Bank of New York Mellon Corp.
(064058100)
Funds Reporting Holdings of Bank of New York Mellon Corp. according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Dodge & COX | 46,336,158 | $2,045,741k | Jun 30, 2019 | Aug 13, 2019 | |
Alphasimplex Group LLC | 35,950 | $1,587,193k | Jun 30, 2019 | Aug 14, 2019 | |
Longview Partners Guernsey Limited | 26,407,419 | $1,165,888k | Jun 30, 2019 | Aug 13, 2019 | |
First Eagle Investment Management LLC | 18,219,472 | $804,390k | Jun 30, 2019 | Aug 13, 2019 | |
Artisan Partners Limited Partnership | 13,546,259 | $598,067k | Jun 30, 2019 | Aug 9, 2019 | |
Shapiro Capital Management LLC | 7,900 | $348,785k | Jun 30, 2019 | Aug 14, 2019 | |
Cantab Capital Partners LLP | 6,212 | $329,000k | Sep 30, 2017 | Nov 14, 2017 | |
Tweedy Browne Company LLC | 4,170,387 | $184,123k | Jun 30, 2019 | Aug 5, 2019 | |
Yacktman Asset Management LP | 3,617,712 | $159,722k | Jun 30, 2019 | Aug 2, 2019 | |
Gabelli Funds LLC | 2,505,500 | $110,618k | Jun 30, 2019 | Aug 2, 2019 | |
Marathon Asset Management LLP | 1,550,270 | $68,439k | Jun 30, 2019 | Jul 15, 2019 | |
Janus Capital Management LLC | 995,441 | $47,015k | Mar 31, 2017 | May 16, 2017 | |
Hotchkis and Wiley Capital Management LLC | 972,015 | $42,914k | Jun 30, 2019 | Aug 14, 2019 | |
Brandywine Global Investment Management LLC | 866,985 | $38,278k | Jun 30, 2019 | Aug 14, 2019 | |
Capital Guardian Trust Company | 737,529 | $32,493k | Jun 30, 2019 | Aug 14, 2019 | |
Morningstar Investment Services LLC | 731,303 | $32,287k | Jun 30, 2019 | Aug 13, 2019 | |
Cacti Asset Management LLC | 654,980 | $28,420k | Jun 30, 2019 | Jul 1, 2019 | |
Golub Group LLC | 631,941 | $27,900k | Jun 30, 2019 | Aug 13, 2019 | |
Levin Capital Strategies LP | 573,618 | $25,325k | Jun 30, 2019 | Aug 13, 2019 | |
Montrusco Bolton Investments Inc | 571,807 | $24,567k | Jun 30, 2019 | Aug 5, 2019 | |
Minneapolis Portfolio Management Group LLC | 529,712 | $23,387k | Jun 30, 2019 | Aug 2, 2019 | |
Foresters Investment Management Company Inc | 439,450 | $19,402k | Jun 30, 2019 | Aug 12, 2019 | |
Sather Financial Group Inc | 425,448 | $18,783k | Jun 30, 2019 | Jul 23, 2019 | |
Tocqueville Asset Management LP | 403,000 | $17,792k | Jun 30, 2019 | Jul 31, 2019 | |
Clifford SWAN Investment Counsel LLC | 384,914 | $16,994k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgewater Associates LP | 380,468 | $16,798k | Jun 30, 2019 | Aug 13, 2019 | |
Trillium Asset Management LLC | 363,714 | $16,058k | Jun 30, 2019 | Aug 8, 2019 | |
Corda Investment Management LLC | 328,853 | $14,518k | Jun 30, 2019 | Aug 9, 2019 | |
Auxier Asset Management LLC | 263,634 | $11,639k | Jun 30, 2019 | Aug 15, 2019 | |
Investec Asset Management Limited | 648,507 | $9,953k | Jun 30, 2019 | Jul 30, 2019 | |
Financial Engines Advisors LLC | 218,956 | $9,667k | Jun 30, 2019 | Aug 9, 2019 | |
TT International | 199,747 | $8,818k | Jun 30, 2019 | Aug 12, 2019 | |
