ANTHEM INC
(036752103)
Funds Reporting Holdings of ANTHEM INC according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Cantab Capital Partners LLP | 16,134 | $3,064,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Viking Global Investors LP | 5,198,006 | $1,466,929k | Jun 30, 2019 | Aug 14, 2019 | |
| Sanders Capital LLC | 2,196,547 | $696,954k | Jun 30, 2019 | Jul 23, 2019 | |
| First Eagle Investment Management LLC | 1,679,615 | $474,004k | Jun 30, 2019 | Aug 13, 2019 | |
| Artisan Partners Limited Partnership | 1,608,565 | $453,953k | Jun 30, 2019 | Aug 9, 2019 | |
| CI Global Investments Inc | 1,305,045 | $357,648k | Sep 30, 2018 | Nov 9, 2018 | |
| Vulcan Value Partners LLC | 1,174,036 | $331,325k | Jun 30, 2019 | Aug 14, 2019 | |
| Farallon Capital Management LLC | 1,050,000 | $296,321k | Jun 30, 2019 | Aug 14, 2019 | |
| Glenview Capital Management LLC | 870,817 | $245,753k | Jun 30, 2019 | Aug 14, 2019 | |
| Hotchkis and Wiley Capital Management LLC | 857,911 | $242,111k | Jun 30, 2019 | Aug 14, 2019 | |
| Yacktman Asset Management LP | 741,333 | $209,212k | Jun 30, 2019 | Aug 2, 2019 | |
| Focused Investors LLC | 639,400 | $180,445k | Jun 30, 2019 | Jul 16, 2019 | |
| Janus Capital Management LLC | 1,045,725 | $172,936k | Mar 31, 2017 | May 16, 2017 | |
| Investec Asset Management Limited | 648,507 | $172,234k | Jun 30, 2019 | Jul 30, 2019 | |
| Waddell & REED Inc | 367,859 | $103,813k | Jun 30, 2019 | Aug 14, 2019 | |
| Orbimed Advisors LLC | 361,600 | $102,047k | Jun 30, 2019 | Aug 14, 2019 | |
| Polar Capital LLP | 317,780 | $89,681k | Jun 30, 2019 | Aug 14, 2019 | |
| Highline Capital Management LP | 246,000 | $69,424k | Jun 30, 2019 | Aug 14, 2019 | |
| Pointstate Capital LP | 212,527 | $59,977k | Jun 30, 2019 | Aug 14, 2019 | |
| Partner Fund Management LP | 189,219 | $53,399k | Jun 30, 2019 | Aug 14, 2019 | |
| Redmile Group LLC | 183,500 | $51,786k | Jun 30, 2019 | Aug 14, 2019 | |
| Locust WOOD Capital Advisers LLC | 183,334 | $51,739k | Jun 30, 2019 | Jul 24, 2019 | |
| Holocene Advisors LP | 169,460 | $47,823k | Jun 30, 2019 | Aug 14, 2019 | |
| Morningstar Investment Services LLC | 153,529 | $43,327k | Jun 30, 2019 | Aug 13, 2019 | |
| Healthcor Management LP | 151,220 | $42,676k | Jun 30, 2019 | Aug 14, 2019 | |
| Cramer Rosenthal Mcglynn LLC | 134,564 | $37,975k | Jun 30, 2019 | Aug 13, 2019 | |
| Capital Guardian Trust Company | 124,479 | $35,129k | Jun 30, 2019 | Aug 14, 2019 | |
| ZWJ Investment Counsel Inc | 121,839 | $34,384k | Jun 30, 2019 | Jul 24, 2019 | |
| Bloom Tree Partners LLC | 121,283 | $34,227k | Jun 30, 2019 | Aug 13, 2019 | |
| TODD Asset Management LLC | 115,504 | $32,596k | Jun 30, 2019 | Aug 6, 2019 | |
| Hosking Partners LLP | 112,239 | $31,675k | Jun 30, 2019 | Aug 13, 2019 | |
