3M CO
(88579Y101)
Relatórios de fundos 3M 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 | 98,981 | $17,157,367k | Jun 30, 2019 | Aug 6, 2019 | |
Cantab Capital Partners LLP | 9,820 | $2,061,000k | Sep 30, 2017 | Nov 14, 2017 | |
BlackRock Fund Advisors | 8,917,379 | $1,592,376k | Dec 31, 2016 | Feb 10, 2017 | |
Retirement Income Solutions Inc | 3,947 | $684,000k | Jun 30, 2019 | Jul 23, 2019 | |
First Eagle Investment Management LLC | 3,902,344 | $676,432k | Jun 30, 2019 | Aug 13, 2019 | |
BlackRock Financial Management Inc | 2,242,434 | $400,432k | Dec 31, 2016 | Feb 10, 2017 | |
BlackRock Investment Management LLC | 2,242,434 | $400,432k | Dec 31, 2016 | Feb 10, 2017 | |
Jensen Investment Management Inc | 2,296,670 | $398,105k | Jun 30, 2019 | Aug 2, 2019 | |
TIAA-CREF Investment Management LLC | 1,802,425 | $374,508k | Mar 31, 2019 | May 14, 2019 | |
GS Investments Inc | 2,010 | $348,413k | Jun 30, 2019 | Aug 9, 2019 | |
Dimensional Fund Advisors LP | 1,893,039 | $328,126k | Jun 30, 2019 | Aug 13, 2019 | |
Mairs and Power Inc | 1,869,922 | $324,132k | Jun 30, 2019 | Aug 14, 2019 | |
Parametric Portfolio Associates LLC | 1,793,320 | $310,854k | Jun 30, 2019 | Aug 13, 2019 | |
Grantham Mayo van Otterloo & Co LLC | 1,651,935 | $286,346k | Jun 30, 2019 | Aug 13, 2019 | |
MOON Capital Management LLC | 1,465 | $253,943k | Jun 30, 2019 | Jul 11, 2019 | |
Teachers Advisors LLC | 1,088,201 | $226,106k | Mar 31, 2019 | May 14, 2019 | |
Charles Schwab Investment Advisory Inc | 1,229,277 | $213,083k | Jun 30, 2019 | Aug 12, 2019 | |
Two Sigma Advisers LP | 1,094,930 | $189,795k | Jun 30, 2019 | Aug 14, 2019 | |
AQR Capital Management LLC | 808,435 | $140,134k | Jun 30, 2019 | Aug 14, 2019 | |
Raymond James & Associates Inc | 694,679 | $120,420k | Jun 30, 2019 | Aug 6, 2019 | |
Investec Asset Management Limited | 648,507 | $112,412k | Jun 30, 2019 | Jul 30, 2019 | |
Harding Loevner LP | 642,603 | $111,389k | Jun 30, 2019 | Aug 14, 2019 | |
Schafer Cullen Capital Management Inc | 590,654 | $102,384k | Jun 30, 2019 | Jul 30, 2019 | |
Proshare Advisors LLC | 587,981 | $101,921k | Jun 30, 2019 | Aug 13, 2019 | |
Spinnaker Investment Group LLC | 581,081 | $100,724k | Jun 30, 2019 | Jul 11, 2019 | |
Quattro Advisors LLC | 557 | $96,595k | Jun 30, 2019 | Jul 26, 2019 | |
Quattro Financial Advisors LLC | 557 | $96,595k | Jun 30, 2019 | Jul 26, 2019 | |
Confluence Investment Management LLC | 553,384 | $95,924k | Jun 30, 2019 | Jul 24, 2019 | |
Point72 Asset Management LP | 540,727 | $93,730k | Jun 30, 2019 | Aug 14, 2019 | |
Two Sigma Investments LP | 523,534 | $90,749k | Jun 30, 2019 | Aug 14, 2019 | |
Eagle Asset Management Inc | 483,946 | $83,887k | Jun 30, 2019 | Aug 6, 2019 | |
Marathon Asset Management LLP | 478,319 | $82,954k | Jun 30, 2019 | Jul 15, 2019 | |
Suvretta Capital Management LLC | 465,000 | $80,603k | Put | Jun 30, 2019 | Aug 14, 2019 |
COHO Partners Ltd | 447,809 | $77,623k | Jun 30, 2019 | Aug 8, 2019 | |
Janus Capital Management LLC | 389,273 | $74,480k | Mar 31, 2017 | May 16, 2017 | |
Fiera Capital Inc | 421,874 | $73,128k | Jun 30, 2019 | Aug 12, 2019 | |
First Republic Investment Management Inc | 399,036 | $69,169k | Jun 30, 2019 | Aug 7, 2019 | |
Nuance Investments LLC | 373,493 | $64,741k | Jun 30, 2019 | Aug 12, 2019 | |
BlackRock Advisors LLC | 352,881 | $63,014k | Dec 31, 2016 | Feb 10, 2017 | |
Tweedy Browne Company LLC | 353,196 | $61,223k | Jun 30, 2019 | Aug 5, 2019 | |
Los Angeles Capital Management and Equity Research Inc | 341,637 | $59,219k | Jun 30, 2019 | Jul 29, 2019 | |
Edgewood Management LLC | 333,047 | $57,730k | Jun 30, 2019 | Aug 12, 2019 | |
Epoch Investment Partners Inc | 309,597 | $53,665k | Jun 30, 2019 | Aug 13, 2019 | |
Cullen Capital Management LLC | 297,230 | $51,522k | Jun 30, 2019 | Jul 30, 2019 | |
Gateway Investment Advisers LLC | 276,316 | $47,897k | Jun 30, 2019 | Jul 17, 2019 | |
Commonwealth Equity Services LLC | 275,064 | $47,679k | Jun 30, 2019 | Jul 19, 2019 | |
Hightower Advisors LLC | 260,375 | $45,130k | Jun 30, 2019 | Aug 13, 2019 | |
Personal Capital Advisors Corporation | 240,503 | $41,689k | Jun 30, 2019 | Aug 14, 2019 | |
Conning Inc | 219,218 | $37,999k | Jun 30, 2019 | Jul 25, 2019 | |
Staley Capital Advisers Inc | 214,794 | $37,232k | Jun 30, 2019 | Aug 9, 2019 | |
Raymond James Financial Services Advisors Inc | 211,404 | $36,647k | Jun 30, 2019 | Aug 6, 2019 | |
Gotham Asset Management LLC | 201,158 | $34,869k | Jun 30, 2019 | Aug 14, 2019 | |
Scopus Asset Management LP | 200,000 | $34,668k | Call | Jun 30, 2019 | Aug 14, 2019 |
DA Davidson & Co | 197,991 | $34,320k | Jun 30, 2019 | Aug 13, 2019 | |
Saratoga Research & Investment Management | 194,450 | $33,706k | Jun 30, 2019 | Jul 24, 2019 | |
Nuveen Asset Management LLC | 191,439 | $33,184k | Jun 30, 2019 | Aug 15, 2019 | |
ECHO Street Capital Management LLC | 180,362 | $31,264k | Jun 30, 2019 | Aug 14, 2019 | |
Crawford Investment Counsel Inc | 179,978 | $31,197k | Jun 30, 2019 | Aug 12, 2019 | |
Lazard Asset Management LLC | 147,485 | $31,076k | Sep 30, 2018 | Aug 30, 2019 | |
Capital Fund Management SA | 171,400 | $29,710k | Put | Jun 30, 2019 | Aug 12, 2019 |
Dearborn Partners LLC | 159,858 | $27,710k | Jun 30, 2019 | Jul 29, 2019 | |
White Pine Capital LLC | 157,538 | $27,308k | Jun 30, 2019 | Aug 14, 2019 | |
Willis Investment Counsel Inc | 152,670 | $26,464k | Jun 30, 2019 | Aug 14, 2019 | |
Panagora Asset Management Inc | 142,039 | $24,621k | Jun 30, 2019 | Aug 9, 2019 | |
Oakbrook Investments LLC | 138,592 | $24,024k | Jun 30, 2019 | Jul 18, 2019 | |
Candriam Luxembourg SCA | 136,631 | $23,580k | Jun 30, 2019 | Aug 1, 2019 | |
Interocean Capital LLC | 133,014 | $23,057k | Jun 30, 2019 | Aug 13, 2019 | |
Tocqueville Asset Management LP | 128,484 | $22,271k | Jun 30, 2019 | Jul 31, 2019 | |
Minneapolis Portfolio Management Group LLC | 128,105 | $22,206k | Jun 30, 2019 | Aug 2, 2019 | |
Cambridge Investment Research Advisors Inc | 116,836 | $20,252k | Jun 30, 2019 | Aug 15, 2019 | |
Bridgewater Associates LP | 111,951 | $19,406k | Jun 30, 2019 | Aug 13, 2019 | |
Cooke & Bieler LP | 106,000 | $18,374k | Jun 30, 2019 | Aug 12, 2019 | |
Howland Capital Management LLC | 105,744 | $18,330k | Jun 30, 2019 | Jul 17, 2019 | |
Harvey Investment Company LLC | 102,469 | $17,762k | Jun 30, 2019 | Jul 16, 2019 | |
Riverbridge Partners LLC | 100,695 | $17,454k | Jun 30, 2019 | Jul 10, 2019 | |
683 Capital Management LLC | 100,000 | $17,334k | Put | Jun 30, 2019 | Aug 14, 2019 |
Johnson Investment Counsel Inc | 97,718 | $16,938k | Jun 30, 2019 | Aug 14, 2019 | |
Calamos Advisors LLC | 96,933 | $16,802k | Jun 30, 2019 | Aug 7, 2019 | |
Carlson Capital Management LLC | 94,237 | $16,335k | Jun 30, 2019 | Jul 15, 2019 | |
Voloridge Investment Management LLC | 93,240 | $16,162k | Jun 30, 2019 | Aug 14, 2019 | |
Salem Investment Counselors Inc | 92,871 | $16,098k | Jun 30, 2019 | Aug 14, 2019 | |
Anchor Capital Advisors LLC | 91,967 | $15,942k | Jun 30, 2019 | Aug 1, 2019 | |
Bowen Hanes & Co Inc | 91,662 | $15,889k | Jun 30, 2019 | Aug 13, 2019 | |
AHL Partners LLP | 62,106 | $14,618k | Dec 31, 2017 | Feb 14, 2018 | |