Rockshelter Capital Management LLC | 198,141 | $8,748k | Jun 30, 2019 | Aug 14, 2019 | |
Cypress Capital Management LLC | 186,360 | $8,228k | Jun 30, 2019 | Aug 5, 2019 | |
Brandes Investment Partners LP | 179,294 | $7,916k | Jun 30, 2019 | Aug 13, 2019 | |
Westchester Capital Management Inc | 178,179 | $7,867k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 178,179 | $7,867k | Jun 30, 2019 | Aug 5, 2019 | |
Barrett Asset Management LLC | 168,521 | $7,440k | Jun 30, 2019 | Aug 5, 2019 | |
Kovitz Investment Group Partners LLC | 161,180 | $7,117k | Jun 30, 2019 | Aug 14, 2019 | |
1919 Investment Counsel LLC | 178,057 | $6,897k | Sep 30, 2014 | Nov 14, 2014 | |
6 Meridian LLC | 152,239 | $6,721k | Jun 30, 2019 | Jul 12, 2019 | |
Personal Capital Advisors Corporation | 150,915 | $6,663k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 149,280 | $6,591k | Jun 30, 2019 | Aug 9, 2019 | |
Isthmus Partners LLC | 146,356 | $6,462k | Jun 30, 2019 | Aug 9, 2019 | |
First Manhattan Co | 140,467 | $6,201k | Jun 30, 2019 | Aug 16, 2019 | |
Wallington Asset Management LLC | 129,597 | $5,722k | Jun 30, 2019 | Aug 13, 2019 | |
Matthew GOFF Investment Advisor LLC | 128,374 | $5,668k | Jun 30, 2019 | Aug 5, 2019 | |
Greenwood Gearhart Inc | 123,999 | $5,475k | Jun 30, 2019 | Aug 7, 2019 | |
Bragg Financial Advisors Inc | 111,481 | $4,922k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Advisors Inc | 111,390 | $4,918k | Jun 30, 2019 | Jul 26, 2019 | |
Asset Management Advisors LLC | 111,390 | $4,918k | Jun 30, 2019 | Jul 26, 2019 | |
Murphy Pohlad Asset Management LLC | 110,916 | $4,896k | Jun 30, 2019 | Aug 6, 2019 | |
COVE Street Capital LLC | 107,815 | $4,760k | Jun 30, 2019 | Aug 13, 2019 | |
Intrepid Capital Management Inc | 107,269 | $4,736k | Jun 30, 2019 | Aug 13, 2019 | |
Heartland Advisors Inc | 106,075 | $4,683k | Jun 30, 2019 | Aug 8, 2019 | |
Granite Group Advisors LLC | 104,527 | $4,615k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 104,527 | $4,615k | Jun 30, 2019 | Jul 23, 2019 | |
Olstein Capital Management LP | 99,000 | $4,371k | Jun 30, 2019 | Jul 31, 2019 | |
Meridian Wealth Management LLC | 9,857 | $4,352k | Jun 30, 2019 | Jul 19, 2019 | |
Klingenstein Fields & Co LLC | 97,804 | $4,318k | Jun 30, 2019 | Aug 12, 2019 | |
MRAZ Amerine & Associates Inc | 88,523 | $3,908k | Jun 30, 2019 | Aug 2, 2019 | |
Garland Capital Management Inc | 88,350 | $3,901k | Jun 30, 2019 | Jul 24, 2019 | |
Richard Bernstein Advisors LLC | 86,589 | $3,822k | Jun 30, 2019 | Aug 9, 2019 | |
Stralem & Company Incorporated | 85,530 | $3,776k | Jun 30, 2019 | Jul 16, 2019 | |
Pacer Advisors Inc | 83,571 | $3,690k | Jun 30, 2019 | Aug 12, 2019 | |
Elgethun Capital Management | 79,137 | $3,494k | Jun 30, 2019 | Aug 8, 2019 | |
Cohen Capital Management Inc | 78,156 | $3,451k | Jun 30, 2019 | Aug 7, 2019 | |
DEAN Investment Associates LLC | 75,702 | $3,342k | Jun 30, 2019 | Aug 14, 2019 | |
