Capital Advisors LLC | 16,826 | $1,881k | Jun 30, 2019 | Jul 16, 2019 | |
| Beach Investment Management LLC | 16,820 | $1,880k | Jun 30, 2019 | Jul 17, 2019 | |
| Neumann Capital Management LLC | 16,810 | $1,879k | Jun 30, 2019 | Jul 25, 2019 | |
| BFSG LLC | 16,727 | $1,870k | Jun 30, 2019 | Jul 30, 2019 | |
| YHB Investment Advisors Inc | 16,687 | $1,866k | Jun 30, 2019 | Jul 15, 2019 | |
| Dividend Assets Capital LLC | 16,580 | $1,854k | Jun 30, 2019 | Jul 12, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 16,477 | $1,842k | Jun 30, 2019 | Aug 9, 2019 | |
| Summit Financial Wealth Advisors LLC | 16,452 | $1,839k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 16,452 | $1,839k | Jun 30, 2019 | Jul 16, 2019 | |
| Mount Yale Investment Advisors LLC | 16,878 | $1,823k | Jun 30, 2019 | Aug 13, 2019 | |
| Oak Asset Management LLC | 15,937 | $1,821k | Jun 30, 2019 | Jul 25, 2019 | |
| FORD Financial Group Inc | 15,947 | $1,782k | Jun 30, 2019 | Jul 25, 2019 | |
| Cornell Pochily Investment Advisors Inc | 15,826 | $1,769k | Jun 30, 2019 | Jul 22, 2019 | |
| Benin Management Corp | 15,367 | $1,718k | Jun 30, 2019 | Jul 31, 2019 | |
| Karpas Strategies LLC | 15,343 | $1,715k | Jun 30, 2019 | Jul 25, 2019 | |
| Condor Capital Management | 15,319 | $1,713k | Jun 30, 2019 | Aug 5, 2019 | |
| Hartline Investment Corp | 15,261 | $1,706k | Jun 30, 2019 | Aug 8, 2019 | |
| The O'Dell Group LLC | 15,136 | $1,692k | Jun 30, 2019 | Jul 24, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 15,008 | $1,678k | Jun 30, 2019 | Aug 12, 2019 | |
| Cacti Asset Management LLC | 15,260 | $1,661k | Jun 30, 2019 | Jul 1, 2019 | |
| Confluence Wealth Management LLC | 14,791 | $1,654k | Jun 30, 2019 | Aug 9, 2019 | |
| FORT PITT Capital Group LLC | 14,693 | $1,643k | Jun 30, 2019 | Aug 9, 2019 | |
| CWA Asset Management Group LLC | 14,558 | $1,628k | Jun 30, 2019 | Aug 13, 2019 | |
| Delphi Management Inc | 14,529 | $1,624k | Jun 30, 2019 | Aug 20, 2019 | |
| GM Advisory Group Inc | 14,317 | $1,601k | Jun 30, 2019 | Aug 9, 2019 | |
| AFT Forsyth and Company Inc | 14,299 | $1,599k | Jun 30, 2019 | Jul 29, 2019 | |
| FFCM LLC | 14,185 | $1,586k | Jun 30, 2019 | Jul 30, 2019 | |
| Cowen Prime Services LLC | 14,179 | $1,585k | Jun 30, 2019 | Jul 31, 2019 | |
| Northstar Wealth Partners LLC | 14,004 | $1,566k | Jun 30, 2019 | Aug 15, 2019 | |
| RB Capital Management LLC | 13,876 | $1,551k | Jun 30, 2019 | Aug 7, 2019 | |
| Pagnatokarp Partners LLC | 13,865 | $1,550k | Jun 30, 2019 | Aug 8, 2019 | |
| Meristem Family Wealth LLC | 13,847 | $1,548k | Jun 30, 2019 | Aug 6, 2019 | |
| Phillips Financial Management LLC | 13,450 | $1,529k | Jun 30, 2019 | Aug 6, 2019 | |
| ST Johns Investment Management Company LLC | 13,680 | $1,529k | Jun 30, 2019 | Jul 24, 2019 | |
| Sonata Capital Group Inc | 13,654 | $1,527k | Jun 30, 2019 | Aug 5, 2019 | |
| Wellesley Investment Partners LLC | 13,654 | $1,526k | Jun 30, 2019 | Aug 5, 2019 | |
| Marietta Investment Partners LLC | 13,605 | $1,521k | Jun 30, 2019 | Aug 13, 2019 | |
| Signature Financial Management Inc | 15,522 | $1,518k | Dec 31, 2018 | Feb 13, 2019 | |
| Thomas White International Ltd | 13,502 | $1,510k | Jun 30, 2019 | Aug 13, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 13,416 | $1,500k | Jun 30, 2019 | Aug 13, 2019 | |
| Windsor Capital Management LLC | 13,265 | $1,483k | Jun 30, 2019 | Aug 2, 2019 | |
| Northstar Asset Management Inc | 13,256 | $1,482k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 13,256 | $1,482k | Jun 30, 2019 | Jul 16, 2019 | |
