EMERSON ELEC CO
(291011104)
Funds Reporting Holdings of EMERSON ELEC CO according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 79,428 | $5,299,436k | Jun 30, 2019 | Aug 6, 2019 | |
| Longview Partners Guernsey Limited | 16,863,972 | $1,125,164k | Jun 30, 2019 | Aug 13, 2019 | |
| Cantab Capital Partners LLP | 16,303 | $1,024,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Jensen Investment Management Inc | 3,490,998 | $232,919k | Jun 30, 2019 | Aug 2, 2019 | |
| Tweedy Browne Company LLC | 747,184 | $49,852k | Jun 30, 2019 | Aug 5, 2019 | |
| Brandywine Global Investment Management LLC | 527,606 | $35,202k | Jun 30, 2019 | Aug 14, 2019 | |
| Avalon Advisors LLC | 484,388 | $32,318k | Jun 30, 2019 | Aug 14, 2019 | |
| River ROAD Asset Management LLC | 439,166 | $29,301k | Jun 30, 2019 | Aug 12, 2019 | |
| Mairs and Power Inc | 402,820 | $26,876k | Jun 30, 2019 | Aug 14, 2019 | |
| Renaissance Technologies LLC | 389,600 | $25,994k | Jun 30, 2019 | Aug 12, 2019 | |
| 1919 Investment Counsel LLC | 369,127 | $23,100k | Sep 30, 2014 | Nov 14, 2014 | |
| Parsec Financial Management Inc | 329,679 | $21,996k | Jun 30, 2019 | Jul 23, 2019 | |
| Willis Investment Counsel Inc | 323,100 | $21,557k | Jun 30, 2019 | Aug 14, 2019 | |
| Plancorp LLC | 320,298 | $21,370k | Jun 30, 2019 | Aug 13, 2019 | |
| Tocqueville Asset Management LP | 294,130 | $19,624k | Jun 30, 2019 | Jul 31, 2019 | |
| Deprince RACE & Zollo Inc | 287,056 | $19,152k | Jun 30, 2019 | Aug 13, 2019 | |
| Argent Capital Management LLC | 284,153 | $18,959k | Jun 30, 2019 | Aug 15, 2019 | |
| QS Investors LLC | 274,578 | $18,320k | Jun 30, 2019 | Aug 14, 2019 | |
| PRIO Wealth Limited Partnership | 251,451 | $16,776k | Jun 30, 2019 | Jul 18, 2019 | |
| TDAM USA Inc | 244,397 | $16,306k | Jun 30, 2019 | Aug 1, 2019 | |
| Bridgewater Associates LP | 198,124 | $13,219k | Jun 30, 2019 | Aug 13, 2019 | |
| Chilton Capital Management LLC | 176,666 | $11,787k | Jun 30, 2019 | Aug 13, 2019 | |
| The Bollard Group LLC | 159,482 | $10,641k | Jun 30, 2019 | Aug 13, 2019 | |
| Strategy Asset Managers LLC | 155,474 | $10,373k | Jun 30, 2019 | Aug 14, 2019 | |
| Abner Herrman & Brock LLC | 145,940 | $9,737k | Jun 30, 2019 | Jul 19, 2019 | |
| Edgestream Partners LP | 144,331 | $9,630k | Jun 30, 2019 | Aug 8, 2019 | |
| Madison Investment Holdings Inc | 142,301 | $9,494k | Jun 30, 2019 | Aug 13, 2019 | |
| Janus Capital Management LLC | 144,334 | $8,640k | Mar 31, 2017 | May 16, 2017 | |
| Guardian Capital Advisors LP | 129,564 | $8,575k | Jun 30, 2019 | Aug 14, 2019 | |
| The Burney Company | 126,366 | $8,431k | Jun 30, 2019 | Aug 12, 2019 | |
| Interval Partners LP | 125,000 | $8,340k | Call | Jun 30, 2019 | Aug 12, 2019 |
| Becker Capital Management Inc | 119,253 | $7,957k | Jun 30, 2019 | Aug 8, 2019 | |
| Tufton Capital Management LLC | 114,038 | $7,608k | Jun 30, 2019 | Jul 26, 2019 | |
| Rodgers Brothers Inc | 111,226 | $7,421k | Jun 30, 2019 | Aug 14, 2019 | |
| Isthmus Partners LLC | 110,000 | $7,339k | Jun 30, 2019 | Aug 9, 2019 | |
| Wilkins Investment Counsel Inc | 109,522 | $7,307k | Jun 30, 2019 | Aug 9, 2019 | |
| Peak Asset Management LLC | 103,603 | $6,912k | Jun 30, 2019 | Aug 15, 2019 | |
| WE Donoghue & Co LLC | 101,266 | $6,756k | Jun 30, 2019 | Jul 23, 2019 | |
| Woodstock Corporation | 98,907 | $6,599k | Jun 30, 2019 | Jul 3, 2019 | |
| Azimuth Capital Management LLC | 96,045 | $6,408k | Jun 30, 2019 | Aug 13, 2019 | |
| Morningstar Investment Services LLC | 94,510 | $6,306k | Jun 30, 2019 | Aug 13, 2019 | |
| Monarch Capital Management Inc | 89,530 | $5,973k | Jun 30, 2019 | Jul 31, 2019 | |