Asset Advisors Investment Management LLC | 84,158 | $14,588k | Jun 30, 2019 | Jul 25, 2019 | |
PRIO Wealth Limited Partnership | 83,844 | $14,533k | Jun 30, 2019 | Jul 18, 2019 | |
Mason Street Advisors LLC | 82,208 | $14,250k | Jun 30, 2019 | Aug 12, 2019 | |
Sterling Capital Management LLC | 79,915 | $13,852k | Jun 30, 2019 | Aug 14, 2019 | |
Carillon Tower Advisers Inc | 79,333 | $13,751k | Jun 30, 2019 | Aug 8, 2019 | |
1919 Investment Counsel LLC | 95,984 | $13,600k | Sep 30, 2014 | Nov 14, 2014 | |
Edgemoor Investment Advisors Inc | 77,744 | $13,476k | Jun 30, 2019 | Aug 9, 2019 | |
Waters Parkerson & Co LLC | 73,817 | $12,795k | Jun 30, 2019 | Aug 6, 2019 | |
Bridgeway Capital Management Inc | 71,600 | $12,411k | Jun 30, 2019 | Aug 14, 2019 | |
Somerset Group LLC | 70,080 | $12,148k | Jun 30, 2019 | Aug 12, 2019 | |
Wallington Asset Management LLC | 69,060 | $11,971k | Jun 30, 2019 | Aug 13, 2019 | |
Clifford SWAN Investment Counsel LLC | 68,965 | $11,954k | Jun 30, 2019 | Aug 13, 2019 | |
Becker Capital Management Inc | 66,322 | $11,496k | Jun 30, 2019 | Aug 8, 2019 | |
Squarepoint OPS LLC | 65,856 | $11,415k | Jun 30, 2019 | Aug 14, 2019 | |
Great Lakes Advisors LLC | 64,166 | $11,122k | Jun 30, 2019 | Aug 5, 2019 | |
Renaissance Technologies LLC | 64,042 | $11,101k | Jun 30, 2019 | Aug 12, 2019 | |
Natixis Advisors LP | 63,628 | $11,029k | Jun 30, 2019 | Aug 12, 2019 | |
Cetera Advisor Networks LLC | 63,633 | $11,023k | Jun 30, 2019 | Aug 12, 2019 | |
Financial Counselors Inc | 62,682 | $10,865k | Jun 30, 2019 | Aug 14, 2019 | |
Chesley TAFT & Associates LLC | 62,539 | $10,841k | Jun 30, 2019 | Jul 10, 2019 | |
Brandywine Global Investment Management LLC | 61,179 | $10,605k | Jun 30, 2019 | Aug 14, 2019 | |
BLB & B Advisors LLC | 60,477 | $10,483k | Jun 30, 2019 | Jul 29, 2019 | |
Securian Asset Management Inc | 60,208 | $10,436k | Jun 30, 2019 | Aug 5, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 59,005 | $10,229k | Jun 30, 2019 | Aug 14, 2019 | |
S & Co Inc | 57,210 | $9,917k | Jun 30, 2019 | Jul 23, 2019 | |
TDAM USA Inc | 56,513 | $9,796k | Jun 30, 2019 | Aug 1, 2019 | |
Cohen Klingenstein LLC | 56,200 | $9,742k | Jun 30, 2019 | Jul 15, 2019 | |
Advisors Asset Management Inc | 56,118 | $9,727k | Jun 30, 2019 | Aug 14, 2019 | |
Investment Advisors Asset Management LLC | 56,118 | $9,727k | Jun 30, 2019 | Aug 14, 2019 | |
Pacer Advisors Inc | 55,113 | $9,553k | Jun 30, 2019 | Aug 12, 2019 | |
Davidson Investment Advisors Inc | 55,058 | $9,544k | Jun 30, 2019 | Aug 13, 2019 | |
Chelsea Counsel Company | 46,863 | $9,219k | Jun 30, 2018 | Oct 3, 2018 | |
CIBC Asset Management Inc | 51,707 | $8,963k | Jun 30, 2019 | Aug 5, 2019 | |
Eagle Ridge Investment Management LLC | 51,158 | $8,868k | Jun 30, 2019 | Aug 1, 2019 | |
Marble Harbor Investment Counsel LLC | 50,584 | $8,768k | Jun 30, 2019 | Aug 7, 2019 | |
Cohen Capital Management Inc | 48,207 | $8,356k | Jun 30, 2019 | Aug 7, 2019 | |
Azimuth Capital Management LLC | 48,001 | $8,321k | Jun 30, 2019 | Aug 13, 2019 | |
Pinnacle Associates Ltd | 47,680 | $8,265k | Jun 30, 2019 | Aug 5, 2019 | |
Woodstock Corporation | 47,570 | $8,246k | Jun 30, 2019 | Jul 3, 2019 | |
LOWE Brockenbrough & Company Inc | 47,057 | $8,157k | Jun 30, 2019 | Aug 12, 2019 | |
Vantage Advisors LLC | 38,119 | $8,032k | Sep 30, 2018 | Nov 9, 2018 | |
First Allied Advisory Services Inc | 46,207 | $8,010k | Jun 30, 2019 | Aug 12, 2019 | |
Clarkston Capital Partners LLC | 45,679 | $7,918k | Jun 30, 2019 | Jul 24, 2019 | |
Edgestream Partners LP | 45,500 | $7,887k | Jun 30, 2019 | Aug 8, 2019 | |
Montag A & Associates Inc | 44,493 | $7,712k | Jun 30, 2019 | Aug 6, 2019 | |
Hunter Associates Investment Management LLC | 44,325 | $7,683k | Jun 30, 2019 | Aug 8, 2019 | |
LS Investment Advisors LLC | 43,630 | $7,563k | Jun 30, 2019 | Aug 7, 2019 | |
World Asset Management Inc | 43,479 | $7,537k | Jun 30, 2019 | Jul 23, 2019 | |
Boston Private Wealth LLC | 43,369 | $7,518k | Jun 30, 2019 | Jul 10, 2019 | |
Wilkins Investment Counsel Inc | 42,947 | $7,444k | Jun 30, 2019 | Aug 9, 2019 | |
Veritable LP | 42,648 | $7,393k | Jun 30, 2019 | Aug 12, 2019 | |
The Bollard Group LLC | 42,500 | $7,367k | Jun 30, 2019 | Aug 13, 2019 | |
Ramsay Stattman VELA & Price Inc | 42,021 | $7,284k | Jun 30, 2019 | Aug 9, 2019 | |
ALL Terrain Financial Advisors LLC | 41,345 | $7,167k | Jun 30, 2019 | Aug 14, 2019 | |
Decatur Capital Management Inc | 40,881 | $7,086k | Jun 30, 2019 | Jul 24, 2019 | |
IFM Investors PTY Ltd | 40,858 | $7,082k | Jun 30, 2019 | Jul 16, 2019 | |
Piedmont Investment Advisors Inc | 40,642 | $7,045k | Jun 30, 2019 | Aug 14, 2019 | |
Weiss Multi-Strategy Advisers LLC | 40,000 | $6,934k | Put | Jun 30, 2019 | Aug 14, 2019 |
Oppenheimer & Co Inc | 39,758 | $6,891k | Jun 30, 2019 | Aug 9, 2019 | |
Capwealth Advisors LLC | 39,259 | $6,805k | Jun 30, 2019 | Aug 13, 2019 | |
Thomas Story and SON LLC | 39,062 | $6,771k | Jun 30, 2019 | Jul 29, 2019 | |
Shufro ROSE & Co LLC | 38,821 | $6,729k | Jun 30, 2019 | Jul 24, 2019 | |
Grassi Investment Management LLC | 38,600 | $6,691k | Jun 30, 2019 | Jul 10, 2019 | |
Baltimore-Washington Financial Advisors Inc | 38,066 | $6,599k | Jun 30, 2019 | Jul 25, 2019 | |
Tufton Capital Management LLC | 37,880 | $6,566k | Jun 30, 2019 | Jul 26, 2019 | |
GLG LLC | 27,754 | $6,532k | Dec 31, 2017 | Feb 14, 2018 | |
Sprucegrove Investment Management Ltd | 36,050 | $6,249k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Investment Management LLC | 35,723 | $6,192k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 35,723 | $6,192k | Jun 30, 2019 | Aug 12, 2019 | |
The Rikoon Group LLC | 35,639 | $6,178k | Jun 30, 2019 | Aug 6, 2019 | |
Hamel Associates Inc | 35,405 | $6,137k | Jun 30, 2019 | Aug 5, 2019 | |
Manning & Napier Advisors LLC | 29,069 | $6,101k | Sep 30, 2017 | Nov 7, 2017 | |
Tradition Capital Management LLC | 29,235 | $6,074k | Mar 31, 2019 | May 7, 2019 | |
Allen Investment Management LLC | 34,865 | $6,043k | Jun 30, 2019 | Aug 12, 2019 | |
Viking Fund Management LLC | 34,500 | $5,980k | Jun 30, 2019 | Jul 16, 2019 | |
Keystone Financial Planning Inc | 34,225 | $5,933k | Jun 30, 2019 | Aug 5, 2019 | |
Congress Asset Management Company LLP | 34,085 | $5,908k | Jun 30, 2019 | Aug 7, 2019 | |
Oppenheimerfunds Inc | 28,230 | $5,866k | Mar 31, 2019 | May 13, 2019 | |
Boston Family Office LLC | 33,746 | $5,850k | Jun 30, 2019 | Jul 30, 2019 | |
Cetera Advisors LLC | 33,609 | $5,828k | Jun 30, 2019 | Aug 12, 2019 | |
Condor Capital Management | 33,558 | $5,817k | Jun 30, 2019 | Aug 5, 2019 | |
Dowling & Yahnke LLC | 33,390 | $5,788k | Jun 30, 2019 | Jul 22, 2019 | |
6 Meridian LLC | 33,127 | $5,742k | Jun 30, 2019 | Jul 12, 2019 | |
Mccollum Christoferson Group LLC | 33,016 | $5,723k | Jun 30, 2019 | Jul 11, 2019 | |
Crescent Grove Advisors LLC | 32,803 | $5,686k | Jun 30, 2019 | Aug 6, 2019 | |
Hendershot Investments Inc | 32,631 | $5,656k | Jun 30, 2019 | Jul 31, 2019 | |
North American Management Corp | 32,554 | $5,643k | Jun 30, 2019 | Jul 30, 2019 | |
Rodgers Brothers Inc | 31,039 | $5,380k | Jun 30, 2019 | Aug 14, 2019 | |
SIT Investment Associates Inc | 30,965 | $5,367k | Jun 30, 2019 | Aug 14, 2019 | |
