ISHARES TR RUS 1000 GRW ETF
(464287614)
Funds Reporting Holdings of ISHARES TR RUS 1000 GRW ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Retirement Income Solutions Inc | 135,192 | $21,271,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Churchill Management Corp | 2,230,274 | $350,911k | Jun 30, 2019 | Jul 10, 2019 | |
| Staley Capital Advisers Inc | 662,181 | $104,188k | Jun 30, 2019 | Aug 9, 2019 | |
| Stephens Group Asset Management LLC | 493,692 | $77,677k | Jun 30, 2019 | Jul 15, 2019 | |
| Independence Advisors LLC | 307,005 | $48,304k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 307,005 | $48,304k | Jun 30, 2019 | Aug 12, 2019 | |
| Berkshire Money Management Inc | 301,087 | $47,373k | Jun 30, 2019 | Jul 29, 2019 | |
| Northrock Partners LLC | 280,747 | $44,371k | Jun 30, 2019 | Aug 12, 2019 | |
| Merriman Wealth Management LLC | 27,653 | $44,051k | Jun 30, 2019 | Jul 31, 2019 | |
| Intersect Capital LLC | 249,604 | $39,273k | Jun 30, 2019 | Aug 9, 2019 | |
| Cambridge Investment Research Advisors Inc | 249,170 | $39,204k | Jun 30, 2019 | Aug 15, 2019 | |
| Polaris Greystone Financial Group LLC | 234,080 | $37,289k | Jun 30, 2019 | Jul 25, 2019 | |
| Huntington Steele LLC | 212,303 | $28,892k | Mar 31, 2018 | Apr 18, 2018 | |
| Financial Services Advisory Inc | 183,128 | $28,813k | Jun 30, 2019 | Jul 23, 2019 | |
| CPWM LLC | 179,321 | $28,214k | Jun 30, 2019 | Aug 2, 2019 | |
| Baker Avenue Asset Management LP | 178,747 | $28,124k | Jun 30, 2019 | Aug 14, 2019 | |
| Accredited Investors Inc | 157,600 | $24,797k | Jun 30, 2019 | Aug 13, 2019 | |
| Hirtle Callaghan & Co LLC | 154,427 | $24,298k | Jun 30, 2019 | Aug 13, 2019 | |
| Brickley Wealth Management | 137,913 | $21,699k | Jun 30, 2019 | Aug 9, 2019 | |
| QS Investors LLC | 130,161 | $20,480k | Jun 30, 2019 | Aug 14, 2019 | |
| Capital Planning Advisors LLC | 129,623 | $20,395k | Jun 30, 2019 | Aug 9, 2019 | |
| Gratus Capital LLC | 118,882 | $18,705k | Jun 30, 2019 | Aug 7, 2019 | |
| E & G Advisors LP | 115,756 | $18,213k | Jun 30, 2019 | Jul 12, 2019 | |
| Baring International Investment Ltd | 191,138 | $17,369k | Jun 30, 2014 | Jul 21, 2014 | |
| STA Wealth Management LLC | 106,654 | $16,781k | Jun 30, 2019 | Aug 14, 2019 | |
| Paulson Wealth Management Inc | 100,114 | $16,297k | Jun 30, 2019 | Jul 30, 2019 | |
| Nottingham Advisors Inc | 96,761 | $15,291k | Jun 30, 2019 | Jul 17, 2019 | |
| Badgley Phelps and Bell Inc | 87,908 | $13,832k | Jun 30, 2019 | Jul 30, 2019 | |
| Strategic Financial Services Inc | 86,228 | $13,567k | Jun 30, 2019 | Aug 13, 2019 | |
| O'Brien Wealth Partners LLC | 83,875 | $13,514k | Jun 30, 2019 | Jul 8, 2019 | |
| Fundx Investment Group LLC | 77,392 | $12,177k | Jun 30, 2019 | Aug 5, 2019 | |
| Jasper Ridge Partners LP | 69,729 | $10,971k | Jun 30, 2019 | Aug 9, 2019 | |
