DISNEY WALT CO
(254687106)
Funds Reporting Holdings of DISNEY WALT CO according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Shapiro Capital Management LLC | 864,951 | $120,781,793k | Jun 30, 2019 | Aug 14, 2019 | |
Westend Advisors LLC | 243,254 | $33,967,988k | Jun 30, 2019 | Jul 23, 2019 | |
Tower Bridge Advisors Inc | 66,630 | $9,304,213k | Jun 30, 2019 | Aug 6, 2019 | |
GS Investments Inc | 32,890 | $4,592,760k | Jun 30, 2019 | Aug 9, 2019 | |
Cantab Capital Partners LLP | 11,183 | $1,102,000k | Sep 30, 2017 | Nov 14, 2017 | |
Retirement Income Solutions Inc | 4,843 | $676,000k | Jun 30, 2019 | Jul 23, 2019 | |
Yacktman Asset Management LP | 4,385,227 | $612,353k | Jun 30, 2019 | Aug 2, 2019 | |
Diamond Hill Capital Management Inc | 2,881,065 | $402,312k | Jun 30, 2019 | Aug 1, 2019 | |
Vontobel Asset Management Inc | 2,047,562 | $295,030k | Jun 30, 2019 | Aug 14, 2019 | |
Glenview Capital Management LLC | 1,882,898 | $262,928k | Jun 30, 2019 | Aug 14, 2019 | |
Mairs and Power Inc | 1,792,042 | $250,241k | Jun 30, 2019 | Aug 14, 2019 | |
HS Management Partners LLC | 1,722,206 | $240,489k | Jun 30, 2019 | Aug 13, 2019 | |
Harding Loevner LP | 1,476,132 | $206,127k | Jun 30, 2019 | Aug 14, 2019 | |
Palestra Capital Management LLC | 1,207,525 | $168,619k | Jun 30, 2019 | Aug 14, 2019 | |
SRS Investment Management LLC | 1,178,386 | $164,550k | Jun 30, 2019 | Aug 14, 2019 | |
Acadian Asset Management LLC | 1,137,524 | $158,844k | Jun 30, 2019 | Aug 8, 2019 | |
Marsico Capital Management LLC | 1,133,518 | $158,284k | Jun 30, 2019 | Aug 14, 2019 | |
Suvretta Capital Management LLC | 1,124,790 | $157,066k | Jun 30, 2019 | Aug 14, 2019 | |
Westfield Capital Management Company LP | 913,570 | $127,571k | Jun 30, 2019 | Aug 13, 2019 | |
Santa Barbara Asset Management LLC | 1,134,544 | $125,968k | Mar 31, 2019 | May 14, 2019 | |
Contour Asset Management LLC | 846,040 | $118,141k | Jun 30, 2019 | Aug 14, 2019 | |
Cacti Asset Management LLC | 811,068 | $112,982k | Jun 30, 2019 | Jul 1, 2019 | |
Gabelli Funds LLC | 785,599 | $109,701k | Jun 30, 2019 | Aug 2, 2019 | |
Arrowgrass Capital Partners LLP | 9,500 | $93,642k | Call | Sep 30, 2017 | Nov 14, 2017 |
Smead Capital Management Inc | 658,199 | $91,911k | Jun 30, 2019 | Jul 26, 2019 | |
Saratoga Research & Investment Management | 657,238 | $91,777k | Jun 30, 2019 | Jul 24, 2019 | |
Tocqueville Asset Management LP | 630,587 | $88,055k | Jun 30, 2019 | Jul 31, 2019 | |
Hermes Investment Management Limited | 751,022 | $78,715k | Jun 30, 2018 | Jul 24, 2018 | |
Sawgrass Asset Management LLC | 537,429 | $75,047k | Jun 30, 2019 | Jul 23, 2019 | |
KG Funds Management LLC | 529,086 | $73,882k | Jun 30, 2019 | Aug 14, 2019 | |
Kovitz Investment Group Partners LLC | 493,966 | $68,977k | Jun 30, 2019 | Aug 14, 2019 | |
ALTA Capital Management LLC | 472,553 | $65,987k | Jun 30, 2019 | Jul 26, 2019 | |
Light Street Capital Management LLC | 466,060 | $65,081k | Jun 30, 2019 | Aug 14, 2019 | |
AMI Asset Management Corp | 454,252 | $63,432k | Jun 30, 2019 | Aug 5, 2019 | |
Crawford Lake Capital Management LLC | 447,176 | $62,444k | Jun 30, 2019 | Aug 14, 2019 | |
Personal Capital Advisors Corporation | 439,472 | $61,368k | Jun 30, 2019 | Aug 14, 2019 | |
Manikay Partners LLC | 425,000 | $59,347k | Jun 30, 2019 | Aug 14, 2019 | |
Global Thematic Partners LLC | 414,270 | $57,848k | Jun 30, 2019 | Jul 23, 2019 | |
Hitchwood Capital Management LP | 400,000 | $55,856k | Jun 30, 2019 | Aug 14, 2019 | |
Partner Fund Management LP | 398,702 | $55,675k | Jun 30, 2019 | Aug 14, 2019 | |
SNOW Capital Management LP | 374,733 | $52,328k | Jun 30, 2019 | Aug 13, 2019 | |
Lomas Capital Management LLC | 365,410 | $51,026k | Jun 30, 2019 | Aug 14, 2019 | |
Crawford Investment Counsel Inc | 364,743 | $50,933k | Jun 30, 2019 | Aug 12, 2019 | |
Chiron Investment Management LLC | 363,754 | $50,795k | Jun 30, 2019 | Aug 14, 2019 | |
Barrett Asset Management LLC | 347,250 | $48,490k | Jun 30, 2019 | Aug 5, 2019 | |
Cambridge Investment Research Advisors Inc | 343,819 | $48,011k | Jun 30, 2019 | Aug 15, 2019 | |
Bowen Hanes & Co Inc | 337,216 | $47,089k | Jun 30, 2019 | Aug 13, 2019 | |
AO Asset Management LP | 335,300 | $46,821k | Jun 30, 2019 | Aug 13, 2019 | |
Columbus Circle Investors | 325,436 | $45,444k | Jun 30, 2019 | Aug 2, 2019 | |
Davidson Kempner Capital Management LP | 325,000 | $45,383k | Jun 30, 2019 | Aug 14, 2019 | |
Taurus Asset Management LLC | 309,227 | $43,180k | Jun 30, 2019 | Aug 14, 2019 | |
Klingenstein Fields & Co LLC | 308,329 | $43,055k | Jun 30, 2019 | Aug 12, 2019 | |
Golub Group LLC | 307,156 | $42,891k | Jun 30, 2019 | Aug 13, 2019 | |
Nokota Management LP | 300,000 | $41,892k | Call | Jun 30, 2019 | Aug 14, 2019 |
Black-And-White Capital LP | 300,000 | $41,892k | Put | Jun 30, 2019 | Aug 14, 2019 |
PRIO Wealth Limited Partnership | 299,672 | $41,846k | Jun 30, 2019 | Jul 18, 2019 | |
Newbrook Capital Advisors LP | 294,306 | $41,097k | Jun 30, 2019 | Aug 14, 2019 | |
Sather Financial Group Inc | 275,366 | $38,452k | Jun 30, 2019 | Jul 23, 2019 | |
Atalanta Sosnoff Capital LLC | 275,354 | $38,450k | Jun 30, 2019 | Jul 15, 2019 | |
Sprucegrove Investment Management Ltd | 265,800 | $37,116k | Jun 30, 2019 | Aug 12, 2019 | |
Argent Capital Management LLC | 265,531 | $37,079k | Jun 30, 2019 | Aug 15, 2019 | |
J Goldman & Co LP | 256,603 | $35,832k | Jun 30, 2019 | Aug 14, 2019 | |
Columbus Hill Capital Management LP | 254,500 | $35,538k | Jun 30, 2019 | Aug 14, 2019 | |
Cohen & Steers Capital Management Inc | 336,593 | $35,305k | Mar 31, 2015 | May 15, 2015 | |
Pacer Advisors Inc | 252,281 | $35,229k | Jun 30, 2019 | Aug 12, 2019 | |
Compass Capital Management Inc | 250,592 | $34,993k | Jun 30, 2019 | Jul 31, 2019 | |
Destination Wealth Management | 245,570 | $34,291k | Jun 30, 2019 | Jul 19, 2019 | |
Darrell & King LLC | 244,062 | $34,081k | Jun 30, 2019 | Aug 15, 2019 | |
Provident Investment Management Inc | 237,450 | $33,158k | Jun 30, 2019 | Aug 8, 2019 | |
Corvex Management LP | 236,502 | $33,025k | Jun 30, 2019 | Aug 14, 2019 | |
Point72 Asset Management LP | 234,300 | $32,718k | Put | Jun 30, 2019 | Aug 14, 2019 |
Stack Financial Management Inc | 227,635 | $31,787k | Jun 30, 2019 | Jul 30, 2019 | |
Avalon Advisors LLC | 216,356 | $30,212k | Jun 30, 2019 | Aug 14, 2019 | |
Howard Capital Management Inc | 207,590 | $28,988k | Jun 30, 2019 | Jul 24, 2019 | |
Ulysses Management LLC | 205,000 | $28,626k | Jun 30, 2019 | Aug 14, 2019 | |
Cavalry Management Group LLC | 204,383 | $28,563k | Jun 30, 2019 | Aug 14, 2019 | |
Interocean Capital LLC | 203,292 | $28,388k | Jun 30, 2019 | Aug 13, 2019 | |
Cornerstone Capital Inc | 198,252 | $27,684k | Jun 30, 2019 | Aug 14, 2019 | |
Cornerstone Capital Corp | 198,252 | $27,684k | Jun 30, 2019 | Aug 14, 2019 | |
EP Wealth Advisors LLC | 194,182 | $27,116k | Jun 30, 2019 | Aug 27, 2019 | |
Hosking Partners LLP | 187,865 | $26,233k | Jun 30, 2019 | Aug 13, 2019 | |
Samlyn Capital LLC | 184,825 | $25,809k | Jun 30, 2019 | Aug 14, 2019 | |
Signature Estate & Investment Advisors LLC | 184,292 | $25,735k | Jun 30, 2019 | Aug 1, 2019 | |
BEL AIR Investment Advisors LLC | 387,816 | $25,010k | Sep 30, 2013 | Nov 12, 2013 | |
Dudley & Shanley Inc | 174,750 | $24,402k | Jun 30, 2019 | Jul 10, 2019 | |
Dupont Capital Management Corp | 165,757 | $23,146k | Jun 30, 2019 | Jul 30, 2019 | |
Corda Investment Management LLC | 164,682 | $22,996k | Jun 30, 2019 | Aug 9, 2019 | |
Sustainable Growth Advisers LP | 158,169 | $22,087k | Jun 30, 2019 | Aug 12, 2019 | |
DSAM Partners London Ltd | 157,139 | $21,943k | Jun 30, 2019 | Aug 14, 2019 | |
Parsec Financial Management Inc | 154,414 | $21,562k | Jun 30, 2019 | Jul 23, 2019 | |
Polaris Greystone Financial Group LLC | 150,040 | $21,253k | Jun 30, 2019 | Jul 25, 2019 | |
Ashfield Capital Partners LLC | 150,156 | $20,968k | Jun 30, 2019 | Jul 29, 2019 | |
