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AMGEN INC
(031162100)

Funds Reporting Holdings of AMGEN INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
GS Investments Inc 12,693 $2,339,066k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 12,286 $2,291,000k Sep 30, 2017 Nov 14, 2017
Tower Bridge Advisors Inc 6,926 $1,276,323k Jun 30, 2019 Aug 6, 2019
Janus Capital Management LLC 6,221,969 $1,020,817k Mar 31, 2017 May 16, 2017
Laffer Investments Inc 3,770 $694,735k Jun 30, 2019 Aug 15, 2019
Renaissance Technologies LLC 2,963,238 $546,065k Jun 30, 2019 Aug 12, 2019
Aristotle Capital Management LLC 2,545,339 $469,055k Jun 30, 2019 Aug 14, 2019
Retirement Income Solutions Inc 1,812 $334,000k Jun 30, 2019 Jul 23, 2019
Pzena Investment Management LLC 1,221,320 $225,065k Jun 30, 2019 Aug 2, 2019
COHO Partners Ltd 1,109,309 $204,424k Jun 30, 2019 Aug 8, 2019
Tekla Capital Management LLC 729,658 $134,461k Jun 30, 2019 Aug 14, 2019
Brandywine Global Investment Management LLC 705,600 $130,028k Jun 30, 2019 Aug 14, 2019
Smead Capital Management Inc 646,099 $119,063k Jun 30, 2019 Jul 26, 2019
Epoch Investment Partners Inc 635,599 $117,128k Jun 30, 2019 Aug 13, 2019
BAHL & Gaynor Inc 337,326 $62,162k Jun 30, 2019 Aug 12, 2019
Sawgrass Asset Management LLC 333,637 $61,483k Jun 30, 2019 Jul 23, 2019
Douglass Winthrop Advisors LLC 302,305 $55,709k Jun 30, 2019 Jul 10, 2019
River ROAD Asset Management LLC 285,153 $52,548k Jun 30, 2019 Aug 12, 2019
Hermes Investment Management Limited 277,951 $51,307k Jun 30, 2018 Jul 24, 2018
Panagora Asset Management Inc 275,903 $50,843k Jun 30, 2019 Aug 9, 2019
Clarivest Asset Management LLC 250,173 $46,101k Jun 30, 2019 Aug 16, 2019
Zacks Investment Management Inc 249,273 $45,936k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 245,742 $45,285k Jun 30, 2019 Aug 6, 2019
Conning Inc 244,161 $44,994k Jun 30, 2019 Jul 25, 2019
Winton Capital Management Ltd 351,191 $43,316k Mar 31, 2014 May 1, 2014
First Manhattan Co 231,821 $42,719k Jun 30, 2019 Aug 16, 2019
Personal Capital Advisors Corporation 228,582 $42,123k Jun 30, 2019 Aug 14, 2019
Avalon Advisors LLC 213,073 $39,265k Jun 30, 2019 Aug 14, 2019
Waddell & REED Inc 204,298 $37,648k Jun 30, 2019 Aug 14, 2019
GW&K Investment Management LLC 196,156 $36,148k Jun 30, 2019 Aug 6, 2019
RNC Capital Management LLC 183,559 $33,826k Jun 30, 2019 Jul 25, 2019
TODD Asset Management LLC 176,829 $32,586k Jun 30, 2019 Aug 6, 2019
Hexavest Inc 164,594 $30,331k Jun 30, 2019 Jul 10, 2019
Oakbrook Investments LLC 159,103 $29,320k Jun 30, 2019 Jul 18, 2019
BEL AIR Investment Advisors LLC 254,958 $28,536k Sep 30, 2013 Nov 12, 2013
Chiron Investment Management LLC 153,787 $28,340k Jun 30, 2019 Aug 14, 2019
Parsec Financial Management Inc 152,535 $28,109k Jun 30, 2019 Jul 23, 2019
DLD Asset Management LP 150,000 $27,638k Put Jun 30, 2019 Aug 14, 2019
Grantham Mayo van Otterloo & Co LLC 132,000 $24,325k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 127,529 $23,501k Jun 30, 2019 Aug 12, 2019
The Colony Group LLC 126,250 $23,265k Jun 30, 2019 Aug 19, 2019
Morningstar Investment Services LLC 124,650 $22,970k Jun 30, 2019 Aug 13, 2019
Orbimed Advisors LLC 122,100 $22,501k Jun 30, 2019 Aug 14, 2019
Ferguson Wellman Capital Management Inc 119,651 $22,049k Jun 30, 2019 Jul 16, 2019
QS Investors LLC 113,058 $20,835k Jun 30, 2019 Aug 14, 2019
Clark Capital Management Group Inc 106,090 $19,550k Jun 30, 2019 Jul 12, 2019
Alpha Cubed Investments LLC 104,894 $19,330k Jun 30, 2019 Jul 19, 2019
Becker Capital Management Inc 104,301 $19,221k Jun 30, 2019 Aug 8, 2019
Polar Capital LLP 100,000 $18,428k Jun 30, 2019 Aug 14, 2019
Financial Counselors Inc 98,714 $18,191k Jun 30, 2019 Aug 14, 2019
Shufro ROSE & Co LLC 92,785 $17,098k Jun 30, 2019 Jul 24, 2019
Guardian Capital LP 90,537 $16,684k Jun 30, 2019 Aug 14, 2019
Pacific Heights Asset Management LLC 85,000 $15,664k Jun 30, 2019 Jul 23, 2019
Ziegler Capital Management LLC 138,965 $15,554k Sep 30, 2013 Nov 6, 2013
Cornerstone Capital Inc 83,688 $15,422k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 83,688 $15,422k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 81,740 $15,063k Jun 30, 2019 Aug 15, 2019
MAI Capital Management LLC 78,024 $14,378k Jun 30, 2019 Aug 15, 2019
Badgley Phelps and Bell Inc 75,183 $13,855k Jun 30, 2019 Jul 30, 2019
Boston Private Wealth LLC 73,590 $13,561k Jun 30, 2019 Jul 10, 2019
Edgestream Partners LP 72,237 $13,312k Jun 30, 2019 Aug 8, 2019
Pinnacle Associates Ltd 71,205 $13,122k Jun 30, 2019 Aug 5, 2019
Marco Investment Management LLC 70,586 $13,008k Jun 30, 2019 Aug 6, 2019
Carnegie Capital Asset Management LLC 68,910 $12,699k Jun 30, 2019 Jul 24, 2019
Managed Account Advisors LLC 82,622 $12,684k Jun 30, 2015 Aug 14, 2015
Baldwin Brothers Inc 66,053 $12,172k Jun 30, 2019 Jul 19, 2019
Baring International Investment Ltd 101,265 $11,987k Jun 30, 2014 Jul 21, 2014
Tocqueville Asset Management LP 64,413 $11,870k Jun 30, 2019 Jul 31, 2019
Williams Jones & Associates LLC 63,173 $11,642k Jun 30, 2019 Aug 14, 2019
Twin Capital Management Inc 62,525 $11,522k Jun 30, 2019 Aug 1, 2019
Gabelli Funds LLC 62,500 $11,518k Jun 30, 2019 Aug 2, 2019
Douglas Lane & Associates LLC 62,131 $11,449k Jun 30, 2019 Jul 8, 2019
Oak Asset Management LLC 64,963 $11,426k Jun 30, 2019 Jul 25, 2019
Round Hill Asset Management Inc 61,344 $11,304k Jun 30, 2019 Aug 13, 2019
Hunter Associates Investment Management LLC 61,084 $11,257k Jun 30, 2019 Aug 8, 2019
