Chevron Corp
(166764100)
Funds Reporting Holdings of Chevron Corp according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Tower Bridge Advisors Inc | 114,828 | $14,289,196k | Jun 30, 2019 | Aug 6, 2019 | |
Rmsincerbeaux Capital Management LLC | 4,750 | $591,090k | Jun 30, 2019 | Aug 9, 2019 | |
Charles Schwab Investment Advisory Inc | 3,576,454 | $445,054k | Jun 30, 2019 | Aug 12, 2019 | |
Brandywine Global Investment Management LLC | 2,488,248 | $309,638k | Jun 30, 2019 | Aug 14, 2019 | |
Investec Asset Management Limited | 2,139,343 | $266,220k | Jun 30, 2019 | Jul 30, 2019 | |
The London Company of Virginia LLC | 1,765,562 | $219,706k | Jun 30, 2019 | Aug 14, 2019 | |
MOON Capital Management LLC | 1,681 | $209,184k | Jun 30, 2019 | Jul 11, 2019 | |
Schafer Cullen Capital Management Inc | 1,490,715 | $187,800k | Jun 30, 2019 | Jul 30, 2019 | |
RE Advisers Corporation | 1,253,500 | $155,986k | Jun 30, 2019 | Aug 12, 2019 | |
Santa Barbara Asset Management LLC | 1,181,385 | $145,523k | Mar 31, 2019 | May 14, 2019 | |
Panagora Asset Management Inc | 1,087,414 | $135,318k | Jun 30, 2019 | Aug 9, 2019 | |
Diamond Hill Capital Management Inc | 1,073,256 | $133,556k | Jun 30, 2019 | Aug 1, 2019 | |
COHO Partners Ltd | 918,527 | $114,302k | Jun 30, 2019 | Aug 8, 2019 | |
Confluence Investment Management LLC | 910,872 | $113,349k | Jun 30, 2019 | Jul 24, 2019 | |
Janus Capital Management LLC | 1,016,702 | $109,163k | Mar 31, 2017 | May 16, 2017 | |
Avalon Advisors LLC | 825,087 | $102,674k | Jun 30, 2019 | Aug 14, 2019 | |
Hamlin Capital Management LLC | 677,552 | $84,315k | Jun 30, 2019 | Jul 22, 2019 | |
Managed Account Advisors LLC | 861,350 | $83,094k | Jun 30, 2015 | Aug 14, 2015 | |
Cornerstone Investment Partners LLC | 653,513 | $81,323k | Jun 30, 2019 | Jul 19, 2019 | |
Cornerstone Partners LLC | 653,513 | $81,323k | Jun 30, 2019 | Jul 19, 2019 | |
Crawford Investment Counsel Inc | 600,201 | $74,689k | Jun 30, 2019 | Aug 12, 2019 | |
Cullen Capital Management LLC | 545,405 | $67,870k | Jun 30, 2019 | Jul 30, 2019 | |
Foresters Investment Management Company Inc | 517,713 | $64,424k | Jun 30, 2019 | Aug 12, 2019 | |
Gabelli Funds LLC | 503,322 | $62,633k | Jun 30, 2019 | Aug 2, 2019 | |
1919 Investment Counsel LLC | 492,767 | $58,798k | Sep 30, 2014 | Nov 14, 2014 | |
NWQ Investment Management Company LLC | 410,588 | $51,094k | Jun 30, 2019 | Aug 14, 2019 | |
Congress Asset Management Company LLP | 398,597 | $49,601k | Jun 30, 2019 | Aug 7, 2019 | |
Personal Capital Advisors Corporation | 391,265 | $48,689k | Jun 30, 2019 | Aug 14, 2019 | |
Cambiar Investors LLC | 384,727 | $47,875k | Jun 30, 2019 | Jul 25, 2019 | |
RNC Capital Management LLC | 375,096 | $46,677k | Jun 30, 2019 | Jul 25, 2019 | |
Deprince RACE & Zollo Inc | 342,693 | $42,645k | Jun 30, 2019 | Aug 13, 2019 | |
Dodge & COX | 339,631 | $42,264k | Jun 30, 2019 | Aug 13, 2019 | |
Atalanta Sosnoff Capital LLC | 338,437 | $42,115k | Jun 30, 2019 | Jul 15, 2019 | |
Capital Guardian Trust Company | 333,948 | $41,476k | Jun 30, 2019 | Aug 14, 2019 | |
Clark Capital Management Group Inc | 326,945 | $40,685k | Jun 30, 2019 | Jul 12, 2019 | |
QS Investors LLC | 316,120 | $39,338k | Jun 30, 2019 | Aug 14, 2019 | |
TODD Asset Management LLC | 305,121 | $37,970k | Jun 30, 2019 | Aug 6, 2019 | |
Staley Capital Advisers Inc | 299,448 | $37,263k | Jun 30, 2019 | Aug 9, 2019 | |
Ferguson Wellman Capital Management Inc | 293,422 | $36,513k | Jun 30, 2019 | Jul 16, 2019 | |
Cambridge Investment Research Advisors Inc | 291,093 | $36,224k | Jun 30, 2019 | Aug 15, 2019 | |
Bowen Hanes & Co Inc | 268,240 | $33,380k | Jun 30, 2019 | Aug 13, 2019 | |
Clifford SWAN Investment Counsel LLC | 262,668 | $32,686k | Jun 30, 2019 | Aug 13, 2019 | |
Waters Parkerson & Co LLC | 257,468 | $32,039k | Jun 30, 2019 | Aug 6, 2019 | |
Davidson Investment Advisors Inc | 254,244 | $31,638k | Jun 30, 2019 | Aug 13, 2019 | |
ZWJ Investment Counsel Inc | 248,681 | $30,946k | Jun 30, 2019 | Jul 24, 2019 | |
Brandes Investment Partners LP | 248,442 | $30,916k | Jun 30, 2019 | Aug 13, 2019 | |
River ROAD Asset Management LLC | 246,560 | $30,682k | Jun 30, 2019 | Aug 12, 2019 | |
Janney Capital Management LLC | 244,454 | $30,420k | Jun 30, 2019 | Jul 29, 2019 | |
Madison Investment Holdings Inc | 242,952 | $30,233k | Jun 30, 2019 | Aug 13, 2019 | |
Mairs and Power Inc | 241,579 | $30,062k | Jun 30, 2019 | Aug 14, 2019 | |
Perella Weinberg Partners Capital Management LP | 235,087 | $29,254k | Jun 30, 2019 | Jul 22, 2019 | |
Dupont Capital Management Corp | 233,731 | $29,085k | Jun 30, 2019 | Jul 30, 2019 | |
Stack Financial Management Inc | 223,506 | $27,813k | Jun 30, 2019 | Jul 30, 2019 | |
Northcoast Asset Management LLC | 222,324 | $27,729k | Jun 30, 2019 | Aug 14, 2019 | |
Pacer Advisors Inc | 221,794 | $27,600k | Jun 30, 2019 | Aug 12, 2019 | |
Rossmore Private Capital LLC | 213,536 | $26,572k | Jun 30, 2019 | Aug 5, 2019 | |
Woodley Farra Manion Portfolio Management Inc | 212,381 | $26,429k | Jun 30, 2019 | Aug 12, 2019 | |
Gillespie Robinson & Grimm Inc | 210,899 | $26,244k | Jun 30, 2019 | Jul 22, 2019 | |
RPG Investment Advisory LLC | 208,827 | $26,028k | Jun 30, 2019 | Jul 10, 2019 | |
Signature Estate & Investment Advisors LLC | 202,458 | $25,194k | Jun 30, 2019 | Aug 1, 2019 | |
Stumpf Capital Management LLC | 202,396 | $25,126k | Jun 30, 2019 | Aug 14, 2019 | |
Tocqueville Asset Management LP | 197,518 | $24,579k | Jun 30, 2019 | Jul 31, 2019 | |
Foundation Resource Management Inc | 184,752 | $22,991k | Jun 30, 2019 | Jul 10, 2019 | |
Polaris Greystone Financial Group LLC | 183,873 | $22,955k | Jun 30, 2019 | Jul 25, 2019 | |
Argent Capital Management LLC | 178,962 | $22,270k | Jun 30, 2019 | Aug 15, 2019 | |
ICON Advisers Inc | 173,700 | $21,615k | Jun 30, 2019 | Aug 2, 2019 | |
Willis Investment Counsel Inc | 166,053 | $20,664k | Jun 30, 2019 | Aug 14, 2019 | |
Highland Capital Management LLC | 165,019 | $20,535k | Jun 30, 2019 | Jul 29, 2019 | |
Parsec Financial Management Inc | 150,136 | $18,683k | Jun 30, 2019 | Jul 23, 2019 | |
Wafra Inc | 149,357 | $18,586k | Jun 30, 2019 | Aug 14, 2019 | |
Nippon Life Global Investors Americas Inc | 143,960 | $17,915k | Jun 30, 2019 | Jul 23, 2019 | |
Ashfield Capital Partners LLC | 143,689 | $17,881k | Jun 30, 2019 | Jul 29, 2019 | |
Howard Capital Management Inc | 143,180 | $17,817k | Jun 30, 2019 | Jul 24, 2019 | |
Becker Capital Management Inc | 142,929 | $17,786k | Jun 30, 2019 | Aug 8, 2019 | |
Williams Jones & Associates LLC | 140,558 | $17,491k | Jun 30, 2019 | Aug 14, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 138,267 | $17,206k | Jun 30, 2019 | Jul 22, 2019 | |
OFI Advisors LLC | 212,465 | $16,759k | Sep 30, 2015 | Nov 16, 2015 | |
Azimuth Capital Management LLC | 133,631 | $16,629k | Jun 30, 2019 | Aug 13, 2019 | |
Global Financial Private Capital LLC | 132,759 | $16,521k | Jun 30, 2019 | Aug 14, 2019 | |
Douglas Lane & Associates LLC | 129,950 | $16,171k | Jun 30, 2019 | Jul 8, 2019 | |
SKBA Capital Management LLC | 128,980 | $16,050k | Jun 30, 2019 | Aug 12, 2019 | |
Greystone Managed Investments Inc | 128,846 | $16,034k | Jun 30, 2019 | Jul 23, 2019 | |
LOWE Brockenbrough & Company Inc | 128,198 | $15,953k | Jun 30, 2019 | Aug 12, 2019 | |
Nikko Asset Management Americas Inc | 120,354 | $14,977k | Jun 30, 2019 | Jul 29, 2019 | |
Sentry Investment Management LLC | 119,346 | $14,851k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 119,346 | $14,851k | Jun 30, 2019 | Aug 12, 2019 | |
BTR Capital Management Inc | 118,249 | $14,715k | Jun 30, 2019 | Jul 18, 2019 | |
Twin Capital Management Inc | 114,397 | $14,236k | Jun 30, 2019 | Aug 1, 2019 | |
Goelzer Investment Management Inc | 112,864 | $14,045k | Jun 30, 2019 | Jul 29, 2019 | |
Front Barnett Associates LLC | 112,847 | $14,043k | Jun 30, 2019 | Aug 6, 2019 | |
Smith Asset Management Group LP | 112,660 | $14,019k | Jun 30, 2019 | Aug 15, 2019 | |
