VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
(921943858)
Relatórios de fundos VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF de acordo com os registros 13F
Nome da empresa | Ações Detidas / Montante Principal | Valor de mercado | Opção | Período do relatório | Data de Efetividade |
---|---|---|---|---|---|
Wafra Inc | 14,082,667 | $587,388k | Jun 30, 2019 | Aug 14, 2019 | |
Jasper Ridge Partners LP | 12,823,806 | $534,881k | Jun 30, 2019 | Aug 9, 2019 | |
Bingham Osborn & Scarborough LLC | 4,968,137 | $207,221k | Jun 30, 2019 | Aug 2, 2019 | |
Adviceperiod LLC | 4,253,726 | $177,423k | Jun 30, 2019 | Jul 22, 2019 | |
Bridgewater Associates LP | 4,045,054 | $168,719k | Jun 30, 2019 | Aug 13, 2019 | |
Hirtle Callaghan & Co LLC | 2,454,855 | $102,392k | Jun 30, 2019 | Aug 13, 2019 | |
Merriman Wealth Management LLC | 226,468 | $94,890k | Jun 30, 2019 | Jul 31, 2019 | |
Windham Capital Management LLC | 1,875,289 | $78,218k | Jun 30, 2019 | Aug 14, 2019 | |
Bronfman EL Rothschild LP | 1,756,263 | $73,254k | Jun 30, 2019 | Aug 12, 2019 | |
Acropolis Investment Management LLC | 1,712,230 | $71,417k | Jun 30, 2019 | Jul 11, 2019 | |
QS Investors LLC | 1,702,135 | $70,997k | Jun 30, 2019 | Aug 14, 2019 | |
Mccutchen Group LLC | 1,627,962 | $67,902k | Jun 30, 2019 | Jul 25, 2019 | |
Emery & Howard Portfolio Management | 1,349,867 | $56,303k | Jun 30, 2019 | Aug 9, 2019 | |
Vision Capital Management Inc | 1,205,257 | $50,271k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 1,205,257 | $50,271k | Jun 30, 2019 | Jul 29, 2019 | |
Badgley Phelps and Bell Inc | 1,181,249 | $49,270k | Jun 30, 2019 | Jul 30, 2019 | |
ALPS Advisors Inc | 1,171,967 | $48,883k | Jun 30, 2019 | Aug 7, 2019 | |
Cliffwater LLC | 1,136,204 | $47,391k | Jun 30, 2019 | Aug 13, 2019 | |
HT Partners LLC | 1,122,018 | $46,799k | Jun 30, 2019 | Jul 9, 2019 | |
Stadion Money Management LLC | 1,002,454 | $41,812k | Jun 30, 2019 | Aug 14, 2019 | |
Peninsula Wealth LLC | 868,684 | $36,235k | Jun 30, 2019 | Aug 2, 2019 | |
LVW Advisors LLC | 859,884 | $35,866k | Jun 30, 2019 | Aug 14, 2019 | |
Alesco Advisors LLC | 761,404 | $31,758k | Jun 30, 2019 | Aug 14, 2019 | |
Jordan Park Group LLC | 761,251 | $31,752k | Jun 30, 2019 | Jul 22, 2019 | |
Wallington Asset Management LLC | 742,395 | $30,965k | Jun 30, 2019 | Aug 13, 2019 | |
JMG Financial Group Ltd | 733,900 | $30,611k | Jun 30, 2019 | Aug 2, 2019 | |
Carlson Capital Management LLC | 731,533 | $30,512k | Jun 30, 2019 | Jul 15, 2019 | |
Wellesley Investment Partners LLC | 688,560 | $28,719k | Jun 30, 2019 | Aug 5, 2019 | |
DT Investment Partners LLC | 688,505 | $28,718k | Jun 30, 2019 | Jul 30, 2019 | |
Fairview Capital Investment Management LLC | 664,348 | $27,709k | Jun 30, 2019 | Aug 14, 2019 | |
Harvest Capital Management Inc | 621,565 | $25,925k | Jun 30, 2019 | Aug 7, 2019 | |