Mastrapasqua Asset Management Inc 59,354 $10,937k Jun 30, 2019 Aug 12, 2019
Ashfield Capital Partners LLC 58,827 $10,841k Jun 30, 2019 Jul 29, 2019
Beacon Investment Advisory Services Inc 57,844 $10,660k Jun 30, 2019 Aug 7, 2019
Cohen & Steers Capital Management Inc 66,600 $10,646k Mar 31, 2015 May 15, 2015
Kovitz Investment Group Partners LLC 57,619 $10,619k Jun 30, 2019 Aug 14, 2019
Clifford SWAN Investment Counsel LLC 56,019 $10,323k Jun 30, 2019 Aug 13, 2019
Steigerwald Gordon & KOCH Inc 55,439 $10,216k Jun 30, 2019 Jul 15, 2019
Eagle Global Advisors LLC 54,593 $10,060k Jun 30, 2019 Aug 13, 2019
Regentatlantic Capital LLC 54,523 $10,048k Jun 30, 2019 Jul 23, 2019
SKBA Capital Management LLC 54,450 $10,034k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 52,263 $9,631k Jun 30, 2019 Jul 30, 2019
Venturi Wealth Management LLC 51,705 $9,528k Jun 30, 2019 Aug 7, 2019
Davidson Investment Advisors Inc 51,264 $9,447k Jun 30, 2019 Aug 13, 2019
Madison Investment Holdings Inc 50,659 $9,335k Jun 30, 2019 Aug 13, 2019
Davenport & Company LLC 50,482 $9,303k Jun 30, 2019 Jul 10, 2019
YHB Investment Advisors Inc 49,559 $9,133k Jun 30, 2019 Jul 15, 2019
The Investment House LLC 48,806 $8,994k Jun 30, 2019 Aug 5, 2019
Bragg Financial Advisors Inc 46,276 $8,528k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 45,687 $8,419k Jun 30, 2019 Aug 13, 2019
PRIO Wealth Limited Partnership 45,391 $8,364k Jun 30, 2019 Jul 18, 2019
Frontier Wealth Management LLC 45,369 $8,361k Jun 30, 2019 Aug 16, 2019
Highland Capital Management LLC 45,027 $8,298k Jun 30, 2019 Jul 29, 2019
IFM Investors PTY Ltd 44,474 $8,196k Jun 30, 2019 Jul 16, 2019
Congress Asset Management Company LLP 42,737 $7,876k Jun 30, 2019 Aug 7, 2019
Carillon Tower Advisers Inc 42,200 $7,776k Jun 30, 2019 Aug 8, 2019
Hennessy Advisors Inc 41,100 $7,574k Jun 30, 2019 Jul 11, 2019
SIT Investment Associates Inc 40,785 $7,516k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 39,847 $7,344k Jun 30, 2019 Aug 14, 2019
Richard Bernstein Advisors LLC 38,551 $7,104k Jun 30, 2019 Aug 9, 2019
Vantage Advisors LLC 34,897 $7,078k Sep 30, 2018 Nov 9, 2018
Sentry Investment Management LLC 37,971 $6,997k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 37,971 $6,997k Jun 30, 2019 Aug 12, 2019
Sheaff Brock Investment Advisors LLC 37,158 $6,848k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 37,110 $6,839k Jun 30, 2019 Jul 22, 2019
Flippin Bruce & Porter Inc 37,052 $6,828k Jun 30, 2019 Aug 6, 2019
Capwealth Advisors LLC 37,010 $6,820k Jun 30, 2019 Aug 13, 2019
WE Donoghue & Co LLC 36,396 $6,707k Jun 30, 2019 Jul 23, 2019
Baker Avenue Asset Management LP 36,179 $6,667k Jun 30, 2019 Aug 14, 2019
LEE Danner & BASS Inc 36,153 $6,662k Jun 30, 2019 Jul 30, 2019
Wallington Asset Management LLC 35,934 $6,622k Jun 30, 2019 Aug 13, 2019
GLG LLC 37,178 $6,465k Dec 31, 2017 Feb 14, 2018
Welch & Forbes LLC 34,076 $6,279k Jun 30, 2019 Jul 12, 2019
Cohen Klingenstein LLC 33,020 $6,085k Jun 30, 2019 Jul 15, 2019
Sitrin Capital Management LLC 32,388 $5,968k Jun 30, 2019 Jul 17, 2019
The Central Trust Bank 32,346 $5,961k Jun 30, 2019 Jul 16, 2019
van Strum & Towne Inc 31,937 $5,885k Jun 30, 2019 Aug 12, 2019
Independent Investors Inc 31,832 $5,866k Jun 30, 2019 Jul 18, 2019
The Burney Company 31,073 $5,726k Jun 30, 2019 Aug 12, 2019
Endurance Wealth Management Inc 30,860 $5,687k Jun 30, 2019 Jul 30, 2019
Carderock Capital Management Inc 30,802 $5,676k Jun 30, 2019 Jul 15, 2019
Grandfield & DODD LLC 30,759 $5,668k Jun 30, 2019 Jul 29, 2019
LOWE Brockenbrough & Company Inc 30,225 $5,570k Jun 30, 2019 Aug 12, 2019
Argyle Capital Management Inc 29,119 $5,366k Jun 30, 2019 Jul 25, 2019
Violich Capital Management 28,404 $5,234k Jun 30, 2019 Jul 22, 2019
Asset Advisors Investment Management LLC 27,487 $5,065k Jun 30, 2019 Jul 25, 2019
Convergence Investment Partners LLC 27,076 $4,990k Jun 30, 2019 Jul 23, 2019
Marshwinds Advisory Company 25,441 $4,953k Dec 31, 2018 Jan 7, 2019
Horizon Investments LLC 26,834 $4,945k Jun 30, 2019 Aug 14, 2019
Affinity Investment Advisors LLC 26,762 $4,932k Jun 30, 2019 Aug 8, 2019
Malaga COVE Capital LLC 26,556 $4,894k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 26,381 $4,861k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 26,355 $4,857k Jun 30, 2019 Jul 22, 2019
Carnick & Kubik Group LLC 26,327 $4,852k Jun 30, 2019 Jul 30, 2019
Wespac Advisors Socal LLC 26,269 $4,840k Jun 30, 2019 Jul 30, 2019
Hamilton Point Investment Advisors LLC 26,079 $4,806k Jun 30, 2019 Jul 18, 2019
Winslow Asset Management Inc 26,075 $4,805k Jun 30, 2019 Jul 29, 2019
Benedict Financial Advisors Inc 26,015 $4,794k Jun 30, 2019 Aug 1, 2019
Mcguire Investment Group LLC 25,878 $4,769k Jun 30, 2019 Jul 25, 2019
Ipswich Investment Management Company Inc 25,834 $4,761k Jun 30, 2019 Jul 11, 2019
SNOW Capital Management LP 25,712 $4,738k Jun 30, 2019 Aug 13, 2019
Modera Wealth Management LLC 25,665 $4,730k Jun 30, 2019 Aug 7, 2019
Cambridge Advisors Inc 25,556 $4,710k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 25,556 $4,710k Jun 30, 2019 Jul 26, 2019
Buckley Wealth Management LLC 25,225 $4,648k Jun 30, 2019 Jul 19, 2019
VOYA Financial Advisors Inc 24,987 $4,598k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 24,538 $4,564k Jun 30, 2019 Aug 5, 2019
Cambria Investment Management LP 24,497 $4,514k Jun 30, 2019 Aug 12, 2019
Appleton Partners Inc 24,396 $4,496k Jun 30, 2019 Jul 25, 2019
Veritable LP 24,286 $4,475k Jun 30, 2019 Aug 12, 2019
