NEXTERA ENERGY INC
(65339F101)
Funds Reporting Holdings of NEXTERA ENERGY INC according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Tower Bridge Advisors Inc | 9,304 | $1,906,017k | Jun 30, 2019 | Aug 6, 2019 | |
| Alphasimplex Group LLC | 2,972 | $608,844k | Jun 30, 2019 | Aug 14, 2019 | |
| Laffer Investments Inc | 2,012 | $412,178k | Jun 30, 2019 | Aug 15, 2019 | |
| Santa Barbara Asset Management LLC | 1,204,808 | $232,913k | Mar 31, 2019 | May 14, 2019 | |
| Schafer Cullen Capital Management Inc | 973,286 | $203,154k | Jun 30, 2019 | Jul 30, 2019 | |
| Gabelli Funds LLC | 875,500 | $179,355k | Jun 30, 2019 | Aug 2, 2019 | |
| GQG Partners LLC | 872,568 | $178,604k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen & Steers Capital Management Inc | 1,219,593 | $126,899k | Mar 31, 2015 | May 15, 2015 | |
| DUFF & Phelps Investment Management Co | 591,120 | $121,097k | Jun 30, 2019 | Aug 2, 2019 | |
| Cantab Capital Partners LLP | 731 | $107,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Tocqueville Asset Management LP | 395,174 | $80,955k | Jun 30, 2019 | Jul 31, 2019 | |
| Cullen Capital Management LLC | 385,725 | $79,020k | Jun 30, 2019 | Jul 30, 2019 | |
| OZ Management LP | 348,822 | $71,460k | Jun 30, 2019 | Aug 16, 2019 | |
| Lehman Financial Resources Inc | 288,283 | $48,316k | Sep 30, 2018 | Nov 14, 2018 | |
| The Bollard Group LLC | 197,183 | $40,395k | Jun 30, 2019 | Aug 13, 2019 | |
| Cidel Asset Management Inc | 160,145 | $32,807k | Jun 30, 2019 | Aug 12, 2019 | |
| The Roosevelt Investment Group Inc | 136,722 | $28,009k | Jun 30, 2019 | Aug 8, 2019 | |
| 1919 Investment Counsel LLC | 286,868 | $26,932k | Sep 30, 2014 | Nov 14, 2014 | |
| Madison Investment Holdings Inc | 115,434 | $23,648k | Jun 30, 2019 | Aug 13, 2019 | |
| Osterweis Capital Management Inc | 111,977 | $22,940k | Jun 30, 2019 | Aug 14, 2019 | |
| Osterweis Capital Management LLC | 111,977 | $22,940k | Jun 30, 2019 | Aug 14, 2019 | |
| Nippon Life Global Investors Americas Inc | 110,280 | $22,593k | Jun 30, 2019 | Jul 23, 2019 | |
| Crow Point Partners LLC | 105,015 | $21,513k | Jun 30, 2019 | Aug 14, 2019 | |
| Cramer Rosenthal Mcglynn LLC | 99,744 | $20,434k | Jun 30, 2019 | Aug 13, 2019 | |
| Main Street Research LLC | 99,529 | $20,390k | Jun 30, 2019 | Aug 8, 2019 | |
| Adams Diversified Equity Fund Inc | 99,000 | $20,281k | Jun 30, 2019 | Jul 29, 2019 | |
| Badgley Phelps and Bell Inc | 97,267 | $19,926k | Jun 30, 2019 | Jul 30, 2019 | |
| Churchill Management Corp | 79,739 | $16,335k | Jun 30, 2019 | Jul 10, 2019 | |
| Daiwa SB Investments USA Ltd | 81,170 | $15,692k | Mar 31, 2019 | Apr 18, 2019 | |
| Daiwa SB Investments Ltd | 81,170 | $15,692k | Mar 31, 2019 | Apr 18, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 75,787 | $15,526k | Jun 30, 2019 | Aug 14, 2019 | |
| Greystone Managed Investments Inc | 72,455 | $14,843k | Jun 30, 2019 | Jul 23, 2019 | |
| Acadian Asset Management LLC | 71,573 | $14,662k | Jun 30, 2019 | Aug 8, 2019 | |
| Cambridge Investment Research Advisors Inc | 66,295 | $13,581k | Jun 30, 2019 | Aug 15, 2019 | |
