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HOME DEPOT INC
(437076102)

Funds Reporting Holdings of HOME DEPOT INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 28,380 $5,902,189k Jun 30, 2019 Aug 6, 2019
GS Investments Inc 19,685 $4,093,889k Jun 30, 2019 Aug 9, 2019
Rmsincerbeaux Capital Management LLC 13,650 $2,838,791k Jun 30, 2019 Aug 9, 2019
Cantab Capital Partners LLP 6,995 $1,144,000k Sep 30, 2017 Nov 14, 2017
Janus Capital Management LLC 4,022,487 $590,622k Mar 31, 2017 May 16, 2017
Aristotle Capital Management LLC 2,048,479 $426,022k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 1,765 $367,067k Jun 30, 2019 Jul 11, 2019
Retirement Income Solutions Inc 1,664 $346,000k Jun 30, 2019 Jul 23, 2019
Tocqueville Asset Management LP 1,587,029 $330,054k Jun 30, 2019 Jul 31, 2019
Thornburg Investment Management Inc 1,541,398 $320,565k Jun 30, 2019 Aug 6, 2019
Acadian Asset Management LLC 1,520,940 $316,310k Jun 30, 2019 Aug 8, 2019
Provident Trust Company 1,097,741 $228,297k Jun 30, 2019 Aug 1, 2019
Westfield Capital Management Company LP 972,866 $202,327k Jun 30, 2019 Aug 13, 2019
Renaissance Technologies LLC 888,265 $184,732k Jun 30, 2019 Aug 12, 2019
HS Management Partners LLC 770,964 $160,337k Jun 30, 2019 Aug 13, 2019
Bluespruce Investments LP 770,272 $160,193k Jun 30, 2019 Aug 14, 2019
Waverton Investment Management Limited 487,775 $101,443k Jun 30, 2019 Jul 17, 2019
Crawford Investment Counsel Inc 468,131 $97,357k Jun 30, 2019 Aug 12, 2019
Smead Capital Management Inc 432,344 $89,915k Jun 30, 2019 Jul 26, 2019
Focused Investors LLC 417,500 $86,827k Jun 30, 2019 Jul 16, 2019
Panagora Asset Management Inc 370,202 $76,991k Jun 30, 2019 Aug 9, 2019
The London Company of Virginia LLC 357,102 $74,267k Jun 30, 2019 Aug 14, 2019
Sawgrass Asset Management LLC 344,980 $71,745k Jun 30, 2019 Jul 23, 2019
Sadoff Investment Management LLC 324,601 $67,507k Jun 30, 2019 Aug 7, 2019
Mairs and Power Inc 304,820 $63,393k Jun 30, 2019 Aug 14, 2019
TODD Asset Management LLC 277,748 $57,763k Jun 30, 2019 Aug 6, 2019
Vontobel Asset Management Inc 274,707 $57,130k Jun 30, 2019 Aug 14, 2019
Bowen Hanes & Co Inc 242,689 $50,472k Jun 30, 2019 Aug 13, 2019
ALTA Capital Management LLC 228,303 $47,480k Jun 30, 2019 Jul 26, 2019
Waters Parkerson & Co LLC 220,795 $45,919k Jun 30, 2019 Aug 6, 2019
Cambiar Investors LLC 211,087 $43,900k Jun 30, 2019 Jul 25, 2019
1919 Investment Counsel LLC 451,947 $41,462k Sep 30, 2014 Nov 14, 2014
Bristol Gate Capital Partners Inc 188,760 $39,254k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 186,708 $38,830k Jun 30, 2019 Jul 15, 2019
Cambridge Investment Research Advisors Inc 179,523 $37,335k Jun 30, 2019 Aug 15, 2019
Brookmont Capital Management LLC 176,718 $36,752k Jun 30, 2019 Jul 18, 2019
Woodley Farra Manion Portfolio Management Inc 154,042 $32,036k Jun 30, 2019 Aug 12, 2019
Black-And-White Capital LP 150,000 $31,196k Put Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 149,423 $31,076k Jun 30, 2019 Jul 30, 2019
Churchill Management Corp 145,580 $30,276k Jun 30, 2019 Jul 10, 2019
Suncoast Equity Management LLC 136,581 $28,405k Jun 30, 2019 Jul 26, 2019
Wafra Inc 128,760 $26,778k Jun 30, 2019 Aug 14, 2019
RNC Capital Management LLC 125,572 $26,115k Jun 30, 2019 Jul 25, 2019
Hartwell J M Ltd Partnership 124,307 $25,852k Jun 30, 2019 Jul 31, 2019
Confluence Investment Management LLC 122,787 $25,536k Jun 30, 2019 Jul 24, 2019
TDAM USA Inc 109,997 $22,876k Jun 30, 2019 Aug 1, 2019
Crestwood Advisors Group LLC 108,358 $22,535k Jun 30, 2019 Aug 14, 2019
Nippon Life Global Investors Americas Inc 107,359 $22,327k Jun 30, 2019 Jul 23, 2019
Pacer Advisors Inc 107,241 $22,303k Jun 30, 2019 Aug 12, 2019
QS Investors LLC 106,475 $22,144k Jun 30, 2019 Aug 14, 2019
Investec Asset Management Limited 106,391 $22,126k Jun 30, 2019 Jul 30, 2019
Meritage Portfolio Management Inc 105,902 $22,024k Jun 30, 2019 Jul 30, 2019
The Roosevelt Investment Group Inc 105,756 $21,994k Jun 30, 2019 Aug 8, 2019
Impax Asset Management Ltd 109,600 $21,383k Jun 30, 2018 Aug 14, 2018
Impax Asset Management LLC 109,600 $21,383k Jun 30, 2018 Aug 14, 2018
Madison Investment Holdings Inc 101,260 $21,059k Jun 30, 2019 Aug 13, 2019
Cadinha & Co LLC 100,806 $20,965k Jun 30, 2019 Aug 9, 2019
Montag A & Associates Inc 100,176 $20,834k Jun 30, 2019 Aug 6, 2019
Cornerstone Advisors LLC 104,600 $20,072k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 104,600 $20,072k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 104,600 $20,072k Mar 31, 2019 May 13, 2019
Aureus Asset Management LLC 95,443 $19,849k Jun 30, 2019 Aug 14, 2019
Gabelli Funds LLC 94,000 $19,549k Jun 30, 2019 Aug 2, 2019
Capwealth Advisors LLC 92,629 $19,264k Jun 30, 2019 Aug 13, 2019
Abner Herrman & Brock LLC 90,171 $18,753k Jun 30, 2019 Jul 19, 2019
Appleton Partners Inc 88,824 $18,473k Jun 30, 2019 Jul 25, 2019
Payden & Rygel 87,800 $18,260k Jun 30, 2019 Aug 6, 2019
Beacon Investment Advisory Services Inc 86,266 $17,941k Jun 30, 2019 Aug 7, 2019
Badgley Phelps and Bell Inc 86,198 $17,927k Jun 30, 2019 Jul 30, 2019
Wallington Asset Management LLC 82,827 $17,226k Jun 30, 2019 Aug 13, 2019
Pictet North America Advisors SA 81,896 $17,032k Jun 30, 2019 Aug 7, 2019
Ashfield Capital Partners LLC 81,453 $16,940k Jun 30, 2019 Jul 29, 2019
Northstar Investment Advisors LLC 81,316 $16,911k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 81,316 $16,911k Jun 30, 2019 Jul 17, 2019
The Investment House LLC 81,082 $16,863k Jun 30, 2019 Aug 5, 2019
Quest Investment Management LLC 80,271 $16,694k Jun 30, 2019 Aug 13, 2019
Gabalex Capital Management LLC 80,000 $16,638k Jun 30, 2019 Aug 1, 2019
Willis Investment Counsel Inc 78,106 $16,244k Jun 30, 2019 Aug 14, 2019
