investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

ISHARES
(464287465)

Funds Reporting Holdings of ISHARES according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Retirement Income Solutions Inc 20,151 $1,325,000k Jun 30, 2019 Jul 23, 2019
Mackenzie Investments Corporation 6,697,602 $440,233k Jun 30, 2019 Aug 23, 2019
Mackenzie Financial Corporation 6,697,602 $440,233k Jun 30, 2019 Aug 23, 2019
Hirtle Callaghan & Co LLC 3,648,244 $239,799k Jun 30, 2019 Aug 13, 2019
Bridgewater Associates LP 2,566,986 $168,728k Jun 30, 2019 Aug 13, 2019
Financial Engines Advisors LLC 2,112,032 $138,824k Jun 30, 2019 Aug 9, 2019
SAND Hill Global Advisors LLC 1,377,972 $90,574k Jun 30, 2019 Aug 13, 2019
Badgley Phelps and Bell Inc 1,327,645 $87,266k Jun 30, 2019 Jul 30, 2019
QS Investors LLC 1,263,754 $83,067k Jun 30, 2019 Aug 14, 2019
SWAN Global Investments LLC 1,257,900 $82,216k Jun 30, 2019 Aug 12, 2019
Dupont Capital Management Corp 1,246,792 $81,952k Jun 30, 2019 Jul 30, 2019
Global Atlantic Investment Advisors LLC 1,284,744 $75,967k Sep 30, 2016 Nov 14, 2016
Lenox Wealth Advisors LLC 1,039,022 $68,295k Jun 30, 2019 Jul 12, 2019
Perella Weinberg Partners Capital Management LP 992,688 $65,249k Jun 30, 2019 Jul 22, 2019
Strategic Investment Management LLC 948,140 $62,321k Jun 30, 2019 Aug 7, 2019
Strategic Financial Management LLC 948,140 $62,321k Jun 30, 2019 Aug 7, 2019
Granite Point Capital Management LP 1,000,000 $61,400k Call Jun 30, 2019 Jul 29, 2019
Stadion Money Management LLC 830,574 $54,594k Jun 30, 2019 Aug 14, 2019
Cambiar Investors LLC 797,821 $52,441k Jun 30, 2019 Jul 25, 2019
LBMC Investment Advisors LLC 690,034 $45,356k Jun 30, 2019 Jul 18, 2019
Merriman Wealth Management LLC 66,771 $44,095k Jun 30, 2019 Jul 31, 2019
Independence Financial Advisors LLC 651,629 $42,832k Jun 30, 2019 Aug 12, 2019
Independence Advisors LLC 651,629 $42,832k Jun 30, 2019 Aug 12, 2019
Twele Capital Management Inc 592,597 $38,951k Jun 30, 2019 Jul 18, 2019
Jordan Park Group LLC 568,428 $37,363k Jun 30, 2019 Jul 22, 2019
Cambridge Investment Research Advisors Inc 559,880 $36,801k Jun 30, 2019 Aug 15, 2019
Peavine Capital LLC 493,202 $32,418k Jun 30, 2019 Jul 24, 2019
Cabana LLC 432,958 $27,177k Jun 30, 2019 Aug 9, 2019
Portland Global Advisors LLC 358,215 $23,545k Jun 30, 2019 Jul 26, 2019
Verger Capital Management LLC 357,660 $23,508k Jun 30, 2019 Jul 19, 2019
Jasper Ridge Partners LP 304,801 $20,035k Jun 30, 2019 Aug 9, 2019
Vestor Capital LLC 302,046 $19,853k Jun 30, 2019 Aug 6, 2019
QVR LLC 296,500 $19,489k Put Jun 30, 2019 Aug 1, 2019
Alesco Advisors LLC 285,573 $18,771k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 259,912 $17,084k Jun 30, 2019 Aug 13, 2019
EP Wealth Advisors LLC 259,743 $17,073k Jun 30, 2019 Aug 27, 2019
LGL Partners LLC 251,482 $16,530k Jun 30, 2019 Aug 14, 2019
Personal Resources Investment and Strategic Management Inc 249,258 $16,384k Jun 30, 2019 Aug 6, 2019