Klingenstein Fields & Co LLC | 111,185 | $13,836k | Jun 30, 2019 | Aug 12, 2019 | |
Badgley Phelps and Bell Inc | 108,789 | $13,538k | Jun 30, 2019 | Jul 30, 2019 | |
American Investment Services Inc | 107,635 | $13,394k | Jun 30, 2019 | Aug 6, 2019 | |
Churchill Management Corp | 107,298 | $13,352k | Jun 30, 2019 | Jul 10, 2019 | |
The Burney Company | 102,704 | $12,780k | Jun 30, 2019 | Aug 12, 2019 | |
Arosa Capital Management LP | 100,188 | $12,467k | Jun 30, 2019 | Aug 14, 2019 | |
Pacific Heights Asset Management LLC | 100,000 | $12,444k | Jun 30, 2019 | Jul 23, 2019 | |
Stokes & Hubbell Capital Management LLC | 100,385 | $12,365k | Mar 31, 2019 | Apr 24, 2019 | |
Montag A & Associates Inc | 96,177 | $11,968k | Jun 30, 2019 | Aug 6, 2019 | |
Flippin Bruce & Porter Inc | 95,745 | $11,914k | Jun 30, 2019 | Aug 6, 2019 | |
Cypress Capital Management LLC | 94,952 | $11,816k | Jun 30, 2019 | Aug 5, 2019 | |
Cadinha & Co LLC | 94,937 | $11,814k | Jun 30, 2019 | Aug 9, 2019 | |
The Bollard Group LLC | 94,077 | $11,707k | Jun 30, 2019 | Aug 13, 2019 | |
Eagle Global Advisors LLC | 93,759 | $11,667k | Jun 30, 2019 | Aug 13, 2019 | |
Carret Asset Management LLC | 93,247 | $11,604k | Jun 30, 2019 | Aug 12, 2019 | |
Centenus Global Management LP | 90,000 | $11,200k | Jun 30, 2019 | Aug 14, 2019 | |
Cutler Investment Counsel LLC | 89,282 | $11,110k | Jun 30, 2019 | Aug 5, 2019 | |
Hennessy Advisors Inc | 87,575 | $10,898k | Jun 30, 2019 | Jul 11, 2019 | |
Hoylecohen LLC | 85,839 | $10,682k | Jun 30, 2019 | Aug 9, 2019 | |
Oak Asset Management LLC | 83,683 | $10,486k | Jun 30, 2019 | Jul 25, 2019 | |
The Roosevelt Investment Group Inc | 80,837 | $10,059k | Jun 30, 2019 | Aug 8, 2019 | |
Grandfield & DODD LLC | 80,420 | $10,008k | Jun 30, 2019 | Jul 29, 2019 | |
Lourd Capital LLC | 80,165 | $9,976k | Jun 30, 2019 | Jul 11, 2019 | |
TIG Advisors LLC | 79,971 | $9,952k | Jun 30, 2019 | Aug 30, 2019 | |
Callahan Advisors LLC | 78,754 | $9,800k | Jun 30, 2019 | Jul 17, 2019 | |
Tufton Capital Management LLC | 78,491 | $9,767k | Jun 30, 2019 | Jul 26, 2019 | |
Guardian Capital Advisors LP | 78,948 | $9,738k | Jun 30, 2019 | Aug 14, 2019 | |
CCM Investment Advisers LLC | 76,419 | $9,509k | Jun 30, 2019 | Aug 5, 2019 | |
Howland Capital Management LLC | 76,290 | $9,494k | Jun 30, 2019 | Jul 17, 2019 | |
Grassi Investment Management LLC | 76,231 | $9,486k | Jun 30, 2019 | Jul 10, 2019 | |
BLB & B Advisors LLC | 75,808 | $9,434k | Jun 30, 2019 | Jul 29, 2019 | |
Capwealth Advisors LLC | 70,979 | $8,833k | Jun 30, 2019 | Aug 13, 2019 | |
Affinity Investment Advisors LLC | 70,800 | $8,810k | Jun 30, 2019 | Aug 8, 2019 | |
Dearborn Partners LLC | 69,798 | $8,686k | Jun 30, 2019 | Jul 29, 2019 | |
Mount Lucas Management LP | 68,774 | $8,558k | Jun 30, 2019 | Aug 14, 2019 | |
Northpointe Capital LLC | 68,439 | $8,517k | Jun 30, 2019 | Jul 26, 2019 | |
Buckley Wealth Management LLC | 67,695 | $8,424k | Jun 30, 2019 | Jul 19, 2019 | |
Chesley TAFT & Associates LLC | 67,667 | $8,420k | Jun 30, 2019 | Jul 10, 2019 | |
Dowling & Yahnke LLC | 67,271 | $8,371k | Jun 30, 2019 | Jul 22, 2019 | |
DEAN Investment Associates LLC | 66,324 | $8,253k | Jun 30, 2019 | Aug 14, 2019 | |
Violich Capital Management | 65,929 | $8,204k | Jun 30, 2019 | Jul 22, 2019 | |
Chelsea Counsel Company | 64,409 | $8,143k | Jun 30, 2018 | Oct 3, 2018 | |
USCA RIA LLC | 63,951 | $7,958k | Jun 30, 2019 | Aug 14, 2019 | |
PRIO Wealth Limited Partnership | 63,089 | $7,850k | Jun 30, 2019 | Jul 18, 2019 | |
TDAM USA Inc | 62,930 | $7,831k | Jun 30, 2019 | Aug 1, 2019 | |
Steinberg Global Asset Management Ltd | 63,529 | $7,825k | Mar 31, 2019 | Apr 24, 2019 | |
Adams Diversified Equity Fund Inc | 61,400 | $7,641k | Jun 30, 2019 | Jul 29, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 60,754 | $7,560k | Jun 30, 2019 | Aug 9, 2019 | |
Hamel Associates Inc | 60,432 | $7,520k | Jun 30, 2019 | Aug 5, 2019 | |
Brightworth LLC | 60,215 | $7,493k | Jun 30, 2019 | Jul 31, 2019 | |
Greenwood Gearhart Inc | 60,042 | $7,472k | Jun 30, 2019 | Aug 7, 2019 | |
Calamos Wealth Management LLC | 59,528 | $7,408k | Jun 30, 2019 | Aug 7, 2019 | |
Keystone Financial Planning Inc | 58,936 | $7,334k | Jun 30, 2019 | Aug 5, 2019 | |
Douglass Winthrop Advisors LLC | 58,447 | $7,273k | Jun 30, 2019 | Jul 10, 2019 | |
BOYS Arnold & Company Inc | 58,160 | $7,237k | Jun 30, 2019 | Aug 1, 2019 | |
Beese Fulmer Investment Management Inc | 58,040 | $7,222k | Jun 30, 2019 | Jul 5, 2019 | |
Private Wealth Partners LLC | 57,778 | $7,190k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 57,778 | $7,190k | Jun 30, 2019 | Aug 6, 2019 | |
American Research & Management Company | 57,198 | $7,118k | Jun 30, 2019 | Jul 18, 2019 | |
Alley Company LLC | 56,465 | $7,027k | Jun 30, 2019 | Jul 30, 2019 | |
Daiwa SB Investments Ltd | 56,430 | $6,951k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments USA Ltd | 56,430 | $6,951k | Mar 31, 2019 | Apr 18, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 55,545 | $6,913k | Jun 30, 2019 | Aug 14, 2019 | |
Meridian Investment Counsel Inc | 55,452 | $6,900k | Jun 30, 2019 | Aug 13, 2019 | |
Hourglass Capital LLC | 55,096 | $6,856k | Jun 30, 2019 | Aug 12, 2019 | |
Morgan Dempsey Capital Management LLC | 55,059 | $6,852k | Jun 30, 2019 | Aug 8, 2019 | |
Southeast Asset Advisors Inc | 55,060 | $6,852k | Jun 30, 2019 | Aug 14, 2019 | |
Viking Fund Management LLC | 54,600 | $6,794k | Jun 30, 2019 | Jul 16, 2019 | |
S & Co Inc | 53,966 | $6,716k | Jun 30, 2019 | Jul 23, 2019 | |
Bowling Portfolio Management LLC | 53,954 | $6,714k | Jun 30, 2019 | Jul 25, 2019 | |
KMS Financial Services Inc | 55,852 | $6,664k | Sep 30, 2014 | Nov 17, 2014 | |
Channing Capital Management LLC | 53,165 | $6,616k | Jun 30, 2019 | Aug 14, 2019 | |
WE Donoghue & Co LLC | 52,814 | $6,572k | Jun 30, 2019 | Jul 23, 2019 | |
Buckhead Capital Management LLC | 51,730 | $6,437k | Jun 30, 2019 | Aug 1, 2019 | |
EP Wealth Advisors LLC | 51,368 | $6,392k | Jun 30, 2019 | Aug 27, 2019 | |
Castle Rock Wealth Management LLC | 50,865 | $6,326k | Jun 30, 2019 | Aug 8, 2019 | |
Buckingham Asset Management LLC | 50,817 | $6,324k | Jun 30, 2019 | Aug 5, 2019 | |
Murphy Capital Management Inc | 50,521 | $6,286k | Jun 30, 2019 | Jul 22, 2019 | |
Ipswich Investment Management Company Inc | 50,208 | $6,248k | Jun 30, 2019 | Jul 11, 2019 | |
Goodman Financial Corporation | 50,084 | $6,232k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Financial Services Inc | 50,053 | $6,229k | Jun 30, 2019 | Aug 13, 2019 | |
Cobiz Wealth LLC | 49,680 | $6,182k | Jun 30, 2019 | Jul 8, 2019 | |
Cohen Capital Management Inc | 49,230 | $6,126k | Jun 30, 2019 | Aug 7, 2019 | |
Castleark Alternatives LLC | 48,925 | $6,088k | Jun 30, 2019 | Aug 13, 2019 | |
Bragg Financial Advisors Inc | 48,798 | $6,072k | Jun 30, 2019 | Aug 14, 2019 | |
Smith Salley & Associates LLC | 48,595 | $6,047k | Jun 30, 2019 | Jul 12, 2019 | |
Ancora Family Wealth Advisors LLC | 58,614 | $6,033k | Sep 30, 2016 | Nov 4, 2016 | |
Harbour Capital Advisors LLC | 47,473 | $5,908k | Jun 30, 2019 | Jul 10, 2019 | |
Meritage Portfolio Management Inc | 47,146 | $5,867k | Jun 30, 2019 | Jul 30, 2019 | |
Miracle MILE Advisors LLC | 46,274 | $5,758k | Jun 30, 2019 | Aug 7, 2019 | |
New England Asset Management Inc | 45,666 | $5,683k | Jun 30, 2019 | Aug 14, 2019 | |
SAND Hill Global Advisors LLC | 45,250 | $5,631k | Jun 30, 2019 | Aug 13, 2019 | |
Mastrapasqua Asset Management Inc | 44,998 | $5,599k | Jun 30, 2019 | Aug 12, 2019 | |
Cohen Klingenstein LLC | 44,876 | $5,584k | Jun 30, 2019 | Jul 15, 2019 | |
Mengis Capital Management Inc | 44,567 | $5,545k | Jun 30, 2019 | Jul 18, 2019 | |
New England Investment & Retirement Group Inc | 44,315 | $5,515k | Jun 30, 2019 | Jul 31, 2019 | |
Boston Family Office LLC | 43,655 | $5,432k | Jun 30, 2019 | Jul 30, 2019 | |