Azimuth Capital Management LLC 74,448 $15,483k Jun 30, 2019 Aug 13, 2019
Guardian Capital LP 73,834 $15,355k Jun 30, 2019 Aug 14, 2019
Vigilant Capital Management LLC 73,767 $15,341k Jun 30, 2019 Jul 18, 2019
Main Street Research LLC 72,107 $14,996k Jun 30, 2019 Aug 8, 2019
Alpha Cubed Investments LLC 70,632 $14,689k Jun 30, 2019 Jul 19, 2019
Eagle Global Advisors LLC 70,517 $14,665k Jun 30, 2019 Aug 13, 2019
Parsec Financial Management Inc 69,817 $14,520k Jun 30, 2019 Jul 23, 2019
Woodstock Corporation 69,809 $14,518k Jun 30, 2019 Jul 3, 2019
Decatur Capital Management Inc 68,445 $14,235k Jun 30, 2019 Jul 24, 2019
Cutler Investment Counsel LLC 68,127 $14,168k Jun 30, 2019 Aug 5, 2019
Barrett Asset Management LLC 66,617 $13,854k Jun 30, 2019 Aug 5, 2019
Cypress Capital Management LLC 66,079 $13,742k Jun 30, 2019 Aug 5, 2019
Janney Capital Management LLC 65,856 $13,696k Jun 30, 2019 Jul 29, 2019
Eagle Ridge Investment Management LLC 63,191 $13,142k Jun 30, 2019 Aug 1, 2019
Campbell Newman Asset Management Inc 62,729 $13,046k Jun 30, 2019 Jul 24, 2019
Greystone Managed Investments Inc 61,830 $12,859k Jun 30, 2019 Jul 23, 2019
Marco Investment Management LLC 59,957 $12,469k Jun 30, 2019 Aug 6, 2019
CCM Investment Advisers LLC 59,192 $12,310k Jun 30, 2019 Aug 5, 2019
van Hulzen Asset Management LLC 57,270 $11,910k Jun 30, 2019 Aug 8, 2019
Vestor Capital LLC 57,235 $11,903k Jun 30, 2019 Aug 6, 2019
ACG Wealth Inc 56,457 $11,741k Jun 30, 2019 Aug 6, 2019
Murphy Capital Management Inc 54,510 $11,336k Jun 30, 2019 Jul 22, 2019
Keating Investment Counselors Inc 53,682 $11,164k Jun 30, 2019 Aug 1, 2019
Dodge & COX 53,570 $11,141k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 56,680 $10,876k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments USA Ltd 56,680 $10,876k Mar 31, 2019 Apr 18, 2019
LEE Danner & BASS Inc 52,056 $10,826k Jun 30, 2019 Jul 30, 2019
Sentry Management Inc 50,618 $10,527k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 50,618 $10,527k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 49,016 $10,194k Jun 30, 2019 Aug 14, 2019
Boston Common Asset Management LLC 48,615 $10,110k Jun 30, 2019 Jul 26, 2019
Mastrapasqua Asset Management Inc 48,600 $10,108k Jun 30, 2019 Aug 12, 2019
Bragg Financial Advisors Inc 48,059 $9,995k Jun 30, 2019 Aug 14, 2019
YHB Investment Advisors Inc 47,993 $9,981k Jun 30, 2019 Jul 15, 2019
KKR Credit Advisors US LLC 125,400 $9,512k Sep 30, 2013 Nov 14, 2013
First Manhattan Co 44,841 $9,326k Jun 30, 2019 Aug 16, 2019
Greatmark Investment Partners Inc 44,634 $9,283k Jun 30, 2019 Aug 5, 2019
Richard Bernstein Advisors LLC 44,017 $9,154k Jun 30, 2019 Aug 9, 2019
ZWJ Investment Counsel Inc 42,104 $8,756k Jun 30, 2019 Jul 24, 2019
Founders Capital Management Inc 41,880 $8,710k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 41,880 $8,710k Jun 30, 2019 Jul 11, 2019
Venturi Wealth Management LLC 41,429 $8,616k Jun 30, 2019 Aug 7, 2019
Greenwood Gearhart Inc 41,342 $8,598k Jun 30, 2019 Aug 7, 2019
Monarch Capital Management Inc 41,290 $8,587k Jun 30, 2019 Jul 31, 2019
Alley Company LLC 41,054 $8,538k Jun 30, 2019 Jul 30, 2019
Brightworth LLC 40,037 $8,327k Jun 30, 2019 Jul 31, 2019
Garnet Equity Capital Holdings Inc 40,000 $8,319k Jun 30, 2019 Jul 15, 2019
Prospector Partners LLC 39,364 $8,187k Jun 30, 2019 Aug 14, 2019
Grassi Investment Management LLC 38,458 $7,998k Jun 30, 2019 Jul 10, 2019
Crossvault Capital Management LLC 38,391 $7,984k Jun 30, 2019 Jul 19, 2019
LOWE Brockenbrough & Company Inc 38,234 $7,952k Jun 30, 2019 Aug 12, 2019
Affinity Investment Advisors LLC 37,464 $7,791k Jun 30, 2019 Aug 8, 2019
Deltec Asset Management LLC 37,308 $7,759k Jun 30, 2019 Jul 29, 2019
Cornerstone Capital Inc 37,220 $7,741k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 37,220 $7,741k Jun 30, 2019 Aug 14, 2019
Cohen & Steers Capital Management Inc 68,000 $7,725k Mar 31, 2015 May 15, 2015
Boyar Asset Management Inc 35,327 $7,347k Jun 30, 2019 Aug 6, 2019
Gratus Capital LLC 35,057 $7,291k Jun 30, 2019 Aug 7, 2019
Baltimore-Washington Financial Advisors Inc 35,054 $7,290k Jun 30, 2019 Jul 25, 2019
Choate Investment Advisors LLC 33,816 $7,033k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 33,700 $7,009k Jun 30, 2019 Aug 1, 2019
Bruderman Asset Management LLC 33,290 $6,923k Jun 30, 2019 Aug 12, 2019
FFCM LLC 33,236 $6,912k Jun 30, 2019 Jul 30, 2019
OFI Advisors LLC 59,234 $6,841k Sep 30, 2015 Nov 16, 2015
Pacific Global Investment Management Co 32,584 $6,777k Jun 30, 2019 Aug 14, 2019
Middleton & Company Inc 32,131 $6,682k Jun 30, 2019 Jul 25, 2019
Sitrin Capital Management LLC 32,116 $6,679k Jun 30, 2019 Jul 17, 2019
Oak Grove Capital LLC 31,773 $6,608k Jun 30, 2019 Aug 9, 2019
Kovitz Investment Group Partners LLC 31,697 $6,592k Jun 30, 2019 Aug 14, 2019
Highland Capital Management LLC 31,614 $6,575k Jun 30, 2019 Jul 29, 2019
United Asset Strategies Inc 31,012 $6,450k Jun 30, 2019 Jul 31, 2019
Strategic Investment Advisors LLC 30,851 $6,416k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 30,851 $6,416k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 30,851 $6,416k Jun 30, 2019 Jul 22, 2019
Segment Wealth Management LLC 30,754 $6,396k Jun 30, 2019 Jul 29, 2019
Strategic Global Advisors LLC 30,568 $6,357k Jun 30, 2019 Aug 13, 2019
Hartline Investment Corp 30,188 $6,278k Jun 30, 2019 Aug 8, 2019
QVT Financial LP 29,826 $6,203k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 29,461 $6,127k Jun 30, 2019 Aug 12, 2019
Wespac Advisors Socal LLC 29,387 $6,111k Jun 30, 2019 Jul 30, 2019
Athena Capital Advisors LLC 28,460 $5,919k Jun 30, 2019 Aug 9, 2019
Exchange Capital Management Inc 27,903 $5,803k Jun 30, 2019 Jul 22, 2019
Auxier Asset Management LLC 27,526 $5,725k Jun 30, 2019 Aug 15, 2019