| Ancora Family Wealth Advisors LLC | 22,255 | $1,482k | Sep 30, 2016 | Nov 4, 2016 | |
| Acorn Wealth Advisors LLC | 13,447 | $1,478k | Jun 30, 2019 | Aug 14, 2019 | |
| Aries Wealth Management LLC | 12,966 | $1,472k | Jun 30, 2019 | Jul 15, 2019 | |
| Dedora Capital Inc | 12,949 | $1,448k | Jun 30, 2019 | Aug 8, 2019 | |
| Athena Capital Advisors LLC | 12,834 | $1,435k | Jun 30, 2019 | Aug 9, 2019 | |
| Biltmore Family Office LLC | 12,831 | $1,435k | Jun 30, 2019 | Jul 31, 2019 | |
| Connecticut Wealth Management LLC | 12,812 | $1,432k | Jun 30, 2019 | Jul 29, 2019 | |
| Pettee Investors Inc | 12,780 | $1,429k | Jun 30, 2019 | Aug 7, 2019 | |
| First Pacific Advisors LP | 12,750 | $1,425k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Wealth Advisors Inc | 12,544 | $1,402k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 12,544 | $1,402k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 12,544 | $1,402k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 12,544 | $1,402k | Jun 30, 2019 | Aug 7, 2019 | |
| Clear Perspective Advisors LLC | 12,397 | $1,386k | Jun 30, 2019 | Aug 12, 2019 | |
| Campbell Newman Asset Management Inc | 12,200 | $1,364k | Jun 30, 2019 | Jul 24, 2019 | |
| Gardner Russo & Gardner LLC | 12,148 | $1,358k | Jun 30, 2019 | Aug 13, 2019 | |
| ELCO Management Company LLC | 12,117 | $1,355k | Jun 30, 2019 | Aug 1, 2019 | |
| Accredited Investors Inc | 12,077 | $1,350k | Jun 30, 2019 | Aug 13, 2019 | |
| ORCA Investment Management LLC | 11,983 | $1,340k | Jun 30, 2019 | Jul 17, 2019 | |
| Crescent Grove Advisors LLC | 11,958 | $1,337k | Jun 30, 2019 | Aug 6, 2019 | |
| Harbor Advisory Corporation | 11,856 | $1,326k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 11,856 | $1,326k | Jun 30, 2019 | Jul 30, 2019 | |
| The Fiduciary Group LLC | 11,850 | $1,325k | Jun 30, 2019 | Aug 14, 2019 | |
| White Pine Capital LLC | 11,705 | $1,309k | Jun 30, 2019 | Aug 14, 2019 | |
| Stearns Financial Services Group Inc | 11,660 | $1,304k | Jun 30, 2019 | Aug 14, 2019 | |
| Gyroscope Capital Management Group LLC | 11,389 | $1,293k | Jun 30, 2019 | Jul 11, 2019 | |
| Lourd Capital LLC | 11,059 | $1,236k | Jun 30, 2019 | Jul 11, 2019 | |
| Midwest Professional Planners Ltd | 10,952 | $1,224k | Jun 30, 2019 | Aug 12, 2019 | |
| Kiley Juergens Wealth Management LLC | 10,841 | $1,212k | Jun 30, 2019 | Jul 11, 2019 | |
| SFMG LLC | 10,380 | $1,206k | Jun 30, 2019 | Aug 5, 2019 | |
| Sippican Capital Advisors LLC | 10,785 | $1,206k | Jun 30, 2019 | Jul 17, 2019 | |
| Deltec Asset Management LLC | 10,585 | $1,183k | Jun 30, 2019 | Jul 29, 2019 | |
| The Rikoon Group LLC | 10,450 | $1,168k | Jun 30, 2019 | Aug 6, 2019 | |
| Rodgers Brothers Inc | 10,376 | $1,160k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisory LLC | 10,297 | $1,151k | Jun 30, 2019 | Aug 8, 2019 | |
| Westbourne Investment Advisors Inc | 10,285 | $1,150k | Jun 30, 2019 | Jul 22, 2019 | |
| Gilman Hill Asset Management LLC | 10,267 | $1,148k | Jun 30, 2019 | Jul 17, 2019 | |
| American Asset Management Inc | 10,257 | $1,147k | Jun 30, 2019 | Jul 31, 2019 | |
| Berkeley Capital Partners LLC | 10,123 | $1,132k | Jun 30, 2019 | Aug 8, 2019 | |
| Summit Financial Group Inc | 10,069 | $1,126k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 10,069 | $1,126k | Jun 30, 2019 | Jul 3, 2019 | |
| Acropolis Investment Management LLC | 10,041 | $1,123k | Jun 30, 2019 | Jul 11, 2019 | |