Vision Capital Management Inc 23,942 $4,412k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 23,942 $4,412k Jun 30, 2019 Jul 29, 2019
Argus Investors' Counsel Inc 23,933 $4,410k Jun 30, 2019 Jul 10, 2019
Johnson Investment Counsel Inc 23,575 $4,344k Jun 30, 2019 Aug 14, 2019
The Leuthold Group LLC 23,354 $4,304k Jun 30, 2019 Aug 14, 2019
SVA Plumb Wealth Management LLC 23,302 $4,294k Jun 30, 2019 Aug 13, 2019
Cadence Capital Management LLC 23,143 $4,265k Jun 30, 2019 Aug 12, 2019
North Star Investment Management Corporation 23,108 $4,258k Jun 30, 2019 Jul 15, 2019
Palouse Capital Management Inc 22,708 $4,185k Jun 30, 2019 Aug 6, 2019
Woodley Farra Manion Portfolio Management Inc 22,612 $4,167k Jun 30, 2019 Aug 12, 2019
EQIS Capital Management Inc 21,997 $4,054k Jun 30, 2019 Jul 18, 2019
Thompson Investment Management Inc 21,897 $4,035k Jun 30, 2019 Aug 7, 2019
Dodge & COX 21,622 $3,985k Jun 30, 2019 Aug 13, 2019
Lincoln Capital Corporation 21,483 $3,959k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 21,483 $3,959k Jun 30, 2019 Jul 12, 2019
Spearhead Capital Advisors LLC 21,477 $3,958k Jun 30, 2019 Jul 17, 2019
JGP Wealth Management LLC 21,321 $3,929k Jun 30, 2019 Jul 15, 2019
Navellier & Associates Inc 20,993 $3,869k Jun 30, 2019 Jul 17, 2019
CWA Asset Management Group LLC 20,931 $3,857k Jun 30, 2019 Aug 13, 2019
Chelsea Counsel Company 20,544 $3,792k Jun 30, 2018 Oct 3, 2018
Aureus Asset Management LLC 20,153 $3,714k Jun 30, 2019 Aug 14, 2019
American Financial Network Advisory Services LLC 20,130 $3,704k Jun 30, 2019 Aug 9, 2019
Gabalex Capital Management LLC 20,000 $3,686k Jun 30, 2019 Aug 1, 2019
Choate Investment Advisors LLC 19,773 $3,644k Jun 30, 2019 Aug 14, 2019
BRAY Capital Advisors LLC 19,676 $3,626k Jun 30, 2019 Jul 29, 2019
Telemus Capital LLC 19,841 $3,601k Jun 30, 2019 Aug 9, 2019
Saratoga Research & Investment Management 19,112 $3,522k Jun 30, 2019 Jul 24, 2019
Keystone Financial Planning Inc 18,932 $3,489k Jun 30, 2019 Aug 5, 2019
Arjuna Capital LLC 18,648 $3,436k Jun 30, 2019 Aug 21, 2019
Meritage Portfolio Management Inc 18,478 $3,405k Jun 30, 2019 Jul 30, 2019
Portland Global Advisors LLC 18,192 $3,352k Jun 30, 2019 Jul 26, 2019
Guardian Investment Management LLC 18,113 $3,338k Jun 30, 2019 Aug 16, 2019
10-15 Associates Inc 18,062 $3,329k Jun 30, 2019 Aug 12, 2019
1919 Investment Counsel LLC 23,399 $3,287k Sep 30, 2014 Nov 14, 2014
Institute FOR Wealth Management LLC 17,804 $3,281k Jun 30, 2019 Aug 2, 2019
DEAN Investment Associates LLC 17,640 $3,251k Jun 30, 2019 Aug 14, 2019
Brookmont Capital Management LLC 17,490 $3,223k Jun 30, 2019 Jul 18, 2019
Telos Capital Management Inc 17,468 $3,219k Jun 30, 2019 Jul 19, 2019
Monetary Management Group Inc 17,193 $3,168k Jun 30, 2019 Aug 13, 2019
Advisor Partners LLC 17,110 $3,153k Jun 30, 2019 Jul 26, 2019
Marietta Wealth Management LLC 16,918 $3,118k Jun 30, 2019 Aug 14, 2019
Hammer Asset Management LLC 16,616 $3,062k Jun 30, 2019 Aug 6, 2019
Loudon Investment Management LLC 16,385 $3,019k Jun 30, 2019 Aug 13, 2019
USCA RIA LLC 16,272 $2,999k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 15,647 $2,883k Jun 30, 2019 Jul 10, 2019
Everence Capital Management Inc 15,637 $2,882k Jun 30, 2019 Aug 2, 2019
GLG Partners LP 16,500 $2,869k Dec 31, 2017 Feb 14, 2018
Seabridge Investment Advisors LLC 15,373 $2,833k Jun 30, 2019 Jul 18, 2019
Stillwater Investment Management LLC 15,157 $2,793k Jun 30, 2019 Jul 3, 2019
Founders Capital Management Inc 15,126 $2,787k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 15,126 $2,787k Jun 30, 2019 Jul 11, 2019
Arlington Financial Advisors LLC 14,996 $2,763k Jun 30, 2019 Aug 5, 2019
Benson Investment Management Company Inc 14,845 $2,736k Jun 30, 2019 Jul 11, 2019
Wealth Advisors of Tampa BAY LLC 14,619 $2,694k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 14,480 $2,669k Jun 30, 2019 Jul 29, 2019
Bowling Portfolio Management LLC 14,209 $2,618k Jun 30, 2019 Jul 25, 2019
Traynor Capital Management Inc 13,632 $2,540k Jun 30, 2019 Jul 26, 2019
Lejeune Puetz Investment Counsel 13,715 $2,527k Jun 30, 2019 Jul 29, 2019
Brookstone Capital Management LLC 13,712 $2,527k Jun 30, 2019 Jul 25, 2019
Dumont & Blake Investment Advisors LLC 13,577 $2,502k Jun 30, 2019 Aug 1, 2019
Payden & Rygel 13,330 $2,456k Jun 30, 2019 Aug 6, 2019
Steinberg Global Asset Management Ltd 12,850 $2,441k Mar 31, 2019 Apr 24, 2019
Brave Asset Management Inc 13,242 $2,440k Jun 30, 2019 Aug 5, 2019
FORT LP 12,728 $2,346k Jun 30, 2019 Aug 13, 2019
Altman Advisors Inc 12,709 $2,342k Jun 30, 2019 Jul 12, 2019
Stokes Capital Advisors LLC 12,611 $2,324k Jun 30, 2019 Jul 15, 2019
Global Financial Private Capital LLC 12,496 $2,303k Jun 30, 2019 Aug 14, 2019
NTV Asset Management LLC 12,319 $2,270k Jun 30, 2019 Jul 29, 2019
Buckingham Asset Management LLC 12,180 $2,244k Jun 30, 2019 Aug 5, 2019
Torray LLC 12,002 $2,212k Jun 30, 2019 Aug 8, 2019
TDAM USA Inc 11,663 $2,149k Jun 30, 2019 Aug 1, 2019
Wendell David Associates Inc 11,563 $2,131k Jun 30, 2019 Jul 16, 2019
Provise Management Group LLC 11,473 $2,114k Jun 30, 2019 Aug 9, 2019
Triangle Securities Wealth Management 11,502 $2,096k Jun 30, 2019 Jul 10, 2019
Hartline Investment Corp 11,331 $2,088k Jun 30, 2019 Aug 8, 2019
Family Legacy Inc 11,253 $2,074k Jun 30, 2019 Jul 25, 2019
ETF Managers Group LLC 11,235 $2,067k Jun 30, 2019 Aug 14, 2019
Tiedemann Advisors LLC 11,194 $2,063k Jun 30, 2019 Aug 13, 2019
Omnistar Financial Group Inc 11,118 $2,049k Jun 30, 2019 Jul 30, 2019