| Abner Herrman & Brock LLC | 65,201 | $13,357k | Jun 30, 2019 | Jul 19, 2019 | |
| Wendell David Associates Inc | 55,314 | $11,332k | Jun 30, 2019 | Jul 16, 2019 | |
| Hoylecohen LLC | 54,818 | $11,230k | Jun 30, 2019 | Aug 9, 2019 | |
| Callahan Advisors LLC | 53,026 | $10,863k | Jun 30, 2019 | Jul 17, 2019 | |
| Ostrum Asset Management US LLC | 56,124 | $10,850k | Mar 31, 2019 | May 15, 2019 | |
| Energy Income Partners LLC | 51,837 | $10,619k | Jun 30, 2019 | Aug 14, 2019 | |
| Pacer Advisors Inc | 45,186 | $9,257k | Jun 30, 2019 | Aug 12, 2019 | |
| Brasada Capital Management LP | 42,019 | $8,771k | Jun 30, 2019 | Aug 7, 2019 | |
| Middleton & Company Inc | 42,741 | $8,756k | Jun 30, 2019 | Jul 25, 2019 | |
| Edgemoor Investment Advisors Inc | 42,598 | $8,727k | Jun 30, 2019 | Aug 9, 2019 | |
| Bruderman Asset Management LLC | 42,459 | $8,698k | Jun 30, 2019 | Aug 12, 2019 | |
| Investec Asset Management Limited | 42,320 | $8,670k | Jun 30, 2019 | Jul 30, 2019 | |
| Summit Partners Public Asset Management LLC | 40,000 | $8,194k | Jun 30, 2019 | Aug 14, 2019 | |
| Brightworth LLC | 38,739 | $7,936k | Jun 30, 2019 | Jul 31, 2019 | |
| Barometer Capital Management Inc | 36,785 | $7,536k | Jun 30, 2019 | Aug 13, 2019 | |
| Vision Capital Management Inc | 35,846 | $7,343k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 35,846 | $7,343k | Jun 30, 2019 | Jul 29, 2019 | |
| Strategic Financial Services Inc | 35,544 | $7,282k | Jun 30, 2019 | Aug 13, 2019 | |
| Mccollum Christoferson Group LLC | 35,400 | $7,252k | Jun 30, 2019 | Jul 11, 2019 | |
| Woodstock Corporation | 35,181 | $7,207k | Jun 30, 2019 | Jul 3, 2019 | |
| YHB Investment Advisors Inc | 32,477 | $6,653k | Jun 30, 2019 | Jul 15, 2019 | |
| Calamos Wealth Management LLC | 31,764 | $6,507k | Jun 30, 2019 | Aug 7, 2019 | |
| Cohen Capital Management Inc | 31,358 | $6,424k | Jun 30, 2019 | Aug 7, 2019 | |
| Stevens First Principles Investment Advisors | 30,405 | $6,229k | Jun 30, 2019 | Jul 22, 2019 | |
| Sentry Investment Management LLC | 29,294 | $6,001k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 29,294 | $6,001k | Jun 30, 2019 | Aug 12, 2019 | |
| JGP Wealth Management LLC | 26,626 | $5,455k | Jun 30, 2019 | Jul 15, 2019 | |
| Alley Company LLC | 26,443 | $5,417k | Jun 30, 2019 | Jul 30, 2019 | |
| Luminus Management LLC | 25,664 | $5,258k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Advisors Inc | 27,000 | $5,220k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Advisors LLC | 27,000 | $5,220k | Mar 31, 2019 | May 13, 2019 | |
| Cornerstone Investment Advisors LLC | 27,000 | $5,220k | Mar 31, 2019 | May 13, 2019 | |
| West Coast Financial LLC | 25,126 | $5,147k | Jun 30, 2019 | Jul 16, 2019 | |
| AULL & Monroe Investment Management Corp | 24,391 | $4,997k | Jun 30, 2019 | Jul 29, 2019 | |
| QS Investors LLC | 24,155 | $4,949k | Jun 30, 2019 | Aug 14, 2019 | |
| AXEL Capital Management LLC | 24,000 | $4,917k | Jun 30, 2019 | Aug 7, 2019 | |
| Cambria Investment Management LP | 23,868 | $4,890k | Jun 30, 2019 | Aug 12, 2019 | |