Abner Herrman & Brock LLC | 43,416 | $5,403k | Jun 30, 2019 | Jul 19, 2019 | |
Garland Capital Management Inc | 42,950 | $5,345k | Jun 30, 2019 | Jul 24, 2019 | |
Rodgers Brothers Inc | 42,394 | $5,276k | Jun 30, 2019 | Aug 14, 2019 | |
Brookmont Capital Management LLC | 41,743 | $5,194k | Jun 30, 2019 | Jul 18, 2019 | |
Merriman Wealth Management LLC | 4,143 | $5,172k | Jun 30, 2019 | Jul 31, 2019 | |
Abbrea Capital LLC | 41,320 | $5,142k | Jun 30, 2019 | Jul 31, 2019 | |
Clearstead Advisors LLC | 40,253 | $5,009k | Jun 30, 2019 | Aug 8, 2019 | |
SVA Plumb Wealth Management LLC | 39,944 | $4,971k | Jun 30, 2019 | Aug 13, 2019 | |
Shufro ROSE & Co LLC | 39,519 | $4,918k | Jun 30, 2019 | Jul 24, 2019 | |
Foothills Asset Management Ltd | 39,352 | $4,897k | Jun 30, 2019 | Jul 17, 2019 | |
Sitrin Capital Management LLC | 39,016 | $4,855k | Jun 30, 2019 | Jul 17, 2019 | |
Castleark Management LLC | 38,725 | $4,819k | Jun 30, 2019 | Aug 13, 2019 | |
Schulhoff & Co Inc | 38,656 | $4,810k | Jun 30, 2019 | Aug 7, 2019 | |
Prime Capital Investment Advisors LLC | 38,575 | $4,800k | Jun 30, 2019 | Aug 6, 2019 | |
Arrowgrass Capital Partners US LP | 38,400 | $4,778k | Put | Jun 30, 2019 | Aug 14, 2019 |
First Manhattan Co | 38,208 | $4,754k | Jun 30, 2019 | Aug 16, 2019 | |
Cambria Investment Management LP | 37,964 | $4,724k | Jun 30, 2019 | Aug 12, 2019 | |
Stralem & Company Incorporated | 37,575 | $4,676k | Jun 30, 2019 | Jul 16, 2019 | |
Woodmont Investment Counsel LLC | 37,369 | $4,650k | Jun 30, 2019 | Aug 14, 2019 | |
Middleton & Company Inc | 37,167 | $4,625k | Jun 30, 2019 | Jul 25, 2019 | |
Beacon Investment Advisory Services Inc | 37,100 | $4,617k | Jun 30, 2019 | Aug 7, 2019 | |
EFG Asset Management Americas Corp | 37,096 | $4,616k | Jun 30, 2019 | Jul 9, 2019 | |
Barrett Asset Management LLC | 37,043 | $4,610k | Jun 30, 2019 | Aug 5, 2019 | |
Thompson Investment Management Inc | 36,529 | $4,546k | Jun 30, 2019 | Aug 7, 2019 | |
RKL Wealth Management LLC | 36,017 | $4,481k | Jun 30, 2019 | Aug 2, 2019 | |
Gilman Hill Asset Management LLC | 35,684 | $4,441k | Jun 30, 2019 | Jul 17, 2019 | |
BECK MACK & Oliver LLC | 35,276 | $4,390k | Jun 30, 2019 | Aug 13, 2019 | |
Olstein Capital Management LP | 35,000 | $4,355k | Jun 30, 2019 | Jul 31, 2019 | |
GHP Investment Advisors Inc | 34,812 | $4,332k | Jun 30, 2019 | Aug 2, 2019 | |
Spearhead Capital Advisors LLC | 34,802 | $4,331k | Jun 30, 2019 | Jul 17, 2019 | |
DAVY Asset Management Limited | 34,551 | $4,300k | Jun 30, 2019 | Jul 19, 2019 | |
Capital Planning Advisors LLC | 34,028 | $4,234k | Jun 30, 2019 | Aug 9, 2019 | |
Lehman Financial Resources Inc | 34,469 | $4,214k | Sep 30, 2018 | Nov 14, 2018 | |
AULL & Monroe Investment Management Corp | 33,681 | $4,192k | Jun 30, 2019 | Jul 29, 2019 | |
Tokio Marine Asset Management USA Ltd | 33,353 | $4,150k | Jun 30, 2019 | Jul 25, 2019 | |
Cheviot Value Management LLC | 32,909 | $4,095k | Jun 30, 2019 | Aug 14, 2019 | |
Osborne Partners Capital Management LLC | 32,722 | $4,072k | Jun 30, 2019 | Jul 18, 2019 | |
CAMG Solamere Management LLC | 32,718 | $4,071k | Jun 30, 2019 | Aug 13, 2019 | |
BKD Wealth Advisors LLC | 32,233 | $4,011k | Jun 30, 2019 | Jul 10, 2019 | |
YHB Investment Advisors Inc | 32,222 | $4,010k | Jun 30, 2019 | Jul 15, 2019 | |
Intersect Capital LLC | 32,131 | $3,998k | Jun 30, 2019 | Aug 9, 2019 | |
Guardian Investment Management LLC | 32,011 | $3,983k | Jun 30, 2019 | Aug 16, 2019 | |
White Pine Capital LLC | 31,995 | $3,981k | Jun 30, 2019 | Aug 14, 2019 | |
HCR Wealth Advisors | 31,921 | $3,973k | Jun 30, 2019 | Jul 25, 2019 | |
Argyle Capital Management Inc | 31,688 | $3,943k | Jun 30, 2019 | Jul 25, 2019 | |
ARS Investment Partners LLC | 31,518 | $3,922k | Jun 30, 2019 | Aug 12, 2019 | |
Burleson & Company LLC | 32,298 | $3,900k | Jun 30, 2019 | Aug 5, 2019 | |
Convergence Investment Partners LLC | 30,767 | $3,829k | Jun 30, 2019 | Jul 23, 2019 | |
Wellington Shields Capital Management LLC | 30,715 | $3,822k | Jun 30, 2019 | Aug 8, 2019 | |
van Hulzen Asset Management LLC | 30,598 | $3,808k | Jun 30, 2019 | Aug 8, 2019 | |
United Asset Strategies Inc | 30,581 | $3,805k | Jun 30, 2019 | Jul 31, 2019 | |
Cypress Wealth Services LLC | 30,084 | $3,744k | Jun 30, 2019 | Jul 24, 2019 | |
ARP Americas LP | 29,735 | $3,700k | Jun 30, 2019 | Jul 29, 2019 | |
Carderock Capital Management Inc | 29,545 | $3,677k | Jun 30, 2019 | Jul 15, 2019 | |
Taurus Asset Management LLC | 29,422 | $3,661k | Jun 30, 2019 | Aug 14, 2019 | |
Knowledge Leaders Capital LLC | 29,291 | $3,645k | Jun 30, 2019 | Aug 7, 2019 | |
180 Wealth Advisors LLC | 30,154 | $3,641k | Jun 30, 2019 | Aug 5, 2019 | |
Andesa Financial Management Inc | 28,749 | $3,580k | Jun 30, 2019 | Jul 30, 2019 | |
Cleararc Capital Inc | 28,423 | $3,537k | Jun 30, 2019 | Aug 7, 2019 | |
NWAM LLC | 28,394 | $3,533k | Jun 30, 2019 | Jul 18, 2019 | |
Greatmark Investment Partners Inc | 28,006 | $3,485k | Jun 30, 2019 | Aug 5, 2019 | |
Oliver Luxxe Assets LLC | 28,170 | $3,482k | Jun 30, 2019 | Jul 10, 2019 | |
RAAB & Moskowitz Asset Management LLC | 27,948 | $3,477k | Jun 30, 2019 | Aug 9, 2019 | |
Benedict Financial Advisors Inc | 27,778 | $3,457k | Jun 30, 2019 | Aug 1, 2019 | |
Marble Harbor Investment Counsel LLC | 27,686 | $3,445k | Jun 30, 2019 | Aug 7, 2019 | |
Telos Capital Management Inc | 27,589 | $3,433k | Jun 30, 2019 | Jul 19, 2019 | |
Keeler Thomas Management LLC | 27,311 | $3,398k | Jun 30, 2019 | Jul 31, 2019 | |
Segment Wealth Management LLC | 27,080 | $3,370k | Jun 30, 2019 | Jul 29, 2019 | |
Fairview Capital Investment Management LLC | 26,982 | $3,357k | Jun 30, 2019 | Aug 14, 2019 | |
Annex Advisory Services LLC | 26,880 | $3,344k | Jun 30, 2019 | Jul 18, 2019 | |
Bronfman EL Rothschild LP | 26,749 | $3,329k | Jun 30, 2019 | Aug 12, 2019 | |
Hengehold Capital Management LLC | 26,240 | $3,265k | Jun 30, 2019 | Jul 23, 2019 | |
Pacific Global Investment Management Co | 25,968 | $3,232k | Jun 30, 2019 | Aug 14, 2019 | |
Richard Bernstein Advisors LLC | 25,690 | $3,196k | Jun 30, 2019 | Aug 9, 2019 | |
Hamilton Point Investment Advisors LLC | 25,629 | $3,189k | Jun 30, 2019 | Jul 18, 2019 | |
Cushing Asset Management LP | 25,610 | $3,187k | Jun 30, 2019 | Aug 14, 2019 | |
Main Street Research LLC | 25,593 | $3,185k | Jun 30, 2019 | Aug 8, 2019 | |
Pinkerton Retirement Specialists LLC | 25,401 | $3,161k | Jun 30, 2019 | Aug 6, 2019 | |
Baugh & Associates LLC | 25,400 | $3,161k | Jun 30, 2019 | Jul 23, 2019 | |
BTC Capital Management Inc | 25,348 | $3,152k | Jun 30, 2019 | Jul 26, 2019 | |
Wealthtrust Axiom LLC | 25,315 | $3,150k | Jun 30, 2019 | Aug 7, 2019 | |
Prelude Capital Management LLC | 25,000 | $3,111k | Call | Jun 30, 2019 | Aug 14, 2019 |
Evanson Asset Management LLC | 24,918 | $3,101k | Jun 30, 2019 | Jul 11, 2019 | |
Wespac Advisors LLC | 24,839 | $3,091k | Jun 30, 2019 | Jul 23, 2019 | |
Altium Wealth Management LLC | 24,843 | $3,091k | Jun 30, 2019 | Jul 18, 2019 | |
Acadian Asset Management LLC | 24,792 | $3,085k | Jun 30, 2019 | Aug 8, 2019 | |
Prospera Financial Services Inc | 24,827 | $3,079k | Jun 30, 2019 | Aug 14, 2019 | |
Choate Investment Advisors LLC | 24,691 | $3,073k | Jun 30, 2019 | Aug 14, 2019 | |
Legacy Capital Partners Inc | 24,639 | $3,066k | Jun 30, 2019 | Jul 16, 2019 | |
NTV Asset Management LLC | 24,635 | $3,066k | Jun 30, 2019 | Jul 29, 2019 | |
Auxier Asset Management LLC | 24,522 | $3,052k | Jun 30, 2019 | Aug 15, 2019 | |
Monetary Management Group Inc | 24,511 | $3,050k | Jun 30, 2019 | Aug 13, 2019 | |
The Pacific Center FOR Financial Services | 24,503 | $3,049k | Jun 30, 2019 | Aug 15, 2019 | |
Aspiriant LLC | 24,397 | $3,038k | Jun 30, 2019 | Aug 6, 2019 | |
Stony Point Wealth Management Inc | 24,479 | $3,038k | Jun 30, 2019 | Jul 23, 2019 | |
Family Legacy Inc | 24,079 | $2,996k | Jun 30, 2019 | Jul 25, 2019 | |
Valicenti Advisory Services Inc | 23,959 | $2,981k | Jun 30, 2019 | Jul 17, 2019 | |