Moloney Securities Asset Management LLC 10,918 $2,012k Jun 30, 2019 Jul 29, 2019
1st Global Advisors Inc 11,657 $2,008k Jun 30, 2017 Aug 15, 2017
Butensky & Cohen Financial Security Inc 10,890 $2,007k Jun 30, 2019 Jul 12, 2019
West Oak Capital LLC 10,817 $1,993k Jun 30, 2019 Jul 12, 2019
Meridian Wealth Management LLC 1,073 $1,978k Jun 30, 2019 Jul 19, 2019
Wilmington Trust Investment Management LLC 16,630 $1,968k Jun 30, 2014 Aug 13, 2014
Boston Family Office LLC 10,616 $1,956k Jun 30, 2019 Jul 30, 2019
GHP Investment Advisors Inc 10,509 $1,937k Jun 30, 2019 Aug 2, 2019
Northstar Wealth Partners LLC 10,481 $1,931k Jun 30, 2019 Aug 15, 2019
Kingfisher Capital LLC 10,334 $1,904k Jun 30, 2019 Aug 14, 2019
Boston Common Asset Management LLC 10,319 $1,902k Jun 30, 2019 Jul 26, 2019
Cornell Pochily Investment Advisors Inc 10,299 $1,898k Jun 30, 2019 Jul 22, 2019
Motley FOOL Asset Management LLC 10,197 $1,879k Jun 30, 2019 Aug 14, 2019
Sanders Morris Harris LLC 10,000 $1,855k Jun 30, 2019 Jul 10, 2019
Clearstead Advisors LLC 10,061 $1,854k Jun 30, 2019 Aug 8, 2019
ZEKE Capital Advisors LLC 10,028 $1,848k Jun 30, 2019 Jul 24, 2019
Viking Fund Management LLC 10,000 $1,843k Jun 30, 2019 Jul 16, 2019
Spinnaker Investment Group LLC 9,983 $1,839k Jun 30, 2019 Jul 11, 2019
Murphy Capital Management Inc 9,949 $1,833k Jun 30, 2019 Jul 22, 2019
Annex Advisory Services LLC 9,946 $1,833k Jun 30, 2019 Jul 18, 2019
Capital Bank and Trust Company 9,911 $1,826k Jun 30, 2019 Aug 14, 2019
Systematic Financial Management LP 9,903 $1,825k Jun 30, 2019 Jul 26, 2019
New England Research & Management Inc 9,762 $1,799k Jun 30, 2019 Jul 9, 2019
FFCM LLC 9,656 $1,779k Jun 30, 2019 Jul 30, 2019
Mitchell Capital Management Co 9,577 $1,765k Jun 30, 2019 Jul 24, 2019
Bell & Brown Wealth Advisors LLC 9,498 $1,750k Jun 30, 2019 Aug 6, 2019
GWM Advisors LLC 9,486 $1,748k Jun 30, 2019 Aug 5, 2019
Hamel Associates Inc 9,475 $1,746k Jun 30, 2019 Aug 5, 2019
Bank of Hawaii 9,240 $1,703k Jun 30, 2019 Aug 15, 2019
Pathstone Family Office LLC 9,228 $1,701k Jun 30, 2019 Aug 14, 2019
Shoker Investment Counsel Inc 9,134 $1,683k Jun 30, 2019 Aug 9, 2019
Lyell Wealth Management LP 9,076 $1,673k Jun 30, 2019 Aug 1, 2019
Whitener Capital Management Inc 8,982 $1,655k Jun 30, 2019 Aug 2, 2019
Bridgecreek Investment Management LLC 8,950 $1,649k Jun 30, 2019 Aug 14, 2019
Bailard Inc 8,909 $1,642k Jun 30, 2019 Jul 26, 2019
PFG Advisors LLC 9,301 $1,631k Jun 30, 2019 Aug 5, 2019
Mairs and Power Inc 8,780 $1,618k Jun 30, 2019 Aug 14, 2019
Advisors Capital Management LLC 8,780 $1,618k Jun 30, 2019 Aug 15, 2019
OFI Advisors LLC 11,657 $1,612k Sep 30, 2015 Nov 16, 2015
LESA Sroufe & Company Inc 8,490 $1,565k Jun 30, 2019 Jul 29, 2019
Mengis Capital Management Inc 8,456 $1,558k Jun 30, 2019 Jul 18, 2019
Advanced Asset Management Advisors Inc 8,400 $1,548k Jun 30, 2019 Aug 2, 2019
Texas Yale Capital Corp 8,401 $1,548k Jun 30, 2019 Jul 24, 2019
Access Financial Services Inc 8,358 $1,540k Jun 30, 2019 Jul 24, 2019
Cleararc Capital Inc 8,301 $1,530k Jun 30, 2019 Aug 7, 2019
Abbrea Capital LLC 8,254 $1,521k Jun 30, 2019 Jul 31, 2019
Meridian Investment Counsel Inc 8,158 $1,503k Jun 30, 2019 Aug 13, 2019
Rodgers Brothers Inc 8,079 $1,489k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 8,034 $1,480k Jun 30, 2019 Aug 7, 2019
Brandes Investment Partners LP 8,012 $1,476k Jun 30, 2019 Aug 13, 2019
Green Square Capital LLC 7,991 $1,473k Jun 30, 2019 Aug 14, 2019
Woodstock Corporation 7,945 $1,464k Jun 30, 2019 Jul 3, 2019
Birinyi Associates Inc 7,927 $1,461k Jun 30, 2019 Aug 5, 2019
AJO LP 7,897 $1,455k Jun 30, 2019 Aug 14, 2019
CPWM LLC 7,843 $1,445k Jun 30, 2019 Aug 2, 2019
SNS Financial Group LLC 7,819 $1,441k Jun 30, 2019 Jul 26, 2019
Azimuth Capital Management LLC 7,808 $1,439k Jun 30, 2019 Aug 13, 2019
KMS Financial Services Inc 10,201 $1,433k Sep 30, 2014 Nov 17, 2014
Sequoia Financial Advisors LLC 7,725 $1,423k Jun 30, 2019 Jul 31, 2019
Ascension Asset Management LLC 7,625 $1,405k Jun 30, 2019 Jul 23, 2019
Granite Investment Partners LLC 7,625 $1,405k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 7,625 $1,405k Jun 30, 2019 Aug 7, 2019
Blue FIN Capital Inc 7,612 $1,402k Jun 30, 2019 Jul 22, 2019
Quantum Capital Management LLC 7,245 $1,335k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 7,240 $1,334k Jun 30, 2019 Aug 9, 2019
Crawford Investment Counsel Inc 7,202 $1,327k Jun 30, 2019 Aug 12, 2019
Investment Counsel Inc 7,421 $1,317k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 7,421 $1,317k Jun 30, 2019 Jul 29, 2019
Gilman Hill Asset Management LLC 7,082 $1,305k Jun 30, 2019 Jul 17, 2019
Oarsman Capital Inc 7,060 $1,301k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 7,000 $1,290k Jun 30, 2019 Jul 24, 2019
ST Johns Investment Management Company LLC 6,933 $1,278k Jun 30, 2019 Jul 24, 2019
Congress Park Capital LLC 7,200 $1,262k Jun 30, 2019 Aug 2, 2019
Cypress Wealth Services LLC 6,849 $1,262k Jun 30, 2019 Jul 24, 2019
Ropes Wealth Advisors LLC 6,844 $1,261k Jun 30, 2019 Jul 31, 2019
DUFF & Phelps Investment Management Co 6,815 $1,256k Jun 30, 2019 Aug 2, 2019
West Chester Capital Advisors Inc 6,772 $1,245k Jun 30, 2019 Jul 30, 2019
Level Four Advisory Services LLC 6,687 $1,232k Jun 30, 2019 Aug 14, 2019
Krueger & Catalano Capital Partners LLC 6,591 $1,215k Jun 30, 2019 Jul 22, 2019
Mission Wealth Management LP 6,553 $1,208k Jun 30, 2019 Aug 9, 2019
BOYS Arnold & Company Inc 6,499 $1,198k Jun 30, 2019 Aug 1, 2019
ALL Terrain Financial Advisors LLC 6,494 $1,197k Jun 30, 2019 Aug 14, 2019