| Goldstein Munger + Associates | 65,871 | $10,364k | Jun 30, 2019 | Aug 2, 2019 | |
| GHP Investment Advisors Inc | 63,740 | $10,029k | Jun 30, 2019 | Aug 2, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 58,890 | $9,297k | Jun 30, 2019 | Aug 14, 2019 | |
| Fifth Third Securities Inc | 53,356 | $8,395k | Jun 30, 2019 | Jul 30, 2019 | |
| Bronfman EL Rothschild LP | 52,653 | $8,284k | Jun 30, 2019 | Aug 12, 2019 | |
| CAMG Solamere Management LLC | 52,079 | $8,195k | Jun 30, 2019 | Aug 13, 2019 | |
| Polen Capital Management LLC | 51,432 | $8,092k | Jun 30, 2019 | Aug 12, 2019 | |
| Founders Financial Securities LLC | 50,692 | $7,976k | Jun 30, 2019 | Jul 22, 2019 | |
| JMG Financial Group Ltd | 49,076 | $7,722k | Jun 30, 2019 | Aug 2, 2019 | |
| Connecticut Wealth Management LLC | 45,960 | $7,231k | Jun 30, 2019 | Jul 29, 2019 | |
| Sonata Capital Group Inc | 45,900 | $7,222k | Jun 30, 2019 | Aug 5, 2019 | |
| Lifeplan Financial Group Inc | 45,772 | $7,202k | Jun 30, 2019 | Jul 15, 2019 | |
| Insight 2811 Inc | 41,095 | $6,634k | Jun 30, 2019 | Jul 9, 2019 | |
| Mckinley Carter Wealth Services Inc | 41,983 | $6,606k | Jun 30, 2019 | Aug 2, 2019 | |
| Johanson Financial Advisors Inc | 38,442 | $6,049k | Jun 30, 2019 | Jul 29, 2019 | |
| Cahaba Wealth Management Inc | 37,099 | $5,837k | Jun 30, 2019 | Jul 31, 2019 | |
| White Lighthouse Investment Management Inc | 35,880 | $5,645k | Jun 30, 2019 | Jul 31, 2019 | |
| Ballast Inc | 34,258 | $5,390k | Jun 30, 2019 | Jul 26, 2019 | |
| Adviceperiod LLC | 32,476 | $5,110k | Jun 30, 2019 | Jul 22, 2019 | |
| Private Vista LLC | 31,291 | $4,926k | Jun 30, 2019 | Jul 19, 2019 | |
| The Genwealth Group Inc | 26,580 | $4,253k | Jun 30, 2019 | Jul 10, 2019 | |
| Managed Account Services Inc | 26,040 | $4,196k | Jun 30, 2019 | Jul 15, 2019 | |
| Crescent Grove Advisors LLC | 26,046 | $4,098k | Jun 30, 2019 | Aug 6, 2019 | |
| RNC Capital Management LLC | 25,642 | $4,035k | Jun 30, 2019 | Jul 25, 2019 | |
| EP Wealth Advisors LLC | 24,741 | $3,893k | Jun 30, 2019 | Aug 27, 2019 | |
| Osborne Partners Capital Management LLC | 24,649 | $3,878k | Jun 30, 2019 | Jul 18, 2019 | |
| Drexel Morgan & Co | 24,633 | $3,876k | Jun 30, 2019 | Aug 8, 2019 | |
| Strategic Point Investment Advisors LLC | 23,815 | $3,747k | Jun 30, 2019 | Aug 14, 2019 | |
| Gillespie Robinson & Grimm Inc | 23,626 | $3,717k | Jun 30, 2019 | Jul 22, 2019 | |
| Harbour Capital Advisors LLC | 23,033 | $3,624k | Jun 30, 2019 | Jul 10, 2019 | |
| Intercontinental Wealth Advisors LLC | 21,672 | $3,410k | Jun 30, 2019 | Aug 2, 2019 | |
| Towerpoint Wealth LLC | 20,892 | $3,370k | Jun 30, 2019 | Aug 7, 2019 | |
| Nikulski Financial Inc | 20,334 | $3,291k | Jun 30, 2019 | Jul 22, 2019 | |
| The Mathes Company Inc | 19,450 | $3,060k | Jun 30, 2019 | Jul 29, 2019 | |