Premise Capital LLC 248,023 $16,303k Jun 30, 2019 Aug 13, 2019
BSW Wealth Partners LLC 246,277 $16,188k Jun 30, 2019 Aug 13, 2019
Parkside Advisors LLC 244,970 $16,102k Jun 30, 2019 Jul 10, 2019
Northcoast Asset Management LLC 226,587 $14,894k Jun 30, 2019 Aug 14, 2019
The Central Trust Bank 221,739 $14,573k Jun 30, 2019 Jul 16, 2019
Chesley TAFT & Associates LLC 221,278 $14,545k Jun 30, 2019 Jul 10, 2019
FORT Point Capital Partners LLC 208,700 $13,717k Put Jun 30, 2019 Aug 9, 2019
Pagnatokarp Partners LLC 208,457 $13,702k Jun 30, 2019 Aug 8, 2019
Baker Avenue Asset Management LP 202,586 $13,315k Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 199,388 $13,106k Jun 30, 2019 Aug 9, 2019
Paulson Wealth Management Inc 197,538 $13,036k Jun 30, 2019 Jul 30, 2019
Waters Parkerson & Co LLC 196,913 $12,943k Jun 30, 2019 Aug 6, 2019
FFT Wealth Management LLC 194,063 $12,756k Jun 30, 2019 Aug 14, 2019
Strategic Global Advisors LLC 192,867 $12,677k Jun 30, 2019 Aug 13, 2019
Accredited Investors Inc 192,188 $12,633k Jun 30, 2019 Aug 13, 2019
Wealth Advisors Group LLC 190,650 $12,531k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 190,650 $12,531k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 190,650 $12,531k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 190,650 $12,531k Jun 30, 2019 Aug 7, 2019
CI Global Investments Inc 183,312 $12,463k Sep 30, 2018 Nov 9, 2018
Quest Investment Management LLC 187,063 $12,296k Jun 30, 2019 Aug 13, 2019
Bingham Osborn & Scarborough LLC 179,272 $11,784k Jun 30, 2019 Aug 2, 2019
Goldstein Munger + Associates 177,582 $11,672k Jun 30, 2019 Aug 2, 2019
Summit Financial Strategies Inc 175,380 $11,528k Jun 30, 2019 Aug 8, 2019
Perritt Capital Management Inc 159,723 $10,499k Jun 30, 2019 Aug 13, 2019
Dimension Capital Management LLC 154,463 $10,153k Jun 30, 2019 Aug 12, 2019
Investure LLC 154,100 $10,129k Jun 30, 2019 Aug 13, 2019
Shoker Investment Counsel Inc 148,023 $9,729k Jun 30, 2019 Aug 9, 2019
Brickley Wealth Management 143,851 $9,455k Jun 30, 2019 Aug 9, 2019
BRAY Capital Advisors LLC 143,445 $9,429k Jun 30, 2019 Jul 29, 2019
Mccutchen Group LLC 140,873 $9,260k Jun 30, 2019 Jul 25, 2019
Phillips Financial Management LLC 137,597 $9,085k Jun 30, 2019 Aug 6, 2019
Front Barnett Associates LLC 134,540 $8,843k Jun 30, 2019 Aug 6, 2019
Bronfman EL Rothschild LP 132,268 $8,694k Jun 30, 2019 Aug 12, 2019
Litman Gregory Asset Management LLC 130,234 $8,560k Jun 30, 2019 Jul 31, 2019
Emery & Howard Portfolio Management 121,078 $7,958k Jun 30, 2019 Aug 9, 2019
Vivaldi Capital Management LLC 117,376 $7,715k Jun 30, 2019 Aug 14, 2019
Neumann Capital Management LLC 112,697 $7,408k Jun 30, 2019 Jul 25, 2019
1919 Investment Counsel LLC 115,375 $7,398k Sep 30, 2014 Nov 14, 2014
Calamos Wealth Management LLC 104,935 $6,897k Jun 30, 2019 Aug 7, 2019
Cambria Investment Management LP 104,281 $6,854k Jun 30, 2019 Aug 12, 2019