Gratus Capital LLC 6,440 $1,187k Jun 30, 2019 Aug 7, 2019
Altfest L J & Co Inc 6,435 $1,186k Jun 30, 2019 Jul 15, 2019
Intersect Capital LLC 6,423 $1,184k Jun 30, 2019 Aug 9, 2019
The Caprock Group Inc 6,427 $1,184k Jun 30, 2019 Jul 23, 2019
Aldebaran Financial Inc 6,412 $1,182k Jun 30, 2019 Aug 14, 2019
Checchi Capital Advisers LLC 6,397 $1,179k Jun 30, 2019 Aug 6, 2019
Clear Harbor Asset Management LLC 6,336 $1,168k Jun 30, 2019 Jul 22, 2019
Pettee Investors Inc 6,273 $1,156k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 6,270 $1,155k Jun 30, 2019 Jul 26, 2019
FRED Alger Management Inc 6,263 $1,154k Jun 30, 2019 Aug 14, 2019
Breiter Capital Management Inc 6,244 $1,151k Jun 30, 2019 Aug 23, 2019
Logan Capital Management Inc 6,236 $1,149k Jun 30, 2019 Jul 24, 2019
Blackhawk Capital Partners LLC 6,236 $1,149k Jun 30, 2019 Aug 13, 2019
Brown Advisory Securities LLC 6,209 $1,146k Jun 30, 2019 Aug 12, 2019
Fluent Financial LLC 6,159 $1,135k Jun 30, 2019 Jul 29, 2019
Howard Capital Management Inc 6,144 $1,132k Jun 30, 2019 Jul 24, 2019
Auxier Asset Management LLC 6,108 $1,126k Jun 30, 2019 Aug 15, 2019
IHT Wealth Management LLC 6,086 $1,122k Jun 30, 2019 Aug 12, 2019
Wealthplan Partners Inc 5,394 $1,112k Jun 30, 2019 Aug 19, 2019
HCR Wealth Advisors 6,000 $1,105k Jun 30, 2019 Jul 25, 2019
The Renaissance Group LLC 5,958 $1,098k Jun 30, 2019 Aug 13, 2019
Renaissance Investment Group LLC 5,958 $1,098k Jun 30, 2019 Aug 13, 2019
RFG Advisory LLC 5,925 $1,095k Jun 30, 2019 Aug 23, 2019
Clear Perspective Advisors LLC 5,929 $1,093k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 5,836 $1,075k Jun 30, 2019 Aug 13, 2019
Carret Asset Management LLC 5,825 $1,073k Jun 30, 2019 Aug 12, 2019
Patton Albertson Miller Group LLC 5,406 $1,061k Jun 30, 2019 Aug 12, 2019
Trust & Investment Advisors Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Trust Advisors LLC 5,720 $1,054k Jun 30, 2019 Jul 30, 2019
Dedora Capital Inc 5,698 $1,050k Jun 30, 2019 Aug 8, 2019
Daiwa SB Investments Ltd 5,450 $1,035k Mar 31, 2019 Apr 18, 2019
Profit Investment Management LLC 5,614 $1,035k Jun 30, 2019 Jul 16, 2019
MRAZ Amerine & Associates Inc 5,488 $1,011k Jun 30, 2019 Aug 2, 2019
New Potomac Partners LLC 5,465 $1,007k Jun 30, 2019 Jul 26, 2019
Ativo Capital Management LLC 5,418 $998k Jun 30, 2019 Aug 14, 2019
BECK MACK & Oliver LLC 5,400 $995k Jun 30, 2019 Aug 13, 2019
Secrest Blakey & Associates LLC 5,364 $989k Jun 30, 2019 Aug 13, 2019
Altium Wealth Management LLC 5,281 $973k Jun 30, 2019 Jul 18, 2019
Founders Financial Securities LLC 5,251 $968k Jun 30, 2019 Jul 22, 2019
Savant Capital LLC 5,205 $959k Jun 30, 2019 Aug 6, 2019
Huber Financial Advisors LLC 5,180 $955k Jun 30, 2019 Aug 5, 2019
Folger Nolan Fleming Douglas Capital Management Inc 5,176 $954k Jun 30, 2019 Aug 9, 2019
Motley FOOL Wealth Management LLC 5,159 $951k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 5,137 $946k Jun 30, 2019 Aug 5, 2019
Sunbelt Securities Inc 5,091 $938k Jun 30, 2019 Aug 1, 2019
Stanley-Laman Group Ltd 5,037 $928k Jun 30, 2019 Aug 1, 2019
Princeton Capital Management LLC 5,023 $926k Jun 30, 2019 Aug 12, 2019
Alphastar Capital Management LLC 5,013 $924k Jun 30, 2019 Aug 14, 2019
DF DENT and Company Inc 5,006 $923k Jun 30, 2019 Aug 15, 2019
Hussman Strategic Advisors Inc 5,000 $921k Jun 30, 2019 Jul 31, 2019
West Branch Capital LLC 4,992 $920k Jun 30, 2019 Aug 5, 2019
FORT Point Capital Partners LLC 4,965 $915k Jun 30, 2019 Aug 9, 2019
Mitchell Mcleod PUGH & Williams Inc 4,956 $913k Jun 30, 2019 Jul 9, 2019
AFT Forsyth and Company Inc 4,935 $909k Jun 30, 2019 Jul 29, 2019
Bourne LENT Asset Management Inc 4,887 $901k Jun 30, 2019 Jul 29, 2019
Grace Capital 4,869 $897k Jun 30, 2019 Aug 14, 2019
Mcmahon Financial Advisors LLC 4,825 $889k Jun 30, 2019 Aug 6, 2019
Bruderman Asset Management LLC 4,772 $879k Jun 30, 2019 Aug 12, 2019
American Research & Management Company 4,764 $878k Jun 30, 2019 Jul 18, 2019
Sheets Smith Wealth Management 4,733 $872k Jun 30, 2019 Jul 12, 2019
Horizon Asset Management LLC 4,731 $872k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 4,660 $859k Jun 30, 2019 Aug 12, 2019
Johanson Financial Advisors Inc 4,619 $851k Jun 30, 2019 Jul 29, 2019
The Mathes Company Inc 4,570 $842k Jun 30, 2019 Jul 29, 2019
Duncker Streett & Co LLC 4,532 $835k Jun 30, 2019 Jul 24, 2019
Pictet North America Advisors SA 4,528 $834k Jun 30, 2019 Aug 7, 2019
Wealth Alliance Advisory Group LLC 4,726 $832k Jun 30, 2019 Jul 17, 2019
Miles Capital Inc 4,509 $831k Jun 30, 2019 Aug 13, 2019
NWAM LLC 4,413 $813k Jun 30, 2019 Jul 18, 2019
WP Advisors LLC 4,405 $812k Jun 30, 2019 Jul 23, 2019
Prospera Financial Services Inc 4,369 $809k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 4,379 $807k Jun 30, 2019 Jul 15, 2019
Taurus Asset Management LLC 4,332 $798k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 4,323 $796k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 4,285 $790k Jun 30, 2019 Jul 29, 2019
Wellington Shields & Co LLC 4,215 $777k Jun 30, 2019 Aug 8, 2019
Wilkins Investment Counsel Inc 4,000 $737k Jun 30, 2019 Aug 9, 2019
Osborne Partners Capital Management LLC 4,000 $737k Jun 30, 2019 Jul 18, 2019
Cohen Capital Management Inc 3,989 $735k Jun 30, 2019 Aug 7, 2019
Wright Investors Service Inc 3,928 $724k Jun 30, 2019 Aug 1, 2019
Anchor Capital Advisors LLC 3,885 $716k Jun 30, 2019 Aug 1, 2019
Signature Estate & Investment Advisors LLC 3,888 $716k Jun 30, 2019 Aug 1, 2019
