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PEPSICO INC
(713448108)

Funds Reporting Holdings of PEPSICO INC according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 106,017 $13,902,009k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 14,645 $1,632,000k Sep 30, 2017 Nov 14, 2017
Magellan Asset Management Limited 8,221,813 $1,078,126k Jun 30, 2019 Aug 13, 2019
Yacktman Asset Management LP 6,681,723 $876,174k Jun 30, 2019 Aug 2, 2019
Laffer Investments Inc 5,739 $752,555k Jun 30, 2019 Aug 15, 2019
Retirement Income Solutions Inc 4,770 $625,000k Jun 30, 2019 Jul 23, 2019
Alphasimplex Group LLC 4,594 $602,411k Jun 30, 2019 Aug 14, 2019
Jensen Investment Management Inc 4,457,400 $584,499k Jun 30, 2019 Aug 2, 2019
Sanders Capital LLC 3,278,487 $481,824k Jun 30, 2019 Jul 23, 2019
Vontobel Asset Management Inc 2,213,098 $299,225k Jun 30, 2019 Aug 14, 2019
Burgundy Asset Management Ltd 2,272,511 $297,994k Jun 30, 2019 Aug 14, 2019
Diamond Hill Capital Management Inc 1,950,022 $255,706k Jun 30, 2019 Aug 1, 2019
Acadian Asset Management LLC 1,425,165 $186,882k Jun 30, 2019 Aug 8, 2019
Mawer Investment Management Ltd 1,344,357 $176,309k Jun 30, 2019 Aug 6, 2019
Santa Barbara Asset Management LLC 1,436,853 $176,086k Mar 31, 2019 May 14, 2019
Focused Investors LLC 823,000 $107,920k Jun 30, 2019 Jul 16, 2019
Gabelli Funds LLC 693,900 $90,991k Jun 30, 2019 Aug 2, 2019
Investec Asset Management Limited 674,737 $88,478k Jun 30, 2019 Jul 30, 2019
Equity Investment Corporation 615,436 $80,702k Jun 30, 2019 Aug 5, 2019
MAR Vista Investment Partners LLC 586,363 $76,890k Jun 30, 2019 Aug 13, 2019
AMI Asset Management Corp 473,694 $62,116k Jun 30, 2019 Aug 5, 2019
1919 Investment Counsel LLC 633,876 $59,008k Sep 30, 2014 Nov 14, 2014
River ROAD Asset Management LLC 364,190 $47,756k Jun 30, 2019 Aug 12, 2019
Cohen Klingenstein LLC 353,011 $46,290k Jun 30, 2019 Jul 15, 2019
Perkins Investment Management LLC 403,460 $45,131k Mar 31, 2017 May 15, 2017
Marathon Asset Management LLP 331,985 $43,530k Jun 30, 2019 Jul 15, 2019
Tocqueville Asset Management LP 307,970 $40,384k Jun 30, 2019 Jul 31, 2019
Clarkston Capital Partners LLC 302,466 $39,662k Jun 30, 2019 Jul 24, 2019
Saratoga Research & Investment Management 292,868 $38,404k Jun 30, 2019 Jul 24, 2019
QS Investors LLC 288,220 $37,795k Jun 30, 2019 Aug 14, 2019
LGT Capital Partners USA Inc 269,453 $35,333k Jun 30, 2019 Jul 10, 2019
Woodley Farra Manion Portfolio Management Inc 261,392 $34,276k Jun 30, 2019 Aug 12, 2019
Corda Investment Management LLC 247,770 $32,490k Jun 30, 2019 Aug 9, 2019
Payden & Rygel 243,600 $31,943k Jun 30, 2019 Aug 6, 2019
Willis Investment Counsel Inc 239,133 $31,358k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 235,816 $30,923k Jun 30, 2019 Aug 13, 2019
Madison Investment Holdings Inc 231,768 $30,392k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 224,394 $29,425k Jun 30, 2019 Aug 12, 2019