Abbrea Capital LLC 96,670 $6,354k Jun 30, 2019 Jul 31, 2019
Choate Investment Advisors LLC 93,923 $6,174k Jun 30, 2019 Aug 14, 2019
Ramsay Stattman VELA & Price Inc 93,249 $6,129k Jun 30, 2019 Aug 9, 2019
ALL Terrain Financial Advisors LLC 92,489 $6,079k Jun 30, 2019 Aug 14, 2019
New England Private Wealth Advisors LLC 91,967 $6,048k Jun 30, 2019 Aug 8, 2019
Advisory Alpha LLC 91,085 $5,967k Jun 30, 2019 Aug 16, 2019
Guardian Capital LP 90,400 $5,942k Jun 30, 2019 Aug 14, 2019
Smith & Howard Wealth Management LLC 88,574 $5,822k Jun 30, 2019 Jul 23, 2019
Acropolis Investment Management LLC 83,266 $5,473k Jun 30, 2019 Jul 11, 2019
Fluent Financial LLC 82,657 $5,433k Jun 30, 2019 Jul 29, 2019
Birch Hill Investment Advisors LLC 79,093 $5,199k Jun 30, 2019 Jul 22, 2019
Riverfront Investment Group LLC 77,198 $5,074k Jun 30, 2019 Jul 24, 2019
Huntington Steele LLC 71,978 $5,015k Mar 31, 2018 Apr 18, 2018
Barrett Asset Management LLC 74,886 $4,922k Jun 30, 2019 Aug 5, 2019
Sigma Investment Counselors Inc 73,083 $4,804k Jun 30, 2019 Jul 23, 2019
Crescent Grove Advisors LLC 72,252 $4,749k Jun 30, 2019 Aug 6, 2019
Murphy Middleton Hinkle & Parker Inc 72,014 $4,734k Jun 30, 2019 Jul 15, 2019
Bruderman Asset Management LLC 70,078 $4,606k Jun 30, 2019 Aug 12, 2019
JMG Financial Group Ltd 68,528 $4,504k Jun 30, 2019 Aug 2, 2019
Wooster Corthell Wealth Management Inc 65,263 $4,290k Jun 30, 2019 Jul 31, 2019
Adviceperiod LLC 63,840 $4,196k Jun 30, 2019 Jul 22, 2019
Partners Capital Investment Group LLP 63,673 $4,185k Jun 30, 2019 Aug 12, 2019
CPWM LLC 63,525 $4,176k Jun 30, 2019 Aug 2, 2019
ST Johns Investment Management Company LLC 59,652 $3,921k Jun 30, 2019 Jul 24, 2019
The Family FIRM Inc 56,854 $3,737k Jun 30, 2019 Aug 6, 2019
Cranbrook Wealth Management LLC 54,290 $3,568k Jun 30, 2019 Aug 7, 2019
Trust Asset Management LLC 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 53,683 $3,529k Jun 30, 2019 Aug 14, 2019
Harvest Capital Management Inc 53,039 $3,486k Jun 30, 2019 Aug 7, 2019
Cooper/Haims Advisors LLC 51,849 $3,408k Jun 30, 2019 Jul 26, 2019
Addenda Capital Inc 50,670 $3,331k Jun 30, 2019 Jul 12, 2019
Staley Capital Advisers Inc 50,590 $3,325k Jun 30, 2019 Aug 9, 2019
Midwest Professional Planners Ltd 49,371 $3,245k Jun 30, 2019 Aug 12, 2019
Blue FIN Capital Inc 48,758 $3,204k Jun 30, 2019 Jul 22, 2019
Alexandria Capital LLC 51,525 $3,191k Jun 30, 2019 Aug 12, 2019
Biltmore Family Office LLC 48,181 $3,167k Jun 30, 2019 Jul 31, 2019
Stearns Financial Services Group Inc 47,883 $3,147k Jun 30, 2019 Aug 14, 2019
Vista Private Wealth Partners LLC 48,809 $3,050k Jun 30, 2019 Aug 27, 2019
NTV Asset Management LLC 45,401 $2,984k Jun 30, 2019 Jul 29, 2019
Dearborn Capital Management LLC 43,507 $2,958k Sep 30, 2018 Nov 1, 2018
Intercontinental Wealth Advisors LLC 44,288 $2,911k Jun 30, 2019 Aug 2, 2019
Meristem Family Wealth LLC 44,128 $2,901k Jun 30, 2019 Aug 6, 2019
