investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

AIR PRODS & CHEMS INC
(009158106)

Funds Reporting Holdings of AIR PRODS & CHEMS INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 31,950 $7,232,522k Jun 30, 2019 Aug 6, 2019
Alphasimplex Group LLC 6,371 $1,442,203k Jun 30, 2019 Aug 14, 2019
Cantab Capital Partners LLP 5,034 $761,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 1,677,065 $226,881k Mar 31, 2017 May 16, 2017
FRED Alger Management Inc 758,219 $171,638k Jun 30, 2019 Aug 14, 2019
Luminus Management LLC 679,638 $153,850k Jun 30, 2019 Aug 14, 2019
BAHL & Gaynor Inc 655,758 $148,444k Jun 30, 2019 Aug 12, 2019
Fenimore Asset Management Inc 420,222 $95,126k Jun 30, 2019 Jul 16, 2019
Barrow Hanley Mewhinney & Strauss LLC 336,982 $76,283k Jun 30, 2019 Aug 19, 2019
Congress Asset Management Company LLP 336,418 $76,155k Jun 30, 2019 Aug 7, 2019
Rothschild & Co Asset Management US Inc 285,836 $64,705k Jun 30, 2019 Jul 25, 2019
Calamos Advisors LLC 274,626 $62,167k Jun 30, 2019 Aug 7, 2019
Zacks Investment Management Inc 248,602 $56,276k Jun 30, 2019 Aug 14, 2019
Montag & Caldwell LLC 242,315 $54,853k Jun 30, 2019 Aug 1, 2019
Conning Inc 201,973 $45,721k Jun 30, 2019 Jul 25, 2019
Davenport & Company LLC 193,388 $43,777k Jun 30, 2019 Jul 10, 2019
1919 Investment Counsel LLC 293,836 $38,252k Sep 30, 2014 Nov 14, 2014
Dearborn Partners LLC 154,351 $34,940k Jun 30, 2019 Jul 29, 2019
Cramer Rosenthal Mcglynn LLC 138,824 $31,426k Jun 30, 2019 Aug 13, 2019
Asset Management One USA Inc 117,454 $26,588k Jun 30, 2019 Aug 14, 2019
Asset Management One Co Ltd 117,454 $26,588k Jun 30, 2019 Aug 14, 2019
Confluence Investment Management LLC 117,249 $26,542k Jun 30, 2019 Jul 24, 2019
Freshford Capital Management LLC 109,221 $24,724k Jun 30, 2019 Aug 14, 2019
Waddell & REED Inc 102,244 $23,145k Jun 30, 2019 Aug 14, 2019
Grandfield & DODD LLC 99,357 $22,491k Jun 30, 2019 Jul 29, 2019
S & Co Inc 94,459 $21,383k Jun 30, 2019 Jul 23, 2019
Capital Guardian Trust Company 93,838 $21,242k Jun 30, 2019 Aug 14, 2019
Pacific Heights Asset Management LLC 85,000 $19,241k Jun 30, 2019 Jul 23, 2019
Guardian Capital LP 81,922 $18,545k Jun 30, 2019 Aug 14, 2019
Youngs Advisory Group Inc 81,486 $18,446k Jun 30, 2019 Jul 16, 2019
Williams Jones & Associates LLC 80,965 $18,328k Jun 30, 2019 Aug 14, 2019
Taurus Asset Management LLC 76,820 $17,390k Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 74,419 $16,846k Jun 30, 2019 Jul 31, 2019
KKR Credit Advisors US LLC 147,100 $15,676k Sep 30, 2013 Nov 14, 2013
Piedmont Investment Advisors Inc 66,060 $14,954k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 66,033 $14,948k Jun 30, 2019 Jul 10, 2019
Candriam Luxembourg SCA 65,905 $14,853k Jun 30, 2019 Aug 1, 2019
Argent Capital Management LLC 64,257 $14,546k Jun 30, 2019 Aug 15, 2019
Sterling Capital Management LLC 59,566 $13,484k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 59,511 $13,472k Jun 30, 2019 Aug 21, 2019