DUFF & Phelps Investment Management Co | 574,090 | $23,945k | Jun 30, 2019 | Aug 2, 2019 | |
KWMG LLC | 564,661 | $23,552k | Jun 30, 2019 | Jul 10, 2019 | |
The Family FIRM Inc | 521,860 | $21,767k | Jun 30, 2019 | Aug 6, 2019 | |
Cambridge Advisors Inc | 520,188 | $21,697k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 520,188 | $21,697k | Jun 30, 2019 | Jul 26, 2019 | |
PURE Financial Advisors Inc | 424,424 | $17,703k | Jun 30, 2019 | Jul 11, 2019 | |
GHP Investment Advisors Inc | 405,242 | $16,903k | Jun 30, 2019 | Aug 2, 2019 | |
Gilbert & COOK Inc | 398,591 | $16,625k | Jun 30, 2019 | Aug 5, 2019 | |
Mcmahon Financial Advisors LLC | 377,251 | $15,735k | Jun 30, 2019 | Aug 6, 2019 | |
Stordahl Capital Management Inc | 348,104 | $14,481k | Jun 30, 2019 | Jul 22, 2019 | |
LBMC Investment Advisors LLC | 346,685 | $14,460k | Jun 30, 2019 | Jul 18, 2019 | |
Armbruster Capital Management Inc | 333,332 | $13,903k | Jun 30, 2019 | Jul 18, 2019 | |
Spearhead Capital Advisors LLC | 330,630 | $13,791k | Jun 30, 2019 | Jul 17, 2019 | |
Twele Capital Management Inc | 325,963 | $13,596k | Jun 30, 2019 | Jul 18, 2019 | |
BSW Wealth Partners LLC | 320,514 | $13,369k | Jun 30, 2019 | Aug 13, 2019 | |
Thornburg Investment Management Inc | 316,318 | $13,194k | Jun 30, 2019 | Aug 6, 2019 | |
Abbrea Capital LLC | 315,441 | $13,157k | Jun 30, 2019 | Jul 31, 2019 | |
Legacy Financial Strategies LLC | 295,753 | $12,333k | Jun 30, 2019 | Jul 15, 2019 | |
Staley Capital Advisers Inc | 279,156 | $11,644k | Jun 30, 2019 | Aug 9, 2019 | |
Futureadvisor Inc | 311,804 | $11,113k | Sep 30, 2015 | Nov 17, 2015 | |
Estate Counselors LLC | 253,175 | $10,560k | Jun 30, 2019 | Aug 7, 2019 | |
Round Table Services LLC | 244,072 | $10,180k | Jun 30, 2019 | Jul 17, 2019 | |
Hillview Capital Advisors LLC | 237,766 | $9,917k | Jun 30, 2019 | Aug 1, 2019 | |
Stratford Consulting LLC | 236,780 | $9,876k | Jun 30, 2019 | Aug 2, 2019 | |
Managed Account Services Inc | 232,958 | $9,775k | Jun 30, 2019 | Jul 15, 2019 | |
Towerpoint Wealth LLC | 219,640 | $8,974k | Jun 30, 2019 | Aug 7, 2019 | |
Huber Financial Advisors LLC | 214,632 | $8,952k | Jun 30, 2019 | Aug 5, 2019 | |
Windsor Capital Management LLC | 213,038 | $8,885k | Jun 30, 2019 | Aug 2, 2019 | |
Transamerica Financial Advisors Inc | 212,168 | $8,850k | Jun 30, 2019 | Aug 21, 2019 | |
Riverpoint Wealth Management Holdings LLC | 211,219 | $8,810k | Jun 30, 2019 | Aug 12, 2019 | |
Landmark Financial Advisors LLC | 207,767 | $8,665k | Jun 30, 2019 | Aug 2, 2019 | |
Goldstein Munger + Associates | 205,919 | $8,589k | Jun 30, 2019 | Aug 2, 2019 | |
Barry Investment Advisors LLC | 202,517 | $8,447k | Jun 30, 2019 | Jul 26, 2019 | |
Independence Advisors LLC | 199,038 | $8,302k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 199,038 | $8,302k | Jun 30, 2019 | Aug 12, 2019 | |
Seven Post Investment Office LP | 187,776 | $7,832k | Jun 30, 2019 | Aug 12, 2019 | |
