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ISHARES TR CORE S&P500 ETF
(464287200)

Funds Reporting Holdings of ISHARES TR CORE S&P500 ETF according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 39,358 $11,601,000k Jun 30, 2019 Jul 23, 2019
Tower Bridge Advisors Inc 4,495 $1,324,933k Jun 30, 2019 Aug 6, 2019
Jasper Ridge Partners LP 2,952,561 $870,267k Jun 30, 2019 Aug 9, 2019
QS Investors LLC 2,574,274 $758,768k Jun 30, 2019 Aug 14, 2019
Bridgewater Associates LP 2,186,917 $644,594k Jun 30, 2019 Aug 13, 2019
Choate Investment Advisors LLC 1,614,357 $475,832k Jun 30, 2019 Aug 14, 2019
Alesco Advisors LLC 1,355,683 $399,588k Jun 30, 2019 Aug 14, 2019
Global Atlantic Investment Advisors LLC 1,535,538 $334,072k Sep 30, 2016 Nov 14, 2016
Riverfront Investment Group LLC 1,024,465 $301,960k Jun 30, 2019 Jul 24, 2019
Stadion Money Management LLC 930,717 $274,329k Jun 30, 2019 Aug 14, 2019
Wealth Enhancement Advisory Services LLC 739,117 $224,114k Jun 30, 2019 Aug 2, 2019
Cambridge Investment Research Advisors Inc 654,570 $192,935k Jun 30, 2019 Aug 15, 2019
Brightworth LLC 590,225 $173,969k Jun 30, 2019 Jul 31, 2019
Sigma Investment Counselors Inc 565,454 $166,668k Jun 30, 2019 Jul 23, 2019
The Swarthmore Group Inc 522,025 $153,867k Jun 30, 2019 Jul 25, 2019
Bingham Osborn & Scarborough LLC 492,192 $145,074k Jun 30, 2019 Aug 2, 2019
Merriman Wealth Management LLC 47,521 $141,291k Jun 30, 2019 Jul 31, 2019
LBMC Investment Advisors LLC 442,343 $130,381k Jun 30, 2019 Jul 18, 2019
Calamos Wealth Management LLC 418,788 $123,438k Jun 30, 2019 Aug 7, 2019
3Edge Asset Management LP 305,256 $89,974k Jun 30, 2019 Aug 7, 2019
Partners Capital Investment Group LLP 303,007 $89,311k Jun 30, 2019 Aug 12, 2019
Bronfman EL Rothschild LP 292,085 $86,092k Jun 30, 2019 Aug 12, 2019
Cahaba Wealth Management Inc 264,037 $77,824k Jun 30, 2019 Jul 31, 2019
Adviceperiod LLC 251,027 $73,990k Jun 30, 2019 Jul 22, 2019
Tortoise Investment Management LLC 239,506 $70,595k Jun 30, 2019 Aug 7, 2019
Gilbert & COOK Inc 232,581 $68,553k Jun 30, 2019 Aug 5, 2019
Rezny Wealth Management Inc 218,059 $64,273k Jun 30, 2019 Jul 24, 2019
Stratford Consulting LLC 214,370 $63,186k Jun 30, 2019 Aug 2, 2019
Stillwater Investment Management LLC 207,417 $61,136k Jun 30, 2019 Jul 3, 2019
Epstein and White Financial LLC 194,872 $56,952k Jun 30, 2019 Jul 19, 2019
Mcnamara Financial Services Inc 191,520 $54,499k Jun 30, 2019 Jul 12, 2019
Phillips Financial Management LLC 179,832 $53,462k Jun 30, 2019 Aug 6, 2019
ALPS Advisors Inc 179,964 $53,044k Jun 30, 2019 Aug 7, 2019
BSW Wealth Partners LLC 177,863 $52,425k Jun 30, 2019 Aug 13, 2019
Doliver Capital Advisors LP 162,545 $47,910k Jun 30, 2019 Jul 25, 2019
Sigfig Wealth Management LLC 160,799 $47,396k Jun 30, 2019 Aug 5, 2019
Twele Capital Management Inc 159,100 $46,895k Jun 30, 2019 Jul 18, 2019
Accuvest Global Advisors 156,185 $46,036k Jun 30, 2019 Jul 17, 2019
Verger Capital Management LLC 147,708 $43,537k Jun 30, 2019 Jul 19, 2019
Parker Investment Management LLC 146,883 $43,294k Jun 30, 2019 Aug 15, 2019
Accredited Investors Inc 142,098 $41,883k Jun 30, 2019 Aug 13, 2019
Litman Gregory Asset Management LLC 140,312 $41,357k Jun 30, 2019 Jul 31, 2019
Strategic Investment Management LLC 132,880 $39,166k Jun 30, 2019 Aug 7, 2019
Strategic Financial Management LLC 132,880 $39,166k Jun 30, 2019 Aug 7, 2019
WELA Strategies Inc 131,335 $38,711k Jun 30, 2019 Jul 18, 2019
RKL Wealth Management LLC 125,974 $37,132k Jun 30, 2019 Aug 2, 2019
Avondale Wealth Management LLC 119,864 $35,330k Jun 30, 2019 Jul 26, 2019
Emery & Howard Portfolio Management 118,541 $34,940k Jun 30, 2019 Aug 9, 2019