Pictet Asset Management Limited | 30,000 | $5,200k | Put | Jun 30, 2019 | Aug 15, 2019 |
Pictet Asset Management Inc | 30,000 | $5,200k | Put | Jun 30, 2019 | Aug 15, 2019 |
Telemus Capital LLC | 31,214 | $5,141k | Jun 30, 2019 | Aug 9, 2019 | |
Douglass Winthrop Advisors LLC | 28,982 | $5,024k | Jun 30, 2019 | Jul 10, 2019 | |
Klingenstein Fields & Co LLC | 28,851 | $5,001k | Jun 30, 2019 | Aug 12, 2019 | |
Chartwell Investment Partners LLC | 28,658 | $4,968k | Jun 30, 2019 | Aug 19, 2019 | |
Biltmore Family Office LLC | 28,469 | $4,935k | Jun 30, 2019 | Jul 31, 2019 | |
Cubic Asset Management LLC | 28,434 | $4,929k | Jun 30, 2019 | Jul 29, 2019 | |
Boston Common Asset Management LLC | 28,147 | $4,879k | Jun 30, 2019 | Jul 26, 2019 | |
Goelzer Investment Management Inc | 27,855 | $4,828k | Jun 30, 2019 | Jul 29, 2019 | |
Ropes Wealth Advisors LLC | 27,852 | $4,828k | Jun 30, 2019 | Jul 31, 2019 | |
Independent Investors Inc | 27,850 | $4,827k | Jun 30, 2019 | Jul 18, 2019 | |
Alley Company LLC | 27,433 | $4,755k | Jun 30, 2019 | Jul 30, 2019 | |
Retirement Capital Strategies Inc | 27,070 | $4,693k | Jun 30, 2019 | Aug 2, 2019 | |
Arnhold LLC | 26,507 | $4,595k | Jun 30, 2019 | Aug 8, 2019 | |
Monarch Capital Management Inc | 26,257 | $4,551k | Jun 30, 2019 | Jul 31, 2019 | |
Segment Wealth Management LLC | 26,018 | $4,510k | Jun 30, 2019 | Jul 29, 2019 | |
KMS Financial Services Inc | 31,662 | $4,486k | Sep 30, 2014 | Nov 17, 2014 | |
Stillwater Investment Management LLC | 25,686 | $4,452k | Jun 30, 2019 | Jul 3, 2019 | |
Hennessy Advisors Inc | 25,450 | $4,412k | Jun 30, 2019 | Jul 11, 2019 | |
Boston Research and Management Inc | 25,296 | $4,384k | Jun 30, 2019 | Aug 7, 2019 | |
Meristem Family Wealth LLC | 25,160 | $4,361k | Jun 30, 2019 | Aug 6, 2019 | |
Greenhaven Associates Inc | 25,000 | $4,334k | Jun 30, 2019 | Aug 7, 2019 | |
Centenus Global Management LP | 25,000 | $4,334k | Jun 30, 2019 | Aug 14, 2019 | |
Texas Yale Capital Corp | 24,930 | $4,321k | Jun 30, 2019 | Jul 24, 2019 | |
Garland Capital Management Inc | 24,925 | $4,320k | Jun 30, 2019 | Jul 24, 2019 | |
Moloney Securities Asset Management LLC | 24,916 | $4,319k | Jun 30, 2019 | Jul 29, 2019 | |
GWM Advisors LLC | 24,402 | $4,230k | Jun 30, 2019 | Aug 5, 2019 | |
Brightworth LLC | 23,792 | $4,124k | Jun 30, 2019 | Jul 31, 2019 | |
Wealthplan Partners Inc | 24,930 | $4,110k | Jun 30, 2019 | Aug 19, 2019 | |
Abbrea Capital LLC | 23,462 | $4,067k | Jun 30, 2019 | Jul 31, 2019 | |
Miracle MILE Advisors LLC | 23,232 | $4,027k | Jun 30, 2019 | Aug 7, 2019 | |
Keating Investment Counselors Inc | 23,126 | $4,009k | Jun 30, 2019 | Aug 1, 2019 | |
Bailard Inc | 23,069 | $3,999k | Jun 30, 2019 | Jul 26, 2019 | |
Gratus Capital LLC | 22,973 | $3,982k | Jun 30, 2019 | Aug 7, 2019 | |
Ipswich Investment Management Company Inc | 22,929 | $3,975k | Jun 30, 2019 | Jul 11, 2019 | |
Financial Advantage Inc | 22,759 | $3,945k | Jun 30, 2019 | Jul 23, 2019 | |
Clearstead Advisors LLC | 22,757 | $3,945k | Jun 30, 2019 | Aug 8, 2019 | |
SAND Hill Global Advisors LLC | 22,607 | $3,919k | Jun 30, 2019 | Aug 13, 2019 | |
Northcoast Asset Management LLC | 22,410 | $3,885k | Jun 30, 2019 | Aug 14, 2019 | |
Putnam Investments Limited | 21,998 | $3,813k | Jun 30, 2019 | Aug 14, 2019 | |
BOYS Arnold & Company Inc | 21,895 | $3,795k | Jun 30, 2019 | Aug 1, 2019 | |
DEAN Investment Associates LLC | 21,875 | $3,792k | Jun 30, 2019 | Aug 14, 2019 | |
Buckhead Capital Management LLC | 21,828 | $3,784k | Jun 30, 2019 | Aug 1, 2019 | |
Choate Investment Advisors LLC | 21,802 | $3,779k | Jun 30, 2019 | Aug 14, 2019 | |
Hedeker Wealth LLC | 21,663 | $3,755k | Jun 30, 2019 | Jul 26, 2019 | |
Marshwinds Advisory Company | 19,645 | $3,743k | Dec 31, 2018 | Jan 7, 2019 | |
Evercore Wealth Management LLC | 21,533 | $3,733k | Jun 30, 2019 | Aug 13, 2019 | |
Argus Investors' Counsel Inc | 21,425 | $3,714k | Jun 30, 2019 | Jul 10, 2019 | |
Frontier Wealth Management LLC | 21,411 | $3,711k | Jun 30, 2019 | Aug 16, 2019 | |
Cypress Capital Management LLC | 21,346 | $3,700k | Jun 30, 2019 | Aug 5, 2019 | |
Spearhead Capital Advisors LLC | 21,072 | $3,653k | Jun 30, 2019 | Jul 17, 2019 | |
Trillium Asset Management LLC | 20,987 | $3,638k | Jun 30, 2019 | Aug 8, 2019 | |
Cambria Investment Management LP | 20,917 | $3,626k | Jun 30, 2019 | Aug 12, 2019 | |
Cadence Capital Management LLC | 20,230 | $3,507k | Jun 30, 2019 | Aug 12, 2019 | |
Ancora Advisors LLC | 20,227 | $3,506k | Jun 30, 2019 | Aug 12, 2019 | |
Arrowgrass Capital Partners US LP | 20,000 | $3,467k | Put | Jun 30, 2019 | Aug 14, 2019 |
Mckinley Carter Wealth Services Inc | 19,968 | $3,461k | Jun 30, 2019 | Aug 2, 2019 | |
Ferguson Wellman Capital Management Inc | 19,961 | $3,460k | Jun 30, 2019 | Jul 16, 2019 | |
Argyle Capital Management Inc | 19,913 | $3,452k | Jun 30, 2019 | Jul 25, 2019 | |
Taurus Asset Management LLC | 19,702 | $3,415k | Jun 30, 2019 | Aug 14, 2019 | |
Keeler Thomas Management LLC | 19,650 | $3,406k | Jun 30, 2019 | Jul 31, 2019 | |
Allied Investment Advisors LLC | 19,598 | $3,397k | Jun 30, 2019 | Jul 17, 2019 | |
BKD Wealth Advisors LLC | 19,489 | $3,378k | Jun 30, 2019 | Jul 10, 2019 | |
West Coast Financial LLC | 19,352 | $3,355k | Jun 30, 2019 | Jul 16, 2019 | |
Stratos Wealth Partners Ltd | 19,170 | $3,323k | Jun 30, 2019 | Aug 6, 2019 | |
LMCG Investments LLC | 23,383 | $3,315k | Sep 30, 2015 | Nov 4, 2015 | |
Moors & Cabot Inc | 18,864 | $3,274k | Jun 30, 2019 | Jul 18, 2019 | |
Engineers Gate Manager LP | 18,857 | $3,268k | Jun 30, 2019 | Aug 14, 2019 | |
Carnegie Capital Asset Management LLC | 18,844 | $3,266k | Jun 30, 2019 | Jul 24, 2019 | |
Bronfman EL Rothschild LP | 18,509 | $3,208k | Jun 30, 2019 | Aug 12, 2019 | |
California Capital Advisors Inc | 18,405 | $3,190k | Jun 30, 2019 | Jul 15, 2019 | |
Sigma Investment Counselors Inc | 18,355 | $3,182k | Jun 30, 2019 | Jul 23, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 18,292 | $3,171k | Jun 30, 2019 | Aug 9, 2019 | |
Sandhill Capital Partners LLC | 17,805 | $3,086k | Jun 30, 2019 | Aug 13, 2019 | |
F3Logic LLC | 17,696 | $3,068k | Jun 30, 2019 | Aug 2, 2019 | |
Parsec Financial Management Inc | 17,694 | $3,067k | Jun 30, 2019 | Jul 23, 2019 | |
Punch & Associates Investment Management Inc | 17,537 | $3,040k | Jun 30, 2019 | Aug 14, 2019 | |
Advisor Partners LLC | 17,494 | $3,032k | Jun 30, 2019 | Jul 26, 2019 | |
Sigma Planning Corporation | 17,446 | $3,024k | Jun 30, 2019 | Aug 1, 2019 | |
Profund Advisors LLC | 17,400 | $3,016k | Jun 30, 2019 | Aug 13, 2019 | |
Mcguire Investment Group LLC | 17,388 | $3,014k | Jun 30, 2019 | Jul 25, 2019 | |
Carret Asset Management LLC | 17,327 | $3,004k | Jun 30, 2019 | Aug 12, 2019 | |
Williams Jones & Associates LLC | 17,321 | $3,002k | Jun 30, 2019 | Aug 14, 2019 | |
Madison Investment Holdings Inc | 17,315 | $3,001k | Jun 30, 2019 | Aug 13, 2019 | |
Grandfield & DODD LLC | 17,240 | $2,988k | Jun 30, 2019 | Jul 29, 2019 | |
JGP Wealth Management LLC | 17,061 | $2,957k | Jun 30, 2019 | Jul 15, 2019 | |
Homrich & BERG Inc | 16,918 | $2,933k | Jun 30, 2019 | Aug 5, 2019 | |
Investment Counsel Inc | 16,582 | $2,926k | Jun 30, 2019 | Jul 29, 2019 | |