| Tavio Capital LLC | 104,849 | $29,589k | Jun 30, 2019 | Aug 13, 2019 | |
| Tekla Capital Management LLC | 103,456 | $29,196k | Jun 30, 2019 | Aug 14, 2019 | |
| Polaris Greystone Financial Group LLC | 100,086 | $28,296k | Jun 30, 2019 | Jul 25, 2019 | |
| Seizert Capital Partners LLC | 99,272 | $28,016k | Jun 30, 2019 | Aug 6, 2019 | |
| Hoplite Capital Management LP | 86,768 | $24,487k | Jun 30, 2019 | Aug 14, 2019 | |
| Foresters Investment Management Company Inc | 74,505 | $21,026k | Jun 30, 2019 | Aug 12, 2019 | |
| Lateef Investment Management LP | 74,308 | $20,970k | Jun 30, 2019 | Aug 12, 2019 | |
| Dupont Capital Management Corp | 69,227 | $19,537k | Jun 30, 2019 | Jul 30, 2019 | |
| Clark Capital Management Group Inc | 68,967 | $19,463k | Jun 30, 2019 | Jul 12, 2019 | |
| Eagle Global Advisors LLC | 66,901 | $18,880k | Jun 30, 2019 | Aug 13, 2019 | |
| Hallmark Capital Management Inc | 66,517 | $18,772k | Jun 30, 2019 | Aug 8, 2019 | |
| Regentatlantic Capital LLC | 61,811 | $17,444k | Jun 30, 2019 | Jul 23, 2019 | |
| Archon Partners LLC | 60,000 | $16,933k | Jun 30, 2019 | Aug 14, 2019 | |
| Deerfield Management Company LP Series C | 53,000 | $14,957k | Jun 30, 2019 | Aug 14, 2019 | |
| DSAM Partners London Ltd | 52,845 | $14,913k | Jun 30, 2019 | Aug 14, 2019 | |
| Advisors Capital Management LLC | 52,246 | $14,744k | Jun 30, 2019 | Aug 15, 2019 | |
| Capital Bank and Trust Company | 51,237 | $14,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Auxier Asset Management LLC | 48,299 | $13,630k | Jun 30, 2019 | Aug 15, 2019 | |
| Stanley Capital Management LLC | 45,900 | $12,953k | Jun 30, 2019 | Aug 14, 2019 | |
| Bridgewater Associates LP | 44,334 | $12,511k | Jun 30, 2019 | Aug 13, 2019 | |
| 10-15 Associates Inc | 44,149 | $12,459k | Jun 30, 2019 | Aug 12, 2019 | |
| Stevens Capital Management LP | 41,622 | $11,746k | Jun 30, 2019 | Jul 31, 2019 | |
| Steigerwald Gordon & KOCH Inc | 41,582 | $11,735k | Jun 30, 2019 | Jul 15, 2019 | |
| Gabelli Funds LLC | 39,500 | $11,147k | Jun 30, 2019 | Aug 2, 2019 | |
| Boston Private Wealth LLC | 38,482 | $10,860k | Jun 30, 2019 | Jul 10, 2019 | |
| Twin Capital Management Inc | 38,460 | $10,854k | Jun 30, 2019 | Aug 1, 2019 | |
| LOWE Brockenbrough & Company Inc | 37,334 | $10,536k | Jun 30, 2019 | Aug 12, 2019 | |
| First Foundation Advisors | 36,245 | $10,229k | Jun 30, 2019 | Aug 14, 2019 | |
| Palladium Partners LLC | 34,729 | $9,801k | Jun 30, 2019 | Aug 7, 2019 | |
| TT International | 32,898 | $9,284k | Jun 30, 2019 | Aug 12, 2019 | |
| GLG LLC | 40,273 | $9,062k | Dec 31, 2017 | Feb 14, 2018 | |
| The Swarthmore Group Inc | 32,050 | $9,045k | Jun 30, 2019 | Jul 25, 2019 | |
| Origin Asset Management LLP | 30,850 | $8,706k | Jun 30, 2019 | Aug 9, 2019 | |