Aspiriant LLC 117,422 $34,604k Jun 30, 2019 Aug 6, 2019
Summit Financial Strategies Inc 112,625 $33,196k Jun 30, 2019 Aug 8, 2019
Harfst and Associates Inc 106,545 $31,404k Jun 30, 2019 Aug 14, 2019
Futureadvisor Inc 162,751 $31,364k Sep 30, 2015 Nov 17, 2015
Morningstar Investment Services LLC 104,732 $30,870k Jun 30, 2019 Aug 13, 2019
Advanced Asset Management Advisors Inc 101,586 $29,942k Jun 30, 2019 Aug 2, 2019
Wellesley Investment Partners LLC 98,428 $29,011k Jun 30, 2019 Aug 5, 2019
WSFS Capital Management LLC 97,496 $28,737k Jun 30, 2019 Aug 14, 2019
Kayne Anderson Rudnick Investment Management LLC 94,645 $27,923k Jun 30, 2019 Aug 14, 2019
Good Life Advisors LLC 94,574 $27,884k Jun 30, 2019 Aug 6, 2019
Nottingham Advisors Inc 92,485 $27,260k Jun 30, 2019 Jul 17, 2019
Paragon Wealth Strategies LLC 82,238 $24,240k Jun 30, 2019 Jul 17, 2019
DAY & Ennis LLC 81,302 $23,964k Jun 30, 2019 Aug 2, 2019
The Fiduciary Group LLC 80,786 $23,812k Jun 30, 2019 Aug 14, 2019
Stone House Investment Management LLC 80,708 $23,789k Jun 30, 2019 Jul 9, 2019
Round Table Services LLC 79,880 $23,545k Jun 30, 2019 Jul 17, 2019
Cougar Global Investments Limited 77,465 $22,833k Jun 30, 2019 Jul 15, 2019
Beacon Investment Advisory Services Inc 74,843 $22,060k Jun 30, 2019 Aug 7, 2019
Klingman and Associates LLC 73,153 $21,562k Jun 30, 2019 Jul 24, 2019
Strategic Point Investment Advisors LLC 70,905 $20,899k Jun 30, 2019 Aug 14, 2019
Cranbrook Wealth Management LLC 69,917 $20,608k Jun 30, 2019 Aug 7, 2019
Interactive Financial Advisors Inc 68,053 $20,059k Jun 30, 2019 Jul 17, 2019
Keeley-Teton Advisors LLC 65,563 $19,325k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisory LLC 63,197 $18,627k Jun 30, 2019 Aug 8, 2019
FFT Wealth Management LLC 61,583 $18,152k Jun 30, 2019 Aug 14, 2019
Janus Capital Management LLC 75,785 $17,982k Mar 31, 2017 May 16, 2017
Vision Capital Management Inc 60,678 $17,885k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Corporation 60,678 $17,885k Jun 30, 2019 Jul 29, 2019
The London Company of Virginia LLC 60,304 $17,775k Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 60,130 $17,723k Jun 30, 2019 Aug 9, 2019
Monetta Financial Services Inc 60,000 $17,685k Jun 30, 2019 Aug 9, 2019
Meristem Family Wealth LLC 59,481 $17,532k Jun 30, 2019 Aug 6, 2019
Windsor Capital Management LLC 58,009 $17,098k Jun 30, 2019 Aug 2, 2019
Cadinha & Co LLC 57,797 $17,036k Jun 30, 2019 Aug 9, 2019
SAND Hill Global Advisors LLC 57,203 $16,861k Jun 30, 2019 Aug 13, 2019
Pagnatokarp Partners LLC 56,956 $16,788k Jun 30, 2019 Aug 8, 2019
The Relaxing Retirement Coach Inc 55,573 $16,381k Jun 30, 2019 Aug 5, 2019
Managed Account Services Inc 54,420 $16,332k Jun 30, 2019 Jul 15, 2019
Baring International Investment Ltd 82,316 $16,238k Jun 30, 2014 Jul 21, 2014
Cobiz Wealth LLC 53,366 $15,730k Jun 30, 2019 Jul 8, 2019
Mckinley Carter Wealth Services Inc 53,132 $15,661k Jun 30, 2019 Aug 2, 2019
Measured Wealth Private Client Group LLC 49,360 $14,549k Jun 30, 2019 Jul 26, 2019
Athena Capital Advisors LLC 48,154 $14,193k Jun 30, 2019 Aug 9, 2019
North American Management Corp 46,229 $13,626k Jun 30, 2019 Jul 30, 2019
The Genwealth Group Inc 45,131 $13,459k Jun 30, 2019 Jul 10, 2019
Modera Wealth Management LLC 45,305 $13,354k Jun 30, 2019 Aug 7, 2019
Riverpoint Wealth Management Holdings LLC 45,288 $13,349k Jun 30, 2019 Aug 12, 2019
Burleson & Company LLC 44,300 $13,136k Jun 30, 2019 Aug 5, 2019
Rossmore Private Capital LLC 43,059 $12,692k Jun 30, 2019 Aug 5, 2019
Evermay Wealth Management LLC 42,322 $12,474k Jun 30, 2019 Jul 23, 2019