Talara Capital Management LLC 84,975 $13,233k Sep 30, 2018 Nov 13, 2018
Adams Diversified Equity Fund Inc 58,100 $13,152k Jun 30, 2019 Jul 29, 2019
Boston Family Office LLC 54,509 $12,339k Jun 30, 2019 Jul 30, 2019
First Manhattan Co 50,128 $11,347k Jun 30, 2019 Aug 16, 2019
Dillon & Associates Inc 48,845 $11,039k Jun 30, 2019 Jul 22, 2019
Trillium Asset Management LLC 48,486 $10,976k Jun 30, 2019 Aug 8, 2019
Welch & Forbes LLC 48,311 $10,937k Jun 30, 2019 Jul 12, 2019
Great Lakes Advisors LLC 47,778 $10,815k Jun 30, 2019 Aug 5, 2019
Gabelli Funds LLC 47,000 $10,639k Jun 30, 2019 Aug 2, 2019
AXEL Capital Management LLC 45,000 $10,187k Jun 30, 2019 Aug 7, 2019
Chartwell Investment Partners LLC 42,269 $9,568k Jun 30, 2019 Aug 19, 2019
Brightworth LLC 42,043 $9,517k Jun 30, 2019 Jul 31, 2019
Meyer Handelman Company LLC 37,500 $8,489k Jun 30, 2019 Jul 23, 2019
Panagora Asset Management Inc 37,139 $8,407k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 37,029 $8,382k Jun 30, 2019 Aug 7, 2019
Calamos Wealth Management LLC 33,855 $7,664k Jun 30, 2019 Aug 7, 2019
Woodstock Corporation 33,423 $7,566k Jun 30, 2019 Jul 3, 2019
Goelzer Investment Management Inc 33,076 $7,487k Jun 30, 2019 Jul 29, 2019
Dupont Capital Management Corp 31,297 $7,085k Jun 30, 2019 Jul 30, 2019
Shikiar Asset Management Inc 31,125 $7,046k Jun 30, 2019 Jul 25, 2019
Bragg Financial Advisors Inc 30,828 $6,979k Jun 30, 2019 Aug 14, 2019
JGP Wealth Management LLC 28,489 $6,449k Jun 30, 2019 Jul 15, 2019
Haverford Financial Services Inc 26,494 $5,997k Jun 30, 2019 Aug 13, 2019
Johnson Investment Counsel Inc 26,020 $5,890k Jun 30, 2019 Aug 14, 2019
Arrowgrass Capital Partners US LP 25,000 $5,659k Jun 30, 2019 Aug 14, 2019
CIBC Asset Management Inc 24,810 $5,616k Jun 30, 2019 Aug 5, 2019
Element Capital Management LLC 24,090 $5,453k Jun 30, 2019 Aug 14, 2019
Cambria Investment Management LP 23,315 $5,278k Jun 30, 2019 Aug 12, 2019
Securian Asset Management Inc 23,269 $5,267k Jun 30, 2019 Aug 5, 2019
Segment Wealth Management LLC 21,903 $4,958k Jun 30, 2019 Jul 29, 2019
Stratos Wealth Partners Ltd 21,258 $4,812k Jun 30, 2019 Aug 6, 2019
Pacer Advisors Inc 20,892 $4,729k Jun 30, 2019 Aug 12, 2019
Richard Bernstein Advisors LLC 20,716 $4,689k Jun 30, 2019 Aug 9, 2019
Atria Investments LLC 20,030 $4,569k Jun 30, 2019 Aug 26, 2019
Carderock Capital Management Inc 20,036 $4,536k Jun 30, 2019 Jul 15, 2019
Argus Investors' Counsel Inc 19,775 $4,476k Jun 30, 2019 Jul 10, 2019
Foresters Investment Management Company Inc 19,724 $4,465k Jun 30, 2019 Aug 12, 2019
LMR Partners LLC 18,732 $4,240k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 18,375 $4,160k Jun 30, 2019 Aug 8, 2019
Jacobs LEVY Equity Management Inc 17,780 $4,025k Jun 30, 2019 Aug 13, 2019
Wendell David Associates Inc 17,607 $3,986k Jun 30, 2019 Jul 16, 2019
Ropes Wealth Advisors LLC 17,227 $3,900k Jun 30, 2019 Jul 31, 2019