Marietta Investment Partners LLC 26,889 $5,592k Jun 30, 2019 Aug 13, 2019
Liberty Capital Management Inc 26,602 $5,532k Jun 30, 2019 Jul 15, 2019
Wendell David Associates Inc 26,413 $5,493k Jun 30, 2019 Jul 16, 2019
Lyell Wealth Management LP 26,390 $5,488k Jun 30, 2019 Aug 1, 2019
Lakeview Capital Partners LLC 26,263 $5,462k Jun 30, 2019 Aug 5, 2019
The Rikoon Group LLC 25,788 $5,363k Jun 30, 2019 Aug 6, 2019
Baugh & Associates LLC 25,542 $5,312k Jun 30, 2019 Jul 23, 2019
Cfo4Life Group LLC 25,426 $5,288k Jun 30, 2019 Jul 29, 2019
Family Management Corporation 25,121 $5,224k Jun 30, 2019 Aug 14, 2019
Crystal Rock Capital Management LLC 25,087 $5,217k Jun 30, 2019 Aug 9, 2019
Peconic Partners LLC 25,000 $5,199k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 24,535 $5,103k Jun 30, 2019 Jul 10, 2019
Connecticut Wealth Management LLC 24,471 $5,089k Jun 30, 2019 Jul 29, 2019
AULL & Monroe Investment Management Corp 24,321 $5,058k Jun 30, 2019 Jul 29, 2019
Mengis Capital Management Inc 23,976 $4,986k Jun 30, 2019 Jul 18, 2019
Carnick & Kubik Group LLC 23,972 $4,985k Jun 30, 2019 Jul 30, 2019
Court Place Advisors LLC 23,462 $4,879k Jun 30, 2019 Jul 30, 2019
Miracle MILE Advisors LLC 23,106 $4,805k Jun 30, 2019 Aug 7, 2019
The RICE Partnership LLC 22,611 $4,702k Jun 30, 2019 Jul 25, 2019
Mckinley Carter Wealth Services Inc 22,403 $4,659k Jun 30, 2019 Aug 2, 2019
Spearhead Capital Advisors LLC 22,400 $4,659k Jun 30, 2019 Jul 17, 2019
Carderock Capital Management Inc 22,361 $4,650k Jun 30, 2019 Jul 15, 2019
Steinberg Global Asset Management Ltd 24,135 $4,631k Mar 31, 2019 Apr 24, 2019
Selway Asset Management Inc 22,085 $4,593k Jun 30, 2019 Jul 30, 2019
Parthenon LLC 21,961 $4,567k Jun 30, 2019 Jul 29, 2019
Douglass Winthrop Advisors LLC 21,954 $4,566k Jun 30, 2019 Jul 10, 2019
Spectrum Group Management LLC 21,945 $4,564k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 21,945 $4,564k Jun 30, 2019 Aug 2, 2019
BFSG LLC 21,868 $4,548k Jun 30, 2019 Jul 30, 2019
Altavista Wealth Management Inc 21,678 $4,508k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 21,608 $4,494k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 21,433 $4,458k Jun 30, 2019 Aug 14, 2019
Argus Investors' Counsel Inc 21,259 $4,421k Jun 30, 2019 Jul 10, 2019
Boston Family Office LLC 20,514 $4,266k Jun 30, 2019 Jul 30, 2019
Alexandria Capital LLC 20,393 $4,241k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 20,145 $4,190k Jun 30, 2019 Aug 7, 2019
Westbourne Investment Advisors Inc 20,052 $4,170k Jun 30, 2019 Jul 22, 2019
California Capital Advisors Inc 20,041 $4,168k Jun 30, 2019 Jul 15, 2019
Condor Capital Management 19,940 $4,147k Jun 30, 2019 Aug 5, 2019
BTR Capital Management Inc 19,621 $4,081k Jun 30, 2019 Jul 18, 2019
DAVY Asset Management Limited 19,575 $4,071k Jun 30, 2019 Jul 19, 2019
Broadleaf Partners LLC 19,557 $4,067k Jun 30, 2019 Jul 19, 2019
S & Co Inc 19,500 $4,055k Jun 30, 2019 Jul 23, 2019
Carret Asset Management LLC 19,185 $3,990k Jun 30, 2019 Aug 12, 2019
Motley FOOL Asset Management LLC 18,979 $3,947k Jun 30, 2019 Aug 14, 2019
Tuttle Tactical Management LLC 18,690 $3,887k Jun 30, 2019 Jul 29, 2019
Harwood Advisory Group LLC 18,587 $3,866k Jun 30, 2019 Aug 7, 2019
CWA Asset Management Group LLC 18,001 $3,744k Jun 30, 2019 Aug 13, 2019
Beese Fulmer Investment Management Inc 17,850 $3,712k Jun 30, 2019 Jul 5, 2019
DAY & Ennis LLC 17,635 $3,667k Jun 30, 2019 Aug 2, 2019
Advanced Asset Management Advisors Inc 17,385 $3,616k Jun 30, 2019 Aug 2, 2019
Mount Yale Investment Advisors LLC 17,250 $3,586k Jun 30, 2019 Aug 13, 2019
Cohen Klingenstein LLC 17,224 $3,582k Jun 30, 2019 Jul 15, 2019
Altium Wealth Management LLC 17,160 $3,569k Jun 30, 2019 Jul 18, 2019
Harbour Capital Advisors LLC 17,162 $3,569k Jun 30, 2019 Jul 10, 2019
South Texas Money Management Ltd 17,053 $3,547k Jun 30, 2019 Jul 2, 2019
Andesa Financial Management Inc 16,886 $3,513k Jun 30, 2019 Jul 30, 2019
Cottage Street Advisors LLC 16,537 $3,439k Jun 30, 2019 Aug 2, 2019
Granite Investment Advisors LLC 16,363 $3,403k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 16,363 $3,403k Jun 30, 2019 Jul 23, 2019
Bronfman EL Rothschild LP 15,595 $3,243k Jun 30, 2019 Aug 12, 2019
RDL Financial Inc 15,530 $3,230k Jun 30, 2019 Jul 17, 2019
Aries Wealth Management LLC 15,236 $3,222k Jun 30, 2019 Jul 15, 2019
Murphy Middleton Hinkle & Parker Inc 15,118 $3,144k Jun 30, 2019 Jul 15, 2019
Maryland Capital Management LLC 15,113 $3,143k Jun 30, 2019 Aug 13, 2019
Brown Capital Management LLC 15,089 $3,138k Jun 30, 2019 Aug 13, 2019
Nicholas Hoffman & Company LLC 15,012 $3,122k Jun 30, 2019 Aug 12, 2019
WEIK Capital Management Inc 14,980 $3,115k Jun 30, 2019 Aug 9, 2019
Family Legacy Inc 14,820 $3,082k Jun 30, 2019 Jul 25, 2019
SOL Capital Management Co 14,792 $3,076k Jun 30, 2019 Jul 17, 2019
CWH Capital Management Inc 14,707 $3,059k Jun 30, 2019 Aug 14, 2019
ELCO Management Company LLC 14,677 $3,052k Jun 30, 2019 Aug 1, 2019
Whitnell & Co 14,637 $3,044k Jun 30, 2019 Jul 16, 2019
Dillon & Associates Inc 14,616 $3,040k Jun 30, 2019 Jul 22, 2019
Birch Hill Investment Advisors LLC 14,582 $3,033k Jun 30, 2019 Jul 22, 2019
EFG Asset Management Americas Corp 14,502 $3,016k Jun 30, 2019 Jul 9, 2019
Shepherd Financial Partners LLC 14,415 $2,998k Jun 30, 2019 Aug 5, 2019
Gilman Hill Asset Management LLC 14,378 $2,990k Jun 30, 2019 Jul 17, 2019
Mitchell Mcleod PUGH & Williams Inc 14,278 $2,969k Jun 30, 2019 Jul 9, 2019
Stewardship Advisors LLC 13,936 $2,898k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 13,936 $2,898k Jun 30, 2019 Aug 12, 2019
Stokes Capital Advisors LLC 13,855 $2,881k Jun 30, 2019 Jul 15, 2019
Stokes & Hubbell Capital Management LLC 14,841 $2,848k Mar 31, 2019 Apr 24, 2019