| Modera Wealth Management LLC | 19,197 | $3,020k | Jun 30, 2019 | Aug 7, 2019 | |
| Confluence Wealth Management LLC | 18,989 | $2,988k | Jun 30, 2019 | Aug 9, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 18,969 | $2,985k | Jun 30, 2019 | Aug 6, 2019 | |
| Diversified Portfolios Inc | 18,816 | $2,960k | Jun 30, 2019 | Aug 13, 2019 | |
| The Northstar Group Inc | 18,427 | $2,899k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 18,427 | $2,899k | Jun 30, 2019 | Jul 12, 2019 | |
| HM Capital Management LLC | 18,045 | $2,839k | Jun 30, 2019 | Jul 24, 2019 | |
| Alesco Advisors LLC | 17,948 | $2,824k | Jun 30, 2019 | Aug 14, 2019 | |
| Brightworth LLC | 17,528 | $2,758k | Jun 30, 2019 | Jul 31, 2019 | |
| Wealth and Pension Services Group Inc | 17,262 | $2,716k | Jun 30, 2019 | Aug 15, 2019 | |
| Horan Securities Inc | 16,899 | $2,659k | Jun 30, 2019 | Jul 24, 2019 | |
| Midwest Professional Planners Ltd | 16,496 | $2,596k | Jun 30, 2019 | Aug 12, 2019 | |
| Canal Capital Management LLC | 16,356 | $2,573k | Jun 30, 2019 | Jul 31, 2019 | |
| Financial Advisory Service Inc | 15,666 | $2,465k | Jun 30, 2019 | Jul 25, 2019 | |
| Crestwood Advisors Group LLC | 15,391 | $2,422k | Jun 30, 2019 | Aug 14, 2019 | |
| Evanson Asset Management LLC | 15,301 | $2,407k | Jun 30, 2019 | Jul 11, 2019 | |
| F3Logic LLC | 13,846 | $2,179k | Jun 30, 2019 | Aug 2, 2019 | |
| Wilshire Associates Incorporated | 13,718 | $2,158k | Jun 30, 2019 | Aug 14, 2019 | |
| IMS Capital Management Inc | 13,552 | $2,132k | Jun 30, 2019 | Aug 14, 2019 | |
| New England Private Wealth Advisors LLC | 13,226 | $2,081k | Jun 30, 2019 | Aug 8, 2019 | |
| Smith & Howard Wealth Management LLC | 12,779 | $2,011k | Jun 30, 2019 | Jul 23, 2019 | |
| Sigma Investment Counselors Inc | 11,722 | $1,844k | Jun 30, 2019 | Jul 23, 2019 | |
| Chesley TAFT & Associates LLC | 11,690 | $1,839k | Jun 30, 2019 | Jul 10, 2019 | |
| Round Table Services LLC | 11,620 | $1,828k | Jun 30, 2019 | Jul 17, 2019 | |
| Sands Capital Management LLC | 11,570 | $1,820k | Jun 30, 2019 | Aug 14, 2019 | |
| DB Root & Company LLC | 11,269 | $1,773k | Jun 30, 2019 | Jul 19, 2019 | |
| BHK Investment Advisors LLC | 11,166 | $1,757k | Jun 30, 2019 | Aug 2, 2019 | |
| Transamerica Financial Advisors Inc | 10,390 | $1,635k | Jun 30, 2019 | Aug 21, 2019 | |
| KMS Financial Services Inc | 17,707 | $1,622k | Sep 30, 2014 | Nov 17, 2014 | |
| Cahill Financial Advisors Inc | 10,049 | $1,582k | Jun 30, 2019 | Aug 14, 2019 | |
| Annex Advisory Services LLC | 10,043 | $1,581k | Jun 30, 2019 | Jul 18, 2019 | |
| Apriem Advisors | 10,000 | $1,573k | Jun 30, 2019 | Aug 14, 2019 | |
| Chilton Capital Management LLC | 9,761 | $1,536k | Jun 30, 2019 | Aug 13, 2019 | |
| Middleton & Company Inc | 9,551 | $1,503k | Jun 30, 2019 | Jul 25, 2019 | |