Laurion Capital Management LP 17,200 $3,894k Call Jun 30, 2019 Aug 13, 2019
Keeler Thomas Management LLC 17,165 $3,885k Jun 30, 2019 Jul 31, 2019
PRIO Wealth Limited Partnership 17,025 $3,853k Jun 30, 2019 Jul 18, 2019
Cornerstone Investment Advisors LLC 20,000 $3,819k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 20,000 $3,819k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 20,000 $3,819k Mar 31, 2019 May 13, 2019
LONG ROAD Investment Counsel LLC 16,425 $3,718k Jun 30, 2019 Aug 9, 2019
Maverick Capital Ltd 16,370 $3,706k Jun 30, 2019 Aug 14, 2019
GHP Investment Advisors Inc 16,245 $3,677k Jun 30, 2019 Aug 2, 2019
Capital Bank and Trust Company 16,190 $3,665k Jun 30, 2019 Aug 14, 2019
Lazard Asset Management LLC 21,660 $3,618k Sep 30, 2018 Aug 30, 2019
Benson Investment Management Company Inc 15,605 $3,533k Jun 30, 2019 Jul 11, 2019
Harvey Investment Company LLC 15,474 $3,503k Jun 30, 2019 Jul 16, 2019
IFM Investors PTY Ltd 15,424 $3,492k Jun 30, 2019 Jul 16, 2019
World Asset Management Inc 14,846 $3,361k Jun 30, 2019 Jul 23, 2019
Azimuth Capital Management LLC 14,148 $3,203k Jun 30, 2019 Aug 13, 2019
Hengehold Capital Management LLC 13,569 $3,072k Jun 30, 2019 Jul 23, 2019
Wespac Advisors LLC 12,979 $2,938k Jun 30, 2019 Jul 23, 2019
Personal Capital Advisors Corporation 12,913 $2,923k Jun 30, 2019 Aug 14, 2019
Sentry Investment Management LLC 12,875 $2,915k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 12,875 $2,915k Jun 30, 2019 Aug 12, 2019
EFG Asset Management Americas Corp 12,844 $2,907k Jun 30, 2019 Jul 9, 2019
Veritable LP 12,670 $2,868k Jun 30, 2019 Aug 12, 2019
Andesa Financial Management Inc 12,647 $2,866k Jun 30, 2019 Jul 30, 2019
F3Logic LLC 12,734 $2,865k Jun 30, 2019 Aug 2, 2019
Harwood Advisory Group LLC 12,604 $2,853k Jun 30, 2019 Aug 7, 2019
West Oak Capital LLC 12,529 $2,836k Jun 30, 2019 Jul 12, 2019
WE Donoghue & Co LLC 11,639 $2,635k Jun 30, 2019 Jul 23, 2019
Douglas Lane & Associates LLC 11,616 $2,629k Jun 30, 2019 Jul 8, 2019
Private Counsel Group Ltd 10,523 $2,390k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 10,523 $2,390k Jun 30, 2019 Jul 29, 2019
Ashfield Capital Partners LLC 10,450 $2,366k Jun 30, 2019 Jul 29, 2019
Gateway Investment Advisers LLC 10,449 $2,365k Jun 30, 2019 Jul 17, 2019
Everence Capital Management Inc 10,065 $2,278k Jun 30, 2019 Aug 2, 2019
Abner Herrman & Brock LLC 10,036 $2,272k Jun 30, 2019 Jul 19, 2019
Murphy Capital Management Inc 9,780 $2,213k Jun 30, 2019 Jul 22, 2019
Twin Capital Management Inc 9,287 $2,102k Jun 30, 2019 Aug 1, 2019
Birch Hill Investment Advisors LLC 9,242 $2,092k Jun 30, 2019 Jul 22, 2019
Arjuna Capital LLC 8,930 $2,021k Jun 30, 2019 Aug 21, 2019
Cadence Capital Management LLC 8,816 $1,996k Jun 30, 2019 Aug 12, 2019
Albert D Mason Inc 8,776 $1,987k Jun 30, 2019 Jul 30, 2019
Westover Capital Advisors LLC 8,387 $1,899k Jun 30, 2019 Aug 13, 2019
10-15 Associates Inc 8,378 $1,896k Jun 30, 2019 Aug 12, 2019