Wealth Alliance Advisory Group LLC 40,910 $12,374k Jun 30, 2019 Jul 17, 2019
Gradient Capital Advisors LLC 41,330 $12,182k Jun 30, 2019 Jul 16, 2019
BEL AIR Investment Advisors LLC 71,940 $12,151k Sep 30, 2013 Nov 12, 2013
Acropolis Investment Management LLC 37,399 $11,023k Jun 30, 2019 Jul 11, 2019
Dimeo Schneider & Associates LLC 37,111 $10,938k Jun 30, 2019 Aug 13, 2019
Annex Advisory Services LLC 36,643 $10,802k Jun 30, 2019 Jul 18, 2019
Fulcrum Capital LLC 35,784 $10,547k Jun 30, 2019 Jul 29, 2019
Tricadia Capital Management LLC 35,500 $10,464k Jun 30, 2019 Aug 5, 2019
Cooper/Haims Advisors LLC 34,437 $10,150k Jun 30, 2019 Jul 26, 2019
Fifth Third Securities Inc 33,907 $9,994k Jun 30, 2019 Jul 30, 2019
Mount Yale Investment Advisors LLC 34,056 $9,865k Jun 30, 2019 Aug 13, 2019
Lehman Financial Resources Inc 32,569 $9,534k Sep 30, 2018 Nov 14, 2018
SFMG LLC 31,215 $9,482k Jun 30, 2019 Aug 5, 2019
The Family FIRM Inc 32,119 $9,467k Jun 30, 2019 Aug 6, 2019
Birch Hill Investment Advisors LLC 31,816 $9,378k Jun 30, 2019 Jul 22, 2019
Cypress Wealth Services LLC 31,744 $9,356k Jun 30, 2019 Jul 24, 2019
JMG Financial Group Ltd 31,048 $9,151k Jun 30, 2019 Aug 2, 2019
CPWM LLC 30,975 $9,130k Jun 30, 2019 Aug 2, 2019
ELM Advisors LLC 29,951 $8,828k Jun 30, 2019 Jul 3, 2019
LVW Advisors LLC 29,860 $8,801k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 28,781 $8,483k Jun 30, 2019 Aug 14, 2019
Secrest Blakey & Associates LLC 28,564 $8,419k Jun 30, 2019 Aug 13, 2019
EP Wealth Advisors LLC 27,410 $8,079k Jun 30, 2019 Aug 27, 2019
Pinnacle Family Advisors LLC 27,013 $7,962k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 26,614 $7,845k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 25,851 $7,619k Jun 30, 2019 Aug 6, 2019
Dimension Capital Management LLC 25,771 $7,595k Jun 30, 2019 Aug 12, 2019
The Rock Creek Group LP 25,718 $7,580k Jun 30, 2019 Aug 14, 2019
Coyle Financial Counsel LLC 25,306 $7,459k Jun 30, 2019 Aug 13, 2019
LGL Partners LLC 25,051 $7,384k Jun 30, 2019 Aug 14, 2019
Makena Capital Management LLC 24,983 $7,313k Sep 30, 2018 Nov 13, 2018
Vestor Capital LLC 24,807 $7,312k Jun 30, 2019 Aug 6, 2019
Newfocus Financial Group LLC 24,762 $7,299k Jun 30, 2019 Jul 23, 2019
Strategic Financial Group LLC 24,440 $7,204k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 24,440 $7,204k Jun 30, 2019 Jul 29, 2019
Cornerstone Investment Advisors LLC 25,000 $7,114k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 25,000 $7,114k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 25,000 $7,114k Mar 31, 2019 May 13, 2019
CAMG Solamere Management LLC 22,916 $6,752k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 22,397 $6,601k Jun 30, 2019 Aug 9, 2019
Venturi Wealth Management LLC 22,313 $6,577k Jun 30, 2019 Aug 7, 2019
BFSG LLC 22,278 $6,566k Jun 30, 2019 Jul 30, 2019
New England Asset Management Inc 21,605 $6,368k Jun 30, 2019 Aug 14, 2019
Ironwood Wealth Management LLC 21,532 $6,346k Jun 30, 2019 Aug 14, 2019
F3Logic LLC 20,876 $6,159k Jun 30, 2019 Aug 2, 2019
Alphastar Capital Management LLC 20,876 $6,153k Jun 30, 2019 Aug 14, 2019
Stokes & Hubbell Capital Management LLC 21,406 $6,091k Mar 31, 2019 Apr 24, 2019
BECK Capital Management LLC 20,429 $6,021k Jun 30, 2019 Aug 14, 2019
West Coast Financial LLC 20,366 $6,003k Jun 30, 2019 Jul 16, 2019
Boston Research and Management Inc 20,278 $5,976k Jun 30, 2019 Aug 7, 2019
SWS Partners LLC 19,769 $5,943k Jun 30, 2019 Aug 13, 2019
Peterson Wealth Advisors LLC 19,924 $5,873k Jun 30, 2019 Jul 15, 2019
Lifeplan Financial Group Inc 19,822 $5,843k Jun 30, 2019 Jul 15, 2019
Wealthplan Partners Inc 19,770 $5,818k Jun 30, 2019 Aug 19, 2019