| Howland Capital Management LLC | 9,519 | $1,498k | Jun 30, 2019 | Jul 17, 2019 | |
| Acropolis Investment Management LLC | 9,381 | $1,476k | Jun 30, 2019 | Jul 11, 2019 | |
| Dimension Capital Management LLC | 8,857 | $1,393k | Jun 30, 2019 | Aug 12, 2019 | |
| Blue CHIP Wealth Management Inc | 8,569 | $1,348k | Jun 30, 2019 | Aug 13, 2019 | |
| Berkeley Capital Partners LLC | 8,480 | $1,334k | Jun 30, 2019 | Aug 8, 2019 | |
| Cambridge Advisors Inc | 8,314 | $1,308k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 8,314 | $1,308k | Jun 30, 2019 | Jul 26, 2019 | |
| Choate Investment Advisors LLC | 8,118 | $1,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Spears Abacus Advisors LLC | 7,952 | $1,251k | Jun 30, 2019 | Aug 9, 2019 | |
| Segment Wealth Management LLC | 7,921 | $1,246k | Jun 30, 2019 | Jul 29, 2019 | |
| PURE Financial Advisors Inc | 7,709 | $1,213k | Jun 30, 2019 | Jul 11, 2019 | |
| Financial Sense Advisors Inc | 7,611 | $1,198k | Jun 30, 2019 | Aug 2, 2019 | |
| Alliance Wealth Management Group LLC | 7,511 | $1,182k | Jun 30, 2019 | Aug 12, 2019 | |
| Valmark Advisers Inc | 7,214 | $1,135k | Jun 30, 2019 | Aug 7, 2019 | |
| Blankinship & Foster LLC | 7,084 | $1,115k | Jun 30, 2019 | Jul 30, 2019 | |
| Evensky & KATZ LLC | 7,289 | $1,103k | Mar 31, 2019 | Aug 6, 2019 | |
| American Investment Services Inc | 7,007 | $1,102k | Jun 30, 2019 | Aug 6, 2019 | |
| Coyle Financial Counsel LLC | 6,892 | $1,084k | Jun 30, 2019 | Aug 13, 2019 | |
| Epstein and White Financial LLC | 6,546 | $1,028k | Jun 30, 2019 | Jul 19, 2019 | |
| Biltmore Family Office LLC | 6,507 | $1,024k | Jun 30, 2019 | Jul 31, 2019 | |
| 10-15 Associates Inc | 6,476 | $1,019k | Jun 30, 2019 | Aug 12, 2019 | |
| Paragon Wealth Strategies LLC | 6,438 | $1,013k | Jun 30, 2019 | Jul 17, 2019 | |
| Jordan Park Group LLC | 6,372 | $1,003k | Jun 30, 2019 | Jul 22, 2019 | |
| Willow Creek Wealth Management Inc | 6,321 | $995k | Jun 30, 2019 | Jul 22, 2019 | |
| WSFS Capital Management LLC | 6,075 | $956k | Jun 30, 2019 | Aug 14, 2019 | |
| Calamos Wealth Management LLC | 5,998 | $944k | Jun 30, 2019 | Aug 7, 2019 | |
| Front Barnett Associates LLC | 5,880 | $925k | Jun 30, 2019 | Aug 6, 2019 | |
| Summit Financial Group Inc | 5,695 | $896k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 5,695 | $896k | Jun 30, 2019 | Jul 3, 2019 | |
| Vivaldi Capital Management LLC | 5,643 | $888k | Jun 30, 2019 | Aug 14, 2019 | |
| Highwater Wealth Management LLC | 5,636 | $887k | Jun 30, 2019 | Jul 18, 2019 | |
| Private Asset Management Inc | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 5,546 | $873k | Jun 30, 2019 | Aug 14, 2019 | |
| S & Co Inc | 5,499 | $865k | Jun 30, 2019 | Jul 23, 2019 | |
| The Burney Company | 5,158 | $812k | Jun 30, 2019 | Aug 12, 2019 | |