Charles Schwab Investment Advisory Inc 44,102 $2,899k Jun 30, 2019 Aug 12, 2019
Granite Group Advisors LLC 43,291 $2,846k Jun 30, 2019 Jul 23, 2019
Granite Investment Advisors LLC 43,291 $2,846k Jun 30, 2019 Jul 23, 2019
Intersect Capital LLC 42,802 $2,813k Jun 30, 2019 Aug 9, 2019
Evanson Asset Management LLC 42,345 $2,783k Jun 30, 2019 Jul 11, 2019
Northwest Investment Counselors LLC 41,984 $2,760k Jun 30, 2019 Jul 25, 2019
Probity Advisors Inc 41,211 $2,709k Jun 30, 2019 Aug 8, 2019
Secrest Blakey & Associates LLC 41,151 $2,705k Jun 30, 2019 Aug 13, 2019
Cubic Asset Management LLC 39,863 $2,620k Jun 30, 2019 Jul 29, 2019
Chilton Capital Management LLC 37,659 $2,475k Jun 30, 2019 Aug 13, 2019
Fulcrum Capital LLC 36,446 $2,396k Jun 30, 2019 Jul 29, 2019
Harbour Capital Advisors LLC 36,015 $2,367k Jun 30, 2019 Jul 10, 2019
WSFS Capital Management LLC 35,207 $2,314k Jun 30, 2019 Aug 14, 2019
Private Vista LLC 34,709 $2,282k Jun 30, 2019 Jul 19, 2019
Ashfield Capital Partners LLC 34,459 $2,265k Jun 30, 2019 Jul 29, 2019
Interocean Capital LLC 33,561 $2,206k Jun 30, 2019 Aug 13, 2019
Leonetti & Associates LLC 36,042 $2,119k Dec 31, 2018 Feb 19, 2019
Woodstock Corporation 31,390 $2,063k Jun 30, 2019 Jul 3, 2019
JAG Capital Management LLC 31,079 $2,043k Jun 30, 2019 Jul 22, 2019
Keeley-Teton Advisors LLC 30,264 $1,989k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisory LLC 30,223 $1,987k Jun 30, 2019 Aug 8, 2019
Valmark Advisers Inc 30,081 $1,977k Jun 30, 2019 Aug 7, 2019
Aristotle Capital Management LLC 29,539 $1,942k Jun 30, 2019 Aug 14, 2019
Managed Account Services Inc 29,184 $1,931k Jun 30, 2019 Jul 15, 2019
Stordahl Capital Management Inc 28,514 $1,870k Jun 30, 2019 Jul 22, 2019
Towerpoint Wealth LLC 28,144 $1,814k Jun 30, 2019 Aug 7, 2019
Stokes & Hubbell Capital Management LLC 27,532 $1,786k Mar 31, 2019 Apr 24, 2019
Bigsur Wealth Management LLC 27,000 $1,783k Jun 30, 2019 Jul 5, 2019
Seven Post Investment Office LP 26,365 $1,733k Jun 30, 2019 Aug 12, 2019
Aries Wealth Management LLC 25,284 $1,673k Jun 30, 2019 Jul 15, 2019
Bridgeworth LLC 25,290 $1,662k Jun 30, 2019 Jul 25, 2019
Traynor Capital Management Inc 24,493 $1,617k Jun 30, 2019 Jul 26, 2019
Fagan Associates Inc 24,385 $1,603k Jun 30, 2019 Jul 12, 2019
Aldebaran Financial Inc 24,367 $1,602k Jun 30, 2019 Aug 14, 2019
EFG Asset Management Americas Corp 23,856 $1,568k Jun 30, 2019 Jul 9, 2019
Middleton & Company Inc 23,555 $1,548k Jun 30, 2019 Jul 25, 2019
The O'Dell Group LLC 23,503 $1,545k Jun 30, 2019 Jul 24, 2019
Kayne Anderson Rudnick Investment Management LLC 23,467 $1,544k Jun 30, 2019 Aug 14, 2019
Windsor Capital Management LLC 23,273 $1,529k Jun 30, 2019 Aug 2, 2019
Affiance Financial LLC 23,205 $1,525k Jun 30, 2019 Jul 11, 2019
Access Financial Services Inc 22,871 $1,503k Jun 30, 2019 Jul 24, 2019
West Coast Financial LLC 22,768 $1,497k Jun 30, 2019 Jul 16, 2019