Moloney Securities Asset Management LLC | 23,867 | $2,970k | Jun 30, 2019 | Jul 29, 2019 | |
Quadrant Capital Management LLC | 23,858 | $2,969k | Jun 30, 2019 | Aug 8, 2019 | |
Horizon Investment Services LLC | 23,820 | $2,964k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 23,820 | $2,964k | Jun 30, 2019 | Aug 13, 2019 | |
Private Wealth Advisors Inc | 23,771 | $2,958k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 23,771 | $2,958k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 23,771 | $2,958k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 23,771 | $2,958k | Jun 30, 2019 | Aug 7, 2019 | |
Fluent Financial LLC | 23,638 | $2,942k | Jun 30, 2019 | Jul 29, 2019 | |
CWA Asset Management Group LLC | 23,087 | $2,873k | Jun 30, 2019 | Aug 13, 2019 | |
The Rikoon Group LLC | 23,017 | $2,864k | Jun 30, 2019 | Aug 6, 2019 | |
Jolley Asset Management LLC | 22,927 | $2,853k | Jun 30, 2019 | Jul 22, 2019 | |
FFCM LLC | 22,603 | $2,813k | Jun 30, 2019 | Jul 30, 2019 | |
B Riley Wealth Management Inc | 22,460 | $2,795k | Jun 30, 2019 | Aug 14, 2019 | |
Birch Hill Investment Advisors LLC | 22,448 | $2,793k | Jun 30, 2019 | Jul 22, 2019 | |
Brookstone Capital Management LLC | 22,436 | $2,792k | Jun 30, 2019 | Jul 25, 2019 | |
Gables Capital Management Inc | 22,149 | $2,755k | Jun 30, 2019 | Jul 31, 2019 | |
Stearns Financial Services Group Inc | 22,102 | $2,750k | Jun 30, 2019 | Aug 14, 2019 | |
Crossvault Capital Management LLC | 22,011 | $2,739k | Jun 30, 2019 | Jul 19, 2019 | |
Conservest Capital Advisors Inc | 21,983 | $2,736k | Jun 30, 2019 | Jul 10, 2019 | |
Summit Financial Wealth Advisors LLC | 21,782 | $2,711k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 21,782 | $2,711k | Jun 30, 2019 | Jul 16, 2019 | |
Marietta Wealth Management LLC | 21,568 | $2,684k | Jun 30, 2019 | Aug 14, 2019 | |
North Star Investment Management Corporation | 21,503 | $2,676k | Jun 30, 2019 | Jul 15, 2019 | |
Bridgewater Associates LP | 21,386 | $2,661k | Jun 30, 2019 | Aug 13, 2019 | |
Sigma Investment Counselors Inc | 21,152 | $2,632k | Jun 30, 2019 | Jul 23, 2019 | |
Hedeker Wealth LLC | 21,143 | $2,631k | Jun 30, 2019 | Jul 26, 2019 | |
Butensky & Cohen Financial Security Inc | 21,084 | $2,624k | Jun 30, 2019 | Jul 12, 2019 | |
West Oak Capital LLC | 21,055 | $2,620k | Jun 30, 2019 | Jul 12, 2019 | |
DUFF & Phelps Investment Management Co | 20,895 | $2,600k | Jun 30, 2019 | Aug 2, 2019 | |
Somerset Group LLC | 20,897 | $2,600k | Jun 30, 2019 | Aug 12, 2019 | |
Telemus Capital LLC | 21,879 | $2,598k | Jun 30, 2019 | Aug 9, 2019 | |
Selway Asset Management Inc | 20,865 | $2,596k | Jun 30, 2019 | Jul 30, 2019 | |
Strategy Asset Managers LLC | 20,686 | $2,574k | Jun 30, 2019 | Aug 14, 2019 | |
Neumann Capital Management LLC | 20,261 | $2,521k | Jun 30, 2019 | Jul 25, 2019 | |
Golub Group LLC | 20,256 | $2,521k | Jun 30, 2019 | Aug 13, 2019 | |
Arlington Financial Advisors LLC | 20,221 | $2,516k | Jun 30, 2019 | Aug 5, 2019 | |
Personal Resources Investment and Strategic Management Inc | 20,187 | $2,512k | Jun 30, 2019 | Aug 6, 2019 | |
Lyell Wealth Management LP | 19,959 | $2,484k | Jun 30, 2019 | Aug 1, 2019 | |
Harwood Advisory Group LLC | 19,895 | $2,476k | Jun 30, 2019 | Aug 7, 2019 | |
STA Wealth Management LLC | 19,837 | $2,469k | Jun 30, 2019 | Aug 14, 2019 | |
Oxbow Advisors LLC | 19,726 | $2,455k | Jun 30, 2019 | Aug 7, 2019 | |
Mendel Money Management Inc | 19,702 | $2,452k | Jun 30, 2019 | Aug 8, 2019 | |
Karpas Strategies LLC | 19,488 | $2,425k | Jun 30, 2019 | Jul 25, 2019 | |
Bourgeon Capital Management LLC | 19,333 | $2,406k | Jun 30, 2019 | Jul 18, 2019 | |
Excalibur Management Corp | 18,943 | $2,357k | Jun 30, 2019 | Jul 26, 2019 | |
Bingham Osborn & Scarborough LLC | 18,558 | $2,309k | Jun 30, 2019 | Aug 2, 2019 | |
LEE Danner & BASS Inc | 18,322 | $2,280k | Jun 30, 2019 | Jul 30, 2019 | |
Horizon Investments LLC | 18,267 | $2,273k | Jun 30, 2019 | Aug 14, 2019 | |
Patton Albertson Miller Group LLC | 18,520 | $2,267k | Jun 30, 2019 | Aug 12, 2019 | |
HIGH Pointe Capital Management LLC | 18,140 | $2,257k | Jun 30, 2019 | Aug 12, 2019 | |
Pictet North America Advisors SA | 18,134 | $2,257k | Jun 30, 2019 | Aug 7, 2019 | |
Mirador Capital Partners LP | 18,122 | $2,255k | Jun 30, 2019 | Aug 6, 2019 | |
Sippican Capital Advisors LLC | 17,983 | $2,238k | Jun 30, 2019 | Jul 17, 2019 | |
Shoker Investment Counsel Inc | 17,915 | $2,229k | Jun 30, 2019 | Aug 9, 2019 | |
Marshwinds Advisory Company | 20,426 | $2,222k | Dec 31, 2018 | Jan 7, 2019 | |
Homrich & BERG Inc | 17,849 | $2,221k | Jun 30, 2019 | Aug 5, 2019 | |
Whitnell & Co | 17,826 | $2,218k | Jun 30, 2019 | Jul 16, 2019 | |
Advisors Capital Management LLC | 17,736 | $2,207k | Jun 30, 2019 | Aug 15, 2019 | |
Baker Avenue Asset Management LP | 17,627 | $2,193k | Jun 30, 2019 | Aug 14, 2019 | |
Mission Wealth Management LP | 17,606 | $2,191k | Jun 30, 2019 | Aug 9, 2019 | |
Savant Capital LLC | 17,391 | $2,164k | Jun 30, 2019 | Aug 6, 2019 | |
Curbstone Financial Management Corporation | 17,360 | $2,160k | Jun 30, 2019 | Jul 9, 2019 | |
Hall Capital Management Company Inc | 17,228 | $2,144k | Jun 30, 2019 | Aug 14, 2019 | |
Wilmington Trust Investment Management LLC | 16,340 | $2,130k | Jun 30, 2014 | Aug 13, 2014 | |
Bell & Brown Wealth Advisors LLC | 17,080 | $2,125k | Jun 30, 2019 | Aug 6, 2019 | |
Calton & Associates Inc | 16,866 | $2,099k | Jun 30, 2019 | Jul 9, 2019 | |
Monarch Capital Management Inc | 16,758 | $2,085k | Jun 30, 2019 | Jul 31, 2019 | |
Tortoise Capital Advisors LLC | 16,607 | $2,067k | Jun 30, 2019 | Aug 14, 2019 | |
Bridgecreek Investment Management LLC | 16,562 | $2,061k | Jun 30, 2019 | Aug 14, 2019 | |
Harvey Investment Company LLC | 16,520 | $2,056k | Jun 30, 2019 | Jul 16, 2019 | |
Provise Management Group LLC | 16,415 | $2,043k | Jun 30, 2019 | Aug 9, 2019 | |
Colonial Trust Advisors Inc | 16,376 | $2,038k | Jun 30, 2019 | Aug 21, 2019 | |
Parthenon LLC | 16,355 | $2,035k | Jun 30, 2019 | Jul 29, 2019 | |
Marietta Investment Partners LLC | 16,337 | $2,033k | Jun 30, 2019 | Aug 13, 2019 | |
BEL AIR Investment Advisors LLC | 16,547 | $2,010k | Sep 30, 2013 | Nov 12, 2013 | |
Traynor Capital Management Inc | 16,040 | $2,002k | Jun 30, 2019 | Jul 26, 2019 | |
Sawgrass Asset Management LLC | 16,021 | $1,994k | Jun 30, 2019 | Jul 23, 2019 | |
Triangle Securities Wealth Management | 16,132 | $1,994k | Jun 30, 2019 | Jul 10, 2019 | |
Neuberger Berman Breton Hill ULC | 16,746 | $1,968k | Sep 30, 2017 | Nov 3, 2017 | |
Mitchell Mcleod PUGH & Williams Inc | 15,753 | $1,960k | Jun 30, 2019 | Jul 9, 2019 | |
Investment Counsel Inc | 15,654 | $1,953k | Jun 30, 2019 | Jul 29, 2019 | |
Private Counsel Group Ltd | 15,654 | $1,953k | Jun 30, 2019 | Jul 29, 2019 | |
Acropolis Investment Management LLC | 15,581 | $1,939k | Jun 30, 2019 | Jul 11, 2019 | |
Oarsman Capital Inc | 15,556 | $1,936k | Jun 30, 2019 | Aug 13, 2019 | |
Sequoia Financial Advisors LLC | 15,453 | $1,923k | Jun 30, 2019 | Jul 31, 2019 | |
New Potomac Partners LLC | 15,439 | $1,921k | Jun 30, 2019 | Jul 26, 2019 | |
OLD West Investment Management LLC | 15,398 | $1,916k | Jun 30, 2019 | Aug 14, 2019 | |
Guardian Capital LP | 15,171 | $1,888k | Jun 30, 2019 | Aug 14, 2019 | |
ALTA Capital Management LLC | 15,123 | $1,881k | Jun 30, 2019 | Jul 26, 2019 | |
Hunter Associates Investment Management LLC | 15,025 | $1,870k | Jun 30, 2019 | Aug 8, 2019 | |
Legacy Financial Advisors Inc | 15,006 | $1,867k | Jun 30, 2019 | Jul 15, 2019 | |
Bristlecone Advisors LLC | 14,976 | $1,864k | Jun 30, 2019 | Jul 19, 2019 | |
Northstar Wealth Partners LLC | 14,840 | $1,847k | Jun 30, 2019 | Aug 15, 2019 | |
Mitchell Capital Management Co | 14,788 | $1,840k | Jun 30, 2019 | Jul 24, 2019 | |
Wrapmanager Inc | 14,732 | $1,833k | Jun 30, 2019 | Jul 31, 2019 | |
Diligent Investors LLC | 14,604 | $1,817k | Jun 30, 2019 | Aug 1, 2019 | |