Monte Financial Group LLC 8,346 $1,889k Jun 30, 2019 Aug 7, 2019
Quadrant Capital Management LLC 8,145 $1,844k Jun 30, 2019 Aug 8, 2019
Aurora Investment Counsel 7,925 $1,809k Jun 30, 2019 Aug 6, 2019
Advisor Partners LLC 7,844 $1,776k Jun 30, 2019 Jul 26, 2019
Levin Capital Strategies LP 7,703 $1,744k Jun 30, 2019 Aug 13, 2019
Ascension Asset Management LLC 7,675 $1,737k Jun 30, 2019 Jul 23, 2019
Wesbanco Bank Inc 7,620 $1,725k Jun 30, 2019 Aug 13, 2019
Seabridge Investment Advisors LLC 7,425 $1,681k Jun 30, 2019 Jul 18, 2019
Eulav Asset Management 7,000 $1,585k Jun 30, 2019 Aug 5, 2019
Argyle Capital Management Inc 6,927 $1,568k Jun 30, 2019 Jul 25, 2019
Dumont & Blake Investment Advisors LLC 6,920 $1,566k Jun 30, 2019 Aug 1, 2019
Algert Global LLC 6,873 $1,556k Jun 30, 2019 Aug 14, 2019
Penobscot Investment Management Company Inc 6,840 $1,548k Jun 30, 2019 Aug 2, 2019
Cambridge Investment Research Advisors Inc 6,733 $1,524k Jun 30, 2019 Aug 15, 2019
Monarch Capital Management Inc 6,721 $1,521k Jun 30, 2019 Jul 31, 2019
GLG LLC 9,235 $1,515k Dec 31, 2017 Feb 14, 2018
MAI Capital Management LLC 6,629 $1,501k Jun 30, 2019 Aug 15, 2019
Energy Opportunities Capital Management LLC 6,455 $1,461k Jun 30, 2019 Aug 15, 2019
LOWE Brockenbrough & Company Inc 6,006 $1,360k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 5,976 $1,353k Jun 30, 2019 Aug 14, 2019
Cambridge Financial Group LLC 5,905 $1,337k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 5,905 $1,337k Jun 30, 2019 Jul 29, 2019
North American Management Corp 5,883 $1,332k Jun 30, 2019 Jul 30, 2019
MD SASS Investors Services Inc 5,500 $1,245k Jun 30, 2019 Aug 13, 2019
GWM Advisors LLC 5,354 $1,212k Jun 30, 2019 Aug 5, 2019
Quadrant Private Wealth Management LLC 5,323 $1,205k Jun 30, 2019 Aug 13, 2019
Spears Abacus Advisors LLC 5,325 $1,205k Jun 30, 2019 Aug 9, 2019
RFG Advisory LLC 5,239 $1,185k Jun 30, 2019 Aug 23, 2019
Bank of Hawaii 5,232 $1,184k Jun 30, 2019 Aug 15, 2019
Sigma Planning Corporation 4,631 $1,048k Jun 30, 2019 Aug 1, 2019
Bernicke Wealth Management Ltd 4,552 $1,030k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 4,525 $1,024k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 4,515 $1,022k Jun 30, 2019 Jul 25, 2019
DA Davidson & Co 4,479 $1,014k Jun 30, 2019 Aug 13, 2019
Summit Financial Group Inc 4,450 $1,007k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 4,450 $1,007k Jun 30, 2019 Jul 3, 2019
Cetera Advisor Networks LLC 4,353 $987k Jun 30, 2019 Aug 12, 2019
Abbot Financial Management Inc 4,252 $963k Jun 30, 2019 Aug 8, 2019
ZEKE Capital Advisors LLC 4,160 $942k Jun 30, 2019 Jul 24, 2019
BLB & B Advisors LLC 4,140 $937k Jun 30, 2019 Jul 29, 2019
Sheets Smith Wealth Management 4,028 $912k Jun 30, 2019 Jul 12, 2019
Prospera Financial Services Inc 4,013 $910k Jun 30, 2019 Aug 14, 2019
Global X Management Company LLC 5,839 $909k Jun 30, 2018 Aug 16, 2018
Permanens Capital LP 4,000 $905k Jun 30, 2019 Aug 9, 2019