FORT Point Capital Partners LLC | 187,142 | $7,806k | Jun 30, 2019 | Aug 9, 2019 | |
Athena Capital Advisors LLC | 186,452 | $7,777k | Jun 30, 2019 | Aug 9, 2019 | |
Partners Capital Investment Group LLP | 182,078 | $7,594k | Jun 30, 2019 | Aug 12, 2019 | |
Dragon Financial and Investment Group LLC | 172,210 | $7,452k | Sep 30, 2018 | Oct 19, 2018 | |
Cobiz Wealth LLC | 173,532 | $7,238k | Jun 30, 2019 | Jul 8, 2019 | |
Dimeo Schneider & Associates LLC | 170,548 | $7,114k | Jun 30, 2019 | Aug 13, 2019 | |
Forefront Analytics LLC | 147,772 | $6,164k | Jun 30, 2019 | Aug 14, 2019 | |
The Fiduciary Group LLC | 146,444 | $6,108k | Jun 30, 2019 | Aug 14, 2019 | |
LGL Partners LLC | 146,208 | $6,098k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Wealth Management LLC | 143,232 | $5,974k | Jun 30, 2019 | Jul 23, 2019 | |
Sensible Financial Planning and Management LLC | 137,118 | $5,719k | Jun 30, 2019 | Aug 7, 2019 | |
American Investment Services Inc | 136,916 | $5,711k | Jun 30, 2019 | Aug 6, 2019 | |
Telos Capital Management Inc | 136,428 | $5,690k | Jun 30, 2019 | Jul 19, 2019 | |
Sigfig Wealth Management LLC | 133,249 | $5,551k | Jun 30, 2019 | Aug 5, 2019 | |
Quantitative Advantage LLC | 132,101 | $5,510k | Jun 30, 2019 | Aug 2, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 118,387 | $4,938k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgeworth LLC | 118,069 | $4,925k | Jun 30, 2019 | Jul 25, 2019 | |
Coyle Financial Counsel LLC | 115,987 | $4,838k | Jun 30, 2019 | Aug 13, 2019 | |
Global Endowment Management LP | 112,600 | $4,697k | Jun 30, 2019 | Aug 12, 2019 | |
Mcnamara Financial Services Inc | 114,372 | $4,674k | Jun 30, 2019 | Jul 12, 2019 | |
SAND Hill Global Advisors LLC | 111,056 | $4,632k | Jun 30, 2019 | Aug 13, 2019 | |
Columbus Macro LLC | 108,096 | $4,509k | Jun 30, 2019 | Jul 16, 2019 | |
Resource Planning Group Ltd | 105,764 | $4,411k | Jun 30, 2019 | Jul 18, 2019 | |
Wealth and Pension Services Group Inc | 105,129 | $4,385k | Jun 30, 2019 | Aug 15, 2019 | |
Twin Focus Capital Partners LLC | 102,649 | $4,281k | Jun 30, 2019 | Aug 14, 2019 | |
Sunesis Advisors LLC | 98,694 | $4,117k | Jun 30, 2019 | Aug 5, 2019 | |
Rossmore Private Capital LLC | 98,163 | $4,094k | Jun 30, 2019 | Aug 5, 2019 | |
Lejeune Puetz Investment Counsel | 97,030 | $4,047k | Jun 30, 2019 | Jul 29, 2019 | |
Wilshire Associates Incorporated | 89,745 | $3,743k | Jun 30, 2019 | Aug 14, 2019 | |
1919 Investment Counsel LLC | 91,661 | $3,644k | Sep 30, 2014 | Nov 14, 2014 | |
O'Brien Wealth Partners LLC | 86,519 | $3,630k | Jun 30, 2019 | Jul 8, 2019 | |
Wooster Corthell Wealth Management Inc | 82,542 | $3,443k | Jun 30, 2019 | Jul 31, 2019 | |
Fifth Third Securities Inc | 82,076 | $3,423k | Jun 30, 2019 | Jul 30, 2019 | |
Interactive Financial Advisors Inc | 82,015 | $3,421k | Jun 30, 2019 | Jul 17, 2019 | |