Private Counsel Group Ltd | 16,582 | $2,926k | Jun 30, 2019 | Jul 29, 2019 | |
Elgethun Capital Management | 16,663 | $2,888k | Jun 30, 2019 | Aug 8, 2019 | |
Bragg Financial Advisors Inc | 16,632 | $2,883k | Jun 30, 2019 | Aug 14, 2019 | |
Dodge & COX | 16,371 | $2,838k | Jun 30, 2019 | Aug 13, 2019 | |
Mackay Shields LLC | 16,247 | $2,816k | Jun 30, 2019 | Aug 13, 2019 | |
Centiva Capital LP | 15,910 | $2,758k | Jun 30, 2019 | Aug 13, 2019 | |
BECK MACK & Oliver LLC | 15,826 | $2,743k | Jun 30, 2019 | Aug 13, 2019 | |
Oxbow Advisors LLC | 15,538 | $2,693k | Jun 30, 2019 | Aug 7, 2019 | |
Traynor Capital Management Inc | 15,408 | $2,688k | Jun 30, 2019 | Jul 26, 2019 | |
Merriman Wealth Management LLC | 1,536 | $2,680k | Jun 30, 2019 | Jul 31, 2019 | |
Wilmington Funds Management Corporation | 18,510 | $2,651k | Jun 30, 2014 | Aug 13, 2014 | |
ZWJ Investment Counsel Inc | 15,236 | $2,641k | Jun 30, 2019 | Jul 24, 2019 | |
Granite Investment Partners LLC | 15,216 | $2,638k | Jun 30, 2019 | Aug 7, 2019 | |
Granite Financial Partners LLC | 15,216 | $2,638k | Jun 30, 2019 | Aug 7, 2019 | |
OFI Advisors LLC | 18,507 | $2,624k | Sep 30, 2015 | Nov 16, 2015 | |
Wheatland Advisors Inc | 14,940 | $2,590k | Jun 30, 2019 | Aug 7, 2019 | |
New England Asset Management Inc | 14,780 | $2,562k | Jun 30, 2019 | Aug 14, 2019 | |
WEIK Capital Management Inc | 14,762 | $2,559k | Jun 30, 2019 | Aug 9, 2019 | |
Guardian Capital Advisors LP | 14,625 | $2,559k | Jun 30, 2019 | Aug 14, 2019 | |
DAVY Asset Management Limited | 14,679 | $2,544k | Jun 30, 2019 | Jul 19, 2019 | |
Hoylecohen LLC | 14,487 | $2,511k | Jun 30, 2019 | Aug 9, 2019 | |
Guardian Investment Management LLC | 14,477 | $2,509k | Jun 30, 2019 | Aug 16, 2019 | |
Legacy Capital Partners Inc | 14,455 | $2,506k | Jun 30, 2019 | Jul 16, 2019 | |
Modera Wealth Management LLC | 14,327 | $2,483k | Jun 30, 2019 | Aug 7, 2019 | |
Nomura Asset Management USA Inc | 14,094 | $2,443k | Jun 30, 2019 | Aug 13, 2019 | |
Nomura Asset Management Co Ltd | 14,094 | $2,443k | Jun 30, 2019 | Aug 13, 2019 | |
Bell & Brown Wealth Advisors LLC | 14,030 | $2,432k | Jun 30, 2019 | Aug 6, 2019 | |
Poplar Forest Capital LLC | 13,810 | $2,394k | Jun 30, 2019 | Aug 2, 2019 | |
Appleton Partners Inc | 13,713 | $2,377k | Jun 30, 2019 | Jul 25, 2019 | |
ZEKE Capital Advisors LLC | 13,508 | $2,341k | Jun 30, 2019 | Jul 24, 2019 | |
Baker Ellis Asset Management LLC | 13,309 | $2,307k | Jun 30, 2019 | Aug 12, 2019 | |
Stone RUN Capital LLC | 12,950 | $2,245k | Jun 30, 2019 | Aug 14, 2019 | |
Hamilton Point Investment Advisors LLC | 12,823 | $2,223k | Jun 30, 2019 | Jul 18, 2019 | |
Wilmington Trust Investment Management LLC | 15,317 | $2,194k | Jun 30, 2014 | Aug 13, 2014 | |
Calamos Wealth Management LLC | 12,471 | $2,162k | Jun 30, 2019 | Aug 7, 2019 | |
Cfo4Life Group LLC | 12,432 | $2,155k | Jun 30, 2019 | Jul 29, 2019 | |
Private Wealth Partners LLC | 12,356 | $2,142k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 12,356 | $2,142k | Jun 30, 2019 | Aug 6, 2019 | |
Athena Capital Advisors LLC | 12,313 | $2,134k | Jun 30, 2019 | Aug 9, 2019 | |
Woodmont Investment Counsel LLC | 12,223 | $2,119k | Jun 30, 2019 | Aug 14, 2019 | |
Buckingham Asset Management LLC | 12,138 | $2,104k | Jun 30, 2019 | Aug 5, 2019 | |
North Star Investment Management Corporation | 12,127 | $2,102k | Jun 30, 2019 | Jul 15, 2019 | |
Aspiriant LLC | 12,096 | $2,096k | Jun 30, 2019 | Aug 6, 2019 | |
YHB Investment Advisors Inc | 11,724 | $2,032k | Jun 30, 2019 | Jul 15, 2019 | |
Douglas Lane & Associates LLC | 11,528 | $1,998k | Jun 30, 2019 | Jul 8, 2019 | |
Hammer Asset Management LLC | 11,495 | $1,993k | Jun 30, 2019 | Aug 6, 2019 | |
Marietta Investment Partners LLC | 11,456 | $1,986k | Jun 30, 2019 | Aug 13, 2019 | |
Birch Hill Investment Advisors LLC | 11,424 | $1,980k | Jun 30, 2019 | Jul 22, 2019 | |
The Northstar Group Inc | 11,208 | $1,943k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 11,208 | $1,943k | Jun 30, 2019 | Jul 12, 2019 | |
SVA Plumb Wealth Management LLC | 11,202 | $1,942k | Jun 30, 2019 | Aug 13, 2019 | |
Stearns Financial Services Group Inc | 11,166 | $1,936k | Jun 30, 2019 | Aug 14, 2019 | |
Bristlecone Advisors LLC | 11,032 | $1,912k | Jun 30, 2019 | Jul 19, 2019 | |
Exchange Capital Management Inc | 10,958 | $1,899k | Jun 30, 2019 | Jul 22, 2019 | |
Affiance Financial LLC | 10,865 | $1,883k | Jun 30, 2019 | Jul 11, 2019 | |
Murphy Pohlad Asset Management LLC | 10,729 | $1,859k | Jun 30, 2019 | Aug 6, 2019 | |
Kavar Capital Partners LLC | 10,703 | $1,855k | Jun 30, 2019 | Aug 1, 2019 | |
LEE Danner & BASS Inc | 10,632 | $1,843k | Jun 30, 2019 | Jul 30, 2019 | |
Perella Weinberg Partners Capital Management LP | 10,600 | $1,837k | Jun 30, 2019 | Jul 22, 2019 | |
Wendell David Associates Inc | 10,514 | $1,822k | Jun 30, 2019 | Jul 16, 2019 | |
Altman Advisors Inc | 10,487 | $1,818k | Jun 30, 2019 | Jul 12, 2019 | |
Pratt Collard Advisory Partners LLC | 10,356 | $1,795k | Jun 30, 2019 | Jul 16, 2019 | |
Hartline Investment Corp | 10,303 | $1,786k | Jun 30, 2019 | Aug 8, 2019 | |
Highland Capital Management LLC | 10,236 | $1,774k | Jun 30, 2019 | Jul 29, 2019 | |
Palladium Partners LLC | 10,129 | $1,756k | Jun 30, 2019 | Aug 7, 2019 | |
Northwest Investment Counselors LLC | 10,125 | $1,755k | Jun 30, 2019 | Jul 25, 2019 | |
Clark Capital Management Group Inc | 10,092 | $1,749k | Jun 30, 2019 | Jul 12, 2019 | |
Aristotle Capital Management LLC | 9,984 | $1,731k | Jun 30, 2019 | Aug 14, 2019 | |
Meridian Investment Counsel Inc | 9,959 | $1,726k | Jun 30, 2019 | Aug 13, 2019 | |
RAAB & Moskowitz Asset Management LLC | 9,913 | $1,718k | Jun 30, 2019 | Aug 9, 2019 | |
Bigelow Investment Advisors LLC | 9,903 | $1,717k | Jun 30, 2019 | Jul 17, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 9,847 | $1,707k | Jun 30, 2019 | Jul 15, 2019 | |
Strategic Advisors LLC | 9,824 | $1,702k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 9,824 | $1,702k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 9,824 | $1,702k | Jun 30, 2019 | Jul 22, 2019 | |
MAI Capital Management LLC | 9,786 | $1,696k | Jun 30, 2019 | Aug 15, 2019 | |
Motley FOOL Asset Management LLC | 9,580 | $1,661k | Jun 30, 2019 | Aug 14, 2019 | |
Rossmore Private Capital LLC | 9,541 | $1,654k | Jun 30, 2019 | Aug 5, 2019 | |
Cornell Pochily Investment Advisors Inc | 9,489 | $1,645k | Jun 30, 2019 | Jul 22, 2019 | |
BEL AIR Investment Advisors LLC | 13,713 | $1,637k | Sep 30, 2013 | Nov 12, 2013 | |
Joel Isaacson & Co LLC | 9,437 | $1,636k | Jun 30, 2019 | Jul 11, 2019 | |
Zacks Investment Management Inc | 9,434 | $1,635k | Jun 30, 2019 | Aug 14, 2019 | |
Dupont Capital Management Corp | 9,413 | $1,632k | Jun 30, 2019 | Jul 30, 2019 | |
Wellington Shields Capital Management LLC | 9,370 | $1,624k | Jun 30, 2019 | Aug 8, 2019 | |
QS Investors LLC | 9,325 | $1,617k | Jun 30, 2019 | Aug 14, 2019 | |
Colonial Trust Advisors Inc | 9,262 | $1,605k | Jun 30, 2019 | Aug 21, 2019 | |
1st Global Advisors Inc | 7,710 | $1,605k | Jun 30, 2017 | Aug 15, 2017 | |
Boston Advisors LLC | 9,190 | $1,593k | Jun 30, 2019 | Jul 30, 2019 | |