| Smith Salley & Associates LLC | 5,115 | $805k | Jun 30, 2019 | Jul 12, 2019 | |
| Bingham Osborn & Scarborough LLC | 5,072 | $798k | Jun 30, 2019 | Aug 2, 2019 | |
| Brookmont Capital Management LLC | 5,065 | $797k | Jun 30, 2019 | Jul 18, 2019 | |
| Tocqueville Asset Management LP | 4,912 | $773k | Jun 30, 2019 | Jul 31, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 4,899 | $771k | Jun 30, 2019 | Jul 10, 2019 | |
| Joel Isaacson & Co LLC | 4,853 | $764k | Jun 30, 2019 | Jul 11, 2019 | |
| Summit Financial Strategies Inc | 4,806 | $756k | Jun 30, 2019 | Aug 8, 2019 | |
| United Asset Strategies Inc | 4,768 | $750k | Jun 30, 2019 | Jul 31, 2019 | |
| van Hulzen Asset Management LLC | 4,762 | $749k | Jun 30, 2019 | Aug 8, 2019 | |
| AFT Forsyth and Company Inc | 4,670 | $735k | Jun 30, 2019 | Jul 29, 2019 | |
| Alexandria Capital LLC | 4,432 | $697k | Jun 30, 2019 | Aug 12, 2019 | |
| Harborview Advisors LLC | 4,378 | $689k | Jun 30, 2019 | Aug 7, 2019 | |
| Greatmark Investment Partners Inc | 4,345 | $684k | Jun 30, 2019 | Aug 5, 2019 | |
| The RICE Partnership LLC | 4,223 | $664k | Jun 30, 2019 | Jul 25, 2019 | |
| JAG Capital Management LLC | 4,044 | $636k | Jun 30, 2019 | Jul 22, 2019 | |
| Wealthstar Advisors LLC | 3,980 | $628k | Jun 30, 2019 | Aug 7, 2019 | |
| Carret Asset Management LLC | 3,945 | $621k | Jun 30, 2019 | Aug 12, 2019 | |
| Emerald Investment Partners LLC | 3,846 | $605k | Jun 30, 2019 | Aug 12, 2019 | |
| Tortoise Investment Management LLC | 3,611 | $568k | Jun 30, 2019 | Aug 7, 2019 | |
| Lourd Capital LLC | 3,543 | $557k | Jun 30, 2019 | Jul 11, 2019 | |
| Clear Perspective Advisors LLC | 3,481 | $548k | Jun 30, 2019 | Aug 12, 2019 | |
| Hourglass Capital LLC | 3,454 | $543k | Jun 30, 2019 | Aug 12, 2019 | |
| Bridgeworth LLC | 3,380 | $532k | Jun 30, 2019 | Jul 25, 2019 | |
| Gilbert & COOK Inc | 3,368 | $530k | Jun 30, 2019 | Aug 5, 2019 | |
| Harbor Advisory Corporation | 3,350 | $527k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 3,350 | $527k | Jun 30, 2019 | Jul 30, 2019 | |
| SAND Hill Global Advisors LLC | 3,298 | $519k | Jun 30, 2019 | Aug 13, 2019 | |
| Ballew Advisors Inc | 3,103 | $507k | Jun 30, 2019 | Jul 17, 2019 | |
| Andesa Financial Management Inc | 3,202 | $503k | Jun 30, 2019 | Jul 30, 2019 | |
| Harfst and Associates Inc | 3,164 | $497k | Jun 30, 2019 | Aug 14, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 3,071 | $483k | Jun 30, 2019 | Aug 9, 2019 | |
| Sawtooth Solutions LLC | 2,995 | $472k | Jun 30, 2019 | Aug 8, 2019 | |
| Sunbelt Securities Inc | 2,964 | $466k | Jun 30, 2019 | Aug 1, 2019 | |
| The Jentner Corporation | 2,936 | $462k | Jun 30, 2019 | Jul 16, 2019 | |
| Stearns Financial Services Group Inc | 2,933 | $462k | Jun 30, 2019 | Aug 14, 2019 | |
| Fernwood Investment Management LLC | 2,892 | $455k | Jun 30, 2019 | Aug 1, 2019 | |