| Baugh & Associates LLC | 23,186 | $4,750k | Jun 30, 2019 | Jul 23, 2019 | |
| Signature Estate & Investment Advisors LLC | 22,830 | $4,677k | Jun 30, 2019 | Aug 1, 2019 | |
| Brandywine Global Investment Management LLC | 22,383 | $4,586k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 22,179 | $4,544k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 22,179 | $4,544k | Jun 30, 2019 | Aug 2, 2019 | |
| EFG Asset Management Americas Corp | 22,149 | $4,537k | Jun 30, 2019 | Jul 9, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 22,127 | $4,533k | Jun 30, 2019 | Aug 9, 2019 | |
| Contravisory Investment Management Inc | 21,713 | $4,448k | Jun 30, 2019 | Jul 9, 2019 | |
| Hamilton Point Investment Advisors LLC | 19,118 | $3,916k | Jun 30, 2019 | Jul 18, 2019 | |
| Monarch Capital Management Inc | 17,957 | $3,679k | Jun 30, 2019 | Jul 31, 2019 | |
| The RICE Partnership LLC | 17,101 | $3,503k | Jun 30, 2019 | Jul 25, 2019 | |
| Dupont Capital Management Corp | 16,427 | $3,365k | Jun 30, 2019 | Jul 30, 2019 | |
| West Oak Capital LLC | 16,398 | $3,359k | Jun 30, 2019 | Jul 12, 2019 | |
| HCR Wealth Advisors | 16,068 | $3,292k | Jun 30, 2019 | Jul 25, 2019 | |
| Somerset Group LLC | 16,000 | $3,278k | Jun 30, 2019 | Aug 12, 2019 | |
| Violich Capital Management | 15,990 | $3,276k | Jun 30, 2019 | Jul 22, 2019 | |
| Birch Hill Investment Advisors LLC | 15,918 | $3,261k | Jun 30, 2019 | Jul 22, 2019 | |
| Abbrea Capital LLC | 15,451 | $3,165k | Jun 30, 2019 | Jul 31, 2019 | |
| SFE Investment Counsel Inc | 15,422 | $3,159k | Jun 30, 2019 | Jul 26, 2019 | |
| BFSG LLC | 15,211 | $3,116k | Jun 30, 2019 | Jul 30, 2019 | |
| ELCO Management Company LLC | 14,885 | $3,049k | Jun 30, 2019 | Aug 1, 2019 | |
| First Manhattan Co | 14,619 | $2,994k | Jun 30, 2019 | Aug 16, 2019 | |
| Viking Fund Management LLC | 14,500 | $2,970k | Jun 30, 2019 | Jul 16, 2019 | |
| Torch Wealth Management LLC | 14,166 | $2,902k | Jun 30, 2019 | Aug 2, 2019 | |
| Bowen Hanes & Co Inc | 12,873 | $2,637k | Jun 30, 2019 | Aug 13, 2019 | |
| Eventide Asset Management LLC | 12,400 | $2,540k | Jun 30, 2019 | Aug 14, 2019 | |
| Altman Advisors Inc | 12,115 | $2,482k | Jun 30, 2019 | Jul 12, 2019 | |
| Cohen Klingenstein LLC | 11,600 | $2,376k | Jun 30, 2019 | Jul 15, 2019 | |
| Marietta Wealth Management LLC | 11,455 | $2,347k | Jun 30, 2019 | Aug 14, 2019 | |
| Tortoise Capital Advisors LLC | 10,533 | $2,158k | Jun 30, 2019 | Aug 14, 2019 | |
| Blue FIN Capital Inc | 9,904 | $2,028k | Jun 30, 2019 | Jul 22, 2019 | |
| Miles Capital Inc | 9,834 | $2,015k | Jun 30, 2019 | Aug 13, 2019 | |
| Carderock Capital Management Inc | 9,338 | $1,913k | Jun 30, 2019 | Jul 15, 2019 | |
| Beach Investment Management LLC | 9,140 | $1,872k | Jun 30, 2019 | Jul 17, 2019 | |
| Sicart Associates LLC | 9,000 | $1,844k | Jun 30, 2019 | Jul 23, 2019 | |
| Zimmer Partners LP | 8,900 | $1,823k | Jun 30, 2019 | Aug 14, 2019 | |
| Harbour Capital Advisors LLC | 8,825 | $1,808k | Jun 30, 2019 | Jul 10, 2019 | |
| Bristlecone Advisors LLC | 8,631 | $1,768k | Jun 30, 2019 | Jul 19, 2019 | |
