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

COSTCO WHSL CORP
(22160K105)

Funds Reporting Holdings of COSTCO WHSL CORP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 8,178 $2,161,118k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 7,712 $2,037,973k Jun 30, 2019 Aug 9, 2019
Janus Capital Management LLC 4,302,603 $721,490k Mar 31, 2017 May 16, 2017
Cantab Capital Partners LLP 1,276 $210,000k Sep 30, 2017 Nov 14, 2017
Provident Trust Company 700,050 $184,995k Jun 30, 2019 Aug 1, 2019
Acadian Asset Management LLC 566,250 $149,636k Jun 30, 2019 Aug 8, 2019
Brown Brothers Harriman & Co 554,490 $146,530k Jun 30, 2019 Aug 14, 2019
Hosking Partners LLP 521,945 $137,929k Jun 30, 2019 Aug 13, 2019
Williams Jones & Associates LLC 487,257 $128,763k Jun 30, 2019 Aug 14, 2019
Congress Asset Management Company LLP 344,277 $90,979k Jun 30, 2019 Aug 7, 2019
Capital Guardian Trust Company 277,101 $73,245k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 237,330 $62,717k Jun 30, 2019 Jul 10, 2019
Marathon Asset Management LLP 232,625 $61,470k Jun 30, 2019 Jul 15, 2019
Personal Capital Advisors Corporation 214,652 $56,724k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 196,000 $51,795k Jun 30, 2019 Aug 2, 2019
Clifford SWAN Investment Counsel LLC 181,436 $47,946k Jun 30, 2019 Aug 13, 2019
AMI Asset Management Corp 174,394 $46,085k Jun 30, 2019 Aug 5, 2019
William Blair Investment Management LLC 150,192 $39,690k Jun 30, 2019 Aug 9, 2019
Apertura Capital LLC 1,500 $39,639k Put Jun 30, 2019 Aug 12, 2019
Birch Hill Investment Advisors LLC 138,193 $36,519k Jun 30, 2019 Jul 22, 2019
Sawgrass Asset Management LLC 135,543 $35,819k Jun 30, 2019 Jul 23, 2019
Payden & Rygel 118,000 $31,183k Jun 30, 2019 Aug 6, 2019
Cadinha & Co LLC 117,589 $31,074k Jun 30, 2019 Aug 9, 2019
Managed Account Advisors LLC 209,954 $28,356k Jun 30, 2015 Aug 14, 2015
Lourd Capital LLC 106,793 $28,221k Jun 30, 2019 Jul 11, 2019
Chesley TAFT & Associates LLC 101,966 $26,946k Jun 30, 2019 Jul 10, 2019
Castleark Management LLC 94,704 $25,026k Jun 30, 2019 Aug 13, 2019
Panagora Asset Management Inc 90,259 $23,852k Jun 30, 2019 Aug 9, 2019
Trillium Asset Management LLC 89,426 $23,632k Jun 30, 2019 Aug 8, 2019
EP Wealth Advisors LLC 87,286 $23,066k Jun 30, 2019 Aug 27, 2019
Pacific Heights Asset Management LLC 85,000 $22,462k Jun 30, 2019 Jul 23, 2019
Crestwood Advisors Group LLC 83,959 $22,187k Jun 30, 2019 Aug 14, 2019
Capital Investment Counsel Inc 80,257 $21,209k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 80,257 $21,209k Jun 30, 2019 Jul 26, 2019
Dupont Capital Management Corp 80,182 $21,189k Jun 30, 2019 Jul 30, 2019
Violich Capital Management 79,934 $21,123k Jun 30, 2019 Jul 22, 2019
Badgley Phelps and Bell Inc 79,760 $21,077k Jun 30, 2019 Jul 30, 2019
Guardian Capital LP 77,031 $20,356k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 74,300 $19,635k Jun 30, 2019 Jul 15, 2019
The Investment House LLC 74,229 $19,616k Jun 30, 2019 Aug 5, 2019
Friess Associates LLC 74,210 $19,611k Jun 30, 2019 Aug 14, 2019
Eulav Asset Management 73,000 $19,291k Jun 30, 2019 Aug 5, 2019
Cookson Peirce & Co Inc 72,532 $19,167k Jun 30, 2019 Jul 31, 2019
Pacer Advisors Inc 71,958 $19,016k Jun 30, 2019 Aug 12, 2019
Adams Diversified Equity Fund Inc 70,300 $18,577k Jun 30, 2019 Jul 29, 2019
Asset Advisors Investment Management LLC 70,145 $18,537k Jun 30, 2019 Jul 25, 2019
Howard Capital Management Inc 64,980 $17,172k Jun 30, 2019 Jul 24, 2019
Cidel Asset Management Inc 64,935 $17,160k Jun 30, 2019 Aug 12, 2019
Chilton Capital Management LLC 58,390 $15,430k Jun 30, 2019 Aug 13, 2019
YHB Investment Advisors Inc 57,853 $15,288k Jun 30, 2019 Jul 15, 2019
Barometer Capital Management Inc 56,050 $14,812k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 55,431 $14,648k Jun 30, 2019 Aug 6, 2019
Nelson Roberts Investment Advisors LLC 55,192 $14,585k Jun 30, 2019 Jul 25, 2019
RWC Asset Management LLP 54,514 $14,407k Jun 30, 2019 Aug 13, 2019
GW&K Investment Management LLC 54,505 $14,403k Jun 30, 2019 Aug 6, 2019