The Colony Group LLC | 9,119 | $1,581k | Jun 30, 2019 | Aug 19, 2019 | |
GLG Partners LP | 6,690 | $1,575k | Dec 31, 2017 | Feb 14, 2018 | |
Curbstone Financial Management Corporation | 9,056 | $1,570k | Jun 30, 2019 | Jul 9, 2019 | |
Drexel Morgan & Co | 8,888 | $1,541k | Jun 30, 2019 | Aug 8, 2019 | |
Beacon Investment Advisory Services Inc | 8,839 | $1,532k | Jun 30, 2019 | Aug 7, 2019 | |
Acropolis Investment Management LLC | 8,791 | $1,524k | Jun 30, 2019 | Jul 11, 2019 | |
Capital Insight Partners LLC | 8,791 | $1,524k | Jun 30, 2019 | Jul 9, 2019 | |
Parthenon LLC | 8,733 | $1,514k | Jun 30, 2019 | Jul 29, 2019 | |
Baldwin Brothers Inc | 8,646 | $1,499k | Jun 30, 2019 | Jul 19, 2019 | |
Benedict Financial Advisors Inc | 8,618 | $1,494k | Jun 30, 2019 | Aug 1, 2019 | |
Aries Wealth Management LLC | 8,668 | $1,491k | Jun 30, 2019 | Jul 15, 2019 | |
Cleararc Capital Inc | 8,597 | $1,490k | Jun 30, 2019 | Aug 7, 2019 | |
Accredited Investors Inc | 8,584 | $1,488k | Jun 30, 2019 | Aug 13, 2019 | |
Portland Global Advisors LLC | 8,538 | $1,480k | Jun 30, 2019 | Jul 26, 2019 | |
Dumont & Blake Investment Advisors LLC | 8,488 | $1,471k | Jun 30, 2019 | Aug 1, 2019 | |
Evergreen Capital Management LLC | 8,434 | $1,462k | Jun 30, 2019 | Aug 14, 2019 | |
Burgundy Asset Management Ltd | 8,200 | $1,421k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 8,160 | $1,414k | Jun 30, 2019 | Aug 9, 2019 | |
Private Wealth Advisors Inc | 8,135 | $1,410k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 8,135 | $1,410k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 8,135 | $1,410k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 8,135 | $1,410k | Jun 30, 2019 | Aug 7, 2019 | |
Ridgewood Investments LLC | 8,031 | $1,392k | Jun 30, 2019 | Jul 12, 2019 | |
Advisors Capital Management LLC | 7,626 | $1,322k | Jun 30, 2019 | Aug 15, 2019 | |
Violich Capital Management | 7,616 | $1,320k | Jun 30, 2019 | Jul 22, 2019 | |
Ascension Asset Management LLC | 7,590 | $1,316k | Jun 30, 2019 | Jul 23, 2019 | |
GHP Investment Advisors Inc | 7,520 | $1,304k | Jun 30, 2019 | Aug 2, 2019 | |
Hall Capital Management Company Inc | 7,505 | $1,301k | Jun 30, 2019 | Aug 14, 2019 | |
Andesa Financial Management Inc | 7,490 | $1,298k | Jun 30, 2019 | Jul 30, 2019 | |
Cetera Investment Advisers LLC | 7,461 | $1,297k | Jun 30, 2019 | Aug 12, 2019 | |
Brave Asset Management Inc | 7,424 | $1,287k | Jun 30, 2019 | Aug 5, 2019 | |
Sequoia Financial Advisors LLC | 7,375 | $1,278k | Jun 30, 2019 | Jul 31, 2019 | |
Atria Investments LLC | 7,846 | $1,263k | Jun 30, 2019 | Aug 26, 2019 | |
Altium Wealth Management LLC | 7,252 | $1,257k | Jun 30, 2019 | Jul 18, 2019 | |
Chilton Capital Management LLC | 7,153 | $1,240k | Jun 30, 2019 | Aug 13, 2019 | |
Inspirion Wealth Advisors LLC | 7,105 | $1,232k | Jun 30, 2019 | Jul 15, 2019 | |
Cahill Financial Advisors Inc | 7,097 | $1,231k | Jun 30, 2019 | Aug 14, 2019 | |
Security Asset Management Inc | 7,012 | $1,215k | Jun 30, 2019 | Aug 6, 2019 | |
Schonfeld Strategic Advisors LLC | 7,000 | $1,213k | Jun 30, 2019 | Aug 14, 2019 | |
Providence Wealth Advisors LLC | 6,888 | $1,202k | Jun 30, 2019 | Jul 22, 2019 | |
Altfest L J & Co Inc | 6,861 | $1,189k | Jun 30, 2019 | Jul 15, 2019 | |
Regentatlantic Capital LLC | 6,842 | $1,186k | Jun 30, 2019 | Jul 23, 2019 | |
DF DENT and Company Inc | 6,693 | $1,160k | Jun 30, 2019 | Aug 15, 2019 | |
Salem Capital Management Inc | 6,675 | $1,157k | Jun 30, 2019 | Jul 9, 2019 | |
Prospera Financial Services Inc | 6,666 | $1,154k | Jun 30, 2019 | Aug 14, 2019 | |
Vivaldi Capital Management LLC | 6,650 | $1,153k | Jun 30, 2019 | Aug 14, 2019 | |
PFG Advisors LLC | 6,561 | $1,141k | Jun 30, 2019 | Aug 5, 2019 | |
Neumann Capital Management LLC | 6,536 | $1,133k | Jun 30, 2019 | Jul 25, 2019 | |
Access Financial Services Inc | 6,488 | $1,125k | Jun 30, 2019 | Jul 24, 2019 | |
Harbor Advisory Corporation | 6,445 | $1,117k | Jun 30, 2019 | Jul 30, 2019 | |
Harbor Investment Advisory LLC | 6,445 | $1,117k | Jun 30, 2019 | Jul 30, 2019 | |
Whitnell & Co | 6,418 | $1,112k | Jun 30, 2019 | Jul 16, 2019 | |
ST Johns Investment Management Company LLC | 6,417 | $1,112k | Jun 30, 2019 | Jul 24, 2019 | |
HCR Wealth Advisors | 6,370 | $1,104k | Jun 30, 2019 | Jul 25, 2019 | |
The Caprock Group Inc | 6,371 | $1,104k | Jun 30, 2019 | Jul 23, 2019 | |
Aureus Asset Management LLC | 6,326 | $1,097k | Jun 30, 2019 | Aug 14, 2019 | |
Armor Investment Advisors LLC | 6,303 | $1,093k | Jun 30, 2019 | Aug 13, 2019 | |
Armor Advisors LLC | 6,303 | $1,093k | Jun 30, 2019 | Aug 13, 2019 | |
Baldwin Investment Management LLC | 6,291 | $1,090k | Jun 30, 2019 | Aug 6, 2019 | |
DUFF & Phelps Investment Management Co | 6,265 | $1,086k | Jun 30, 2019 | Aug 2, 2019 | |
New England Research & Management Inc | 6,145 | $1,065k | Jun 30, 2019 | Jul 9, 2019 | |
Savant Capital LLC | 6,102 | $1,058k | Jun 30, 2019 | Aug 6, 2019 | |
Howard Capital Management Inc | 6,077 | $1,053k | Jun 30, 2019 | Jul 24, 2019 | |
Badgley Phelps and Bell Inc | 6,025 | $1,044k | Jun 30, 2019 | Jul 30, 2019 | |
Uncommon Cents Investing LLC | 6,023 | $1,044k | Jun 30, 2019 | Jul 12, 2019 | |
Steinberg Global Asset Management Ltd | 4,903 | $1,019k | Mar 31, 2019 | Apr 24, 2019 | |
Blackhawk Capital Partners LLC | 5,879 | $1,019k | Jun 30, 2019 | Aug 13, 2019 | |
NWAM LLC | 5,856 | $1,015k | Jun 30, 2019 | Jul 18, 2019 | |
Wellington Shields & Co LLC | 5,845 | $1,013k | Jun 30, 2019 | Aug 8, 2019 | |
Pettee Investors Inc | 5,830 | $1,011k | Jun 30, 2019 | Aug 7, 2019 | |
Marshall WACE North America LP | 5,830 | $1,011k | Jun 30, 2019 | Aug 14, 2019 | |
Stone Ridge Asset Management LLC | 5,830 | $1,011k | Jun 30, 2019 | Aug 6, 2019 | |
Mission Wealth Management LP | 5,829 | $1,010k | Jun 30, 2019 | Aug 9, 2019 | |
Breiter Capital Management Inc | 5,774 | $1,001k | Jun 30, 2019 | Aug 23, 2019 | |
Arlington Financial Advisors LLC | 5,777 | $1,001k | Jun 30, 2019 | Aug 5, 2019 | |
Tiedemann Advisors LLC | 5,754 | $1,000k | Jun 30, 2019 | Aug 13, 2019 | |
Fagan Associates Inc | 5,741 | $995k | Jun 30, 2019 | Jul 12, 2019 | |
Checchi Capital Advisers LLC | 5,721 | $992k | Jun 30, 2019 | Aug 6, 2019 | |
Spears Abacus Advisors LLC | 5,678 | $984k | Jun 30, 2019 | Aug 9, 2019 | |
Northrock Partners LLC | 5,648 | $975k | Jun 30, 2019 | Aug 12, 2019 | |
Granite Group Advisors LLC | 5,567 | $965k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 5,567 | $965k | Jun 30, 2019 | Jul 23, 2019 | |
FORT Point Capital Partners LLC | 5,488 | $951k | Jun 30, 2019 | Aug 9, 2019 | |
RMB Capital Management LLC | 5,478 | $950k | Jun 30, 2019 | Aug 13, 2019 | |
Dynamic Advisor Solutions LLC | 5,462 | $947k | Jun 30, 2019 | Aug 13, 2019 | |
East Coast Asset Management LLC | 5,408 | $937k | Jun 30, 2019 | Aug 14, 2019 | |
Triangle Securities Wealth Management | 5,493 | $929k | Jun 30, 2019 | Jul 10, 2019 | |
Carnick & Kubik Group LLC | 5,331 | $924k | Jun 30, 2019 | Jul 30, 2019 | |
Nicholas Hoffman & Company LLC | 5,266 | $913k | Jun 30, 2019 | Aug 12, 2019 | |
Wealth Alliance Advisory Group LLC | 5,267 | $910k | Jun 30, 2019 | Jul 17, 2019 | |
Sanders Morris Harris LLC | 5,190 | $901k | Jun 30, 2019 | Jul 10, 2019 | |