| Zevin Asset Management LLC | 88,945 | $5,934k | Jun 30, 2019 | Aug 6, 2019 | |
| Stone RUN Capital LLC | 88,886 | $5,931k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthplan Partners Inc | 99,758 | $5,905k | Jun 30, 2019 | Aug 19, 2019 | |
| Morgan Dempsey Capital Management LLC | 84,521 | $5,639k | Jun 30, 2019 | Aug 8, 2019 | |
| Flippin Bruce & Porter Inc | 81,629 | $5,446k | Jun 30, 2019 | Aug 6, 2019 | |
| Beese Fulmer Investment Management Inc | 81,081 | $5,410k | Jun 30, 2019 | Jul 5, 2019 | |
| Columbus Macro LLC | 80,613 | $5,378k | Jun 30, 2019 | Jul 16, 2019 | |
| Bowen Hanes & Co Inc | 80,001 | $5,338k | Jun 30, 2019 | Aug 13, 2019 | |
| Ramsay Stattman VELA & Price Inc | 79,471 | $5,302k | Jun 30, 2019 | Aug 9, 2019 | |
| DEAN Investment Associates LLC | 78,052 | $5,208k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 77,252 | $5,154k | Jun 30, 2019 | Aug 7, 2019 | |
| Hennessy Advisors Inc | 74,500 | $4,971k | Jun 30, 2019 | Jul 11, 2019 | |
| Boston Common Asset Management LLC | 74,501 | $4,971k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Investment Research Advisors Inc | 72,960 | $4,868k | Jun 30, 2019 | Aug 15, 2019 | |
| Greatmark Investment Partners Inc | 69,093 | $4,610k | Jun 30, 2019 | Aug 5, 2019 | |
| Haverford Financial Services Inc | 68,886 | $4,596k | Jun 30, 2019 | Aug 13, 2019 | |
| The Rikoon Group LLC | 68,460 | $4,568k | Jun 30, 2019 | Aug 6, 2019 | |
| Hengehold Capital Management LLC | 67,487 | $4,503k | Jun 30, 2019 | Jul 23, 2019 | |
| New England Asset Management Inc | 66,315 | $4,425k | Jun 30, 2019 | Aug 14, 2019 | |
| Allied Investment Advisors LLC | 64,478 | $4,302k | Jun 30, 2019 | Jul 17, 2019 | |
| Spearhead Capital Advisors LLC | 62,787 | $4,189k | Jun 30, 2019 | Jul 17, 2019 | |
| Cambria Investment Management LP | 62,695 | $4,183k | Jun 30, 2019 | Aug 12, 2019 | |
| Summit Financial Wealth Advisors LLC | 62,654 | $4,180k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 62,654 | $4,180k | Jun 30, 2019 | Jul 16, 2019 | |
| Apriem Advisors | 61,542 | $4,106k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacer Advisors Inc | 59,169 | $3,948k | Jun 30, 2019 | Aug 12, 2019 | |
| Exchange Capital Management Inc | 57,768 | $3,854k | Jun 30, 2019 | Jul 22, 2019 | |
| Baltimore-Washington Financial Advisors Inc | 54,133 | $3,612k | Jun 30, 2019 | Jul 25, 2019 | |
| Woodmont Investment Counsel LLC | 53,562 | $3,574k | Jun 30, 2019 | Aug 14, 2019 | |
| Condor Capital Management | 53,374 | $3,561k | Jun 30, 2019 | Aug 5, 2019 | |
| Marshwinds Advisory Company | 57,448 | $3,432k | Dec 31, 2018 | Jan 7, 2019 | |
| Northwest Investment Counselors LLC | 51,150 | $3,413k | Jun 30, 2019 | Jul 25, 2019 | |
| BLB & B Advisors LLC | 50,857 | $3,393k | Jun 30, 2019 | Jul 29, 2019 | |
| LOWE Brockenbrough & Company Inc | 50,665 | $3,380k | Jun 30, 2019 | Aug 12, 2019 | |
| Argyle Capital Management Inc | 49,065 | $3,274k | Jun 30, 2019 | Jul 25, 2019 | |
| Independent Investors Inc | 49,000 | $3,269k | Jun 30, 2019 | Jul 18, 2019 | |
| van Strum & Towne Inc | 46,523 | $3,104k | Jun 30, 2019 | Aug 12, 2019 | |
| Marble Harbor Investment Counsel LLC | 45,186 | $3,015k | Jun 30, 2019 | Aug 7, 2019 | |
| Argus Investors' Counsel Inc | 43,293 | $2,889k | Jun 30, 2019 | Jul 10, 2019 | |
| United Asset Strategies Inc | 42,888 | $2,862k | Jun 30, 2019 | Jul 31, 2019 | |
| Wendell David Associates Inc | 40,000 | $2,669k | Jun 30, 2019 | Jul 16, 2019 | |
| Benedict Financial Advisors Inc | 39,710 | $2,649k | Jun 30, 2019 | Aug 1, 2019 | |