Gratus Capital LLC | 14,591 | $1,816k | Jun 30, 2019 | Aug 7, 2019 | |
Edgestream Partners LP | 14,475 | $1,801k | Jun 30, 2019 | Aug 8, 2019 | |
Tiedemann Advisors LLC | 14,376 | $1,792k | Jun 30, 2019 | Aug 13, 2019 | |
Johanson Financial Advisors Inc | 14,277 | $1,782k | Jun 30, 2019 | Jul 29, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 14,149 | $1,761k | Jun 30, 2019 | Jul 15, 2019 | |
Aldebaran Financial Inc | 14,103 | $1,755k | Jun 30, 2019 | Aug 14, 2019 | |
Winslow Asset Management Inc | 13,959 | $1,737k | Jun 30, 2019 | Jul 29, 2019 | |
BFSG LLC | 13,962 | $1,737k | Jun 30, 2019 | Jul 30, 2019 | |
Bennicas & Associates Inc | 13,882 | $1,727k | Jun 30, 2019 | Jul 12, 2019 | |
Shepherd Financial Partners LLC | 13,850 | $1,723k | Jun 30, 2019 | Aug 5, 2019 | |
Fundx Investment Group LLC | 13,700 | $1,705k | Jun 30, 2019 | Aug 5, 2019 | |
RFG Advisory LLC | 13,641 | $1,696k | Jun 30, 2019 | Aug 23, 2019 | |
FORT Point Capital Partners LLC | 13,616 | $1,694k | Jun 30, 2019 | Aug 9, 2019 | |
Cohen & Steers Capital Management Inc | 16,020 | $1,682k | Mar 31, 2015 | May 15, 2015 | |
Baker Ellis Asset Management LLC | 13,481 | $1,678k | Jun 30, 2019 | Aug 12, 2019 | |
Interocean Capital LLC | 13,477 | $1,677k | Jun 30, 2019 | Aug 13, 2019 | |
IHT Wealth Management LLC | 13,427 | $1,675k | Jun 30, 2019 | Aug 12, 2019 | |
Nicholas Hoffman & Company LLC | 13,412 | $1,669k | Jun 30, 2019 | Aug 12, 2019 | |
Formidable Asset Management LLC | 15,344 | $1,669k | Dec 31, 2018 | Feb 6, 2019 | |
Cornell Pochily Investment Advisors Inc | 13,382 | $1,665k | Jun 30, 2019 | Jul 22, 2019 | |
American National Registered Investment Advisor Inc | 13,330 | $1,659k | Jun 30, 2019 | Aug 5, 2019 | |
Wellington Shields & Co LLC | 13,321 | $1,658k | Jun 30, 2019 | Aug 8, 2019 | |
CPWM LLC | 13,297 | $1,655k | Jun 30, 2019 | Aug 2, 2019 | |
Northwest Investment Counselors LLC | 13,280 | $1,653k | Jun 30, 2019 | Jul 25, 2019 | |
Towerpoint Wealth LLC | 13,407 | $1,651k | Jun 30, 2019 | Aug 7, 2019 | |
Condor Capital Management | 13,170 | $1,639k | Jun 30, 2019 | Aug 5, 2019 | |
Shamrock Asset Management LLC | 13,138 | $1,635k | Jun 30, 2019 | Aug 9, 2019 | |
Liberty Capital Management Inc | 13,120 | $1,633k | Jun 30, 2019 | Jul 15, 2019 | |
Blue FIN Capital Inc | 13,000 | $1,617k | Jun 30, 2019 | Jul 22, 2019 | |
Breiter Capital Management Inc | 12,845 | $1,598k | Jun 30, 2019 | Aug 23, 2019 | |
Hartline Investment Corp | 12,775 | $1,590k | Jun 30, 2019 | Aug 8, 2019 | |
Allied Investment Advisors LLC | 12,766 | $1,589k | Jun 30, 2019 | Jul 17, 2019 | |
Wealth Alliance Advisory Group LLC | 12,628 | $1,588k | Jun 30, 2019 | Jul 17, 2019 | |
Claraphi Advisory Network LLC | 12,748 | $1,586k | Jun 30, 2019 | Jul 29, 2019 | |
Miles Capital Inc | 12,548 | $1,561k | Jun 30, 2019 | Aug 13, 2019 | |
Sanders Morris Harris LLC | 12,523 | $1,558k | Jun 30, 2019 | Jul 10, 2019 | |
The Caprock Group Inc | 12,449 | $1,549k | Jun 30, 2019 | Jul 23, 2019 | |
Aries Wealth Management LLC | 12,504 | $1,545k | Jun 30, 2019 | Jul 15, 2019 | |
Kovitz Investment Group Partners LLC | 12,390 | $1,542k | Jun 30, 2019 | Aug 14, 2019 | |
Birinyi Associates Inc | 12,308 | $1,532k | Jun 30, 2019 | Aug 5, 2019 | |
Joel Isaacson & Co LLC | 12,278 | $1,528k | Jun 30, 2019 | Jul 11, 2019 | |
TSP Capital Management Group LLC | 12,255 | $1,525k | Jun 30, 2019 | Aug 9, 2019 | |
Cfo4Life Group LLC | 12,242 | $1,523k | Jun 30, 2019 | Jul 29, 2019 | |
Frontier Wealth Management LLC | 12,166 | $1,514k | Jun 30, 2019 | Aug 16, 2019 | |
Dumont & Blake Investment Advisors LLC | 12,155 | $1,513k | Jun 30, 2019 | Aug 1, 2019 | |
Tradition Capital Management LLC | 12,252 | $1,509k | Mar 31, 2019 | May 7, 2019 | |
The RICE Partnership LLC | 12,104 | $1,506k | Jun 30, 2019 | Jul 25, 2019 | |
Providence Wealth Advisors LLC | 12,099 | $1,503k | Jun 30, 2019 | Jul 22, 2019 | |
PFG Advisors LLC | 12,042 | $1,490k | Jun 30, 2019 | Aug 5, 2019 | |
MRAZ Amerine & Associates Inc | 11,916 | $1,483k | Jun 30, 2019 | Aug 2, 2019 | |
Green Square Capital LLC | 11,854 | $1,475k | Jun 30, 2019 | Aug 14, 2019 | |
Delphi Management Inc | 11,641 | $1,449k | Jun 30, 2019 | Aug 20, 2019 | |
Clear Harbor Asset Management LLC | 11,459 | $1,426k | Jun 30, 2019 | Jul 22, 2019 | |
Wright Investors Service Inc | 11,419 | $1,421k | Jun 30, 2019 | Aug 1, 2019 | |
Cowen Prime Services LLC | 11,350 | $1,412k | Jun 30, 2019 | Jul 31, 2019 | |
Lakeview Capital Partners LLC | 11,214 | $1,395k | Jun 30, 2019 | Aug 5, 2019 | |
Autus Asset Management LLC | 11,197 | $1,393k | Jun 30, 2019 | Jul 15, 2019 | |
van Strum & Towne Inc | 11,090 | $1,380k | Jun 30, 2019 | Aug 12, 2019 | |
Unison Advisors LLC | 11,084 | $1,379k | Jun 30, 2019 | Jul 11, 2019 | |
Alpha Cubed Investments LLC | 11,081 | $1,379k | Jun 30, 2019 | Jul 19, 2019 | |
Torch Wealth Management LLC | 11,044 | $1,374k | Jun 30, 2019 | Aug 2, 2019 | |
American Financial Network Advisory Services LLC | 11,073 | $1,363k | Jun 30, 2019 | Aug 9, 2019 | |
Brown Advisory Securities LLC | 10,967 | $1,361k | Jun 30, 2019 | Aug 12, 2019 | |
RB Capital Management LLC | 10,886 | $1,355k | Jun 30, 2019 | Aug 7, 2019 | |
Chilton Capital Management LLC | 10,880 | $1,354k | Jun 30, 2019 | Aug 13, 2019 | |
FORD Financial Group Inc | 10,816 | $1,346k | Jun 30, 2019 | Jul 25, 2019 | |
Kiley Juergens Wealth Management LLC | 10,692 | $1,330k | Jun 30, 2019 | Jul 11, 2019 | |
SFMG LLC | 10,711 | $1,325k | Jun 30, 2019 | Aug 5, 2019 | |
Biltmore Family Office LLC | 10,614 | $1,321k | Jun 30, 2019 | Jul 31, 2019 | |
Altavista Wealth Management Inc | 10,512 | $1,308k | Jun 30, 2019 | Aug 13, 2019 | |
Marco Investment Management LLC | 10,457 | $1,301k | Jun 30, 2019 | Aug 6, 2019 | |
Boston Research and Management Inc | 10,432 | $1,298k | Jun 30, 2019 | Aug 7, 2019 | |
Plancorp LLC | 10,332 | $1,286k | Jun 30, 2019 | Aug 13, 2019 | |
Monte Financial Group LLC | 10,223 | $1,272k | Jun 30, 2019 | Aug 7, 2019 | |
Premier Asset Management LLC | 10,150 | $1,263k | Jun 30, 2019 | Aug 7, 2019 | |
Fagan Associates Inc | 10,029 | $1,248k | Jun 30, 2019 | Jul 12, 2019 | |
Yorktown Management and Research Co Inc | 10,000 | $1,244k | Jun 30, 2019 | Aug 2, 2019 | |
Cahill Financial Advisors Inc | 9,929 | $1,236k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 9,929 | $1,236k | Jun 30, 2019 | Aug 9, 2019 | |
Pratt Collard Advisory Partners LLC | 9,895 | $1,231k | Jun 30, 2019 | Jul 16, 2019 | |
DF DENT and Company Inc | 9,849 | $1,226k | Jun 30, 2019 | Aug 15, 2019 | |
SFE Investment Counsel Inc | 9,659 | $1,202k | Jun 30, 2019 | Jul 26, 2019 | |
Keating Investment Counselors Inc | 9,651 | $1,201k | Jun 30, 2019 | Aug 1, 2019 | |
Exchange Capital Management Inc | 9,543 | $1,188k | Jun 30, 2019 | Jul 22, 2019 | |
Dividend Assets Capital LLC | 9,512 | $1,184k | Jun 30, 2019 | Jul 12, 2019 | |
Cornerstone Capital Inc | 9,499 | $1,182k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 9,499 | $1,182k | Jun 30, 2019 | Aug 14, 2019 | |
Chickasaw Capital Management LLC | 9,481 | $1,180k | Jun 30, 2019 | Jul 15, 2019 | |
Benin Management Corp | 9,405 | $1,170k | Jun 30, 2019 | Jul 31, 2019 | |
Clear Perspective Advisors LLC | 9,289 | $1,156k | Jun 30, 2019 | Aug 12, 2019 | |
Advanced Asset Management Advisors Inc | 9,275 | $1,154k | Jun 30, 2019 | Aug 2, 2019 | |
Gardner Russo & Gardner LLC | 9,268 | $1,153k | Jun 30, 2019 | Aug 13, 2019 | |
DB Root & Company LLC | 9,265 | $1,153k | Jun 30, 2019 | Jul 19, 2019 | |
Corda Investment Management LLC | 9,223 | $1,147k | Jun 30, 2019 | Aug 9, 2019 | |
Windsor Capital Management LLC | 9,189 | $1,143k | Jun 30, 2019 | Aug 2, 2019 | |
Apriem Advisors | 9,179 | $1,142k | Jun 30, 2019 | Aug 14, 2019 | |
Granite Group Advisors LLC | 9,053 | $1,127k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 9,053 | $1,127k | Jun 30, 2019 | Jul 23, 2019 | |
Blackhawk Capital Partners LLC | 9,009 | $1,121k | Jun 30, 2019 | Aug 13, 2019 | |