Cambridge Investment Research Advisors Inc 53,576 $14,158k Jun 30, 2019 Aug 15, 2019
Ashfield Capital Partners LLC 53,218 $14,063k Jun 30, 2019 Jul 29, 2019
Avalon Advisors LLC 52,761 $13,943k Jun 30, 2019 Aug 14, 2019
Merriman Wealth Management LLC 5,195 $13,691k Jun 30, 2019 Jul 31, 2019
Dowling & Yahnke LLC 49,729 $13,141k Jun 30, 2019 Jul 22, 2019
Motley FOOL Asset Management LLC 47,545 $12,564k Jun 30, 2019 Aug 14, 2019
Aureus Asset Management LLC 46,135 $12,192k Jun 30, 2019 Aug 14, 2019
Zevin Asset Management LLC 45,489 $12,021k Jun 30, 2019 Aug 6, 2019
Middleton & Company Inc 44,797 $11,838k Jun 30, 2019 Jul 25, 2019
Azimuth Capital Management LLC 44,774 $11,832k Jun 30, 2019 Aug 13, 2019
TDAM USA Inc 44,539 $11,770k Jun 30, 2019 Aug 1, 2019
Highland Capital Management LLC 43,783 $11,570k Jun 30, 2019 Jul 29, 2019
The Leuthold Group LLC 42,907 $11,339k Jun 30, 2019 Aug 14, 2019
CPWM LLC 42,419 $11,210k Jun 30, 2019 Aug 2, 2019
Gratus Capital LLC 41,318 $10,919k Jun 30, 2019 Aug 7, 2019
Foster Dykema Cabot & Co Incorporated 41,082 $10,856k Jun 30, 2019 Aug 6, 2019
Harvey Investment Company LLC 40,723 $10,761k Jun 30, 2019 Jul 16, 2019
Dividend Assets Capital LLC 39,794 $10,516k Jun 30, 2019 Jul 12, 2019
QS Investors LLC 39,030 $10,315k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 69,313 $10,021k Sep 30, 2015 Nov 16, 2015
Richard Bernstein Advisors LLC 37,675 $9,955k Jun 30, 2019 Aug 9, 2019
Cornerstone Advisors Inc 39,500 $9,565k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 39,500 $9,565k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 39,500 $9,565k Mar 31, 2019 May 13, 2019
Nippon Life Global Investors Americas Inc 35,990 $9,511k Jun 30, 2019 Jul 23, 2019
Appleton Partners Inc 35,626 $9,415k Jun 30, 2019 Jul 25, 2019
Cobiz Wealth LLC 35,021 $9,255k Jun 30, 2019 Jul 8, 2019
Hoylecohen LLC 34,703 $9,171k Jun 30, 2019 Aug 9, 2019
Chelsea Counsel Company 43,384 $9,066k Jun 30, 2018 Oct 3, 2018
Private Wealth Partners LLC 33,314 $8,804k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 33,314 $8,804k Jun 30, 2019 Aug 6, 2019
Brightworth LLC 32,715 $8,645k Jun 30, 2019 Jul 31, 2019
Becker Capital Management Inc 32,001 $8,457k Jun 30, 2019 Aug 8, 2019
Mastrapasqua Asset Management Inc 31,810 $8,406k Jun 30, 2019 Aug 12, 2019
Abbrea Capital LLC 30,919 $8,171k Jun 30, 2019 Jul 31, 2019
Mengis Capital Management Inc 30,819 $8,144k Jun 30, 2019 Jul 18, 2019
Mccollum Christoferson Group LLC 30,530 $8,068k Jun 30, 2019 Jul 11, 2019
South Texas Money Management Ltd 29,781 $7,870k Jun 30, 2019 Jul 2, 2019
Cohen & Steers Capital Management Inc 50,600 $7,666k Mar 31, 2015 May 15, 2015
Sentry Investment Management LLC 27,381 $7,236k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 27,381 $7,236k Jun 30, 2019 Aug 12, 2019
Madison Investment Holdings Inc 26,922 $7,114k Jun 30, 2019 Aug 13, 2019
Boston Common Asset Management LLC 26,899 $7,108k Jun 30, 2019 Jul 26, 2019
Woodstock Corporation 26,572 $7,022k Jun 30, 2019 Jul 3, 2019
The Central Trust Bank 25,422 $6,718k Jun 30, 2019 Jul 16, 2019
Marketfield Asset Management LLC 24,340 $6,432k Jun 30, 2019 Aug 6, 2019
Mcguire Investment Group LLC 22,721 $6,004k Jun 30, 2019 Jul 25, 2019
Bruderman Asset Management LLC 22,532 $5,954k Jun 30, 2019 Aug 12, 2019
Frontier Wealth Management LLC 22,322 $5,899k Jun 30, 2019 Aug 16, 2019
Hutner Capital Management Inc 22,078 $5,834k Jun 30, 2019 Aug 7, 2019
Lyell Wealth Management LP 22,055 $5,828k Jun 30, 2019 Aug 1, 2019
Thomas Story and SON LLC 21,780 $5,756k Jun 30, 2019 Jul 29, 2019
Liberty Capital Management Inc 21,035 $5,559k Jun 30, 2019 Jul 15, 2019
Addenda Capital Inc 21,032 $5,558k Jun 30, 2019 Jul 12, 2019
Capco Asset Management LLC 20,878 $5,517k Jun 30, 2019 Aug 8, 2019
Alley Company LLC 20,874 $5,516k Jun 30, 2019 Jul 30, 2019
Sitrin Capital Management LLC 20,822 $5,502k Jun 30, 2019 Jul 17, 2019
ACG Wealth Inc 20,509 $5,420k Jun 30, 2019 Aug 6, 2019
Greystone Managed Investments Inc 20,474 $5,410k Jun 30, 2019 Jul 23, 2019
SFE Investment Counsel Inc 19,844 $5,244k Jun 30, 2019 Jul 26, 2019