| Dowling & Yahnke LLC | 38,648 | $2,579k | Jun 30, 2019 | Jul 22, 2019 | |
| Sentry Investment Management LLC | 38,275 | $2,554k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 38,275 | $2,554k | Jun 30, 2019 | Aug 12, 2019 | |
| Mengis Capital Management Inc | 37,559 | $2,505k | Jun 30, 2019 | Jul 18, 2019 | |
| Butensky & Cohen Financial Security Inc | 35,940 | $2,398k | Jun 30, 2019 | Jul 12, 2019 | |
| Keeler Thomas Management LLC | 35,800 | $2,388k | Jun 30, 2019 | Jul 31, 2019 | |
| Gratus Capital LLC | 35,294 | $2,355k | Jun 30, 2019 | Aug 7, 2019 | |
| Birch Hill Investment Advisors LLC | 34,760 | $2,319k | Jun 30, 2019 | Jul 22, 2019 | |
| Chesley TAFT & Associates LLC | 34,600 | $2,309k | Jun 30, 2019 | Jul 10, 2019 | |
| Ipswich Investment Management Company Inc | 33,050 | $2,205k | Jun 30, 2019 | Jul 11, 2019 | |
| Carret Asset Management LLC | 32,678 | $2,180k | Jun 30, 2019 | Aug 12, 2019 | |
| Golub Group LLC | 32,091 | $2,141k | Jun 30, 2019 | Aug 13, 2019 | |
| RDL Financial Inc | 31,730 | $2,117k | Jun 30, 2019 | Jul 17, 2019 | |
| Cornell Pochily Investment Advisors Inc | 31,210 | $2,082k | Jun 30, 2019 | Jul 22, 2019 | |
| Maryland Capital Management LLC | 30,505 | $2,035k | Jun 30, 2019 | Aug 13, 2019 | |
| BOYS Arnold & Company Inc | 30,184 | $2,014k | Jun 30, 2019 | Aug 1, 2019 | |
| OFI Advisors LLC | 44,591 | $1,970k | Sep 30, 2015 | Nov 16, 2015 | |
| Neuberger Berman Breton Hill ULC | 31,160 | $1,958k | Sep 30, 2017 | Nov 3, 2017 | |
| Schulhoff & Co Inc | 28,858 | $1,925k | Jun 30, 2019 | Aug 7, 2019 | |
| Lejeune Puetz Investment Counsel | 28,185 | $1,881k | Jun 30, 2019 | Jul 29, 2019 | |
| Loudon Investment Management LLC | 27,781 | $1,854k | Jun 30, 2019 | Aug 13, 2019 | |
| West Oak Capital LLC | 27,789 | $1,854k | Jun 30, 2019 | Jul 12, 2019 | |
| Global Endowment Management LP | 27,600 | $1,841k | Jun 30, 2019 | Aug 12, 2019 | |
| Highbridge Capital Management LLC | 27,500 | $1,835k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Baugh & Associates LLC | 26,820 | $1,789k | Jun 30, 2019 | Jul 23, 2019 | |
| Abbot Financial Management Inc | 26,723 | $1,783k | Jun 30, 2019 | Aug 8, 2019 | |
| Patton Albertson Miller Group LLC | 28,944 | $1,722k | Jun 30, 2019 | Aug 12, 2019 | |
| Hall Capital Management Company Inc | 24,950 | $1,665k | Jun 30, 2019 | Aug 14, 2019 | |
| AULL & Monroe Investment Management Corp | 24,563 | $1,638k | Jun 30, 2019 | Jul 29, 2019 | |
| Advanced Asset Management Advisors Inc | 24,400 | $1,628k | Jun 30, 2019 | Aug 2, 2019 | |
| Guardian Investment Management LLC | 24,384 | $1,627k | Jun 30, 2019 | Aug 16, 2019 | |
| MRAZ Amerine & Associates Inc | 24,332 | $1,623k | Jun 30, 2019 | Aug 2, 2019 | |
| Keating Investment Counselors Inc | 23,824 | $1,590k | Jun 30, 2019 | Aug 1, 2019 | |
| Everence Capital Management Inc | 23,024 | $1,536k | Jun 30, 2019 | Aug 2, 2019 | |
| Murphy Pohlad Asset Management LLC | 22,795 | $1,520k | Jun 30, 2019 | Aug 6, 2019 | |
| Drexel Morgan & Co | 22,633 | $1,510k | Jun 30, 2019 | Aug 8, 2019 | |
| Duncker Streett & Co LLC | 22,563 | $1,505k | Jun 30, 2019 | Jul 24, 2019 | |
| Triangle Securities Wealth Management | 23,012 | $1,492k | Jun 30, 2019 | Jul 10, 2019 | |
| Panagora Asset Management Inc | 22,228 | $1,483k | Jun 30, 2019 | Aug 9, 2019 | |
| Advisors Capital Management LLC | 22,165 | $1,479k | Jun 30, 2019 | Aug 15, 2019 | |
| Newsquare Capital LLC | 21,654 | $1,445k | Jun 30, 2019 | Aug 20, 2019 | |
| Spinnaker Investment Group LLC | 21,631 | $1,443k | Jun 30, 2019 | Jul 11, 2019 | |
| Northstar Wealth Partners LLC | 21,459 | $1,432k | Jun 30, 2019 | Aug 15, 2019 | |