| The Rikoon Group LLC | 8,533 | $1,748k | Jun 30, 2019 | Aug 6, 2019 | |
| Motley FOOL Asset Management LLC | 8,413 | $1,723k | Jun 30, 2019 | Aug 14, 2019 | |
| CWM Advisors LLC | 8,185 | $1,677k | Jun 30, 2019 | Jul 16, 2019 | |
| Triangle Securities Wealth Management | 7,799 | $1,631k | Jun 30, 2019 | Jul 10, 2019 | |
| Whitnell & Co | 7,707 | $1,579k | Jun 30, 2019 | Jul 16, 2019 | |
| OFI Advisors LLC | 15,777 | $1,539k | Sep 30, 2015 | Nov 16, 2015 | |
| Stanley-Laman Group Ltd | 7,471 | $1,531k | Jun 30, 2019 | Aug 1, 2019 | |
| Confluence Wealth Management LLC | 7,277 | $1,491k | Jun 30, 2019 | Aug 9, 2019 | |
| Dodge & COX | 7,142 | $1,463k | Jun 30, 2019 | Aug 13, 2019 | |
| Court Place Advisors LLC | 7,142 | $1,463k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Wealth Partners LLC | 7,101 | $1,455k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 7,101 | $1,455k | Jun 30, 2019 | Aug 6, 2019 | |
| Mitchell Capital Management Co | 6,964 | $1,427k | Jun 30, 2019 | Jul 24, 2019 | |
| Wilkins Investment Counsel Inc | 6,920 | $1,418k | Jun 30, 2019 | Aug 9, 2019 | |
| Curbstone Financial Management Corporation | 6,900 | $1,414k | Jun 30, 2019 | Jul 9, 2019 | |
| Northstar Investment Advisors LLC | 6,650 | $1,362k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 6,650 | $1,362k | Jun 30, 2019 | Jul 17, 2019 | |
| Colonial Trust Advisors Inc | 6,633 | $1,359k | Jun 30, 2019 | Aug 21, 2019 | |
| BTR Capital Management Inc | 6,630 | $1,358k | Jun 30, 2019 | Jul 18, 2019 | |
| The Investment House LLC | 6,600 | $1,352k | Jun 30, 2019 | Aug 5, 2019 | |
| Bigelow Investment Advisors LLC | 6,505 | $1,333k | Jun 30, 2019 | Jul 17, 2019 | |
| Horizon Investment Services LLC | 6,459 | $1,323k | Jun 30, 2019 | Aug 13, 2019 | |
| Evermay Wealth Management LLC | 6,456 | $1,323k | Jun 30, 2019 | Jul 23, 2019 | |
| Horizon Financial Services LLC | 6,459 | $1,323k | Jun 30, 2019 | Aug 13, 2019 | |
| Cutler Investment Counsel LLC | 6,300 | $1,291k | Jun 30, 2019 | Aug 5, 2019 | |
| Terra NOVA Asset Management LLC | 7,360 | $1,279k | Dec 31, 2018 | Feb 15, 2019 | |
| Aristotle Atlantic Partners LLC | 6,107 | $1,251k | Jun 30, 2019 | Aug 13, 2019 | |
| Benedict Financial Advisors Inc | 6,043 | $1,238k | Jun 30, 2019 | Aug 1, 2019 | |
| Providence Wealth Advisors LLC | 6,015 | $1,236k | Jun 30, 2019 | Jul 22, 2019 | |
| Telos Capital Management Inc | 5,903 | $1,209k | Jun 30, 2019 | Jul 19, 2019 | |
| Rodgers Brothers Inc | 5,890 | $1,207k | Jun 30, 2019 | Aug 14, 2019 | |
| Argent Capital Management LLC | 5,755 | $1,179k | Jun 30, 2019 | Aug 15, 2019 | |
| Taurus Asset Management LLC | 5,678 | $1,163k | Jun 30, 2019 | Aug 14, 2019 | |
| Chelsea Counsel Company | 6,930 | $1,158k | Jun 30, 2018 | Oct 3, 2018 | |
| Altavista Wealth Management Inc | 5,627 | $1,153k | Jun 30, 2019 | Aug 13, 2019 | |
| Dillon & Associates Inc | 5,532 | $1,134k | Jun 30, 2019 | Jul 22, 2019 | |
| Hall Capital Management Company Inc | 5,303 | $1,086k | Jun 30, 2019 | Aug 14, 2019 | |
| E & G Advisors LP | 5,300 | $1,086k | Jun 30, 2019 | Jul 12, 2019 | |
| Segment Wealth Management LLC | 5,145 | $1,054k | Jun 30, 2019 | Jul 29, 2019 | |