Marshwinds Advisory Company 16,567 $2,847k Dec 31, 2018 Jan 7, 2019
Investment Counsel Inc 13,075 $2,841k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 13,075 $2,841k Jun 30, 2019 Jul 29, 2019
Altman Advisors Inc 13,658 $2,840k Jun 30, 2019 Jul 12, 2019
West Oak Capital LLC 13,563 $2,821k Jun 30, 2019 Jul 12, 2019
Tower VIEW Investment Management & Research LLC 13,560 $2,820k Jun 30, 2019 Jul 17, 2019
KWMG LLC 13,548 $2,818k Jun 30, 2019 Jul 10, 2019
Bristol Advisors LLC 14,600 $2,801k Mar 31, 2019 Apr 29, 2019
Arjuna Capital LLC 13,434 $2,794k Jun 30, 2019 Aug 21, 2019
Westover Capital Advisors LLC 13,382 $2,783k Jun 30, 2019 Aug 13, 2019
Vontobel Swiss Wealth Advisors AG 13,375 $2,782k Jun 30, 2019 Aug 12, 2019
Curbstone Financial Management Corporation 13,374 $2,781k Jun 30, 2019 Jul 9, 2019
JGP Wealth Management LLC 13,306 $2,767k Jun 30, 2019 Jul 15, 2019
Hedeker Wealth LLC 13,265 $2,758k Jun 30, 2019 Jul 26, 2019
Hammer Asset Management LLC 13,081 $2,720k Jun 30, 2019 Aug 6, 2019
Annex Advisory Services LLC 12,940 $2,691k Jun 30, 2019 Jul 18, 2019
Meridian Investment Counsel Inc 12,731 $2,648k Jun 30, 2019 Aug 13, 2019
SPC Financial Inc 12,732 $2,648k Jun 30, 2019 Aug 1, 2019
Osborne Partners Capital Management LLC 12,610 $2,622k Jun 30, 2019 Jul 18, 2019
Private Wealth Advisors LLC 12,560 $2,612k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 12,560 $2,612k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 12,560 $2,612k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 12,560 $2,612k Jun 30, 2019 Aug 7, 2019
Morgens Waterfall Vintiadis & Company Inc 12,500 $2,600k Jun 30, 2019 Aug 14, 2019
Spark Investment Management LLC 12,500 $2,599k Jun 30, 2019 Aug 12, 2019
Mitchell Capital Management Co 12,406 $2,580k Jun 30, 2019 Jul 24, 2019
Merriman Wealth Management LLC 1,225 $2,575k Jun 30, 2019 Jul 31, 2019
American National Registered Investment Advisor Inc 12,228 $2,543k Jun 30, 2019 Aug 5, 2019
DUFF & Phelps Investment Management Co 12,150 $2,527k Jun 30, 2019 Aug 2, 2019
MHI Funds LLC 11,822 $2,459k Jun 30, 2019 Jul 17, 2019
Klingenstein Fields & Co LLC 11,672 $2,427k Jun 30, 2019 Aug 12, 2019
Interocean Capital LLC 11,551 $2,402k Jun 30, 2019 Aug 13, 2019
Nicholas Investment Partners LP 11,452 $2,382k Jun 30, 2019 Aug 9, 2019
Wells Trecaso Financial Group LLC 11,405 $2,372k Jun 30, 2019 Jul 22, 2019
Douglas Lane & Associates LLC 11,387 $2,368k Jun 30, 2019 Jul 8, 2019
Blue CHIP Wealth Management Inc 11,359 $2,362k Jun 30, 2019 Aug 13, 2019
Brown Advisory Securities LLC 11,273 $2,346k Jun 30, 2019 Aug 12, 2019
RAAB & Moskowitz Asset Management LLC 11,008 $2,289k Jun 30, 2019 Aug 9, 2019
Hall Capital Management Company Inc 10,907 $2,268k Jun 30, 2019 Aug 14, 2019
EP Wealth Advisors LLC 10,889 $2,265k Jun 30, 2019 Aug 27, 2019
Lejeune Puetz Investment Counsel 10,762 $2,238k Jun 30, 2019 Jul 29, 2019
Shamrock Asset Management LLC 10,725 $2,230k Jun 30, 2019 Aug 9, 2019
Cambria Investment Management LP 10,710 $2,227k Jun 30, 2019 Aug 12, 2019
Dedora Capital Inc 10,678 $2,221k Jun 30, 2019 Aug 8, 2019
Pettee Investors Inc 10,628 $2,210k Jun 30, 2019 Aug 7, 2019
SVA Plumb Wealth Management LLC 10,605 $2,206k Jun 30, 2019 Aug 13, 2019
Wealth Advisors of Tampa BAY LLC 10,582 $2,201k Jun 30, 2019 Jul 23, 2019
Northwest Investment Counselors LLC 10,448 $2,173k Jun 30, 2019 Jul 25, 2019
Scoggin Management LP 10,450 $2,173k Jun 30, 2019 Aug 14, 2019
Abbrea Capital LLC 10,376 $2,158k Jun 30, 2019 Jul 31, 2019
CPWM LLC 10,362 $2,155k Jun 30, 2019 Aug 2, 2019
Rossmore Private Capital LLC 10,197 $2,121k Jun 30, 2019 Aug 5, 2019
Ativo Capital Management LLC 10,149 $2,111k Jun 30, 2019 Aug 14, 2019
Front Barnett Associates LLC 10,087 $2,098k Jun 30, 2019 Aug 6, 2019
Patton Albertson Miller Group LLC 9,843 $2,067k Jun 30, 2019 Aug 12, 2019
Birinyi Associates Inc 9,800 $2,038k Jun 30, 2019 Aug 5, 2019
Joel Isaacson & Co LLC 9,783 $2,035k Jun 30, 2019 Jul 11, 2019
Boston Research and Management Inc 9,775 $2,032k Jun 30, 2019 Aug 7, 2019
Aristotle Atlantic Partners LLC 9,688 $2,015k Jun 30, 2019 Aug 13, 2019
Bigsur Wealth Management LLC 9,574 $2,013k Jun 30, 2019 Jul 5, 2019
Abbot Financial Management Inc 9,610 $1,999k Jun 30, 2019 Aug 8, 2019
Becker Capital Management Inc 9,605 $1,998k Jun 30, 2019 Aug 8, 2019
RFG Advisory LLC 9,535 $1,981k Jun 30, 2019 Aug 23, 2019
Breiter Capital Management Inc 9,333 $1,941k Jun 30, 2019 Aug 23, 2019
Traynor Capital Management Inc 9,217 $1,938k Jun 30, 2019 Jul 26, 2019
Lucia Wealth Services LLC 9,274 $1,929k Jun 30, 2019 Jul 23, 2019
JAG Capital Management LLC 9,254 $1,925k Jun 30, 2019 Jul 22, 2019
Independent Investors Inc 9,207 $1,914k Jun 30, 2019 Jul 18, 2019
Oliver Luxxe Assets LLC 8,960 $1,908k Jun 30, 2019 Jul 10, 2019
GHP Investment Advisors Inc 9,171 $1,907k Jun 30, 2019 Aug 2, 2019
KMS Financial Services Inc 20,582 $1,888k Sep 30, 2014 Nov 17, 2014
Howland Capital Management LLC 8,972 $1,866k Jun 30, 2019 Jul 17, 2019
Stony Point Wealth Management Inc 8,357 $1,802k Jun 30, 2019 Jul 23, 2019
Tradition Capital Management LLC 9,389 $1,801k Mar 31, 2019 May 7, 2019
BKD Wealth Advisors LLC 8,631 $1,795k Jun 30, 2019 Jul 10, 2019
Goelzer Investment Management Inc 8,577 $1,784k Jun 30, 2019 Jul 29, 2019
Evermay Wealth Management LLC 8,457 $1,759k Jun 30, 2019 Jul 23, 2019
Profit Investment Management LLC 8,366 $1,740k Jun 30, 2019 Jul 16, 2019
Fluent Financial LLC 8,364 $1,739k Jun 30, 2019 Jul 29, 2019
Security Asset Management Inc 8,290 $1,724k Jun 30, 2019 Aug 6, 2019
AFT Forsyth and Company Inc 8,269 $1,720k Jun 30, 2019 Jul 29, 2019
Zevenbergen Capital Investments LLC 8,190 $1,703k Jun 30, 2019 Aug 13, 2019
Sather Financial Group Inc 8,138 $1,692k Jun 30, 2019 Jul 23, 2019
