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AFLAC INC
(001055102)

Funds Reporting Holdings of AFLAC INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Cantab Capital Partners LLP 28,356 $2,308,000k Sep 30, 2017 Nov 14, 2017
Alphasimplex Group LLC 26,220 $1,437,118k Jun 30, 2019 Aug 14, 2019
Victory Capital Management Inc 6,306,377 $345,653k Jun 30, 2019 Aug 15, 2019
LSV Asset Management 5,936,639 $325,387k Jun 30, 2019 Aug 8, 2019
Investec Asset Management Limited 648,507 $190,652k Jun 30, 2019 Jul 30, 2019
COHO Partners Ltd 3,076,126 $168,602k Jun 30, 2019 Aug 8, 2019
Janus Capital Management LLC 1,652,896 $119,703k Mar 31, 2017 May 16, 2017
Smead Capital Management Inc 1,823,580 $99,950k Jun 30, 2019 Jul 26, 2019
Marathon Asset Management LLP 1,622,926 $88,951k Jun 30, 2019 Jul 15, 2019
Hexavest Inc 1,437,510 $78,790k Jun 30, 2019 Jul 10, 2019
Winton Capital Management Ltd 1,082,965 $68,270k Mar 31, 2014 May 1, 2014
AJO LP 1,241,845 $68,066k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 1,056,553 $57,910k Jun 30, 2019 Jul 31, 2019
Zacks Investment Management Inc 954,800 $52,333k Jun 30, 2019 Aug 14, 2019
First Trust Advisors LP 935,165 $51,256k Jun 30, 2019 Jul 30, 2019
Conning Inc 795,161 $43,583k Jun 30, 2019 Jul 25, 2019
Clark Capital Management Group Inc 763,964 $41,873k Jun 30, 2019 Jul 12, 2019
Welch & Forbes LLC 674,427 $36,966k Jun 30, 2019 Jul 12, 2019
Brandywine Global Investment Management LLC 666,688 $36,542k Jun 30, 2019 Aug 14, 2019
Gateway Investment Advisers LLC 553,720 $30,349k Jun 30, 2019 Jul 17, 2019
Waters Parkerson & Co LLC 526,074 $28,834k Jun 30, 2019 Aug 6, 2019
Cookson Peirce & Co Inc 491,681 $26,949k Jun 30, 2019 Jul 31, 2019
Willis Investment Counsel Inc 458,097 $25,108k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 395,297 $21,666k Jun 30, 2019 Aug 5, 2019
Asset Management One Co Ltd 392,564 $21,518k Jun 30, 2019 Aug 14, 2019
Asset Management One USA Inc 392,564 $21,518k Jun 30, 2019 Aug 14, 2019
Polar Capital LLP 388,000 $21,266k Jun 30, 2019 Aug 14, 2019
Trillium Asset Management LLC 383,994 $21,047k Jun 30, 2019 Aug 8, 2019
Thrivent Financial FOR Lutherans 372,080 $20,394k Jun 30, 2019 Aug 13, 2019
Scout Investments Inc 345,524 $18,938k Jun 30, 2019 Jul 10, 2019
NISA Investment Advisors LLC 338,230 $18,538k Jun 30, 2019 Jul 12, 2019
Catalyst Capital Advisors LLC 335,000 $18,361k Jun 30, 2019 Aug 8, 2019
Grantham Mayo van Otterloo & Co LLC 321,988 $17,648k Jun 30, 2019 Aug 13, 2019
Origin Asset Management LLP 286,500 $15,703k Jun 30, 2019 Aug 9, 2019
Adams Diversified Equity Fund Inc 278,400 $15,259k Jun 30, 2019 Jul 29, 2019
Prospector Partners LLC 270,600 $14,832k Jun 30, 2019 Aug 14, 2019
Earnest Partners LLC 253,865 $13,914k Jun 30, 2019 Aug 13, 2019
Carillon Tower Advisers Inc 229,803 $12,596k Jun 30, 2019 Aug 8, 2019
Great Lakes Advisors LLC 208,169 $11,410k Jun 30, 2019 Aug 5, 2019