| Cypress Capital Management LLC | 5,056 | $1,036k | Jun 30, 2019 | Aug 5, 2019 | |
| Becker Capital Management Inc | 5,047 | $1,034k | Jun 30, 2019 | Aug 8, 2019 | |
| Secrest Blakey & Associates LLC | 5,035 | $1,032k | Jun 30, 2019 | Aug 13, 2019 | |
| Kayne Anderson Capital Advisors LP | 4,840 | $990k | Jun 30, 2019 | Jul 29, 2019 | |
| American National Registered Investment Advisor Inc | 4,700 | $963k | Jun 30, 2019 | Aug 5, 2019 | |
| Karpas Strategies LLC | 4,638 | $950k | Jun 30, 2019 | Jul 25, 2019 | |
| HIGH Pointe Capital Management LLC | 4,470 | $916k | Jun 30, 2019 | Aug 12, 2019 | |
| Harvest Capital Management Inc | 4,427 | $906k | Jun 30, 2019 | Aug 7, 2019 | |
| 10-15 Associates Inc | 4,423 | $906k | Jun 30, 2019 | Aug 12, 2019 | |
| Hartline Investment Corp | 4,352 | $892k | Jun 30, 2019 | Aug 8, 2019 | |
| BECK Capital Management LLC | 4,317 | $884k | Jun 30, 2019 | Aug 14, 2019 | |
| American Asset Management Inc | 4,268 | $874k | Jun 30, 2019 | Jul 31, 2019 | |
| Isthmus Partners LLC | 4,244 | $869k | Jun 30, 2019 | Aug 9, 2019 | |
| Carret Asset Management LLC | 4,021 | $824k | Jun 30, 2019 | Aug 12, 2019 | |
| Baldwin Investment Management LLC | 3,974 | $814k | Jun 30, 2019 | Aug 6, 2019 | |
| Wellington Shields & Co LLC | 3,900 | $799k | Jun 30, 2019 | Aug 8, 2019 | |
| Pacific Global Investment Management Co | 3,806 | $780k | Jun 30, 2019 | Aug 14, 2019 | |
| Tributary Capital Management LLC | 3,800 | $778k | Jun 30, 2019 | Jul 11, 2019 | |
| LOWE Brockenbrough & Company Inc | 3,761 | $771k | Jun 30, 2019 | Aug 12, 2019 | |
| S R Schill & Associates Inc | 3,625 | $743k | Jun 30, 2019 | Aug 19, 2019 | |
| Exchange Capital Management Inc | 3,621 | $742k | Jun 30, 2019 | Jul 22, 2019 | |
| Ipswich Investment Management Company Inc | 3,599 | $737k | Jun 30, 2019 | Jul 11, 2019 | |
| Boston Research and Management Inc | 3,570 | $731k | Jun 30, 2019 | Aug 7, 2019 | |
| Symphony Asset Management LLC | 3,565 | $730k | Jun 30, 2019 | Aug 14, 2019 | |
| Strategy Asset Managers LLC | 3,458 | $708k | Jun 30, 2019 | Aug 14, 2019 | |
| Crossvault Capital Management LLC | 3,434 | $704k | Jun 30, 2019 | Jul 19, 2019 | |
| Searle & Co | 3,412 | $699k | Jun 30, 2019 | Jul 17, 2019 | |
| Mcmillion Capital Management Inc | 3,305 | $677k | Jun 30, 2019 | Jul 25, 2019 | |
| Meridian Investment Counsel Inc | 3,274 | $671k | Jun 30, 2019 | Aug 13, 2019 | |
| Successful Portfolios LLC | 3,251 | $666k | Jun 30, 2019 | Jul 11, 2019 | |
| Stewart & Patten Co LLC | 3,124 | $640k | Jun 30, 2019 | Jul 17, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 3,106 | $636k | Jun 30, 2019 | Aug 9, 2019 | |
| Connecticut Wealth Management LLC | 3,090 | $633k | Jun 30, 2019 | Jul 29, 2019 | |
| Appleton Partners Inc | 3,042 | $623k | Jun 30, 2019 | Jul 25, 2019 | |
| Buckley Wealth Management LLC | 3,020 | $619k | Jun 30, 2019 | Jul 19, 2019 | |
| Hunter Associates Investment Management LLC | 3,000 | $615k | Jun 30, 2019 | Aug 8, 2019 | |
| Mcrae Capital Management Inc | 3,000 | $615k | Jun 30, 2019 | Jul 29, 2019 | |