Ellington Management Group LLC | 5,200 | $901k | Jun 30, 2019 | Aug 14, 2019 | |
Ellington Financial Management LLC | 5,200 | $901k | Jun 30, 2019 | Aug 14, 2019 | |
Bernicke Wealth Management Ltd | 5,190 | $900k | Jun 30, 2019 | Aug 5, 2019 | |
Convergence Investment Partners LLC | 5,186 | $899k | Jun 30, 2019 | Jul 23, 2019 | |
Beddow Capital Management Inc | 5,075 | $880k | Jun 30, 2019 | Aug 9, 2019 | |
Capstone Financial Advisors Inc | 4,212 | $875k | Mar 31, 2019 | Aug 15, 2019 | |
Capstone Investment Advisors LLC | 4,212 | $875k | Mar 31, 2019 | Aug 15, 2019 | |
AFT Forsyth and Company Inc | 5,034 | $873k | Jun 30, 2019 | Jul 29, 2019 | |
Institute FOR Wealth Management LLC | 5,012 | $869k | Jun 30, 2019 | Aug 2, 2019 | |
Alpha Cubed Investments LLC | 4,999 | $867k | Jun 30, 2019 | Jul 19, 2019 | |
Evanson Asset Management LLC | 4,976 | $863k | Jun 30, 2019 | Jul 11, 2019 | |
Conestoga Capital Advisors LLC | 4,830 | $837k | Jun 30, 2019 | Aug 2, 2019 | |
Arjuna Capital LLC | 4,808 | $833k | Jun 30, 2019 | Aug 21, 2019 | |
Plancorp LLC | 4,786 | $830k | Jun 30, 2019 | Aug 13, 2019 | |
Acadian Asset Management LLC | 4,771 | $827k | Jun 30, 2019 | Aug 8, 2019 | |
Lourd Capital LLC | 4,750 | $823k | Jun 30, 2019 | Jul 11, 2019 | |
Abner Herrman & Brock LLC | 4,729 | $820k | Jun 30, 2019 | Jul 19, 2019 | |
Probity Advisors Inc | 4,711 | $817k | Jun 30, 2019 | Aug 8, 2019 | |
RFG Advisory LLC | 4,691 | $808k | Jun 30, 2019 | Aug 23, 2019 | |
RB Capital Management LLC | 4,654 | $807k | Jun 30, 2019 | Aug 7, 2019 | |
Wealthstreet Investment Advisors LLC | 4,463 | $774k | Jun 30, 2019 | Jul 16, 2019 | |
Epstein and White Financial LLC | 4,574 | $772k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Advisory LLC | 4,364 | $756k | Jun 30, 2019 | Aug 8, 2019 | |
Level Four Advisory Services LLC | 4,261 | $739k | Jun 30, 2019 | Aug 14, 2019 | |
Sicart Associates LLC | 4,255 | $738k | Jun 30, 2019 | Jul 23, 2019 | |
Compass Capital Management Inc | 4,168 | $722k | Jun 30, 2019 | Jul 31, 2019 | |
Pictet North America Advisors SA | 4,096 | $710k | Jun 30, 2019 | Aug 7, 2019 | |
Tiemann Investment Advisors LLC | 4,067 | $705k | Jun 30, 2019 | Aug 13, 2019 | |
Meridian Wealth Management LLC | 400 | $694k | Jun 30, 2019 | Jul 19, 2019 | |
Glynn Capital Management LLC | 4,000 | $693k | Jun 30, 2019 | Aug 2, 2019 | |
Brown Advisory Securities LLC | 4,006 | $693k | Jun 30, 2019 | Aug 12, 2019 | |
Zuckerman Investment Group LLC | 4,000 | $693k | Jun 30, 2019 | Aug 14, 2019 | |
Diker Management LLC | 3,935 | $682k | Jun 30, 2019 | Aug 14, 2019 | |
Port Capital LLC | 3,865 | $670k | Jun 30, 2019 | Aug 14, 2019 | |
Apriem Advisors | 3,852 | $668k | Jun 30, 2019 | Aug 14, 2019 | |
Peak Asset Management LLC | 3,844 | $666k | Jun 30, 2019 | Aug 15, 2019 | |
Whitener Capital Management Inc | 3,840 | $665k | Jun 30, 2019 | Aug 2, 2019 | |
Summit Asset Management LLC | 3,826 | $663k | Jun 30, 2019 | Aug 7, 2019 | |
Patton Albertson Miller Group LLC | 4,053 | $663k | Jun 30, 2019 | Aug 12, 2019 | |
First Foundation Advisors | 3,814 | $661k | Jun 30, 2019 | Aug 14, 2019 | |
Stony Point Wealth Management Inc | 3,782 | $661k | Jun 30, 2019 | Jul 23, 2019 | |
Beese Fulmer Investment Management Inc | 3,760 | $652k | Jun 30, 2019 | Jul 5, 2019 | |
LVW Advisors LLC | 3,736 | $648k | Jun 30, 2019 | Aug 14, 2019 | |
Eagle Global Advisors LLC | 3,670 | $636k | Jun 30, 2019 | Aug 13, 2019 | |
Barber Financial Group | 3,646 | $632k | Jun 30, 2019 | Aug 9, 2019 | |
Searle & Co | 3,643 | $631k | Jun 30, 2019 | Jul 17, 2019 | |
Thompson Investment Management Inc | 3,620 | $627k | Jun 30, 2019 | Aug 7, 2019 | |
Dedora Capital Inc | 3,604 | $625k | Jun 30, 2019 | Aug 8, 2019 | |
ELM Advisors LLC | 3,600 | $624k | Jun 30, 2019 | Jul 3, 2019 | |
Sheaff Brock Investment Advisors LLC | 3,578 | $620k | Jun 30, 2019 | Jul 31, 2019 | |
Richard Bernstein Advisors LLC | 3,548 | $615k | Jun 30, 2019 | Aug 9, 2019 | |
The Fiduciary Group LLC | 3,545 | $614k | Jun 30, 2019 | Aug 14, 2019 | |
AULL & Monroe Investment Management Corp | 3,507 | $608k | Jun 30, 2019 | Jul 29, 2019 | |
Legacy Financial Strategies LLC | 3,584 | $606k | Jun 30, 2019 | Jul 15, 2019 | |
Successful Portfolios LLC | 3,474 | $602k | Jun 30, 2019 | Jul 11, 2019 | |
MARK Sheptoff Financial Planning LLC | 3,438 | $596k | Jun 30, 2019 | Aug 12, 2019 | |
Zevin Asset Management LLC | 3,434 | $595k | Jun 30, 2019 | Aug 6, 2019 | |
Lakeview Capital Partners LLC | 3,382 | $586k | Jun 30, 2019 | Aug 5, 2019 | |
BTR Capital Management Inc | 3,348 | $580k | Jun 30, 2019 | Jul 18, 2019 | |
Cadinha & Co LLC | 3,342 | $579k | Jun 30, 2019 | Aug 9, 2019 | |
Calton & Associates Inc | 3,302 | $573k | Jun 30, 2019 | Jul 9, 2019 | |
REDW Stanley Financial Advisors LLC | 3,278 | $568k | Jun 30, 2019 | Aug 9, 2019 | |
CPWM LLC | 3,271 | $567k | Jun 30, 2019 | Aug 2, 2019 | |
Signature Financial Management Inc | 2,970 | $566k | Dec 31, 2018 | Feb 13, 2019 | |
Middleton & Company Inc | 3,249 | $563k | Jun 30, 2019 | Jul 25, 2019 | |
Excalibur Management Corp | 3,246 | $563k | Jun 30, 2019 | Jul 26, 2019 | |
Wells Trecaso Financial Group LLC | 3,213 | $557k | Jun 30, 2019 | Jul 22, 2019 | |
Meyer Handelman Company LLC | 3,200 | $555k | Jun 30, 2019 | Jul 23, 2019 | |
Diligent Investors LLC | 3,179 | $551k | Jun 30, 2019 | Aug 1, 2019 | |
Brown Advisory LLC | 3,157 | $547k | Jun 30, 2019 | Aug 12, 2019 | |
Brown Advisory Ltd | 3,157 | $547k | Jun 30, 2019 | Aug 12, 2019 | |
KOPP Investment Advisors LLC | 3,143 | $545k | Jun 30, 2019 | Aug 14, 2019 | |
Plante Moran Financial Advisors LLC | 3,144 | $545k | Jun 30, 2019 | Aug 13, 2019 | |
Tokio Marine Asset Management USA Ltd | 3,132 | $543k | Jun 30, 2019 | Jul 25, 2019 | |
Alpine Woods Capital Investors LLC | 3,100 | $537k | Jun 30, 2019 | Aug 5, 2019 | |
EQIS Capital Management Inc | 3,090 | $536k | Jun 30, 2019 | Jul 18, 2019 | |
Buckley Wealth Management LLC | 3,007 | $521k | Jun 30, 2019 | Jul 19, 2019 | |
Penobscot Investment Management Company Inc | 3,000 | $520k | Jun 30, 2019 | Aug 2, 2019 | |
Stokes & Hubbell Capital Management LLC | 2,460 | $511k | Mar 31, 2019 | Apr 24, 2019 | |
Endurance Wealth Management Inc | 2,940 | $509k | Jun 30, 2019 | Jul 30, 2019 | |
Janney Capital Management LLC | 2,928 | $508k | Jun 30, 2019 | Jul 29, 2019 | |
Foster Dykema Cabot & Co Incorporated | 2,880 | $499k | Jun 30, 2019 | Aug 6, 2019 | |
Crossvault Capital Management LLC | 2,850 | $494k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Capital Inc | 2,845 | $493k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 2,845 | $493k | Jun 30, 2019 | Aug 14, 2019 | |
Premier Asset Management LLC | 2,835 | $491k | Jun 30, 2019 | Aug 7, 2019 | |
Summit Financial Group Inc | 2,801 | $486k | Jun 30, 2019 | Jul 3, 2019 | |
Clear Perspective Advisors LLC | 2,804 | $486k | Jun 30, 2019 | Aug 12, 2019 | |
Summit Financial LLC | 2,801 | $486k | Jun 30, 2019 | Jul 3, 2019 | |
Callahan Advisors LLC | 2,767 | $480k | Jun 30, 2019 | Jul 17, 2019 | |
Intersect Capital LLC | 2,761 | $479k | Jun 30, 2019 | Aug 9, 2019 | |
Evermay Wealth Management LLC | 2,750 | $477k | Jun 30, 2019 | Jul 23, 2019 | |