Metlife Investment Advisors LLC 205,480 $11,262k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 202,431 $11,095k Jun 30, 2019 Jul 16, 2019
RMB Capital Management LLC 200,000 $10,962k Put Jun 30, 2019 Aug 13, 2019
Boston Family Office LLC 160,786 $8,813k Jun 30, 2019 Jul 30, 2019
Assetmark Inc 155,540 $8,525k Jun 30, 2019 Aug 14, 2019
Caxton Associates LP 152,584 $8,363k Jun 30, 2019 Aug 14, 2019
Southeast Asset Advisors Inc 136,939 $7,506k Jun 30, 2019 Aug 14, 2019
1919 Investment Counsel LLC 128,430 $7,482k Sep 30, 2014 Nov 14, 2014
Chicago Equity Partners LLC 135,680 $7,437k Jun 30, 2019 Aug 2, 2019
Steward Partners Investment Advisory LLC 134,391 $7,365k Jun 30, 2019 Jul 25, 2019
AHL Partners LLP 81,223 $7,130k Dec 31, 2017 Feb 14, 2018
Rafferty Asset Management LLC 129,162 $7,079k Jun 30, 2019 Aug 9, 2019
James Investment Research Inc 127,497 $6,988k Jun 30, 2019 Jul 24, 2019
Candriam Luxembourg SCA 69,794 $6,984k Jun 30, 2019 Aug 1, 2019
Auxier Asset Management LLC 127,010 $6,961k Jun 30, 2019 Aug 15, 2019
Calamos Advisors LLC 124,707 $6,835k Jun 30, 2019 Aug 7, 2019
Cornercap Investment Counsel Inc 123,320 $6,759k Jun 30, 2019 Aug 14, 2019
North Star Asset Management Inc 123,264 $6,756k Jun 30, 2019 Aug 12, 2019
Cambria Investment Management LP 123,103 $6,747k Jun 30, 2019 Aug 12, 2019
Cubic Asset Management LLC 120,256 $6,591k Jun 30, 2019 Jul 29, 2019
Cambridge Investment Research Advisors Inc 119,740 $6,563k Jun 30, 2019 Aug 15, 2019
Arnhold LLC 118,294 $6,484k Jun 30, 2019 Aug 8, 2019
Kayne Anderson Rudnick Investment Management LLC 115,462 $6,329k Jun 30, 2019 Aug 14, 2019
Marco Investment Management LLC 106,248 $5,823k Jun 30, 2019 Aug 6, 2019
Wallington Asset Management LLC 103,756 $5,687k Jun 30, 2019 Aug 13, 2019
Numeric Investors LLC 63,000 $5,530k Dec 31, 2017 Feb 14, 2018
Hartline Investment Corp 99,071 $5,430k Jun 30, 2019 Aug 8, 2019
S & Co Inc 92,370 $5,063k Jun 30, 2019 Jul 23, 2019
Liberty Capital Management Inc 90,775 $4,975k Jun 30, 2019 Jul 15, 2019
Parsec Financial Management Inc 90,710 $4,972k Jun 30, 2019 Jul 23, 2019
DEAN Investment Associates LLC 86,769 $4,756k Jun 30, 2019 Aug 14, 2019
Monarch Capital Management Inc 85,470 $4,685k Jun 30, 2019 Jul 31, 2019
First Allied Advisory Services Inc 85,102 $4,665k Jun 30, 2019 Aug 12, 2019
Mccollum Christoferson Group LLC 81,281 $4,455k Jun 30, 2019 Jul 11, 2019
Choate Investment Advisors LLC 80,137 $4,392k Jun 30, 2019 Aug 14, 2019
Atria Investments LLC 83,229 $4,365k Jun 30, 2019 Aug 26, 2019
Whitnell & Co 78,556 $4,306k Jun 30, 2019 Jul 16, 2019
Chesapeake Asset Management LLC 78,452 $4,300k Jun 30, 2019 Aug 6, 2019
Carnick & Kubik Group LLC 77,764 $4,262k Jun 30, 2019 Jul 30, 2019
Securian Asset Management Inc 76,810 $4,210k Jun 30, 2019 Aug 5, 2019
CIBC Asset Management Inc 76,781 $4,208k Jun 30, 2019 Aug 5, 2019
Richard Bernstein Advisors LLC 74,002 $4,056k Jun 30, 2019 Aug 9, 2019
Pacer Advisors Inc 71,964 $3,944k Jun 30, 2019 Aug 12, 2019