| Summit Financial Group Inc | 2,866 | $587k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 2,866 | $587k | Jun 30, 2019 | Jul 3, 2019 | |
| Breiter Capital Management Inc | 2,851 | $584k | Jun 30, 2019 | Aug 23, 2019 | |
| Grandfield & DODD LLC | 2,845 | $583k | Jun 30, 2019 | Jul 29, 2019 | |
| Mirador Capital Partners LP | 2,836 | $581k | Jun 30, 2019 | Aug 6, 2019 | |
| Donald L Hagan LLC | 2,775 | $568k | Jun 30, 2019 | Jul 18, 2019 | |
| Signet Financial Management LLC | 2,661 | $557k | Jun 30, 2019 | Aug 13, 2019 | |
| SFMG LLC | 2,660 | $556k | Jun 30, 2019 | Aug 5, 2019 | |
| Liberty Capital Management Inc | 2,708 | $555k | Jun 30, 2019 | Jul 15, 2019 | |
| New England Private Wealth Advisors LLC | 2,708 | $555k | Jun 30, 2019 | Aug 8, 2019 | |
| Benin Management Corp | 2,650 | $543k | Jun 30, 2019 | Jul 31, 2019 | |
| Summit Asset Management LLC | 2,644 | $542k | Jun 30, 2019 | Aug 7, 2019 | |
| Gentrust LLC | 2,636 | $540k | Jun 30, 2019 | Aug 2, 2019 | |
| Schaller Investment Group Inc | 2,534 | $519k | Jun 30, 2019 | Aug 9, 2019 | |
| Pictet North America Advisors SA | 2,525 | $517k | Jun 30, 2019 | Aug 7, 2019 | |
| Southeast Asset Advisors Inc | 2,500 | $512k | Jun 30, 2019 | Aug 14, 2019 | |
| Carlson Capital Management LLC | 2,465 | $505k | Jun 30, 2019 | Jul 15, 2019 | |
| Berkeley Capital Partners LLC | 2,427 | $497k | Jun 30, 2019 | Aug 8, 2019 | |
| Dedora Capital Inc | 2,409 | $493k | Jun 30, 2019 | Aug 8, 2019 | |
| North American Management Corp | 2,395 | $491k | Jun 30, 2019 | Jul 30, 2019 | |
| Seizert Capital Partners LLC | 2,362 | $484k | Jun 30, 2019 | Aug 6, 2019 | |
| KMS Financial Services Inc | 4,910 | $461k | Sep 30, 2014 | Nov 17, 2014 | |
| Tufton Capital Management LLC | 2,250 | $460k | Jun 30, 2019 | Jul 26, 2019 | |
| Gilman Hill Asset Management LLC | 2,238 | $458k | Jun 30, 2019 | Jul 17, 2019 | |
| Schulhoff & Co Inc | 2,207 | $452k | Jun 30, 2019 | Aug 7, 2019 | |
| CWA Asset Management Group LLC | 2,199 | $450k | Jun 30, 2019 | Aug 13, 2019 | |
| Centre Asset Management LLC | 2,190 | $449k | Jun 30, 2019 | Jul 15, 2019 | |
| The Fiduciary Group LLC | 2,183 | $447k | Jun 30, 2019 | Aug 14, 2019 | |
| Beese Fulmer Investment Management Inc | 2,089 | $428k | Jun 30, 2019 | Jul 5, 2019 | |
| Sunbelt Securities Inc | 2,030 | $416k | Jun 30, 2019 | Aug 1, 2019 | |
| Argyle Capital Management Inc | 2,033 | $416k | Jun 30, 2019 | Jul 25, 2019 | |
| American Investment Services Inc | 2,022 | $414k | Jun 30, 2019 | Aug 6, 2019 | |
| SVA Plumb Wealth Management LLC | 1,973 | $404k | Jun 30, 2019 | Aug 13, 2019 | |
| RB Capital Management LLC | 1,957 | $401k | Jun 30, 2019 | Aug 7, 2019 | |
| F3Logic LLC | 1,939 | $395k | Jun 30, 2019 | Aug 2, 2019 | |
| Pring/Turner Capital Group Inc | 2,200 | $382k | Dec 31, 2018 | Feb 14, 2019 | |
| Asset Advisors Investment Management LLC | 1,867 | $382k | Jun 30, 2019 | Jul 25, 2019 | |
| Crabel Capital Management LLC | 1,849 | $379k | Jun 30, 2019 | Aug 13, 2019 | |
| Armbruster Capital Management Inc | 1,800 | $369k | Jun 30, 2019 | Jul 18, 2019 | |