| JAG Capital Management LLC | 9,878 | $1,104k | Jun 30, 2019 | Jul 22, 2019 | |
| Vista Investment Management LLC | 9,814 | $1,097k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiger EYE Capital LLC | 9,806 | $1,096k | Jun 30, 2019 | Aug 14, 2019 | |
| Profit Investment Management LLC | 9,794 | $1,095k | Jun 30, 2019 | Jul 16, 2019 | |
| Aldebaran Financial Inc | 9,750 | $1,090k | Jun 30, 2019 | Aug 14, 2019 | |
| S R Schill & Associates Inc | 9,656 | $1,080k | Jun 30, 2019 | Aug 19, 2019 | |
| HIGH Falls Advisors Inc | 9,634 | $1,077k | Jun 30, 2019 | Aug 15, 2019 | |
| Bienville Capital Management LLC | 9,488 | $1,061k | Jun 30, 2019 | Aug 14, 2019 | |
| BSW Wealth Partners LLC | 9,451 | $1,057k | Jun 30, 2019 | Aug 13, 2019 | |
| Tributary Capital Management LLC | 9,425 | $1,054k | Jun 30, 2019 | Jul 11, 2019 | |
| Private Vista LLC | 9,339 | $1,045k | Jun 30, 2019 | Jul 19, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 9,331 | $1,043k | Jun 30, 2019 | Aug 14, 2019 | |
| Terra NOVA Asset Management LLC | 10,646 | $1,039k | Dec 31, 2018 | Feb 15, 2019 | |
| Measured Wealth Private Client Group LLC | 9,372 | $1,038k | Jun 30, 2019 | Jul 26, 2019 | |
| Geller Advisors LLC | 9,231 | $1,032k | Jun 30, 2019 | Aug 14, 2019 | |
| Amplify Investments LLC | 9,282 | $1,021k | Mar 31, 2018 | May 14, 2018 | |
| Wheatland Advisors Inc | 9,083 | $1,015k | Jun 30, 2019 | Aug 7, 2019 | |
| Hellman Jordan Management Co Inc | 9,056 | $1,012k | Jun 30, 2019 | Aug 19, 2019 | |
| Alesco Advisors LLC | 8,928 | $998k | Jun 30, 2019 | Aug 14, 2019 | |
| Boston Research and Management Inc | 8,853 | $989k | Jun 30, 2019 | Aug 7, 2019 | |
| Probity Advisors Inc | 8,826 | $987k | Jun 30, 2019 | Aug 8, 2019 | |
| Searle & Co | 8,808 | $985k | Jun 30, 2019 | Jul 17, 2019 | |
| Mckinley Carter Wealth Services Inc | 8,670 | $969k | Jun 30, 2019 | Aug 2, 2019 | |
| Nicholas Hoffman & Company LLC | 8,630 | $965k | Jun 30, 2019 | Aug 12, 2019 | |
| Cfo4Life Group LLC | 8,630 | $965k | Jun 30, 2019 | Jul 29, 2019 | |
| Columbus Macro LLC | 8,520 | $953k | Jun 30, 2019 | Jul 16, 2019 | |
| Whitnell & Co | 8,314 | $930k | Jun 30, 2019 | Jul 16, 2019 | |
| Dimension Capital Management LLC | 8,161 | $912k | Jun 30, 2019 | Aug 12, 2019 | |
| Breiter Capital Management Inc | 8,134 | $909k | Jun 30, 2019 | Aug 23, 2019 | |
| Hollow Brook Wealth Management LLC | 8,116 | $907k | Jun 30, 2019 | Aug 13, 2019 | |
| Meritage Portfolio Management Inc | 8,087 | $904k | Jun 30, 2019 | Jul 30, 2019 | |
| Cambridge Advisors Inc | 8,037 | $899k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 8,037 | $899k | Jun 30, 2019 | Jul 26, 2019 | |
| Ironwood Investment Management LLC | 8,018 | $896k | Jun 30, 2019 | Aug 14, 2019 | |
| F3Logic LLC | 7,969 | $889k | Jun 30, 2019 | Aug 2, 2019 | |
| Northwest Wealth Management LLC | 7,941 | $888k | Jun 30, 2019 | Jul 23, 2019 | |
| Hunter Associates Investment Management LLC | 7,896 | $883k | Jun 30, 2019 | Aug 8, 2019 | |
| Paulson Wealth Management Inc | 7,535 | $877k | Jun 30, 2019 | Jul 30, 2019 | |
| LLBH Private Wealth Management LLC | 7,827 | $875k | Jun 30, 2019 | Aug 13, 2019 | |
| Armbruster Capital Management Inc | 7,801 | $872k | Jun 30, 2019 | Jul 18, 2019 | |
| Sandhill Capital Partners LLC | 7,753 | $867k | Jun 30, 2019 | Aug 13, 2019 | |
| Colrain Capital LLC | 7,700 | $861k | Jun 30, 2019 | Aug 6, 2019 | |
| Perritt Capital Management Inc | 7,659 | $856k | Jun 30, 2019 | Aug 13, 2019 | |
| Mountain Capital Investment Advisors Inc | 7,683 | $840k | Jun 30, 2019 | Aug 14, 2019 | |