Progressive Investment Management Corporation | 2,701 | $468k | Jun 30, 2019 | Aug 12, 2019 | |
Altavista Wealth Management Inc | 2,695 | $467k | Jun 30, 2019 | Aug 13, 2019 | |
Isthmus Partners LLC | 2,672 | $463k | Jun 30, 2019 | Aug 9, 2019 | |
West Branch Capital LLC | 2,665 | $462k | Jun 30, 2019 | Aug 5, 2019 | |
Omnistar Financial Group Inc | 2,654 | $460k | Jun 30, 2019 | Jul 30, 2019 | |
GSB Wealth Management LLC | 2,650 | $459k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Financial Group LLC | 2,650 | $459k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 2,650 | $459k | Jun 30, 2019 | Jul 29, 2019 | |
Liberty Capital Management Inc | 2,599 | $451k | Jun 30, 2019 | Jul 15, 2019 | |
Harvest Capital Management Inc | 2,567 | $444k | Jun 30, 2019 | Aug 7, 2019 | |
Perritt Capital Management Inc | 2,540 | $440k | Jun 30, 2019 | Aug 13, 2019 | |
Measured Wealth Private Client Group LLC | 2,534 | $439k | Jun 30, 2019 | Jul 26, 2019 | |
Paulson Wealth Management Inc | 2,448 | $435k | Jun 30, 2019 | Jul 30, 2019 | |
Capital Investment Advisory Services LLC | 2,468 | $431k | Jun 30, 2019 | Aug 8, 2019 | |
The Capital Group Investment Advisory Services LLC | 2,468 | $431k | Jun 30, 2019 | Aug 8, 2019 | |
Financial Architects Inc | 2,469 | $428k | Jun 30, 2019 | Aug 14, 2019 | |
Ausdal Financial Partners Inc | 2,393 | $425k | Jun 30, 2019 | Aug 5, 2019 | |
Cambridge Advisors Inc | 2,432 | $422k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 2,432 | $422k | Jun 30, 2019 | Jul 26, 2019 | |
Bingham Osborn & Scarborough LLC | 2,427 | $421k | Jun 30, 2019 | Aug 2, 2019 | |
Mount Yale Investment Advisors LLC | 2,558 | $419k | Jun 30, 2019 | Aug 13, 2019 | |
Armbruster Capital Management Inc | 2,400 | $416k | Jun 30, 2019 | Jul 18, 2019 | |
SOL Capital Management Co | 2,378 | $412k | Jun 30, 2019 | Jul 17, 2019 | |
Gyroscope Capital Management Group LLC | 2,390 | $411k | Jun 30, 2019 | Jul 11, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 2,363 | $410k | Jun 30, 2019 | Aug 13, 2019 | |
Dividend Assets Capital LLC | 2,344 | $406k | Jun 30, 2019 | Jul 12, 2019 | |
Founders Financial Securities LLC | 2,338 | $405k | Jun 30, 2019 | Jul 22, 2019 | |
Campbell Newman Asset Management Inc | 2,300 | $399k | Jun 30, 2019 | Jul 24, 2019 | |
Vontobel Swiss Wealth Advisors AG | 2,300 | $399k | Jun 30, 2019 | Aug 12, 2019 | |
Connecticut Wealth Management LLC | 2,278 | $395k | Jun 30, 2019 | Jul 29, 2019 | |
USCA RIA LLC | 2,266 | $393k | Jun 30, 2019 | Aug 14, 2019 | |
Sather Financial Group Inc | 2,256 | $391k | Jun 30, 2019 | Jul 23, 2019 | |
Weybosset Research & Management LLC | 2,250 | $390k | Jun 30, 2019 | Jul 22, 2019 | |
SFE Investment Counsel Inc | 2,205 | $382k | Jun 30, 2019 | Jul 26, 2019 | |
RNC Capital Management LLC | 2,197 | $381k | Jun 30, 2019 | Jul 25, 2019 | |
Telos Capital Management Inc | 2,164 | $375k | Jun 30, 2019 | Jul 19, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 2,144 | $372k | Jun 30, 2019 | Jul 9, 2019 | |
Atalanta Sosnoff Capital LLC | 2,126 | $369k | Jun 30, 2019 | Jul 15, 2019 | |
Horizon Asset Management LLC | 2,130 | $369k | Jun 30, 2019 | Aug 14, 2019 | |
Wealthtrust Axiom LLC | 2,102 | $364k | Jun 30, 2019 | Aug 7, 2019 | |
Willow Creek Wealth Management Inc | 2,095 | $363k | Jun 30, 2019 | Jul 22, 2019 | |
KLCM Advisors Inc | 2,081 | $361k | Jun 30, 2019 | Aug 15, 2019 | |
Capital Investment Counsel Inc | 2,047 | $355k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 2,047 | $355k | Jun 30, 2019 | Jul 26, 2019 | |
Vista Investment Management LLC | 2,037 | $353k | Jun 30, 2019 | Aug 14, 2019 | |
Wellesley Investment Partners LLC | 2,018 | $349k | Jun 30, 2019 | Aug 5, 2019 | |
Cypress Wealth Services LLC | 2,009 | $348k | Jun 30, 2019 | Jul 24, 2019 | |
Doliver Capital Advisors LP | 2,000 | $347k | Jun 30, 2019 | Jul 25, 2019 | |
Logan Capital Management Inc | 2,000 | $347k | Jun 30, 2019 | Jul 24, 2019 | |
CWA Asset Management Group LLC | 1,996 | $346k | Jun 30, 2019 | Aug 13, 2019 | |
Windsor Capital Management LLC | 1,972 | $341k | Jun 30, 2019 | Aug 2, 2019 | |
Maryland Capital Management LLC | 1,970 | $341k | Jun 30, 2019 | Aug 13, 2019 | |
Main Street Research LLC | 1,950 | $338k | Jun 30, 2019 | Aug 8, 2019 | |
Poehling Capital Management Inc | 1,951 | $338k | Jun 30, 2019 | Aug 9, 2019 | |
Oarsman Capital Inc | 1,936 | $336k | Jun 30, 2019 | Aug 13, 2019 | |
Landmark Financial Advisors LLC | 1,922 | $333k | Jun 30, 2019 | Aug 2, 2019 | |
Motley FOOL Wealth Management LLC | 1,913 | $332k | Jun 30, 2019 | Aug 14, 2019 | |
Bridges Investment Management Inc | 1,900 | $329k | Jun 30, 2019 | Aug 7, 2019 | |
The Family FIRM Inc | 1,846 | $320k | Jun 30, 2019 | Aug 6, 2019 | |
Castle Rock Wealth Management LLC | 1,842 | $320k | Jun 30, 2019 | Aug 8, 2019 | |
West Oak Capital LLC | 1,825 | $316k | Jun 30, 2019 | Jul 12, 2019 | |
SYM Financial Corporation | 1,800 | $312k | Jun 30, 2019 | Jul 29, 2019 | |
Confluence Wealth Management LLC | 1,800 | $312k | Jun 30, 2019 | Aug 9, 2019 | |
Brown Capital Management LLC | 1,794 | $311k | Jun 30, 2019 | Aug 13, 2019 | |
Ballast Inc | 1,768 | $306k | Jun 30, 2019 | Jul 26, 2019 | |
Kaizen Advisory LLC | 1,584 | $302k | Dec 31, 2018 | Feb 15, 2019 | |
SWS Partners LLC | 1,731 | $300k | Jun 30, 2019 | Aug 13, 2019 | |
Strategic Capital Advisers Inc | 1,726 | $299k | Jun 30, 2019 | Jul 30, 2019 | |
Verition Fund Management LLC | 1,686 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
FORD Financial Group Inc | 1,690 | $292k | Jun 30, 2019 | Jul 25, 2019 | |
United Asset Strategies Inc | 1,675 | $290k | Jun 30, 2019 | Jul 31, 2019 | |
180 Wealth Advisors LLC | 1,647 | $286k | Jun 30, 2019 | Aug 5, 2019 | |
FORT LP | 1,646 | $285k | Jun 30, 2019 | Aug 13, 2019 | |
Nottingham Advisors Inc | 1,617 | $280k | Jun 30, 2019 | Jul 17, 2019 | |
Kelman Lazarov Inc | 1,605 | $278k | Jun 30, 2019 | Jul 22, 2019 | |
Financial Advisory Service Inc | 1,603 | $278k | Jun 30, 2019 | Jul 25, 2019 | |
Clear Harbor Asset Management LLC | 1,603 | $278k | Jun 30, 2019 | Jul 22, 2019 | |
Highland Private Wealth Management | 1,595 | $276k | Jun 30, 2019 | Aug 13, 2019 | |
Sippican Capital Advisors LLC | 1,584 | $275k | Jun 30, 2019 | Jul 17, 2019 | |
WSFS Capital Management LLC | 1,585 | $275k | Jun 30, 2019 | Aug 14, 2019 | |
Provident Investment Management Inc | 1,550 | $269k | Jun 30, 2019 | Aug 8, 2019 | |
The Roosevelt Investment Group Inc | 1,554 | $269k | Jun 30, 2019 | Aug 8, 2019 | |
Hengehold Capital Management LLC | 1,517 | $263k | Jun 30, 2019 | Jul 23, 2019 | |
BTC Capital Management Inc | 1,513 | $263k | Jun 30, 2019 | Jul 26, 2019 | |
Assetmark Inc | 1,509 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
Ballentine Partners LLC | 1,503 | $261k | Jun 30, 2019 | Jul 25, 2019 | |
SRB Corporation | 1,508 | $261k | Jun 30, 2019 | Aug 14, 2019 | |
Schwartz Investment Counsel Inc | 1,500 | $260k | Jun 30, 2019 | Jul 24, 2019 | |
Cutler Investment Counsel LLC | 1,500 | $260k | Jun 30, 2019 | Aug 5, 2019 | |
Copeland Capital Management LLC | 1,500 | $260k | Jun 30, 2019 | Jul 19, 2019 | |
ELCO Management Company LLC | 1,500 | $260k | Jun 30, 2019 | Aug 1, 2019 | |