| Smith Graham & Co Investment Advisors LP** | 30,587 | $8,632k | Jun 30, 2019 | Jul 30, 2019 | |
| Punch & Associates Investment Management Inc | 30,437 | $8,590k | Jun 30, 2019 | Aug 14, 2019 | |
| Channing Capital Management LLC | 29,512 | $8,329k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Investment Research Advisors Inc | 29,374 | $8,290k | Jun 30, 2019 | Aug 15, 2019 | |
| SIO Capital Management LLC | 29,339 | $8,280k | Jun 30, 2019 | Aug 14, 2019 | |
| Richard Bernstein Advisors LLC | 27,192 | $7,673k | Jun 30, 2019 | Aug 9, 2019 | |
| Pacer Advisors Inc | 25,079 | $7,078k | Jun 30, 2019 | Aug 12, 2019 | |
| Sivik Global Healthcare LLC | 25,000 | $7,055k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategic Financial Services Inc | 23,995 | $6,772k | Jun 30, 2019 | Aug 13, 2019 | |
| Partners Capital Investment Group LLP | 23,917 | $6,750k | Jun 30, 2019 | Aug 12, 2019 | |
| Bowling Portfolio Management LLC | 23,599 | $6,660k | Jun 30, 2019 | Jul 25, 2019 | |
| Miracle MILE Advisors LLC | 23,441 | $6,615k | Jun 30, 2019 | Aug 7, 2019 | |
| Cornerstone Advisors Inc | 23,000 | $6,601k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 23,000 | $6,601k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 23,000 | $6,601k | Mar 31, 2019 | May 13, 2019 | |
| OFI Advisors LLC | 44,159 | $6,182k | Sep 30, 2015 | Nov 16, 2015 | |
| Highland Capital Management LLC | 20,674 | $5,834k | Jun 30, 2019 | Jul 29, 2019 | |
| PAR Capital Management Inc | 20,000 | $5,644k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiger Legatus Capital Management LLC | 20,000 | $5,644k | Jun 30, 2019 | Aug 14, 2019 | |
| Rock Springs Capital Management LP | 20,000 | $5,644k | Jun 30, 2019 | Aug 14, 2019 | |
| Davenport & Company LLC | 19,680 | $5,554k | Jun 30, 2019 | Jul 10, 2019 | |
| The Leuthold Group LLC | 18,861 | $5,323k | Jun 30, 2019 | Aug 14, 2019 | |
| IFM Investors PTY Ltd | 18,063 | $5,098k | Jun 30, 2019 | Jul 16, 2019 | |
| FFCM LLC | 17,816 | $5,028k | Jun 30, 2019 | Jul 30, 2019 | |
| ZEKE Capital Advisors LLC | 16,902 | $4,770k | Jun 30, 2019 | Jul 24, 2019 | |
| Cambria Investment Management LP | 16,857 | $4,757k | Jun 30, 2019 | Aug 12, 2019 | |
| Summit Financial Wealth Advisors LLC | 16,487 | $4,653k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 16,487 | $4,653k | Jun 30, 2019 | Jul 16, 2019 | |
| Managed Account Advisors LLC | 26,363 | $4,327k | Jun 30, 2015 | Aug 14, 2015 | |
| Zweig-Dimenna Associates LLC | 15,165 | $4,280k | Jun 30, 2019 | Jul 10, 2019 | |
| Guardian Capital Advisors LP | 15,100 | $4,269k | Jun 30, 2019 | Aug 14, 2019 | |
| Greatmark Investment Partners Inc | 14,869 | $4,196k | Jun 30, 2019 | Aug 5, 2019 | |
| Parsec Financial Management Inc | 14,835 | $4,187k | Jun 30, 2019 | Jul 23, 2019 | |