Bragg Financial Advisors Inc 19,591 $5,177k Jun 30, 2019 Aug 14, 2019
The Caprock Group Inc 19,587 $5,176k Jun 30, 2019 Jul 23, 2019
Semper Augustus Investments Group LLC 19,530 $5,161k Jun 30, 2019 Aug 13, 2019
The Northstar Group Inc 19,396 $5,125k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 19,396 $5,125k Jun 30, 2019 Jul 12, 2019
NWAM LLC 19,196 $5,073k Jun 30, 2019 Jul 18, 2019
Vision Capital Management Inc 18,865 $4,985k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 18,865 $4,985k Jun 30, 2019 Jul 29, 2019
Argus Investors' Counsel Inc 18,425 $4,869k Jun 30, 2019 Jul 10, 2019
Mcmillion Capital Management Inc 18,257 $4,825k Jun 30, 2019 Jul 25, 2019
Progressive Investment Management Corporation 18,193 $4,808k Jun 30, 2019 Aug 12, 2019
Wealthplan Partners Inc 17,372 $4,799k Jun 30, 2019 Aug 19, 2019
RKL Wealth Management LLC 18,173 $4,798k Jun 30, 2019 Aug 2, 2019
California Capital Advisors Inc 18,126 $4,790k Jun 30, 2019 Jul 15, 2019
Capital Planning Advisors LLC 17,738 $4,687k Jun 30, 2019 Aug 9, 2019
Mckinley Carter Wealth Services Inc 17,653 $4,665k Jun 30, 2019 Aug 2, 2019
LEE Financial Group Hawaii Inc 17,526 $4,631k Jun 30, 2019 Jul 30, 2019
Monetta Financial Services Inc 17,500 $4,625k Jun 30, 2019 Aug 9, 2019
Carderock Capital Management Inc 17,222 $4,551k Jun 30, 2019 Jul 15, 2019
Goelzer Investment Management Inc 17,098 $4,518k Jun 30, 2019 Jul 29, 2019
Beese Fulmer Investment Management Inc 16,886 $4,462k Jun 30, 2019 Jul 5, 2019
Ipswich Investment Management Company Inc 16,723 $4,419k Jun 30, 2019 Jul 11, 2019
Motley FOOL Wealth Management LLC 16,586 $4,383k Jun 30, 2019 Aug 14, 2019
The Bollard Group LLC 16,396 $4,333k Jun 30, 2019 Aug 13, 2019
Kiley Juergens Wealth Management LLC 16,369 $4,325k Jun 30, 2019 Jul 11, 2019
Arlington Financial Advisors LLC 16,039 $4,238k Jun 30, 2019 Aug 5, 2019
Sigma Investment Counselors Inc 15,748 $4,162k Jun 30, 2019 Jul 23, 2019
First Manhattan Co 15,576 $4,116k Jun 30, 2019 Aug 16, 2019
Contravisory Investment Management Inc 15,514 $4,100k Jun 30, 2019 Jul 9, 2019
GHP Investment Advisors Inc 15,469 $4,088k Jun 30, 2019 Aug 2, 2019
Dearborn Partners LLC 14,191 $3,750k Jun 30, 2019 Jul 29, 2019
BLB & B Advisors LLC 14,169 $3,744k Jun 30, 2019 Jul 29, 2019
BOYS Arnold & Company Inc 14,092 $3,724k Jun 30, 2019 Aug 1, 2019
BFSG LLC 14,094 $3,724k Jun 30, 2019 Jul 30, 2019
Mitchell Capital Management Co 13,960 $3,689k Jun 30, 2019 Jul 24, 2019
Montag A & Associates Inc 13,629 $3,602k Jun 30, 2019 Aug 6, 2019
RAAB & Moskowitz Asset Management LLC 13,601 $3,594k Jun 30, 2019 Aug 9, 2019
Carnick & Kubik Group LLC 13,519 $3,573k Jun 30, 2019 Jul 30, 2019
Stokes Capital Advisors LLC 13,504 $3,569k Jun 30, 2019 Jul 15, 2019
van Hulzen Asset Management LLC 13,336 $3,524k Jun 30, 2019 Aug 8, 2019
WEIK Capital Management Inc 13,158 $3,477k Jun 30, 2019 Aug 9, 2019
Quadrant Capital Management LLC 13,099 $3,462k Jun 30, 2019 Aug 8, 2019
Broadleaf Partners LLC 13,037 $3,445k Jun 30, 2019 Jul 19, 2019
Navellier & Associates Inc 13,032 $3,444k Jun 30, 2019 Jul 17, 2019
180 Wealth Advisors LLC 12,532 $3,441k Jun 30, 2019 Aug 5, 2019
Element Capital Management LLC 13,017 $3,440k Jun 30, 2019 Aug 14, 2019
NEXT Century Growth Investors LLC 12,540 $3,313k Jun 30, 2019 Aug 14, 2019
Brasada Capital Management LP 12,233 $3,292k Jun 30, 2019 Aug 7, 2019
Stillwater Investment Management LLC 11,906 $3,146k Jun 30, 2019 Jul 3, 2019
Hennessy Advisors Inc 11,800 $3,118k Jun 30, 2019 Jul 11, 2019
Pecaut & Co 11,770 $3,110k Jun 30, 2019 Aug 8, 2019
Clearstead Advisors LLC 11,763 $3,109k Jun 30, 2019 Aug 8, 2019
HCR Wealth Advisors 11,654 $3,080k Jun 30, 2019 Jul 25, 2019
Sowell Financial Services LLC 12,707 $3,077k Mar 31, 2019 May 15, 2019
BECK MACK & Oliver LLC 11,635 $3,075k Jun 30, 2019 Aug 13, 2019
Buckley Wealth Management LLC 11,540 $3,050k Jun 30, 2019 Jul 19, 2019
Hartline Investment Corp 11,525 $3,046k Jun 30, 2019 Aug 8, 2019
BRAY Capital Advisors LLC 11,357 $3,001k Jun 30, 2019 Jul 29, 2019
Strategic Financial Services Inc 11,186 $2,956k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 10,984 $2,903k Jun 30, 2019 Aug 14, 2019