Gabalex Capital Management LLC | 150,000 | $20,946k | Jun 30, 2019 | Aug 1, 2019 | |
Guardian Point Capital LP | 150,000 | $20,946k | Jun 30, 2019 | Aug 14, 2019 | |
Howland Capital Management LLC | 147,016 | $20,529k | Jun 30, 2019 | Jul 17, 2019 | |
Zweig-Dimenna Associates LLC | 145,606 | $20,332k | Jun 30, 2019 | Jul 10, 2019 | |
Friess Associates LLC | 140,715 | $19,649k | Jun 30, 2019 | Aug 14, 2019 | |
Morningstar Investment Services LLC | 139,069 | $19,420k | Jun 30, 2019 | Aug 13, 2019 | |
Badgley Phelps and Bell Inc | 137,271 | $19,169k | Jun 30, 2019 | Jul 30, 2019 | |
Sentry Investment Management LLC | 135,307 | $18,894k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 135,307 | $18,894k | Jun 30, 2019 | Aug 12, 2019 | |
BTR Capital Management Inc | 130,749 | $18,258k | Jun 30, 2019 | Jul 18, 2019 | |
Levin Capital Strategies LP | 129,278 | $18,052k | Jun 30, 2019 | Aug 13, 2019 | |
Maplelane Capital LLC | 128,710 | $17,973k | Jun 30, 2019 | Aug 14, 2019 | |
Barometer Capital Management Inc | 125,099 | $17,361k | Jun 30, 2019 | Aug 13, 2019 | |
Wafra Inc | 124,123 | $17,333k | Jun 30, 2019 | Aug 14, 2019 | |
Grandfield & DODD LLC | 123,714 | $17,275k | Jun 30, 2019 | Jul 29, 2019 | |
Quest Investment Management LLC | 121,905 | $17,023k | Jun 30, 2019 | Aug 13, 2019 | |
Private Wealth Partners LLC | 119,501 | $16,687k | Jun 30, 2019 | Aug 6, 2019 | |
and Wealth Partners LLC | 119,501 | $16,687k | Jun 30, 2019 | Aug 6, 2019 | |
Chilton Capital Management LLC | 118,673 | $16,572k | Jun 30, 2019 | Aug 13, 2019 | |
The Burney Company | 118,459 | $16,542k | Jun 30, 2019 | Aug 12, 2019 | |
Madison Investment Holdings Inc | 115,151 | $16,080k | Jun 30, 2019 | Aug 13, 2019 | |
Round Hill Asset Management Inc | 114,943 | $16,054k | Jun 30, 2019 | Aug 13, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 112,971 | $15,775k | Jun 30, 2019 | Jul 22, 2019 | |
Cramer Rosenthal Mcglynn LLC | 111,520 | $15,573k | Jun 30, 2019 | Aug 13, 2019 | |
Oribel Capital Management LP | 109,100 | $15,235k | Jun 30, 2019 | Aug 14, 2019 | |
Callahan Advisors LLC | 107,509 | $15,013k | Jun 30, 2019 | Jul 17, 2019 | |
KLCM Advisors Inc | 107,326 | $14,987k | Jun 30, 2019 | Aug 15, 2019 | |
Dowling & Yahnke LLC | 106,497 | $14,871k | Jun 30, 2019 | Jul 22, 2019 | |
Janney Capital Management LLC | 105,534 | $14,737k | Jun 30, 2019 | Jul 29, 2019 | |
North American Management Corp | 104,980 | $14,659k | Jun 30, 2019 | Jul 30, 2019 | |
Archon Partners LLC | 101,500 | $14,173k | Jun 30, 2019 | Aug 14, 2019 | |
CCM Investment Advisers LLC | 100,787 | $14,073k | Jun 30, 2019 | Aug 5, 2019 | |
Alpha Cubed Investments LLC | 100,217 | $13,994k | Jun 30, 2019 | Jul 19, 2019 | |
Baltimore-Washington Financial Advisors Inc | 99,852 | $13,943k | Jun 30, 2019 | Jul 25, 2019 | |
Gilder Gagnon HOWE & Co LLC | 98,490 | $13,753k | Jun 30, 2019 | Aug 13, 2019 | |
Martin Investment Management LLC | 98,052 | $13,692k | Jun 30, 2019 | Aug 7, 2019 | |
Becker Capital Management Inc | 97,321 | $13,590k | Jun 30, 2019 | Aug 8, 2019 | |
Cutler Investment Counsel LLC | 97,253 | $13,580k | Jun 30, 2019 | Aug 5, 2019 | |
Bowie Capital Management LLC | 96,000 | $13,405k | Jun 30, 2019 | Aug 9, 2019 | |
Boston Common Asset Management LLC | 95,877 | $13,388k | Jun 30, 2019 | Jul 26, 2019 | |
Kingdon Capital Management LLC | 95,823 | $13,381k | Jun 30, 2019 | Aug 14, 2019 | |
Peak Asset Management LLC | 95,368 | $13,317k | Jun 30, 2019 | Aug 15, 2019 | |
TT International | 95,139 | $13,285k | Jun 30, 2019 | Aug 12, 2019 | |
Founders Capital Management Inc | 95,091 | $13,279k | Jun 30, 2019 | Jul 11, 2019 | |
Founders Capital Management LLC | 95,091 | $13,279k | Jun 30, 2019 | Jul 11, 2019 | |
Investec Asset Management Limited | 93,685 | $13,082k | Jun 30, 2019 | Jul 30, 2019 | |
Churchill Management Corp | 92,818 | $12,961k | Jun 30, 2019 | Jul 10, 2019 | |
Woodstock Corporation | 92,655 | $12,938k | Jun 30, 2019 | Jul 3, 2019 | |
Waters Parkerson & Co LLC | 92,311 | $12,890k | Jun 30, 2019 | Aug 6, 2019 | |
YHB Investment Advisors Inc | 92,089 | $12,859k | Jun 30, 2019 | Jul 15, 2019 | |
Edgemoor Investment Advisors Inc | 89,892 | $12,553k | Jun 30, 2019 | Aug 9, 2019 | |
Carret Asset Management LLC | 88,206 | $12,317k | Jun 30, 2019 | Aug 12, 2019 | |
Decatur Capital Management Inc | 88,002 | $12,289k | Jun 30, 2019 | Jul 24, 2019 | |
CIM LLC | 87,784 | $12,258k | Jun 30, 2019 | Jul 22, 2019 | |
1919 Investment Counsel LLC | 135,100 | $12,028k | Sep 30, 2014 | Nov 14, 2014 | |
Bragg Financial Advisors Inc | 85,912 | $11,997k | Jun 30, 2019 | Aug 14, 2019 | |
Tufton Capital Management LLC | 85,814 | $11,983k | Jun 30, 2019 | Jul 26, 2019 | |
Tokio Marine Asset Management USA Ltd | 80,423 | $11,230k | Jun 30, 2019 | Jul 25, 2019 | |
Pacific Heights Asset Management LLC | 80,000 | $11,171k | Jun 30, 2019 | Jul 23, 2019 | |
MYDA Advisors LLC | 80,000 | $11,171k | Jun 30, 2019 | Aug 13, 2019 | |
Gratus Capital LLC | 79,733 | $11,134k | Jun 30, 2019 | Aug 7, 2019 | |
Eagle Ridge Investment Management LLC | 79,296 | $11,073k | Jun 30, 2019 | Aug 1, 2019 | |
Haverford Financial Services Inc | 77,175 | $10,777k | Jun 30, 2019 | Aug 13, 2019 | |
Rockshelter Capital Management LLC | 76,902 | $10,739k | Jun 30, 2019 | Aug 14, 2019 | |
Carnick & Kubik Group LLC | 75,528 | $10,546k | Jun 30, 2019 | Jul 30, 2019 | |
Strategy Asset Managers LLC | 75,248 | $10,508k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Advisors Investment Management LLC | 75,238 | $10,506k | Jun 30, 2019 | Jul 25, 2019 | |
Grassi Investment Management LLC | 75,047 | $10,480k | Jun 30, 2019 | Jul 10, 2019 | |
Osborne Partners Capital Management LLC | 74,976 | $10,470k | Jun 30, 2019 | Jul 18, 2019 | |
Westchester Capital Management Inc | 74,381 | $10,387k | Jun 30, 2019 | Aug 5, 2019 | |
Westchester Capital Management LLC | 74,381 | $10,387k | Jun 30, 2019 | Aug 5, 2019 | |
Pacific Global Investment Management Co | 73,100 | $10,208k | Jun 30, 2019 | Aug 14, 2019 | |
Riverpark Capital Management LLC | 73,075 | $10,204k | Jun 30, 2019 | Aug 13, 2019 | |
Greenwood Gearhart Inc | 72,751 | $10,159k | Jun 30, 2019 | Aug 7, 2019 | |
Mastrapasqua Asset Management Inc | 70,033 | $9,779k | Jun 30, 2019 | Aug 12, 2019 | |
Adams Diversified Equity Fund Inc | 68,800 | $9,607k | Jun 30, 2019 | Jul 29, 2019 | |
United Asset Strategies Inc | 68,222 | $9,526k | Jun 30, 2019 | Jul 31, 2019 | |
Wendell David Associates Inc | 68,102 | $9,510k | Jun 30, 2019 | Jul 16, 2019 | |
Winslow Asset Management Inc | 67,829 | $9,472k | Jun 30, 2019 | Jul 29, 2019 | |
Miracle MILE Advisors LLC | 67,786 | $9,466k | Jun 30, 2019 | Aug 7, 2019 | |
Steel Canyon Capital LLC | 67,440 | $9,417k | Call | Jun 30, 2019 | Aug 14, 2019 |
Hendley & Co Inc | 67,423 | $9,415k | Jun 30, 2019 | Aug 8, 2019 | |
Taylor Wealth Management Partners LLC | 66,765 | $9,323k | Jun 30, 2019 | Jul 17, 2019 | |
Bluemar Capital Management LLC | 66,729 | $9,318k | Jun 30, 2019 | Aug 14, 2019 | |
Dillon & Associates Inc | 66,450 | $9,303k | Jun 30, 2019 | Jul 22, 2019 | |
Fulcrum Capital LLC | 66,174 | $9,241k | Jun 30, 2019 | Jul 29, 2019 | |
Financial Advantage Inc | 65,964 | $9,211k | Jun 30, 2019 | Jul 23, 2019 | |
West Coast Financial LLC | 65,408 | $9,134k | Jun 30, 2019 | Jul 16, 2019 | |
Nippon Life Global Investors Americas Inc | 65,120 | $9,094k | Jun 30, 2019 | Jul 23, 2019 | |
HUGH Johnson Advisors LLC | 64,990 | $9,075k | Jun 30, 2019 | Aug 6, 2019 | |
Thompson Investment Management Inc | 64,964 | $9,072k | Jun 30, 2019 | Aug 7, 2019 | |
The Leuthold Group LLC | 63,760 | $8,903k | Jun 30, 2019 | Aug 14, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 63,562 | $8,876k | Jun 30, 2019 | Aug 9, 2019 | |
Frontier Wealth Management LLC | 63,562 | $8,876k | Jun 30, 2019 | Aug 16, 2019 | |
Matthew GOFF Investment Advisor LLC | 63,536 | $8,872k | Jun 30, 2019 | Aug 5, 2019 | |