| New England Research & Management Inc | 7,458 | $834k | Jun 30, 2019 | Jul 9, 2019 | |
| SWS Partners LLC | 7,274 | $834k | Jun 30, 2019 | Aug 13, 2019 | |
| Riverbridge Partners LLC | 7,445 | $832k | Jun 30, 2019 | Jul 10, 2019 | |
| Round Table Services LLC | 7,403 | $828k | Jun 30, 2019 | Jul 17, 2019 | |
| SKBA Capital Management LLC | 7,382 | $825k | Jun 30, 2019 | Aug 12, 2019 | |
| Drexel Morgan & Co | 7,350 | $822k | Jun 30, 2019 | Aug 8, 2019 | |
| Cheviot Value Management LLC | 7,265 | $812k | Jun 30, 2019 | Aug 14, 2019 | |
| LBMC Investment Advisors LLC | 7,191 | $804k | Jun 30, 2019 | Jul 18, 2019 | |
| Newport Wealth Strategies Inc | 6,964 | $794k | Jun 30, 2019 | Jul 22, 2019 | |
| TLWM LLC | 7,048 | $784k | Jun 30, 2019 | Jul 12, 2019 | |
| Affiance Financial LLC | 6,979 | $780k | Jun 30, 2019 | Jul 11, 2019 | |
| Polaris Greystone Financial Group LLC | 6,800 | $773k | Jun 30, 2019 | Jul 25, 2019 | |
| Quadrant Private Wealth Management LLC | 6,843 | $765k | Jun 30, 2019 | Aug 13, 2019 | |
| Bigelow Investment Advisors LLC | 6,826 | $763k | Jun 30, 2019 | Jul 17, 2019 | |
| Mastrapasqua Asset Management Inc | 6,803 | $761k | Jun 30, 2019 | Aug 12, 2019 | |
| IRON Financial LLC | 7,512 | $760k | Jun 30, 2019 | Aug 2, 2019 | |
| Midas Management Corporation | 6,800 | $760k | Jun 30, 2019 | Jul 9, 2019 | |
| Strategic Financial Group LLC | 6,800 | $760k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic International Limited | 6,800 | $760k | Jun 30, 2019 | Jul 29, 2019 | |
| Keating Investment Counselors Inc | 6,784 | $758k | Jun 30, 2019 | Aug 1, 2019 | |
| Ballast Inc | 6,764 | $756k | Jun 30, 2019 | Jul 26, 2019 | |
| Pratt Collard Advisory Partners LLC | 6,740 | $754k | Jun 30, 2019 | Jul 16, 2019 | |
| New England Investment & Retirement Group Inc | 6,695 | $748k | Jun 30, 2019 | Jul 31, 2019 | |
| REDW Stanley Financial Advisors LLC | 6,542 | $731k | Jun 30, 2019 | Aug 9, 2019 | |
| Round Hill Asset Management Inc | 6,535 | $730k | Jun 30, 2019 | Aug 13, 2019 | |
| Northside Capital Management LLC | 6,502 | $727k | Jun 30, 2019 | Jul 16, 2019 | |
| The Family FIRM Inc | 6,459 | $722k | Jun 30, 2019 | Aug 6, 2019 | |
| Vision Capital Management Inc | 6,394 | $715k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 6,394 | $715k | Jun 30, 2019 | Jul 29, 2019 | |
| Brightworth LLC | 6,385 | $714k | Jun 30, 2019 | Jul 31, 2019 | |
| CI Global Investments Inc | 6,240 | $704k | Sep 30, 2018 | Nov 9, 2018 | |
| Plancorp LLC | 6,265 | $700k | Jun 30, 2019 | Aug 13, 2019 | |
| Brown Capital Management LLC | 6,146 | $687k | Jun 30, 2019 | Aug 13, 2019 | |
| Secrest Blakey & Associates LLC | 6,007 | $672k | Jun 30, 2019 | Aug 13, 2019 | |
| BHK Investment Advisors LLC | 5,979 | $668k | Jun 30, 2019 | Aug 2, 2019 | |
| Chelsea Counsel Company | 6,389 | $666k | Jun 30, 2018 | Oct 3, 2018 | |
| Wiley Bros-Aintree Capital LLC | 5,910 | $661k | Jun 30, 2019 | Jul 10, 2019 | |
| Oak Ridge Investments LLC | 5,905 | $660k | Jun 30, 2019 | Aug 14, 2019 | |
| Beech Hill Advisors Inc | 5,860 | $655k | Jun 30, 2019 | Jul 15, 2019 | |
| Twin Focus Capital Partners LLC | 5,803 | $649k | Jun 30, 2019 | Aug 14, 2019 | |
| Doliver Capital Advisors LP | 5,764 | $644k | Jun 30, 2019 | Jul 25, 2019 | |
| Portland Global Advisors LLC | 5,734 | $641k | Jun 30, 2019 | Jul 26, 2019 | |
| IMS Capital Management Inc | 5,711 | $638k | Jun 30, 2019 | Aug 14, 2019 | |
| Resource Planning Group Ltd | 5,645 | $631k | Jun 30, 2019 | Jul 18, 2019 | |