| Sovarnum Capital LP | 14,700 | $4,148k | Jun 30, 2019 | Aug 14, 2019 | |
| Panagora Asset Management Inc | 14,137 | $3,990k | Jun 30, 2019 | Aug 9, 2019 | |
| Alexandria Capital LLC | 14,036 | $3,961k | Jun 30, 2019 | Aug 12, 2019 | |
| ICON Advisers Inc | 13,800 | $3,894k | Jun 30, 2019 | Aug 2, 2019 | |
| FRED Alger Management Inc | 13,525 | $3,817k | Jun 30, 2019 | Aug 14, 2019 | |
| QS Investors LLC | 13,506 | $3,812k | Jun 30, 2019 | Aug 14, 2019 | |
| Element Capital Management LLC | 13,498 | $3,809k | Jun 30, 2019 | Aug 14, 2019 | |
| Chartwell Investment Partners LLC | 12,865 | $3,631k | Jun 30, 2019 | Aug 19, 2019 | |
| Carnick & Kubik Group LLC | 12,036 | $3,397k | Jun 30, 2019 | Jul 30, 2019 | |
| Weiss Multi-Strategy Advisers LLC | 12,000 | $3,387k | Jun 30, 2019 | Aug 14, 2019 | |
| NEXT Century Growth Investors LLC | 11,589 | $3,270k | Jun 30, 2019 | Aug 14, 2019 | |
| ARP Americas LP | 11,056 | $3,120k | Jun 30, 2019 | Jul 29, 2019 | |
| Northpointe Capital LLC | 10,764 | $3,038k | Jun 30, 2019 | Jul 26, 2019 | |
| BKD Wealth Advisors LLC | 10,271 | $2,898k | Jun 30, 2019 | Jul 10, 2019 | |
| Benedict Financial Advisors Inc | 9,878 | $2,788k | Jun 30, 2019 | Aug 1, 2019 | |
| Wakefield Asset Management LLLP | 9,755 | $2,753k | Jun 30, 2019 | Aug 13, 2019 | |
| Bowie Capital Management LLC | 9,000 | $2,540k | Jun 30, 2019 | Aug 9, 2019 | |
| FORT LP | 8,961 | $2,529k | Jun 30, 2019 | Aug 13, 2019 | |
| Annex Advisory Services LLC | 8,471 | $2,391k | Jun 30, 2019 | Jul 18, 2019 | |
| Dowling & Yahnke LLC | 8,405 | $2,372k | Jun 30, 2019 | Jul 22, 2019 | |
| Mckinley Carter Wealth Services Inc | 8,328 | $2,350k | Jun 30, 2019 | Aug 2, 2019 | |
| Advisor Partners LLC | 8,008 | $2,260k | Jun 30, 2019 | Jul 26, 2019 | |
| Integre Asset Management LLC | 7,732 | $2,182k | Jun 30, 2019 | Aug 14, 2019 | |
| Courage Capital Management LLC | 7,500 | $2,117k | Jun 30, 2019 | Aug 14, 2019 | |
| Bragg Financial Advisors Inc | 7,341 | $2,072k | Jun 30, 2019 | Aug 14, 2019 | |
| Algert Global LLC | 7,013 | $1,979k | Jun 30, 2019 | Aug 14, 2019 | |
| The Colony Group LLC | 6,992 | $1,973k | Jun 30, 2019 | Aug 19, 2019 | |
| Systematic Financial Management LP | 6,760 | $1,908k | Jun 30, 2019 | Jul 26, 2019 | |
| Bayesian Capital Management LP | 6,261 | $1,767k | Jun 30, 2019 | Aug 13, 2019 | |
| Investment Counselors of Maryland LLC | 6,240 | $1,761k | Jun 30, 2019 | Aug 5, 2019 | |
| Sentry Investment Management LLC | 6,180 | $1,744k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 6,180 | $1,744k | Jun 30, 2019 | Aug 12, 2019 | |
| USA Financial Portformulas Corporation | 5,847 | $1,678k | Jun 30, 2019 | Aug 12, 2019 | |
| Kovitz Investment Group Partners LLC | 5,657 | $1,597k | Jun 30, 2019 | Aug 14, 2019 | |