Court Place Advisors LLC 3,870 $713k Jun 30, 2019 Jul 30, 2019
Bourgeon Capital Management LLC 3,844 $708k Jun 30, 2019 Jul 18, 2019
Waters Parkerson & Co LLC 3,838 $707k Jun 30, 2019 Aug 6, 2019
Spectrum Management Group Inc 3,771 $695k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 3,771 $695k Jun 30, 2019 Aug 2, 2019
Stearns Financial Services Group Inc 3,729 $687k Jun 30, 2019 Aug 14, 2019
Diligent Investors LLC 3,707 $683k Jun 30, 2019 Aug 1, 2019
Security Asset Management Inc 3,701 $682k Jun 30, 2019 Aug 6, 2019
BKD Wealth Advisors LLC 3,673 $677k Jun 30, 2019 Jul 10, 2019
Camelot Portfolios LLC 3,665 $675k Jun 30, 2019 Jul 19, 2019
van Hulzen Asset Management LLC 3,660 $674k Jun 30, 2019 Aug 8, 2019
Independence Advisors LLC 3,587 $661k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 3,587 $661k Jun 30, 2019 Aug 12, 2019
First National Corporation 3,575 $659k Jun 30, 2019 Jul 22, 2019
Providence Wealth Advisors LLC 3,574 $659k Jun 30, 2019 Jul 22, 2019
Cfo4Life Group LLC 3,555 $655k Jun 30, 2019 Jul 29, 2019
Evergreen Capital Management LLC 3,517 $648k Jun 30, 2019 Aug 14, 2019
Barrett Asset Management LLC 3,513 $647k Jun 30, 2019 Aug 5, 2019
Montag A & Associates Inc 3,505 $646k Jun 30, 2019 Aug 6, 2019
Heritage Investment Group Inc 3,444 $635k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 3,444 $635k Jun 30, 2019 Aug 13, 2019
First Foundation Advisors 3,409 $628k Jun 30, 2019 Aug 14, 2019
E & G Advisors LP 3,400 $627k Jun 30, 2019 Jul 12, 2019
Wealthtrust Axiom LLC 3,380 $622k Jun 30, 2019 Aug 7, 2019
Joel Isaacson & Co LLC 3,340 $615k Jun 30, 2019 Jul 11, 2019
180 Wealth Advisors LLC 3,291 $612k Jun 30, 2019 Aug 5, 2019
Shamrock Asset Management LLC 3,284 $605k Jun 30, 2019 Aug 9, 2019
Argent Capital Management LLC 3,260 $601k Jun 30, 2019 Aug 15, 2019
First Heartland Consultants Inc 3,254 $600k Jun 30, 2019 Aug 12, 2019
Vista Investment Management LLC 3,231 $595k Jun 30, 2019 Aug 14, 2019
CI Global Investments Inc 2,869 $595k Sep 30, 2018 Nov 9, 2018
Cypress Capital Management LLC 3,211 $592k Jun 30, 2019 Aug 5, 2019
Hallmark Capital Management Inc 3,209 $591k Jun 30, 2019 Aug 8, 2019
TLWM LLC 3,197 $591k Jun 30, 2019 Jul 12, 2019
Rossmore Private Capital LLC 3,195 $589k Jun 30, 2019 Aug 5, 2019
Armbruster Capital Management Inc 3,180 $586k Jun 30, 2019 Jul 18, 2019
Aspiriant LLC 3,184 $585k Jun 30, 2019 Aug 6, 2019
Hoylecohen LLC 3,153 $581k Jun 30, 2019 Aug 9, 2019
Legacy Financial Advisors Corporation 3,141 $579k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 3,141 $579k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Inc 3,141 $579k Jun 30, 2019 Jul 15, 2019
Dillon & Associates Inc 3,139 $578k Jun 30, 2019 Jul 22, 2019
The WEIL Company 3,122 $575k Jun 30, 2019 Aug 12, 2019
Dearborn Partners LLC 3,109 $573k Jun 30, 2019 Jul 29, 2019
Gillespie Robinson & Grimm Inc 3,025 $557k Jun 30, 2019 Jul 22, 2019
Family Management Corporation 3,002 $553k Jun 30, 2019 Aug 14, 2019
Elite Wealth Management Inc 3,000 $553k Jun 30, 2019 Jul 18, 2019
Lakeview Capital Partners LLC 3,002 $553k Jun 30, 2019 Aug 5, 2019
Wheatland Advisors Inc 2,975 $548k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 2,956 $545k Jun 30, 2019 Jul 25, 2019
Northside Capital Management LLC 2,946 $543k Jun 30, 2019 Jul 16, 2019
The Genwealth Group Inc 2,910 $543k Jun 30, 2019 Jul 10, 2019
HIGH Falls Advisors Inc 2,937 $541k Jun 30, 2019 Aug 15, 2019
LVW Advisors LLC 2,938 $541k Jun 30, 2019 Aug 14, 2019
American Financial Advisors Inc 2,913 $537k Jun 30, 2019 Aug 12, 2019
American Trust Investment Advisors LLC 2,913 $537k Jun 30, 2019 Aug 12, 2019
American Financial Advisors LLC 2,913 $537k Jun 30, 2019 Aug 12, 2019
Darrell & King LLC 2,916 $537k Jun 30, 2019 Aug 15, 2019
Columbus Macro LLC 2,881 $531k Jun 30, 2019 Jul 16, 2019
DEAN Capital Management LLC 2,873 $529k Jun 30, 2019 Aug 12, 2019
DEAN Capital Investments Management LLC 2,873 $529k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 2,854 $526k Jun 30, 2019 Jul 24, 2019
East Coast Asset Management LLC 2,852 $526k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 2,813 $518k Jun 30, 2019 Aug 2, 2019
Highvista Strategies LLC 2,800 $516k Jun 30, 2019 Aug 14, 2019
Greatmark Investment Partners Inc 2,773 $511k Jun 30, 2019 Aug 5, 2019
Nelson Roberts Investment Advisors LLC 2,721 $501k Jun 30, 2019 Jul 25, 2019
Schafer Cullen Capital Management Inc 2,860 $500k Jun 30, 2019 Jul 30, 2019
Perritt Capital Management Inc 2,698 $497k Jun 30, 2019 Aug 13, 2019
Curbstone Financial Management Corporation 2,690 $496k Jun 30, 2019 Jul 9, 2019
Vontobel Swiss Wealth Advisors AG 2,687 $495k Jun 30, 2019 Aug 12, 2019
Cottage Street Advisors LLC 2,654 $489k Jun 30, 2019 Aug 2, 2019
Jackson Grant Investment Advisers Inc 2,574 $474k Jun 30, 2019 Aug 13, 2019
F3Logic LLC 2,547 $472k Jun 30, 2019 Aug 2, 2019
Pillar Pacific Capital Management LLC 2,555 $471k Jun 30, 2019 Aug 7, 2019
Beech Hill Advisors Inc 2,558 $471k Jun 30, 2019 Jul 15, 2019
Marble Harbor Investment Counsel LLC 2,528 $466k Jun 30, 2019 Aug 7, 2019
Neuberger Berman Breton Hill ULC 2,500 $466k Sep 30, 2017 Nov 3, 2017
Shepherd Kaplan Krochuk LLC 2,476 $456k Jun 30, 2019 Aug 12, 2019
SOL Capital Management Co 2,430 $448k Jun 30, 2019 Jul 17, 2019
The Northstar Group Inc 2,415 $445k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 2,415 $445k Jun 30, 2019 Jul 12, 2019
Benin Management Corp 2,385 $440k Jun 30, 2019 Jul 31, 2019
Palladium Partners LLC 2,375 $438k Jun 30, 2019 Aug 7, 2019