The Retirement Planning Group Inc | 81,922 | $3,417k | Jun 30, 2019 | Jul 25, 2019 | |
HM Capital Management LLC | 81,745 | $3,410k | Jun 30, 2019 | Jul 24, 2019 | |
Lucas Capital Management LLC | 80,473 | $3,357k | Jun 30, 2019 | Jul 29, 2019 | |
Paulson Wealth Management Inc | 79,663 | $3,335k | Jun 30, 2019 | Jul 30, 2019 | |
Nottingham Advisors Inc | 78,019 | $3,254k | Jun 30, 2019 | Jul 17, 2019 | |
COE Capital Management LLC | 75,416 | $3,146k | Jun 30, 2019 | Aug 14, 2019 | |
Mirador Capital Partners LP | 73,874 | $3,081k | Jun 30, 2019 | Aug 6, 2019 | |
Nicholas Hoffman & Company LLC | 70,681 | $2,948k | Jun 30, 2019 | Aug 12, 2019 | |
Alphastar Capital Management LLC | 69,354 | $2,893k | Jun 30, 2019 | Aug 14, 2019 | |
KMS Financial Services Inc | 72,385 | $2,877k | Sep 30, 2014 | Nov 17, 2014 | |
Makena Capital Management LLC | 66,295 | $2,869k | Sep 30, 2018 | Nov 13, 2018 | |
Iconiq Capital LLC | 67,635 | $2,821k | Jun 30, 2019 | Aug 15, 2019 | |
Gradient Capital Advisors LLC | 66,374 | $2,768k | Jun 30, 2019 | Jul 16, 2019 | |
Conservest Capital Advisors Inc | 65,197 | $2,719k | Jun 30, 2019 | Jul 10, 2019 | |
Canal Capital Management LLC | 60,573 | $2,527k | Jun 30, 2019 | Jul 31, 2019 | |
Alley Company LLC | 59,846 | $2,496k | Jun 30, 2019 | Jul 30, 2019 | |
Birch Hill Investment Advisors LLC | 59,595 | $2,486k | Jun 30, 2019 | Jul 22, 2019 | |
Wealthstreet Investment Advisors LLC | 56,462 | $2,355k | Jun 30, 2019 | Jul 16, 2019 | |
First Manhattan Co | 56,270 | $2,347k | Jun 30, 2019 | Aug 16, 2019 | |
ELM Advisors LLC | 55,945 | $2,333k | Jun 30, 2019 | Jul 3, 2019 | |
Lenox Wealth Advisors LLC | 54,274 | $2,264k | Jun 30, 2019 | Jul 12, 2019 | |
Oarsman Capital Inc | 54,247 | $2,263k | Jun 30, 2019 | Aug 13, 2019 | |
REDW Stanley Financial Advisors LLC | 54,063 | $2,255k | Jun 30, 2019 | Aug 9, 2019 | |
Bristlecone Advisors LLC | 53,736 | $2,241k | Jun 30, 2019 | Jul 19, 2019 | |
JRM Investment Counsel LLC | 53,118 | $2,216k | Jun 30, 2019 | Aug 6, 2019 | |
Gentrust LLC | 52,320 | $2,182k | Jun 30, 2019 | Aug 2, 2019 | |
Aureus Asset Management LLC | 52,038 | $2,171k | Jun 30, 2019 | Aug 14, 2019 | |
Burleson & Company LLC | 51,100 | $2,080k | Jun 30, 2019 | Aug 5, 2019 | |
The O'Dell Group LLC | 47,547 | $1,983k | Jun 30, 2019 | Jul 24, 2019 | |
Cahill Financial Advisors Inc | 44,400 | $1,852k | Jun 30, 2019 | Aug 14, 2019 | |
Clifford SWAN Investment Counsel LLC | 44,335 | $1,849k | Jun 30, 2019 | Aug 13, 2019 | |
Foster Dykema Cabot & Co Incorporated | 43,377 | $1,809k | Jun 30, 2019 | Aug 6, 2019 | |
Nikulski Financial Inc | 42,210 | $1,753k | Jun 30, 2019 | Jul 22, 2019 | |
Evermay Wealth Management LLC | 41,833 | $1,745k | Jun 30, 2019 | Jul 23, 2019 | |
Bluesky Wealth Advisors LLC | 41,475 | $1,730k | Jun 30, 2019 | Aug 5, 2019 | |
White Lighthouse Investment Management Inc | 38,715 | $1,615k | Jun 30, 2019 | Jul 31, 2019 | |