| Stonebridge Capital Advisors LLC | 5,625 | $1,587k | Jun 30, 2019 | Aug 15, 2019 | |
| Vista Investment Management LLC | 5,526 | $1,559k | Jun 30, 2019 | Aug 14, 2019 | |
| Daiwa SB Investments USA Ltd | 5,220 | $1,498k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 5,220 | $1,498k | Mar 31, 2019 | Apr 18, 2019 | |
| Pinkerton Retirement Specialists LLC | 5,111 | $1,442k | Jun 30, 2019 | Aug 6, 2019 | |
| Westbourne Investment Advisors Inc | 5,089 | $1,436k | Jun 30, 2019 | Jul 22, 2019 | |
| Steinberg Global Asset Management Ltd | 4,789 | $1,374k | Mar 31, 2019 | Apr 24, 2019 | |
| Tufton Capital Management LLC | 4,500 | $1,269k | Jun 30, 2019 | Jul 26, 2019 | |
| Chesley TAFT & Associates LLC | 4,335 | $1,223k | Jun 30, 2019 | Jul 10, 2019 | |
| Conning Inc | 4,299 | $1,213k | Jun 30, 2019 | Jul 25, 2019 | |
| Biltmore Wealth Management LLC | 4,229 | $1,193k | Jun 30, 2019 | Jul 23, 2019 | |
| Savant Capital LLC | 4,043 | $1,141k | Jun 30, 2019 | Aug 6, 2019 | |
| Cypress Capital Management LLC | 4,029 | $1,137k | Jun 30, 2019 | Aug 5, 2019 | |
| Shepherd Kaplan Krochuk LLC | 3,930 | $1,109k | Jun 30, 2019 | Aug 12, 2019 | |
| Violich Capital Management | 3,870 | $1,092k | Jun 30, 2019 | Jul 22, 2019 | |
| Acropolis Investment Management LLC | 3,868 | $1,092k | Jun 30, 2019 | Jul 11, 2019 | |
| Cleararc Capital Inc | 3,839 | $1,083k | Jun 30, 2019 | Aug 7, 2019 | |
| Tokio Marine Asset Management USA Ltd | 3,731 | $1,053k | Jun 30, 2019 | Jul 25, 2019 | |
| JAG Capital Management LLC | 3,662 | $1,033k | Jun 30, 2019 | Jul 22, 2019 | |
| American National Registered Investment Advisor Inc | 3,572 | $1,008k | Jun 30, 2019 | Aug 5, 2019 | |
| Highland Capital Management LP | 3,500 | $988k | Jun 30, 2019 | Aug 14, 2019 | |
| Family Legacy Inc | 3,389 | $956k | Jun 30, 2019 | Jul 25, 2019 | |
| LMR Partners LLC | 3,379 | $954k | Jun 30, 2019 | Aug 14, 2019 | |
| Montag A & Associates Inc | 2,904 | $820k | Jun 30, 2019 | Aug 6, 2019 | |
| Institute FOR Wealth Management LLC | 2,836 | $800k | Jun 30, 2019 | Aug 2, 2019 | |
| Wright Investors Service Inc | 2,797 | $789k | Jun 30, 2019 | Aug 1, 2019 | |
| EQIS Capital Management Inc | 2,758 | $778k | Jun 30, 2019 | Jul 18, 2019 | |
| Affinity Investment Advisors LLC | 2,732 | $771k | Jun 30, 2019 | Aug 8, 2019 | |
| Checchi Capital Advisers LLC | 2,678 | $756k | Jun 30, 2019 | Aug 6, 2019 | |
| Patton Albertson Miller Group LLC | 2,591 | $744k | Jun 30, 2019 | Aug 12, 2019 | |
| The Rock Creek Group LP | 2,618 | $739k | Jun 30, 2019 | Aug 14, 2019 | |
| Wespac Advisors Socal LLC | 2,580 | $728k | Jun 30, 2019 | Jul 30, 2019 | |
| Morris Capital Advisors Inc | 2,537 | $716k | Jun 30, 2019 | Jul 15, 2019 | |
| Regent Investment Management LLC | 2,515 | $710k | Jun 30, 2019 | Jul 15, 2019 | |