Capwealth Advisors LLC | 63,349 | $8,846k | Jun 30, 2019 | Aug 13, 2019 | |
Ramsay Stattman VELA & Price Inc | 62,884 | $8,781k | Jun 30, 2019 | Aug 9, 2019 | |
RPG Investment Advisory LLC | 61,844 | $8,668k | Jun 30, 2019 | Jul 10, 2019 | |
Clarkston Capital Partners LLC | 61,887 | $8,642k | Jun 30, 2019 | Jul 24, 2019 | |
Mccollum Christoferson Group LLC | 61,004 | $8,519k | Jun 30, 2019 | Jul 11, 2019 | |
Buckhead Capital Management LLC | 60,552 | $8,455k | Jun 30, 2019 | Aug 1, 2019 | |
Leonard Green & Partners LP | 60,000 | $8,378k | Jun 30, 2019 | Aug 14, 2019 | |
Artisan Partners Limited Partnership | 59,603 | $8,323k | Jun 30, 2019 | Aug 9, 2019 | |
Wespac Advisors Socal LLC | 59,522 | $8,311k | Jun 30, 2019 | Jul 30, 2019 | |
QS Investors LLC | 59,041 | $8,245k | Jun 30, 2019 | Aug 14, 2019 | |
Circle ROAD Advisors LP | 58,234 | $8,132k | Jun 30, 2019 | Aug 7, 2019 | |
Addenda Capital Inc | 57,816 | $8,073k | Jun 30, 2019 | Jul 12, 2019 | |
Cobiz Wealth LLC | 57,755 | $8,065k | Jun 30, 2019 | Jul 8, 2019 | |
Otter Creek Advisors LLC | 57,745 | $8,064k | Jun 30, 2019 | Aug 14, 2019 | |
Punch & Associates Investment Management Inc | 57,095 | $7,973k | Jun 30, 2019 | Aug 14, 2019 | |
BOYS Arnold & Company Inc | 56,880 | $7,943k | Jun 30, 2019 | Aug 1, 2019 | |
Eagle Global Advisors LLC | 56,112 | $7,835k | Jun 30, 2019 | Aug 13, 2019 | |
YCG LLC | 54,754 | $7,678k | Jun 30, 2019 | Jul 23, 2019 | |
Karpas Strategies LLC | 54,693 | $7,637k | Jun 30, 2019 | Jul 25, 2019 | |
Brightworth LLC | 54,540 | $7,616k | Jun 30, 2019 | Jul 31, 2019 | |
Exchange Capital Management Inc | 54,262 | $7,577k | Jun 30, 2019 | Jul 22, 2019 | |
Prime Capital Investment Advisors LLC | 54,214 | $7,570k | Jun 30, 2019 | Aug 6, 2019 | |
TDAM USA Inc | 54,201 | $7,569k | Jun 30, 2019 | Aug 1, 2019 | |
BLB & B Advisors LLC | 53,966 | $7,536k | Jun 30, 2019 | Jul 29, 2019 | |
Perella Weinberg Partners Capital Management LP | 53,672 | $7,495k | Jun 30, 2019 | Jul 22, 2019 | |
Cadinha & Co LLC | 53,560 | $7,479k | Jun 30, 2019 | Aug 9, 2019 | |
Nelson Roberts Investment Advisors LLC | 53,547 | $7,477k | Jun 30, 2019 | Jul 25, 2019 | |
GHP Investment Advisors Inc | 52,885 | $7,385k | Jun 30, 2019 | Aug 2, 2019 | |
SAND Hill Global Advisors LLC | 52,819 | $7,376k | Jun 30, 2019 | Aug 13, 2019 | |
Vision Capital Management Inc | 51,209 | $7,151k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 51,209 | $7,151k | Jun 30, 2019 | Jul 29, 2019 | |
Independent Investors Inc | 50,582 | $7,063k | Jun 30, 2019 | Jul 18, 2019 | |
Baker Avenue Asset Management LP | 50,295 | $7,023k | Jun 30, 2019 | Aug 14, 2019 | |
Shellback Capital LP | 50,000 | $6,982k | Jun 30, 2019 | Aug 14, 2019 | |
Menlo Advisors LLC | 49,915 | $6,970k | Jun 30, 2019 | Jul 17, 2019 | |
Violich Capital Management | 49,442 | $6,904k | Jun 30, 2019 | Jul 22, 2019 | |
Meritage Portfolio Management Inc | 48,875 | $6,825k | Jun 30, 2019 | Jul 30, 2019 | |
Cubic Asset Management LLC | 48,815 | $6,817k | Jun 30, 2019 | Jul 29, 2019 | |
Barry Investment Advisors LLC | 48,388 | $6,757k | Jun 30, 2019 | Jul 26, 2019 | |
Beaconlight Capital LLC | 47,500 | $6,633k | Jun 30, 2019 | Aug 14, 2019 | |
van Strum & Towne Inc | 47,497 | $6,632k | Jun 30, 2019 | Aug 12, 2019 | |
Marco Investment Management LLC | 46,153 | $6,445k | Jun 30, 2019 | Aug 6, 2019 | |
Marvin & Palmer Associates | 45,627 | $6,371k | Jun 30, 2019 | Aug 19, 2019 | |
Appleton Partners Inc | 45,126 | $6,301k | Jun 30, 2019 | Jul 25, 2019 | |
RKL Wealth Management LLC | 44,357 | $6,191k | Jun 30, 2019 | Aug 2, 2019 | |
Hendershot Investments Inc | 44,013 | $6,146k | Jun 30, 2019 | Jul 31, 2019 | |
Stokes & Hubbell Capital Management LLC | 55,230 | $6,132k | Mar 31, 2019 | Apr 24, 2019 | |
Merriman Wealth Management LLC | 4,328 | $6,130k | Jun 30, 2019 | Jul 31, 2019 | |
Marble Harbor Investment Counsel LLC | 43,806 | $6,117k | Jun 30, 2019 | Aug 7, 2019 | |
Olstein Capital Management LP | 43,600 | $6,088k | Jun 30, 2019 | Jul 31, 2019 | |
Keeler Thomas Management LLC | 43,375 | $6,056k | Jun 30, 2019 | Jul 31, 2019 | |
KJ Harrison & Partners USA Inc | 43,127 | $6,022k | Jun 30, 2019 | Aug 5, 2019 | |
Front Barnett Associates LLC | 42,334 | $5,912k | Jun 30, 2019 | Aug 6, 2019 | |
BKD Wealth Advisors LLC | 42,191 | $5,892k | Jun 30, 2019 | Jul 10, 2019 | |
BECK Capital Management LLC | 41,327 | $5,771k | Jun 30, 2019 | Aug 14, 2019 | |
USA Financial Portformulas Corporation | 51,817 | $5,753k | Jun 30, 2019 | Aug 12, 2019 | |
Yakira Capital Management Inc | 40,900 | $5,711k | Jun 30, 2019 | Aug 9, 2019 | |
Strategic Financial Services Inc | 40,776 | $5,694k | Jun 30, 2019 | Aug 13, 2019 | |
Telos Capital Management Inc | 40,641 | $5,675k | Jun 30, 2019 | Jul 19, 2019 | |
Lyell Wealth Management LP | 40,555 | $5,663k | Jun 30, 2019 | Aug 1, 2019 | |
Westover Capital Advisors LLC | 40,320 | $5,630k | Jun 30, 2019 | Aug 13, 2019 | |
Peconic Partners LLC | 40,000 | $5,586k | Jun 30, 2019 | Aug 14, 2019 | |
Smith Salley & Associates LLC | 39,679 | $5,541k | Jun 30, 2019 | Jul 12, 2019 | |
Beacon Investment Advisory Services Inc | 39,447 | $5,508k | Jun 30, 2019 | Aug 7, 2019 | |
Abbrea Capital LLC | 38,743 | $5,410k | Jun 30, 2019 | Jul 31, 2019 | |
Benson Investment Management Company Inc | 37,695 | $5,264k | Jun 30, 2019 | Jul 11, 2019 | |
Hoylecohen LLC | 37,589 | $5,249k | Jun 30, 2019 | Aug 9, 2019 | |
The WEIL Company | 37,352 | $5,216k | Jun 30, 2019 | Aug 12, 2019 | |
Steadfast Capital Management LP | 37,000 | $5,167k | Jun 30, 2019 | Aug 14, 2019 | |
Richard Bernstein Advisors LLC | 36,924 | $5,156k | Jun 30, 2019 | Aug 9, 2019 | |
SVA Plumb Wealth Management LLC | 36,511 | $5,098k | Jun 30, 2019 | Aug 13, 2019 | |
Altavista Wealth Management Inc | 36,495 | $5,096k | Jun 30, 2019 | Aug 13, 2019 | |
RAAB & Moskowitz Asset Management LLC | 36,471 | $5,092k | Jun 30, 2019 | Aug 9, 2019 | |
Diligent Investors LLC | 36,318 | $5,071k | Jun 30, 2019 | Aug 1, 2019 | |
California Capital Advisors Inc | 36,306 | $5,070k | Jun 30, 2019 | Jul 15, 2019 | |
Bronfman EL Rothschild LP | 36,123 | $5,044k | Jun 30, 2019 | Aug 12, 2019 | |
American Money Management LLC | 35,954 | $5,021k | Jun 30, 2019 | Aug 12, 2019 | |
Jolley Asset Management LLC | 35,787 | $4,997k | Jun 30, 2019 | Jul 22, 2019 | |
Marietta Wealth Management LLC | 35,743 | $4,991k | Jun 30, 2019 | Aug 14, 2019 | |
Elgethun Capital Management | 35,733 | $4,990k | Jun 30, 2019 | Aug 8, 2019 | |
Keating Investment Counselors Inc | 35,696 | $4,985k | Jun 30, 2019 | Aug 1, 2019 | |
Princeton Capital Management LLC | 35,665 | $4,980k | Jun 30, 2019 | Aug 12, 2019 | |
Whitnell & Co | 35,184 | $4,913k | Jun 30, 2019 | Jul 16, 2019 | |
10-15 Associates Inc | 35,120 | $4,904k | Jun 30, 2019 | Aug 12, 2019 | |
LOWE Brockenbrough & Company Inc | 34,545 | $4,824k | Jun 30, 2019 | Aug 12, 2019 | |
Wallington Asset Management LLC | 34,045 | $4,754k | Jun 30, 2019 | Aug 13, 2019 | |
Kempner Capital Management Inc | 33,620 | $4,695k | Jun 30, 2019 | Jul 8, 2019 | |
Contravisory Investment Management Inc | 33,536 | $4,683k | Jun 30, 2019 | Jul 9, 2019 | |
Boyar Asset Management Inc | 33,401 | $4,664k | Jun 30, 2019 | Aug 6, 2019 | |
Capital Investment Counsel Inc | 33,163 | $4,631k | Jun 30, 2019 | Jul 26, 2019 | |
Capital Counsel LLC | 33,163 | $4,631k | Jun 30, 2019 | Jul 26, 2019 | |
Aldebaran Financial Inc | 32,881 | $4,591k | Jun 30, 2019 | Aug 14, 2019 | |
Advisors Capital Management LLC | 32,817 | $4,583k | Jun 30, 2019 | Aug 15, 2019 | |
South Texas Money Management Ltd | 32,537 | $4,543k | Jun 30, 2019 | Jul 2, 2019 | |
JGP Wealth Management LLC | 32,041 | $4,474k | Jun 30, 2019 | Jul 15, 2019 | |
Hartline Investment Corp | 31,991 | $4,467k | Jun 30, 2019 | Aug 8, 2019 | |
Motley FOOL Asset Management LLC | 31,656 | $4,420k | Jun 30, 2019 | Aug 14, 2019 | |
Brown Advisory Securities LLC | 31,551 | $4,413k | Jun 30, 2019 | Aug 12, 2019 | |