| Unison Advisors LLC | 21,174 | $1,413k | Jun 30, 2019 | Jul 11, 2019 | |
| Arjuna Capital LLC | 20,995 | $1,401k | Jun 30, 2019 | Aug 21, 2019 | |
| Ridgewood Investments LLC | 20,769 | $1,386k | Jun 30, 2019 | Jul 12, 2019 | |
| Guardian Capital LP | 20,108 | $1,342k | Jun 30, 2019 | Aug 14, 2019 | |
| Crawford Investment Counsel Inc | 19,316 | $1,289k | Jun 30, 2019 | Aug 12, 2019 | |
| Acropolis Investment Management LLC | 19,212 | $1,282k | Jun 30, 2019 | Jul 11, 2019 | |
| Krueger & Catalano Capital Partners LLC | 18,951 | $1,264k | Jun 30, 2019 | Jul 22, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 18,701 | $1,248k | Jun 30, 2019 | Jul 15, 2019 | |
| First Manhattan Co | 18,548 | $1,237k | Jun 30, 2019 | Aug 16, 2019 | |
| Premier Asset Management LLC | 18,409 | $1,228k | Jun 30, 2019 | Aug 7, 2019 | |
| Cohen Klingenstein LLC | 18,200 | $1,214k | Jun 30, 2019 | Jul 15, 2019 | |
| Poplar Forest Capital LLC | 18,005 | $1,201k | Jun 30, 2019 | Aug 2, 2019 | |
| YHB Investment Advisors Inc | 17,688 | $1,180k | Jun 30, 2019 | Jul 15, 2019 | |
| Frontier Wealth Management LLC | 17,401 | $1,161k | Jun 30, 2019 | Aug 16, 2019 | |
| Altavista Wealth Management Inc | 16,827 | $1,123k | Jun 30, 2019 | Aug 13, 2019 | |
| Choate Investment Advisors LLC | 16,755 | $1,118k | Jun 30, 2019 | Aug 14, 2019 | |
| Abbrea Capital LLC | 16,625 | $1,109k | Jun 30, 2019 | Jul 31, 2019 | |
| Ascension Asset Management LLC | 16,300 | $1,088k | Jun 30, 2019 | Jul 23, 2019 | |
| Northstar Investment Advisors LLC | 16,171 | $1,079k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 16,171 | $1,079k | Jun 30, 2019 | Jul 17, 2019 | |
| Northcoast Asset Management LLC | 15,757 | $1,054k | Jun 30, 2019 | Aug 14, 2019 | |
| White Pine Capital LLC | 15,651 | $1,044k | Jun 30, 2019 | Aug 14, 2019 | |
| Aristotle Capital Management LLC | 15,111 | $1,008k | Jun 30, 2019 | Aug 14, 2019 | |
| Barrett Asset Management LLC | 15,038 | $1,003k | Jun 30, 2019 | Aug 5, 2019 | |
| S R Schill & Associates Inc | 14,949 | $997k | Jun 30, 2019 | Aug 19, 2019 | |
| Eagle Ridge Investment Management LLC | 14,792 | $987k | Jun 30, 2019 | Aug 1, 2019 | |
| North American Management Corp | 14,513 | $968k | Jun 30, 2019 | Jul 30, 2019 | |
| Biltmore Family Office LLC | 14,445 | $964k | Jun 30, 2019 | Jul 31, 2019 | |
| GHP Investment Advisors Inc | 14,392 | $960k | Jun 30, 2019 | Aug 2, 2019 | |
| Grandfield & DODD LLC | 14,323 | $956k | Jun 30, 2019 | Jul 29, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 14,331 | $956k | Jun 30, 2019 | Aug 9, 2019 | |
| Moloney Securities Asset Management LLC | 14,311 | $955k | Jun 30, 2019 | Jul 29, 2019 | |
| E & G Advisors LP | 13,800 | $921k | Jun 30, 2019 | Jul 12, 2019 | |
| Payden & Rygel | 13,500 | $901k | Jun 30, 2019 | Aug 6, 2019 | |
| Howland Capital Management LLC | 13,446 | $897k | Jun 30, 2019 | Jul 17, 2019 | |
| BTR Capital Management Inc | 13,325 | $889k | Jun 30, 2019 | Jul 18, 2019 | |
| Montag A & Associates Inc | 13,100 | $874k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellington Shields Capital Management LLC | 12,750 | $851k | Jun 30, 2019 | Aug 8, 2019 | |
| Venturi Wealth Management LLC | 12,740 | $850k | Jun 30, 2019 | Aug 7, 2019 | |
| Murphy Capital Management Inc | 12,618 | $841k | Jun 30, 2019 | Jul 22, 2019 | |
| Cutler Investment Counsel LLC | 12,450 | $831k | Jun 30, 2019 | Aug 5, 2019 | |
| Wheatland Advisors Inc | 12,400 | $827k | Jun 30, 2019 | Aug 7, 2019 | |
| Regent Investment Management LLC | 12,207 | $814k | Jun 30, 2019 | Jul 15, 2019 | |