South Street Advisors LLC | 8,980 | $1,117k | Jun 30, 2019 | Jul 22, 2019 | |
Venturi Wealth Management LLC | 8,929 | $1,111k | Jun 30, 2019 | Aug 7, 2019 | |
Strategic Financial Group LLC | 8,869 | $1,104k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 8,869 | $1,104k | Jun 30, 2019 | Jul 29, 2019 | |
Private Vista LLC | 8,852 | $1,102k | Jun 30, 2019 | Jul 19, 2019 | |
Northside Capital Management LLC | 8,846 | $1,101k | Jun 30, 2019 | Jul 16, 2019 | |
California Capital Advisors Inc | 8,685 | $1,081k | Jun 30, 2019 | Jul 15, 2019 | |
Vivaldi Capital Management LLC | 8,482 | $1,056k | Jun 30, 2019 | Aug 14, 2019 | |
Court Place Advisors LLC | 8,466 | $1,054k | Jun 30, 2019 | Jul 30, 2019 | |
Altfest L J & Co Inc | 8,421 | $1,048k | Jun 30, 2019 | Jul 15, 2019 | |
Navellier & Associates Inc | 8,316 | $1,035k | Jun 30, 2019 | Jul 17, 2019 | |
ST Johns Investment Management Company LLC | 8,282 | $1,031k | Jun 30, 2019 | Jul 24, 2019 | |
Cambridge Advisors Inc | 8,241 | $1,026k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 8,241 | $1,026k | Jun 30, 2019 | Jul 26, 2019 | |
Partnervest Advisory Services LLC | 8,229 | $1,024k | Jun 30, 2019 | Aug 7, 2019 | |
SOL Capital Management Co | 8,130 | $1,012k | Jun 30, 2019 | Jul 17, 2019 | |
Epstein and White Financial LLC | 8,496 | $1,010k | Jun 30, 2019 | Jul 19, 2019 | |
Aristotle Atlantic Partners LLC | 8,076 | $1,005k | Jun 30, 2019 | Aug 13, 2019 | |
The Central Trust Bank | 8,041 | $1,001k | Jun 30, 2019 | Jul 16, 2019 | |
SCP Investment LP | 8,000 | $996k | Jun 30, 2019 | Aug 6, 2019 | |
Sicart Associates LLC | 8,000 | $996k | Jun 30, 2019 | Jul 23, 2019 | |
Carnick & Kubik Group LLC | 7,836 | $975k | Jun 30, 2019 | Jul 30, 2019 | |
Appleton Partners Inc | 7,819 | $973k | Jun 30, 2019 | Jul 25, 2019 | |
Doliver Capital Advisors LP | 7,733 | $962k | Jun 30, 2019 | Jul 25, 2019 | |
New England Private Wealth Advisors LLC | 7,674 | $954k | Jun 30, 2019 | Aug 8, 2019 | |
Searle & Co | 7,600 | $946k | Jun 30, 2019 | Jul 17, 2019 | |
DAY & Ennis LLC | 7,591 | $945k | Jun 30, 2019 | Aug 2, 2019 | |
Stadion Money Management LLC | 7,565 | $941k | Jun 30, 2019 | Aug 14, 2019 | |
Bernicke Wealth Management Ltd | 7,561 | $941k | Jun 30, 2019 | Aug 5, 2019 | |
Wheatland Advisors Inc | 7,522 | $936k | Jun 30, 2019 | Aug 7, 2019 | |
Ramsay Stattman VELA & Price Inc | 7,505 | $934k | Jun 30, 2019 | Aug 9, 2019 | |
West Coast Financial LLC | 7,423 | $924k | Jun 30, 2019 | Jul 16, 2019 | |
E & G Advisors LP | 7,420 | $923k | Jun 30, 2019 | Jul 12, 2019 | |
The Renaissance Group LLC | 7,390 | $920k | Jun 30, 2019 | Aug 13, 2019 | |
Renaissance Investment Group LLC | 7,390 | $920k | Jun 30, 2019 | Aug 13, 2019 | |
Independent Investors Inc | 7,300 | $908k | Jun 30, 2019 | Jul 18, 2019 | |
Salem Capital Management Inc | 7,300 | $908k | Jun 30, 2019 | Jul 9, 2019 | |
F3Logic LLC | 7,269 | $904k | Jun 30, 2019 | Aug 2, 2019 | |
Sandhill Capital Partners LLC | 7,200 | $896k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgeworth LLC | 7,196 | $896k | Jun 30, 2019 | Jul 25, 2019 | |
Wescap Management Group Inc | 7,186 | $894k | Jun 30, 2019 | Aug 6, 2019 | |
Alphastar Capital Management LLC | 7,138 | $888k | Jun 30, 2019 | Aug 14, 2019 | |
Cooper/Haims Advisors LLC | 7,128 | $887k | Jun 30, 2019 | Jul 26, 2019 | |
Good Life Advisors LLC | 7,058 | $880k | Jun 30, 2019 | Aug 6, 2019 | |
Capital Investment Counsel Inc | 6,890 | $857k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 6,890 | $857k | Jun 30, 2019 | Jul 26, 2019 | |
ELM Advisors LLC | 6,720 | $836k | Jun 30, 2019 | Jul 3, 2019 | |
Guinness Atkinson Asset Management Inc | 6,700 | $834k | Jun 30, 2019 | Jul 26, 2019 | |
Founders Financial Securities LLC | 6,697 | $833k | Jun 30, 2019 | Jul 22, 2019 | |
Canal Capital Management LLC | 6,636 | $826k | Jun 30, 2019 | Jul 31, 2019 | |
Summit X | 6,519 | $811k | Jun 30, 2019 | Aug 13, 2019 | |
Wendell David Associates Inc | 6,497 | $808k | Jun 30, 2019 | Jul 16, 2019 | |
Pring/Turner Capital Group Inc | 7,399 | $805k | Dec 31, 2018 | Feb 14, 2019 | |
RICE Hall James & Associates LLC | 6,467 | $805k | Jun 30, 2019 | Aug 1, 2019 | |
Berkeley Capital Partners LLC | 6,461 | $804k | Jun 30, 2019 | Aug 8, 2019 | |
Wealthplan Partners Inc | 6,496 | $795k | Jun 30, 2019 | Aug 19, 2019 | |
Wealthstar Advisors LLC | 6,294 | $784k | Jun 30, 2019 | Aug 7, 2019 | |
Woodstock Corporation | 6,219 | $774k | Jun 30, 2019 | Jul 3, 2019 | |
Bramshill Investments LLC | 6,198 | $771k | Jun 30, 2019 | Aug 14, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 6,189 | $770k | Jun 30, 2019 | Aug 13, 2019 | |
Jaffetilchin Investment Partners LLC | 6,128 | $763k | Jun 30, 2019 | Aug 13, 2019 | |
Murphy Pohlad Asset Management LLC | 6,125 | $762k | Jun 30, 2019 | Aug 6, 2019 | |
Bienville Capital Management LLC | 6,126 | $762k | Jun 30, 2019 | Aug 14, 2019 | |
Tiemann Investment Advisors LLC | 6,112 | $761k | Jun 30, 2019 | Aug 13, 2019 | |
Aureus Asset Management LLC | 6,041 | $752k | Jun 30, 2019 | Aug 14, 2019 | |
GM Advisory Group Inc | 5,937 | $739k | Jun 30, 2019 | Aug 9, 2019 | |
Founders Capital Management Inc | 5,930 | $738k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Capital Management LLC | 5,930 | $738k | Jun 30, 2019 | Jul 11, 2019 | |
JGP Wealth Management LLC | 5,882 | $732k | Jun 30, 2019 | Jul 15, 2019 | |
Edgemoor Investment Advisors Inc | 5,829 | $725k | Jun 30, 2019 | Aug 9, 2019 | |
Investment Counselors of Maryland LLC | 5,790 | $721k | Jun 30, 2019 | Aug 5, 2019 | |
Bigelow Investment Advisors LLC | 5,769 | $718k | Jun 30, 2019 | Jul 17, 2019 | |
LLBH Private Wealth Management LLC | 5,642 | $702k | Jun 30, 2019 | Aug 13, 2019 | |
Arrowmark Colorado Holdings LLC | 5,600 | $697k | Jun 30, 2019 | Aug 14, 2019 | |
Hollow Brook Wealth Management LLC | 5,589 | $695k | Jun 30, 2019 | Aug 13, 2019 | |
Brave Asset Management Inc | 5,543 | $690k | Jun 30, 2019 | Aug 5, 2019 | |
Alexandria Capital LLC | 5,540 | $689k | Jun 30, 2019 | Aug 12, 2019 | |
Secrest Blakey & Associates LLC | 5,526 | $688k | Jun 30, 2019 | Aug 13, 2019 | |
The Mathes Company Inc | 5,425 | $675k | Jun 30, 2019 | Jul 29, 2019 | |
Westbourne Investment Advisors Inc | 5,424 | $675k | Jun 30, 2019 | Jul 22, 2019 | |
S R Schill & Associates Inc | 5,411 | $673k | Jun 30, 2019 | Aug 19, 2019 | |
Princeton Capital Management LLC | 5,388 | $670k | Jun 30, 2019 | Aug 12, 2019 | |
The Fiduciary Group LLC | 5,373 | $669k | Jun 30, 2019 | Aug 14, 2019 | |
Mckinley Carter Wealth Services Inc | 5,341 | $665k | Jun 30, 2019 | Aug 2, 2019 | |
Ausdal Financial Partners Inc | 5,254 | $653k | Jun 30, 2019 | Aug 5, 2019 | |
Spinnaker Investment Group LLC | 5,200 | $647k | Jun 30, 2019 | Jul 11, 2019 | |
Harfst and Associates Inc | 5,094 | $633k | Jun 30, 2019 | Aug 14, 2019 | |
Probity Advisors Inc | 5,072 | $631k | Jun 30, 2019 | Aug 8, 2019 | |
The Family FIRM Inc | 5,056 | $629k | Jun 30, 2019 | Aug 6, 2019 | |
Evermay Wealth Management LLC | 5,051 | $629k | Jun 30, 2019 | Jul 23, 2019 | |
Modera Wealth Management LLC | 5,034 | $626k | Jun 30, 2019 | Aug 7, 2019 | |
Family Management Corporation | 4,984 | $620k | Jun 30, 2019 | Aug 14, 2019 | |
Independence Advisors LLC | 4,984 | $620k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 4,984 | $620k | Jun 30, 2019 | Aug 12, 2019 | |
Huntington Steele LLC | 5,419 | $618k | Mar 31, 2018 | Apr 18, 2018 | |
GFS Advisors LLC | 4,970 | $618k | Jun 30, 2019 | Aug 1, 2019 | |
Overbrook Management Corporation | 4,908 | $611k | Jun 30, 2019 | Aug 13, 2019 | |
Bruderman Asset Management LLC | 4,829 | $601k | Jun 30, 2019 | Aug 12, 2019 | |
America First Investment Advisors LLC | 4,757 | $592k | Jun 30, 2019 | Jul 29, 2019 | |
Payden & Rygel | 4,750 | $591k | Jun 30, 2019 | Aug 6, 2019 | |
Campbell Newman Asset Management Inc | 4,700 | $585k | Jun 30, 2019 | Jul 24, 2019 | |
Northrock Partners LLC | 4,702 | $585k | Jun 30, 2019 | Aug 12, 2019 | |