Argus Investors' Counsel Inc | 31,471 | $4,395k | Jun 30, 2019 | Jul 10, 2019 | |
Fagan Associates Inc | 31,247 | $4,363k | Jun 30, 2019 | Jul 12, 2019 | |
Centre Asset Management LLC | 31,130 | $4,347k | Jun 30, 2019 | Jul 15, 2019 | |
Congress Park Capital LLC | 29,782 | $4,308k | Jun 30, 2019 | Aug 2, 2019 | |
OFI Advisors LLC | 41,856 | $4,278k | Sep 30, 2015 | Nov 16, 2015 | |
Boston Research and Management Inc | 30,595 | $4,272k | Jun 30, 2019 | Aug 7, 2019 | |
Family Management Corporation | 30,463 | $4,254k | Jun 30, 2019 | Aug 14, 2019 | |
Alexandria Capital LLC | 30,010 | $4,191k | Jun 30, 2019 | Aug 12, 2019 | |
Hussman Strategic Advisors Inc | 30,000 | $4,189k | Jun 30, 2019 | Jul 31, 2019 | |
SNS Financial Group LLC | 29,959 | $4,184k | Jun 30, 2019 | Jul 26, 2019 | |
Torch Wealth Management LLC | 29,778 | $4,158k | Jun 30, 2019 | Aug 2, 2019 | |
RNC Capital Management LLC | 29,547 | $4,126k | Jun 30, 2019 | Jul 25, 2019 | |
Liberty Capital Management Inc | 29,386 | $4,103k | Jun 30, 2019 | Jul 15, 2019 | |
HCR Wealth Advisors | 29,224 | $4,080k | Jun 30, 2019 | Jul 25, 2019 | |
Bell & Brown Wealth Advisors LLC | 29,217 | $4,080k | Jun 30, 2019 | Aug 6, 2019 | |
Mengis Capital Management Inc | 29,192 | $4,076k | Jun 30, 2019 | Jul 18, 2019 | |
Private Management Group Inc | 36,580 | $4,011k | Dec 31, 2018 | Jan 30, 2019 | |
Investment Management Corporation | 36,580 | $4,011k | Dec 31, 2018 | Jan 30, 2019 | |
Financial & Investment Management Group Ltd | 36,580 | $4,011k | Dec 31, 2018 | Jan 30, 2019 | |
Financial Management Inc | 36,580 | $4,011k | Dec 31, 2018 | Jan 30, 2019 | |
Covey Capital Advisors LLC | 28,090 | $3,922k | Jun 30, 2019 | Aug 8, 2019 | |
Selway Asset Management Inc | 27,891 | $3,895k | Jun 30, 2019 | Jul 30, 2019 | |
WEIK Capital Management Inc | 27,825 | $3,885k | Jun 30, 2019 | Aug 9, 2019 | |
Goelzer Investment Management Inc | 27,562 | $3,849k | Jun 30, 2019 | Jul 29, 2019 | |
Private Wealth Advisors Inc | 27,554 | $3,848k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 27,554 | $3,848k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 27,554 | $3,848k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 27,554 | $3,848k | Jun 30, 2019 | Aug 7, 2019 | |
Middleton & Company Inc | 27,531 | $3,844k | Jun 30, 2019 | Jul 25, 2019 | |
Pettee Investors Inc | 27,408 | $3,827k | Jun 30, 2019 | Aug 7, 2019 | |
The Northstar Group Inc | 27,319 | $3,815k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 27,319 | $3,815k | Jun 30, 2019 | Jul 12, 2019 | |
Boston Family Office LLC | 27,025 | $3,774k | Jun 30, 2019 | Jul 30, 2019 | |
Mount Yale Investment Advisors LLC | 27,867 | $3,758k | Jun 30, 2019 | Aug 13, 2019 | |
Curbstone Financial Management Corporation | 26,879 | $3,753k | Jun 30, 2019 | Jul 9, 2019 | |
Brave Asset Management Inc | 26,510 | $3,702k | Jun 30, 2019 | Aug 5, 2019 | |
Investment Counsel Inc | 25,076 | $3,618k | Jun 30, 2019 | Jul 29, 2019 | |
Private Counsel Group Ltd | 25,076 | $3,618k | Jun 30, 2019 | Jul 29, 2019 | |
Triangle Securities Wealth Management | 25,323 | $3,571k | Jun 30, 2019 | Jul 10, 2019 | |
van Hulzen Asset Management LLC | 25,494 | $3,560k | Jun 30, 2019 | Aug 8, 2019 | |
CWA Asset Management Group LLC | 25,495 | $3,560k | Jun 30, 2019 | Aug 13, 2019 | |
LEE Financial Group Hawaii Inc | 25,213 | $3,521k | Jun 30, 2019 | Jul 30, 2019 | |
IHT Wealth Management LLC | 25,047 | $3,498k | Jun 30, 2019 | Aug 12, 2019 | |
Nicholas Investment Partners LP | 25,034 | $3,496k | Jun 30, 2019 | Aug 9, 2019 | |
Boardman BAY Capital Management LLC | 25,000 | $3,491k | Jun 30, 2019 | Aug 14, 2019 | |
Cheviot Value Management LLC | 24,992 | $3,490k | Jun 30, 2019 | Aug 14, 2019 | |
Boothe Investment Group Inc | 24,854 | $3,471k | Jun 30, 2019 | Jul 2, 2019 | |
Granite Group Advisors LLC | 24,738 | $3,454k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 24,738 | $3,454k | Jun 30, 2019 | Jul 23, 2019 | |
Rodgers Brothers Inc | 24,647 | $3,442k | Jun 30, 2019 | Aug 14, 2019 | |
Private Asset Management Inc | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Northwest Investment Counselors LLC | 24,127 | $3,369k | Jun 30, 2019 | Jul 25, 2019 | |
Asset Management Corporation | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 24,125 | $3,369k | Jun 30, 2019 | Aug 14, 2019 | |
Steinberg Global Asset Management Ltd | 30,270 | $3,361k | Mar 31, 2019 | Apr 24, 2019 | |
Monetary Management Group Inc | 24,020 | $3,354k | Jun 30, 2019 | Aug 13, 2019 | |
Monetta Financial Services Inc | 24,000 | $3,351k | Jun 30, 2019 | Aug 9, 2019 | |
Riverpark Advisors LLC | 23,910 | $3,339k | Jun 30, 2019 | Aug 13, 2019 | |
JAG Capital Management LLC | 23,739 | $3,315k | Jun 30, 2019 | Jul 22, 2019 | |
Aspiriant LLC | 23,624 | $3,304k | Jun 30, 2019 | Aug 6, 2019 | |
The Bollard Group LLC | 23,644 | $3,302k | Jun 30, 2019 | Aug 13, 2019 | |
Hennessy Advisors Inc | 23,400 | $3,268k | Jun 30, 2019 | Jul 11, 2019 | |
Condor Capital Management | 23,136 | $3,231k | Jun 30, 2019 | Aug 5, 2019 | |
Arlington Financial Advisors LLC | 23,109 | $3,227k | Jun 30, 2019 | Aug 5, 2019 | |
Good Life Advisors LLC | 22,197 | $3,102k | Jun 30, 2019 | Aug 6, 2019 | |
Murphy Pohlad Asset Management LLC | 22,025 | $3,075k | Jun 30, 2019 | Aug 6, 2019 | |
New England Research & Management Inc | 21,980 | $3,069k | Jun 30, 2019 | Jul 9, 2019 | |
Patton Albertson Miller Group LLC | 22,036 | $3,052k | Jun 30, 2019 | Aug 12, 2019 | |
Harwood Advisory Group LLC | 21,791 | $3,043k | Jun 30, 2019 | Aug 7, 2019 | |
Tiedemann Advisors LLC | 21,519 | $3,006k | Jun 30, 2019 | Aug 13, 2019 | |
Semper Augustus Investments Group LLC | 21,505 | $3,003k | Jun 30, 2019 | Aug 13, 2019 | |
Atika Capital Management LLC | 21,332 | $2,978k | Jun 30, 2019 | Aug 12, 2019 | |
Brasada Capital Management LP | 20,865 | $2,956k | Jun 30, 2019 | Aug 7, 2019 | |
Jasper Ridge Partners LP | 21,099 | $2,946k | Jun 30, 2019 | Aug 9, 2019 | |
Hunter Associates Investment Management LLC | 21,035 | $2,937k | Jun 30, 2019 | Aug 8, 2019 | |
LaSalle Street Capital Management LLC | 21,004 | $2,933k | Jun 30, 2019 | Aug 8, 2019 | |
Pratt Collard Advisory Partners LLC | 20,906 | $2,919k | Jun 30, 2019 | Jul 16, 2019 | |
Malaga COVE Capital LLC | 20,849 | $2,911k | Jun 30, 2019 | Aug 14, 2019 | |
Bennicas & Associates Inc | 20,675 | $2,887k | Jun 30, 2019 | Jul 12, 2019 | |
Summit Financial Group Inc | 20,595 | $2,876k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 20,595 | $2,876k | Jun 30, 2019 | Jul 3, 2019 | |
Staley Capital Advisers Inc | 20,356 | $2,843k | Jun 30, 2019 | Aug 9, 2019 | |
Joel Isaacson & Co LLC | 20,257 | $2,829k | Jun 30, 2019 | Jul 11, 2019 | |
KARP Capital Management Corporation | 20,244 | $2,827k | Jun 30, 2019 | Aug 8, 2019 | |
Arlington Partners LLC | 19,900 | $2,779k | Jun 30, 2019 | Jul 10, 2019 | |
Searle & Co | 19,841 | $2,771k | Jun 30, 2019 | Jul 17, 2019 | |
FFCM LLC | 19,713 | $2,753k | Jun 30, 2019 | Jul 30, 2019 | |
Mirador Capital Partners LP | 19,475 | $2,720k | Jun 30, 2019 | Aug 6, 2019 | |
Benin Management Corp | 19,399 | $2,709k | Jun 30, 2019 | Jul 31, 2019 | |
The Rikoon Group LLC | 19,401 | $2,709k | Jun 30, 2019 | Aug 6, 2019 | |
Bigsur Wealth Management LLC | 18,800 | $2,663k | Jun 30, 2019 | Jul 5, 2019 | |
DUFF & Phelps Investment Management Co | 19,063 | $2,662k | Jun 30, 2019 | Aug 2, 2019 | |
Cypress Wealth Services LLC | 18,988 | $2,651k | Jun 30, 2019 | Jul 24, 2019 | |
Bedel Financial Consulting Inc | 18,489 | $2,582k | Jun 30, 2019 | Aug 1, 2019 | |
Chesapeake Asset Management LLC | 18,481 | $2,581k | Jun 30, 2019 | Aug 6, 2019 | |
Altium Wealth Management LLC | 18,359 | $2,564k | Jun 30, 2019 | Jul 18, 2019 | |
Ancora Family Wealth Advisors LLC | 27,030 | $2,510k | Sep 30, 2016 | Nov 4, 2016 | |
Stillwater Investment Management LLC | 17,730 | $2,476k | Jun 30, 2019 | Jul 3, 2019 | |