Edgestream Partners LP | 75,445 | $3,331k | Jun 30, 2019 | Aug 8, 2019 | |
Boyar Asset Management Inc | 74,517 | $3,290k | Jun 30, 2019 | Aug 6, 2019 | |
Boston Research and Management Inc | 73,181 | $3,230k | Jun 30, 2019 | Aug 7, 2019 | |
Flippin Bruce & Porter Inc | 70,637 | $3,119k | Jun 30, 2019 | Aug 6, 2019 | |
Evergreen Capital Management LLC | 69,280 | $3,059k | Jun 30, 2019 | Aug 14, 2019 | |
Markston International LLC | 67,951 | $3,000k | Jun 30, 2019 | Aug 6, 2019 | |
Marco Investment Management LLC | 65,600 | $2,896k | Jun 30, 2019 | Aug 6, 2019 | |
Alexandria Capital LLC | 64,328 | $2,840k | Jun 30, 2019 | Aug 12, 2019 | |
Dowling & Yahnke LLC | 62,281 | $2,750k | Jun 30, 2019 | Jul 22, 2019 | |
Stoneridge Investment Partners LLC | 61,665 | $2,723k | Jun 30, 2019 | Jul 29, 2019 | |
Portland Global Advisors LLC | 59,775 | $2,639k | Jun 30, 2019 | Jul 26, 2019 | |
Perkins Investment Management LLC | 53,613 | $2,532k | Mar 31, 2017 | May 15, 2017 | |
Sentry Investment Management LLC | 54,443 | $2,404k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 54,443 | $2,404k | Jun 30, 2019 | Aug 12, 2019 | |
Cubic Asset Management LLC | 54,205 | $2,393k | Jun 30, 2019 | Jul 29, 2019 | |
Hendley & Co Inc | 54,110 | $2,389k | Jun 30, 2019 | Aug 8, 2019 | |
Cambridge Investment Research Advisors Inc | 54,064 | $2,387k | Jun 30, 2019 | Aug 15, 2019 | |
Edgewood Management LLC | 52,561 | $2,321k | Jun 30, 2019 | Aug 12, 2019 | |
Provise Management Group LLC | 51,065 | $2,255k | Jun 30, 2019 | Aug 9, 2019 | |
Butensky & Cohen Financial Security Inc | 41,830 | $1,847k | Jun 30, 2019 | Jul 12, 2019 | |
Northwest Investment Counselors LLC | 41,809 | $1,846k | Jun 30, 2019 | Jul 25, 2019 | |
Poehling Capital Management Inc | 41,665 | $1,840k | Jun 30, 2019 | Aug 9, 2019 | |
Telemus Capital LLC | 38,526 | $1,736k | Jun 30, 2019 | Aug 9, 2019 | |
Woodstock Corporation | 38,158 | $1,685k | Jun 30, 2019 | Jul 3, 2019 | |
OFI Advisors LLC | 42,291 | $1,656k | Sep 30, 2015 | Nov 16, 2015 | |
Gideon Capital Advisors Inc | 34,480 | $1,522k | Jun 30, 2019 | Aug 14, 2019 | |
Ferguson Wellman Capital Management Inc | 33,509 | $1,479k | Jun 30, 2019 | Jul 16, 2019 | |
Guardian Investment Management LLC | 33,286 | $1,470k | Jun 30, 2019 | Aug 16, 2019 | |
Carnick & Kubik Group LLC | 31,840 | $1,406k | Jun 30, 2019 | Jul 30, 2019 | |
Cadence Capital Management LLC | 31,563 | $1,394k | Jun 30, 2019 | Aug 12, 2019 | |
Carret Asset Management LLC | 30,780 | $1,359k | Jun 30, 2019 | Aug 12, 2019 | |
Arjuna Capital LLC | 29,212 | $1,290k | Jun 30, 2019 | Aug 21, 2019 | |
First Foundation Advisors | 28,125 | $1,242k | Jun 30, 2019 | Aug 14, 2019 | |
Managed Account Advisors LLC | 26,887 | $1,128k | Jun 30, 2015 | Aug 14, 2015 | |
Panagora Asset Management Inc | 25,527 | $1,127k | Jun 30, 2019 | Aug 9, 2019 | |
Everence Capital Management Inc | 24,944 | $1,101k | Jun 30, 2019 | Aug 2, 2019 | |
Karpas Strategies LLC | 24,309 | $1,073k | Jun 30, 2019 | Jul 25, 2019 | |