Landmark Financial Advisors LLC 22,786 $1,497k Jun 30, 2019 Aug 2, 2019
Jolley Asset Management LLC 22,318 $1,467k Jun 30, 2019 Jul 22, 2019
Legato Capital Management LLC 22,285 $1,465k Jun 30, 2019 Jul 22, 2019
Carnick & Kubik Group LLC 21,912 $1,440k Jun 30, 2019 Jul 30, 2019
IRON Financial LLC 22,054 $1,430k Jun 30, 2019 Aug 2, 2019
Torch Wealth Management LLC 21,500 $1,413k Jun 30, 2019 Aug 2, 2019
Tiemann Investment Advisors LLC 20,948 $1,377k Jun 30, 2019 Aug 13, 2019
Cahaba Wealth Management Inc 19,661 $1,292k Jun 30, 2019 Jul 31, 2019
Athena Capital Advisors LLC 19,149 $1,259k Jun 30, 2019 Aug 9, 2019
LONG ROAD Investment Counsel LLC 18,653 $1,226k Jun 30, 2019 Aug 9, 2019
Fernwood Investment Management LLC 18,308 $1,203k Jun 30, 2019 Aug 1, 2019
Lincoln Capital Corporation 17,909 $1,177k Jun 30, 2019 Jul 12, 2019
Lincoln Capital LLC 17,909 $1,177k Jun 30, 2019 Jul 12, 2019
Riverpoint Wealth Management Holdings LLC 17,709 $1,164k Jun 30, 2019 Aug 12, 2019
Peak Asset Management LLC 17,677 $1,162k Jun 30, 2019 Aug 15, 2019
Fifth Third Securities Inc 17,440 $1,146k Jun 30, 2019 Jul 30, 2019
GFS Advisors LLC 17,107 $1,124k Jun 30, 2019 Aug 1, 2019
The Rikoon Group LLC 16,763 $1,102k Jun 30, 2019 Aug 6, 2019
Altium Wealth Management LLC 16,645 $1,094k Jun 30, 2019 Jul 18, 2019
Pictet North America Advisors SA 16,000 $1,052k Jun 30, 2019 Aug 7, 2019
Simplifi Inc 15,985 $1,051k Jun 30, 2019 Jul 23, 2019
BTR Capital Management Inc 15,965 $1,049k Jun 30, 2019 Jul 18, 2019
ELM Advisors LLC 15,590 $1,025k Jun 30, 2019 Jul 3, 2019
O'Brien Wealth Partners LLC 15,455 $1,023k Jun 30, 2019 Jul 8, 2019
Cobiz Wealth LLC 15,146 $996k Jun 30, 2019 Jul 8, 2019
Klingman and Associates LLC 15,070 $991k Jun 30, 2019 Jul 24, 2019
KMS Financial Services Inc 15,418 $989k Sep 30, 2014 Nov 17, 2014
BEL AIR Investment Advisors LLC 15,307 $977k Sep 30, 2013 Nov 12, 2013
The Fiduciary Group LLC 14,841 $975k Jun 30, 2019 Aug 14, 2019
Diversified Portfolios Inc 14,734 $968k Jun 30, 2019 Aug 13, 2019
Hoylecohen LLC 14,703 $966k Jun 30, 2019 Aug 9, 2019
Lifeplan Financial Group Inc 14,539 $956k Jun 30, 2019 Jul 15, 2019
Marietta Wealth Management LLC 14,512 $954k Jun 30, 2019 Aug 14, 2019
Cypress Wealth Services LLC 14,519 $954k Jun 30, 2019 Jul 24, 2019
Lourd Capital LLC 14,282 $939k Jun 30, 2019 Jul 11, 2019
Brookmont Capital Management LLC 14,186 $932k Jun 30, 2019 Jul 18, 2019
Lejeune Puetz Investment Counsel 13,837 $910k Jun 30, 2019 Jul 29, 2019
The Burney Company 13,653 $897k Jun 30, 2019 Aug 12, 2019
PURE Financial Advisors Inc 13,575 $892k Jun 30, 2019 Jul 11, 2019
Quadrant Capital Management LLC 13,523 $889k Jun 30, 2019 Aug 8, 2019
Allen Investment Management LLC 13,414 $882k Jun 30, 2019 Aug 12, 2019
Cambridge Advisors Inc 12,798 $841k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 12,798 $841k Jun 30, 2019 Jul 26, 2019