Fernwood Investment Management LLC 19,244 $5,672k Jun 30, 2019 Aug 1, 2019
Armbruster Capital Management Inc 19,143 $5,642k Jun 30, 2019 Jul 18, 2019
Bluesky Wealth Advisors LLC 18,919 $5,576k Jun 30, 2019 Aug 5, 2019
Telos Capital Management Inc 18,908 $5,573k Jun 30, 2019 Jul 19, 2019
Middleton & Company Inc 18,670 $5,503k Jun 30, 2019 Jul 25, 2019
Private Wealth Advisors Inc 17,964 $5,295k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 17,964 $5,295k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 17,964 $5,295k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 17,964 $5,295k Jun 30, 2019 Aug 7, 2019
Chesley TAFT & Associates LLC 17,369 $5,120k Jun 30, 2019 Jul 10, 2019
Ballew Advisors Inc 16,564 $5,010k Jun 30, 2019 Jul 17, 2019
Peak Asset Management LLC 16,941 $4,993k Jun 30, 2019 Aug 15, 2019
KMS Financial Services Inc 24,525 $4,862k Sep 30, 2014 Nov 17, 2014
Mitchell Capital Management Co 15,929 $4,695k Jun 30, 2019 Jul 24, 2019
Carnick & Kubik Group LLC 15,659 $4,615k Jun 30, 2019 Jul 30, 2019
Condor Capital Management 15,623 $4,605k Jun 30, 2019 Aug 5, 2019
Moneywise Inc 15,290 $4,507k Jun 30, 2019 Jul 17, 2019
van Hulzen Asset Management LLC 15,251 $4,495k Jun 30, 2019 Aug 8, 2019
Canal Capital Management LLC 14,424 $4,252k Jun 30, 2019 Jul 31, 2019
Founders Financial Securities LLC 13,942 $4,109k Jun 30, 2019 Jul 22, 2019
PURE Financial Advisors Inc 13,867 $4,087k Jun 30, 2019 Jul 11, 2019
Steigerwald Gordon & KOCH Inc 13,615 $4,013k Jun 30, 2019 Jul 15, 2019
ST Johns Investment Management Company LLC 13,328 $3,928k Jun 30, 2019 Jul 24, 2019
Barber Financial Group 13,246 $3,904k Jun 30, 2019 Aug 9, 2019
New Potomac Partners LLC 13,236 $3,901k Jun 30, 2019 Jul 26, 2019
Twin Focus Capital Partners LLC 12,977 $3,825k Jun 30, 2019 Aug 14, 2019
Shepherd Financial Partners LLC 12,810 $3,776k Jun 30, 2019 Aug 5, 2019
Jaffetilchin Investment Partners LLC 12,556 $3,701k Jun 30, 2019 Aug 13, 2019
Omnistar Financial Group Inc 12,397 $3,654k Jun 30, 2019 Jul 30, 2019
Alliance Wealth Management Group LLC 2,055 $3,613k Jun 30, 2019 Aug 12, 2019
FORT Point Capital Partners LLC 12,059 $3,554k Jun 30, 2019 Aug 9, 2019
Buckhead Capital Management LLC 11,999 $3,537k Jun 30, 2019 Aug 1, 2019
Wealth and Pension Services Group Inc 11,380 $3,354k Jun 30, 2019 Aug 15, 2019
LVZ Advisors 11,111 $3,275k Jun 30, 2019 Jul 19, 2019
RAAB & Moskowitz Asset Management LLC 11,080 $3,265k Jun 30, 2019 Aug 9, 2019
Quantitative Advantage LLC 10,957 $3,229k Jun 30, 2019 Aug 2, 2019
Evensky & KATZ LLC 10,927 $3,109k Mar 31, 2019 Aug 6, 2019
Bigelow Investment Advisors LLC 10,319 $3,042k Jun 30, 2019 Jul 17, 2019
Dearborn Capital Management LLC 10,391 $3,042k Sep 30, 2018 Nov 1, 2018
Jackson Grant Investment Advisers Inc 10,263 $3,025k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 10,025 $2,955k Jun 30, 2019 Aug 14, 2019
Crow Point Partners LLC 9,854 $2,904k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 9,673 $2,851k Jun 30, 2019 Aug 6, 2019
Advisory Alpha LLC 9,544 $2,842k Jun 30, 2019 Aug 16, 2019
Joel Isaacson & Co LLC 9,531 $2,809k Jun 30, 2019 Jul 11, 2019
Biegel & Waller LLC 9,413 $2,775k Jun 30, 2019 Jul 23, 2019
Mountain Capital Investment Advisors Inc 9,413 $2,770k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 9,186 $2,707k Jun 30, 2019 Jul 23, 2019
Aureus Asset Management LLC 9,135 $2,693k Jun 30, 2019 Aug 14, 2019
Sequoia Wealth Management LLC 8,872 $2,655k Jun 30, 2019 Aug 6, 2019
Evanson Asset Management LLC 8,992 $2,650k Jun 30, 2019 Jul 11, 2019
BRAY Capital Advisors LLC 8,611 $2,538k Jun 30, 2019 Jul 29, 2019
Alpha Cubed Investments LLC 8,607 $2,537k Jun 30, 2019 Jul 19, 2019