| Athena Capital Advisors LLC | 12,040 | $803k | Jun 30, 2019 | Aug 9, 2019 | |
| Blackhawk Capital Partners LLC | 12,031 | $803k | Jun 30, 2019 | Aug 13, 2019 | |
| Twin Capital Management Inc | 11,979 | $799k | Jun 30, 2019 | Aug 1, 2019 | |
| Stokes & Hubbell Capital Management LLC | 11,599 | $794k | Mar 31, 2019 | Apr 24, 2019 | |
| Brown Advisory Securities LLC | 11,779 | $788k | Jun 30, 2019 | Aug 12, 2019 | |
| Dupont Capital Management Corp | 11,688 | $780k | Jun 30, 2019 | Jul 30, 2019 | |
| Ifrah Financial Services Inc | 11,594 | $774k | Jun 30, 2019 | Aug 6, 2019 | |
| Augustine Asset Management Inc | 11,509 | $768k | Jun 30, 2019 | Aug 5, 2019 | |
| Ashfield Capital Partners LLC | 11,370 | $759k | Jun 30, 2019 | Jul 29, 2019 | |
| Albert D Mason Inc | 11,335 | $756k | Jun 30, 2019 | Jul 30, 2019 | |
| Jackson Grant Investment Advisers Inc | 11,278 | $752k | Jun 30, 2019 | Aug 13, 2019 | |
| Hamel Associates Inc | 11,144 | $744k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategic Capital Advisers Inc | 11,000 | $734k | Jun 30, 2019 | Jul 30, 2019 | |
| 180 Wealth Advisors LLC | 11,687 | $733k | Jun 30, 2019 | Aug 5, 2019 | |
| Miles Capital Inc | 10,853 | $724k | Jun 30, 2019 | Aug 13, 2019 | |
| DF DENT and Company Inc | 10,676 | $712k | Jun 30, 2019 | Aug 15, 2019 | |
| Camelot Portfolios LLC | 10,611 | $708k | Jun 30, 2019 | Jul 19, 2019 | |
| Rossmore Private Capital LLC | 10,541 | $703k | Jun 30, 2019 | Aug 5, 2019 | |
| Formidable Asset Management LLC | 11,629 | $695k | Dec 31, 2018 | Feb 6, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 10,408 | $694k | Jun 30, 2019 | Aug 14, 2019 | |
| Cooke & Bieler LP | 10,200 | $681k | Jun 30, 2019 | Aug 12, 2019 | |
| Armor Investment Advisors LLC | 10,046 | $670k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 10,046 | $670k | Jun 30, 2019 | Aug 13, 2019 | |
| Gabelli Funds LLC | 10,000 | $667k | Jun 30, 2019 | Aug 2, 2019 | |
| Altium Wealth Management LLC | 9,904 | $661k | Jun 30, 2019 | Jul 18, 2019 | |
| Campbell & Company Investment Adviser LLC | 9,893 | $660k | Jun 30, 2019 | Jul 10, 2019 | |
| ZWJ Investment Counsel Inc | 9,723 | $649k | Jun 30, 2019 | Jul 24, 2019 | |
| Goelzer Investment Management Inc | 9,607 | $641k | Jun 30, 2019 | Jul 29, 2019 | |
| SVA Plumb Wealth Management LLC | 9,610 | $641k | Jun 30, 2019 | Aug 13, 2019 | |
| Bienville Capital Management LLC | 9,510 | $635k | Jun 30, 2019 | Aug 14, 2019 | |
| Mckinley Carter Wealth Services Inc | 9,503 | $634k | Jun 30, 2019 | Aug 2, 2019 | |
| BECK MACK & Oliver LLC | 9,370 | $625k | Jun 30, 2019 | Aug 13, 2019 | |
| Evermay Wealth Management LLC | 9,323 | $622k | Jun 30, 2019 | Jul 23, 2019 | |
| Cohen Capital Management Inc | 9,313 | $621k | Jun 30, 2019 | Aug 7, 2019 | |
| Douglas Lane & Associates LLC | 9,073 | $605k | Jun 30, 2019 | Jul 8, 2019 | |
| Court Place Advisors LLC | 8,986 | $600k | Jun 30, 2019 | Jul 30, 2019 | |
| Premia Global Advisors LLC | 8,908 | $594k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Family Office LLC | 8,860 | $591k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbour Capital Advisors LLC | 8,761 | $585k | Jun 30, 2019 | Jul 10, 2019 | |
| Brave Asset Management Inc | 8,710 | $581k | Jun 30, 2019 | Aug 5, 2019 | |
| Chelsea Counsel Company | 8,230 | $569k | Jun 30, 2018 | Oct 3, 2018 | |
| New England Research & Management Inc | 8,408 | $561k | Jun 30, 2019 | Jul 9, 2019 | |
| Marietta Wealth Management LLC | 8,283 | $553k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 8,723 | $546k | Sep 30, 2014 | Nov 17, 2014 | |