Global Endowment Management LP | 1,480 | $257k | Jun 30, 2019 | Aug 12, 2019 | |
NTV Asset Management LLC | 1,479 | $256k | Jun 30, 2019 | Jul 29, 2019 | |
Zebra Capital Management LLC | 1,451 | $252k | Jun 30, 2019 | Aug 14, 2019 | |
Valmark Advisers Inc | 1,447 | $251k | Jun 30, 2019 | Aug 7, 2019 | |
Osborne Partners Capital Management LLC | 1,450 | $251k | Jun 30, 2019 | Jul 18, 2019 | |
Partnervest Advisory Services LLC | 1,438 | $249k | Jun 30, 2019 | Aug 7, 2019 | |
Annex Advisory Services LLC | 1,437 | $249k | Jun 30, 2019 | Jul 18, 2019 | |
Strategic Financial Services Inc | 1,433 | $248k | Jun 30, 2019 | Aug 13, 2019 | |
Shakespeare Wealth Management Inc | 1,420 | $246k | Jun 30, 2019 | Aug 12, 2019 | |
Venturi Wealth Management LLC | 1,409 | $244k | Jun 30, 2019 | Aug 7, 2019 | |
Mcrae Capital Management Inc | 1,400 | $243k | Jun 30, 2019 | Jul 29, 2019 | |
Court Place Advisors LLC | 1,400 | $243k | Jun 30, 2019 | Jul 30, 2019 | |
Capital Bank and Trust Company | 1,403 | $243k | Jun 30, 2019 | Aug 14, 2019 | |
Dragon Financial and Investment Group LLC | 1,152 | $243k | Sep 30, 2018 | Oct 19, 2018 | |
Good Life Advisors LLC | 1,404 | $241k | Jun 30, 2019 | Aug 6, 2019 | |
Alphastar Capital Management LLC | 1,370 | $238k | Jun 30, 2019 | Aug 14, 2019 | |
MANA Advisors LLC | 1,354 | $235k | Jun 30, 2019 | Aug 14, 2019 | |
Midwest Professional Planners Ltd | 1,347 | $234k | Jun 30, 2019 | Aug 12, 2019 | |
SSI Investment Management Inc | 1,340 | $233k | Jun 30, 2019 | Aug 12, 2019 | |
DSC Advisors LP | 1,344 | $233k | Jun 30, 2019 | Aug 14, 2019 | |
CCM Investment Advisers LLC | 1,344 | $232k | Jun 30, 2019 | Aug 5, 2019 | |
Hartwell J M Ltd Partnership | 1,332 | $231k | Jun 30, 2019 | Jul 31, 2019 | |
Argent Capital Management LLC | 1,327 | $230k | Jun 30, 2019 | Aug 15, 2019 | |
GM Advisory Group Inc | 1,319 | $229k | Jun 30, 2019 | Aug 9, 2019 | |
Burleson & Company LLC | 1,314 | $228k | Jun 30, 2019 | Aug 5, 2019 | |
Sunbelt Securities Inc | 1,303 | $226k | Jun 30, 2019 | Aug 1, 2019 | |
Legacy Financial Advisors Corporation | 1,302 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Advisors LLC | 1,302 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Financial Advisors Inc | 1,302 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
Krueger & Catalano Capital Partners LLC | 1,293 | $224k | Jun 30, 2019 | Jul 22, 2019 | |
Avalon Advisors LLC | 1,285 | $223k | Jun 30, 2019 | Aug 14, 2019 | |
HITE Hedge Asset Management LLC | 1,280 | $222k | Jun 30, 2019 | Aug 13, 2019 | |
White Lighthouse Investment Management Inc | 1,275 | $221k | Jun 30, 2019 | Jul 31, 2019 | |
Secrest Blakey & Associates LLC | 1,270 | $220k | Jun 30, 2019 | Aug 13, 2019 | |
Marco Investment Management LLC | 1,260 | $218k | Jun 30, 2019 | Aug 6, 2019 | |
Summit Financial Strategies Inc | 1,252 | $217k | Jun 30, 2019 | Aug 8, 2019 | |
Westover Capital Advisors LLC | 1,250 | $217k | Jun 30, 2019 | Aug 13, 2019 | |
Magnetar Financial LLC | 1,250 | $217k | Jun 30, 2019 | Aug 14, 2019 | |
Lenox Wealth Advisors LLC | 1,244 | $216k | Jun 30, 2019 | Jul 12, 2019 | |
Biegel & Waller LLC | 1,235 | $214k | Jun 30, 2019 | Jul 23, 2019 | |
Bienville Capital Management LLC | 1,236 | $214k | Jun 30, 2019 | Aug 14, 2019 | |
The Jentner Corporation | 1,227 | $213k | Jun 30, 2019 | Jul 16, 2019 | |
Ifrah Financial Services Inc | 1,231 | $213k | Jun 30, 2019 | Aug 6, 2019 | |
CAMG Solamere Management LLC | 1,229 | $213k | Jun 30, 2019 | Aug 13, 2019 | |
Weiss Asset Management LP | 1,209 | $210k | Jun 30, 2019 | Aug 14, 2019 | |
Hourglass Capital LLC | 1,200 | $208k | Jun 30, 2019 | Aug 12, 2019 | |
RKL Wealth Management LLC | 1,183 | $205k | Jun 30, 2019 | Aug 2, 2019 | |
Private Vista LLC | 1,167 | $203k | Jun 30, 2019 | Jul 19, 2019 | |
Skylands Capital LLC | 1,090 | $189k | Jun 30, 2019 | Jul 29, 2019 | |
Autus Asset Management LLC | 1,053 | $183k | Jun 30, 2019 | Jul 15, 2019 | |
Monetary Management Group Inc | 1,050 | $182k | Jun 30, 2019 | Aug 13, 2019 | |
Tower VIEW Investment Management & Research LLC | 1,041 | $180k | Jun 30, 2019 | Jul 17, 2019 | |
Cornercap Investment Counsel Inc | 960 | $166k | Jun 30, 2019 | Aug 14, 2019 | |
Princeton Capital Management LLC | 945 | $164k | Jun 30, 2019 | Aug 12, 2019 | |
Johnson Financial Group LLC | 937 | $162k | Jun 30, 2019 | Aug 9, 2019 | |
Jackson Grant Investment Advisers Inc | 889 | $154k | Jun 30, 2019 | Aug 13, 2019 | |
Lucia Wealth Services LLC | 884 | $153k | Jun 30, 2019 | Jul 23, 2019 | |
Transamerica Financial Advisors Inc | 793 | $138k | Jun 30, 2019 | Aug 21, 2019 | |
Ellevest Inc | 786 | $136k | Jun 30, 2019 | Aug 20, 2019 | |
Cranbrook Wealth Management LLC | 776 | $135k | Jun 30, 2019 | Aug 7, 2019 | |
Oppenheimer Asset Management Inc | 767 | $133k | Jun 30, 2019 | Aug 9, 2019 | |
Pathstone Family Office LLC | 760 | $131k | Jun 30, 2019 | Aug 14, 2019 | |
American Research & Management Company | 735 | $127k | Jun 30, 2019 | Jul 18, 2019 | |
FFCM LLC | 700 | $121k | Jun 30, 2019 | Jul 30, 2019 | |
Hudock Capital Group LLC | 638 | $110k | Jun 30, 2019 | Jul 30, 2019 | |
Spiderrock Advisors LLC | 17,800 | $96k | Put | Jun 30, 2019 | Jul 29, 2019 |
Prelude Capital Management LLC | 500 | $87k | Put | Jun 30, 2019 | Aug 14, 2019 |
Rational Advisors Inc | 445 | $77k | Jun 30, 2019 | Aug 8, 2019 | |
NEXT Financial Group Inc | 417 | $72k | Jun 30, 2019 | Jul 16, 2019 | |
New Potomac Partners LLC | 400 | $69k | Jun 30, 2019 | Jul 26, 2019 | |
Hollencrest Capital Management LLC | 375 | $65k | Jun 30, 2019 | Jul 18, 2019 | |
Wetherby Asset Management | 375 | $65k | Jun 30, 2019 | Jul 25, 2019 | |
Earnest Partners LLC | 260 | $45k | Jun 30, 2019 | Aug 13, 2019 | |
Hillsdale Investment Management Inc | 250 | $43k | Jun 30, 2019 | Aug 2, 2019 | |
SNS Financial Group LLC | 223 | $39k | Jun 30, 2019 | Jul 26, 2019 | |
Stewart & Patten Co LLC | 210 | $36k | Jun 30, 2019 | Jul 17, 2019 | |
Intercontinental Wealth Advisors LLC | 200 | $35k | Jun 30, 2019 | Aug 2, 2019 | |
Advantage Investment Management LLC | 200 | $35k | Jun 30, 2019 | Jul 30, 2019 | |
Regent Investment Management LLC | 181 | $31k | Jun 30, 2019 | Jul 15, 2019 | |
Quadrant Capital Group LLC | 157 | $27k | Jun 30, 2019 | Jul 24, 2019 | |
Shine Investment Advisory Services Inc | 142 | $25k | Jun 30, 2019 | Jul 25, 2019 | |
National Asset Management Inc | 116 | $21k | Jun 30, 2019 | Aug 5, 2019 | |
America First Investment Advisors LLC | 106 | $18k | Jun 30, 2019 | Jul 29, 2019 | |
Welch & Forbes LLC | 100 | $17k | Jun 30, 2019 | Jul 12, 2019 | |
North Star Asset Management Inc | 37 | $6k | Jun 30, 2019 | Aug 12, 2019 | |
Arbor Wealth Management LLC | 33 | $6k | Jun 30, 2019 | Jul 16, 2019 | |
James Investment Research Inc | 23 | $4k | Jun 30, 2019 | Jul 24, 2019 | |
Hilton Capital Management LLC | 20 | $3k | Jun 30, 2019 | Aug 14, 2019 | |
CSAT Investment Advisory LP | 19 | $3k | Jun 30, 2019 | Aug 15, 2019 | |
Cornerstone Wealth Management LLC | 10 | $2k | Jun 30, 2019 | Aug 2, 2019 | |
BAHL & Gaynor Inc | 3 | $1k | Jun 30, 2019 | Aug 12, 2019 | |
FNY Investment Advisers LLC | 6 | $1k | Put | Jun 30, 2019 | Jul 24, 2019 |
Independent Advisor Alliance LLC | 1,517 | $0k | Jun 30, 2019 | Aug 12, 2019 |