Mount Lucas Management LP 10,843 $2,865k Jun 30, 2019 Aug 14, 2019
Pacific Global Investment Management Co 10,198 $2,695k Jun 30, 2019 Aug 14, 2019
PFG Advisors LLC 9,495 $2,672k Jun 30, 2019 Aug 5, 2019
Main Street Research LLC 10,092 $2,667k Jun 30, 2019 Aug 8, 2019
Auxier Asset Management LLC 9,829 $2,597k Jun 30, 2019 Aug 15, 2019
PRIO Wealth Limited Partnership 9,665 $2,554k Jun 30, 2019 Jul 18, 2019
Baldwin Investment Management LLC 9,435 $2,493k Jun 30, 2019 Aug 6, 2019
Salem Capital Management Inc 9,345 $2,470k Jun 30, 2019 Jul 9, 2019
Cohen Capital Management Inc 9,204 $2,432k Jun 30, 2019 Aug 7, 2019
West Oak Capital LLC 9,190 $2,429k Jun 30, 2019 Jul 12, 2019
Centenus Global Management LP 9,000 $2,378k Jun 30, 2019 Aug 14, 2019
Miracle MILE Advisors LLC 8,856 $2,340k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 8,826 $2,333k Jun 30, 2019 Jul 19, 2019
KMS Financial Services Inc 18,546 $2,324k Sep 30, 2014 Nov 17, 2014
Nikulski Financial Inc 8,195 $2,307k Jun 30, 2019 Jul 22, 2019
Woodmont Investment Counsel LLC 8,461 $2,236k Jun 30, 2019 Aug 14, 2019
Baker Ellis Asset Management LLC 8,453 $2,234k Jun 30, 2019 Aug 12, 2019
Harbour Capital Advisors LLC 8,379 $2,214k Jun 30, 2019 Jul 10, 2019
SVA Plumb Wealth Management LLC 7,991 $2,112k Jun 30, 2019 Aug 13, 2019
Somerset Group LLC 7,780 $2,056k Jun 30, 2019 Aug 12, 2019
Alpha Cubed Investments LLC 7,596 $2,007k Jun 30, 2019 Jul 19, 2019
Hall Capital Management Company Inc 7,508 $1,984k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 7,383 $1,951k Jun 30, 2019 Jul 18, 2019
1919 Investment Counsel LLC 15,476 $1,940k Sep 30, 2014 Nov 14, 2014
Cavalier Investments LLC 7,200 $1,903k Jun 30, 2019 Jul 31, 2019
Benin Management Corp 6,990 $1,847k Jun 30, 2019 Jul 31, 2019
Tradition Capital Management LLC 7,538 $1,825k Mar 31, 2019 May 7, 2019
CWA Asset Management Group LLC 6,876 $1,817k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 6,693 $1,769k Jun 30, 2019 Aug 14, 2019
Wright Investors Service Inc 6,677 $1,764k Jun 30, 2019 Aug 1, 2019
Tiemann Investment Advisors LLC 6,509 $1,720k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 6,400 $1,691k Jun 30, 2019 Jul 15, 2019
Tocqueville Asset Management LP 6,388 $1,688k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 6,340 $1,676k Jun 30, 2019 Aug 6, 2019
Geneva Capital Management LLC 13,221 $1,657k Sep 30, 2014 Nov 14, 2014
Cypress Wealth Services LLC 6,226 $1,645k Jun 30, 2019 Jul 24, 2019
SOL Capital Management Co 6,164 $1,629k Jun 30, 2019 Jul 17, 2019
Altium Wealth Management LLC 6,076 $1,606k Jun 30, 2019 Jul 18, 2019
Willow Creek Wealth Management Inc 6,012 $1,589k Jun 30, 2019 Jul 22, 2019
Profit Investment Management LLC 6,012 $1,589k Jun 30, 2019 Jul 16, 2019
Ascension Asset Management LLC 5,960 $1,575k Jun 30, 2019 Jul 23, 2019
Venturi Wealth Management LLC 5,935 $1,568k Jun 30, 2019 Aug 7, 2019
KCS Wealth Advisory LLC 5,933 $1,568k Jun 30, 2019 Jul 29, 2019
Steinberg Global Asset Management Ltd 6,381 $1,545k Mar 31, 2019 Apr 24, 2019
West Coast Financial LLC 5,739 $1,517k Jun 30, 2019 Jul 16, 2019
Baker Avenue Asset Management LP 5,725 $1,513k Jun 30, 2019 Aug 14, 2019
Calamos Wealth Management LLC 5,711 $1,509k Jun 30, 2019 Aug 7, 2019
Aristotle Atlantic Partners LLC 5,697 $1,506k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 5,633 $1,489k Jun 30, 2019 Aug 9, 2019
Savant Capital LLC 5,457 $1,442k Jun 30, 2019 Aug 6, 2019
Brown Advisory Securities LLC 5,347 $1,416k Jun 30, 2019 Aug 12, 2019
Northstar Wealth Partners LLC 5,357 $1,416k Jun 30, 2019 Aug 15, 2019
Gardner Russo & Gardner LLC 5,092 $1,346k Jun 30, 2019 Aug 13, 2019
Hanseatic Management Services Inc 5,095 $1,346k Jun 30, 2019 Jul 19, 2019
Crawford Investment Counsel Inc 5,070 $1,340k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 5,048 $1,334k Jun 30, 2019 Aug 8, 2019
COE Capital Management LLC 4,959 $1,310k Jun 30, 2019 Aug 14, 2019
Tiedemann Advisors LLC 4,942 $1,307k Jun 30, 2019 Aug 13, 2019
Douglas Lane & Associates LLC 4,820 $1,274k Jun 30, 2019 Jul 8, 2019
