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 | |
| Private Asset Management Inc | 28,781 | $8,483k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 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 | |
| Trust Asset Management LLC | 28,781 | $8,483k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 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 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 | |
| Cornerstone Investment 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 | |
| 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 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 | |
| Private Wealth Partners LLC | 8,450 | $2,491k | Jun 30, 2019 | Aug 6, 2019 | |
| and 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 | |
| GHP Investment Advisors Inc | 2,881 | $849k | Jun 30, 2019 | Aug 2, 2019 | |
| Lejeune Puetz Investment Counsel | 2,880 | $849k | Jun 30, 2019 | Jul 29, 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 | |
| Mengis Capital Management Inc | 2,412 | $711k | Jun 30, 2019 | Jul 18, 2019 | |
| Andesa Financial Management Inc | 2,417 | $711k | Jun 30, 2019 | Jul 30, 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 Advisors LLC | 2,182 | $643k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial 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 | |
| The Leuthold Group LLC | 1,638 | $483k | Jun 30, 2019 | Aug 14, 2019 | |
| Lexaurum Advisors LLC | 1,640 | $483k | Jun 30, 2019 | Jul 19, 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 | |
| Armor Investment Advisors LLC | 1,483 | $437k | Jun 30, 2019 | Aug 13, 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 | |
| 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 | |
| Quadrant Capital Management LLC | 893 | $263k | Jun 30, 2019 | Aug 8, 2019 | |
| Wells Trecaso Financial Group LLC | 893 | $263k | Jun 30, 2019 | Jul 22, 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 Financial Advisors LLC | 357 | $105k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 357 | $105k | Jun 30, 2019 | Aug 12, 2019 | |
| Capital Investment Counsel Inc | 278 | $82k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 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 |