| Fagan Associates Inc | 8,157 | $544k | Jun 30, 2019 | Jul 12, 2019 | |
| Harbor Advisory Corporation | 8,029 | $536k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 8,029 | $536k | Jun 30, 2019 | Jul 30, 2019 | |
| Eagle Global Advisors LLC | 7,936 | $529k | Jun 30, 2019 | Aug 13, 2019 | |
| Liberty Capital Management Inc | 7,700 | $514k | Jun 30, 2019 | Jul 15, 2019 | |
| Dearborn Partners LLC | 7,700 | $514k | Jun 30, 2019 | Jul 29, 2019 | |
| NTV Asset Management LLC | 7,631 | $509k | Jun 30, 2019 | Jul 29, 2019 | |
| IHT Wealth Management LLC | 7,634 | $509k | Jun 30, 2019 | Aug 12, 2019 | |
| Meridian Investment Counsel Inc | 7,579 | $506k | Jun 30, 2019 | Aug 13, 2019 | |
| Providence Wealth Advisors LLC | 7,636 | $505k | Jun 30, 2019 | Jul 22, 2019 | |
| HM Capital Management LLC | 7,230 | $482k | Jun 30, 2019 | Jul 24, 2019 | |
| Miracle MILE Advisors LLC | 7,116 | $475k | Jun 30, 2019 | Aug 7, 2019 | |
| Heritage Investment Group Inc | 7,100 | $474k | Jun 30, 2019 | Aug 13, 2019 | |
| Heritage Financial LLC | 7,100 | $474k | Jun 30, 2019 | Aug 13, 2019 | |
| Joel Isaacson & Co LLC | 7,019 | $468k | Jun 30, 2019 | Jul 11, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 7,001 | $467k | Jun 30, 2019 | Aug 12, 2019 | |
| Point72 Asset Management LP | 7,000 | $467k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Advisors Investment Management LLC | 7,000 | $467k | Jun 30, 2019 | Jul 25, 2019 | |
| Levin Capital Strategies LP | 6,811 | $454k | Jun 30, 2019 | Aug 13, 2019 | |
| Spears Abacus Advisors LLC | 6,800 | $454k | Jun 30, 2019 | Aug 9, 2019 | |
| DUFF & Phelps Investment Management Co | 6,740 | $450k | Jun 30, 2019 | Aug 2, 2019 | |
| GSB Wealth Management LLC | 6,639 | $443k | Jun 30, 2019 | Aug 9, 2019 | |
| Accredited Investors Inc | 6,603 | $441k | Jun 30, 2019 | Aug 13, 2019 | |
| Dividend Assets Capital LLC | 6,617 | $441k | Jun 30, 2019 | Jul 12, 2019 | |
| Summit X | 6,540 | $436k | Jun 30, 2019 | Aug 13, 2019 | |
| Lourd Capital LLC | 6,513 | $435k | Jun 30, 2019 | Jul 11, 2019 | |
| South Texas Money Management Ltd | 6,484 | $433k | Jun 30, 2019 | Jul 2, 2019 | |
| Aries Wealth Management LLC | 6,573 | $430k | Jun 30, 2019 | Jul 15, 2019 | |
| Lakeview Capital Partners LLC | 6,352 | $424k | Jun 30, 2019 | Aug 5, 2019 | |
| Baring International Investment Ltd | 6,358 | $422k | Jun 30, 2014 | Jul 21, 2014 | |
| Cypress Capital Management LLC | 6,114 | $408k | Jun 30, 2019 | Aug 5, 2019 | |
| Allen Investment Management LLC | 6,078 | $406k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 6,024 | $402k | Jun 30, 2019 | Jul 15, 2019 | |
| Signature Financial Management Inc | 6,633 | $396k | Dec 31, 2018 | Feb 13, 2019 | |
| Strategic Advisors LLC | 5,924 | $395k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 5,924 | $395k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 5,924 | $395k | Jun 30, 2019 | Jul 22, 2019 | |
| Eubel Brady & Suttman Asset Management Inc | 5,884 | $393k | Jun 30, 2019 | Aug 12, 2019 | |
| ORCA Investment Management LLC | 5,868 | $392k | Jun 30, 2019 | Jul 17, 2019 | |
| BKD Wealth Advisors LLC | 5,866 | $391k | Jun 30, 2019 | Jul 10, 2019 | |
| Whitnell & Co | 5,850 | $390k | Jun 30, 2019 | Jul 16, 2019 | |
| SNS Financial Group LLC | 5,766 | $385k | Jun 30, 2019 | Jul 26, 2019 | |
| Bingham Osborn & Scarborough LLC | 5,751 | $384k | Jun 30, 2019 | Aug 2, 2019 | |
| Badgley Phelps and Bell Inc | 5,617 | $375k | Jun 30, 2019 | Jul 30, 2019 | |
| Clear Harbor Asset Management LLC | 5,563 | $371k | Jun 30, 2019 | Jul 22, 2019 | |
| Meristem Family Wealth LLC | 5,412 | $361k | Jun 30, 2019 | Aug 6, 2019 | |