Legacy Financial Strategies LLC 3,850 $877k Jun 30, 2019 Jul 15, 2019
Harfst and Associates Inc 3,816 $863k Jun 30, 2019 Aug 14, 2019
Evercore Wealth Management LLC 3,745 $848k Jun 30, 2019 Aug 13, 2019
MRAZ Amerine & Associates Inc 3,703 $838k Jun 30, 2019 Aug 2, 2019
Managed Account Advisors LLC 6,120 $837k Jun 30, 2015 Aug 14, 2015
Chilton Capital Management LLC 3,679 $833k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 6,481 $827k Sep 30, 2015 Nov 16, 2015
Horizon Investments LLC 3,559 $806k Jun 30, 2019 Aug 14, 2019
Viking Fund Management LLC 3,500 $792k Jun 30, 2019 Jul 16, 2019
Voloridge Investment Management LLC 3,474 $786k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 3,415 $773k Jun 30, 2019 Jul 18, 2019
Howland Capital Management LLC 3,391 $768k Jun 30, 2019 Jul 17, 2019
COHO Partners Ltd 3,341 $756k Jun 30, 2019 Aug 8, 2019
Brookstone Capital Management LLC 3,338 $756k Jun 30, 2019 Jul 25, 2019
North Star Asset Management Inc 3,315 $750k Jun 30, 2019 Aug 12, 2019
Dodge & COX 3,300 $747k Jun 30, 2019 Aug 13, 2019
Cleararc Capital Inc 3,290 $745k Jun 30, 2019 Aug 7, 2019
Moors & Cabot Inc 3,285 $744k Jun 30, 2019 Jul 18, 2019
Kavar Capital Partners LLC 3,250 $736k Jun 30, 2019 Aug 1, 2019
Point72 Asset Management LP 3,200 $724k Jun 30, 2019 Aug 14, 2019
Spinnaker Investment Group LLC 3,054 $691k Jun 30, 2019 Jul 11, 2019
Carnegie Capital Asset Management LLC 3,009 $681k Jun 30, 2019 Jul 24, 2019
Dynamic Advisor Solutions LLC 3,008 $681k Jun 30, 2019 Aug 13, 2019
Cipher Capital LP 3,000 $679k Jun 30, 2019 Aug 13, 2019
Miles Capital Inc 2,959 $670k Jun 30, 2019 Aug 13, 2019
Stone RUN Capital LLC 2,950 $668k Jun 30, 2019 Aug 14, 2019
Jaffetilchin Investment Partners LLC 2,897 $656k Jun 30, 2019 Aug 13, 2019
Becker Capital Management Inc 2,900 $656k Jun 30, 2019 Aug 8, 2019
Rodgers Brothers Inc 2,884 $653k Jun 30, 2019 Aug 14, 2019
The Caprock Group Inc 2,825 $643k Jun 30, 2019 Jul 23, 2019
EQIS Capital Management Inc 2,840 $643k Jun 30, 2019 Jul 18, 2019
Baldwin Investment Management LLC 2,800 $634k Jun 30, 2019 Aug 6, 2019
Pagnatokarp Partners LLC 2,717 $618k Jun 30, 2019 Aug 8, 2019
Bridges Investment Management Inc 2,707 $613k Jun 30, 2019 Aug 7, 2019
Mitchell Mcleod PUGH & Williams Inc 2,657 $601k Jun 30, 2019 Jul 9, 2019
The Colony Group LLC 2,647 $599k Jun 30, 2019 Aug 19, 2019
Appleton Partners Inc 2,560 $580k Jun 30, 2019 Jul 25, 2019
Mendel Money Management Inc 2,495 $565k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 2,487 $563k Jun 30, 2019 Aug 9, 2019
Foster Dykema Cabot & Co Incorporated 2,400 $543k Jun 30, 2019 Aug 6, 2019
Patton Albertson Miller Group LLC 2,350 $540k Jun 30, 2019 Aug 12, 2019
Provise Management Group LLC 2,363 $535k Jun 30, 2019 Aug 9, 2019
Bailard Inc 2,347 $531k Jun 30, 2019 Jul 26, 2019
Wilkins Investment Counsel Inc 2,294 $519k Jun 30, 2019 Aug 9, 2019
The Bollard Group LLC 2,221 $503k Jun 30, 2019 Aug 13, 2019