Apriem Advisors 2,359 $435k Jun 30, 2019 Aug 14, 2019
Zevenbergen Capital Investments LLC 2,360 $435k Jun 30, 2019 Aug 13, 2019
Summit Financial Wealth Advisors LLC 2,342 $432k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,342 $432k Jun 30, 2019 Jul 16, 2019
BSW Wealth Partners LLC 2,327 $429k Jun 30, 2019 Aug 13, 2019
Obermeyer WOOD Investment Counsel LLLP 2,300 $424k Jun 30, 2019 Aug 13, 2019
Midwest Professional Planners Ltd 2,256 $416k Jun 30, 2019 Aug 12, 2019
Wells Trecaso Financial Group LLC 2,239 $413k Jun 30, 2019 Jul 22, 2019
Mckinley Carter Wealth Services Inc 2,201 $406k Jun 30, 2019 Aug 2, 2019
BHK Investment Advisors LLC 2,197 $405k Jun 30, 2019 Aug 2, 2019
Quest Investment Management LLC 2,192 $404k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 2,171 $400k Jun 30, 2019 Aug 6, 2019
SSI Investment Management Inc 2,142 $397k Jun 30, 2019 Aug 12, 2019
Janney Capital Management LLC 2,133 $393k Jun 30, 2019 Jul 29, 2019
Evermay Wealth Management LLC 2,100 $387k Jun 30, 2019 Jul 23, 2019
Evanson Asset Management LLC 2,092 $386k Jun 30, 2019 Jul 11, 2019
Weiss Asset Management LP 2,086 $384k Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 2,051 $378k Jun 30, 2019 Aug 21, 2019
Miracle MILE Advisors LLC 2,028 $374k Jun 30, 2019 Aug 7, 2019
Symphony Asset Management LLC 2,013 $371k Jun 30, 2019 Aug 14, 2019
Stewart & Patten Co LLC 2,000 $369k Jun 30, 2019 Jul 17, 2019
Plancorp LLC 1,978 $364k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 1,972 $363k Jun 30, 2019 Jul 19, 2019
Birch Hill Investment Advisors LLC 1,963 $362k Jun 30, 2019 Jul 22, 2019
ALTA Capital Management LLC 1,962 $361k Jun 30, 2019 Jul 26, 2019
Eagle Ridge Investment Management LLC 1,948 $359k Jun 30, 2019 Aug 1, 2019
Connecticut Wealth Management LLC 1,946 $359k Jun 30, 2019 Jul 29, 2019
Kaizen Advisory LLC 1,837 $358k Dec 31, 2018 Feb 15, 2019
Howland Capital Management LLC 1,915 $353k Jun 30, 2019 Jul 17, 2019
Woodmont Investment Counsel LLC 1,912 $352k Jun 30, 2019 Aug 14, 2019
Torch Wealth Management LLC 1,900 $350k Jun 30, 2019 Aug 2, 2019
CCM Investment Advisers LLC 1,885 $347k Jun 30, 2019 Aug 5, 2019
Weybosset Research & Management LLC 1,875 $346k Jun 30, 2019 Jul 22, 2019
SFMG LLC 1,959 $343k Jun 30, 2019 Aug 5, 2019
Goelzer Investment Management Inc 1,858 $342k Jun 30, 2019 Jul 29, 2019
Cornerstone Advisory LLC 1,853 $342k Jun 30, 2019 Aug 8, 2019
Accredited Investors Inc 1,838 $339k Jun 30, 2019 Aug 13, 2019
B Riley Wealth Management Inc 1,832 $338k Jun 30, 2019 Aug 14, 2019
Cheviot Value Management LLC 1,824 $336k Jun 30, 2019 Aug 14, 2019
LLBH Private Wealth Management LLC 1,811 $334k Jun 30, 2019 Aug 13, 2019
Regent Investment Management LLC 1,800 $332k Jun 30, 2019 Jul 15, 2019
Vivaldi Capital Management LLC 1,786 $329k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 1,782 $328k Jun 30, 2019 Jul 17, 2019
BTR Capital Management Inc 1,772 $327k Jun 30, 2019 Jul 18, 2019
Tokio Marine Asset Management USA Ltd 1,773 $327k Jun 30, 2019 Jul 25, 2019
Calton & Associates Inc 1,770 $326k Jun 30, 2019 Jul 9, 2019
Crescent Grove Advisors LLC 1,767 $326k Jun 30, 2019 Aug 6, 2019
Ancora Family Wealth Advisors LLC 1,937 $323k Sep 30, 2016 Nov 4, 2016
Fenimore Asset Management Inc 1,737 $320k Jun 30, 2019 Jul 16, 2019
Homrich & BERG Inc 1,730 $319k Jun 30, 2019 Aug 5, 2019
Ridgewood Investments LLC 1,726 $318k Jun 30, 2019 Jul 12, 2019
The Fiduciary Group LLC 1,723 $318k Jun 30, 2019 Aug 14, 2019
Arlington Partners LLC 1,715 $316k Jun 30, 2019 Jul 10, 2019
Brightworth LLC 1,716 $316k Jun 30, 2019 Jul 31, 2019
Santori & Peters Inc 1,706 $314k Jun 30, 2019 Jul 30, 2019
Rothschild & Co Asset Management US Inc 1,700 $313k Jun 30, 2019 Jul 25, 2019
Successful Portfolios LLC 1,694 $312k Jun 30, 2019 Jul 11, 2019
UNIO Capital LLC 1,671 $311k Jun 30, 2019 Aug 14, 2019
Biltmore Family Office LLC 1,690 $311k Jun 30, 2019 Jul 31, 2019
IMS Capital Management Inc 1,682 $310k Jun 30, 2019 Aug 14, 2019
Doliver Capital Advisors LP 1,672 $308k Jun 30, 2019 Jul 25, 2019
Accuvest Global Advisors 1,643 $303k Jun 30, 2019 Jul 17, 2019
Cetera Investment Advisers LLC 1,633 $302k Jun 30, 2019 Aug 12, 2019
Glacier Peak Capital LLC 1,626 $300k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 1,620 $299k Jun 30, 2019 Jul 24, 2019
First Western Capital Management Company 1,590 $293k Jun 30, 2019 Aug 14, 2019
Oberweis Asset Management Inc 1,582 $292k Jun 30, 2019 Aug 14, 2019
Kelman Lazarov Inc 1,557 $287k Jun 30, 2019 Jul 22, 2019
Blue CHIP Wealth Management Inc 1,554 $286k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 1,538 $283k Jun 30, 2019 Jul 29, 2019
The London Company of Virginia LLC 1,517 $280k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 1,521 $280k Jun 30, 2019 Aug 7, 2019
Bienville Capital Management LLC 1,502 $277k Jun 30, 2019 Aug 14, 2019
PENN Davis Mcfarland Inc 1,500 $276k Jun 30, 2019 Jul 16, 2019
Thomas Story and SON LLC 1,500 $276k Jun 30, 2019 Jul 29, 2019
Harbour Capital Advisors LLC 1,494 $275k Jun 30, 2019 Jul 10, 2019
Mcrae Capital Management Inc 1,486 $274k Jun 30, 2019 Jul 29, 2019
The Roosevelt Investment Group Inc 1,485 $274k Jun 30, 2019 Aug 8, 2019
Highland Private Wealth Management 1,485 $274k Jun 30, 2019 Aug 13, 2019
Tiemann Investment Advisors LLC 1,469 $271k Jun 30, 2019 Aug 13, 2019
SRB Corporation 1,454 $268k Jun 30, 2019 Aug 14, 2019
Oxbow Advisors LLC 1,445 $266k Jun 30, 2019 Aug 7, 2019
Vista Private Wealth Partners LLC 1,303 $265k Jun 30, 2019 Aug 27, 2019