| Harvey Investment Company LLC | 5,374 | $359k | Jun 30, 2019 | Jul 16, 2019 | |
| American Asset Management Inc | 5,349 | $357k | Jun 30, 2019 | Jul 31, 2019 | |
| Private Wealth Advisors Inc | 5,356 | $357k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Inc | 5,356 | $357k | Jun 30, 2019 | Aug 7, 2019 | |
| Private Wealth Advisors LLC | 5,356 | $357k | Jun 30, 2019 | Aug 7, 2019 | |
| Wealth Advisors Group LLC | 5,356 | $357k | Jun 30, 2019 | Aug 7, 2019 | |
| Douglass Winthrop Advisors LLC | 5,305 | $354k | Jun 30, 2019 | Jul 10, 2019 | |
| Portland Global Advisors LLC | 5,303 | $354k | Jun 30, 2019 | Jul 26, 2019 | |
| Nicholas Hoffman & Company LLC | 5,225 | $349k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Financial Advisors LLC | 5,156 | $344k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 5,156 | $344k | Jun 30, 2019 | Aug 12, 2019 | |
| Tiemann Investment Advisors LLC | 5,129 | $342k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Research and Management Inc | 5,100 | $340k | Jun 30, 2019 | Aug 7, 2019 | |
| KLCM Advisors Inc | 5,000 | $334k | Jun 30, 2019 | Aug 15, 2019 | |
| Jolley Asset Management LLC | 5,005 | $334k | Jun 30, 2019 | Jul 22, 2019 | |
| RNC Capital Management LLC | 4,959 | $331k | Jun 30, 2019 | Jul 25, 2019 | |
| Monetary Management Group Inc | 4,950 | $330k | Jun 30, 2019 | Aug 13, 2019 | |
| Lehman Financial Resources Inc | 4,291 | $328k | Sep 30, 2018 | Nov 14, 2018 | |
| Perkins Investment Management LLC | 5,400 | $323k | Mar 31, 2017 | May 15, 2017 | |
| Sunbelt Securities Inc | 4,758 | $317k | Jun 30, 2019 | Aug 1, 2019 | |
| Alexandria Capital LLC | 4,721 | $315k | Jun 30, 2019 | Aug 12, 2019 | |
| Pratt Collard Advisory Partners LLC | 4,580 | $306k | Jun 30, 2019 | Jul 16, 2019 | |
| Blue FIN Capital Inc | 4,550 | $303k | Jun 30, 2019 | Jul 22, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 4,509 | $301k | Jun 30, 2019 | Jul 9, 2019 | |
| Cornerstone Capital Inc | 4,447 | $297k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 4,447 | $297k | Jun 30, 2019 | Aug 14, 2019 | |
| Pettee Investors Inc | 4,412 | $294k | Jun 30, 2019 | Aug 7, 2019 | |
| Front Barnett Associates LLC | 4,327 | $289k | Jun 30, 2019 | Aug 6, 2019 | |
| Alpha Cubed Investments LLC | 4,333 | $289k | Jun 30, 2019 | Jul 19, 2019 | |
| West Coast Financial LLC | 4,317 | $288k | Jun 30, 2019 | Jul 16, 2019 | |
| Lenox Wealth Advisors LLC | 4,320 | $288k | Jun 30, 2019 | Jul 12, 2019 | |
| RB Capital Management LLC | 4,305 | $287k | Jun 30, 2019 | Aug 7, 2019 | |
| Crestwood Advisors Group LLC | 4,300 | $287k | Jun 30, 2019 | Aug 14, 2019 | |
| Tradition Capital Management LLC | 4,183 | $286k | Mar 31, 2019 | May 7, 2019 | |
| Paulson Wealth Management Inc | 4,265 | $285k | Jun 30, 2019 | Jul 30, 2019 | |
| EP Wealth Advisors LLC | 4,187 | $279k | Jun 30, 2019 | Aug 27, 2019 | |
| DAY & Ennis LLC | 4,165 | $278k | Jun 30, 2019 | Aug 2, 2019 | |
| Stearns Financial Services Group Inc | 4,147 | $277k | Jun 30, 2019 | Aug 14, 2019 | |
| Dillon & Associates Inc | 4,057 | $272k | Jun 30, 2019 | Jul 22, 2019 | |
| First Heartland Consultants Inc | 4,063 | $271k | Jun 30, 2019 | Aug 12, 2019 | |
| SRB Corporation | 4,021 | $268k | Jun 30, 2019 | Aug 14, 2019 | |
| JMG Financial Group Ltd | 3,880 | $259k | Jun 30, 2019 | Aug 2, 2019 | |
| BTC Capital Management Inc | 3,815 | $254k | Jun 30, 2019 | Jul 26, 2019 | |
| Secrest Blakey & Associates LLC | 3,734 | $249k | Jun 30, 2019 | Aug 13, 2019 | |
| ACG Wealth Inc | 3,708 | $247k | Jun 30, 2019 | Aug 6, 2019 | |