The Investment House LLC | 17,299 | $2,416k | Jun 30, 2019 | Aug 5, 2019 | |
Shepherd Financial Partners LLC | 17,231 | $2,406k | Jun 30, 2019 | Aug 5, 2019 | |
Oliver Luxxe Assets LLC | 16,852 | $2,376k | Jun 30, 2019 | Jul 10, 2019 | |
Court Place Advisors LLC | 16,795 | $2,345k | Jun 30, 2019 | Jul 30, 2019 | |
Choate Investment Advisors LLC | 16,494 | $2,303k | Jun 30, 2019 | Aug 14, 2019 | |
Auxier Asset Management LLC | 16,489 | $2,302k | Jun 30, 2019 | Aug 15, 2019 | |
Biltmore Family Office LLC | 16,423 | $2,293k | Jun 30, 2019 | Jul 31, 2019 | |
Harbour Capital Advisors LLC | 16,384 | $2,288k | Jun 30, 2019 | Jul 10, 2019 | |
Conservest Capital Advisors Inc | 16,379 | $2,287k | Jun 30, 2019 | Jul 10, 2019 | |
Mitchell Capital Management Co | 16,356 | $2,284k | Jun 30, 2019 | Jul 24, 2019 | |
Ativo Capital Management LLC | 16,194 | $2,261k | Jun 30, 2019 | Aug 14, 2019 | |
New Potomac Partners LLC | 16,195 | $2,261k | Jun 30, 2019 | Jul 26, 2019 | |
AULL & Monroe Investment Management Corp | 16,180 | $2,260k | Jun 30, 2019 | Jul 29, 2019 | |
F3Logic LLC | 16,155 | $2,259k | Jun 30, 2019 | Aug 2, 2019 | |
Altman Advisors Inc | 16,111 | $2,250k | Jun 30, 2019 | Jul 12, 2019 | |
Krueger & Catalano Capital Partners LLC | 16,020 | $2,237k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Advisors LLC | 16,009 | $2,235k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors LLC | 16,009 | $2,235k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment Advisors Inc | 16,009 | $2,235k | Jun 30, 2019 | Jul 22, 2019 | |
SOL Capital Management Co | 15,464 | $2,159k | Jun 30, 2019 | Jul 17, 2019 | |
Hamel Associates Inc | 15,332 | $2,141k | Jun 30, 2019 | Aug 5, 2019 | |
ST Johns Investment Management Company LLC | 15,161 | $2,117k | Jun 30, 2019 | Jul 24, 2019 | |
Birch Hill Investment Advisors LLC | 15,130 | $2,113k | Jun 30, 2019 | Jul 22, 2019 | |
Hall Capital Management Company Inc | 15,000 | $2,095k | Jun 30, 2019 | Aug 14, 2019 | |
Arjuna Capital LLC | 14,976 | $2,091k | Jun 30, 2019 | Aug 21, 2019 | |
Motley FOOL Wealth Management LLC | 14,935 | $2,086k | Jun 30, 2019 | Aug 14, 2019 | |
Johanson Financial Advisors Inc | 14,893 | $2,083k | Jun 30, 2019 | Jul 29, 2019 | |
BECK MACK & Oliver LLC | 14,866 | $2,076k | Jun 30, 2019 | Aug 13, 2019 | |
BTC Capital Management Inc | 14,819 | $2,070k | Jun 30, 2019 | Jul 26, 2019 | |
Waverton Investment Management Limited | 14,650 | $2,046k | Jun 30, 2019 | Jul 17, 2019 | |
Bigelow Investment Advisors LLC | 14,654 | $2,046k | Jun 30, 2019 | Jul 17, 2019 | |
GM Advisory Group Inc | 14,628 | $2,043k | Jun 30, 2019 | Aug 9, 2019 | |
Somerset Group LLC | 14,525 | $2,028k | Jun 30, 2019 | Aug 12, 2019 | |
HGI Capital Management LLC | 14,500 | $2,025k | Jun 30, 2019 | Jul 26, 2019 | |
Murphy Middleton Hinkle & Parker Inc | 14,433 | $2,015k | Jun 30, 2019 | Jul 15, 2019 | |
Sovarnum Capital LP | 14,023 | $1,958k | Jun 30, 2019 | Aug 14, 2019 | |
MD SASS Investors Services Inc | 14,000 | $1,955k | Jun 30, 2019 | Aug 13, 2019 | |
RDL Financial Inc | 13,996 | $1,954k | Jun 30, 2019 | Jul 17, 2019 | |
Altfest L J & Co Inc | 13,978 | $1,952k | Jun 30, 2019 | Jul 15, 2019 | |
Northpointe Capital LLC | 13,487 | $1,883k | Jun 30, 2019 | Jul 26, 2019 | |
Stewart & Patten Co LLC | 13,363 | $1,866k | Jun 30, 2019 | Jul 17, 2019 | |
Cypress Capital Management LLC | 13,316 | $1,859k | Jun 30, 2019 | Aug 5, 2019 | |
Marshwinds Advisory Company | 16,774 | $1,839k | Dec 31, 2018 | Jan 7, 2019 | |
Mckinley Carter Wealth Services Inc | 13,152 | $1,837k | Jun 30, 2019 | Aug 2, 2019 | |
Transamerica Financial Advisors Inc | 13,030 | $1,820k | Jun 30, 2019 | Aug 21, 2019 | |
Kingfisher Capital LLC | 12,464 | $1,740k | Jun 30, 2019 | Aug 14, 2019 | |
Blue CHIP Wealth Management Inc | 12,444 | $1,738k | Jun 30, 2019 | Aug 13, 2019 | |
Tuttle Tactical Management LLC | 12,312 | $1,719k | Jun 30, 2019 | Jul 29, 2019 | |
Kiley Juergens Wealth Management LLC | 12,151 | $1,696k | Jun 30, 2019 | Jul 11, 2019 | |
Monarch Capital Management Inc | 12,101 | $1,690k | Jun 30, 2019 | Jul 31, 2019 | |
Westbourne Investment Advisors Inc | 11,865 | $1,657k | Jun 30, 2019 | Jul 22, 2019 | |
New England Asset Management Inc | 11,801 | $1,648k | Jun 30, 2019 | Aug 14, 2019 | |
Ausdal Financial Partners Inc | 11,138 | $1,614k | Jun 30, 2019 | Aug 5, 2019 | |
Blackhawk Capital Partners LLC | 11,415 | $1,594k | Jun 30, 2019 | Aug 13, 2019 | |
BSW Wealth Partners LLC | 11,384 | $1,590k | Jun 30, 2019 | Aug 13, 2019 | |
West Branch Capital LLC | 11,371 | $1,588k | Jun 30, 2019 | Aug 5, 2019 | |
Cornerstone Advisory LLC | 11,370 | $1,588k | Jun 30, 2019 | Aug 8, 2019 | |
Marathon Trading Investment Management LLC | 11,375 | $1,588k | Jun 30, 2019 | Aug 14, 2019 | |
Drexel Morgan & Co | 11,309 | $1,579k | Jun 30, 2019 | Aug 8, 2019 | |
Brookmont Capital Management LLC | 11,290 | $1,577k | Jun 30, 2019 | Jul 18, 2019 | |
Aristotle Atlantic Partners LLC | 11,019 | $1,539k | Jun 30, 2019 | Aug 13, 2019 | |
Shamrock Asset Management LLC | 10,978 | $1,533k | Jun 30, 2019 | Aug 9, 2019 | |
Delphi Management Inc | 10,969 | $1,532k | Jun 30, 2019 | Aug 20, 2019 | |
White Pine Capital LLC | 10,936 | $1,527k | Jun 30, 2019 | Aug 14, 2019 | |
Beach Investment Management LLC | 10,890 | $1,521k | Jun 30, 2019 | Jul 17, 2019 | |
Lourd Capital LLC | 10,709 | $1,496k | Jun 30, 2019 | Jul 11, 2019 | |
LBMC Investment Advisors LLC | 10,669 | $1,490k | Jun 30, 2019 | Jul 18, 2019 | |
Oak Asset Management LLC | 10,456 | $1,473k | Jun 30, 2019 | Jul 25, 2019 | |
Stanley-Laman Group Ltd | 10,468 | $1,462k | Jun 30, 2019 | Aug 1, 2019 | |
Intersect Capital LLC | 10,472 | $1,462k | Jun 30, 2019 | Aug 9, 2019 | |
Wellesley Investment Partners LLC | 10,381 | $1,449k | Jun 30, 2019 | Aug 5, 2019 | |
Perkins Investment Management LLC | 12,675 | $1,437k | Mar 31, 2017 | May 15, 2017 | |
Bramshill Investments LLC | 10,096 | $1,410k | Jun 30, 2019 | Aug 14, 2019 | |
Caxton Associates LP | 10,000 | $1,396k | Jun 30, 2019 | Aug 14, 2019 | |
Berkeley Capital Partners LLC | 9,954 | $1,390k | Jun 30, 2019 | Aug 8, 2019 | |
Meristem Family Wealth LLC | 9,849 | $1,375k | Jun 30, 2019 | Aug 6, 2019 | |
Abner Herrman & Brock LLC | 9,737 | $1,360k | Jun 30, 2019 | Jul 19, 2019 | |
Spectrum Management Group Inc | 9,632 | $1,345k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 9,632 | $1,345k | Jun 30, 2019 | Aug 2, 2019 | |
Rossmore Private Capital LLC | 9,530 | $1,331k | Jun 30, 2019 | Aug 5, 2019 | |
Camelot Portfolios LLC | 9,490 | $1,325k | Jun 30, 2019 | Jul 19, 2019 | |
Bowling Portfolio Management LLC | 9,441 | $1,318k | Jun 30, 2019 | Jul 25, 2019 | |
Schulhoff & Co Inc | 9,398 | $1,312k | Jun 30, 2019 | Aug 7, 2019 | |
Wescap Management Group Inc | 9,379 | $1,309k | Jun 30, 2019 | Aug 6, 2019 | |
Aureus Asset Management LLC | 9,345 | $1,305k | Jun 30, 2019 | Aug 14, 2019 | |
Sicart Associates LLC | 9,346 | $1,305k | Jun 30, 2019 | Jul 23, 2019 | |
Accredited Investors Inc | 9,273 | $1,295k | Jun 30, 2019 | Aug 13, 2019 | |
Sippican Capital Advisors LLC | 9,202 | $1,285k | Jun 30, 2019 | Jul 17, 2019 | |
Summit X | 9,138 | $1,283k | Jun 30, 2019 | Aug 13, 2019 | |
Bienville Capital Management LLC | 9,176 | $1,281k | Jun 30, 2019 | Aug 14, 2019 | |
Vista Investment Management LLC | 9,098 | $1,270k | Jun 30, 2019 | Aug 14, 2019 | |
Vivaldi Capital Management LLC | 9,084 | $1,269k | Jun 30, 2019 | Aug 14, 2019 | |
RFG Advisory LLC | 9,049 | $1,264k | Jun 30, 2019 | Aug 23, 2019 | |
Cottage Street Advisors LLC | 9,044 | $1,263k | Jun 30, 2019 | Aug 2, 2019 | |
Marietta Investment Partners LLC | 9,003 | $1,257k | Jun 30, 2019 | Aug 13, 2019 | |
Private Harbour Investment Management & Counsel LLC | 8,965 | $1,252k | Jun 30, 2019 | Aug 6, 2019 | |
Successful Portfolios LLC | 8,906 | $1,244k | Jun 30, 2019 | Jul 11, 2019 | |
Woodmont Investment Counsel LLC | 8,831 | $1,233k | Jun 30, 2019 | Aug 14, 2019 | |