| The Financial Consulate Inc | 2,875 | $452k | Jun 30, 2019 | Jul 24, 2019 | |
| Carlson Capital Management LLC | 2,822 | $444k | Jun 30, 2019 | Jul 15, 2019 | |
| Plancorp LLC | 2,815 | $443k | Jun 30, 2019 | Aug 13, 2019 | |
| Twele Capital Management Inc | 2,812 | $442k | Jun 30, 2019 | Jul 18, 2019 | |
| Northstar Investment Advisors LLC | 2,786 | $438k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 2,786 | $438k | Jun 30, 2019 | Jul 17, 2019 | |
| Ridgewood Investments LLC | 2,773 | $436k | Jun 30, 2019 | Jul 12, 2019 | |
| Abbot Financial Management Inc | 2,716 | $427k | Jun 30, 2019 | Aug 8, 2019 | |
| Biegel & Waller LLC | 2,710 | $426k | Jun 30, 2019 | Jul 23, 2019 | |
| REDW Stanley Financial Advisors LLC | 2,697 | $424k | Jun 30, 2019 | Aug 9, 2019 | |
| Venturi Wealth Management LLC | 2,677 | $421k | Jun 30, 2019 | Aug 7, 2019 | |
| Allen Investment Management LLC | 2,671 | $420k | Jun 30, 2019 | Aug 12, 2019 | |
| LGL Partners LLC | 2,609 | $410k | Jun 30, 2019 | Aug 14, 2019 | |
| Shepherd Financial Partners LLC | 2,568 | $404k | Jun 30, 2019 | Aug 5, 2019 | |
| Torray LLC | 2,544 | $400k | Jun 30, 2019 | Aug 8, 2019 | |
| Bluesky Wealth Advisors LLC | 2,526 | $397k | Jun 30, 2019 | Aug 5, 2019 | |
| Darrell & King LLC | 2,521 | $397k | Jun 30, 2019 | Aug 15, 2019 | |
| Cornerstone Advisory LLC | 2,499 | $393k | Jun 30, 2019 | Aug 8, 2019 | |
| Huber Financial Advisors LLC | 2,344 | $369k | Jun 30, 2019 | Aug 5, 2019 | |
| Bigelow Investment Advisors LLC | 2,265 | $356k | Jun 30, 2019 | Jul 17, 2019 | |
| Oak Ridge Investments LLC | 2,233 | $351k | Jun 30, 2019 | Aug 14, 2019 | |
| Vestor Capital LLC | 2,228 | $351k | Jun 30, 2019 | Aug 6, 2019 | |
| Avondale Wealth Management LLC | 2,218 | $349k | Jun 30, 2019 | Jul 26, 2019 | |
| IRON Financial LLC | 2,274 | $344k | Jun 30, 2019 | Aug 2, 2019 | |
| Omnistar Financial Group Inc | 2,185 | $344k | Jun 30, 2019 | Jul 30, 2019 | |
| Harvest Capital Management Inc | 2,185 | $343k | Jun 30, 2019 | Aug 7, 2019 | |
| Cfo4Life Group LLC | 2,117 | $333k | Jun 30, 2019 | Jul 29, 2019 | |
| Abbrea Capital LLC | 2,110 | $332k | Jun 30, 2019 | Jul 31, 2019 | |
| Private Wealth Partners LLC | 2,095 | $330k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 2,095 | $330k | Jun 30, 2019 | Aug 6, 2019 | |
| Mcnamara Financial Services Inc | 2,158 | $327k | Jun 30, 2019 | Jul 12, 2019 | |
| Matthew GOFF Investment Advisor LLC | 2,074 | $326k | Jun 30, 2019 | Aug 5, 2019 | |
| The Retirement Planning Group Inc | 2,036 | $320k | Jun 30, 2019 | Jul 25, 2019 | |
| Armor Investment Advisors LLC | 2,017 | $317k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 2,017 | $317k | Jun 30, 2019 | Aug 13, 2019 | |
| Geller Advisors LLC | 2,000 | $315k | Jun 30, 2019 | Aug 14, 2019 | |