Armbruster Capital Management Inc 12,746 $838k Jun 30, 2019 Jul 18, 2019
Telos Capital Management Inc 12,687 $834k Jun 30, 2019 Jul 19, 2019
Carleon Capital Partners LLC 12,622 $830k Jun 30, 2019 Aug 13, 2019
Gilman Hill Asset Management LLC 12,352 $812k Jun 30, 2019 Jul 17, 2019
Formidable Asset Management LLC 13,791 $811k Dec 31, 2018 Feb 6, 2019
Deroy & Devereaux Private Investment Counsel Inc 12,286 $808k Jun 30, 2019 Jul 22, 2019
Clifford SWAN Investment Counsel LLC 12,066 $793k Jun 30, 2019 Aug 13, 2019
Somerset Group LLC 11,989 $788k Jun 30, 2019 Aug 12, 2019
Baring International Investment Ltd 11,520 $787k Jun 30, 2014 Jul 21, 2014
Cahill Financial Advisors Inc 11,873 $781k Jun 30, 2019 Aug 14, 2019
Wells Trecaso Financial Group LLC 11,610 $763k Jun 30, 2019 Jul 22, 2019
Shepherd Financial Partners LLC 11,564 $760k Jun 30, 2019 Aug 5, 2019
Emerald Investment Partners LLC 11,507 $756k Jun 30, 2019 Aug 12, 2019
Woodmont Investment Counsel LLC 11,430 $751k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 11,421 $751k Jun 30, 2019 Aug 2, 2019
Carlson Capital Management LLC 11,399 $749k Jun 30, 2019 Jul 15, 2019
Clear Perspective Advisors LLC 11,301 $743k Jun 30, 2019 Aug 12, 2019
Eagle Global Advisors LLC 11,260 $740k Jun 30, 2019 Aug 13, 2019
SNOW Capital Management LP 11,245 $739k Jun 30, 2019 Aug 13, 2019
Smith Salley & Associates LLC 11,010 $724k Jun 30, 2019 Jul 12, 2019
Segment Wealth Management LLC 10,975 $721k Jun 30, 2019 Jul 29, 2019
Pinnacle Family Advisors LLC 10,875 $715k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 10,788 $709k Jun 30, 2019 Aug 5, 2019
Hengehold Capital Management LLC 10,428 $685k Jun 30, 2019 Jul 23, 2019
F3Logic LLC 10,248 $673k Jun 30, 2019 Aug 2, 2019
Gillespie Robinson & Grimm Inc 10,074 $662k Jun 30, 2019 Jul 22, 2019
Joel Isaacson & Co LLC 9,980 $656k Jun 30, 2019 Jul 11, 2019
Altavista Wealth Management Inc 9,682 $636k Jun 30, 2019 Aug 13, 2019
Connecticut Wealth Management LLC 9,401 $618k Jun 30, 2019 Jul 29, 2019
Round Table Services LLC 9,314 $612k Jun 30, 2019 Jul 17, 2019
Vontobel Swiss Wealth Advisors AG 9,290 $611k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 9,143 $601k Jun 30, 2019 Jul 29, 2019
The Roosevelt Investment Group Inc 9,114 $599k Jun 30, 2019 Aug 8, 2019
Summit Financial LLC 9,046 $595k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 9,046 $595k Jun 30, 2019 Jul 3, 2019
Forest Hill Capital LLC 9,000 $592k Jun 30, 2019 Aug 14, 2019
Elgethun Capital Management 8,908 $586k Jun 30, 2019 Aug 8, 2019
Madden Advisory Services Inc 8,507 $559k Jun 30, 2019 Jul 22, 2019
Cypress Capital Management LLC 8,494 $558k Jun 30, 2019 Aug 5, 2019
RKL Wealth Management LLC 8,353 $551k Jun 30, 2019 Aug 2, 2019
HM Capital Management LLC 8,316 $547k Jun 30, 2019 Jul 24, 2019
Mccollum Christoferson Group LLC 8,242 $542k Jun 30, 2019 Jul 11, 2019
Lombard Odier Transatlantic Limited 9,000 $532k Sep 30, 2016 Nov 14, 2016