JGP Wealth Management LLC 70,754 $3,878k Jun 30, 2019 Jul 15, 2019
Pinnacle Associates Ltd 67,845 $3,719k Jun 30, 2019 Aug 5, 2019
Piedmont Investment Advisors Inc 67,301 $3,689k Jun 30, 2019 Aug 14, 2019
Ashfield Capital Partners LLC 64,859 $3,555k Jun 30, 2019 Jul 29, 2019
QS Investors LLC 61,588 $3,376k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 61,170 $3,353k Jun 30, 2019 Aug 13, 2019
Hussman Strategic Advisors Inc 60,000 $3,289k Jun 30, 2019 Jul 31, 2019
Palladium Partners LLC 56,275 $3,084k Jun 30, 2019 Aug 7, 2019
World Asset Management Inc 55,497 $3,042k Jun 30, 2019 Jul 23, 2019
KWMG LLC 55,471 $3,040k Jun 30, 2019 Jul 10, 2019
IFM Investors PTY Ltd 54,277 $2,975k Jun 30, 2019 Jul 16, 2019
LBMC Investment Advisors LLC 54,058 $2,963k Jun 30, 2019 Jul 18, 2019
LONG ROAD Investment Counsel LLC 53,000 $2,905k Jun 30, 2019 Aug 9, 2019
Evercore Wealth Management LLC 52,543 $2,880k Jun 30, 2019 Aug 13, 2019
Harwood Advisory Group LLC 52,210 $2,862k Jun 30, 2019 Aug 7, 2019
Arjuna Capital LLC 51,996 $2,850k Jun 30, 2019 Aug 21, 2019
Court Place Advisors LLC 51,631 $2,830k Jun 30, 2019 Jul 30, 2019
YHB Investment Advisors Inc 50,929 $2,791k Jun 30, 2019 Jul 15, 2019
Dowling & Yahnke LLC 49,951 $2,738k Jun 30, 2019 Jul 22, 2019
Managed Account Advisors LLC 43,685 $2,717k Jun 30, 2015 Aug 14, 2015
BOYS Arnold & Company Inc 49,357 $2,705k Jun 30, 2019 Aug 1, 2019
Stone Ridge Asset Management LLC 49,216 $2,698k Jun 30, 2019 Aug 6, 2019
Stewardship Advisors LLC 48,973 $2,684k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 48,973 $2,684k Jun 30, 2019 Aug 12, 2019
Sawgrass Asset Management LLC 47,080 $2,580k Jun 30, 2019 Jul 23, 2019
Sentry Management Inc 46,553 $2,552k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 46,553 $2,552k Jun 30, 2019 Aug 12, 2019
Regentatlantic Capital LLC 46,210 $2,533k Jun 30, 2019 Jul 23, 2019
Loudon Investment Management LLC 45,220 $2,479k Jun 30, 2019 Aug 13, 2019
Murphy Middleton Hinkle & Parker Inc 43,584 $2,389k Jun 30, 2019 Jul 15, 2019
USCA RIA LLC 43,278 $2,372k Jun 30, 2019 Aug 14, 2019
Butensky & Cohen Financial Security Inc 43,116 $2,363k Jun 30, 2019 Jul 12, 2019
F3Logic LLC 42,299 $2,323k Jun 30, 2019 Aug 2, 2019
OFI Advisors LLC 39,119 $2,274k Sep 30, 2015 Nov 16, 2015
Murphy Capital Management Inc 40,555 $2,222k Jun 30, 2019 Jul 22, 2019
Boston Private Wealth LLC 38,432 $2,106k Jun 30, 2019 Jul 10, 2019
Panagora Asset Management Inc 38,429 $2,106k Jun 30, 2019 Aug 9, 2019
DA Davidson & Co 36,755 $2,015k Jun 30, 2019 Aug 13, 2019
Tuttle Tactical Management LLC 36,358 $1,993k Jun 30, 2019 Jul 29, 2019
Gotham Asset Management LLC 36,013 $1,974k Jun 30, 2019 Aug 14, 2019
Strategic Investment Advisors LLC 35,029 $1,919k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 35,029 $1,919k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 35,029 $1,919k Jun 30, 2019 Jul 22, 2019
FFCM LLC 34,302 $1,880k Jun 30, 2019 Jul 30, 2019
Biltmore Family Office LLC 33,500 $1,836k Jun 30, 2019 Jul 31, 2019