Capital Insight Partners LLC 8,120 $1,689k Jun 30, 2019 Jul 9, 2019
Baker Avenue Asset Management LP 8,039 $1,671k Jun 30, 2019 Aug 14, 2019
Oak Asset Management LLC 7,869 $1,662k Jun 30, 2019 Jul 25, 2019
Regent Investment Management LLC 7,961 $1,656k Jun 30, 2019 Jul 15, 2019
NTV Asset Management LLC 7,878 $1,638k Jun 30, 2019 Jul 29, 2019
IMS Capital Management Inc 7,813 $1,625k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 7,801 $1,622k Jun 30, 2019 Jul 17, 2019
Butensky & Cohen Financial Security Inc 7,789 $1,620k Jun 30, 2019 Jul 12, 2019
Confluence Wealth Management LLC 7,776 $1,617k Jun 30, 2019 Aug 9, 2019
Hoylecohen LLC 7,772 $1,616k Jun 30, 2019 Aug 9, 2019
HCR Wealth Advisors 7,753 $1,612k Jun 30, 2019 Jul 25, 2019
Acropolis Investment Management LLC 7,639 $1,589k Jun 30, 2019 Jul 11, 2019
West Branch Capital LLC 7,642 $1,589k Jun 30, 2019 Aug 5, 2019
Successful Portfolios LLC 7,407 $1,540k Jun 30, 2019 Jul 11, 2019
Cahill Financial Advisors Inc 7,386 $1,536k Jun 30, 2019 Aug 14, 2019
KARP Capital Management Corporation 7,292 $1,517k Jun 30, 2019 Aug 8, 2019
North American Management Corp 7,237 $1,505k Jun 30, 2019 Jul 30, 2019
ALL Terrain Financial Advisors LLC 7,220 $1,502k Jun 30, 2019 Aug 14, 2019
Biegel & Waller LLC 7,218 $1,501k Jun 30, 2019 Jul 23, 2019
Benedict Financial Advisors Inc 7,213 $1,500k Jun 30, 2019 Aug 1, 2019
Ipswich Investment Management Company Inc 7,190 $1,495k Jun 30, 2019 Jul 11, 2019
Asset Advisors Investment Management LLC 7,181 $1,493k Jun 30, 2019 Jul 25, 2019
Stearns Financial Services Group Inc 7,175 $1,492k Jun 30, 2019 Aug 14, 2019
Trust Advisors LLC 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
The Financial Advisors LLC 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
Private Advisors LLC 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
Trust & Investment Advisors Inc 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
Trust Advisors Inc 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
Advisors Financial Inc 6,980 $1,452k Jun 30, 2019 Jul 30, 2019
EOS Management LP 6,964 $1,448k Jun 30, 2019 Aug 6, 2019
Marble Harbor Investment Counsel LLC 6,950 $1,445k Jun 30, 2019 Aug 7, 2019
PFG Advisors LLC 6,609 $1,433k Jun 30, 2019 Aug 5, 2019
The Fiduciary Group LLC 6,860 $1,427k Jun 30, 2019 Aug 14, 2019
Omnistar Financial Group Inc 6,820 $1,418k Jun 30, 2019 Jul 30, 2019
Ascension Asset Management LLC 6,715 $1,397k Jun 30, 2019 Jul 23, 2019
Baker Ellis Asset Management LLC 6,599 $1,372k Jun 30, 2019 Aug 12, 2019
Polaris Greystone Financial Group LLC 6,486 $1,364k Jun 30, 2019 Jul 25, 2019
180 Wealth Advisors LLC 6,163 $1,312k Jun 30, 2019 Aug 5, 2019
Cubic Asset Management LLC 6,265 $1,303k Jun 30, 2019 Jul 29, 2019
Good Life Advisors LLC 6,247 $1,300k Jun 30, 2019 Aug 6, 2019
The O'Dell Group LLC 6,216 $1,293k Jun 30, 2019 Jul 24, 2019
Castle Rock Wealth Management LLC 6,128 $1,281k Jun 30, 2019 Aug 8, 2019
Intersect Capital LLC 6,074 $1,263k Jun 30, 2019 Aug 9, 2019
The Rock Creek Group LP 5,943 $1,236k Jun 30, 2019 Aug 14, 2019
Northstar Wealth Partners LLC 5,939 $1,235k Jun 30, 2019 Aug 15, 2019
American Financial Network Advisory Services LLC 5,932 $1,228k Jun 30, 2019 Aug 9, 2019
Founders Financial Securities LLC 5,884 $1,224k Jun 30, 2019 Jul 22, 2019
The Bollard Group LLC 5,870 $1,221k Jun 30, 2019 Aug 13, 2019
Baldwin Investment Management LLC 5,850 $1,217k Jun 30, 2019 Aug 6, 2019
Capital Investment Counsel Inc 5,848 $1,216k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 5,848 $1,216k Jun 30, 2019 Jul 26, 2019
Blue FIN Capital Inc 5,822 $1,210k Jun 30, 2019 Jul 22, 2019
Aldebaran Financial Inc 5,771 $1,200k Jun 30, 2019 Aug 14, 2019
Zevin Asset Management LLC 5,701 $1,186k Jun 30, 2019 Aug 6, 2019
FORT PITT Capital Group LLC 5,644 $1,174k Jun 30, 2019 Aug 9, 2019
Bell & Brown Wealth Advisors LLC 5,645 $1,174k Jun 30, 2019 Aug 6, 2019
Meristem Family Wealth LLC 5,567 $1,158k Jun 30, 2019 Aug 6, 2019
Accuvest Global Advisors 5,545 $1,153k Jun 30, 2019 Jul 17, 2019
Sunbelt Securities Inc 5,543 $1,153k Jun 30, 2019 Aug 1, 2019
Summit X 5,534 $1,148k Jun 30, 2019 Aug 13, 2019
Berkeley Capital Partners LLC 5,521 $1,148k Jun 30, 2019 Aug 8, 2019
E & G Advisors LP 5,491 $1,142k Jun 30, 2019 Jul 12, 2019
Wilkins Investment Counsel Inc 5,475 $1,139k Jun 30, 2019 Aug 9, 2019
HUGH Johnson Advisors LLC 5,471 $1,138k Jun 30, 2019 Aug 6, 2019
Searle & Co 5,449 $1,133k Jun 30, 2019 Jul 17, 2019
Accredited Investors Inc 5,339 $1,110k Jun 30, 2019 Aug 13, 2019
WE ARE One Seven LLC 5,333 $1,109k Jun 30, 2019 Jul 16, 2019
SFMG LLC 5,083 $1,103k Jun 30, 2019 Aug 5, 2019
Markston International LLC 5,278 $1,098k Jun 30, 2019 Aug 6, 2019
The Northstar Group Inc 5,246 $1,091k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 5,246 $1,091k Jun 30, 2019 Jul 12, 2019
Callahan Advisors LLC 5,200 $1,082k Jun 30, 2019 Jul 17, 2019
Ridgewood Investments LLC 5,187 $1,079k Jun 30, 2019 Jul 12, 2019
Calton & Associates Inc 5,135 $1,068k Jun 30, 2019 Jul 9, 2019
Woodmont Investment Counsel LLC 5,052 $1,051k Jun 30, 2019 Aug 14, 2019
Salem Capital Management Inc 5,050 $1,050k Jun 30, 2019 Jul 9, 2019
Hussman Strategic Advisors Inc 5,000 $1,040k Jun 30, 2019 Jul 31, 2019
Sandhill Capital Partners LLC 4,973 $1,034k Jun 30, 2019 Aug 13, 2019
Folger Nolan Fleming Douglas Capital Management Inc 4,930 $1,025k Jun 30, 2019 Aug 9, 2019
HGI Capital Management LLC 4,900 $1,019k Jun 30, 2019 Jul 26, 2019
Modera Wealth Management LLC 4,828 $1,004k Jun 30, 2019 Aug 7, 2019
Grandfield & DODD LLC 4,825 $1,003k Jun 30, 2019 Jul 29, 2019
First Heartland Consultants Inc 4,781 $994k Jun 30, 2019 Aug 12, 2019
Foster Dykema Cabot & Co Incorporated 4,757 $989k Jun 30, 2019 Aug 6, 2019