Alley Company LLC 7,885 $518k Jun 30, 2019 Jul 30, 2019
SMH Capital Advisors LLC 7,737 $509k Jun 30, 2019 Aug 5, 2019
Guardian Capital Advisors LP 7,623 $508k Jun 30, 2019 Aug 14, 2019
SFMG LLC 7,624 $499k Jun 30, 2019 Aug 5, 2019
Signature Financial Management Inc 8,449 $496k Dec 31, 2018 Feb 13, 2019
Stelac Advisory Services LLC 7,415 $487k Jun 30, 2019 Jul 29, 2019
DB Root & Company LLC 7,369 $484k Jun 30, 2019 Jul 19, 2019
Lakeview Capital Partners LLC 7,343 $483k Jun 30, 2019 Aug 5, 2019
Modera Wealth Management LLC 7,184 $472k Jun 30, 2019 Aug 7, 2019
Interactive Financial Advisors Inc 7,180 $472k Jun 30, 2019 Jul 17, 2019
Oarsman Capital Inc 7,141 $469k Jun 30, 2019 Aug 13, 2019
Sonata Capital Group Inc 7,140 $469k Jun 30, 2019 Aug 5, 2019
Plancorp LLC 7,031 $462k Jun 30, 2019 Aug 13, 2019
Measured Wealth Private Client Group LLC 6,874 $452k Jun 30, 2019 Jul 26, 2019
Summit Asset Management LLC 6,849 $450k Jun 30, 2019 Aug 7, 2019
Baltimore-Washington Financial Advisors Inc 6,718 $442k Jun 30, 2019 Jul 25, 2019
Evensky & KATZ LLC 6,613 $428k Mar 31, 2019 Aug 6, 2019
RNC Capital Management LLC 6,500 $427k Jun 30, 2019 Jul 25, 2019
WP Advisors LLC 6,329 $416k Jun 30, 2019 Jul 23, 2019
Sensible Financial Planning and Management LLC 6,220 $409k Jun 30, 2019 Aug 7, 2019
Successful Portfolios LLC 6,051 $398k Jun 30, 2019 Jul 11, 2019
Meridian Investment Counsel Inc 6,006 $395k Jun 30, 2019 Aug 13, 2019
Folger Nolan Fleming Douglas Capital Management Inc 5,984 $393k Jun 30, 2019 Aug 9, 2019
Gradient Capital Advisors LLC 5,953 $391k Jun 30, 2019 Jul 16, 2019
Peak Capital Management LLC 6,171 $386k Jun 30, 2019 Aug 22, 2019
Harborview Advisors LLC 5,871 $386k Jun 30, 2019 Aug 7, 2019
Nottingham Advisors Inc 5,699 $375k Jun 30, 2019 Jul 17, 2019
CAMG Solamere Management LLC 5,672 $373k Jun 30, 2019 Aug 13, 2019
van Hulzen Asset Management LLC 5,665 $372k Jun 30, 2019 Aug 8, 2019
HT Partners LLC 5,640 $371k Jun 30, 2019 Jul 9, 2019
Johanson Financial Advisors Inc 5,487 $361k Jun 30, 2019 Jul 29, 2019
Bigelow Investment Advisors LLC 5,367 $353k Jun 30, 2019 Jul 17, 2019
Ironwood Wealth Management LLC 5,158 $339k Jun 30, 2019 Aug 14, 2019
Sunbelt Securities Inc 5,134 $337k Jun 30, 2019 Aug 1, 2019
Avondale Wealth Management LLC 5,103 $335k Jun 30, 2019 Jul 26, 2019
Twin Focus Capital Partners LLC 5,069 $333k Jun 30, 2019 Aug 14, 2019
Newport Wealth Strategies Inc 5,035 $330k Jun 30, 2019 Jul 22, 2019
S & Co Inc 5,000 $329k Jun 30, 2019 Jul 23, 2019
Capital Guardian Trust Company 5,006 $327k Jun 30, 2019 Aug 14, 2019
Ancora Family Wealth Advisors LLC 5,118 $303k Sep 30, 2016 Nov 4, 2016
REDW Stanley Financial Advisors LLC 4,562 $300k Jun 30, 2019 Aug 9, 2019
Pinkerton Retirement Specialists LLC 4,564 $300k Jun 30, 2019 Aug 6, 2019
Carret Asset Management LLC 4,561 $300k Jun 30, 2019 Aug 12, 2019
Conservest Capital Advisors Inc 4,441 $292k Jun 30, 2019 Jul 10, 2019