Boston Advisors LLC 32,174 $1,763k Jun 30, 2019 Jul 30, 2019
Baker Avenue Asset Management LP 31,868 $1,746k Jun 30, 2019 Aug 14, 2019
Cetera Advisor Networks LLC 31,714 $1,740k Jun 30, 2019 Aug 12, 2019
Unison Advisors LLC 31,155 $1,708k Jun 30, 2019 Jul 11, 2019
Ropes Wealth Advisors LLC 30,170 $1,654k Jun 30, 2019 Jul 31, 2019
Elgethun Capital Management 29,972 $1,643k Jun 30, 2019 Aug 8, 2019
Davenport & Company LLC 28,854 $1,581k Jun 30, 2019 Jul 10, 2019
Cadence Capital Management LLC 28,815 $1,579k Jun 30, 2019 Aug 12, 2019
Parallax Volatility Advisers LP 28,500 $1,562k Call Jun 30, 2019 Aug 14, 2019
Veritable LP 27,005 $1,480k Jun 30, 2019 Aug 12, 2019
Sterling Capital Management LLC 26,171 $1,434k Jun 30, 2019 Aug 14, 2019
Everence Capital Management Inc 25,878 $1,418k Jun 30, 2019 Aug 2, 2019
Rational Advisors Inc 25,440 $1,394k Jun 30, 2019 Aug 8, 2019
Oak Asset Management LLC 24,737 $1,362k Jun 30, 2019 Jul 25, 2019
Advisor Partners LLC 23,589 $1,293k Jun 30, 2019 Jul 26, 2019
West Branch Capital LLC 23,540 $1,290k Jun 30, 2019 Aug 5, 2019
Torch Wealth Management LLC 23,500 $1,288k Jun 30, 2019 Aug 2, 2019
Highland Capital Management LLC 22,454 $1,231k Jun 30, 2019 Jul 29, 2019
Lazard Asset Management LLC 26,116 $1,229k Sep 30, 2018 Aug 30, 2019
Wetherby Asset Management 22,378 $1,227k Jun 30, 2019 Jul 25, 2019
VOYA Financial Advisors Inc 22,275 $1,215k Jun 30, 2019 Aug 14, 2019
Heritage Investment Group Inc 22,142 $1,214k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 22,142 $1,214k Jun 30, 2019 Aug 13, 2019
Breiter Capital Management Inc 20,924 $1,147k Jun 30, 2019 Aug 23, 2019
Modera Wealth Management LLC 20,772 $1,139k Jun 30, 2019 Aug 7, 2019
Crawford Investment Counsel Inc 20,775 $1,139k Jun 30, 2019 Aug 12, 2019
Sigma Planning Corporation 20,592 $1,129k Jun 30, 2019 Aug 1, 2019
TDAM USA Inc 20,218 $1,108k Jun 30, 2019 Aug 1, 2019
Curbstone Financial Management Corporation 20,200 $1,107k Jun 30, 2019 Jul 9, 2019
Jacobs LEVY Equity Management Inc 20,120 $1,103k Jun 30, 2019 Aug 13, 2019
Abbot Financial Management Inc 20,059 $1,099k Jun 30, 2019 Aug 8, 2019
Dividend Assets Capital LLC 19,984 $1,095k Jun 30, 2019 Jul 12, 2019
Sicart Associates LLC 19,848 $1,088k Jun 30, 2019 Jul 23, 2019
Wedbush Securities Inc 19,774 $1,084k Jun 30, 2019 Aug 1, 2019
ZEKE Capital Advisors LLC 19,763 $1,083k Jun 30, 2019 Jul 24, 2019
Buckingham Asset Management LLC 19,298 $1,058k Jun 30, 2019 Aug 5, 2019
Cornerstone Wealth Management LLC 19,016 $1,044k Jun 30, 2019 Aug 2, 2019
Global X Management Company LLC 23,563 $1,014k Jun 30, 2018 Aug 16, 2018
Brinker Capital Inc 18,198 $997k Jun 30, 2019 Aug 12, 2019
RFG Advisory LLC 18,113 $992k Jun 30, 2019 Aug 23, 2019
Stadion Money Management LLC 17,365 $952k Jun 30, 2019 Aug 14, 2019
Mitchell Mcleod PUGH & Williams Inc 17,227 $944k Jun 30, 2019 Jul 9, 2019
Abbrea Capital LLC 17,140 $939k Jun 30, 2019 Jul 31, 2019