Exchange Capital Management Inc 8,596 $2,534k Jun 30, 2019 Jul 22, 2019
Access Financial Services Inc 8,477 $2,499k Jun 30, 2019 Jul 24, 2019
and Wealth Partners LLC 8,450 $2,491k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 8,450 $2,491k Jun 30, 2019 Aug 6, 2019
Paulson Wealth Management Inc 8,199 $2,474k Jun 30, 2019 Jul 30, 2019
Financial Advisory Service Inc 8,356 $2,463k Jun 30, 2019 Jul 25, 2019
Wooster Corthell Wealth Management Inc 8,315 $2,451k Jun 30, 2019 Jul 31, 2019
The Rikoon Group LLC 8,279 $2,440k Jun 30, 2019 Aug 6, 2019
Cavalier Investments LLC 8,260 $2,435k Jun 30, 2019 Jul 31, 2019
SVA Plumb Wealth Management LLC 8,125 $2,395k Jun 30, 2019 Aug 13, 2019
HIGH Falls Advisors Inc 8,100 $2,387k Jun 30, 2019 Aug 15, 2019
Cohen Capital Management Inc 8,016 $2,363k Jun 30, 2019 Aug 7, 2019
Affiance Financial LLC 7,729 $2,278k Jun 30, 2019 Jul 11, 2019
Hollow Brook Wealth Management LLC 7,636 $2,251k Jun 30, 2019 Aug 13, 2019
Plancorp LLC 7,577 $2,233k Jun 30, 2019 Aug 13, 2019
Abbrea Capital LLC 7,504 $2,212k Jun 30, 2019 Jul 31, 2019
Clifford SWAN Investment Counsel LLC 7,329 $2,160k Jun 30, 2019 Aug 13, 2019
Vista Investment Management LLC 7,090 $2,090k Jun 30, 2019 Aug 14, 2019
Liberty Capital Management Inc 7,081 $2,087k Jun 30, 2019 Jul 15, 2019
Total Investment Management Inc 7,041 $2,037k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 7,041 $2,037k Jun 30, 2019 Aug 7, 2019
Sonata Capital Group Inc 6,887 $2,030k Jun 30, 2019 Aug 5, 2019
COE Capital Management LLC 6,772 $1,996k Jun 30, 2019 Aug 14, 2019
Northwest Investment Counselors LLC 6,565 $1,935k Jun 30, 2019 Jul 25, 2019
Vista Private Wealth Partners LLC 6,578 $1,925k Jun 30, 2019 Aug 27, 2019
Miles Capital Inc 6,477 $1,909k Jun 30, 2019 Aug 13, 2019
Provident Investment Management Inc 6,469 $1,907k Jun 30, 2019 Aug 8, 2019
The Central Trust Bank 6,391 $1,884k Jun 30, 2019 Jul 16, 2019
Ausdal Financial Partners Inc 6,216 $1,880k Jun 30, 2019 Aug 5, 2019
The Retirement Planning Group Inc 6,363 $1,875k Jun 30, 2019 Jul 25, 2019
Diversified Portfolios Inc 6,225 $1,835k Jun 30, 2019 Aug 13, 2019
Gratus Capital LLC 6,086 $1,794k Jun 30, 2019 Aug 7, 2019
Cornell Pochily Investment Advisors Inc 6,039 $1,780k Jun 30, 2019 Jul 22, 2019
CIM LLC 5,770 $1,701k Jun 30, 2019 Jul 22, 2019
Northstar Wealth Partners LLC 5,760 $1,698k Jun 30, 2019 Aug 15, 2019
Mcrae Capital Management Inc 5,752 $1,695k Jun 30, 2019 Jul 29, 2019
Geller Advisors LLC 5,748 $1,694k Jun 30, 2019 Aug 14, 2019
New England Private Wealth Advisors LLC 5,707 $1,683k Jun 30, 2019 Aug 8, 2019
Edgestream Partners LP 5,461 $1,610k Jun 30, 2019 Aug 8, 2019
Traynor Capital Management Inc 5,155 $1,532k Jun 30, 2019 Jul 26, 2019
KWMG LLC 5,178 $1,526k Jun 30, 2019 Jul 10, 2019
Cahill Financial Advisors Inc 5,018 $1,480k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 4,978 $1,467k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 4,938 $1,455k Jun 30, 2019 Jul 24, 2019
Murphy Middleton Hinkle & Parker Inc 4,851 $1,430k Jun 30, 2019 Jul 15, 2019
FORT PITT Capital Group LLC 4,759 $1,403k Jun 30, 2019 Aug 9, 2019
Violich Capital Management 4,630 $1,365k Jun 30, 2019 Jul 22, 2019
The Financial Consulate Inc 4,594 $1,354k Jun 30, 2019 Jul 24, 2019
Carret Asset Management LLC 4,582 $1,351k Jun 30, 2019 Aug 12, 2019
Valmark Advisers Inc 4,537 $1,337k Jun 30, 2019 Aug 7, 2019
Brookmont Capital Management LLC 4,526 $1,334k Jun 30, 2019 Jul 18, 2019
Chilton Capital Management LLC 4,488 $1,323k Jun 30, 2019 Aug 13, 2019
Lourd Capital LLC 4,459 $1,314k Jun 30, 2019 Jul 11, 2019