Schulhoff & Co Inc | 23,960 | $1,057k | Jun 30, 2019 | Aug 7, 2019 | |
Diamond Hill Capital Management Inc | 22,729 | $1,003k | Jun 30, 2019 | Aug 1, 2019 | |
BECK MACK & Oliver LLC | 22,528 | $995k | Jun 30, 2019 | Aug 13, 2019 | |
KCS Wealth Advisory LLC | 21,592 | $953k | Jun 30, 2019 | Jul 29, 2019 | |
Independent Investors Inc | 21,153 | $933k | Jun 30, 2019 | Jul 18, 2019 | |
Lincoln Capital Corporation | 21,096 | $931k | Jun 30, 2019 | Jul 12, 2019 | |
Lincoln Capital LLC | 21,096 | $931k | Jun 30, 2019 | Jul 12, 2019 | |
Amplify Investments LLC | 18,004 | $928k | Mar 31, 2018 | May 14, 2018 | |
1st Global Advisors Inc | 18,097 | $923k | Jun 30, 2017 | Aug 15, 2017 | |
Folger Nolan Fleming Douglas Capital Management Inc | 20,864 | $921k | Jun 30, 2019 | Aug 9, 2019 | |
Edgemoor Investment Advisors Inc | 19,108 | $844k | Jun 30, 2019 | Aug 9, 2019 | |
The Northstar Group Inc | 19,100 | $843k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 19,100 | $843k | Jun 30, 2019 | Jul 12, 2019 | |
Gabelli & Company Investment Advisers Inc | 19,000 | $839k | Jun 30, 2019 | Aug 2, 2019 | |
Smith Asset Management Group LP | 18,540 | $819k | Jun 30, 2019 | Aug 15, 2019 | |
Sunesis Advisors LLC | 18,436 | $814k | Jun 30, 2019 | Aug 5, 2019 | |
American Research & Management Company | 18,318 | $809k | Jun 30, 2019 | Jul 18, 2019 | |
Cadinha & Co LLC | 17,950 | $792k | Jun 30, 2019 | Aug 9, 2019 | |
Cipher Capital LP | 17,946 | $792k | Jun 30, 2019 | Aug 13, 2019 | |
LOWE Brockenbrough & Company Inc | 17,921 | $791k | Jun 30, 2019 | Aug 12, 2019 | |
Baker Ellis Asset Management LLC | 17,812 | $786k | Jun 30, 2019 | Aug 12, 2019 | |
GWM Advisors LLC | 17,803 | $786k | Jun 30, 2019 | Aug 5, 2019 | |
Whitnell & Co | 17,375 | $767k | Jun 30, 2019 | Jul 16, 2019 | |
Wealthtrust Axiom LLC | 17,129 | $756k | Jun 30, 2019 | Aug 7, 2019 | |
Boston Family Office LLC | 16,706 | $738k | Jun 30, 2019 | Jul 30, 2019 | |
Douglass Winthrop Advisors LLC | 15,897 | $702k | Jun 30, 2019 | Jul 10, 2019 | |
Mcrae Capital Management Inc | 15,435 | $681k | Jun 30, 2019 | Jul 29, 2019 | |
QS Investors LLC | 15,183 | $671k | Jun 30, 2019 | Aug 14, 2019 | |
TDAM USA Inc | 15,150 | $669k | Jun 30, 2019 | Aug 1, 2019 | |
Hamel Associates Inc | 15,000 | $662k | Jun 30, 2019 | Aug 5, 2019 | |
Sicart Associates LLC | 15,000 | $662k | Jun 30, 2019 | Jul 23, 2019 | |
Caxton Associates LP | 14,901 | $658k | Jun 30, 2019 | Aug 14, 2019 | |
Clearstead Advisors LLC | 14,840 | $655k | Jun 30, 2019 | Aug 8, 2019 | |
Boston Private Wealth LLC | 14,823 | $654k | Jun 30, 2019 | Jul 10, 2019 | |
van Hulzen Asset Management LLC | 14,549 | $642k | Jun 30, 2019 | Aug 8, 2019 | |
Joel Isaacson & Co LLC | 14,296 | $631k | Jun 30, 2019 | Jul 11, 2019 | |
Conning Inc | 14,223 | $628k | Jun 30, 2019 | Jul 25, 2019 | |
Regentatlantic Capital LLC | 14,150 | $625k | Jun 30, 2019 | Jul 23, 2019 | |