Johnson Investment Counsel Inc 16,824 $922k Jun 30, 2019 Aug 14, 2019
Dearborn Partners LLC 16,613 $911k Jun 30, 2019 Jul 29, 2019
Penobscot Investment Management Company Inc 16,234 $890k Jun 30, 2019 Aug 2, 2019
Cetera Advisors LLC 15,963 $874k Jun 30, 2019 Aug 12, 2019
Monetary Management Group Inc 15,700 $861k Jun 30, 2019 Aug 13, 2019
West Oak Capital LLC 15,255 $836k Jun 30, 2019 Jul 12, 2019
ZWJ Investment Counsel Inc 15,076 $826k Jun 30, 2019 Jul 24, 2019
Bragg Financial Advisors Inc 14,735 $808k Jun 30, 2019 Aug 14, 2019
Stratos Wealth Partners Ltd 14,717 $807k Jun 30, 2019 Aug 6, 2019
PRIO Wealth Limited Partnership 14,654 $803k Jun 30, 2019 Jul 18, 2019
Pathstone Family Office LLC 14,574 $799k Jun 30, 2019 Aug 14, 2019
Bienville Capital Management LLC 14,466 $793k Jun 30, 2019 Aug 14, 2019
Institute FOR Wealth Management LLC 14,444 $792k Jun 30, 2019 Aug 2, 2019
Smith & Howard Wealth Management LLC 14,440 $791k Jun 30, 2019 Jul 23, 2019
Keating Investment Counselors Inc 14,138 $775k Jun 30, 2019 Aug 1, 2019
Lucia Wealth Services LLC 14,137 $775k Jun 30, 2019 Jul 23, 2019
The RICE Partnership LLC 14,000 $767k Jun 30, 2019 Jul 25, 2019
Neuberger Berman Breton Hill ULC 9,381 $764k Sep 30, 2017 Nov 3, 2017
Horizon Investments LLC 13,551 $743k Jun 30, 2019 Aug 14, 2019
Advisory Services Network LLC 13,399 $734k Jun 30, 2019 Aug 1, 2019
Columbus Macro LLC 13,212 $724k Jun 30, 2019 Jul 16, 2019
Moloney Securities Asset Management LLC 13,074 $717k Jun 30, 2019 Jul 29, 2019
Ameritas Investment Partners Inc 13,021 $714k Jun 30, 2019 Aug 14, 2019
Motley FOOL Asset Management LLC 12,935 $709k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 12,794 $701k Jun 30, 2019 Aug 7, 2019
KOPP Investment Advisors LLC 12,798 $701k Jun 30, 2019 Aug 14, 2019
GWM Advisors LLC 12,775 $700k Jun 30, 2019 Aug 5, 2019
Cottage Street Advisors LLC 12,630 $692k Jun 30, 2019 Aug 2, 2019
Hollow Brook Wealth Management LLC 12,470 $683k Jun 30, 2019 Aug 13, 2019
Brookstone Capital Management LLC 12,338 $676k Jun 30, 2019 Jul 25, 2019
Waverton Investment Management Limited 12,226 $670k Jun 30, 2019 Jul 17, 2019
Argyle Capital Management Inc 12,020 $659k Jun 30, 2019 Jul 25, 2019
Meridian Wealth Management LLC 1,200 $658k Jun 30, 2019 Jul 19, 2019
Meritage Portfolio Management Inc 11,897 $652k Jun 30, 2019 Jul 30, 2019
Joel Isaacson & Co LLC 11,680 $640k Jun 30, 2019 Jul 11, 2019
Northstar Wealth Partners LLC 11,634 $638k Jun 30, 2019 Aug 15, 2019
Ipswich Investment Management Company Inc 11,345 $622k Jun 30, 2019 Jul 11, 2019
Cleararc Capital Inc 11,122 $610k Jun 30, 2019 Aug 7, 2019
Hunter Associates Investment Management LLC 10,900 $597k Jun 30, 2019 Aug 8, 2019
Spinnaker Investment Group LLC 10,740 $588k Jun 30, 2019 Jul 11, 2019
Ridgewood Investments LLC 10,523 $577k Jun 30, 2019 Jul 12, 2019
DEAN Capital Investments Management LLC 10,245 $562k Jun 30, 2019 Aug 12, 2019
DEAN Capital Management LLC 10,245 $562k Jun 30, 2019 Aug 12, 2019