| COE Capital Management LLC | 1,980 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Colonial Trust Advisors Inc | 1,963 | $309k | Jun 30, 2019 | Aug 21, 2019 | |
| Donald L Hagan LLC | 1,916 | $301k | Jun 30, 2019 | Jul 18, 2019 | |
| Wealth Enhancement Advisory Services LLC | 1,830 | $300k | Jun 30, 2019 | Aug 2, 2019 | |
| HIGH Falls Advisors Inc | 1,901 | $299k | Jun 30, 2019 | Aug 15, 2019 | |
| Pagnatokarp Partners LLC | 1,897 | $299k | Jun 30, 2019 | Aug 8, 2019 | |
| Futureadvisor Inc | 3,176 | $295k | Sep 30, 2015 | Nov 17, 2015 | |
| Liberty Capital Management Inc | 1,860 | $293k | Jun 30, 2019 | Jul 15, 2019 | |
| LVW Advisors LLC | 1,857 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
| KARP Capital Management Corporation | 1,845 | $290k | Jun 30, 2019 | Aug 8, 2019 | |
| SVA Plumb Wealth Management LLC | 1,813 | $285k | Jun 30, 2019 | Aug 13, 2019 | |
| Evermay Wealth Management LLC | 1,771 | $279k | Jun 30, 2019 | Jul 23, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 1,756 | $276k | Jun 30, 2019 | Aug 12, 2019 | |
| Strategic Advisors LLC | 1,742 | $274k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 1,742 | $274k | Jun 30, 2019 | Jul 22, 2019 | |
| Ashfield Capital Partners LLC | 1,744 | $274k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic Investment Advisors Inc | 1,742 | $274k | Jun 30, 2019 | Jul 22, 2019 | |
| KCS Wealth Advisory LLC | 1,731 | $272k | Jun 30, 2019 | Jul 29, 2019 | |
| Klingenstein Fields & Co LLC | 1,705 | $268k | Jun 30, 2019 | Aug 12, 2019 | |
| Columbus Macro LLC | 1,693 | $266k | Jun 30, 2019 | Jul 16, 2019 | |
| The O'Dell Group LLC | 1,643 | $259k | Jun 30, 2019 | Jul 24, 2019 | |
| Ausdal Financial Partners Inc | 1,556 | $254k | Jun 30, 2019 | Aug 5, 2019 | |
| Prelude Capital Management LLC | 1,596 | $251k | Jun 30, 2019 | Aug 14, 2019 | |
| Lyell Wealth Management LP | 1,591 | $250k | Jun 30, 2019 | Aug 1, 2019 | |
| Wespac Advisors Socal LLC | 1,575 | $247k | Jun 30, 2019 | Jul 30, 2019 | |
| Highland Private Wealth Management | 1,555 | $245k | Jun 30, 2019 | Aug 13, 2019 | |
| Stratford Consulting LLC | 1,557 | $245k | Jun 30, 2019 | Aug 2, 2019 | |
| Legacy Wealth Management Inc | 1,540 | $242k | Jun 30, 2019 | Jul 17, 2019 | |
| Legacy Wealth Management LLC | 1,540 | $242k | Jun 30, 2019 | Jul 17, 2019 | |
| LBMC Investment Advisors LLC | 1,501 | $236k | Jun 30, 2019 | Jul 18, 2019 | |
| Bridgecreek Investment Management LLC | 1,500 | $236k | Jun 30, 2019 | Aug 14, 2019 | |
| Bristlecone Advisors LLC | 1,469 | $231k | Jun 30, 2019 | Jul 19, 2019 | |
| Telos Capital Management Inc | 1,450 | $228k | Jun 30, 2019 | Jul 19, 2019 | |
| Jaffetilchin Investment Partners LLC | 1,429 | $225k | Jun 30, 2019 | Aug 13, 2019 | |
| van Strum & Towne Inc | 1,426 | $224k | Jun 30, 2019 | Aug 12, 2019 | |