Willow Creek Wealth Management Inc 4,431 $1,306k Jun 30, 2019 Jul 22, 2019
USA Financial Portformulas Corporation 4,435 $1,262k Jun 30, 2019 Aug 12, 2019
Larson Financial Group LLC 4,185 $1,233k Jun 30, 2019 Jul 16, 2019
Connecticut Wealth Management LLC 4,113 $1,212k Jun 30, 2019 Jul 29, 2019
West Branch Capital LLC 4,073 $1,200k Jun 30, 2019 Aug 5, 2019
Forefront Analytics LLC 3,991 $1,178k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 3,958 $1,167k Jun 30, 2019 Aug 13, 2019
Lakeview Capital Partners LLC 3,866 $1,140k Jun 30, 2019 Aug 5, 2019
Breiter Capital Management Inc 3,844 $1,133k Jun 30, 2019 Aug 23, 2019
KCS Wealth Advisory LLC 3,837 $1,131k Jun 30, 2019 Jul 29, 2019
Green Square Capital LLC 3,745 $1,104k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 3,734 $1,101k Jun 30, 2019 Aug 7, 2019
Bridgeworth LLC 3,677 $1,084k Jun 30, 2019 Jul 25, 2019
American Financial Network Advisory Services LLC 3,688 $1,082k Jun 30, 2019 Aug 9, 2019
Parthenon LLC 3,657 $1,078k Jun 30, 2019 Jul 29, 2019
First Wilshire Securities Management Inc 3,650 $1,076k Jun 30, 2019 Aug 14, 2019
Gainplan LLC 3,622 $1,068k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 3,616 $1,066k Jun 30, 2019 Jul 26, 2019
E & G Advisors LP 3,613 $1,065k Jun 30, 2019 Jul 12, 2019
Wealth Advisors of Tampa BAY LLC 3,605 $1,063k Jun 30, 2019 Jul 23, 2019
Mccutchen Group LLC 3,552 $1,047k Jun 30, 2019 Jul 25, 2019
Ipswich Investment Management Company Inc 3,550 $1,046k Jun 30, 2019 Jul 11, 2019
Charles Schwab Investment Advisory Inc 3,516 $1,036k Jun 30, 2019 Aug 12, 2019
Hengehold Capital Management LLC 3,508 $1,034k Jun 30, 2019 Jul 23, 2019
Private Vista LLC 3,433 $1,011k Jun 30, 2019 Jul 19, 2019
Highwater Wealth Management LLC 3,349 $987k Jun 30, 2019 Jul 18, 2019
Parkside Advisors LLC 3,200 $943k Jun 30, 2019 Jul 10, 2019
Intercontinental Wealth Advisors LLC 3,191 $941k Jun 30, 2019 Aug 2, 2019
3D Asset Management Inc 3,127 $922k Jun 30, 2019 Aug 5, 2019
CWA Asset Management Group LLC 3,100 $914k Jun 30, 2019 Aug 13, 2019
Inspirion Wealth Advisors LLC 3,036 $895k Jun 30, 2019 Jul 15, 2019
Arlington Financial Advisors LLC 3,001 $885k Jun 30, 2019 Aug 5, 2019
Reinhart Partners Inc 2,979 $873k Jun 30, 2019 Aug 6, 2019
Pembroke Management Ltd 2,952 $870k Jun 30, 2019 Jul 24, 2019
Foster Dykema Cabot & Co Incorporated 2,931 $864k Jun 30, 2019 Aug 6, 2019
Lejeune Puetz Investment Counsel 2,880 $849k Jun 30, 2019 Jul 29, 2019
GHP Investment Advisors Inc 2,881 $849k Jun 30, 2019 Aug 2, 2019
Harvest Capital Management Inc 2,819 $830k Jun 30, 2019 Aug 7, 2019
Tufton Capital Management LLC 2,795 $823k Jun 30, 2019 Jul 26, 2019
Leonard Rickey Investment Advisors PLLC 2,782 $820k Jun 30, 2019 Jul 10, 2019
Creative Planning Inc 2,780 $819k Jun 30, 2019 Jul 26, 2019
Successful Portfolios LLC 2,726 $803k Jun 30, 2019 Jul 11, 2019
Pecaut & Co 2,655 $783k Jun 30, 2019 Aug 8, 2019
Nicholas Hoffman & Company LLC 2,636 $777k Jun 30, 2019 Aug 12, 2019
DB Root & Company LLC 2,607 $768k Jun 30, 2019 Jul 19, 2019
Sandhill Capital Partners LLC 2,546 $750k Jun 30, 2019 Aug 13, 2019
Patton Albertson Miller Group LLC 2,519 $739k Jun 30, 2019 Aug 12, 2019
Carlson Capital Management LLC 2,439 $719k Jun 30, 2019 Jul 15, 2019
Summit Financial Wealth Advisors LLC 2,437 $718k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 2,437 $718k Jun 30, 2019 Jul 16, 2019
BTR Capital Management Inc 2,431 $717k Jun 30, 2019 Jul 18, 2019
Andesa Financial Management Inc 2,417 $711k Jun 30, 2019 Jul 30, 2019
Mengis Capital Management Inc 2,412 $711k Jun 30, 2019 Jul 18, 2019
Insight 2811 Inc 2,291 $688k Jun 30, 2019 Jul 9, 2019
Smith Salley & Associates LLC 2,223 $655k Jun 30, 2019 Jul 12, 2019