Regentatlantic Capital LLC 2,219 $502k Jun 30, 2019 Jul 23, 2019
Ironwood Investment Management LLC 2,211 $501k Jun 30, 2019 Aug 14, 2019
Choate Investment Advisors LLC 2,206 $499k Jun 30, 2019 Aug 14, 2019
First National Bank of Omaha 2,195 $497k Jun 30, 2019 Jul 10, 2019
Ferguson Wellman Capital Management Inc 2,180 $493k Jun 30, 2019 Jul 16, 2019
Global Financial Private Capital LLC 2,168 $493k Jun 30, 2019 Aug 14, 2019
Tradition Capital Management LLC 2,575 $491k Mar 31, 2019 May 7, 2019
DF DENT and Company Inc 2,158 $489k Jun 30, 2019 Aug 15, 2019
Ancora Advisors LLC 2,134 $483k Jun 30, 2019 Aug 12, 2019
Mckinley Carter Wealth Services Inc 2,127 $482k Jun 30, 2019 Aug 2, 2019
Connecticut Wealth Management LLC 2,120 $480k Jun 30, 2019 Jul 29, 2019
American National Registered Investment Advisor Inc 2,112 $478k Jun 30, 2019 Aug 5, 2019
Clearstead Advisors LLC 2,112 $478k Jun 30, 2019 Aug 8, 2019
LMCG Investments LLC 3,691 $471k Sep 30, 2015 Nov 4, 2015
Atalanta Sosnoff Capital LLC 2,050 $464k Jun 30, 2019 Jul 15, 2019
Confluence Wealth Management LLC 2,042 $462k Jun 30, 2019 Aug 9, 2019
Westbourne Investment Advisors Inc 2,000 $453k Jun 30, 2019 Jul 22, 2019
Hudock Capital Group LLC 2,001 $452k Jun 30, 2019 Jul 30, 2019
Checchi Capital Advisers LLC 1,992 $451k Jun 30, 2019 Aug 6, 2019
True Private Wealth Advisors LLC 1,984 $451k Jun 30, 2019 Aug 1, 2019
Drexel Morgan & Co 1,975 $447k Jun 30, 2019 Aug 8, 2019
First Allied Advisory Services Inc 1,964 $445k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 1,942 $439k Jun 30, 2019 Jul 18, 2019
Pillar Pacific Capital Management LLC 1,935 $438k Jun 30, 2019 Aug 7, 2019
Emerald Investment Partners LLC 1,924 $436k Jun 30, 2019 Aug 12, 2019
Meridian Wealth Management LLC 191 $432k Jun 30, 2019 Jul 19, 2019
Sanders Morris Harris LLC 1,897 $430k Jun 30, 2019 Jul 10, 2019
Curbstone Financial Management Corporation 1,884 $426k Jun 30, 2019 Jul 9, 2019
VOYA Financial Advisors Inc 1,886 $421k Jun 30, 2019 Aug 14, 2019
Venturi Wealth Management LLC 1,824 $413k Jun 30, 2019 Aug 7, 2019
Westport Asset Management Inc 1,800 $407k Jun 30, 2019 Aug 9, 2019
Tufton Capital Management LLC 1,750 $396k Jun 30, 2019 Jul 26, 2019
Ziegler Capital Management LLC 3,650 $389k Sep 30, 2013 Nov 6, 2013
Sequoia Financial Advisors LLC 1,715 $388k Jun 30, 2019 Jul 31, 2019
Benin Management Corp 1,705 $386k Jun 30, 2019 Jul 31, 2019
Buckingham Asset Management LLC 1,648 $373k Jun 30, 2019 Aug 5, 2019
Baldwin Brothers Inc 1,610 $364k Jun 30, 2019 Jul 19, 2019
Wellesley Investment Partners LLC 1,584 $358k Jun 30, 2019 Aug 5, 2019
DEAN Capital Management LLC 1,574 $356k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 1,574 $356k Jun 30, 2019 Aug 12, 2019
Gilbert & COOK Inc 1,563 $354k Jun 30, 2019 Aug 5, 2019
Good Life Advisors LLC 1,548 $352k Jun 30, 2019 Aug 6, 2019
Savant Capital LLC 1,551 $351k Jun 30, 2019 Aug 6, 2019