KMS Financial Services Inc | 13,788 | $1,228k | Sep 30, 2014 | Nov 17, 2014 | |
180 Wealth Advisors LLC | 8,630 | $1,224k | Jun 30, 2019 | Aug 5, 2019 | |
Gyroscope Capital Management Group LLC | 8,572 | $1,221k | Jun 30, 2019 | Jul 11, 2019 | |
Cidel Asset Management Inc | 8,742 | $1,221k | Jun 30, 2019 | Aug 12, 2019 | |
Horizon Investment Services LLC | 8,738 | $1,220k | Jun 30, 2019 | Aug 13, 2019 | |
Horizon Financial Services LLC | 8,738 | $1,220k | Jun 30, 2019 | Aug 13, 2019 | |
LLBH Private Wealth Management LLC | 8,732 | $1,219k | Jun 30, 2019 | Aug 13, 2019 | |
Jaffetilchin Investment Partners LLC | 8,535 | $1,192k | Jun 30, 2019 | Aug 13, 2019 | |
Campbell Newman Asset Management Inc | 8,400 | $1,173k | Jun 30, 2019 | Jul 24, 2019 | |
Geneva Capital Management LLC | 13,089 | $1,165k | Sep 30, 2014 | Nov 14, 2014 | |
New England Private Wealth Advisors LLC | 8,325 | $1,164k | Jun 30, 2019 | Aug 8, 2019 | |
Acropolis Investment Management LLC | 8,326 | $1,163k | Jun 30, 2019 | Jul 11, 2019 | |
Calton & Associates Inc | 8,268 | $1,155k | Jun 30, 2019 | Jul 9, 2019 | |
Lucia Wealth Services LLC | 8,221 | $1,148k | Jun 30, 2019 | Jul 23, 2019 | |
Wealthtrust Axiom LLC | 8,180 | $1,142k | Jun 30, 2019 | Aug 7, 2019 | |
First Pacific Advisors LP | 8,092 | $1,130k | Jun 30, 2019 | Aug 14, 2019 | |
Chatham Capital Group Inc | 8,084 | $1,129k | Jun 30, 2019 | Jul 24, 2019 | |
Benedict Financial Advisors Inc | 8,042 | $1,123k | Jun 30, 2019 | Aug 1, 2019 | |
S R Schill & Associates Inc | 7,914 | $1,105k | Jun 30, 2019 | Aug 19, 2019 | |
Clear Perspective Advisors LLC | 7,906 | $1,104k | Jun 30, 2019 | Aug 12, 2019 | |
Bernicke Wealth Management Ltd | 7,884 | $1,101k | Jun 30, 2019 | Aug 5, 2019 | |
Sanders Morris Harris LLC | 7,813 | $1,100k | Jun 30, 2019 | Jul 10, 2019 | |
AFT Forsyth and Company Inc | 7,705 | $1,076k | Jun 30, 2019 | Jul 29, 2019 | |
Wilkins Investment Counsel Inc | 7,700 | $1,075k | Jun 30, 2019 | Aug 9, 2019 | |
B Riley Wealth Management Inc | 7,643 | $1,067k | Jun 30, 2019 | Aug 14, 2019 | |
Excalibur Management Corp | 7,604 | $1,062k | Jun 30, 2019 | Jul 26, 2019 | |
Arnhold LLC | 7,464 | $1,042k | Jun 30, 2019 | Aug 8, 2019 | |
Providence Wealth Advisors LLC | 7,335 | $1,038k | Jun 30, 2019 | Jul 22, 2019 | |
Dumont & Blake Investment Advisors LLC | 7,404 | $1,034k | Jun 30, 2019 | Aug 1, 2019 | |
Acorn Advisory Capital LP | 7,300 | $1,019k | Jun 30, 2019 | Aug 13, 2019 | |
Legacy Capital Partners Inc | 7,291 | $1,018k | Jun 30, 2019 | Jul 16, 2019 | |
Measured Wealth Private Client Group LLC | 7,279 | $1,016k | Jun 30, 2019 | Jul 26, 2019 | |
Quadrant Private Wealth Management LLC | 7,242 | $1,011k | Jun 30, 2019 | Aug 13, 2019 | |
Willow Creek Wealth Management Inc | 7,145 | $998k | Jun 30, 2019 | Jul 22, 2019 | |
Dorchester Wealth Management Company | 7,115 | $994k | Jun 30, 2019 | Jul 19, 2019 | |
BRAY Capital Advisors LLC | 7,072 | $987k | Jun 30, 2019 | Jul 29, 2019 | |
Aries Wealth Management LLC | 6,921 | $986k | Jun 30, 2019 | Jul 15, 2019 | |
Accuvest Global Advisors | 7,005 | $978k | Jun 30, 2019 | Jul 17, 2019 | |
Fernwood Investment Management LLC | 6,918 | $966k | Jun 30, 2019 | Aug 1, 2019 | |
Cullen Capital Management LLC | 6,900 | $964k | Jun 30, 2019 | Jul 30, 2019 | |
LVW Advisors LLC | 6,882 | $961k | Jun 30, 2019 | Aug 14, 2019 | |
Zevenbergen Capital Investments LLC | 6,865 | $959k | Jun 30, 2019 | Aug 13, 2019 | |
Wright Investors Service Inc | 6,850 | $957k | Jun 30, 2019 | Aug 1, 2019 | |
Southeast Asset Advisors Inc | 6,826 | $953k | Jun 30, 2019 | Aug 14, 2019 | |
E & G Advisors LP | 6,800 | $950k | Jun 30, 2019 | Jul 12, 2019 | |
Blue FIN Capital Inc | 6,789 | $948k | Jun 30, 2019 | Jul 22, 2019 | |
Mission Wealth Management LP | 6,778 | $946k | Jun 30, 2019 | Aug 9, 2019 | |
The Mathes Company Inc | 6,650 | $929k | Jun 30, 2019 | Jul 29, 2019 | |
Lakeview Capital Partners LLC | 6,571 | $918k | Jun 30, 2019 | Aug 5, 2019 | |
Monte Financial Group LLC | 6,554 | $915k | Jun 30, 2019 | Aug 7, 2019 | |
Chickasaw Capital Management LLC | 6,525 | $911k | Jun 30, 2019 | Jul 15, 2019 | |
Gradient Capital Advisors LLC | 6,501 | $908k | Jun 30, 2019 | Jul 16, 2019 | |
Castle Rock Wealth Management LLC | 6,418 | $903k | Jun 30, 2019 | Aug 8, 2019 | |
The Roosevelt Investment Group Inc | 6,455 | $901k | Jun 30, 2019 | Aug 8, 2019 | |
Clark Capital Management Group Inc | 6,419 | $896k | Jun 30, 2019 | Jul 12, 2019 | |
ZWJ Investment Counsel Inc | 6,396 | $893k | Jun 30, 2019 | Jul 24, 2019 | |
Parthenon LLC | 6,344 | $886k | Jun 30, 2019 | Jul 29, 2019 | |
Canal Capital Management LLC | 6,118 | $854k | Jun 30, 2019 | Jul 31, 2019 | |
Ballast Inc | 6,115 | $853k | Jun 30, 2019 | Jul 26, 2019 | |
Poehling Capital Management Inc | 6,053 | $845k | Jun 30, 2019 | Aug 9, 2019 | |
Dedora Capital Inc | 5,996 | $837k | Jun 30, 2019 | Aug 8, 2019 | |
New England Investment & Retirement Group Inc | 5,962 | $833k | Jun 30, 2019 | Jul 31, 2019 | |
East Coast Asset Management LLC | 5,965 | $833k | Jun 30, 2019 | Aug 14, 2019 | |
Jackson Grant Investment Advisers Inc | 5,877 | $821k | Jun 30, 2019 | Aug 13, 2019 | |
Wealthplan Partners Inc | 5,976 | $819k | Jun 30, 2019 | Aug 19, 2019 | |
Buckley Wealth Management LLC | 5,773 | $806k | Jun 30, 2019 | Jul 19, 2019 | |
Kelman Lazarov Inc | 5,699 | $796k | Jun 30, 2019 | Jul 22, 2019 | |
Harvey Investment Company LLC | 5,664 | $791k | Jun 30, 2019 | Jul 16, 2019 | |
Anchor Capital Advisors LLC | 5,642 | $788k | Jun 30, 2019 | Aug 1, 2019 | |
Chelsea Counsel Company | 7,467 | $783k | Jun 30, 2018 | Oct 3, 2018 | |
Guardian Capital Advisors LP | 5,445 | $778k | Jun 30, 2019 | Aug 14, 2019 | |
Harvest Capital Management Inc | 5,548 | $774k | Jun 30, 2019 | Aug 7, 2019 | |
Signature Financial Management Inc | 6,961 | $763k | Dec 31, 2018 | Feb 13, 2019 | |
Foster Dykema Cabot & Co Incorporated | 5,428 | $758k | Jun 30, 2019 | Aug 6, 2019 | |
Bingham Osborn & Scarborough LLC | 5,431 | $758k | Jun 30, 2019 | Aug 2, 2019 | |
ODEY Asset Management LLP | 5,425 | $758k | Jun 30, 2019 | Aug 14, 2019 | |
FORT PITT Capital Group LLC | 5,412 | $756k | Jun 30, 2019 | Aug 9, 2019 | |
Zuckerman Investment Group LLC | 5,409 | $755k | Jun 30, 2019 | Aug 14, 2019 | |
Birinyi Associates Inc | 5,393 | $753k | Jun 30, 2019 | Aug 5, 2019 | |
CAMG Solamere Management LLC | 5,363 | $748k | Jun 30, 2019 | Aug 13, 2019 | |
Cookson Peirce & Co Inc | 5,341 | $746k | Jun 30, 2019 | Jul 31, 2019 | |
Edgestream Partners LP | 5,328 | $744k | Jun 30, 2019 | Aug 8, 2019 | |
Neumann Capital Management LLC | 5,314 | $742k | Jun 30, 2019 | Jul 25, 2019 | |
Evermay Wealth Management LLC | 5,279 | $737k | Jun 30, 2019 | Jul 23, 2019 | |
MARK Sheptoff Financial Planning LLC | 5,221 | $729k | Jun 30, 2019 | Aug 12, 2019 | |
Cornell Pochily Investment Advisors Inc | 5,207 | $727k | Jun 30, 2019 | Jul 22, 2019 | |
West Chester Capital Advisors Inc | 5,199 | $726k | Jun 30, 2019 | Jul 30, 2019 | |
Windsor Capital Management LLC | 5,188 | $724k | Jun 30, 2019 | Aug 2, 2019 | |
Premier Asset Management LLC | 5,172 | $722k | Jun 30, 2019 | Aug 7, 2019 | |
DF DENT and Company Inc | 5,107 | $713k | Jun 30, 2019 | Aug 15, 2019 | |
Plancorp LLC | 4,996 | $698k | Jun 30, 2019 | Aug 13, 2019 | |
Skylands Capital LLC | 5,000 | $698k | Jun 30, 2019 | Jul 29, 2019 | |
The Fiduciary Group LLC | 4,976 | $695k | Jun 30, 2019 | Aug 14, 2019 | |
Bridgeworth LLC | 4,970 | $694k | Jun 30, 2019 | Jul 25, 2019 | |
Independence Advisors LLC | 4,946 | $691k | Jun 30, 2019 | Aug 12, 2019 | |
Independence Financial Advisors LLC | 4,946 | $691k | Jun 30, 2019 | Aug 12, 2019 | |
West Oak Capital LLC | 4,910 | $686k | Jun 30, 2019 | Jul 12, 2019 | |
American Financial Network Advisory Services LLC | 4,891 | $681k | Jun 30, 2019 | Aug 9, 2019 | |
Wheatland Advisors Inc | 4,860 | $679k | Jun 30, 2019 | Aug 7, 2019 | |
The Pacific Center FOR Financial Services | 4,837 | $675k | Jun 30, 2019 | Aug 15, 2019 | |