Twin Focus Capital Partners LLC | 14,138 | $624k | Jun 30, 2019 | Aug 14, 2019 | |
Teza Capital Management LLC | 13,605 | $601k | Jun 30, 2019 | Aug 8, 2019 | |
ST Johns Investment Management Company LLC | 13,564 | $599k | Jun 30, 2019 | Jul 24, 2019 | |
Fundx Investment Group LLC | 13,532 | $597k | Jun 30, 2019 | Aug 5, 2019 | |
Cleararc Capital Inc | 13,235 | $584k | Jun 30, 2019 | Aug 7, 2019 | |
Hunter Associates Investment Management LLC | 12,754 | $563k | Jun 30, 2019 | Aug 8, 2019 | |
BAHL & Gaynor Inc | 12,712 | $561k | Jun 30, 2019 | Aug 12, 2019 | |
Shepherd Kaplan Krochuk LLC | 12,701 | $561k | Jun 30, 2019 | Aug 12, 2019 | |
Brookstone Capital Management LLC | 12,679 | $560k | Jun 30, 2019 | Jul 25, 2019 | |
PFG Advisors LLC | 11,470 | $546k | Jun 30, 2019 | Aug 5, 2019 | |
Dupont Capital Management Corp | 12,148 | $536k | Jun 30, 2019 | Jul 30, 2019 | |
Private Wealth Advisors Inc | 11,803 | $521k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 11,803 | $521k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 11,803 | $521k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 11,803 | $521k | Jun 30, 2019 | Aug 7, 2019 | |
Dumont & Blake Investment Advisors LLC | 11,325 | $500k | Jun 30, 2019 | Aug 1, 2019 | |
BLB & B Advisors LLC | 11,305 | $499k | Jun 30, 2019 | Jul 29, 2019 | |
Spears Abacus Advisors LLC | 11,262 | $497k | Jun 30, 2019 | Aug 9, 2019 | |
American National Registered Investment Advisor Inc | 11,239 | $496k | Jun 30, 2019 | Aug 5, 2019 | |
Clear Perspective Advisors LLC | 11,087 | $489k | Jun 30, 2019 | Aug 12, 2019 | |
Measured Wealth Private Client Group LLC | 10,779 | $476k | Jun 30, 2019 | Jul 26, 2019 | |
Marathon Capital Management LLC | 10,650 | $470k | Jun 30, 2019 | Jul 25, 2019 | |
Pettee Investors Inc | 10,560 | $466k | Jun 30, 2019 | Aug 7, 2019 | |
Rothschild & Co Asset Management US Inc | 10,535 | $465k | Jun 30, 2019 | Jul 25, 2019 | |
Keystone Financial Planning Inc | 10,485 | $463k | Jun 30, 2019 | Aug 5, 2019 | |
DB Root & Company LLC | 10,437 | $460k | Jun 30, 2019 | Jul 19, 2019 | |
Accredited Investors Inc | 10,152 | $448k | Jun 30, 2019 | Aug 13, 2019 | |
Wheatland Advisors Inc | 10,114 | $447k | Jun 30, 2019 | Aug 7, 2019 | |
Wellington Shields Capital Management LLC | 10,130 | $447k | Jun 30, 2019 | Aug 8, 2019 | |
Cetera Investment Advisers LLC | 10,052 | $444k | Jun 30, 2019 | Aug 12, 2019 | |
BOYS Arnold & Company Inc | 9,977 | $440k | Jun 30, 2019 | Aug 1, 2019 | |
North Star Asset Management Inc | 9,845 | $435k | Jun 30, 2019 | Aug 12, 2019 | |
Curbstone Financial Management Corporation | 9,550 | $422k | Jun 30, 2019 | Jul 9, 2019 | |
Crawford Investment Counsel Inc | 9,508 | $420k | Jun 30, 2019 | Aug 12, 2019 | |
The Caprock Group Inc | 9,391 | $415k | Jun 30, 2019 | Jul 23, 2019 | |
PRIO Wealth Limited Partnership | 9,346 | $412k | Jun 30, 2019 | Jul 18, 2019 | |
Alpine Woods Capital Investors LLC | 8,653 | $382k | Jun 30, 2019 | Aug 5, 2019 | |