Grandfield & DODD LLC 4,799 $1,268k Jun 30, 2019 Jul 29, 2019
DUFF & Phelps Investment Management Co 4,725 $1,249k Jun 30, 2019 Aug 2, 2019
S & Co Inc 4,715 $1,246k Jun 30, 2019 Jul 23, 2019
Condor Capital Management 4,690 $1,239k Jun 30, 2019 Aug 5, 2019
Keeler Thomas Management LLC 4,640 $1,226k Jun 30, 2019 Jul 31, 2019
Exchange Capital Management Inc 4,551 $1,203k Jun 30, 2019 Jul 22, 2019
Seabridge Investment Advisors LLC 4,522 $1,195k Jun 30, 2019 Jul 18, 2019
Arrowmark Colorado Holdings LLC 4,483 $1,185k Jun 30, 2019 Aug 14, 2019
Wespac Advisors Socal LLC 4,460 $1,178k Jun 30, 2019 Jul 30, 2019
Transamerica Financial Advisors Inc 4,452 $1,177k Jun 30, 2019 Aug 21, 2019
Sonata Capital Group Inc 4,451 $1,176k Jun 30, 2019 Aug 5, 2019
Ancora Family Wealth Advisors LLC 7,686 $1,172k Sep 30, 2016 Nov 4, 2016
Advisors Capital Management LLC 4,361 $1,153k Jun 30, 2019 Aug 15, 2019
Lakeview Capital Partners LLC 4,310 $1,139k Jun 30, 2019 Aug 5, 2019
Intersect Capital LLC 4,288 $1,133k Jun 30, 2019 Aug 9, 2019
Pratt Collard Advisory Partners LLC 4,273 $1,129k Jun 30, 2019 Jul 16, 2019
SAND Hill Global Advisors LLC 4,251 $1,123k Jun 30, 2019 Aug 13, 2019
Bernicke Wealth Management Ltd 4,210 $1,112k Jun 30, 2019 Aug 5, 2019
Twin Capital Management Inc 4,188 $1,107k Jun 30, 2019 Aug 1, 2019
Lucia Wealth Services LLC 3,991 $1,055k Jun 30, 2019 Jul 23, 2019
Daiwa SB Investments USA Ltd 4,350 $1,053k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 4,350 $1,053k Mar 31, 2019 Apr 18, 2019
Cahill Financial Advisors Inc 3,977 $1,051k Jun 30, 2019 Aug 14, 2019
Monetary Management Group Inc 3,875 $1,024k Jun 30, 2019 Aug 13, 2019
Boston Family Office LLC 3,865 $1,021k Jun 30, 2019 Jul 30, 2019
Bingham Osborn & Scarborough LLC 3,803 $1,005k Jun 30, 2019 Aug 2, 2019
Mission Wealth Management LP 3,753 $992k Jun 30, 2019 Aug 9, 2019
Marble Harbor Investment Counsel LLC 3,736 $987k Jun 30, 2019 Aug 7, 2019
Gideon Capital Advisors Inc 3,704 $979k Jun 30, 2019 Aug 14, 2019
Blue CHIP Wealth Management Inc 3,675 $971k Jun 30, 2019 Aug 13, 2019
Taurus Asset Management LLC 3,657 $966k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 3,565 $942k Jun 30, 2019 Jul 19, 2019
Princeton Capital Management LLC 3,545 $937k Jun 30, 2019 Aug 12, 2019
Clark Capital Management Group Inc 3,452 $912k Jun 30, 2019 Jul 12, 2019
Independent Investors Inc 3,446 $910k Jun 30, 2019 Jul 18, 2019
Mairs and Power Inc 3,422 $904k Jun 30, 2019 Aug 14, 2019
Shikiar Asset Management Inc 3,350 $885k Jun 30, 2019 Jul 25, 2019
Harfst and Associates Inc 3,349 $885k Jun 30, 2019 Aug 14, 2019
BTC Capital Management Inc 3,301 $871k Jun 30, 2019 Jul 26, 2019
CWH Capital Management Inc 3,273 $865k Jun 30, 2019 Aug 14, 2019
Family Legacy Inc 3,167 $837k Jun 30, 2019 Jul 25, 2019
Aries Wealth Management LLC 3,092 $829k Jun 30, 2019 Jul 15, 2019
Zevenbergen Capital Investments LLC 3,100 $819k Jun 30, 2019 Aug 13, 2019
United Asset Strategies Inc 3,090 $817k Jun 30, 2019 Jul 31, 2019
Capwealth Advisors LLC 3,077 $813k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 3,074 $812k Jun 30, 2019 Jul 30, 2019
Murphy Capital Management Inc 3,035 $802k Jun 30, 2019 Jul 22, 2019
Grassi Investment Management LLC 3,010 $795k Jun 30, 2019 Jul 10, 2019
Spinnaker Investment Group LLC 3,010 $795k Jun 30, 2019 Jul 11, 2019
American National Registered Investment Advisor Inc 3,005 $794k Jun 30, 2019 Aug 5, 2019
Johanson Financial Advisors Inc 2,990 $791k Jun 30, 2019 Jul 29, 2019
Homrich & BERG Inc 2,986 $789k Jun 30, 2019 Aug 5, 2019
ELM Advisors LLC 2,985 $789k Jun 30, 2019 Jul 3, 2019
DB Root & Company LLC 2,985 $788k Jun 30, 2019 Jul 19, 2019
The Roosevelt Investment Group Inc 2,928 $774k Jun 30, 2019 Aug 8, 2019
Tributary Capital Management LLC 2,900 $766k Jun 30, 2019 Jul 11, 2019
Accuvest Global Advisors 2,895 $765k Jun 30, 2019 Jul 17, 2019
Fieldpoint Private Securities LLC 2,891 $764k Jun 30, 2019 Aug 14, 2019
Horan Securities Inc 2,813 $743k Jun 30, 2019 Jul 24, 2019
Joel Isaacson & Co LLC 2,813 $743k Jun 30, 2019 Jul 11, 2019