| Morris Capital Advisors Inc | 5,608 | $627k | Jun 30, 2019 | Jul 15, 2019 | |
| America First Investment Advisors LLC | 5,590 | $625k | Jun 30, 2019 | Jul 29, 2019 | |
| Arbor Wealth Management LLC | 5,588 | $625k | Jun 30, 2019 | Jul 16, 2019 | |
| Highland Private Wealth Management | 5,579 | $624k | Jun 30, 2019 | Aug 13, 2019 | |
| KOPP Investment Advisors LLC | 5,477 | $612k | Jun 30, 2019 | Aug 14, 2019 | |
| Caxton Associates LP | 5,469 | $611k | Jun 30, 2019 | Aug 14, 2019 | |
| Santori & Peters Inc | 5,387 | $602k | Jun 30, 2019 | Jul 30, 2019 | |
| Sadoff Investment Management LLC | 5,378 | $601k | Jun 30, 2019 | Aug 7, 2019 | |
| East Coast Asset Management LLC | 5,316 | $594k | Jun 30, 2019 | Aug 14, 2019 | |
| Wilkins Investment Counsel Inc | 5,250 | $587k | Jun 30, 2019 | Aug 9, 2019 | |
| Ascension Asset Management LLC | 5,254 | $587k | Jun 30, 2019 | Jul 23, 2019 | |
| Meridian Investment Counsel Inc | 5,209 | $582k | Jun 30, 2019 | Aug 13, 2019 | |
| Stewardship Financial Advisors LLC | 5,194 | $581k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 5,194 | $581k | Jun 30, 2019 | Aug 12, 2019 | |
| The Genwealth Group Inc | 5,083 | $578k | Jun 30, 2019 | Jul 10, 2019 | |
| FORT Point Capital Partners LLC | 5,140 | $575k | Jun 30, 2019 | Aug 9, 2019 | |
| Epstein and White Financial LLC | 5,218 | $575k | Jun 30, 2019 | Jul 19, 2019 | |
| KCS Wealth Advisory LLC | 5,115 | $572k | Jun 30, 2019 | Jul 29, 2019 | |
| Family Management Corporation | 5,063 | $566k | Jun 30, 2019 | Aug 14, 2019 | |
| Successful Portfolios LLC | 5,039 | $563k | Jun 30, 2019 | Jul 11, 2019 | |
| Keeley-Teton Advisors LLC | 4,993 | $558k | Jun 30, 2019 | Aug 12, 2019 | |
| STA Wealth Management LLC | 4,986 | $557k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Advisory Service Inc | 4,984 | $557k | Jun 30, 2019 | Jul 25, 2019 | |
| Copperwynd Financial LLC | 4,952 | $554k | Jun 30, 2019 | Aug 7, 2019 | |
| Bouchey Financial Group Ltd | 4,875 | $545k | Jun 30, 2019 | Jul 11, 2019 | |
| The Financial Consulate Inc | 4,838 | $541k | Jun 30, 2019 | Jul 24, 2019 | |
| Fundx Investment Group LLC | 4,817 | $539k | Jun 30, 2019 | Aug 5, 2019 | |
| Oberweis Asset Management Inc | 4,813 | $538k | Jun 30, 2019 | Aug 14, 2019 | |
| Modera Wealth Management LLC | 4,779 | $534k | Jun 30, 2019 | Aug 7, 2019 | |
| ELM Advisors LLC | 4,710 | $527k | Jun 30, 2019 | Jul 3, 2019 | |
| Wendell David Associates Inc | 4,683 | $524k | Jun 30, 2019 | Jul 16, 2019 | |
| Bruderman Asset Management LLC | 4,657 | $521k | Jun 30, 2019 | Aug 12, 2019 | |
| Signet Financial Management LLC | 4,394 | $511k | Jun 30, 2019 | Aug 13, 2019 | |
| Morgens Waterfall Vintiadis & Company Inc | 4,575 | $511k | Jun 30, 2019 | Aug 14, 2019 | |
| Edgemoor Investment Advisors Inc | 4,542 | $508k | Jun 30, 2019 | Aug 9, 2019 | |
| Hamilton Point Investment Advisors LLC | 4,514 | $505k | Jun 30, 2019 | Jul 18, 2019 | |
| Cipher Capital LP | 4,480 | $501k | Jun 30, 2019 | Aug 13, 2019 | |
| Valmark Advisers Inc | 4,441 | $497k | Jun 30, 2019 | Aug 7, 2019 | |
| Gilbert & COOK Inc | 4,386 | $490k | Jun 30, 2019 | Aug 5, 2019 | |
| Forefront Analytics LLC | 4,333 | $484k | Jun 30, 2019 | Aug 14, 2019 | |
| Ramsay Stattman VELA & Price Inc | 4,282 | $479k | Jun 30, 2019 | Aug 9, 2019 | |
| New Vernon Investment Management LLC | 4,253 | $475k | Jun 30, 2019 | Aug 14, 2019 | |
| Quantum Capital Management LLC | 4,242 | $474k | Jun 30, 2019 | Aug 14, 2019 | |