| Pzena Investment Management LLC | 2,407 | $679k | Jun 30, 2019 | Aug 2, 2019 | |
| Accuvest Global Advisors | 2,367 | $668k | Jun 30, 2019 | Jul 17, 2019 | |
| Meritage Portfolio Management Inc | 2,333 | $658k | Jun 30, 2019 | Jul 30, 2019 | |
| Brown Advisory Securities LLC | 2,321 | $655k | Jun 30, 2019 | Aug 12, 2019 | |
| The Caprock Group Inc | 2,170 | $612k | Jun 30, 2019 | Jul 23, 2019 | |
| Meyer Handelman Company LLC | 2,100 | $593k | Jun 30, 2019 | Jul 23, 2019 | |
| Meridian Wealth Management LLC | 207 | $584k | Jun 30, 2019 | Jul 19, 2019 | |
| Evermay Wealth Management LLC | 2,063 | $582k | Jun 30, 2019 | Jul 23, 2019 | |
| GWM Advisors LLC | 2,021 | $570k | Jun 30, 2019 | Aug 5, 2019 | |
| KCS Wealth Advisory LLC | 2,017 | $569k | Jun 30, 2019 | Jul 29, 2019 | |
| Texas Yale Capital Corp | 1,997 | $564k | Jun 30, 2019 | Jul 24, 2019 | |
| Sanders Morris Harris LLC | 2,000 | $563k | Jun 30, 2019 | Jul 10, 2019 | |
| Monarch Capital Management Inc | 1,960 | $553k | Jun 30, 2019 | Jul 31, 2019 | |
| Cedar Wealth Management LLC | 1,937 | $547k | Jun 30, 2019 | Jul 24, 2019 | |
| MAI Capital Management LLC | 1,892 | $534k | Jun 30, 2019 | Aug 15, 2019 | |
| Telemus Capital LLC | 1,863 | $528k | Jun 30, 2019 | Aug 9, 2019 | |
| Foundations Investment Advisors LLC | 1,862 | $527k | Jun 30, 2019 | Jul 8, 2019 | |
| Highvista Strategies LLC | 1,800 | $508k | Jun 30, 2019 | Aug 14, 2019 | |
| Stony Point Wealth Management Inc | 1,669 | $508k | Jun 30, 2019 | Jul 23, 2019 | |
| Provise Management Group LLC | 1,774 | $501k | Jun 30, 2019 | Aug 9, 2019 | |
| Shufro ROSE & Co LLC | 1,768 | $499k | Jun 30, 2019 | Jul 24, 2019 | |
| Landscape Capital Management LLC | 1,698 | $479k | Jun 30, 2019 | Aug 8, 2019 | |
| Clearstead Advisors LLC | 1,630 | $460k | Jun 30, 2019 | Aug 8, 2019 | |
| Strategic Advisors LLC | 1,618 | $456k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 1,618 | $456k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 1,618 | $456k | Jun 30, 2019 | Jul 22, 2019 | |
| Signature Financial Management Inc | 1,732 | $455k | Dec 31, 2018 | Feb 13, 2019 | |
| Brookstone Capital Management LLC | 1,606 | $453k | Jun 30, 2019 | Jul 25, 2019 | |
| Spectrum Management Group Inc | 1,521 | $429k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,521 | $429k | Jun 30, 2019 | Aug 2, 2019 | |
| Mission Wealth Management LP | 1,515 | $428k | Jun 30, 2019 | Aug 9, 2019 | |
| Buckley Wealth Management LLC | 1,500 | $423k | Jun 30, 2019 | Jul 19, 2019 | |
| Monetary Management Group Inc | 1,475 | $416k | Jun 30, 2019 | Aug 13, 2019 | |
| American Financial Network Advisory Services LLC | 1,470 | $415k | Jun 30, 2019 | Aug 9, 2019 | |
| RFG Advisory LLC | 1,429 | $403k | Jun 30, 2019 | Aug 23, 2019 | |
| Plancorp LLC | 1,387 | $391k | Jun 30, 2019 | Aug 13, 2019 | |