JGP Wealth Management LLC 2,787 $736k Jun 30, 2019 Jul 15, 2019
Summit X 2,767 $735k Jun 30, 2019 Aug 13, 2019
Arjuna Capital LLC 2,741 $725k Jun 30, 2019 Aug 21, 2019
Alkeon Capital Management LLC 2,722 $719k Jun 30, 2019 Aug 14, 2019
Keating Investment Counselors Inc 2,693 $712k Jun 30, 2019 Aug 1, 2019
Rossmore Private Capital LLC 2,633 $696k Jun 30, 2019 Aug 5, 2019
Sequoia Financial Advisors LLC 2,605 $688k Jun 30, 2019 Jul 31, 2019
SFMG LLC 2,439 $686k Jun 30, 2019 Aug 5, 2019
MARK Sheptoff Financial Planning LLC 2,535 $670k Jun 30, 2019 Aug 12, 2019
Secrest Blakey & Associates LLC 2,515 $665k Jun 30, 2019 Aug 13, 2019
SNS Financial Group LLC 2,509 $663k Jun 30, 2019 Jul 26, 2019
Lenox Wealth Advisors LLC 2,500 $661k Jun 30, 2019 Jul 12, 2019
Cornell Pochily Investment Advisors Inc 2,490 $658k Jun 30, 2019 Jul 22, 2019
MRAZ Amerine & Associates Inc 2,479 $655k Jun 30, 2019 Aug 2, 2019
Ruane Cunniff & Goldfarb LP 2,479 $655k Jun 30, 2019 Aug 14, 2019
Nicholas Hoffman & Company LLC 2,473 $654k Jun 30, 2019 Aug 12, 2019
Choate Investment Advisors LLC 2,422 $640k Jun 30, 2019 Aug 14, 2019
Conestoga Capital Advisors LLC 2,410 $637k Jun 30, 2019 Aug 2, 2019
Asset Management Advisors Inc 2,400 $634k Jun 30, 2019 Jul 26, 2019
Asset Management Advisors LLC 2,400 $634k Jun 30, 2019 Jul 26, 2019
Tufton Capital Management LLC 2,375 $627k Jun 30, 2019 Jul 26, 2019
Mitchell Mcleod PUGH & Williams Inc 2,374 $627k Jun 30, 2019 Jul 9, 2019
Paulson Wealth Management Inc 2,216 $621k Jun 30, 2019 Jul 30, 2019
CWM Advisors LLC 2,324 $614k Jun 30, 2019 Jul 16, 2019
The O'Dell Group LLC 2,273 $601k Jun 30, 2019 Jul 24, 2019
Accredited Investors Inc 2,238 $592k Jun 30, 2019 Aug 13, 2019
Montag & Caldwell LLC 2,231 $590k Jun 30, 2019 Aug 1, 2019
S R Schill & Associates Inc 2,166 $572k Jun 30, 2019 Aug 19, 2019
Sunbelt Securities Inc 2,126 $562k Jun 30, 2019 Aug 1, 2019
Maryland Capital Management LLC 2,125 $562k Jun 30, 2019 Aug 13, 2019
Castle Rock Wealth Management LLC 2,124 $562k Jun 30, 2019 Aug 8, 2019
The Mathes Company Inc 2,100 $555k Jun 30, 2019 Jul 29, 2019
Harvest Capital Management Inc 2,100 $554k Jun 30, 2019 Aug 7, 2019
Northstar Investment Advisors LLC 2,093 $553k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 2,093 $553k Jun 30, 2019 Jul 17, 2019
Huntington Steele LLC 2,871 $541k Mar 31, 2018 Apr 18, 2018
South Street Advisors LLC 2,025 $535k Jun 30, 2019 Jul 22, 2019
Mcrae Capital Management Inc 1,967 $520k Jun 30, 2019 Jul 29, 2019
Howland Capital Management LLC 1,943 $513k Jun 30, 2019 Jul 17, 2019
Crescent Grove Advisors LLC 1,943 $513k Jun 30, 2019 Aug 6, 2019
ZWJ Investment Counsel Inc 1,913 $506k Jun 30, 2019 Jul 24, 2019
Pagnatokarp Partners LLC 1,917 $506k Jun 30, 2019 Aug 8, 2019
Sheets Smith Wealth Management 1,911 $505k Jun 30, 2019 Jul 12, 2019
Vivaldi Capital Management LLC 1,911 $505k Jun 30, 2019 Aug 14, 2019
Hendley & Co Inc 1,890 $499k Jun 30, 2019 Aug 8, 2019
Sander Capital Advisors Inc 1,885 $499k Jun 30, 2019 Jul 25, 2019
MANA Advisors LLC 1,884 $498k Jun 30, 2019 Aug 14, 2019
Seizert Capital Partners LLC 1,880 $497k Jun 30, 2019 Aug 6, 2019
Hourglass Capital LLC 1,872 $495k Jun 30, 2019 Aug 12, 2019
Quest Investment Management LLC 1,865 $493k Jun 30, 2019 Aug 13, 2019
WE ARE One Seven LLC 1,856 $490k Jun 30, 2019 Jul 16, 2019
KJ Harrison & Partners USA Inc 1,835 $485k Jun 30, 2019 Aug 5, 2019
Fundx Investment Group LLC 1,832 $484k Jun 30, 2019 Aug 5, 2019
Stokes & Hubbell Capital Management LLC 1,995 $483k Mar 31, 2019 Apr 24, 2019
UNIO Capital LLC 1,820 $481k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 1,816 $480k Jun 30, 2019 Jul 25, 2019
Peak Asset Management LLC 1,814 $479k Jun 30, 2019 Aug 15, 2019
Northstar Asset Management Inc 1,760 $465k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 1,760 $465k Jun 30, 2019 Jul 16, 2019
The London Company of Virginia LLC 1,730 $457k Jun 30, 2019 Aug 14, 2019
Ensemble Capital Management LLC 1,700 $449k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 1,700 $449k Jun 30, 2019 Aug 13, 2019
