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 LLC | 109,600 | $21,383k | Jun 30, 2018 | Aug 14, 2018 | |
Impax Asset Management Ltd | 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 Inc | 104,600 | $20,072k | Mar 31, 2019 | May 13, 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 | |
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 USA Ltd | 56,680 | $10,876k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments 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 Investment Management LLC | 50,618 | $10,527k | Jun 30, 2019 | Aug 12, 2019 | |
Sentry Management Inc | 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 Advisors LLC | 30,851 | $6,416k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Investment 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 Management Group Inc | 21,945 | $4,564k | Jun 30, 2019 | Aug 2, 2019 | |
Spectrum Group Management LLC | 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 Group Advisors LLC | 16,363 | $3,403k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment 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 Financial Advisors LLC | 13,936 | $2,898k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship 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 | |
SPC Financial Inc | 12,732 | $2,648k | Jun 30, 2019 | Aug 1, 2019 | |
Meridian Investment Counsel Inc | 12,731 | $2,648k | Jun 30, 2019 | Aug 13, 2019 | |
Osborne Partners Capital Management LLC | 12,610 | $2,622k | Jun 30, 2019 | Jul 18, 2019 | |
Private Wealth Advisors Inc | 12,560 | $2,612k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Inc | 12,560 | $2,612k | Jun 30, 2019 | Aug 7, 2019 | |
Private Wealth Advisors LLC | 12,560 | $2,612k | Jun 30, 2019 | Aug 7, 2019 | |
Wealth Advisors Group LLC | 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 & Investment Advisors Inc | 6,980 | $1,452k | Jun 30, 2019 | Jul 30, 2019 | |
Private Advisors LLC | 6,980 | $1,452k | Jun 30, 2019 | Jul 30, 2019 | |
Advisors Financial Inc | 6,980 | $1,452k | Jun 30, 2019 | Jul 30, 2019 | |
The Financial Advisors LLC | 6,980 | $1,452k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors Inc | 6,980 | $1,452k | Jun 30, 2019 | Jul 30, 2019 | |
Trust Advisors LLC | 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 | |
Bell & Brown Wealth Advisors LLC | 5,645 | $1,174k | Jun 30, 2019 | Aug 6, 2019 | |
FORT PITT Capital Group LLC | 5,644 | $1,174k | Jun 30, 2019 | Aug 9, 2019 | |
Meristem Family Wealth LLC | 5,567 | $1,158k | Jun 30, 2019 | Aug 6, 2019 | |
Sunbelt Securities Inc | 5,543 | $1,153k | Jun 30, 2019 | Aug 1, 2019 | |
Accuvest Global Advisors | 5,545 | $1,153k | Jun 30, 2019 | Jul 17, 2019 | |
Berkeley Capital Partners LLC | 5,521 | $1,148k | Jun 30, 2019 | Aug 8, 2019 | |
Summit X | 5,534 | $1,148k | Jun 30, 2019 | Aug 13, 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 | |
Argent Capital Management LLC | 4,501 | $936k | Jun 30, 2019 | Aug 15, 2019 | |
Strategic Capital Advisers Inc | 4,500 | $936k | Jun 30, 2019 | Jul 30, 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 | |
Beech Hill Advisors Inc | 3,341 | $695k | Jun 30, 2019 | Jul 15, 2019 | |
Acorn Wealth Advisors LLC | 3,309 | $695k | Jun 30, 2019 | Aug 14, 2019 | |
Fundx Investment Group LLC | 3,330 | $693k | Jun 30, 2019 | Aug 5, 2019 | |
American Investment Services Inc | 3,282 | $683k | Jun 30, 2019 | Aug 6, 2019 | |
Diligent Investors LLC | 3,282 | $683k | Jun 30, 2019 | Aug 1, 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 | |
Excalibur Management Corp | 3,147 | $654k | Jun 30, 2019 | Jul 26, 2019 | |
FORT Point Capital Partners LLC | 3,143 | $654k | Jun 30, 2019 | Aug 9, 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 | |
American Money Management LLC | 3,067 | $638k | Jun 30, 2019 | Aug 12, 2019 | |
New England Private Wealth Advisors LLC | 3,057 | $638k | Jun 30, 2019 | Aug 8, 2019 | |
Ancora Family Wealth Advisors LLC | 4,847 | $624k | Sep 30, 2016 | Nov 4, 2016 | |
Sovarnum Capital LP | 3,000 | $624k | Jun 30, 2019 | Aug 14, 2019 | |
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 | |
Paragon Wealth Strategies LLC | 2,876 | $598k | Jun 30, 2019 | Jul 17, 2019 | |
KJ Harrison & Partners USA Inc | 2,875 | $598k | Jun 30, 2019 | Aug 5, 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 | |
Kelman Lazarov Inc | 2,254 | $469k | Jun 30, 2019 | Jul 22, 2019 | |
Riverpoint Wealth Management Holdings LLC | 2,254 | $469k | Jun 30, 2019 | Aug 12, 2019 | |
Alphastar Capital Management LLC | 2,245 | $467k | Jun 30, 2019 | Aug 14, 2019 | |
Oak Ridge Investments LLC | 2,164 | $450k | Jun 30, 2019 | Aug 14, 2019 | |
COHO Partners Ltd | 2,166 | $450k | Jun 30, 2019 | Aug 8, 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 | |
Highland Private Wealth Management | 1,875 | $390k | Jun 30, 2019 | Aug 13, 2019 | |
Elgethun Capital Management | 1,875 | $390k | Jun 30, 2019 | Aug 8, 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 | |
Perritt Capital Management Inc | 1,836 | $382k | Jun 30, 2019 | Aug 13, 2019 | |
Anchor Capital Advisors LLC | 1,838 | $382k | Jun 30, 2019 | Aug 1, 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 | |
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 | |
Triangle Securities Wealth Management | 1,629 | $347k | Jun 30, 2019 | Jul 10, 2019 | |
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 | |
Private Asset Management Inc | 1,606 | $334k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management 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 | |
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 | |
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 | |
Bourne LENT Asset Management Inc | 1,450 | $302k | Jun 30, 2019 | Jul 29, 2019 | |
Rainey & Randall Investment Management Inc | 1,452 | $302k | Jun 30, 2019 | Jul 18, 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 | |
Doliver Capital Advisors LP | 1,325 | $276k | Jun 30, 2019 | Jul 25, 2019 | |
Signature Financial Management Inc | 1,601 | $276k | Dec 31, 2018 | Feb 13, 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 | |
Lenox Wealth Advisors LLC | 1,234 | $257k | Jun 30, 2019 | Jul 12, 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 | |
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 | |
Conestoga Capital Advisors LLC | 1,200 | $250k | Jun 30, 2019 | Aug 2, 2019 | |
Prelude Capital Management LLC | 1,200 | $250k | Put | Jun 30, 2019 | Aug 14, 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 | |
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 | |
The Central Trust Bank | 1,000 | $208k | Jun 30, 2019 | Jul 16, 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 | |
Horan Securities Inc | 543 | $113k | Jun 30, 2019 | Jul 24, 2019 | |
Arlington Partners LLC | 544 | $113k | Jun 30, 2019 | Jul 10, 2019 | |
Beacon Capital Management Inc | 510 | $106k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 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 Inc | 60 | $12k | Jun 30, 2019 | Jul 16, 2019 | |
Northstar Asset Management LLC | 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 |
Private Wealth Partners LLC | 1,100 | $1k | Put | Jun 30, 2019 | Aug 6, 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 |