| Stokes & Hubbell Capital Management LLC | 1,477 | $224k | Mar 31, 2019 | Apr 24, 2019 | |
| Cambiar Investors LLC | 1,404 | $221k | Jun 30, 2019 | Jul 25, 2019 | |
| ARS Investment Partners LLC | 1,393 | $219k | Jun 30, 2019 | Aug 12, 2019 | |
| Rezny Wealth Management Inc | 1,367 | $215k | Jun 30, 2019 | Jul 24, 2019 | |
| First Manhattan Co | 1,360 | $213k | Jun 30, 2019 | Aug 16, 2019 | |
| Janney Capital Management LLC | 1,354 | $213k | Jun 30, 2019 | Jul 29, 2019 | |
| Bourgeon Capital Management LLC | 1,350 | $212k | Jun 30, 2019 | Jul 18, 2019 | |
| Clifford SWAN Investment Counsel LLC | 1,330 | $209k | Jun 30, 2019 | Aug 13, 2019 | |
| Isthmus Partners LLC | 1,330 | $209k | Jun 30, 2019 | Aug 9, 2019 | |
| Tufton Capital Management LLC | 1,326 | $208k | Jun 30, 2019 | Jul 26, 2019 | |
| Cypress Capital Management LLC | 1,308 | $206k | Jun 30, 2019 | Aug 5, 2019 | |
| FFT Wealth Management LLC | 1,305 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| RKL Wealth Management LLC | 1,300 | $204k | Jun 30, 2019 | Aug 2, 2019 | |
| Peninsula Wealth LLC | 1,294 | $204k | Jun 30, 2019 | Aug 2, 2019 | |
| Baker Ellis Asset Management LLC | 1,207 | $190k | Jun 30, 2019 | Aug 12, 2019 | |
| New Potomac Partners LLC | 1,200 | $189k | Jun 30, 2019 | Jul 26, 2019 | |
| Payden & Rygel | 1,000 | $157k | Jun 30, 2019 | Aug 6, 2019 | |
| Capital Investment Counsel Inc | 959 | $151k | Jun 30, 2019 | Jul 26, 2019 | |
| Capital Counsel LLC | 959 | $151k | Jun 30, 2019 | Jul 26, 2019 | |
| Quadrant Capital Management LLC | 900 | $142k | Jun 30, 2019 | Aug 8, 2019 | |
| Larson Financial Group LLC | 893 | $140k | Jun 30, 2019 | Jul 16, 2019 | |
| Secrest Blakey & Associates LLC | 651 | $102k | Jun 30, 2019 | Aug 13, 2019 | |
| Jackson Grant Investment Advisers Inc | 643 | $101k | Jun 30, 2019 | Aug 13, 2019 | |
| Tower VIEW Investment Management & Research LLC | 555 | $87k | Jun 30, 2019 | Jul 17, 2019 | |
| Barrett Asset Management LLC | 400 | $63k | Jun 30, 2019 | Aug 5, 2019 | |
| DSM Capital Partners LLC | 372 | $58k | Jun 30, 2019 | Aug 14, 2019 | |
| RPG Investment Advisory LLC | 300 | $48k | Jun 30, 2019 | Jul 10, 2019 | |
| SYM Financial Corporation | 234 | $37k | Jun 30, 2019 | Jul 29, 2019 | |
| 1919 Investment Counsel LLC | 375 | $35k | Sep 30, 2014 | Nov 14, 2014 | |
| Cranbrook Wealth Management LLC | 212 | $33k | Jun 30, 2019 | Aug 7, 2019 | |
| Litman Gregory Asset Management LLC | 169 | $27k | Jun 30, 2019 | Jul 31, 2019 | |
| The Fiduciary Group LLC | 152 | $24k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcmillion Capital Management Inc | 135 | $21k | Jun 30, 2019 | Jul 25, 2019 | |
| The Central Trust Bank | 73 | $11k | Jun 30, 2019 | Jul 16, 2019 | |
| Stewardship Financial Advisors LLC | 48 | $8k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 48 | $8k | Jun 30, 2019 | Aug 12, 2019 |