American Asset Management Inc 1,695 $448k Jun 30, 2019 Jul 31, 2019
Murphy Pohlad Asset Management LLC 1,680 $443k Jun 30, 2019 Aug 6, 2019
Obermeyer WOOD Investment Counsel LLLP 1,658 $438k Jun 30, 2019 Aug 13, 2019
Steigerwald Gordon & KOCH Inc 1,656 $438k Jun 30, 2019 Jul 15, 2019
Bigelow Investment Advisors LLC 1,600 $423k Jun 30, 2019 Jul 17, 2019
Brookmont Capital Management LLC 1,569 $415k Jun 30, 2019 Jul 18, 2019
Nottingham Advisors Inc 1,559 $412k Jun 30, 2019 Jul 17, 2019
Evanson Asset Management LLC 1,558 $412k Jun 30, 2019 Jul 11, 2019
Biltmore Family Office LLC 1,560 $412k Jun 30, 2019 Jul 31, 2019
Edgestream Partners LP 1,539 $407k Jun 30, 2019 Aug 8, 2019
BKD Wealth Advisors LLC 1,533 $405k Jun 30, 2019 Jul 10, 2019
STA Wealth Management LLC 1,532 $405k Jun 30, 2019 Aug 14, 2019
Harwood Advisory Group LLC 1,518 $401k Jun 30, 2019 Aug 7, 2019
Birinyi Associates Inc 1,500 $396k Jun 30, 2019 Aug 5, 2019
Apriem Advisors 1,498 $396k Jun 30, 2019 Aug 14, 2019
The RICE Partnership LLC 1,499 $396k Jun 30, 2019 Jul 25, 2019
Convergence Investment Partners LLC 1,484 $392k Jun 30, 2019 Jul 23, 2019
Regent Investment Management LLC 1,485 $392k Jun 30, 2019 Jul 15, 2019
Oak Ridge Investments LLC 1,481 $391k Jun 30, 2019 Aug 14, 2019
Confluence Investment Management LLC 1,481 $391k Jun 30, 2019 Jul 24, 2019
Greatmark Investment Partners Inc 1,460 $386k Jun 30, 2019 Aug 5, 2019
Aldebaran Financial Inc 1,450 $383k Jun 30, 2019 Aug 14, 2019
Clarkston Capital Partners LLC 1,450 $383k Jun 30, 2019 Jul 24, 2019
Calton & Associates Inc 1,439 $381k Jun 30, 2019 Jul 9, 2019
New England Asset Management Inc 1,425 $377k Jun 30, 2019 Aug 14, 2019
AFT Forsyth and Company Inc 1,421 $376k Jun 30, 2019 Jul 29, 2019
Gentrust LLC 1,409 $372k Jun 30, 2019 Aug 2, 2019
Yorktown Management and Research Co Inc 1,400 $370k Jun 30, 2019 Aug 2, 2019
Heritage Investment Group Inc 1,401 $370k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 1,401 $370k Jun 30, 2019 Aug 13, 2019
Evermay Wealth Management LLC 1,397 $369k Jun 30, 2019 Jul 23, 2019
Wendell David Associates Inc 1,359 $359k Jun 30, 2019 Jul 16, 2019
Beech Hill Advisors Inc 1,350 $357k Jun 30, 2019 Jul 15, 2019
Spears Abacus Advisors LLC 1,335 $353k Jun 30, 2019 Aug 9, 2019
Sadoff Investment Management LLC 1,320 $349k Jun 30, 2019 Aug 7, 2019
Clear Perspective Advisors LLC 1,266 $335k Jun 30, 2019 Aug 12, 2019
Meristem Family Wealth LLC 1,263 $334k Jun 30, 2019 Aug 6, 2019
The Family FIRM Inc 1,247 $329k Jun 30, 2019 Aug 6, 2019
Oak Asset Management LLC 1,172 $328k Jun 30, 2019 Jul 25, 2019
Strategy Asset Managers LLC 1,226 $324k Jun 30, 2019 Aug 14, 2019
Peterson Wealth Advisors LLC 1,222 $323k Jun 30, 2019 Jul 15, 2019
Miles Capital Inc 1,217 $322k Jun 30, 2019 Aug 13, 2019
Good Life Advisors LLC 1,216 $322k Jun 30, 2019 Aug 6, 2019
Grace Capital 1,213 $321k Jun 30, 2019 Aug 14, 2019
Burleson & Company LLC 1,166 $320k Jun 30, 2019 Aug 5, 2019
Prescott Group Capital Management LLC 1,200 $317k Jun 30, 2019 Aug 9, 2019
Oxbow Advisors LLC 1,195 $316k Jun 30, 2019 Aug 7, 2019
Aspiriant LLC 1,173 $310k Jun 30, 2019 Aug 6, 2019
Waters Parkerson & Co LLC 1,163 $307k Jun 30, 2019 Aug 6, 2019
IMS Capital Management Inc 1,157 $306k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 1,154 $305k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 1,149 $304k Jun 30, 2019 Jul 29, 2019
Eagle Global Advisors LLC 1,103 $291k Jun 30, 2019 Aug 13, 2019
Aristotle Capital Management LLC 1,100 $291k Jun 30, 2019 Aug 14, 2019
Carlson Capital Management LLC 1,100 $291k Jun 30, 2019 Jul 15, 2019
BSW Wealth Partners LLC 1,096 $290k Jun 30, 2019 Aug 13, 2019
Coatue Management LLC 1,084 $286k Jun 30, 2019 Aug 14, 2019
Fulcrum Capital LLC 1,075 $284k Jun 30, 2019 Jul 29, 2019
Thompson Investment Management Inc 1,060 $280k Jun 30, 2019 Aug 7, 2019
Modera Wealth Management LLC 1,059 $280k Jun 30, 2019 Aug 7, 2019
American Financial Network Advisory Services LLC 1,047 $278k Jun 30, 2019 Aug 9, 2019
Northwest Investment Counselors LLC 1,044 $276k Jun 30, 2019 Jul 25, 2019
Parsec Financial Management Inc 1,019 $269k Jun 30, 2019 Jul 23, 2019