| Interocean Capital LLC | 1,792 | $367k | Jun 30, 2019 | Aug 13, 2019 | |
| Keating Investment Counselors Inc | 1,700 | $348k | Jun 30, 2019 | Aug 1, 2019 | |
| Crescent Grove Advisors LLC | 1,700 | $348k | Jun 30, 2019 | Aug 6, 2019 | |
| First Western Capital Management Company | 1,693 | $347k | Jun 30, 2019 | Aug 14, 2019 | |
| GM Advisory Group Inc | 1,684 | $345k | Jun 30, 2019 | Aug 9, 2019 | |
| Stewardship Financial Advisors LLC | 1,613 | $330k | Jun 30, 2019 | Aug 12, 2019 | |
| Stewardship Advisors LLC | 1,613 | $330k | Jun 30, 2019 | Aug 12, 2019 | |
| Aureus Asset Management LLC | 1,604 | $329k | Jun 30, 2019 | Aug 14, 2019 | |
| GSB Wealth Management LLC | 1,575 | $323k | Jun 30, 2019 | Aug 9, 2019 | |
| Plancorp LLC | 1,570 | $322k | Jun 30, 2019 | Aug 13, 2019 | |
| Cornell Pochily Investment Advisors Inc | 1,565 | $321k | Jun 30, 2019 | Jul 22, 2019 | |
| Waters Parkerson & Co LLC | 1,559 | $319k | Jun 30, 2019 | Aug 6, 2019 | |
| Northstar Wealth Partners LLC | 1,526 | $313k | Jun 30, 2019 | Aug 15, 2019 | |
| Shepherd Financial Partners LLC | 1,502 | $308k | Jun 30, 2019 | Aug 5, 2019 | |
| ZWJ Investment Counsel Inc | 1,497 | $307k | Jun 30, 2019 | Jul 24, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 1,495 | $306k | Jun 30, 2019 | Jul 23, 2019 | |
| Marble Harbor Investment Counsel LLC | 1,462 | $300k | Jun 30, 2019 | Aug 7, 2019 | |
| Johanson Financial Advisors Inc | 1,443 | $294k | Jun 30, 2019 | Jul 29, 2019 | |
| MANA Advisors LLC | 1,433 | $294k | Jun 30, 2019 | Aug 14, 2019 | |
| Kingfisher Capital LLC | 1,414 | $290k | Jun 30, 2019 | Aug 14, 2019 | |
| Marco Investment Management LLC | 1,412 | $289k | Jun 30, 2019 | Aug 6, 2019 | |
| New England Research & Management Inc | 1,400 | $287k | Jun 30, 2019 | Jul 9, 2019 | |
| REDW Stanley Financial Advisors LLC | 1,396 | $286k | Jun 30, 2019 | Aug 9, 2019 | |
| Advisory Alpha LLC | 1,338 | $281k | Jun 30, 2019 | Aug 16, 2019 | |
| The London Company of Virginia LLC | 1,338 | $274k | Jun 30, 2019 | Aug 14, 2019 | |
| Bingham Osborn & Scarborough LLC | 1,316 | $270k | Jun 30, 2019 | Aug 2, 2019 | |
| Clear Perspective Advisors LLC | 1,305 | $267k | Jun 30, 2019 | Aug 12, 2019 | |
| Peconic Partners LLC | 1,300 | $266k | Jun 30, 2019 | Aug 14, 2019 | |
| LBMC Investment Advisors LLC | 1,298 | $266k | Jun 30, 2019 | Jul 18, 2019 | |
| Ancora Family Wealth Advisors LLC | 2,155 | $264k | Sep 30, 2016 | Nov 4, 2016 | |
| Valmark Advisers Inc | 1,270 | $260k | Jun 30, 2019 | Aug 7, 2019 | |
| Janney Capital Management LLC | 1,269 | $260k | Jun 30, 2019 | Jul 29, 2019 | |
| Cornerstone Capital Inc | 1,262 | $259k | Jun 30, 2019 | Aug 14, 2019 | |
| Cornerstone Capital Corp | 1,262 | $259k | Jun 30, 2019 | Aug 14, 2019 | |
| Salem Capital Management Inc | 1,247 | $256k | Jun 30, 2019 | Jul 9, 2019 | |
| Osborne Partners Capital Management LLC | 1,244 | $255k | Jun 30, 2019 | Jul 18, 2019 | |
| Thomas Story and SON LLC | 1,200 | $246k | Jun 30, 2019 | Jul 29, 2019 | |
| Aries Wealth Management LLC | 1,180 | $246k | Jun 30, 2019 | Jul 15, 2019 | |
| Bridgeworth LLC | 1,193 | $244k | Jun 30, 2019 | Jul 25, 2019 | |