| Highwater Wealth Management LLC | 3,681 | $246k | Jun 30, 2019 | Jul 18, 2019 | |
| Shoker Investment Counsel Inc | 3,650 | $243k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornerstone Advisory LLC | 3,580 | $239k | Jun 30, 2019 | Aug 8, 2019 | |
| Insight 2811 Inc | 3,600 | $238k | Jun 30, 2019 | Jul 9, 2019 | |
| Capital Investment Counsel Inc | 3,550 | $237k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 3,550 | $237k | Jun 30, 2019 | Jul 26, 2019 | |
| Janney Capital Management LLC | 3,531 | $236k | Jun 30, 2019 | Jul 29, 2019 | |
| Westbourne Investment Advisors Inc | 3,500 | $234k | Jun 30, 2019 | Jul 22, 2019 | |
| FORT PITT Capital Group LLC | 3,501 | $234k | Jun 30, 2019 | Aug 9, 2019 | |
| Cobiz Wealth LLC | 3,485 | $233k | Jun 30, 2019 | Jul 8, 2019 | |
| Oxbow Advisors LLC | 3,495 | $233k | Jun 30, 2019 | Aug 7, 2019 | |
| Beacon Investment Advisory Services Inc | 3,470 | $232k | Jun 30, 2019 | Aug 7, 2019 | |
| Gillespie Robinson & Grimm Inc | 3,416 | $228k | Jun 30, 2019 | Jul 22, 2019 | |
| Granite Group Advisors LLC | 3,400 | $227k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 3,400 | $227k | Jun 30, 2019 | Jul 23, 2019 | |
| Security Asset Management Inc | 3,380 | $226k | Jun 30, 2019 | Aug 6, 2019 | |
| Crossvault Capital Management LLC | 3,273 | $218k | Jun 30, 2019 | Jul 19, 2019 | |
| Johanson Financial Advisors Inc | 3,207 | $215k | Jun 30, 2019 | Jul 29, 2019 | |
| TODD Asset Management LLC | 3,193 | $213k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellesley Investment Partners LLC | 3,135 | $209k | Jun 30, 2019 | Aug 5, 2019 | |
| Waters Parkerson & Co LLC | 3,112 | $208k | Jun 30, 2019 | Aug 6, 2019 | |
| Evanson Asset Management LLC | 3,043 | $203k | Jun 30, 2019 | Jul 11, 2019 | |
| RFG Advisory LLC | 3,062 | $203k | Jun 30, 2019 | Aug 23, 2019 | |
| Westover Capital Advisors LLC | 3,000 | $200k | Jun 30, 2019 | Aug 13, 2019 | |
| Cipher Capital LP | 2,955 | $197k | Jun 30, 2019 | Aug 13, 2019 | |
| The Fiduciary Group LLC | 2,653 | $177k | Jun 30, 2019 | Aug 14, 2019 | |
| Clean Yield Group Inc | 2,375 | $158k | Jun 30, 2019 | Jul 22, 2019 | |
| Prelude Capital Management LLC | 2,149 | $143k | Jun 30, 2019 | Aug 14, 2019 | |
| Wright Investors Service Inc | 2,146 | $143k | Jun 30, 2019 | Aug 1, 2019 | |
| Summit Financial Group Inc | 2,100 | $140k | Jun 30, 2019 | Jul 3, 2019 | |
| The Central Trust Bank | 2,100 | $140k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Financial LLC | 2,100 | $140k | Jun 30, 2019 | Jul 3, 2019 | |
| Hallmark Capital Management Inc | 1,256 | $84k | Jun 30, 2019 | Aug 8, 2019 | |
| DT Investment Partners LLC | 1,178 | $79k | Jun 30, 2019 | Jul 30, 2019 | |
| Cowen Prime Services LLC | 1,000 | $67k | Jun 30, 2019 | Jul 31, 2019 | |
| HMS Capital Management LLC | 900 | $60k | Jun 30, 2019 | Jul 12, 2019 | |
| Allsquare Wealth Management LLC | 808 | $54k | Jun 30, 2019 | Aug 13, 2019 | |
| Peninsula Asset Management Inc | 615 | $41k | Jun 30, 2019 | Aug 15, 2019 | |
| Larson Financial Group LLC | 440 | $29k | Jun 30, 2019 | Jul 16, 2019 | |
| Lifeplan Financial Group Inc | 421 | $28k | Jun 30, 2019 | Jul 15, 2019 | |
| Litman Gregory Asset Management LLC | 345 | $23k | Jun 30, 2019 | Jul 31, 2019 | |
| BRAY Capital Advisors LLC | 275 | $18k | Jun 30, 2019 | Jul 29, 2019 | |
| Tortoise Investment Management LLC | 240 | $16k | Jun 30, 2019 | Aug 7, 2019 | |
| Transamerica Financial Advisors Inc | 198 | $14k | Jun 30, 2019 | Aug 21, 2019 | |
| Harding Loevner LP | 185 | $12k | Jun 30, 2019 | Aug 14, 2019 | |
| Horan Securities Inc | 75 | $5k | Jun 30, 2019 | Jul 24, 2019 |