Gotham Asset Management LLC 1,533 $347k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 1,526 $345k Jun 30, 2019 Aug 5, 2019
RNC Capital Management LLC 1,520 $344k Jun 30, 2019 Jul 25, 2019
Institute FOR Wealth Management LLC 1,504 $340k Jun 30, 2019 Aug 2, 2019
Hanseatic Management Services Inc 1,472 $333k Jun 30, 2019 Jul 19, 2019
The Fiduciary Group LLC 1,467 $332k Jun 30, 2019 Aug 14, 2019
Evermay Wealth Management LLC 1,466 $332k Jun 30, 2019 Jul 23, 2019
Alpha Windward LLC 1,415 $327k Jun 30, 2019 Jul 30, 2019
Sheaff Brock Investment Advisors LLC 1,431 $324k Jun 30, 2019 Jul 31, 2019
Vista Investment Management LLC 1,398 $316k Jun 30, 2019 Aug 14, 2019
Folger Nolan Fleming Douglas Capital Management Inc 1,351 $306k Jun 30, 2019 Aug 9, 2019
Ipswich Investment Management Company Inc 1,302 $295k Jun 30, 2019 Jul 11, 2019
AJO LP 1,293 $293k Jun 30, 2019 Aug 14, 2019
Brown Advisory Securities LLC 1,293 $293k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,269 $287k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 1,269 $287k Jun 30, 2019 Aug 12, 2019
Harbour Capital Advisors LLC 1,250 $283k Jun 30, 2019 Jul 10, 2019
GSB Wealth Management LLC 1,250 $283k Jun 30, 2019 Aug 9, 2019
Stony Point Wealth Management Inc 1,235 $280k Jun 30, 2019 Jul 23, 2019
NWAM LLC 1,203 $272k Jun 30, 2019 Jul 18, 2019
Douglass Winthrop Advisors LLC 1,200 $272k Jun 30, 2019 Jul 10, 2019
Cetera Advisors LLC 1,180 $267k Jun 30, 2019 Aug 12, 2019
YHB Investment Advisors Inc 1,177 $266k Jun 30, 2019 Jul 15, 2019
Carret Asset Management LLC 1,171 $265k Jun 30, 2019 Aug 12, 2019
Miracle MILE Advisors LLC 1,162 $263k Jun 30, 2019 Aug 7, 2019
Ballentine Partners LLC 1,145 $259k Jun 30, 2019 Jul 25, 2019
Clark Capital Management Group Inc 1,140 $258k Jun 30, 2019 Jul 12, 2019
Pathstone Family Office LLC 1,136 $257k Jun 30, 2019 Aug 14, 2019
BEL AIR Investment Advisors LLC 2,391 $255k Sep 30, 2013 Nov 12, 2013
Wilmington Funds Management Corporation 1,970 $253k Jun 30, 2014 Aug 13, 2014
Successful Portfolios LLC 1,100 $249k Jun 30, 2019 Jul 11, 2019
Cottage Street Advisors LLC 1,100 $249k Jun 30, 2019 Aug 2, 2019
Johnson Financial Group LLC 1,087 $246k Jun 30, 2019 Aug 9, 2019
MANA Advisors LLC 1,066 $241k Jun 30, 2019 Aug 14, 2019
Dowling & Yahnke LLC 1,059 $240k Jun 30, 2019 Jul 22, 2019
Boston Advisors LLC 1,057 $239k Jun 30, 2019 Jul 30, 2019
The Family FIRM Inc 1,055 $239k Jun 30, 2019 Aug 6, 2019
American Research & Management Company 1,050 $238k Jun 30, 2019 Jul 18, 2019
Liberty Capital Management Inc 1,045 $237k Jun 30, 2019 Jul 15, 2019
Fiera Capital Inc 1,021 $231k Jun 30, 2019 Aug 12, 2019
Cooper/Haims Advisors LLC 1,018 $230k Jun 30, 2019 Jul 26, 2019
White Pine Capital LLC 1,000 $226k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 1,000 $226k Jun 30, 2019 Jul 16, 2019
Financial Counselors Inc 983 $223k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 978 $221k Jun 30, 2019 Aug 7, 2019