RB Capital Management LLC 4,751 $988k Jun 30, 2019 Aug 7, 2019
Terra NOVA Asset Management LLC 5,658 $972k Dec 31, 2018 Feb 15, 2019
Strategy Asset Managers LLC 4,663 $970k Jun 30, 2019 Aug 14, 2019
Tiemann Investment Advisors LLC 4,646 $966k Jun 30, 2019 Aug 13, 2019
Legacy Capital Partners Inc 4,630 $963k Jun 30, 2019 Jul 16, 2019
Wellesley Investment Partners LLC 4,625 $961k Jun 30, 2019 Aug 5, 2019
New England Research & Management Inc 4,599 $956k Jun 30, 2019 Jul 9, 2019
Strategic Capital Advisers Inc 4,500 $936k Jun 30, 2019 Jul 30, 2019
Argent Capital Management LLC 4,501 $936k Jun 30, 2019 Aug 15, 2019
Bienville Capital Management LLC 4,491 $934k Jun 30, 2019 Aug 14, 2019
Bridgeworth LLC 4,483 $932k Jun 30, 2019 Jul 25, 2019
Thomas White International Ltd 4,465 $929k Jun 30, 2019 Aug 13, 2019
Jaffetilchin Investment Partners LLC 4,457 $927k Jun 30, 2019 Aug 13, 2019
Tributary Capital Management LLC 4,400 $915k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 4,384 $912k Jun 30, 2019 Aug 13, 2019
Canal Capital Management LLC 4,361 $907k Jun 30, 2019 Jul 31, 2019
Aspiriant LLC 4,310 $895k Jun 30, 2019 Aug 6, 2019
Measured Wealth Private Client Group LLC 4,300 $894k Jun 30, 2019 Jul 26, 2019
Chatham Capital Group Inc 4,196 $873k Jun 30, 2019 Jul 24, 2019
Johanson Financial Advisors Inc 4,158 $870k Jun 30, 2019 Jul 29, 2019
Murphy Pohlad Asset Management LLC 4,178 $868k Jun 30, 2019 Aug 6, 2019
Bigelow Investment Advisors LLC 4,132 $859k Jun 30, 2019 Jul 17, 2019
WSFS Capital Management LLC 4,120 $857k Jun 30, 2019 Aug 14, 2019
Dorchester Wealth Management Company 4,018 $836k Jun 30, 2019 Jul 19, 2019
Integre Asset Management LLC 4,000 $832k Jun 30, 2019 Aug 14, 2019
PURE Financial Advisors Inc 3,985 $829k Jun 30, 2019 Jul 11, 2019
Buckley Wealth Management LLC 3,966 $825k Jun 30, 2019 Jul 19, 2019
Pagnatokarp Partners LLC 3,953 $822k Jun 30, 2019 Aug 8, 2019
Providence Wealth Advisors LLC 3,872 $811k Jun 30, 2019 Jul 22, 2019
Biltmore Family Office LLC 3,870 $805k Jun 30, 2019 Jul 31, 2019
Navellier & Associates Inc 3,866 $804k Jun 30, 2019 Jul 17, 2019
CAMG Solamere Management LLC 3,779 $785k Jun 30, 2019 Aug 13, 2019
Staley Capital Advisers Inc 3,669 $763k Jun 30, 2019 Aug 9, 2019
Strategic Financial Group LLC 3,660 $761k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 3,660 $761k Jun 30, 2019 Jul 29, 2019
BLB & B Advisors LLC 3,589 $746k Jun 30, 2019 Jul 29, 2019
Zweig-Dimenna Associates LLC 3,550 $738k Jun 30, 2019 Jul 10, 2019
Davidson Investment Advisors Inc 3,540 $736k Jun 30, 2019 Aug 13, 2019
Lourd Capital LLC 3,517 $731k Jun 30, 2019 Jul 11, 2019
Wealthplan Partners Inc 3,507 $731k Jun 30, 2019 Aug 19, 2019
Viking Fund Management LLC 3,500 $728k Jun 30, 2019 Jul 16, 2019
Drexel Morgan & Co 3,500 $728k Jun 30, 2019 Aug 8, 2019
Clear Harbor Asset Management LLC 3,498 $727k Jun 30, 2019 Jul 22, 2019
CI Global Investments Inc 3,492 $723k Sep 30, 2018 Nov 9, 2018
LBMC Investment Advisors LLC 3,438 $715k Jun 30, 2019 Jul 18, 2019
Resource Planning Group Ltd 3,419 $711k Jun 30, 2019 Jul 18, 2019
Acorn Wealth Advisors LLC 3,309 $695k Jun 30, 2019 Aug 14, 2019
Beech Hill Advisors Inc 3,341 $695k Jun 30, 2019 Jul 15, 2019
Fundx Investment Group LLC 3,330 $693k Jun 30, 2019 Aug 5, 2019
Diligent Investors LLC 3,282 $683k Jun 30, 2019 Aug 1, 2019
American Investment Services Inc 3,282 $683k Jun 30, 2019 Aug 6, 2019
Valmark Advisers Inc 3,277 $681k Jun 30, 2019 Aug 7, 2019
Santori & Peters Inc 3,257 $677k Jun 30, 2019 Jul 30, 2019
Apriem Advisors 3,246 $675k Jun 30, 2019 Aug 14, 2019
Gilbert & COOK Inc 3,200 $666k Jun 30, 2019 Aug 5, 2019
Steigerwald Gordon & KOCH Inc 3,189 $663k Jun 30, 2019 Jul 15, 2019
First Pacific Advisors LP 3,150 $655k Jun 30, 2019 Aug 14, 2019
FORT Point Capital Partners LLC 3,143 $654k Jun 30, 2019 Aug 9, 2019
Excalibur Management Corp 3,147 $654k Jun 30, 2019 Jul 26, 2019
Hamel Associates Inc 3,140 $653k Jun 30, 2019 Aug 5, 2019
American Asset Management Inc 3,135 $652k Jun 30, 2019 Jul 31, 2019
Partnervest Advisory Services LLC 3,130 $651k Jun 30, 2019 Aug 7, 2019
Telos Capital Management Inc 3,130 $651k Jun 30, 2019 Jul 19, 2019
Probity Advisors Inc 3,125 $650k Jun 30, 2019 Aug 8, 2019
Tokio Marine Asset Management USA Ltd 3,092 $643k Jun 30, 2019 Jul 25, 2019
Allen Investment Management LLC 3,078 $640k Jun 30, 2019 Aug 12, 2019
New England Private Wealth Advisors LLC 3,057 $638k Jun 30, 2019 Aug 8, 2019
American Money Management LLC 3,067 $638k Jun 30, 2019 Aug 12, 2019
Sovarnum Capital LP 3,000 $624k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 4,847 $624k Sep 30, 2016 Nov 4, 2016
Plancorp LLC 2,991 $622k Jun 30, 2019 Aug 13, 2019
Brasada Capital Management LP 2,931 $622k Jun 30, 2019 Aug 7, 2019
Smith & Howard Wealth Management LLC 2,978 $619k Jun 30, 2019 Jul 23, 2019
Guardian Capital Advisors LP 2,907 $616k Jun 30, 2019 Aug 14, 2019
Bingham Osborn & Scarborough LLC 2,953 $614k Jun 30, 2019 Aug 2, 2019
Cypress Wealth Services LLC 2,931 $610k Jun 30, 2019 Jul 24, 2019
Congress Park Capital LLC 2,808 $609k Jun 30, 2019 Aug 2, 2019
Ausdal Financial Partners Inc 2,776 $603k Jun 30, 2019 Aug 5, 2019
Newport Wealth Strategies Inc 2,791 $602k Jun 30, 2019 Jul 22, 2019
KJ Harrison & Partners USA Inc 2,875 $598k Jun 30, 2019 Aug 5, 2019
Paragon Wealth Strategies LLC 2,876 $598k Jun 30, 2019 Jul 17, 2019
Gideon Capital Advisors Inc 2,866 $596k Jun 30, 2019 Aug 14, 2019
GM Advisory Group Inc 2,858 $594k Jun 30, 2019 Aug 9, 2019
F3Logic LLC 2,852 $593k Jun 30, 2019 Aug 2, 2019
Clarkston Capital Partners LLC 2,833 $589k Jun 30, 2019 Jul 24, 2019
Allied Investment Advisors LLC 2,825 $588k Jun 30, 2019 Jul 17, 2019
Windsor Capital Management LLC 2,806 $583k Jun 30, 2019 Aug 2, 2019