Moors & Cabot Inc 10,149 $557k Jun 30, 2019 Jul 18, 2019
First National Corporation 9,993 $548k Jun 30, 2019 Jul 22, 2019
Evergreen Capital Management LLC 9,688 $531k Jun 30, 2019 Aug 14, 2019
Tradition Capital Management LLC 10,500 $525k Mar 31, 2019 May 7, 2019
Emerald Investment Partners LLC 9,429 $517k Jun 30, 2019 Aug 12, 2019
Wesbanco Bank Inc 9,316 $511k Jun 30, 2019 Aug 13, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 9,311 $510k Jun 30, 2019 Aug 9, 2019
Diligent Investors LLC 9,000 $493k Jun 30, 2019 Aug 1, 2019
Telemus Capital LLC 9,556 $491k Jun 30, 2019 Aug 9, 2019
Becker Capital Management Inc 8,912 $488k Jun 30, 2019 Aug 8, 2019
Wellington Shields & Co LLC 8,856 $485k Jun 30, 2019 Aug 8, 2019
CIM LLC 8,731 $479k Jun 30, 2019 Jul 22, 2019
RNC Capital Management LLC 8,741 $479k Jun 30, 2019 Jul 25, 2019
Dupont Capital Management Corp 8,515 $467k Jun 30, 2019 Jul 30, 2019
Homrich & BERG Inc 8,498 $466k Jun 30, 2019 Aug 5, 2019
Guinness Atkinson Asset Management Inc 8,409 $461k Jun 30, 2019 Jul 26, 2019
Beacon Investment Advisory Services Inc 8,388 $460k Jun 30, 2019 Aug 7, 2019
Stokes & Hubbell Capital Management LLC 9,182 $459k Mar 31, 2019 Apr 24, 2019
Legacy Capital Partners Inc 8,340 $457k Jun 30, 2019 Jul 16, 2019
Rossmore Private Capital LLC 8,250 $452k Jun 30, 2019 Aug 5, 2019
SIT Investment Associates Inc 8,025 $440k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 8,000 $438k Jun 30, 2019 Jul 10, 2019
SAND Hill Global Advisors LLC 8,000 $438k Jun 30, 2019 Aug 13, 2019
Sheaff Brock Investment Advisors LLC 7,965 $437k Jun 30, 2019 Jul 31, 2019
Prospera Financial Services Inc 7,737 $430k Jun 30, 2019 Aug 14, 2019
Gyroscope Capital Management Group LLC 7,424 $422k Jun 30, 2019 Jul 11, 2019
GHP Investment Advisors Inc 7,596 $416k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 7,436 $408k Jun 30, 2019 Aug 2, 2019
Highvista Strategies LLC 7,300 $400k Jun 30, 2019 Aug 14, 2019
Altium Wealth Management LLC 7,205 $395k Jun 30, 2019 Jul 18, 2019
Tiedemann Advisors LLC 7,204 $393k Jun 30, 2019 Aug 13, 2019
Crabel Capital Management LLC 7,072 $388k Jun 30, 2019 Aug 13, 2019
Checchi Capital Advisers LLC 7,067 $387k Jun 30, 2019 Aug 6, 2019
Smith Salley & Associates LLC 6,947 $381k Jun 30, 2019 Jul 12, 2019
Carret Asset Management LLC 6,816 $374k Jun 30, 2019 Aug 12, 2019
Willow Creek Wealth Management Inc 6,706 $368k Jun 30, 2019 Jul 22, 2019
The Colony Group LLC 6,681 $366k Jun 30, 2019 Aug 19, 2019
North American Management Corp 6,632 $363k Jun 30, 2019 Jul 30, 2019
Lakeview Capital Partners LLC 6,562 $360k Jun 30, 2019 Aug 5, 2019
Fiera Capital Inc 6,566 $360k Jun 30, 2019 Aug 12, 2019
Level Four Advisory Services LLC 6,426 $352k Jun 30, 2019 Aug 14, 2019
Truewealth LLC 6,351 $348k Jun 30, 2019 Jul 10, 2019
Ballentine Partners LLC 6,348 $348k Jun 30, 2019 Jul 25, 2019
Stearns Financial Services Group Inc 6,314 $346k Jun 30, 2019 Aug 14, 2019
Plancorp LLC 6,286 $345k Jun 30, 2019 Aug 13, 2019