Quadrant Private Wealth Management LLC | 4,690 | $584k | Jun 30, 2019 | Aug 13, 2019 | |
Accredited Investors Inc | 4,571 | $569k | Jun 30, 2019 | Aug 13, 2019 | |
Summit Asset Management LLC | 4,563 | $568k | Jun 30, 2019 | Aug 7, 2019 | |
TLWM LLC | 4,543 | $563k | Jun 30, 2019 | Jul 12, 2019 | |
BSW Wealth Partners LLC | 4,509 | $561k | Jun 30, 2019 | Aug 13, 2019 | |
SPC Financial Inc | 4,501 | $560k | Jun 30, 2019 | Aug 1, 2019 | |
Financial Engines Advisors LLC | 4,494 | $559k | Jun 30, 2019 | Aug 9, 2019 | |
Chatham Capital Group Inc | 4,476 | $557k | Jun 30, 2019 | Jul 24, 2019 | |
Foundations Investment Advisors LLC | 4,463 | $551k | Jun 30, 2019 | Jul 8, 2019 | |
Eubel Brady & Suttman Asset Management Inc | 4,423 | $550k | Jun 30, 2019 | Aug 12, 2019 | |
Access Financial Services Inc | 4,412 | $549k | Jun 30, 2019 | Jul 24, 2019 | |
Aristotle Capital Management LLC | 4,381 | $545k | Jun 30, 2019 | Aug 14, 2019 | |
Baldwin Investment Management LLC | 4,366 | $543k | Jun 30, 2019 | Aug 6, 2019 | |
Vision Capital Management Inc | 4,306 | $536k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 4,306 | $536k | Jun 30, 2019 | Jul 29, 2019 | |
BRAY Capital Advisors LLC | 4,308 | $536k | Jun 30, 2019 | Jul 29, 2019 | |
HITE Hedge Asset Management LLC | 4,247 | $528k | Jun 30, 2019 | Aug 13, 2019 | |
Cubic Asset Management LLC | 4,172 | $519k | Jun 30, 2019 | Jul 29, 2019 | |
Sonata Capital Group Inc | 4,157 | $517k | Jun 30, 2019 | Aug 5, 2019 | |
Valmark Advisers Inc | 4,125 | $513k | Jun 30, 2019 | Aug 7, 2019 | |
Peak Asset Management LLC | 4,064 | $506k | Jun 30, 2019 | Aug 15, 2019 | |
Biegel & Waller LLC | 4,070 | $506k | Jun 30, 2019 | Jul 23, 2019 | |
Schaller Investment Group Inc | 4,027 | $501k | Jun 30, 2019 | Aug 9, 2019 | |
Measured Wealth Private Client Group LLC | 4,008 | $499k | Jun 30, 2019 | Jul 26, 2019 | |
Needham Investment Management LLC | 4,000 | $498k | Jun 30, 2019 | Aug 14, 2019 | |
Compass Capital Management Inc | 3,975 | $495k | Jun 30, 2019 | Jul 31, 2019 | |
Lejeune Puetz Investment Counsel | 3,963 | $493k | Jun 30, 2019 | Jul 29, 2019 | |
Copperwynd Financial LLC | 3,960 | $493k | Jun 30, 2019 | Aug 7, 2019 | |
Mount Yale Investment Advisors LLC | 4,087 | $487k | Jun 30, 2019 | Aug 13, 2019 | |
DEAN Capital Management LLC | 3,912 | $487k | Jun 30, 2019 | Aug 12, 2019 | |
DEAN Capital Investments Management LLC | 3,912 | $487k | Jun 30, 2019 | Aug 12, 2019 | |
LBMC Investment Advisors LLC | 3,895 | $485k | Jun 30, 2019 | Jul 18, 2019 | |
Nelson Roberts Investment Advisors LLC | 3,883 | $483k | Jun 30, 2019 | Jul 25, 2019 | |
Wilkins Investment Counsel Inc | 3,840 | $478k | Jun 30, 2019 | Aug 9, 2019 | |
Crescent Grove Advisors LLC | 3,840 | $478k | Jun 30, 2019 | Aug 6, 2019 | |
Meristem Family Wealth LLC | 3,745 | $466k | Jun 30, 2019 | Aug 6, 2019 | |
Successful Portfolios LLC | 3,726 | $464k | Jun 30, 2019 | Jul 11, 2019 | |
The Northstar Group Inc | 3,705 | $461k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 3,705 | $461k | Jun 30, 2019 | Jul 12, 2019 | |
First Heartland Consultants Inc | 3,699 | $460k | Jun 30, 2019 | Aug 12, 2019 | |
Hartwell J M Ltd Partnership | 3,685 | $459k | Jun 30, 2019 | Jul 31, 2019 | |
Vista Investment Management LLC | 3,674 | $457k | Jun 30, 2019 | Aug 14, 2019 | |
Loudon Investment Management LLC | 3,663 | $456k | Jun 30, 2019 | Aug 13, 2019 | |
Eagle Ridge Investment Management LLC | 3,594 | $447k | Jun 30, 2019 | Aug 1, 2019 | |
Lexaurum Advisors LLC | 3,547 | $441k | Jun 30, 2019 | Jul 19, 2019 | |
Carlson Capital Management LLC | 3,440 | $428k | Jun 30, 2019 | Jul 15, 2019 | |
Pettee Investors Inc | 3,392 | $422k | Jun 30, 2019 | Aug 7, 2019 | |
Portland Global Advisors LLC | 3,367 | $419k | Jun 30, 2019 | Jul 26, 2019 | |
Mcrae Capital Management Inc | 3,354 | $417k | Jun 30, 2019 | Jul 29, 2019 | |
Palladium Partners LLC | 3,350 | $417k | Jun 30, 2019 | Aug 7, 2019 | |
GSB Wealth Management LLC | 3,335 | $415k | Jun 30, 2019 | Aug 9, 2019 | |
Anchor Capital Advisors LLC | 3,280 | $408k | Jun 30, 2019 | Aug 1, 2019 | |
Hardman Johnston Global Advisors LLC | 3,270 | $407k | Jun 30, 2019 | Aug 5, 2019 | |
Armbruster Capital Management Inc | 3,274 | $407k | Jun 30, 2019 | Jul 18, 2019 | |
SNS Financial Group LLC | 3,269 | $407k | Jun 30, 2019 | Jul 26, 2019 | |
Paulson Wealth Management Inc | 3,230 | $406k | Jun 30, 2019 | Jul 30, 2019 | |
KLCM Advisors Inc | 3,258 | $405k | Jun 30, 2019 | Aug 15, 2019 | |
Nikulski Financial Inc | 3,265 | $405k | Jun 30, 2019 | Jul 22, 2019 | |
Osterweis Capital Management Inc | 3,237 | $403k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 3,237 | $403k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Advisory LLC | 3,231 | $402k | Jun 30, 2019 | Aug 8, 2019 | |
Accuvest Global Advisors | 3,224 | $401k | Jun 30, 2019 | Jul 17, 2019 | |
HIGH Falls Advisors Inc | 3,168 | $394k | Jun 30, 2019 | Aug 15, 2019 | |
Camelot Portfolios LLC | 3,157 | $393k | Jun 30, 2019 | Jul 19, 2019 | |
Zevin Asset Management LLC | 3,145 | $391k | Jun 30, 2019 | Aug 6, 2019 | |
Willow Creek Wealth Management Inc | 3,097 | $385k | Jun 30, 2019 | Jul 22, 2019 | |
Argus Investors' Counsel Inc | 3,043 | $379k | Jun 30, 2019 | Jul 10, 2019 | |
Conestoga Capital Advisors LLC | 3,024 | $376k | Jun 30, 2019 | Aug 2, 2019 | |
Gradient Capital Advisors LLC | 2,978 | $371k | Jun 30, 2019 | Jul 16, 2019 | |
Elgethun Capital Management | 2,939 | $366k | Jun 30, 2019 | Aug 8, 2019 | |
Stillwater Investment Management LLC | 2,943 | $366k | Jun 30, 2019 | Jul 3, 2019 | |
Dedora Capital Inc | 2,918 | $363k | Jun 30, 2019 | Aug 8, 2019 | |
JAG Capital Management LLC | 2,912 | $362k | Jun 30, 2019 | Jul 22, 2019 | |
Elite Wealth Management Inc | 2,905 | $361k | Jun 30, 2019 | Jul 18, 2019 | |
Heritage Investment Group Inc | 2,890 | $360k | Jun 30, 2019 | Aug 13, 2019 | |
Landmark Financial Advisors LLC | 2,894 | $360k | Jun 30, 2019 | Aug 2, 2019 | |
Cipher Capital LP | 2,890 | $360k | Jun 30, 2019 | Aug 13, 2019 | |
Heritage Financial LLC | 2,890 | $360k | Jun 30, 2019 | Aug 13, 2019 | |
Steigerwald Gordon & KOCH Inc | 2,883 | $359k | Jun 30, 2019 | Jul 15, 2019 | |
KOPP Investment Advisors LLC | 2,871 | $357k | Jun 30, 2019 | Aug 14, 2019 | |
Sather Financial Group Inc | 2,850 | $354k | Jun 30, 2019 | Jul 23, 2019 | |
Northwest Wealth Management LLC | 2,842 | $354k | Jun 30, 2019 | Jul 23, 2019 | |
Midwest Professional Planners Ltd | 2,818 | $351k | Jun 30, 2019 | Aug 12, 2019 | |
Wooster Corthell Wealth Management Inc | 2,798 | $348k | Jun 30, 2019 | Jul 31, 2019 | |
AFT Forsyth and Company Inc | 2,754 | $343k | Jun 30, 2019 | Jul 29, 2019 | |
Jackson Grant Investment Advisers Inc | 2,748 | $342k | Jun 30, 2019 | Aug 13, 2019 | |
Gilbert & COOK Inc | 2,745 | $342k | Jun 30, 2019 | Aug 5, 2019 | |
Edgewood Management LLC | 2,730 | $340k | Jun 30, 2019 | Aug 12, 2019 | |
Connecticut Wealth Management LLC | 2,728 | $339k | Jun 30, 2019 | Jul 29, 2019 | |
The WEIL Company | 2,669 | $332k | Jun 30, 2019 | Aug 12, 2019 | |
The Financial Consulate Inc | 2,660 | $331k | Jun 30, 2019 | Jul 24, 2019 | |
Alpine Woods Capital Investors LLC | 2,613 | $325k | Jun 30, 2019 | Aug 5, 2019 | |
Cahaba Wealth Management Inc | 2,613 | $325k | Jun 30, 2019 | Jul 31, 2019 | |
Provident Trust Company | 2,600 | $324k | Jun 30, 2019 | Aug 1, 2019 | |
First Wilshire Securities Management Inc | 2,590 | $322k | Jun 30, 2019 | Aug 14, 2019 | |
Westover Capital Advisors LLC | 2,566 | $319k | Jun 30, 2019 | Aug 13, 2019 | |
Vishria BIRD Financial Group LLC | 2,556 | $318k | Jun 30, 2019 | Jul 15, 2019 | |
Total Investment Management Inc | 2,648 | $316k | Jun 30, 2019 | Aug 7, 2019 | |
Total Management Group Inc | 2,648 | $316k | Jun 30, 2019 | Aug 7, 2019 | |
Poplar Forest Capital LLC | 2,528 | $315k | Jun 30, 2019 | Aug 2, 2019 | |
Harvest Capital Management Inc | 2,512 | $312k | Jun 30, 2019 | Aug 7, 2019 | |