Guardian Capital LP | 4,829 | $674k | Jun 30, 2019 | Aug 14, 2019 | |
Tiemann Investment Advisors LLC | 4,819 | $673k | Jun 30, 2019 | Aug 13, 2019 | |
Beech Hill Advisors Inc | 4,799 | $670k | Jun 30, 2019 | Jul 15, 2019 | |
Secrest Blakey & Associates LLC | 4,792 | $669k | Jun 30, 2019 | Aug 13, 2019 | |
Apriem Advisors | 4,780 | $667k | Jun 30, 2019 | Aug 14, 2019 | |
Clear Harbor Asset Management LLC | 4,768 | $666k | Jun 30, 2019 | Jul 22, 2019 | |
Valmark Advisers Inc | 4,759 | $664k | Jun 30, 2019 | Aug 7, 2019 | |
Oarsman Capital Inc | 4,751 | $663k | Jun 30, 2019 | Aug 13, 2019 | |
South Street Advisors LLC | 4,710 | $658k | Jun 30, 2019 | Jul 22, 2019 | |
PURE Financial Advisors Inc | 4,675 | $653k | Jun 30, 2019 | Jul 11, 2019 | |
Main Street Research LLC | 4,573 | $639k | Jun 30, 2019 | Aug 8, 2019 | |
Convergence Investment Partners LLC | 4,567 | $638k | Jun 30, 2019 | Jul 23, 2019 | |
Northrock Partners LLC | 4,526 | $632k | Jun 30, 2019 | Aug 12, 2019 | |
Lejeune Puetz Investment Counsel | 4,486 | $626k | Jun 30, 2019 | Jul 29, 2019 | |
Sterling Global Strategies LLC | 5,634 | $626k | Mar 31, 2019 | May 15, 2019 | |
Lyons Wealth Management LLC | 4,412 | $616k | Jun 30, 2019 | Aug 13, 2019 | |
Gardner Russo & Gardner LLC | 4,383 | $612k | Jun 30, 2019 | Aug 13, 2019 | |
Acorn Wealth Advisors LLC | 4,395 | $603k | Jun 30, 2019 | Aug 14, 2019 | |
Seizert Capital Partners LLC | 4,294 | $600k | Jun 30, 2019 | Aug 6, 2019 | |
TLWM LLC | 4,291 | $598k | Jun 30, 2019 | Jul 12, 2019 | |
Grace Capital | 4,266 | $596k | Jun 30, 2019 | Aug 14, 2019 | |
LGL Partners LLC | 4,270 | $596k | Jun 30, 2019 | Aug 14, 2019 | |
Larson Financial Group LLC | 4,243 | $592k | Jun 30, 2019 | Jul 16, 2019 | |
Barber Financial Group | 4,199 | $586k | Jun 30, 2019 | Aug 9, 2019 | |
Gilman Hill Asset Management LLC | 4,177 | $583k | Jun 30, 2019 | Jul 17, 2019 | |
Heritage Investment Group Inc | 4,123 | $576k | Jun 30, 2019 | Aug 13, 2019 | |
Heritage Financial LLC | 4,123 | $576k | Jun 30, 2019 | Aug 13, 2019 | |
UNIO Capital LLC | 4,100 | $573k | Jun 30, 2019 | Aug 14, 2019 | |
Northstar Wealth Partners LLC | 4,063 | $567k | Jun 30, 2019 | Aug 15, 2019 | |
Montag & Caldwell LLC | 4,050 | $566k | Jun 30, 2019 | Aug 1, 2019 | |
WP Advisors LLC | 4,048 | $565k | Jun 30, 2019 | Jul 23, 2019 | |
Copperwynd Financial LLC | 4,013 | $560k | Jun 30, 2019 | Aug 7, 2019 | |
Viking Fund Management LLC | 4,000 | $559k | Jun 30, 2019 | Jul 16, 2019 | |
Solstein Capital LLC | 4,000 | $559k | Jun 30, 2019 | Aug 12, 2019 | |
Probity Advisors Inc | 3,975 | $555k | Jun 30, 2019 | Aug 8, 2019 | |
Family Legacy Inc | 3,932 | $549k | Jun 30, 2019 | Jul 25, 2019 | |
DAVY Asset Management Limited | 3,888 | $543k | Jun 30, 2019 | Jul 19, 2019 | |
The Family FIRM Inc | 3,865 | $540k | Jun 30, 2019 | Aug 6, 2019 | |
Doliver Capital Advisors LP | 3,858 | $539k | Jun 30, 2019 | Jul 25, 2019 | |
Lehman Financial Resources Inc | 4,610 | $539k | Sep 30, 2018 | Nov 14, 2018 | |
Venturi Wealth Management LLC | 3,855 | $538k | Jun 30, 2019 | Aug 7, 2019 | |
Sigma Investment Counselors Inc | 3,838 | $536k | Jun 30, 2019 | Jul 23, 2019 | |
Keeley-Teton Advisors LLC | 3,835 | $535k | Jun 30, 2019 | Aug 12, 2019 | |
Trillium Asset Management LLC | 3,826 | $534k | Jun 30, 2019 | Aug 8, 2019 | |
First Heartland Consultants Inc | 3,759 | $525k | Jun 30, 2019 | Aug 12, 2019 | |
Biegel & Waller LLC | 3,752 | $524k | Jun 30, 2019 | Jul 23, 2019 | |
Youngs Advisory Group Inc | 3,730 | $521k | Jun 30, 2019 | Jul 16, 2019 | |
Private Vista LLC | 3,695 | $516k | Jun 30, 2019 | Jul 19, 2019 | |
Peninsula Asset Management Inc | 3,680 | $514k | Jun 30, 2019 | Aug 15, 2019 | |
Segment Wealth Management LLC | 3,676 | $513k | Jun 30, 2019 | Jul 29, 2019 | |
Quantum Capital Management LLC | 3,650 | $510k | Jun 30, 2019 | Aug 14, 2019 | |
ORCA Investment Management LLC | 3,651 | $510k | Jun 30, 2019 | Jul 17, 2019 | |
Affiance Financial LLC | 3,618 | $505k | Jun 30, 2019 | Jul 11, 2019 | |
Mountain Capital Investment Advisors Inc | 3,683 | $505k | Jun 30, 2019 | Aug 14, 2019 | |
Evanson Asset Management LLC | 3,572 | $499k | Jun 30, 2019 | Jul 11, 2019 | |
Albert D Mason Inc | 3,535 | $494k | Jun 30, 2019 | Jul 30, 2019 | |
Huber Financial Advisors LLC | 3,520 | $492k | Jun 30, 2019 | Aug 5, 2019 | |
Spears Abacus Advisors LLC | 3,499 | $489k | Jun 30, 2019 | Aug 9, 2019 | |
Modera Wealth Management LLC | 3,461 | $483k | Jun 30, 2019 | Aug 7, 2019 | |
Highland Private Wealth Management | 3,386 | $473k | Jun 30, 2019 | Aug 13, 2019 | |
KCS Wealth Advisory LLC | 3,378 | $472k | Jun 30, 2019 | Jul 29, 2019 | |
Steigerwald Gordon & KOCH Inc | 3,373 | $471k | Jun 30, 2019 | Jul 15, 2019 | |
BFSG LLC | 3,356 | $469k | Jun 30, 2019 | Jul 30, 2019 | |
Wealth Advisors of Tampa BAY LLC | 3,322 | $464k | Jun 30, 2019 | Jul 23, 2019 | |
Cipher Capital LP | 3,307 | $462k | Jun 30, 2019 | Aug 13, 2019 | |
Hartwell J M Ltd Partnership | 3,271 | $457k | Jun 30, 2019 | Jul 31, 2019 | |
Global Endowment Management LP | 3,250 | $454k | Jun 30, 2019 | Aug 12, 2019 | |
Alphastar Capital Management LLC | 3,242 | $453k | Jun 30, 2019 | Aug 14, 2019 | |
IRON Financial LLC | 4,044 | $449k | Jun 30, 2019 | Aug 2, 2019 | |
SPC Financial Inc | 3,178 | $444k | Jun 30, 2019 | Aug 1, 2019 | |
Paragon Wealth Strategies LLC | 3,161 | $441k | Jun 30, 2019 | Jul 17, 2019 | |
Founders Financial Securities LLC | 3,066 | $428k | Jun 30, 2019 | Jul 22, 2019 | |
Mcrae Capital Management Inc | 3,045 | $425k | Jun 30, 2019 | Jul 29, 2019 | |
COHO Partners Ltd | 3,029 | $423k | Jun 30, 2019 | Aug 8, 2019 | |
Gillespie Robinson & Grimm Inc | 3,006 | $420k | Jun 30, 2019 | Jul 22, 2019 | |
Crescent Grove Advisors LLC | 3,010 | $420k | Jun 30, 2019 | Aug 6, 2019 | |
Gabelli & Company Investment Advisers Inc | 3,000 | $419k | Jun 30, 2019 | Aug 2, 2019 | |
WSFS Capital Management LLC | 3,003 | $419k | Jun 30, 2019 | Aug 14, 2019 | |
Confluence Wealth Management LLC | 2,994 | $418k | Jun 30, 2019 | Aug 9, 2019 | |
Mcguire Investment Group LLC | 2,983 | $417k | Jun 30, 2019 | Jul 25, 2019 | |
Summit Financial Wealth Advisors LLC | 2,969 | $415k | Jun 30, 2019 | Jul 16, 2019 | |
Summit Wealth Advisors Inc | 2,969 | $415k | Jun 30, 2019 | Jul 16, 2019 | |
Annex Advisory Services LLC | 2,962 | $413k | Jun 30, 2019 | Jul 18, 2019 | |
Cahaba Wealth Management Inc | 2,949 | $411k | Jun 30, 2019 | Jul 31, 2019 | |
Strategic Financial Group LLC | 2,912 | $407k | Jun 30, 2019 | Jul 29, 2019 | |
Strategic International Limited | 2,912 | $407k | Jun 30, 2019 | Jul 29, 2019 | |
HM Capital Management LLC | 2,877 | $402k | Jun 30, 2019 | Jul 24, 2019 | |
Sonata Capital Group Inc | 2,857 | $399k | Jun 30, 2019 | Aug 5, 2019 | |
Northwest Wealth Management LLC | 2,858 | $399k | Jun 30, 2019 | Jul 23, 2019 | |
Security Asset Management Inc | 2,848 | $398k | Jun 30, 2019 | Aug 6, 2019 | |
Augustine Asset Management Inc | 2,788 | $389k | Jun 30, 2019 | Aug 5, 2019 | |
Greatmark Investment Partners Inc | 2,751 | $384k | Jun 30, 2019 | Aug 5, 2019 | |
Stony Point Wealth Management Inc | 2,688 | $383k | Jun 30, 2019 | Jul 23, 2019 | |
River ROAD Asset Management LLC | 2,722 | $380k | Jun 30, 2019 | Aug 12, 2019 | |
Wiley Bros-Aintree Capital LLC | 2,712 | $379k | Jun 30, 2019 | Jul 10, 2019 | |
IMS Capital Management Inc | 2,689 | $376k | Jun 30, 2019 | Aug 14, 2019 | |
Dividend Assets Capital LLC | 2,635 | $368k | Jun 30, 2019 | Jul 12, 2019 | |
Peavine Capital LLC | 2,605 | $364k | Jun 30, 2019 | Jul 24, 2019 | |
Edgewood Management LLC | 2,600 | $363k | Jun 30, 2019 | Aug 12, 2019 | |
REDW Stanley Financial Advisors LLC | 2,602 | $363k | Jun 30, 2019 | Aug 9, 2019 | |
Hanseatic Management Services Inc | 2,593 | $362k | Jun 30, 2019 | Jul 19, 2019 | |
Round Table Services LLC | 2,561 | $358k | Jun 30, 2019 | Jul 17, 2019 | |
Oak Ridge Investments LLC | 2,532 | $354k | Jun 30, 2019 | Aug 14, 2019 | |