Sequoia Financial Advisors LLC 6,284 $344k Jun 30, 2019 Jul 31, 2019
The Caprock Group Inc 6,222 $341k Jun 30, 2019 Jul 23, 2019
Kovack Advisors Inc 6,169 $338k Jun 30, 2019 Aug 14, 2019
Kovack International Advisors Inc 6,169 $338k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 6,060 $332k Jun 30, 2019 Aug 8, 2019
Zebra Capital Management LLC 5,989 $328k Jun 30, 2019 Aug 14, 2019
Campbell & Company Investment Adviser LLC 5,866 $322k Jun 30, 2019 Jul 10, 2019
AFT Forsyth and Company Inc 5,750 $315k Jun 30, 2019 Jul 29, 2019
Horizon Asset Management LLC 5,600 $307k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 5,606 $307k Jun 30, 2019 Jul 10, 2019
Bristlecone Advisors LLC 5,435 $298k Jun 30, 2019 Jul 19, 2019
Texas Yale Capital Corp 5,400 $296k Jun 30, 2019 Jul 24, 2019
Wilmington Funds Management Corporation 4,750 $296k Jun 30, 2014 Aug 13, 2014
South Texas Money Management Ltd 5,350 $293k Jun 30, 2019 Jul 2, 2019
Miracle MILE Advisors LLC 5,308 $291k Jun 30, 2019 Aug 7, 2019
Alpha Windward LLC 5,441 $288k Jun 30, 2019 Jul 30, 2019
Prelude Capital Management LLC 5,218 $286k Jun 30, 2019 Aug 14, 2019
LOWE Brockenbrough & Company Inc 5,170 $283k Jun 30, 2019 Aug 12, 2019
RDL Financial Inc 5,160 $283k Jun 30, 2019 Jul 17, 2019
Badgley Phelps and Bell Inc 5,120 $281k Jun 30, 2019 Jul 30, 2019
Port Capital LLC 5,101 $280k Jun 30, 2019 Aug 14, 2019
Financial Counselors Inc 5,059 $277k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 4,931 $270k Jun 30, 2019 Jul 5, 2019
The Bollard Group LLC 4,887 $268k Jun 30, 2019 Aug 13, 2019
Provident Investment Management Inc 4,852 $266k Jun 30, 2019 Aug 8, 2019
Nicholas Hoffman & Company LLC 4,797 $263k Jun 30, 2019 Aug 12, 2019
SRB Corporation 4,776 $262k Jun 30, 2019 Aug 14, 2019
Drexel Morgan & Co 4,775 $262k Jun 30, 2019 Aug 8, 2019
Summit Wealth Advisors Inc 4,778 $262k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 4,778 $262k Jun 30, 2019 Jul 16, 2019
First National Bank of Omaha 4,700 $258k Jun 30, 2019 Jul 10, 2019
Ifrah Financial Services Inc 4,660 $255k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 4,620 $253k Jun 30, 2019 Aug 6, 2019
Green Square Capital LLC 4,589 $252k Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 4,484 $246k Jun 30, 2019 Aug 2, 2019
BLB & B Advisors LLC 4,380 $240k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 4,357 $239k Jun 30, 2019 Aug 6, 2019
Wilmington Trust Investment Management LLC 3,830 $238k Jun 30, 2014 Aug 13, 2014
Hendley & Co Inc 4,210 $231k Jun 30, 2019 Aug 8, 2019
Evanson Asset Management LLC 4,166 $228k Jun 30, 2019 Jul 11, 2019
BTC Capital Management Inc 4,040 $222k Jun 30, 2019 Jul 26, 2019
Gilbert & COOK Inc 4,015 $220k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 4,000 $219k Jun 30, 2019 Aug 6, 2019
Daiwa SB Investments Ltd 4,370 $218k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 4,370 $218k Mar 31, 2019 Apr 18, 2019
Johnson Financial Group LLC 3,980 $218k Jun 30, 2019 Aug 9, 2019