Weiss Asset Management LP 978 $221k Jun 30, 2019 Aug 14, 2019
Telemus Capital LLC 995 $219k Jun 30, 2019 Aug 9, 2019
Spearhead Capital Advisors LLC 958 $217k Jun 30, 2019 Jul 17, 2019
Evergreen Capital Management LLC 945 $214k Jun 30, 2019 Aug 14, 2019
B Riley Wealth Management Inc 937 $212k Jun 30, 2019 Aug 14, 2019
BKD Wealth Advisors LLC 928 $210k Jun 30, 2019 Jul 10, 2019
Wilmington Trust Investment Management LLC 1,620 $208k Jun 30, 2014 Aug 13, 2014
Cadinha & Co LLC 900 $204k Jun 30, 2019 Aug 9, 2019
Lexaurum Advisors LLC 903 $204k Jun 30, 2019 Jul 19, 2019
Weybosset Research & Management LLC 900 $204k Jun 30, 2019 Jul 22, 2019
SNS Financial Group LLC 837 $189k Jun 30, 2019 Jul 26, 2019
Cypress Capital LLC 800 $181k Jun 30, 2019 Aug 15, 2019
Cypress Capital Group Inc 800 $181k Jun 30, 2019 Aug 15, 2019
Highland Private Wealth Management 770 $174k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 628 $143k Jun 30, 2019 Aug 21, 2019
Prelude Capital Management LLC 593 $134k Jun 30, 2019 Aug 14, 2019
Advantage Investment Management LLC 533 $121k Jun 30, 2019 Jul 30, 2019
Lejeune Puetz Investment Counsel 509 $115k Jun 30, 2019 Jul 29, 2019
Truvestments Capital LLC 416 $94k Jun 30, 2019 Jul 15, 2019
Kaizen Advisory LLC 574 $92k Dec 31, 2018 Feb 15, 2019
Monetary Management Group Inc 400 $91k Jun 30, 2019 Aug 13, 2019
van ECK Associates Corporation 401 $91k Jun 30, 2019 Aug 7, 2019
First National Corporation 350 $79k Jun 30, 2019 Jul 22, 2019
HOWE and Rusling Inc 337 $76k Jun 30, 2019 Aug 12, 2019
Hilton Capital Management LLC 325 $74k Jun 30, 2019 Aug 14, 2019
Cribstone Capital Management LLC 323 $73k Jun 30, 2019 Jul 22, 2019
Harding Loevner LP 320 $72k Jun 30, 2019 Aug 14, 2019
Rational Advisors Inc 238 $54k Jun 30, 2019 Aug 8, 2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP 221 $50k Jun 30, 2019 Aug 9, 2019
Thompson Siegel & Walmsley LLC 201 $46k Jun 30, 2019 Aug 12, 2019
Truewealth LLC 166 $38k Jun 30, 2019 Jul 10, 2019
Ellevest Inc 150 $34k Jun 30, 2019 Aug 20, 2019
Vantage Advisors LLC 286 $34k Sep 30, 2018 Nov 9, 2018
Assetmark Inc 142 $32k Jun 30, 2019 Aug 14, 2019
Copeland Capital Management LLC 105 $24k Jun 30, 2019 Jul 19, 2019
Barrett Asset Management LLC 100 $23k Jun 30, 2019 Aug 5, 2019
Wetherby Asset Management 95 $22k Jun 30, 2019 Jul 25, 2019
Earnest Partners LLC 95 $22k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 111 $21k Jun 30, 2019 Aug 8, 2019
MARK Sheptoff Financial Planning LLC 75 $17k Jun 30, 2019 Aug 12, 2019
Shamrock Asset Management LLC 66 $15k Jun 30, 2019 Aug 9, 2019
Endurance Wealth Management Inc 50 $11k Jun 30, 2019 Jul 30, 2019
Boston Private Wealth LLC 40 $9k Jun 30, 2019 Jul 10, 2019
Thomas J Herzfeld Advisors Inc 30 $7k Jun 30, 2019 Aug 13, 2019
CSAT Investment Advisory LP 28 $6k Jun 30, 2019 Aug 15, 2019
FFCM LLC 18 $4k Jun 30, 2019 Jul 30, 2019
Winch Advisory Services LLC 8 $2k Jun 30, 2019 Aug 7, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.