| Marble Harbor Investment Counsel LLC | 4,206 | $470k | Jun 30, 2019 | Aug 7, 2019 | |
| Fairview Capital Investment Management LLC | 4,183 | $467k | Jun 30, 2019 | Aug 14, 2019 | |
| Sather Financial Group Inc | 4,173 | $466k | Jun 30, 2019 | Jul 23, 2019 | |
| Oak Grove Capital LLC | 4,166 | $466k | Jun 30, 2019 | Aug 9, 2019 | |
| American Financial Network Advisory Services LLC | 4,247 | $462k | Jun 30, 2019 | Aug 9, 2019 | |
| Lexaurum Advisors LLC | 4,114 | $460k | Jun 30, 2019 | Jul 19, 2019 | |
| Edgewood Management LLC | 4,104 | $459k | Jun 30, 2019 | Aug 12, 2019 | |
| WP Advisors LLC | 4,093 | $458k | Jun 30, 2019 | Jul 23, 2019 | |
| Allen Investment Management LLC | 3,983 | $445k | Jun 30, 2019 | Aug 12, 2019 | |
| Gator Capital Management LLC | 4,540 | $443k | Dec 31, 2018 | Jan 31, 2019 | |
| American Investment Services Inc | 3,904 | $437k | Jun 30, 2019 | Aug 6, 2019 | |
| DOCK Street Asset Management Inc | 3,903 | $436k | Jun 30, 2019 | Jul 31, 2019 | |
| Thomas Story and SON LLC | 3,882 | $434k | Jun 30, 2019 | Jul 29, 2019 | |
| Wealth Alliance Advisory Group LLC | 3,776 | $430k | Jun 30, 2019 | Jul 17, 2019 | |
| Paragon Wealth Strategies LLC | 3,816 | $427k | Jun 30, 2019 | Jul 17, 2019 | |
| Hutner Capital Management Inc | 3,799 | $425k | Jun 30, 2019 | Aug 7, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 3,781 | $423k | Jun 30, 2019 | Aug 12, 2019 | |
| Insight 2811 Inc | 3,607 | $407k | Jun 30, 2019 | Jul 9, 2019 | |
| West Chester Capital Advisors Inc | 3,638 | $406k | Jun 30, 2019 | Jul 30, 2019 | |
| Asset Advisors Investment Management LLC | 3,620 | $405k | Jun 30, 2019 | Jul 25, 2019 | |
| ODEY Asset Management LLP | 3,600 | $402k | Jun 30, 2019 | Aug 14, 2019 | |
| Weybosset Research & Management LLC | 3,590 | $401k | Jun 30, 2019 | Jul 22, 2019 | |
| The Northstar Group Inc | 3,555 | $397k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 3,555 | $397k | Jun 30, 2019 | Jul 12, 2019 | |
| Legacy Capital Partners Inc | 3,505 | $392k | Jun 30, 2019 | Jul 16, 2019 | |
| Strategic Capital Advisers Inc | 3,507 | $392k | Jun 30, 2019 | Jul 30, 2019 | |
| Northwest Investment Counselors LLC | 3,471 | $388k | Jun 30, 2019 | Jul 25, 2019 | |
| Greenwood Gearhart Inc | 3,470 | $388k | Jun 30, 2019 | Aug 7, 2019 | |
| FSI Group LLC | 3,463 | $387k | Jun 30, 2019 | Jul 25, 2019 | |
| DAY & Ennis LLC | 3,423 | $383k | Jun 30, 2019 | Aug 2, 2019 | |
| Carlson Capital Management LLC | 3,405 | $381k | Jun 30, 2019 | Jul 15, 2019 | |
| Arnhold LLC | 3,412 | $381k | Jun 30, 2019 | Aug 8, 2019 | |
| HITE Hedge Asset Management LLC | 3,392 | $379k | Jun 30, 2019 | Aug 13, 2019 | |
| First Wilshire Securities Management Inc | 3,367 | $377k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambiar Investors LLC | 3,344 | $374k | Jun 30, 2019 | Jul 25, 2019 | |
| First Western Capital Management Company | 3,291 | $368k | Jun 30, 2019 | Aug 14, 2019 | |
| Main Street Research LLC | 3,255 | $364k | Jun 30, 2019 | Aug 8, 2019 | |
| Marshwinds Advisory Company | 3,694 | $361k | Dec 31, 2018 | Jan 7, 2019 | |
| Foundations Investment Advisors LLC | 3,150 | $355k | Jun 30, 2019 | Jul 8, 2019 | |
| Huber Financial Advisors LLC | 3,154 | $353k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Strategies Inc | 3,131 | $350k | Jun 30, 2019 | Aug 8, 2019 | |
| The Jentner Corporation | 3,100 | $347k | Jun 30, 2019 | Jul 16, 2019 | |
| UNIO Capital LLC | 3,050 | $346k | Jun 30, 2019 | Aug 14, 2019 | |
| Coyle Financial Counsel LLC | 3,000 | $335k | Jun 30, 2019 | Aug 13, 2019 | |