Alexandria Capital LLC | 37,941 | $1,583k | Jun 30, 2019 | Aug 12, 2019 | |
Parthenon LLC | 37,748 | $1,574k | Jun 30, 2019 | Jul 29, 2019 | |
Phillips Financial Management LLC | 36,520 | $1,530k | Jun 30, 2019 | Aug 6, 2019 | |
CWH Capital Management Inc | 34,950 | $1,458k | Jun 30, 2019 | Aug 14, 2019 | |
American Financial Advisors Inc | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
Spears Abacus Advisors LLC | 34,845 | $1,453k | Jun 30, 2019 | Aug 9, 2019 | |
Retirement Capital Strategies Inc | 34,718 | $1,449k | Jun 30, 2019 | Aug 2, 2019 | |
GFS Advisors LLC | 33,672 | $1,404k | Jun 30, 2019 | Aug 1, 2019 | |
Bigelow Investment Advisors LLC | 33,661 | $1,404k | Jun 30, 2019 | Jul 17, 2019 | |
FFT Wealth Management LLC | 33,414 | $1,394k | Jun 30, 2019 | Aug 14, 2019 | |
Clarkston Capital Partners LLC | 31,661 | $1,321k | Jun 30, 2019 | Jul 24, 2019 | |
Liberty Capital Management Inc | 31,429 | $1,311k | Jun 30, 2019 | Jul 15, 2019 | |
Motley FOOL Wealth Management LLC | 30,898 | $1,289k | Jun 30, 2019 | Aug 14, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 29,024 | $1,211k | Jun 30, 2019 | Aug 9, 2019 | |
RAAB & Moskowitz Asset Management LLC | 28,801 | $1,201k | Jun 30, 2019 | Aug 9, 2019 | |
The RICE Partnership LLC | 26,895 | $1,122k | Jun 30, 2019 | Jul 25, 2019 | |
Signature Financial Management Inc | 28,759 | $1,067k | Dec 31, 2018 | Feb 13, 2019 | |
Toroso Investments LLC | 25,420 | $1,060k | Jun 30, 2019 | Aug 15, 2019 | |
Meridian Investment Counsel Inc | 23,677 | $988k | Jun 30, 2019 | Aug 13, 2019 | |
Boston Research and Management Inc | 23,330 | $973k | Jun 30, 2019 | Aug 7, 2019 | |
Minichmacgregor Wealth Management LLC | 23,218 | $972k | Jun 30, 2019 | Aug 5, 2019 | |
Affiance Financial LLC | 22,958 | $958k | Jun 30, 2019 | Jul 11, 2019 | |
Ramsay Stattman VELA & Price Inc | 22,457 | $937k | Jun 30, 2019 | Aug 9, 2019 | |
Ausdal Financial Partners Inc | 22,550 | $927k | Jun 30, 2019 | Aug 5, 2019 | |
GM Advisory Group Inc | 22,062 | $920k | Jun 30, 2019 | Aug 9, 2019 | |
Advisory Alpha LLC | 21,921 | $915k | Jun 30, 2019 | Aug 16, 2019 | |
Brand Asset Management Group Inc | 21,913 | $914k | Jun 30, 2019 | Jul 24, 2019 | |
Creative Planning Inc | 21,464 | $895k | Jun 30, 2019 | Jul 26, 2019 | |
Woodstock Corporation | 21,299 | $888k | Jun 30, 2019 | Jul 3, 2019 | |
Horizon Investment Services LLC | 21,257 | $887k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 21,257 | $887k | Jun 30, 2019 | Aug 13, 2019 | |
Tufton Capital Management LLC | 20,564 | $857k | Jun 30, 2019 | Jul 26, 2019 | |
Interocean Capital LLC | 20,244 | $844k | Jun 30, 2019 | Aug 13, 2019 | |
Cypress Capital Management LLC | 19,760 | $824k | Jun 30, 2019 | Aug 5, 2019 | |
WP Advisors LLC | 19,495 | $813k | Jun 30, 2019 | Jul 23, 2019 | |