Gillespie Robinson & Grimm Inc 223,759 $29,342k Jun 30, 2019 Jul 22, 2019
Stack Financial Management Inc 208,549 $27,347k Jun 30, 2019 Jul 30, 2019
Waters Parkerson & Co LLC 206,207 $27,040k Jun 30, 2019 Aug 6, 2019
Crestwood Advisors Group LLC 204,194 $26,776k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Inc 198,638 $26,047k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 198,638 $26,047k Jun 30, 2019 Aug 14, 2019
Argent Capital Management LLC 190,468 $24,976k Jun 30, 2019 Aug 15, 2019
Montrusco Bolton Investments Inc 172,429 $22,611k Jun 30, 2019 Aug 5, 2019
Davidson Investment Advisors Inc 167,108 $21,913k Jun 30, 2019 Aug 13, 2019
North American Management Corp 167,019 $21,901k Jun 30, 2019 Jul 30, 2019
YCG LLC 158,199 $20,770k Jun 30, 2019 Jul 23, 2019
Janney Capital Management LLC 152,156 $19,952k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 143,440 $18,809k Jun 30, 2019 Jul 8, 2019
First Manhattan Co 138,441 $18,153k Jun 30, 2019 Aug 16, 2019
Abner Herrman & Brock LLC 135,167 $17,724k Jun 30, 2019 Jul 19, 2019
Deroy & Devereaux Private Investment Counsel Inc 132,512 $17,376k Jun 30, 2019 Jul 22, 2019
Churchill Management Corp 128,492 $16,849k Jun 30, 2019 Jul 10, 2019
BTR Capital Management Inc 127,522 $16,722k Jun 30, 2019 Jul 18, 2019
Front Barnett Associates LLC 122,155 $16,018k Jun 30, 2019 Aug 6, 2019
Quest Investment Management LLC 121,475 $15,929k Jun 30, 2019 Aug 13, 2019
Dupont Capital Management Corp 121,241 $15,898k Jun 30, 2019 Jul 30, 2019
S & Co Inc 121,047 $15,873k Jun 30, 2019 Jul 23, 2019
Adams Diversified Equity Fund Inc 118,700 $15,565k Jun 30, 2019 Jul 29, 2019
Auxier Asset Management LLC 109,908 $14,412k Jun 30, 2019 Aug 15, 2019
CCM Investment Advisers LLC 107,502 $14,096k Jun 30, 2019 Aug 5, 2019
Vestor Capital LLC 107,087 $14,042k Jun 30, 2019 Aug 6, 2019
Harvey Investment Company LLC 104,992 $13,768k Jun 30, 2019 Jul 16, 2019
LOWE Brockenbrough & Company Inc 104,964 $13,764k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 103,978 $13,635k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisors LLC 110,000 $13,481k Mar 31, 2019 May 13, 2019
Cornerstone Investment Advisors LLC 110,000 $13,481k Mar 31, 2019 May 13, 2019
Parthenon LLC 102,342 $13,420k Jun 30, 2019 Jul 29, 2019
Birch Hill Investment Advisors LLC 101,255 $13,278k Jun 30, 2019 Jul 22, 2019
Woodstock Corporation 100,630 $13,196k Jun 30, 2019 Jul 3, 2019
Founders Capital Management Inc 100,051 $13,120k Jun 30, 2019 Jul 11, 2019
Founders Capital Management LLC 100,051 $13,120k Jun 30, 2019 Jul 11, 2019
683 Capital Management LLC 100,000 $13,113k Put Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 96,442 $12,646k Jun 30, 2019 Aug 13, 2019
Marble Harbor Investment Counsel LLC 95,504 $12,523k Jun 30, 2019 Aug 7, 2019
Folger Nolan Fleming Douglas Capital Management Inc 94,104 $12,340k Jun 30, 2019 Aug 9, 2019
Guardian Capital Advisors LP 90,380 $12,110k Jun 30, 2019 Aug 14, 2019