Checchi Capital Advisers LLC | 8,501 | $375k | Jun 30, 2019 | Aug 6, 2019 | |
Bank of Hawaii | 8,304 | $367k | Jun 30, 2019 | Aug 15, 2019 | |
Altium Wealth Management LLC | 8,300 | $366k | Jun 30, 2019 | Jul 18, 2019 | |
Pacific Global Investment Management Co | 8,229 | $363k | Jun 30, 2019 | Aug 14, 2019 | |
Rodgers Brothers Inc | 8,145 | $360k | Jun 30, 2019 | Aug 14, 2019 | |
Summit Financial Wealth Advisors LLC | 8,086 | $357k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 8,086 | $357k | Jun 30, 2019 | Jul 16, 2019 | |
Vivaldi Capital Management LLC | 7,584 | $335k | Jun 30, 2019 | Aug 14, 2019 | |
Schaller Investment Group Inc | 7,546 | $333k | Jun 30, 2019 | Aug 9, 2019 | |
Front Barnett Associates LLC | 7,510 | $332k | Jun 30, 2019 | Aug 6, 2019 | |
YCG LLC | 7,494 | $331k | Jun 30, 2019 | Jul 23, 2019 | |
Hendershot Investments Inc | 7,274 | $321k | Jun 30, 2019 | Jul 31, 2019 | |
Altfest L J & Co Inc | 7,213 | $318k | Jun 30, 2019 | Jul 15, 2019 | |
First National Bank of Omaha | 7,156 | $316k | Jun 30, 2019 | Jul 10, 2019 | |
Sheets Smith Wealth Management | 7,110 | $314k | Jun 30, 2019 | Jul 12, 2019 | |
RNC Capital Management LLC | 7,090 | $313k | Jun 30, 2019 | Jul 25, 2019 | |
Quadrant Private Wealth Management LLC | 7,074 | $312k | Jun 30, 2019 | Aug 13, 2019 | |
Buckingham Asset Management LLC | 7,033 | $311k | Jun 30, 2019 | Aug 5, 2019 | |
Bourne LENT Asset Management Inc | 7,000 | $309k | Jun 30, 2019 | Jul 29, 2019 | |
Port Capital LLC | 6,762 | $299k | Jun 30, 2019 | Aug 14, 2019 | |
Hallmark Capital Management Inc | 6,350 | $280k | Jun 30, 2019 | Aug 8, 2019 | |
Wealthstreet Investment Advisors LLC | 6,200 | $274k | Jun 30, 2019 | Jul 16, 2019 | |
Janney Capital Management LLC | 6,085 | $269k | Jun 30, 2019 | Jul 29, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 6,035 | $266k | Jun 30, 2019 | Aug 12, 2019 | |
Montag A & Associates Inc | 5,979 | $264k | Jun 30, 2019 | Aug 6, 2019 | |
Alpha Windward LLC | 5,610 | $263k | Jun 30, 2019 | Jul 30, 2019 | |
Benin Management Corp | 5,885 | $260k | Jun 30, 2019 | Jul 31, 2019 | |
DEAN Capital Management LLC | 5,726 | $253k | Jun 30, 2019 | Aug 12, 2019 | |
DEAN Capital Investments Management LLC | 5,726 | $253k | Jun 30, 2019 | Aug 12, 2019 | |
Searle & Co | 5,683 | $251k | Jun 30, 2019 | Jul 17, 2019 | |
Modera Wealth Management LLC | 5,612 | $248k | Jun 30, 2019 | Aug 7, 2019 | |
Schwartz Investment Counsel Inc | 5,500 | $243k | Jun 30, 2019 | Jul 24, 2019 | |
Shayne & Co LLC | 5,498 | $243k | Jun 30, 2019 | Jul 24, 2019 | |
Sequoia Financial Advisors LLC | 5,392 | $238k | Jun 30, 2019 | Jul 31, 2019 | |
The RICE Partnership LLC | 5,172 | $228k | Jun 30, 2019 | Jul 25, 2019 | |
GHP Investment Advisors Inc | 5,140 | $227k | Jun 30, 2019 | Aug 2, 2019 | |
Chilton Capital Management LLC | 5,121 | $226k | Jun 30, 2019 | Aug 13, 2019 | |
Meyer Handelman Company LLC | 5,000 | $221k | Jun 30, 2019 | Jul 23, 2019 | |