Wheatland Advisors Inc 1,000 $264k Jun 30, 2019 Aug 7, 2019
Levin Capital Strategies LP 1,000 $264k Jun 30, 2019 Aug 13, 2019
RNC Capital Management LLC 985 $260k Jun 30, 2019 Jul 25, 2019
Hunter Associates Investment Management LLC 975 $258k Jun 30, 2019 Aug 8, 2019
JAG Capital Management LLC 976 $258k Jun 30, 2019 Jul 22, 2019
First Heartland Consultants Inc 944 $249k Jun 30, 2019 Aug 12, 2019
The Financial Consulate Inc 939 $248k Jun 30, 2019 Jul 24, 2019
Ballast Inc 930 $245k Jun 30, 2019 Jul 26, 2019
RFG Advisory LLC 930 $245k Jun 30, 2019 Aug 23, 2019
Moloney Securities Asset Management LLC 923 $244k Jun 30, 2019 Jul 29, 2019
Highland Private Wealth Management 921 $243k Jun 30, 2019 Aug 13, 2019
Eagle Ridge Investment Management LLC 921 $243k Jun 30, 2019 Aug 1, 2019
West Branch Capital LLC 914 $242k Jun 30, 2019 Aug 5, 2019
Epstein and White Financial LLC 913 $242k Jun 30, 2019 Jul 19, 2019
Summit Asset Management LLC 913 $241k Jun 30, 2019 Aug 7, 2019
LLBH Private Wealth Management LLC 908 $240k Jun 30, 2019 Aug 13, 2019
Successful Portfolios LLC 906 $239k Jun 30, 2019 Jul 11, 2019
Lehman Financial Resources Inc 1,010 $237k Sep 30, 2018 Nov 14, 2018
Chickasaw Capital Management LLC 890 $235k Jun 30, 2019 Jul 15, 2019
Leonard Rickey Investment Advisors PLLC 885 $234k Jun 30, 2019 Jul 10, 2019
White Pine Capital LLC 880 $233k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 865 $233k Jun 30, 2019 Jul 10, 2019
Cheviot Value Management LLC 881 $233k Jun 30, 2019 Aug 14, 2019
Lejeune Puetz Investment Counsel 875 $231k Jun 30, 2019 Jul 29, 2019
Interocean Capital LLC 861 $228k Jun 30, 2019 Aug 13, 2019
Meridian Investment Counsel Inc 856 $226k Jun 30, 2019 Aug 13, 2019
Newfocus Financial Group LLC 857 $226k Jun 30, 2019 Jul 23, 2019
Patton Albertson Miller Group LLC 819 $224k Jun 30, 2019 Aug 12, 2019
New England Private Wealth Advisors LLC 823 $218k Jun 30, 2019 Aug 8, 2019
Polaris Greystone Financial Group LLC 817 $215k Jun 30, 2019 Jul 25, 2019
Spearhead Capital Advisors LLC 813 $215k Jun 30, 2019 Jul 17, 2019
Deroy & Devereaux Private Investment Counsel Inc 800 $211k Jun 30, 2019 Jul 22, 2019
Cornerstone Advisory LLC 800 $211k Jun 30, 2019 Aug 8, 2019
Isthmus Partners LLC 757 $200k Jun 30, 2019 Aug 9, 2019
FORD Financial Group Inc 759 $200k Jun 30, 2019 Jul 25, 2019
Clean Yield Group Inc 716 $189k Jun 30, 2019 Jul 22, 2019
Kayne Anderson Rudnick Investment Management LLC 710 $188k Jun 30, 2019 Aug 14, 2019
Cipher Capital LP 694 $183k Jun 30, 2019 Aug 13, 2019
Vestor Capital LLC 637 $168k Jun 30, 2019 Aug 6, 2019
Arlington Partners LLC 619 $164k Jun 30, 2019 Jul 10, 2019
HMS Capital Management LLC 501 $132k Jun 30, 2019 Jul 12, 2019
The Pacific Center FOR Financial Services 487 $129k Jun 30, 2019 Aug 15, 2019
The Fiduciary Group LLC 460 $122k Jun 30, 2019 Aug 14, 2019
Vigilant Capital Management LLC 441 $117k Jun 30, 2019 Jul 18, 2019
Hallmark Capital Management Inc 400 $106k Jun 30, 2019 Aug 8, 2019
Prelude Capital Management LLC 399 $105k Jun 30, 2019 Aug 14, 2019
Abbot Financial Management Inc 300 $79k Call Jun 30, 2019 Aug 8, 2019
Permanens Capital LP 250 $66k Jun 30, 2019 Aug 9, 2019
Prime Capital Investment Advisors LLC 176 $46k Jun 30, 2019 Aug 6, 2019
Arbor Wealth Management LLC 163 $43k Jun 30, 2019 Jul 16, 2019
American Research & Management Company 140 $37k Jun 30, 2019 Jul 18, 2019
Avondale Wealth Management LLC 104 $27k Jun 30, 2019 Jul 26, 2019
Jackson Grant Investment Advisers Inc 94 $25k Jun 30, 2019 Aug 13, 2019
Cranbrook Wealth Management LLC 80 $21k Jun 30, 2019 Aug 7, 2019
Gables Capital Management Inc 77 $20k Jun 30, 2019 Jul 31, 2019
Colonial Trust Advisors Inc 50 $13k Jun 30, 2019 Aug 21, 2019
Smith Salley & Associates LLC 25 $7k Jun 30, 2019 Jul 12, 2019
RB Capital Management LLC 200 $1k Call Jun 30, 2019 Aug 7, 2019
Independent Advisor Alliance LLC 1,073 $0k Jun 30, 2019 Aug 12, 2019

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

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


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.