Benin Management Corp 89,757 $11,770k Jun 30, 2019 Jul 31, 2019
Badgley Phelps and Bell Inc 89,520 $11,739k Jun 30, 2019 Jul 30, 2019
Callahan Advisors LLC 89,477 $11,733k Jun 30, 2019 Jul 17, 2019
Violich Capital Management 89,471 $11,732k Jun 30, 2019 Jul 22, 2019
Appleton Partners Inc 87,637 $11,492k Jun 30, 2019 Jul 25, 2019
Decatur Capital Management Inc 86,641 $11,361k Jun 30, 2019 Jul 24, 2019
Sentry Management Inc 86,239 $11,309k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 86,239 $11,309k Jun 30, 2019 Aug 12, 2019
Beese Fulmer Investment Management Inc 83,867 $10,997k Jun 30, 2019 Jul 5, 2019
Guardian Capital LP 82,454 $10,812k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 80,816 $10,597k Jun 30, 2019 Jul 18, 2019
Gabalex Capital Management LLC 80,000 $10,490k Jun 30, 2019 Aug 1, 2019
Dillon & Associates Inc 79,859 $10,462k Jun 30, 2019 Jul 22, 2019
Carret Asset Management LLC 78,497 $10,293k Jun 30, 2019 Aug 12, 2019
Capwealth Advisors LLC 78,399 $10,280k Jun 30, 2019 Aug 13, 2019
Meristem Family Wealth LLC 77,301 $10,136k Jun 30, 2019 Aug 6, 2019
Peak Asset Management LLC 74,363 $9,751k Jun 30, 2019 Aug 15, 2019
SVA Plumb Wealth Management LLC 73,926 $9,694k Jun 30, 2019 Aug 13, 2019
Cutler Investment Counsel LLC 73,095 $9,585k Jun 30, 2019 Aug 5, 2019
Crossvault Capital Management LLC 72,417 $9,496k Jun 30, 2019 Jul 19, 2019
SKBA Capital Management LLC 70,840 $9,289k Jun 30, 2019 Aug 12, 2019
Ramsay Stattman VELA & Price Inc 70,534 $9,249k Jun 30, 2019 Aug 9, 2019
Bislett Management LLC 70,000 $9,179k Jun 30, 2019 Aug 6, 2019
Wilkins Investment Counsel Inc 68,357 $8,964k Jun 30, 2019 Aug 9, 2019
The Burney Company 67,971 $8,913k Jun 30, 2019 Aug 12, 2019
Hennessy Advisors Inc 67,500 $8,851k Jun 30, 2019 Jul 11, 2019
Grand JEAN Capital Management Inc 66,263 $8,689k Jun 30, 2019 Aug 13, 2019
Wallington Asset Management LLC 65,811 $8,630k Jun 30, 2019 Aug 13, 2019
Bowie Capital Management LLC 65,700 $8,615k Jun 30, 2019 Aug 9, 2019
Hutner Capital Management Inc 65,307 $8,564k Jun 30, 2019 Aug 7, 2019
Wendell David Associates Inc 64,228 $8,422k Jun 30, 2019 Jul 16, 2019
Flippin Bruce & Porter Inc 63,272 $8,297k Jun 30, 2019 Aug 6, 2019
DAVY Asset Management Limited 62,905 $8,249k Jun 30, 2019 Jul 19, 2019
Howland Capital Management LLC 62,306 $8,170k Jun 30, 2019 Jul 17, 2019
Bernzott Capital Advisors 61,235 $8,030k Jun 30, 2019 Aug 12, 2019
Hendershot Investments Inc 60,709 $7,961k Jun 30, 2019 Jul 31, 2019
Sather Financial Group Inc 56,688 $7,433k Jun 30, 2019 Jul 23, 2019
Abbrea Capital LLC 56,186 $7,368k Jun 30, 2019 Jul 31, 2019
Mccollum Christoferson Group LLC 56,052 $7,350k Jun 30, 2019 Jul 11, 2019
Buckhead Capital Management LLC 54,889 $7,198k Jun 30, 2019 Aug 1, 2019
The Investment House LLC 54,707 $7,174k Jun 30, 2019 Aug 5, 2019
Bowen Hanes & Co Inc 54,410 $7,135k Jun 30, 2019 Aug 13, 2019
Grassi Investment Management LLC 53,200 $6,976k Jun 30, 2019 Jul 10, 2019