| Signature Estate & Investment Advisors LLC | 1,386 | $391k | Jun 30, 2019 | Aug 1, 2019 | |
| Hollencrest Capital Management LLC | 1,375 | $388k | Jun 30, 2019 | Jul 18, 2019 | |
| Guardian Capital LP | 1,354 | $382k | Jun 30, 2019 | Aug 14, 2019 | |
| 1st Global Advisors Inc | 1,949 | $367k | Jun 30, 2017 | Aug 15, 2017 | |
| Washington Capital Management Inc | 1,250 | $353k | Jun 30, 2019 | Aug 7, 2019 | |
| DEAN Investment Associates LLC | 1,221 | $345k | Jun 30, 2019 | Aug 14, 2019 | |
| Accredited Investors Inc | 1,205 | $340k | Jun 30, 2019 | Aug 13, 2019 | |
| Dodge & COX | 1,200 | $339k | Jun 30, 2019 | Aug 13, 2019 | |
| First Pacific Advisors LP | 1,200 | $339k | Jun 30, 2019 | Aug 14, 2019 | |
| Hourglass Capital LLC | 1,200 | $339k | Jun 30, 2019 | Aug 12, 2019 | |
| YHB Investment Advisors Inc | 1,193 | $337k | Jun 30, 2019 | Jul 15, 2019 | |
| Alpha Windward LLC | 1,118 | $334k | Jun 30, 2019 | Jul 30, 2019 | |
| CPWM LLC | 1,165 | $329k | Jun 30, 2019 | Aug 2, 2019 | |
| Summit X | 1,165 | $327k | Jun 30, 2019 | Aug 13, 2019 | |
| Crabel Capital Management LLC | 1,147 | $324k | Jun 30, 2019 | Aug 13, 2019 | |
| Sowell Financial Services LLC | 1,116 | $320k | Mar 31, 2019 | May 15, 2019 | |
| Goelzer Investment Management Inc | 1,131 | $319k | Jun 30, 2019 | Jul 29, 2019 | |
| Buckingham Asset Management LLC | 1,103 | $311k | Jun 30, 2019 | Aug 5, 2019 | |
| GHP Investment Advisors Inc | 1,055 | $298k | Jun 30, 2019 | Aug 2, 2019 | |
| Hengehold Capital Management LLC | 1,045 | $295k | Jun 30, 2019 | Jul 23, 2019 | |
| Level Four Advisory Services LLC | 1,023 | $289k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 1,010 | $285k | Jun 30, 2019 | Aug 7, 2019 | |
| Sandler Capital Management | 1,000 | $282k | Jun 30, 2019 | Aug 14, 2019 | |
| HCR Wealth Advisors | 948 | $268k | Jun 30, 2019 | Jul 25, 2019 | |
| Convergence Investment Partners LLC | 943 | $266k | Jun 30, 2019 | Jul 23, 2019 | |
| Horizon Asset Management LLC | 878 | $248k | Jun 30, 2019 | Aug 14, 2019 | |
| Global Financial Private Capital LLC | 872 | $246k | Jun 30, 2019 | Aug 14, 2019 | |
| Spinnaker Investment Group LLC | 827 | $233k | Jun 30, 2019 | Jul 11, 2019 | |
| Appleton Partners Inc | 821 | $232k | Jun 30, 2019 | Jul 25, 2019 | |
| Sequoia Financial Advisors LLC | 805 | $227k | Jun 30, 2019 | Jul 31, 2019 | |
| Harding Loevner LP | 800 | $226k | Jun 30, 2019 | Aug 14, 2019 | |
| First Light Asset Management LLC | 795 | $224k | Jun 30, 2019 | Aug 14, 2019 | |
| Cetera Investment Advisers LLC | 788 | $223k | Jun 30, 2019 | Aug 12, 2019 | |
| East Coast Asset Management LLC | 785 | $222k | Jun 30, 2019 | Aug 14, 2019 | |
| Homrich & BERG Inc | 780 | $220k | Jun 30, 2019 | Aug 5, 2019 | |
| Prelude Capital Management LLC | 758 | $214k | Jun 30, 2019 | Aug 14, 2019 | |