Independence Financial Advisors LLC 2,182 $643k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 2,182 $643k Jun 30, 2019 Aug 12, 2019
Peavine Capital LLC 2,176 $641k Jun 30, 2019 Jul 24, 2019
Lombard Odier Transatlantic Limited 2,850 $620k Sep 30, 2016 Nov 14, 2016
STA Wealth Management LLC 2,066 $609k Jun 30, 2019 Aug 14, 2019
ALL Terrain Financial Advisors LLC 2,022 $596k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 2,017 $595k Jun 30, 2019 Aug 13, 2019
Marietta Wealth Management LLC 2,008 $592k Jun 30, 2019 Aug 14, 2019
Vontobel Swiss Wealth Advisors AG 2,000 $590k Jun 30, 2019 Aug 12, 2019
Mcguire Investment Group LLC 1,990 $587k Jun 30, 2019 Jul 25, 2019
The Jentner Corporation 1,969 $580k Jun 30, 2019 Jul 16, 2019
Signature Financial Management Inc 2,289 $577k Dec 31, 2018 Feb 13, 2019
Altium Wealth Management LLC 1,938 $571k Jun 30, 2019 Jul 18, 2019
American Investment Services Inc 1,897 $559k Jun 30, 2019 Aug 6, 2019
Congress Park Capital LLC 1,761 $535k Jun 30, 2019 Aug 2, 2019
Hallmark Capital Management Inc 1,771 $522k Jun 30, 2019 Aug 8, 2019
Harwood Advisory Group LLC 1,712 $505k Jun 30, 2019 Aug 7, 2019
Lexaurum Advisors LLC 1,640 $483k Jun 30, 2019 Jul 19, 2019
The Leuthold Group LLC 1,638 $483k Jun 30, 2019 Aug 14, 2019
REDW Stanley Financial Advisors LLC 1,630 $480k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 1,625 $479k Jun 30, 2019 Aug 9, 2019
Leonetti & Associates LLC 1,900 $478k Dec 31, 2018 Feb 19, 2019
Asset Advisors Investment Management LLC 1,606 $473k Jun 30, 2019 Jul 25, 2019
O'Brien Wealth Partners LLC 1,550 $465k Jun 30, 2019 Jul 8, 2019
Portland Global Advisors LLC 1,550 $457k Jun 30, 2019 Jul 26, 2019
Tiemann Investment Advisors LLC 1,520 $448k Jun 30, 2019 Aug 13, 2019
Hoylecohen LLC 1,512 $446k Jun 30, 2019 Aug 9, 2019
LONG ROAD Investment Counsel LLC 1,485 $438k Jun 30, 2019 Aug 9, 2019
HM Capital Management LLC 1,484 $437k Jun 30, 2019 Jul 24, 2019
Armor Advisors LLC 1,483 $437k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 1,483 $437k Jun 30, 2019 Aug 13, 2019
The Burney Company 1,472 $434k Jun 30, 2019 Aug 12, 2019
Chatham Capital Group Inc 1,450 $427k Jun 30, 2019 Jul 24, 2019
Stony Point Wealth Management Inc 1,404 $420k Jun 30, 2019 Jul 23, 2019
Barrett Asset Management LLC 1,404 $414k Jun 30, 2019 Aug 5, 2019
Blue FIN Capital Inc 1,377 $405k Jun 30, 2019 Jul 22, 2019
West Chester Capital Advisors Inc 1,364 $402k Jun 30, 2019 Jul 30, 2019
Peak Financial Management Inc 1,329 $392k Jun 30, 2019 Aug 1, 2019
Vishria BIRD Financial Group LLC 1,330 $392k Jun 30, 2019 Jul 15, 2019
Huber Financial Advisors LLC 1,327 $391k Jun 30, 2019 Aug 5, 2019
Personal Resources Investment and Strategic Management Inc 1,315 $388k Jun 30, 2019 Aug 6, 2019
Westbourne Investment Advisors Inc 1,312 $387k Jun 30, 2019 Jul 22, 2019
American Asset Management Inc 1,297 $382k Jun 30, 2019 Jul 31, 2019
Wealthstar Advisors LLC 1,294 $380k Jun 30, 2019 Aug 7, 2019
Harbour Capital Advisors LLC 1,285 $379k Jun 30, 2019 Jul 10, 2019
GM Advisory Group Inc 1,270 $374k Jun 30, 2019 Aug 9, 2019
Cambridge Advisors Inc 1,238 $365k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 1,238 $365k Jun 30, 2019 Jul 26, 2019
Huntington Steele LLC 1,370 $363k Mar 31, 2018 Apr 18, 2018
Gibraltar Capital Management Inc 1,208 $356k Jun 30, 2019 Jul 17, 2019
van Strum & Towne Inc 1,205 $355k Jun 30, 2019 Aug 12, 2019
American Money Management LLC 1,202 $354k Jun 30, 2019 Aug 12, 2019
Seizert Capital Partners LLC 1,188 $350k Jun 30, 2019 Aug 6, 2019
Dragon Financial and Investment Group LLC 1,190 $348k Sep 30, 2018 Oct 19, 2018