The Family FIRM Inc 2,791 $580k Jun 30, 2019 Aug 6, 2019
Spears Abacus Advisors LLC 2,713 $564k Jun 30, 2019 Aug 9, 2019
DF DENT and Company Inc 2,684 $558k Jun 30, 2019 Aug 15, 2019
KCS Wealth Advisory LLC 2,682 $558k Jun 30, 2019 Jul 29, 2019
Managed Account Services Inc 2,607 $551k Jun 30, 2019 Jul 15, 2019
SWS Partners LLC 2,563 $550k Jun 30, 2019 Aug 13, 2019
Benin Management Corp 2,591 $539k Jun 30, 2019 Jul 31, 2019
LVW Advisors LLC 2,494 $519k Jun 30, 2019 Aug 14, 2019
Quadrant Private Wealth Management LLC 2,482 $516k Jun 30, 2019 Aug 13, 2019
Capital Planning Advisors LLC 2,453 $510k Jun 30, 2019 Aug 9, 2019
Morningstar Investment Services LLC 2,414 $502k Jun 30, 2019 Aug 13, 2019
Heritage Financial LLC 2,413 $502k Jun 30, 2019 Aug 13, 2019
Mountain Capital Investment Advisors Inc 2,402 $500k Jun 30, 2019 Aug 14, 2019
Midas Management Corporation 2,400 $499k Jun 30, 2019 Jul 9, 2019
Skylands Capital LLC 2,400 $499k Jun 30, 2019 Jul 29, 2019
Sterling Global Strategies LLC 2,602 $499k Mar 31, 2019 May 15, 2019
Gillespie Robinson & Grimm Inc 2,387 $496k Jun 30, 2019 Jul 22, 2019
Ballast Inc 2,384 $495k Jun 30, 2019 Jul 26, 2019
Wrapmanager Inc 2,358 $490k Jun 30, 2019 Jul 31, 2019
Transamerica Financial Advisors Inc 2,324 $484k Jun 30, 2019 Aug 21, 2019
Riverpoint Wealth Management Holdings LLC 2,254 $469k Jun 30, 2019 Aug 12, 2019
Kelman Lazarov Inc 2,254 $469k Jun 30, 2019 Jul 22, 2019
Alphastar Capital Management LLC 2,245 $467k Jun 30, 2019 Aug 14, 2019
COHO Partners Ltd 2,166 $450k Jun 30, 2019 Aug 8, 2019
Oak Ridge Investments LLC 2,164 $450k Jun 30, 2019 Aug 14, 2019
Independence Advisors LLC 2,158 $449k Jun 30, 2019 Aug 12, 2019
Independence Financial Advisors LLC 2,158 $449k Jun 30, 2019 Aug 12, 2019
Mcrae Capital Management Inc 2,155 $448k Jun 30, 2019 Jul 29, 2019
Copperwynd Financial LLC 2,110 $439k Jun 30, 2019 Aug 7, 2019
Piershale Financial Group Inc 2,088 $434k Jun 30, 2019 Jul 26, 2019
Access Financial Services Inc 2,048 $426k Jun 30, 2019 Jul 24, 2019
Wealth Alliance Advisory Group LLC 1,937 $424k Jun 30, 2019 Jul 17, 2019
Sippican Capital Advisors LLC 2,030 $422k Jun 30, 2019 Jul 17, 2019
Wealthtrust Axiom LLC 2,000 $415k Jun 30, 2019 Aug 7, 2019
Green Square Capital LLC 1,979 $412k Jun 30, 2019 Aug 14, 2019
CIM LLC 1,980 $412k Jun 30, 2019 Jul 22, 2019
First Western Capital Management Company 1,977 $411k Jun 30, 2019 Aug 14, 2019
ST Johns Investment Management Company LLC 1,965 $409k Jun 30, 2019 Jul 24, 2019
East Coast Asset Management LLC 1,960 $408k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 1,948 $406k Jun 30, 2019 Jul 19, 2019
Compass Capital Management Inc 1,946 $405k Jun 30, 2019 Jul 31, 2019
Cornell Pochily Investment Advisors Inc 1,942 $404k Jun 30, 2019 Jul 22, 2019
Cornerstone Advisory LLC 1,938 $403k Jun 30, 2019 Aug 8, 2019
Planning Directions Inc 1,928 $401k Jun 30, 2019 Jul 15, 2019
Sigma Investment Counselors Inc 1,892 $393k Jun 30, 2019 Jul 23, 2019
Southeast Asset Advisors Inc 1,883 $392k Jun 30, 2019 Aug 14, 2019
Elgethun Capital Management 1,875 $390k Jun 30, 2019 Aug 8, 2019
Highland Private Wealth Management 1,875 $390k Jun 30, 2019 Aug 13, 2019
Ifrah Financial Services Inc 1,871 $389k Jun 30, 2019 Aug 6, 2019
Harvest Capital Management Inc 1,865 $387k Jun 30, 2019 Aug 7, 2019
Pratt Collard Advisory Partners LLC 1,854 $386k Jun 30, 2019 Jul 16, 2019
Anchor Capital Advisors LLC 1,838 $382k Jun 30, 2019 Aug 1, 2019
Perritt Capital Management Inc 1,836 $382k Jun 30, 2019 Aug 13, 2019
Global Endowment Management LP 1,820 $379k Jun 30, 2019 Aug 12, 2019
Vivaldi Capital Management LLC 1,824 $379k Jun 30, 2019 Aug 14, 2019
Gradient Capital Advisors LLC 1,813 $377k Jun 30, 2019 Jul 16, 2019
Epstein and White Financial LLC 1,807 $374k Jun 30, 2019 Jul 19, 2019
Torch Wealth Management LLC 1,758 $366k Jun 30, 2019 Aug 2, 2019
Huber Financial Advisors LLC 1,749 $364k Jun 30, 2019 Aug 5, 2019
Armbruster Capital Management Inc 1,698 $353k Jun 30, 2019 Jul 18, 2019
SAND Hill Global Advisors LLC 1,675 $348k Jun 30, 2019 Aug 13, 2019
Overbrook Management Corporation 1,675 $348k Jun 30, 2019 Aug 13, 2019
Triangle Securities Wealth Management 1,629 $347k Jun 30, 2019 Jul 10, 2019
Smith Salley & Associates LLC 1,670 $347k Jun 30, 2019 Jul 12, 2019
Lehman Financial Resources Inc 1,675 $347k Sep 30, 2018 Nov 14, 2018
Seizert Capital Partners LLC 1,659 $345k Jun 30, 2019 Aug 6, 2019
The WEIL Company 1,625 $338k Jun 30, 2019 Aug 12, 2019
New England Asset Management Inc 1,615 $336k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 1,606 $334k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 1,606 $334k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 1,606 $334k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 1,606 $334k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 1,606 $334k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 1,606 $334k Jun 30, 2019 Aug 14, 2019
Jackson Grant Investment Advisers Inc 1,597 $332k Jun 30, 2019 Aug 13, 2019
Lombard Odier Transatlantic Limited 2,500 $322k Sep 30, 2016 Nov 14, 2016
Strategic Financial Services Inc 1,535 $319k Jun 30, 2019 Aug 13, 2019
Stillwater Investment Management LLC 1,524 $317k Jun 30, 2019 Jul 3, 2019
BSW Wealth Partners LLC 1,510 $314k Jun 30, 2019 Aug 13, 2019
Conservest Capital Advisors Inc 1,502 $312k Jun 30, 2019 Jul 10, 2019
Oarsman Capital Inc 1,492 $310k Jun 30, 2019 Aug 13, 2019
Round Table Services LLC 1,484 $309k Jun 30, 2019 Jul 17, 2019
Inspirion Wealth Advisors LLC 1,485 $309k Jun 30, 2019 Jul 15, 2019
Peterson Wealth Advisors LLC 1,474 $307k Jun 30, 2019 Jul 15, 2019
Rainey & Randall Investment Management Inc 1,452 $302k Jun 30, 2019 Jul 18, 2019
Bourne LENT Asset Management Inc 1,450 $302k Jun 30, 2019 Jul 29, 2019