Mastrapasqua Asset Management Inc | 19,155 | $799k | Jun 30, 2019 | Aug 12, 2019 | |
Stanley-Laman Group Ltd | 19,052 | $795k | Jun 30, 2019 | Aug 1, 2019 | |
Smith & Howard Wealth Management LLC | 18,517 | $772k | Jun 30, 2019 | Jul 23, 2019 | |
The Relaxing Retirement Coach Inc | 18,280 | $761k | Jun 30, 2019 | Aug 5, 2019 | |
Waters Parkerson & Co LLC | 18,150 | $757k | Jun 30, 2019 | Aug 6, 2019 | |
Portfolio Solutions LLC | 18,054 | $753k | Jun 30, 2019 | Aug 5, 2019 | |
Vista Investment Management LLC | 17,090 | $713k | Jun 30, 2019 | Aug 14, 2019 | |
Foundations Investment Advisors LLC | 16,577 | $700k | Jun 30, 2019 | Jul 8, 2019 | |
Lexaurum Advisors LLC | 16,695 | $696k | Jun 30, 2019 | Jul 19, 2019 | |
American Financial Network Advisory Services LLC | 16,662 | $691k | Jun 30, 2019 | Aug 9, 2019 | |
Weitz Investment Management Inc | 16,555 | $690k | Jun 30, 2019 | Aug 8, 2019 | |
Perritt Capital Management Inc | 16,295 | $680k | Jun 30, 2019 | Aug 13, 2019 | |
United Asset Strategies Inc | 15,523 | $647k | Jun 30, 2019 | Jul 31, 2019 | |
Granite Group Advisors LLC | 15,296 | $638k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 15,296 | $638k | Jun 30, 2019 | Jul 23, 2019 | |
Keeler Thomas Management LLC | 14,862 | $619k | Jun 30, 2019 | Jul 31, 2019 | |
Wells Trecaso Financial Group LLC | 14,825 | $618k | Jun 30, 2019 | Jul 22, 2019 | |
Drexel Morgan & Co | 14,700 | $613k | Jun 30, 2019 | Aug 8, 2019 | |
Kiley Juergens Wealth Management LLC | 12,955 | $540k | Jun 30, 2019 | Jul 11, 2019 | |
Evensky & KATZ LLC | 13,089 | $534k | Mar 31, 2019 | Aug 6, 2019 | |
Inspirion Wealth Advisors LLC | 12,608 | $526k | Jun 30, 2019 | Jul 15, 2019 | |
Financial Life Advisors LLC | 12,267 | $512k | Jun 30, 2019 | Jul 29, 2019 | |
East Coast Asset Management LLC | 12,171 | $508k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 11,979 | $500k | Jun 30, 2019 | Aug 9, 2019 | |
RAUB Brock Capital Management LP | 11,829 | $493k | Jun 30, 2019 | Jul 23, 2019 | |
The Jentner Corporation | 11,783 | $491k | Jun 30, 2019 | Jul 16, 2019 | |
Connecticut Wealth Management LLC | 11,422 | $476k | Jun 30, 2019 | Jul 29, 2019 | |
Lourd Capital LLC | 10,809 | $451k | Jun 30, 2019 | Jul 11, 2019 | |
The Roosevelt Investment Group Inc | 10,796 | $450k | Jun 30, 2019 | Aug 8, 2019 | |
Summit Financial Group Inc | 9,797 | $409k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 9,797 | $409k | Jun 30, 2019 | Jul 3, 2019 | |
Intersect Capital LLC | 9,767 | $407k | Jun 30, 2019 | Aug 9, 2019 | |
Epstein and White Financial LLC | 9,424 | $391k | Jun 30, 2019 | Jul 19, 2019 | |
Cooper/Haims Advisors LLC | 9,323 | $389k | Jun 30, 2019 | Jul 26, 2019 | |
Portland Global Advisors LLC | 9,204 | $384k | Jun 30, 2019 | Jul 26, 2019 | |
Baldwin Investment Management LLC | 9,040 | $377k | Jun 30, 2019 | Aug 6, 2019 | |
Sequoia Wealth Management LLC | 9,016 | $374k | Jun 30, 2019 | Aug 6, 2019 | |