Gillespie Robinson & Grimm Inc 1,170 $345k Jun 30, 2019 Jul 22, 2019
Financial Sense Advisors Inc 1,148 $338k Jun 30, 2019 Aug 2, 2019
First Manhattan Co 1,110 $327k Jun 30, 2019 Aug 16, 2019
Searle & Co 1,108 $327k Jun 30, 2019 Jul 17, 2019
Riverbridge Partners LLC 1,105 $326k Jun 30, 2019 Jul 10, 2019
Acorn Wealth Advisors LLC 1,105 $326k Jun 30, 2019 Aug 14, 2019
Baltimore-Washington Financial Advisors Inc 1,098 $324k Jun 30, 2019 Jul 25, 2019
Apriem Advisors 1,097 $323k Jun 30, 2019 Aug 14, 2019
Goodman Financial Corporation 1,070 $315k Jun 30, 2019 Aug 9, 2019
Benin Management Corp 1,057 $312k Jun 30, 2019 Jul 31, 2019
Haverford Financial Services Inc 1,060 $312k Jun 30, 2019 Aug 13, 2019
Cardan Capital Partners LLC 1,041 $307k Jun 30, 2019 Jul 16, 2019
Capital Planning Advisors LLC 1,035 $305k Jun 30, 2019 Aug 9, 2019
Ballast Inc 1,019 $300k Jun 30, 2019 Jul 26, 2019
Shakespeare Wealth Management Inc 1,000 $295k Jun 30, 2019 Aug 12, 2019
Segment Wealth Management LLC 1,000 $295k Jun 30, 2019 Jul 29, 2019
Golub Group LLC 990 $292k Jun 30, 2019 Aug 13, 2019
Clear Perspective Advisors LLC 984 $290k Jun 30, 2019 Aug 12, 2019
Biltmore Family Office LLC 969 $285k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 920 $271k Jun 30, 2019 Aug 14, 2019
Front Barnett Associates LLC 910 $268k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 893 $263k Jun 30, 2019 Jul 22, 2019
Quadrant Capital Management LLC 893 $263k Jun 30, 2019 Aug 8, 2019
Nikulski Financial Inc 855 $256k Jun 30, 2019 Jul 22, 2019
Sadoff Investment Management LLC 833 $246k Jun 30, 2019 Aug 7, 2019
Retirement Capital Strategies Inc 824 $243k Jun 30, 2019 Aug 2, 2019
Gentrust LLC 823 $243k Jun 30, 2019 Aug 2, 2019
JGP Wealth Management LLC 820 $242k Jun 30, 2019 Jul 15, 2019
Churchill Management Corp 813 $240k Jun 30, 2019 Jul 10, 2019
Lucia Wealth Services LLC 808 $238k Jun 30, 2019 Jul 23, 2019
Neumann Capital Management LLC 800 $236k Jun 30, 2019 Jul 25, 2019
Columbus Macro LLC 780 $230k Jun 30, 2019 Jul 16, 2019
Smith & Howard Wealth Management LLC 766 $226k Jun 30, 2019 Jul 23, 2019
FORD Financial Group Inc 770 $226k Jun 30, 2019 Jul 25, 2019
Investment Counsel Inc 730 $220k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 730 $220k Jun 30, 2019 Jul 29, 2019
Peninsula Wealth LLC 733 $216k Jun 30, 2019 Aug 2, 2019
Torch Wealth Management LLC 720 $212k Jun 30, 2019 Aug 2, 2019
Planning Directions Inc 716 $211k Jun 30, 2019 Jul 15, 2019
Tocqueville Asset Management LP 713 $210k Jun 30, 2019 Jul 31, 2019
Marco Investment Management LLC 708 $209k Jun 30, 2019 Aug 6, 2019
Sensible Financial Planning and Management LLC 708 $209k Jun 30, 2019 Aug 7, 2019
Cabana LLC 696 $202k Jun 30, 2019 Aug 9, 2019
Lenox Wealth Advisors LLC 668 $197k Jun 30, 2019 Jul 12, 2019
Signature Estate & Investment Advisors LLC 585 $172k Jun 30, 2019 Aug 1, 2019
Summit Financial Group Inc 491 $145k Jun 30, 2019 Jul 3, 2019
Summit Financial LLC 491 $145k Jun 30, 2019 Jul 3, 2019
Stewardship Advisors LLC 357 $105k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 357 $105k Jun 30, 2019 Aug 12, 2019
Capital Counsel LLC 278 $82k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 278 $82k Jun 30, 2019 Jul 26, 2019
Hirtle Callaghan & Co LLC 240 $71k Jun 30, 2019 Aug 13, 2019
Colonial Trust Advisors Inc 239 $70k Jun 30, 2019 Aug 21, 2019
1919 Investment Counsel LLC 235 $47k Sep 30, 2014 Nov 14, 2014
Transamerica Financial Advisors Inc 85 $25k Jun 30, 2019 Aug 21, 2019
Whitnell & Co 53 $16k Jun 30, 2019 Jul 16, 2019
Permanens Capital LP 16 $5k Jun 30, 2019 Aug 9, 2019

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