| The Renaissance Group LLC | 754 | $213k | Jun 30, 2019 | Aug 13, 2019 | |
| Renaissance Investment Group LLC | 754 | $213k | Jun 30, 2019 | Aug 13, 2019 | |
| Weiss Asset Management LP | 755 | $213k | Jun 30, 2019 | Aug 14, 2019 | |
| Gabelli & Company Investment Advisers Inc | 750 | $212k | Jun 30, 2019 | Aug 2, 2019 | |
| Altium Wealth Management LLC | 729 | $206k | Jun 30, 2019 | Jul 18, 2019 | |
| FORT Point Capital Partners LLC | 728 | $205k | Jun 30, 2019 | Aug 9, 2019 | |
| Evergreen Capital Management LLC | 721 | $203k | Jun 30, 2019 | Aug 14, 2019 | |
| Diligent Investors LLC | 712 | $201k | Jun 30, 2019 | Aug 1, 2019 | |
| Transamerica Financial Advisors Inc | 661 | $187k | Jun 30, 2019 | Aug 21, 2019 | |
| ETF Managers Group LLC | 660 | $186k | Jun 30, 2019 | Aug 14, 2019 | |
| Clarivest Asset Management LLC | 483 | $136k | Jun 30, 2019 | Aug 16, 2019 | |
| First Manhattan Co | 477 | $134k | Jun 30, 2019 | Aug 16, 2019 | |
| Arbor Wealth Management LLC | 452 | $128k | Jun 30, 2019 | Jul 16, 2019 | |
| Baker Ellis Asset Management LLC | 407 | $115k | Jun 30, 2019 | Aug 12, 2019 | |
| Riverpark Capital Management LLC | 293 | $83k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornerstone Wealth Management LLC | 260 | $73k | Jun 30, 2019 | Aug 2, 2019 | |
| West Oak Capital LLC | 250 | $71k | Jun 30, 2019 | Jul 12, 2019 | |
| The Central Trust Bank | 218 | $62k | Jun 30, 2019 | Jul 16, 2019 | |
| Allsquare Wealth Management LLC | 160 | $45k | Jun 30, 2019 | Aug 13, 2019 | |
| Brandywine Global Investment Management LLC | 138 | $39k | Jun 30, 2019 | Aug 14, 2019 | |
| Clean Yield Group Inc | 127 | $36k | Jun 30, 2019 | Jul 22, 2019 | |
| Certified Advisory Corp | 122 | $35k | Jun 30, 2019 | Aug 7, 2019 | |
| Hilton Capital Management LLC | 106 | $30k | Jun 30, 2019 | Aug 14, 2019 | |
| Jackson Grant Investment Advisers Inc | 83 | $23k | Jun 30, 2019 | Aug 13, 2019 | |
| Whitener Capital Management Inc | 75 | $21k | Jun 30, 2019 | Aug 2, 2019 | |
| Cribstone Capital Management LLC | 67 | $19k | Jun 30, 2019 | Jul 22, 2019 | |
| Whitnell & Co | 48 | $14k | Jun 30, 2019 | Jul 16, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 35 | $10k | Jun 30, 2019 | Jul 9, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $7k | Jun 30, 2019 | Aug 14, 2019 | |
| Endurance Wealth Management Inc | 25 | $7k | Jun 30, 2019 | Jul 30, 2019 | |
| MARK Sheptoff Financial Planning LLC | 16 | $5k | Jun 30, 2019 | Aug 12, 2019 | |
| Ellevest Inc | 10 | $3k | Jun 30, 2019 | Aug 20, 2019 | |
| The Fiduciary Group LLC | 6 | $2k | Jun 30, 2019 | Aug 14, 2019 | |
| Logan Capital Management Inc | 5 | $1k | Jun 30, 2019 | Jul 24, 2019 | |
| Dynamic Advisor Solutions LLC | 200 | $1k | Call | Jun 30, 2019 | Aug 13, 2019 |