Ballast Inc | 8,891 | $370k | Jun 30, 2019 | Jul 26, 2019 | |
Northrock Partners LLC | 8,667 | $361k | Jun 30, 2019 | Aug 12, 2019 | |
Buckley Wealth Management LLC | 8,451 | $352k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Advisory LLC | 8,199 | $342k | Jun 30, 2019 | Aug 8, 2019 | |
Fulcrum Capital LLC | 8,068 | $337k | Jun 30, 2019 | Jul 29, 2019 | |
Private Asset Management Inc | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
Wealth Advisors of Tampa BAY LLC | 7,170 | $299k | Jun 30, 2019 | Jul 23, 2019 | |
Cambiar Investors LLC | 7,080 | $295k | Jun 30, 2019 | Jul 25, 2019 | |
Modera Wealth Management LLC | 6,606 | $276k | Jun 30, 2019 | Aug 7, 2019 | |
Personal Resources Investment and Strategic Management Inc | 6,609 | $276k | Jun 30, 2019 | Aug 6, 2019 | |
Shoker Investment Counsel Inc | 6,592 | $274k | Jun 30, 2019 | Aug 9, 2019 | |
Shepherd Kaplan Krochuk LLC | 6,309 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
Private Vista LLC | 6,109 | $256k | Jun 30, 2019 | Jul 19, 2019 | |
KCS Wealth Advisory LLC | 6,021 | $251k | Jun 30, 2019 | Jul 29, 2019 | |
Parkside Advisors LLC | 5,959 | $249k | Jun 30, 2019 | Jul 10, 2019 | |
Moneywise Inc | 5,918 | $247k | Jun 30, 2019 | Jul 17, 2019 | |
RKL Wealth Management LLC | 5,741 | $240k | Jun 30, 2019 | Aug 2, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 5,500 | $229k | Jun 30, 2019 | Jul 22, 2019 | |
Highland Private Wealth Management | 5,439 | $227k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Wealth Partners LLC | 5,142 | $214k | Jun 30, 2019 | Aug 15, 2019 | |
Dedora Capital Inc | 5,072 | $212k | Jun 30, 2019 | Aug 8, 2019 | |
Financial Advisory Service Inc | 5,010 | $209k | Jun 30, 2019 | Jul 25, 2019 | |
Dynasty Wealth Management LLC | 5,641 | $209k | Dec 31, 2018 | Feb 12, 2019 | |
Bernicke Wealth Management Ltd | 5,006 | $209k | Jun 30, 2019 | Aug 5, 2019 | |
Klingman and Associates LLC | 4,978 | $208k | Jun 30, 2019 | Jul 24, 2019 | |
Guardian Capital Advisors LP | 4,875 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
Brasada Capital Management LP | 4,758 | $201k | Jun 30, 2019 | Aug 7, 2019 | |
Elgethun Capital Management | 4,271 | $178k | Jun 30, 2019 | Aug 8, 2019 | |
Stelac Advisory Services LLC | 3,500 | $146k | Jun 30, 2019 | Jul 29, 2019 | |
Ironwood Wealth Management LLC | 2,815 | $117k | Jun 30, 2019 | Aug 14, 2019 | |
The Bollard Group LLC | 1,485 | $62k | Jun 30, 2019 | Aug 13, 2019 | |
Spectrum Management Group Inc | 1,275 | $53k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 1,275 | $53k | Jun 30, 2019 | Aug 2, 2019 | |
Harding Loevner LP | 392 | $16k | Jun 30, 2019 | Aug 14, 2019 | |
West Oak Capital LLC | 150 | $6k | Jun 30, 2019 | Jul 12, 2019 | |
Cedar Wealth Management LLC | 9 | $0k | Jun 30, 2019 | Jul 24, 2019 | |
Independent Advisor Alliance LLC | 11,422 | $0k | Jun 30, 2019 | Aug 12, 2019 |