Hall Capital Management Company Inc 1,429 $263k Jun 30, 2019 Aug 14, 2019
Probity Advisors Inc 1,425 $263k Jun 30, 2019 Aug 8, 2019
Campbell & Company Investment Adviser LLC 1,410 $260k Jun 30, 2019 Jul 10, 2019
White Lighthouse Investment Management Inc 1,400 $258k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 1,395 $257k Jun 30, 2019 Aug 9, 2019
Parthenon LLC 1,363 $251k Jun 30, 2019 Jul 29, 2019
Edgemoor Investment Advisors Inc 1,350 $249k Jun 30, 2019 Aug 9, 2019
Lehman Financial Resources Inc 1,205 $249k Sep 30, 2018 Nov 14, 2018
Stone RUN Capital LLC 1,350 $249k Jun 30, 2019 Aug 14, 2019
Capital Investment Counsel Inc 1,330 $245k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 1,330 $245k Jun 30, 2019 Jul 26, 2019
Conestoga Capital Advisors LLC 1,330 $245k Jun 30, 2019 Aug 2, 2019
PURE Financial Advisors Inc 1,316 $243k Jun 30, 2019 Jul 11, 2019
KCS Wealth Advisory LLC 1,312 $242k Jun 30, 2019 Jul 29, 2019
Strategic Advisors LLC 1,288 $237k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 1,288 $237k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 1,288 $237k Jun 30, 2019 Jul 22, 2019
Murphy Pohlad Asset Management LLC 1,278 $235k Jun 30, 2019 Aug 6, 2019
Penobscot Investment Management Company Inc 1,246 $230k Jun 30, 2019 Aug 2, 2019
Twin Focus Capital Partners LLC 1,244 $229k Jun 30, 2019 Aug 14, 2019
Trillium Asset Management LLC 1,232 $227k Jun 30, 2019 Aug 8, 2019
The O'Dell Group LLC 1,231 $227k Jun 30, 2019 Jul 24, 2019
Nicholas Hoffman & Company LLC 1,207 $222k Jun 30, 2019 Aug 12, 2019
Provident Investment Management Inc 1,200 $221k Jun 30, 2019 Aug 8, 2019
Measured Wealth Private Client Group LLC 1,200 $221k Jun 30, 2019 Jul 26, 2019
Cribstone Capital Management LLC 1,199 $221k Jun 30, 2019 Jul 22, 2019
Keeley-Teton Advisors LLC 1,200 $221k Jun 30, 2019 Aug 12, 2019
Boston Research and Management Inc 1,180 $217k Jun 30, 2019 Aug 7, 2019
Harvest Capital Management Inc 1,168 $215k Jun 30, 2019 Aug 7, 2019
Alpha Windward LLC 1,213 $214k Jun 30, 2019 Jul 30, 2019
Fulcrum Capital LLC 1,150 $212k Jun 30, 2019 Jul 29, 2019
JAG Capital Management LLC 1,145 $211k Jun 30, 2019 Jul 22, 2019
Gables Capital Management Inc 1,133 $209k Jun 30, 2019 Jul 31, 2019
RAAB & Moskowitz Asset Management LLC 1,126 $207k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 1,102 $204k Jun 30, 2019 Aug 2, 2019
Salem Capital Management Inc 1,100 $203k Jun 30, 2019 Jul 9, 2019
Wellington Shields Capital Management LLC 1,100 $203k Jun 30, 2019 Aug 8, 2019
Deroy & Devereaux Private Investment Counsel Inc 1,090 $201k Jun 30, 2019 Jul 22, 2019
First Light Asset Management LLC 1,092 $201k Jun 30, 2019 Aug 14, 2019
Valmark Advisers Inc 1,085 $200k Jun 30, 2019 Aug 7, 2019
Midas Management Corporation 1,000 $184k Jun 30, 2019 Jul 9, 2019
Point72 Asset Management LP 1,000 $184k Jun 30, 2019 Aug 14, 2019
New England Asset Management Inc 970 $179k Jun 30, 2019 Aug 14, 2019
Transamerica Financial Advisors Inc 830 $153k Jun 30, 2019 Aug 21, 2019
DT Investment Partners LLC 784 $144k Jun 30, 2019 Jul 30, 2019
Drexel Morgan & Co 750 $138k Jun 30, 2019 Aug 8, 2019
Thomas J Herzfeld Advisors Inc 700 $129k Jun 30, 2019 Aug 13, 2019
Mcilrath & ECK LLC 627 $119k Jun 30, 2019 Aug 8, 2019
Cornerstone Wealth Management LLC 512 $95k Jun 30, 2019 Aug 2, 2019
First National Bank of Omaha 489 $90k Jun 30, 2019 Jul 10, 2019
Kavar Capital Partners LLC 440 $81k Jun 30, 2019 Aug 1, 2019
Stevens First Principles Investment Advisors 357 $66k Jun 30, 2019 Jul 22, 2019
Concorde Asset Management LLC 358 $66k Jun 30, 2019 Aug 8, 2019
Shine Investment Advisory Services Inc 320 $59k Jun 30, 2019 Jul 25, 2019
Claraphi Advisory Network LLC 260 $48k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group Inc 250 $46k Jun 30, 2019 Jul 29, 2019
Cambridge Financial Group LLC 250 $46k Jun 30, 2019 Jul 29, 2019
Cranbrook Wealth Management LLC 245 $45k Jun 30, 2019 Aug 7, 2019
MARK Sheptoff Financial Planning LLC 239 $44k Jun 30, 2019 Aug 12, 2019
North Star Asset Management Inc 210 $39k Jun 30, 2019 Aug 12, 2019
Meyer Handelman Company LLC 200 $37k Jun 30, 2019 Jul 23, 2019
Tortoise Investment Management LLC 200 $37k Jun 30, 2019 Aug 7, 2019
Partnervest Advisory Services LLC 170 $31k Jun 30, 2019 Aug 7, 2019
Arbor Wealth Management LLC 168 $31k Jun 30, 2019 Jul 16, 2019
Prime Capital Investment Advisors LLC 126 $23k Jun 30, 2019 Aug 6, 2019
Pagnatokarp Partners LLC 2,000 $21k Call Jun 30, 2019 Aug 8, 2019
South Texas Money Management Ltd 107 $20k Jun 30, 2019 Jul 2, 2019
Hollencrest Capital Management LLC 100 $18k Jun 30, 2019 Jul 18, 2019
Summit Financial Group Inc 100 $18k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 100 $18k Jun 30, 2019 Jul 3, 2019
The Pacific Center FOR Financial Services 80 $15k Jun 30, 2019 Aug 15, 2019
Cornercap Investment Counsel Inc 58 $11k Jun 30, 2019 Aug 14, 2019
Larson Financial Group LLC 51 $9k Jun 30, 2019 Jul 16, 2019
Lifeplan Financial Group Inc 32 $6k Jun 30, 2019 Jul 15, 2019
Winch Advisory Services LLC 28 $5k Jun 30, 2019 Aug 7, 2019
Accurate Investment Solutions Inc 20 $4k Jun 30, 2019 Jul 12, 2019
Gyroscope Capital Management Group LLC 1,100 $1k Put Jun 30, 2019 Jul 11, 2019
Moors & Cabot Inc 1,100 $1k Put Jun 30, 2019 Jul 18, 2019
Kovack Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019
Dynamic Advisor Solutions LLC 200 $0k Put Jun 30, 2019 Aug 13, 2019
Kovack International Advisors Inc 1 $0k Call Jun 30, 2019 Aug 14, 2019

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