Hendershot Investments Inc | 2,506 | $312k | Jun 30, 2019 | Jul 31, 2019 | |
Cardan Capital Partners LLC | 2,482 | $309k | Jun 30, 2019 | Jul 16, 2019 | |
Highland Private Wealth Management | 2,457 | $306k | Jun 30, 2019 | Aug 13, 2019 | |
Wallington Asset Management LLC | 2,517 | $302k | Jun 30, 2019 | Aug 13, 2019 | |
Barber Financial Group | 2,417 | $301k | Jun 30, 2019 | Aug 9, 2019 | |
Oak Ridge Investments LLC | 2,402 | $299k | Jun 30, 2019 | Aug 14, 2019 | |
IMS Capital Management Inc | 2,388 | $297k | Jun 30, 2019 | Aug 14, 2019 | |
Kingfisher Capital LLC | 2,386 | $297k | Jun 30, 2019 | Aug 14, 2019 | |
First Western Capital Management Company | 2,361 | $294k | Jun 30, 2019 | Aug 14, 2019 | |
Isthmus Partners LLC | 2,352 | $293k | Jun 30, 2019 | Aug 9, 2019 | |
Affiance Financial LLC | 2,301 | $286k | Jun 30, 2019 | Jul 11, 2019 | |
Barry Investment Advisors LLC | 2,282 | $284k | Jun 30, 2019 | Jul 26, 2019 | |
SMH Capital Advisors LLC | 2,244 | $279k | Jun 30, 2019 | Aug 5, 2019 | |
Fernwood Investment Management LLC | 2,230 | $278k | Jun 30, 2019 | Aug 1, 2019 | |
Asset Advisors Investment Management LLC | 2,200 | $274k | Jun 30, 2019 | Jul 25, 2019 | |
Managed Asset Portfolios LLC | 2,190 | $273k | Jun 30, 2019 | Aug 8, 2019 | |
Security Asset Management Inc | 2,170 | $270k | Jun 30, 2019 | Aug 6, 2019 | |
American Asset Management Inc | 2,167 | $270k | Jun 30, 2019 | Jul 31, 2019 | |
Diker Management LLC | 2,156 | $268k | Jun 30, 2019 | Aug 14, 2019 | |
Private Asset Management Inc | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 2,138 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
BHK Investment Advisors LLC | 2,132 | $265k | Jun 30, 2019 | Aug 2, 2019 | |
Terril Brothers Inc | 2,106 | $262k | Jun 30, 2019 | Aug 5, 2019 | |
Fenimore Asset Management Inc | 2,095 | $261k | Jun 30, 2019 | Jul 16, 2019 | |
SRB Corporation | 2,086 | $260k | Jun 30, 2019 | Aug 14, 2019 | |
Centerstar Asset Management LLC | 97,900 | $258k | Put | Jun 30, 2019 | Aug 2, 2019 |
Wealth Enhancement Advisory Services LLC | 2,061 | $256k | Jun 30, 2019 | Aug 2, 2019 | |
Round Table Services LLC | 2,044 | $254k | Jun 30, 2019 | Jul 17, 2019 | |
Mountain Capital Investment Advisors Inc | 2,068 | $253k | Jun 30, 2019 | Aug 14, 2019 | |
LESA Sroufe & Company Inc | 2,029 | $252k | Jun 30, 2019 | Jul 29, 2019 | |
Bishop & Company Investment Management LLC | 2,024 | $252k | Jun 30, 2019 | Aug 9, 2019 | |
Drexel Morgan & Co | 2,000 | $249k | Jun 30, 2019 | Aug 8, 2019 | |
Advisory Alpha LLC | 1,992 | $249k | Jun 30, 2019 | Aug 16, 2019 | |
Darrell & King LLC | 2,000 | $249k | Jun 30, 2019 | Aug 15, 2019 | |
The Investment House LLC | 2,000 | $249k | Jun 30, 2019 | Aug 5, 2019 | |
Driehaus Capital Management LLC | 1,976 | $246k | Jun 30, 2019 | Aug 14, 2019 | |
Inspirion Wealth Advisors LLC | 1,963 | $244k | Jun 30, 2019 | Jul 15, 2019 | |
SYM Financial Corporation | 1,899 | $236k | Jun 30, 2019 | Jul 29, 2019 | |
Ballew Advisors Inc | 1,859 | $234k | Jun 30, 2019 | Jul 17, 2019 | |
KCS Wealth Advisory LLC | 1,854 | $231k | Jun 30, 2019 | Jul 29, 2019 | |
Matthew GOFF Investment Advisor LLC | 1,847 | $230k | Jun 30, 2019 | Aug 5, 2019 | |
Trillium Asset Management LLC | 1,843 | $229k | Jun 30, 2019 | Aug 8, 2019 | |
Gyroscope Capital Management Group LLC | 1,848 | $228k | Jun 30, 2019 | Jul 11, 2019 | |
Wells Trecaso Financial Group LLC | 1,836 | $228k | Jun 30, 2019 | Jul 22, 2019 | |
Rothschild Capital Partners LLC | 1,821 | $227k | Jun 30, 2019 | Jul 17, 2019 | |
PURE Financial Advisors Inc | 1,814 | $226k | Jun 30, 2019 | Jul 11, 2019 | |
Wakefield Asset Management LLLP | 1,750 | $218k | Jun 30, 2019 | Aug 13, 2019 | |
LaSalle Street Capital Management LLC | 1,749 | $218k | Jun 30, 2019 | Aug 8, 2019 | |
Huber Financial Advisors LLC | 1,748 | $218k | Jun 30, 2019 | Aug 5, 2019 | |
ELCO Management Company LLC | 1,700 | $212k | Jun 30, 2019 | Aug 1, 2019 | |
Dorchester Wealth Management Company | 1,700 | $212k | Jun 30, 2019 | Jul 19, 2019 | |
Larson Financial Group LLC | 1,676 | $209k | Jun 30, 2019 | Jul 16, 2019 | |
DSC Advisors LP | 1,677 | $209k | Jun 30, 2019 | Aug 14, 2019 | |
Wellesley Investment Partners LLC | 1,666 | $207k | Jun 30, 2019 | Aug 5, 2019 | |
DOCK Street Asset Management Inc | 1,658 | $206k | Jun 30, 2019 | Jul 31, 2019 | |
Summit Financial Strategies Inc | 1,646 | $205k | Jun 30, 2019 | Aug 8, 2019 | |
PENN Davis Mcfarland Inc | 1,650 | $205k | Jun 30, 2019 | Jul 16, 2019 | |
Hendley & Co Inc | 1,649 | $205k | Jun 30, 2019 | Aug 8, 2019 | |
Ascension Asset Management LLC | 1,650 | $205k | Jun 30, 2019 | Jul 23, 2019 | |
Weiss Asset Management LP | 1,643 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
Clinton Group Inc | 1,660 | $203k | Sep 30, 2018 | Oct 10, 2018 | |
Litman Gregory Asset Management LLC | 1,577 | $196k | Jun 30, 2019 | Jul 31, 2019 | |
Lucia Wealth Services LLC | 1,532 | $191k | Jun 30, 2019 | Jul 23, 2019 | |
Lenox Wealth Advisors LLC | 1,401 | $174k | Jun 30, 2019 | Jul 12, 2019 | |
Arbor Wealth Management LLC | 1,382 | $172k | Jun 30, 2019 | Jul 16, 2019 | |
Seabridge Investment Advisors LLC | 1,358 | $169k | Jun 30, 2019 | Jul 18, 2019 | |
Spectrum Management Group Inc | 1,246 | $155k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 1,246 | $155k | Jun 30, 2019 | Aug 2, 2019 | |
Interactive Financial Advisors Inc | 1,236 | $154k | Jun 30, 2019 | Jul 17, 2019 | |
Focused Wealth Management Inc | 1,177 | $146k | Jun 30, 2019 | Jul 19, 2019 | |
DT Investment Partners LLC | 1,124 | $140k | Jun 30, 2019 | Jul 30, 2019 | |
Contravisory Investment Management Inc | 1,100 | $137k | Jun 30, 2019 | Jul 9, 2019 | |
Lifeplan Financial Group Inc | 1,030 | $128k | Jun 30, 2019 | Jul 15, 2019 | |
COVE Street Capital LLC | 1,000 | $124k | Jun 30, 2019 | Aug 13, 2019 | |
Concorde Asset Management LLC | 979 | $122k | Jun 30, 2019 | Aug 8, 2019 | |
Westchester Capital Management Inc | 961 | $120k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 961 | $120k | Jun 30, 2019 | Aug 5, 2019 | |
Stelac Advisory Services LLC | 952 | $118k | Jun 30, 2019 | Jul 29, 2019 | |
Arlington Partners LLC | 853 | $106k | Jun 30, 2019 | Jul 10, 2019 | |
Penobscot Investment Management Company Inc | 810 | $101k | Jun 30, 2019 | Aug 2, 2019 | |
Maryland Capital Management LLC | 800 | $100k | Jun 30, 2019 | Aug 13, 2019 | |
Pagnatokarp Partners LLC | 9,400 | $97k | Call | Jun 30, 2019 | Aug 8, 2019 |
Hallmark Capital Management Inc | 608 | $76k | Jun 30, 2019 | Aug 8, 2019 | |
Regent Investment Management LLC | 600 | $75k | Jun 30, 2019 | Jul 15, 2019 | |
Stewart & Patten Co LLC | 555 | $69k | Jun 30, 2019 | Jul 17, 2019 | |
Grace Capital | 500 | $62k | Jun 30, 2019 | Aug 14, 2019 | |
Transamerica Financial Advisors Inc | 368 | $46k | Jun 30, 2019 | Aug 21, 2019 | |
Cedar Wealth Management LLC | 350 | $44k | Jun 30, 2019 | Jul 24, 2019 | |
South Texas Money Management Ltd | 266 | $33k | Jun 30, 2019 | Jul 2, 2019 | |
Asset Planning Services Ltd | 250 | $31k | Jun 30, 2019 | Jul 17, 2019 | |
Tower VIEW Investment Management & Research LLC | 248 | $31k | Jun 30, 2019 | Jul 17, 2019 | |
WBI Investments Inc | 181 | $23k | Jun 30, 2019 | Jul 23, 2019 | |
Northstar Asset Management Inc | 175 | $22k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 175 | $22k | Jun 30, 2019 | Jul 16, 2019 | |
Benson Investment Management Company Inc | 108 | $13k | Jun 30, 2019 | Jul 11, 2019 | |
Summit Financial Group Inc | 100 | $12k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 100 | $12k | Jun 30, 2019 | Jul 3, 2019 | |
Hilton Capital Management LLC | 80 | $10k | Jun 30, 2019 | Aug 14, 2019 | |
Stevens First Principles Investment Advisors | 33 | $4k | Jun 30, 2019 | Jul 22, 2019 | |
Cranbrook Wealth Management LLC | 31 | $4k | Jun 30, 2019 | Aug 7, 2019 | |
Spiderrock Advisors LLC | 1,600 | $4k | Put | Jun 30, 2019 | Jul 29, 2019 |
Independent Advisor Alliance LLC | 3,571 | $0k | Jun 30, 2019 | Aug 12, 2019 |