Summit Asset Management LLC 1,438 $299k Jun 30, 2019 Aug 7, 2019
Edgemoor Investment Advisors Inc 1,434 $298k Jun 30, 2019 Aug 9, 2019
Poehling Capital Management Inc 1,425 $296k Jun 30, 2019 Aug 9, 2019
WELA Strategies Inc 1,424 $296k Jun 30, 2019 Jul 18, 2019
Cobiz Wealth LLC 1,407 $293k Jun 30, 2019 Jul 8, 2019
Edgestream Partners LP 1,405 $292k Jun 30, 2019 Aug 8, 2019
Northrock Partners LLC 1,399 $291k Jun 30, 2019 Aug 12, 2019
Cranbrook Wealth Management LLC 1,360 $283k Jun 30, 2019 Aug 7, 2019
The Financial Consulate Inc 1,337 $278k Jun 30, 2019 Jul 24, 2019
LGL Partners LLC 1,330 $277k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 1,601 $276k Dec 31, 2018 Feb 13, 2019
Doliver Capital Advisors LP 1,325 $276k Jun 30, 2019 Jul 25, 2019
Camelot Portfolios LLC 1,322 $275k Jun 30, 2019 Jul 19, 2019
Advisory Alpha LLC 1,292 $275k Jun 30, 2019 Aug 16, 2019
STA Wealth Management LLC 1,313 $273k Jun 30, 2019 Aug 14, 2019
Cardan Capital Partners LLC 1,305 $271k Jun 30, 2019 Jul 16, 2019
SRB Corporation 1,283 $267k Jun 30, 2019 Aug 14, 2019
Mcmillion Capital Management Inc 1,275 $265k Jun 30, 2019 Jul 25, 2019
Dumont & Blake Investment Advisors LLC 1,270 $264k Jun 30, 2019 Aug 1, 2019
Hunter Associates Investment Management LLC 1,265 $263k Jun 30, 2019 Aug 8, 2019
Alliance Wealth Management Group LLC 1,260 $262k Jun 30, 2019 Aug 12, 2019
Wealth and Pension Services Group Inc 1,248 $260k Jun 30, 2019 Aug 15, 2019
Summit Financial Wealth Advisors LLC 1,237 $257k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 1,237 $257k Jun 30, 2019 Jul 16, 2019
Lenox Wealth Advisors LLC 1,234 $257k Jun 30, 2019 Jul 12, 2019
Uncommon Cents Investing LLC 1,233 $256k Jun 30, 2019 Jul 12, 2019
Leonard Rickey Investment Advisors PLLC 1,214 $252k Jun 30, 2019 Jul 10, 2019
Prelude Capital Management LLC 1,200 $250k Put Jun 30, 2019 Aug 14, 2019
Conestoga Capital Advisors LLC 1,200 $250k Jun 30, 2019 Aug 2, 2019
Miles Capital Inc 1,180 $245k Jun 30, 2019 Aug 13, 2019
White Pine Capital LLC 1,178 $245k Jun 30, 2019 Aug 14, 2019
DOCK Street Asset Management Inc 1,178 $245k Jun 30, 2019 Jul 31, 2019
Portland Global Advisors LLC 1,167 $243k Jun 30, 2019 Jul 26, 2019
Oakmont Corporation 1,170 $243k Jun 30, 2019 Aug 1, 2019
van Strum & Towne Inc 1,164 $242k Jun 30, 2019 Aug 12, 2019
Paulson Wealth Management Inc 1,122 $239k Jun 30, 2019 Jul 30, 2019
IRON Financial LLC 1,240 $238k Jun 30, 2019 Aug 2, 2019
Vishria BIRD Financial Group LLC 1,145 $238k Jun 30, 2019 Jul 15, 2019
Clear Perspective Advisors LLC 1,136 $236k Jun 30, 2019 Aug 12, 2019
Evanson Asset Management LLC 1,126 $234k Jun 30, 2019 Jul 11, 2019
Tufton Capital Management LLC 1,117 $232k Jun 30, 2019 Jul 26, 2019
Wellington Shields & Co LLC 1,116 $232k Jun 30, 2019 Aug 8, 2019
Mccollum Christoferson Group LLC 1,110 $231k Jun 30, 2019 Jul 11, 2019
Edgewood Management LLC 1,097 $228k Jun 30, 2019 Aug 12, 2019
GSB Wealth Management LLC 1,085 $226k Jun 30, 2019 Aug 9, 2019
Lexaurum Advisors LLC 1,059 $220k Jun 30, 2019 Jul 19, 2019
West Coast Financial LLC 1,055 $219k Jun 30, 2019 Jul 16, 2019
The Mathes Company Inc 1,050 $218k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 1,042 $217k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 1,042 $217k Jun 30, 2019 Jul 29, 2019
Golub Group LLC 1,025 $213k Jun 30, 2019 Aug 13, 2019
Dragon Financial and Investment Group LLC 1,009 $209k Sep 30, 2018 Oct 19, 2018
The Central Trust Bank 1,000 $208k Jun 30, 2019 Jul 16, 2019
Montag & Caldwell LLC 1,000 $208k Jun 30, 2019 Aug 1, 2019
Thomas Story and SON LLC 1,000 $208k Jun 30, 2019 Jul 29, 2019
Alesco Advisors LLC 993 $207k Jun 30, 2019 Aug 14, 2019
Dividend Assets Capital LLC 977 $203k Jun 30, 2019 Jul 12, 2019
Signature Estate & Investment Advisors LLC 901 $187k Jun 30, 2019 Aug 1, 2019
Dearborn Partners LLC 841 $175k Jun 30, 2019 Jul 29, 2019
Hallmark Capital Management Inc 830 $173k Jun 30, 2019 Aug 8, 2019
Stelac Advisory Services LLC 615 $128k Jun 30, 2019 Jul 29, 2019
Arlington Partners LLC 544 $113k Jun 30, 2019 Jul 10, 2019
Horan Securities Inc 543 $113k Jun 30, 2019 Jul 24, 2019
Beacon Capital Management LLC 510 $106k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 510 $106k Jun 30, 2019 Jul 18, 2019
HMS Capital Management LLC 400 $83k Put Jun 30, 2019 Jul 12, 2019
Avondale Wealth Management LLC 389 $81k Jun 30, 2019 Jul 26, 2019
Summit Financial Group Inc 355 $74k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 355 $74k Jun 30, 2019 Jul 3, 2019
Newsquare Capital LLC 332 $69k Jun 30, 2019 Aug 20, 2019
Cipher Capital LP 310 $64k Jun 30, 2019 Aug 13, 2019
Magellan Asset Management Limited 285 $59k Jun 30, 2019 Aug 13, 2019
Arbor Wealth Management LLC 229 $48k Jun 30, 2019 Jul 16, 2019
Stevens First Principles Investment Advisors 199 $41k Jun 30, 2019 Jul 22, 2019
Permanens Capital LP 167 $35k Jun 30, 2019 Aug 9, 2019
Stewart & Patten Co LLC 140 $29k Jun 30, 2019 Jul 17, 2019
Cacti Asset Management LLC 100 $21k Jun 30, 2019 Jul 1, 2019
Quadrant Capital Management LLC 75 $16k Jun 30, 2019 Aug 8, 2019
Northstar Asset Management LLC 60 $12k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 60 $12k Jun 30, 2019 Jul 16, 2019
Colonial Trust Advisors Inc 45 $9k Jun 30, 2019 Aug 21, 2019
Kopernik Global Investors LLC 4,200 $7k Put Jun 30, 2019 Aug 14, 2019
RPG Investment Advisory LLC 25 $5k Jun 30, 2019 Jul 10, 2019
Litman Gregory Asset Management LLC 14 $3k Jun 30, 2019 Jul 31, 2019
Spiderrock Advisors LLC 1,600 $2k Put Jun 30, 2019 Jul 29, 2019
and Wealth Partners LLC 1,100 $1k Put Jun 30, 2019 Aug 6, 2019
Independent Advisor Alliance LLC 3,603 $1k Jun 30, 2019 Aug 12, 2019
Private Wealth Partners LLC 1,100 $1k Put Jun 30, 2019 Aug 6, 2019

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