Wealth Enhancement Advisory Services LLC 4,088 $217k Jun 30, 2019 Aug 2, 2019
Patton Albertson Miller Group LLC 4,026 $213k Jun 30, 2019 Aug 12, 2019
ETF Managers Group LLC 3,880 $212k Jun 30, 2019 Aug 14, 2019
HCR Wealth Advisors 3,877 $212k Jun 30, 2019 Jul 25, 2019
Alpha Cubed Investments LLC 3,848 $211k Jun 30, 2019 Jul 19, 2019
The Renaissance Group LLC 3,802 $208k Jun 30, 2019 Aug 13, 2019
JAG Capital Management LLC 3,800 $208k Jun 30, 2019 Jul 22, 2019
Renaissance Investment Group LLC 3,802 $208k Jun 30, 2019 Aug 13, 2019
Portland Global Advisors LLC 3,792 $208k Jun 30, 2019 Jul 26, 2019
Clarivest Asset Management LLC 3,728 $204k Jun 30, 2019 Aug 16, 2019
Convergence Investment Partners LLC 3,715 $204k Jun 30, 2019 Jul 23, 2019
Bank of Hawaii 3,365 $184k Jun 30, 2019 Aug 15, 2019
Transamerica Financial Advisors Inc 2,566 $141k Jun 30, 2019 Aug 21, 2019
Peninsula Asset Management Inc 1,875 $103k Jun 30, 2019 Aug 15, 2019
Kaizen Advisory LLC 2,076 $95k Dec 31, 2018 Feb 15, 2019
First Manhattan Co 1,678 $91k Jun 30, 2019 Aug 16, 2019
Thompson Siegel & Walmsley LLC 1,620 $89k Jun 30, 2019 Aug 12, 2019
The Fiduciary Group LLC 1,610 $88k Jun 30, 2019 Aug 14, 2019
Baldwin Brothers Inc 1,010 $55k Jun 30, 2019 Jul 19, 2019
Sonora Investment Management LLC 969 $53k Jun 30, 2019 Jul 19, 2019
Winch Advisory Services LLC 802 $44k Jun 30, 2019 Aug 7, 2019
Nelson Roberts Investment Advisors LLC 720 $39k Jun 30, 2019 Jul 25, 2019
Tower VIEW Investment Management & Research LLC 662 $36k Jun 30, 2019 Jul 17, 2019
Financial Advantage Inc 646 $35k Jun 30, 2019 Jul 23, 2019
Smith Asset Management Group LP 610 $33k Jun 30, 2019 Aug 15, 2019
Legacy Financial Advisors Corporation 288 $16k Jun 30, 2019 Jul 15, 2019
Truvestments Capital LLC 285 $16k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 288 $16k Jun 30, 2019 Jul 15, 2019
Capital Bank and Trust Company 290 $16k Jun 30, 2019 Aug 14, 2019
Legacy Advisors LLC 288 $16k Jun 30, 2019 Jul 15, 2019
Stevens First Principles Investment Advisors 240 $13k Jun 30, 2019 Jul 22, 2019
The Pacific Center FOR Financial Services 220 $12k Jun 30, 2019 Aug 15, 2019
Global Financial Private Capital LLC 209 $11k Jun 30, 2019 Aug 14, 2019
Vantage Advisors LLC 220 $10k Sep 30, 2018 Nov 9, 2018
Cribstone Capital Management LLC 152 $8k Jun 30, 2019 Jul 22, 2019
Stewart & Patten Co LLC 150 $8k Jun 30, 2019 Jul 17, 2019
CSAT Investment Advisory LP 134 $7k Jun 30, 2019 Aug 15, 2019
Gables Capital Management Inc 130 $7k Jun 30, 2019 Jul 31, 2019
Hillsdale Investment Management Inc 90 $5k Jun 30, 2019 Aug 2, 2019
Hudock Capital Group LLC 75 $4k Jun 30, 2019 Jul 30, 2019
HOWE and Rusling Inc 65 $4k Jun 30, 2019 Aug 12, 2019
Advantage Investment Management LLC 42 $2k Jun 30, 2019 Jul 30, 2019
Newfound Research LLC 45 $2k Jun 30, 2019 Aug 13, 2019
True Private Wealth Advisors LLC 12 $0k Jun 30, 2019 Aug 1, 2019

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