Financial Asset Management Corp 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 52,752 $6,917k Jun 30, 2019 Aug 14, 2019
Keystone Financial Planning Inc 52,374 $6,868k Jun 30, 2019 Aug 5, 2019
Middleton & Company Inc 50,366 $6,604k Jun 30, 2019 Jul 25, 2019
Altavista Wealth Management Inc 49,977 $6,553k Jun 30, 2019 Aug 13, 2019
Point72 Asset Management LP 49,846 $6,536k Jun 30, 2019 Aug 14, 2019
Cobiz Wealth LLC 49,533 $6,495k Jun 30, 2019 Jul 8, 2019
Mastrapasqua Asset Management Inc 48,538 $6,365k Jun 30, 2019 Aug 12, 2019
Pacific Global Investment Management Co 47,986 $6,292k Jun 30, 2019 Aug 14, 2019
Strategic Financial Services Inc 47,675 $6,252k Jun 30, 2019 Aug 13, 2019
Fulcrum Capital LLC 46,898 $6,150k Jun 30, 2019 Jul 29, 2019
Matthew GOFF Investment Advisor LLC 46,139 $6,050k Jun 30, 2019 Aug 5, 2019
Hunter Associates Investment Management LLC 44,647 $5,855k Jun 30, 2019 Aug 8, 2019
New England Asset Management Inc 43,706 $5,731k Jun 30, 2019 Aug 14, 2019
OFI Advisors LLC 60,579 $5,713k Sep 30, 2015 Nov 16, 2015
Bronfman EL Rothschild LP 42,973 $5,635k Jun 30, 2019 Aug 12, 2019
Tufton Capital Management LLC 42,468 $5,568k Jun 30, 2019 Jul 26, 2019
Smith Salley & Associates LLC 42,112 $5,522k Jun 30, 2019 Jul 12, 2019
ARS Investment Partners LLC 41,215 $5,405k Jun 30, 2019 Aug 12, 2019
Stokes & Hubbell Capital Management LLC 43,507 $5,332k Mar 31, 2019 Apr 24, 2019
Garland Capital Management Inc 39,247 $5,146k Jun 30, 2019 Jul 24, 2019
Keating Investment Counselors Inc 39,244 $5,146k Jun 30, 2019 Aug 1, 2019
Altfest L J & Co Inc 38,830 $5,092k Jun 30, 2019 Jul 15, 2019
GHP Investment Advisors Inc 38,591 $5,060k Jun 30, 2019 Aug 2, 2019
Dorchester Wealth Management Company 38,479 $5,046k Jun 30, 2019 Jul 19, 2019
Ancora Family Wealth Advisors LLC 46,225 $5,028k Sep 30, 2016 Nov 4, 2016
Aristotle Capital Management LLC 38,207 $5,010k Jun 30, 2019 Aug 14, 2019
Altrinsic Global Advisors LLC 37,848 $4,963k Jun 30, 2019 Aug 14, 2019
van Strum & Towne Inc 37,727 $4,947k Jun 30, 2019 Aug 12, 2019
Boston Research and Management Inc 37,658 $4,938k Jun 30, 2019 Aug 7, 2019
Cambria Investment Management LP 36,272 $4,756k Jun 30, 2019 Aug 12, 2019
JGP Wealth Management LLC 35,458 $4,650k Jun 30, 2019 Jul 15, 2019
DEAN Investment Associates LLC 34,969 $4,586k Jun 30, 2019 Aug 14, 2019
Spearhead Capital Advisors LLC 34,812 $4,565k Jun 30, 2019 Jul 17, 2019
Woodmont Investment Counsel LLC 34,729 $4,554k Jun 30, 2019 Aug 14, 2019
Argus Investors' Counsel Inc 34,481 $4,521k Jun 30, 2019 Jul 10, 2019
Tuttle Tactical Management LLC 34,326 $4,501k Jun 30, 2019 Jul 29, 2019
Telos Capital Management Inc 34,201 $4,485k Jun 30, 2019 Jul 19, 2019
Alley Company LLC 33,932 $4,450k Jun 30, 2019 Jul 30, 2019
Exchange Capital Management Inc 33,376 $4,377k Jun 30, 2019 Jul 22, 2019
Mengis Capital Management Inc 33,275 $4,363k Jun 30, 2019 Jul 18, 2019
Allied Investment Advisors LLC 32,791 $4,300k Jun 30, 2019 Jul 17, 2019