| Bourgeon Capital Management LLC | 1,180 | $242k | Jun 30, 2019 | Jul 18, 2019 | |
| Lejeune Puetz Investment Counsel | 1,181 | $242k | Jun 30, 2019 | Jul 29, 2019 | |
| LGL Partners LLC | 1,150 | $236k | Jun 30, 2019 | Aug 14, 2019 | |
| Woodmont Investment Counsel LLC | 1,146 | $235k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 1,140 | $234k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 1,140 | $234k | Jun 30, 2019 | Jul 23, 2019 | |
| STA Wealth Management LLC | 1,130 | $232k | Jun 30, 2019 | Aug 14, 2019 | |
| Peak Asset Management LLC | 1,071 | $219k | Jun 30, 2019 | Aug 15, 2019 | |
| Portland Global Advisors LLC | 1,063 | $218k | Jun 30, 2019 | Jul 26, 2019 | |
| Armor Investment Advisors LLC | 1,065 | $218k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 1,065 | $218k | Jun 30, 2019 | Aug 13, 2019 | |
| Meritage Portfolio Management Inc | 1,055 | $216k | Jun 30, 2019 | Jul 30, 2019 | |
| Alliance Wealth Management Group LLC | 1,044 | $214k | Jun 30, 2019 | Aug 12, 2019 | |
| ARS Investment Partners LLC | 1,031 | $211k | Jun 30, 2019 | Aug 12, 2019 | |
| Financial Advantage Inc | 1,032 | $211k | Jun 30, 2019 | Jul 23, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 1,016 | $208k | Jun 30, 2019 | Jul 15, 2019 | |
| Hussman Strategic Advisors Inc | 1,000 | $205k | Jun 30, 2019 | Jul 31, 2019 | |
| Golub Group LLC | 1,000 | $205k | Jun 30, 2019 | Aug 13, 2019 | |
| Lenox Wealth Advisors LLC | 1,000 | $205k | Jun 30, 2019 | Jul 12, 2019 | |
| Keeler Thomas Management LLC | 998 | $204k | Jun 30, 2019 | Jul 31, 2019 | |
| Ballast Inc | 1,000 | $204k | Jun 30, 2019 | Jul 26, 2019 | |
| Crestwood Advisors Group LLC | 998 | $204k | Jun 30, 2019 | Aug 14, 2019 | |
| Northrock Partners LLC | 992 | $203k | Jun 30, 2019 | Aug 12, 2019 | |
| Prelude Capital Management LLC | 950 | $195k | Jun 30, 2019 | Aug 14, 2019 | |
| Highland Private Wealth Management | 893 | $183k | Jun 30, 2019 | Aug 13, 2019 | |
| FFCM LLC | 825 | $169k | Jun 30, 2019 | Jul 30, 2019 | |
| Interactive Financial Advisors Inc | 662 | $136k | Jun 30, 2019 | Jul 17, 2019 | |
| Benson Investment Management Company Inc | 346 | $71k | Jun 30, 2019 | Jul 11, 2019 | |
| ST Johns Investment Management Company LLC | 273 | $56k | Jun 30, 2019 | Jul 24, 2019 | |
| Peninsula Asset Management Inc | 215 | $44k | Jun 30, 2019 | Aug 15, 2019 | |
| Wealthplan Partners Inc | 200 | $43k | Jun 30, 2019 | Aug 19, 2019 | |
| Arlington Partners LLC | 167 | $34k | Jun 30, 2019 | Jul 10, 2019 | |
| Horan Securities Inc | 125 | $26k | Jun 30, 2019 | Jul 24, 2019 | |
| Alphaone Investment Services LLC | 113 | $23k | Jun 30, 2019 | Aug 13, 2019 | |
| Northstar Asset Management Inc | 70 | $14k | Jun 30, 2019 | Jul 16, 2019 | |
| Northstar Asset Management LLC | 70 | $14k | Jun 30, 2019 | Jul 16, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 38 | $8k | Jun 30, 2019 | Jul 9, 2019 | |
| Transamerica Financial Advisors Inc | 3 | $1k | Jun 30, 2019 | Aug 21, 2019 | |
| Independent Advisor Alliance LLC | 1,013 | $0k | Jun 30, 2019 | Aug 12, 2019 |