Huntington Steele LLC | 3,499 | $351k | Mar 31, 2018 | Apr 18, 2018 | |
Vigilant Capital Management LLC | 2,485 | $347k | Jun 30, 2019 | Jul 18, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 2,470 | $345k | Jun 30, 2019 | Aug 13, 2019 | |
Lexaurum Advisors LLC | 2,472 | $345k | Jun 30, 2019 | Jul 19, 2019 | |
Alesco Advisors LLC | 2,405 | $336k | Jun 30, 2019 | Aug 14, 2019 | |
Nottingham Advisors Inc | 2,370 | $331k | Jun 30, 2019 | Jul 17, 2019 | |
Vontobel Swiss Wealth Advisors AG | 2,311 | $323k | Jun 30, 2019 | Aug 12, 2019 | |
LESA Sroufe & Company Inc | 2,306 | $322k | Jun 30, 2019 | Jul 29, 2019 | |
Riverpoint Wealth Management Holdings LLC | 2,267 | $317k | Jun 30, 2019 | Aug 12, 2019 | |
Sunbelt Securities Inc | 2,255 | $315k | Jun 30, 2019 | Aug 1, 2019 | |
Valicenti Advisory Services Inc | 2,234 | $312k | Jun 30, 2019 | Jul 17, 2019 | |
Signet Financial Management LLC | 2,142 | $310k | Jun 30, 2019 | Aug 13, 2019 | |
GFS Advisors LLC | 2,207 | $308k | Jun 30, 2019 | Aug 1, 2019 | |
Portland Global Advisors LLC | 2,174 | $304k | Jun 30, 2019 | Jul 26, 2019 | |
PFG Advisors LLC | 2,079 | $301k | Jun 30, 2019 | Aug 5, 2019 | |
SKBA Capital Management LLC | 2,150 | $300k | Jun 30, 2019 | Aug 12, 2019 | |
Meridian Investment Counsel Inc | 2,138 | $299k | Jun 30, 2019 | Aug 13, 2019 | |
American Investment Services Inc | 2,130 | $297k | Jun 30, 2019 | Aug 6, 2019 | |
The O'Dell Group LLC | 2,127 | $297k | Jun 30, 2019 | Jul 24, 2019 | |
DAY & Ennis LLC | 2,123 | $296k | Jun 30, 2019 | Aug 2, 2019 | |
Alphaone Investment Services LLC | 38,800 | $296k | Put | Jun 30, 2019 | Aug 13, 2019 |
Shikiar Asset Management Inc | 2,103 | $294k | Jun 30, 2019 | Jul 25, 2019 | |
Summit Financial Strategies Inc | 2,074 | $290k | Jun 30, 2019 | Aug 8, 2019 | |
Planning Directions Inc | 2,040 | $285k | Jun 30, 2019 | Jul 15, 2019 | |
Klingman and Associates LLC | 2,035 | $284k | Jun 30, 2019 | Jul 24, 2019 | |
Hamilton Point Investment Advisors LLC | 1,992 | $278k | Jun 30, 2019 | Jul 18, 2019 | |
Partners Capital Investment Group LLP | 1,978 | $276k | Jun 30, 2019 | Aug 12, 2019 | |
Nikulski Financial Inc | 1,900 | $271k | Jun 30, 2019 | Jul 22, 2019 | |
Pagnatokarp Partners LLC | 1,931 | $270k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Investment Advisors LLC | 1,915 | $267k | Jun 30, 2019 | Jul 17, 2019 | |
Northstar Financial Advisors LLC | 1,915 | $267k | Jun 30, 2019 | Jul 17, 2019 | |
Stearns Financial Services Group Inc | 1,908 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
Cooper/Haims Advisors LLC | 1,899 | $265k | Jun 30, 2019 | Jul 26, 2019 | |
Woodley Farra Manion Portfolio Management Inc | 1,885 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
Marathon Capital Management LLC | 1,876 | $261k | Jun 30, 2019 | Jul 25, 2019 | |
Diversified Portfolios Inc | 1,842 | $257k | Jun 30, 2019 | Aug 13, 2019 | |
Fenimore Asset Management Inc | 1,838 | $257k | Jun 30, 2019 | Jul 16, 2019 | |
Stewardship Financial Advisors LLC | 1,833 | $256k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 1,833 | $256k | Jun 30, 2019 | Aug 12, 2019 | |
FORT Point Capital Partners LLC | 1,822 | $254k | Jun 30, 2019 | Aug 9, 2019 | |
Connecticut Wealth Management LLC | 1,816 | $254k | Jun 30, 2019 | Jul 29, 2019 | |
Minichmacgregor Wealth Management LLC | 1,761 | $249k | Jun 30, 2019 | Aug 5, 2019 | |
Terril Brothers Inc | 1,776 | $248k | Jun 30, 2019 | Aug 5, 2019 | |
DEAN Capital Investments Management LLC | 1,776 | $248k | Jun 30, 2019 | Aug 12, 2019 | |
Carderock Capital Management Inc | 1,771 | $247k | Jun 30, 2019 | Jul 15, 2019 | |
Inspirion Wealth Advisors LLC | 1,753 | $245k | Jun 30, 2019 | Jul 15, 2019 | |
FORD Financial Group Inc | 1,751 | $244k | Jun 30, 2019 | Jul 25, 2019 | |
Schwerin Boyle Capital Management Inc | 1,730 | $242k | Jun 30, 2019 | Aug 13, 2019 | |
KOPP Investment Advisors LLC | 1,725 | $241k | Jun 30, 2019 | Aug 14, 2019 | |
Mcadam LLC | 1,722 | $241k | Jun 30, 2019 | Jul 30, 2019 | |
Strid Group LLC | 1,721 | $240k | Jun 30, 2019 | Aug 2, 2019 | |
Fairview Capital Investment Management LLC | 1,717 | $239k | Jun 30, 2019 | Aug 14, 2019 | |
Crossvault Capital Management LLC | 1,700 | $237k | Jun 30, 2019 | Jul 19, 2019 | |
Armbruster Capital Management Inc | 1,679 | $234k | Jun 30, 2019 | Jul 18, 2019 | |
Osterweis Capital Management Inc | 1,661 | $232k | Jun 30, 2019 | Aug 14, 2019 | |
Osterweis Capital Management LLC | 1,661 | $232k | Jun 30, 2019 | Aug 14, 2019 | |
Lenox Wealth Advisors LLC | 1,654 | $231k | Jun 30, 2019 | Jul 12, 2019 | |
Schwartz Investment Counsel Inc | 1,650 | $230k | Jun 30, 2019 | Jul 24, 2019 | |
Parkside Advisors LLC | 1,646 | $230k | Jun 30, 2019 | Jul 10, 2019 | |
SFMG LLC | 1,581 | $229k | Jun 30, 2019 | Aug 5, 2019 | |
STA Wealth Management LLC | 1,628 | $227k | Jun 30, 2019 | Aug 14, 2019 | |
Lifeplan Financial Group Inc | 1,595 | $223k | Jun 30, 2019 | Jul 15, 2019 | |
ALL Terrain Financial Advisors LLC | 1,595 | $223k | Jun 30, 2019 | Aug 14, 2019 | |
Newport Wealth Strategies Inc | 1,542 | $220k | Jun 30, 2019 | Jul 22, 2019 | |
Cfo4Life Group LLC | 1,573 | $220k | Jun 30, 2019 | Jul 29, 2019 | |
Shakespeare Wealth Management Inc | 1,501 | $210k | Jun 30, 2019 | Aug 12, 2019 | |
Summit Asset Management LLC | 1,495 | $209k | Jun 30, 2019 | Aug 7, 2019 | |
Prelude Capital Management LLC | 1,500 | $209k | Call | Jun 30, 2019 | Aug 14, 2019 |
Cardan Capital Partners LLC | 1,497 | $209k | Jun 30, 2019 | Jul 16, 2019 | |
HIGH Falls Advisors Inc | 1,484 | $207k | Jun 30, 2019 | Aug 15, 2019 | |
Dragon Financial and Investment Group LLC | 1,772 | $207k | Sep 30, 2018 | Oct 19, 2018 | |
Sitrin Capital Management LLC | 1,467 | $205k | Jun 30, 2019 | Jul 17, 2019 | |
Hallmark Capital Management Inc | 1,454 | $203k | Jun 30, 2019 | Aug 8, 2019 | |
Wealth Alliance Advisory Group LLC | 1,395 | $202k | Jun 30, 2019 | Jul 17, 2019 | |
Sadoff Investment Management LLC | 1,432 | $200k | Jun 30, 2019 | Aug 7, 2019 | |
Midas Management Corporation | 1,000 | $140k | Jun 30, 2019 | Jul 9, 2019 | |
Clearbridge Investments LLC | 1,274 | $140k | Dec 31, 2018 | Feb 14, 2019 | |
The Central Trust Bank | 828 | $116k | Jun 30, 2019 | Jul 16, 2019 | |
Lombard Odier Transatlantic Limited | 1,200 | $111k | Sep 30, 2016 | Nov 14, 2016 | |
Sound Income Strategies LLC | 693 | $97k | Jun 30, 2019 | Jul 16, 2019 | |
Cranbrook Wealth Management LLC | 622 | $87k | Jun 30, 2019 | Aug 7, 2019 | |
Vestor Capital LLC | 457 | $64k | Jun 30, 2019 | Aug 6, 2019 | |
Oak Grove Capital LLC | 1,500 | $52k | Call | Jun 30, 2019 | Aug 9, 2019 |
Stansberry Asset Management LLC | 300 | $42k | Call | Jun 30, 2019 | Aug 14, 2019 |
Wells Trecaso Financial Group LLC | 295 | $41k | Jun 30, 2019 | Jul 22, 2019 | |
Beacon Capital Management Inc | 154 | $22k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 154 | $22k | Jun 30, 2019 | Jul 18, 2019 | |
Avondale Wealth Management LLC | 140 | $20k | Jun 30, 2019 | Jul 26, 2019 | |
Partnervest Advisory Services LLC | 125 | $17k | Jun 30, 2019 | Aug 7, 2019 | |
Mitchell Mcleod PUGH & Williams Inc | 75 | $10k | Jun 30, 2019 | Jul 9, 2019 | |
Asset Planning Services Inc | 60 | $8k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 60 | $8k | Jun 30, 2019 | Jul 17, 2019 | |
Toroso Investments LLC | 61 | $8k | Jun 30, 2019 | Aug 15, 2019 | |
Colonial Trust Advisors Inc | 50 | $7k | Jun 30, 2019 | Aug 21, 2019 | |
Litman Gregory Asset Management LLC | 25 | $3k | Jun 30, 2019 | Jul 31, 2019 | |
Daiwa SB Investments Ltd | 16 | $2k | Mar 31, 2019 | Apr 18, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 9 | $1k | Jun 30, 2019 | Aug 14, 2019 | |
America First Investment Advisors LLC | 10 | $1k | Jun 30, 2019 | Jul 29, 2019 | |
Independent Advisor Alliance LLC | 5,523 | $1k | Jun 30, 2019 | Aug 12, 2019 | |
RB Capital Management LLC | 100 | $0k | Call | Jun 30, 2019 | Aug 7, 2019 |