| Hourglass Capital LLC | 2,979 | $333k | Jun 30, 2019 | Aug 12, 2019 | |
| Strid Group LLC | 2,974 | $332k | Jun 30, 2019 | Aug 2, 2019 | |
| Violich Capital Management | 2,965 | $331k | Jun 30, 2019 | Jul 22, 2019 | |
| Global Endowment Management LP | 2,920 | $326k | Jun 30, 2019 | Aug 12, 2019 | |
| Total Investment Management Inc | 2,939 | $325k | Jun 30, 2019 | Aug 7, 2019 | |
| Total Management Group Inc | 2,939 | $325k | Jun 30, 2019 | Aug 7, 2019 | |
| Miles Capital Inc | 2,897 | $324k | Jun 30, 2019 | Aug 13, 2019 | |
| Youngs Advisory Group Inc | 2,890 | $323k | Jun 30, 2019 | Jul 16, 2019 | |
| Biegel & Waller LLC | 2,874 | $321k | Jun 30, 2019 | Jul 23, 2019 | |
| Uncommon Cents Investing LLC | 2,860 | $320k | Jun 30, 2019 | Jul 12, 2019 | |
| Donald L Hagan LLC | 2,788 | $312k | Jun 30, 2019 | Jul 18, 2019 | |
| Toroso Investments LLC | 2,756 | $308k | Jun 30, 2019 | Aug 15, 2019 | |
| Private Asset Management Inc | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| JMG Financial Group Ltd | 2,747 | $307k | Jun 30, 2019 | Aug 2, 2019 | |
| Trust Asset Management LLC | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| GAME Creek Capital LP | 2,750 | $307k | Jun 30, 2019 | Aug 5, 2019 | |
| Asset Management Group Investment Corp | 2,745 | $307k | Jun 30, 2019 | Aug 14, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 2,739 | $306k | Jun 30, 2019 | Jul 15, 2019 | |
| Conestoga Capital Advisors LLC | 2,741 | $306k | Jun 30, 2019 | Aug 2, 2019 | |
| ALL Terrain Financial Advisors LLC | 2,740 | $306k | Jun 30, 2019 | Aug 14, 2019 | |
| LGL Partners LLC | 2,734 | $306k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealth and Pension Services Group Inc | 2,720 | $304k | Jun 30, 2019 | Aug 15, 2019 | |
| Highwater Wealth Management LLC | 2,688 | $301k | Jun 30, 2019 | Jul 18, 2019 | |
| Isthmus Partners LLC | 2,668 | $298k | Jun 30, 2019 | Aug 9, 2019 | |
| DB Root & Company LLC | 2,658 | $297k | Jun 30, 2019 | Jul 19, 2019 | |
| Cumberland Advisors Inc | 2,650 | $296k | Jun 30, 2019 | Jul 11, 2019 | |
| Wallace Capital Management Inc | 2,607 | $291k | Jun 30, 2019 | Aug 12, 2019 | |
| Southeast Asset Advisors Inc | 2,589 | $289k | Jun 30, 2019 | Aug 14, 2019 | |
| Klingman and Associates LLC | 2,587 | $289k | Jun 30, 2019 | Jul 24, 2019 | |
| Zuckerman Investment Group LLC | 2,571 | $287k | Jun 30, 2019 | Aug 14, 2019 | |
| South Street Advisors LLC | 2,462 | $275k | Jun 30, 2019 | Jul 22, 2019 | |
| Jackson Grant Investment Advisers Inc | 2,445 | $273k | Jun 30, 2019 | Aug 13, 2019 | |
| Clarkston Capital Partners LLC | 2,445 | $273k | Jun 30, 2019 | Jul 24, 2019 | |
| Arlington Partners LLC | 2,424 | $271k | Jun 30, 2019 | Jul 10, 2019 | |
| PURE Financial Advisors Inc | 2,410 | $269k | Jun 30, 2019 | Jul 11, 2019 | |
| RAUB Brock Capital Management LP | 2,399 | $268k | Jun 30, 2019 | Jul 23, 2019 | |
| Willow Creek Wealth Management Inc | 2,377 | $266k | Jun 30, 2019 | Jul 22, 2019 | |
| Barometer Capital Management Inc | 2,400 | $266k | Jun 30, 2019 | Aug 13, 2019 | |
| AMI Asset Management Corp | 2,348 | $263k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Asset Management LLC | 2,328 | $260k | Jun 30, 2019 | Aug 7, 2019 | |
| Mendel Money Management Inc | 2,225 | $249k | Jun 30, 2019 | Aug 8, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 2,219 | $248k | Jun 30, 2019 | Aug 12, 2019 | |
| Navellier & Associates Inc | 2,181 | $244k | Jun 30, 2019 | Jul 17, 2019 | |
| Legacy Financial Strategies LLC | 2,118 | $242k | Jun 30, 2019 | Jul 15, 2019 | |