Sandhill Capital Partners LLC 4,441 $292k Jun 30, 2019 Aug 13, 2019
GHP Investment Advisors Inc 4,423 $291k Jun 30, 2019 Aug 2, 2019
SPC Financial Inc 4,410 $290k Jun 30, 2019 Aug 1, 2019
Signature Estate & Investment Advisors LLC 4,397 $289k Jun 30, 2019 Aug 1, 2019
Cohen Klingenstein LLC 4,300 $283k Jun 30, 2019 Jul 15, 2019
Huber Financial Advisors LLC 4,289 $282k Jun 30, 2019 Aug 5, 2019
Canal Capital Management LLC 4,212 $277k Jun 30, 2019 Jul 31, 2019
Butensky & Cohen Financial Security Inc 4,220 $277k Jun 30, 2019 Jul 12, 2019
Berkeley Capital Partners LLC 4,191 $275k Jun 30, 2019 Aug 8, 2019
GM Advisory Group Inc 4,063 $267k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 3,977 $261k Jun 30, 2019 Aug 6, 2019
Futureadvisor Inc 4,538 $260k Sep 30, 2015 Nov 17, 2015
Capital Planning Advisors LLC 3,920 $258k Jun 30, 2019 Aug 9, 2019
Ridgewood Investments LLC 3,900 $256k Jun 30, 2019 Jul 12, 2019
RDL Financial Inc 3,891 $256k Jun 30, 2019 Jul 17, 2019
Willow Creek Wealth Management Inc 3,896 $256k Jun 30, 2019 Jul 22, 2019
Obermeyer WOOD Investment Counsel LLLP 3,699 $243k Jun 30, 2019 Aug 13, 2019
Spectrum Management Group Inc 3,600 $237k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 3,600 $237k Jun 30, 2019 Aug 2, 2019
Donald L Hagan LLC 3,569 $235k Jun 30, 2019 Jul 18, 2019
Northstar Wealth Partners LLC 3,385 $222k Jun 30, 2019 Aug 15, 2019
Acorn Wealth Advisors LLC 3,514 $222k Jun 30, 2019 Aug 14, 2019
First Manhattan Co 3,320 $218k Jun 30, 2019 Aug 16, 2019
Atalanta Sosnoff Capital LLC 3,240 $213k Jun 30, 2019 Jul 15, 2019
Blankinship & Foster LLC 3,234 $213k Jun 30, 2019 Jul 30, 2019
Howland Capital Management LLC 3,146 $207k Jun 30, 2019 Jul 17, 2019
Thornburg Investment Management Inc 3,011 $198k Jun 30, 2019 Aug 6, 2019
Armor Investment Advisors LLC 2,471 $162k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 2,471 $162k Jun 30, 2019 Aug 13, 2019
Hallmark Capital Management Inc 1,559 $102k Jun 30, 2019 Aug 8, 2019
Spiderrock Advisors LLC 128,600 $91k Put Jun 30, 2019 Jul 29, 2019
Dividend Assets Capital LLC 1,143 $75k Jun 30, 2019 Jul 12, 2019
Stewardship Financial Advisors LLC 925 $61k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 925 $61k Jun 30, 2019 Aug 12, 2019
Toroso Investments LLC 910 $59k Jun 30, 2019 Aug 15, 2019
Capital Counsel LLC 766 $50k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 766 $50k Jun 30, 2019 Jul 26, 2019
Larson Financial Group LLC 672 $44k Jun 30, 2019 Jul 16, 2019
Transamerica Financial Advisors Inc 558 $37k Jun 30, 2019 Aug 21, 2019
The Bollard Group LLC 203 $13k Jun 30, 2019 Aug 13, 2019
Strategic Financial Group LLC 70 $5k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 70 $5k Jun 30, 2019 Jul 29, 2019
Colonial Trust Advisors Inc 61 $4k Jun 30, 2019 Aug 21, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Copyright © 2019 by InvestingReview.org / All Rights Reserved.