RKL Wealth Management LLC | 5,001 | $221k | Jun 30, 2019 | Aug 2, 2019 | |
Spinnaker Investment Group LLC | 4,951 | $218k | Jun 30, 2019 | Jul 11, 2019 | |
Mckinley Carter Wealth Services Inc | 4,868 | $215k | Jun 30, 2019 | Aug 2, 2019 | |
MANA Advisors LLC | 4,860 | $215k | Jun 30, 2019 | Aug 14, 2019 | |
Oberweis Asset Management Inc | 4,839 | $214k | Jun 30, 2019 | Aug 14, 2019 | |
Logan Capital Management Inc | 4,806 | $212k | Jun 30, 2019 | Jul 24, 2019 | |
Crescent Grove Advisors LLC | 4,807 | $212k | Jun 30, 2019 | Aug 6, 2019 | |
Douglas Lane & Associates LLC | 4,760 | $210k | Jun 30, 2019 | Jul 8, 2019 | |
Harfst and Associates Inc | 4,751 | $209k | Jun 30, 2019 | Aug 14, 2019 | |
Ironwood Investment Management LLC | 4,677 | $206k | Jun 30, 2019 | Aug 14, 2019 | |
Valmark Advisers Inc | 4,640 | $205k | Jun 30, 2019 | Aug 7, 2019 | |
Sheaff Brock Investment Advisors LLC | 4,526 | $200k | Jun 30, 2019 | Jul 31, 2019 | |
Aspiriant LLC | 4,525 | $200k | Jun 30, 2019 | Aug 6, 2019 | |
Tiemann Investment Advisors LLC | 4,399 | $194k | Jun 30, 2019 | Aug 13, 2019 | |
New England Asset Management Inc | 3,600 | $159k | Jun 30, 2019 | Aug 14, 2019 | |
Hilton Capital Management LLC | 2,200 | $97k | Jun 30, 2019 | Aug 14, 2019 | |
Allsquare Wealth Management LLC | 1,643 | $73k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Advantage Inc | 1,428 | $63k | Jun 30, 2019 | Jul 23, 2019 | |
Litman Gregory Asset Management LLC | 1,394 | $62k | Jun 30, 2019 | Jul 31, 2019 | |
The Pacific Center FOR Financial Services | 1,260 | $56k | Jun 30, 2019 | Aug 15, 2019 | |
Endurance Wealth Management Inc | 1,085 | $48k | Jun 30, 2019 | Jul 30, 2019 | |
Gables Capital Management Inc | 1,000 | $44k | Jun 30, 2019 | Jul 31, 2019 | |
Prime Capital Investment Advisors LLC | 821 | $36k | Jun 30, 2019 | Aug 6, 2019 | |
Cambridge Financial Group Inc | 700 | $31k | Jun 30, 2019 | Jul 29, 2019 | |
Cambridge Financial Group LLC | 700 | $31k | Jun 30, 2019 | Jul 29, 2019 | |
The Bollard Group LLC | 682 | $30k | Jun 30, 2019 | Aug 13, 2019 | |
Vulcan Value Partners LLC | 532 | $23k | Jun 30, 2019 | Aug 14, 2019 | |
Stewart & Patten Co LLC | 480 | $21k | Jun 30, 2019 | Jul 17, 2019 | |
MARK Sheptoff Financial Planning LLC | 300 | $13k | Jun 30, 2019 | Aug 12, 2019 | |
Horan Securities Inc | 220 | $10k | Jun 30, 2019 | Jul 24, 2019 | |
Ellevest Inc | 185 | $8k | Jun 30, 2019 | Aug 20, 2019 | |
Accurate Investment Solutions Inc | 102 | $5k | Jun 30, 2019 | Jul 12, 2019 | |
Legacy Financial Advisors Corporation | 100 | $4k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Advisors LLC | 100 | $4k | Jun 30, 2019 | Jul 15, 2019 | |
Legacy Financial Advisors Inc | 100 | $4k | Jun 30, 2019 | Jul 15, 2019 | |
The Central Trust Bank | 50 | $2k | Jun 30, 2019 | Jul 16, 2019 | |
First National Corporation | 24 | $1k | Jun 30, 2019 | Jul 22, 2019 | |
The Fiduciary Group LLC | 25 | $1k | Jun 30, 2019 | Aug 14, 2019 |