| Huntington Steele LLC | 2,196 | $241k | Mar 31, 2018 | Apr 18, 2018 | |
| Mcrae Capital Management Inc | 2,100 | $235k | Jun 30, 2019 | Jul 29, 2019 | |
| Kelman Lazarov Inc | 2,095 | $234k | Jun 30, 2019 | Jul 22, 2019 | |
| Albert D Mason Inc | 2,082 | $233k | Jun 30, 2019 | Jul 30, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 2,077 | $232k | Jun 30, 2019 | Jul 10, 2019 | |
| Vishria BIRD Financial Group LLC | 2,067 | $231k | Jun 30, 2019 | Jul 15, 2019 | |
| Brickley Wealth Management | 2,059 | $230k | Jun 30, 2019 | Aug 9, 2019 | |
| Cutler Investment Counsel LLC | 2,051 | $229k | Jun 30, 2019 | Aug 5, 2019 | |
| Driehaus Capital Management LLC | 2,034 | $227k | Jun 30, 2019 | Aug 14, 2019 | |
| Jordan Park Group LLC | 2,020 | $226k | Jun 30, 2019 | Jul 22, 2019 | |
| Greatmark Investment Partners Inc | 2,010 | $225k | Jun 30, 2019 | Aug 5, 2019 | |
| Transamerica Financial Advisors Inc | 1,986 | $222k | Jun 30, 2019 | Aug 21, 2019 | |
| MRAZ Amerine & Associates Inc | 1,937 | $217k | Jun 30, 2019 | Aug 2, 2019 | |
| Minichmacgregor Wealth Management LLC | 1,887 | $214k | Jun 30, 2019 | Aug 5, 2019 | |
| Independence Advisors LLC | 1,910 | $214k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 1,910 | $214k | Jun 30, 2019 | Aug 12, 2019 | |
| Lehman Financial Resources Inc | 1,870 | $211k | Sep 30, 2018 | Nov 14, 2018 | |
| Nottingham Advisors Inc | 1,879 | $210k | Jun 30, 2019 | Jul 17, 2019 | |
| Diversified Portfolios Inc | 1,869 | $209k | Jun 30, 2019 | Aug 13, 2019 | |
| Cooper/Haims Advisors LLC | 1,851 | $207k | Jun 30, 2019 | Jul 26, 2019 | |
| Bridgeworth LLC | 1,842 | $206k | Jun 30, 2019 | Jul 25, 2019 | |
| Golub Group LLC | 1,818 | $203k | Jun 30, 2019 | Aug 13, 2019 | |
| Castle Rock Wealth Management LLC | 1,813 | $201k | Jun 30, 2019 | Aug 8, 2019 | |
| Lenox Wealth Advisors LLC | 1,676 | $187k | Jun 30, 2019 | Jul 12, 2019 | |
| Lombard Odier Transatlantic Limited | 2,660 | $177k | Sep 30, 2016 | Nov 14, 2016 | |
| Lucia Wealth Services LLC | 1,007 | $113k | Jun 30, 2019 | Jul 23, 2019 | |
| Stewart & Patten Co LLC | 823 | $92k | Jun 30, 2019 | Jul 17, 2019 | |
| DT Investment Partners LLC | 821 | $92k | Jun 30, 2019 | Jul 30, 2019 | |
| Harding Loevner LP | 641 | $72k | Jun 30, 2019 | Aug 14, 2019 | |
| Northstar Investment Advisors LLC | 72,159 | $67k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 72,159 | $67k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Inc | 546 | $61k | Jun 30, 2019 | Jul 17, 2019 | |
| Asset Planning Services Ltd | 546 | $61k | Jun 30, 2019 | Jul 17, 2019 | |
| Ranger International Management LP | 430 | $48k | Jun 30, 2019 | Aug 14, 2019 | |
| Clearbridge Investments LLC | 460 | $45k | Dec 31, 2018 | Feb 14, 2019 | |
| Maytech Global Investments LLC | 375 | $42k | Jun 30, 2019 | Aug 12, 2019 | |
| Avondale Wealth Management LLC | 228 | $25k | Jun 30, 2019 | Jul 26, 2019 | |
| Spiderrock Advisors LLC | 19,200 | $25k | Put | Jun 30, 2019 | Jul 29, 2019 |
| Stevens First Principles Investment Advisors | 127 | $14k | Jun 30, 2019 | Jul 22, 2019 | |
| Financial Advantage Inc | 100 | $11k | Jun 30, 2019 | Jul 23, 2019 | |
| Tower VIEW Investment Management & Research LLC | 101 | $11k | Jun 30, 2019 | Jul 17, 2019 | |
| Colonial Trust Advisors Inc | 102 | $11k | Jun 30, 2019 | Aug 21, 2019 | |
| Beacon Capital Management Inc | 51 | $6k | Jun 30, 2019 | Jul 18, 2019 | |
| Beacon Capital Management LLC | 51 | $6k | Jun 30, 2019 | Jul 18, 2019 |