RAAB & Moskowitz Asset Management LLC 31,990 $4,194k Jun 30, 2019 Aug 9, 2019
Grandfield & DODD LLC 31,880 $4,180k Jun 30, 2019 Jul 29, 2019
Riverbridge Partners LLC 31,709 $4,158k Jun 30, 2019 Jul 10, 2019
Valicenti Advisory Services Inc 31,526 $4,134k Jun 30, 2019 Jul 17, 2019
KMS Financial Services Inc 44,156 $4,111k Sep 30, 2014 Nov 17, 2014
Hall Capital Management Company Inc 30,473 $3,996k Jun 30, 2019 Aug 14, 2019
Mendel Money Management Inc 30,325 $3,977k Jun 30, 2019 Aug 8, 2019
Northwest Investment Counselors LLC 30,228 $3,964k Jun 30, 2019 Jul 25, 2019
Cohen Capital Management Inc 30,000 $3,934k Jun 30, 2019 Aug 7, 2019
The Bollard Group LLC 29,807 $3,909k Jun 30, 2019 Aug 13, 2019
Plancorp LLC 29,798 $3,907k Jun 30, 2019 Aug 13, 2019
Addenda Capital Inc 29,799 $3,907k Jun 30, 2019 Jul 12, 2019
American Money Management LLC 29,649 $3,888k Jun 30, 2019 Aug 12, 2019
LONG ROAD Investment Counsel LLC 29,600 $3,881k Jun 30, 2019 Aug 9, 2019
Thompson Investment Management Inc 29,518 $3,871k Jun 30, 2019 Aug 7, 2019
Viking Fund Management LLC 29,500 $3,868k Jun 30, 2019 Jul 16, 2019
Curbstone Financial Management Corporation 29,436 $3,860k Jun 30, 2019 Jul 9, 2019
Mckinley Carter Wealth Services Inc 29,388 $3,854k Jun 30, 2019 Aug 2, 2019
Boston Common Asset Management LLC 29,098 $3,816k Jun 30, 2019 Jul 26, 2019
The Mathes Company Inc 28,645 $3,756k Jun 30, 2019 Jul 29, 2019
Keeler Thomas Management LLC 27,771 $3,641k Jun 30, 2019 Jul 31, 2019
Baugh & Associates LLC 27,313 $3,582k Jun 30, 2019 Jul 23, 2019
Chatham Capital Group Inc 27,301 $3,580k Jun 30, 2019 Jul 24, 2019
Cheviot Value Management LLC 27,046 $3,546k Jun 30, 2019 Aug 14, 2019
Whitnell & Co 26,954 $3,534k Jun 30, 2019 Jul 16, 2019
LVW Advisors LLC 26,404 $3,462k Jun 30, 2019 Aug 14, 2019
Gardner Russo & Gardner LLC 26,276 $3,446k Jun 30, 2019 Aug 13, 2019
Ipswich Investment Management Company Inc 26,263 $3,444k Jun 30, 2019 Jul 11, 2019
Greystone Managed Investments Inc 26,191 $3,434k Jun 30, 2019 Jul 23, 2019
Tower VIEW Investment Management & Research LLC 26,030 $3,413k Jun 30, 2019 Jul 17, 2019
Harbour Capital Advisors LLC 25,916 $3,398k Jun 30, 2019 Jul 10, 2019
Edgewood Management LLC 25,699 $3,370k Jun 30, 2019 Aug 12, 2019
Stearns Financial Services Group Inc 25,682 $3,368k Jun 30, 2019 Aug 14, 2019
Bruderman Asset Management LLC 25,566 $3,353k Jun 30, 2019 Aug 12, 2019
Brookmont Capital Management LLC 25,312 $3,319k Jun 30, 2019 Jul 18, 2019
Triangle Securities Wealth Management 24,893 $3,300k Jun 30, 2019 Jul 10, 2019
Marietta Investment Partners LLC 25,037 $3,283k Jun 30, 2019 Aug 13, 2019
Biltmore Family Office LLC 25,019 $3,281k Jun 30, 2019 Jul 31, 2019
Searle & Co 24,850 $3,259k Jun 30, 2019 Jul 17, 2019
Benson Investment Management Company Inc 24,365 $3,195k Jun 30, 2019 Jul 11, 2019
The Rikoon Group LLC 24,247 $3,180k Jun 30, 2019 Aug 6, 2019
AULL & Monroe Investment Management Corp 24,218 $3,176k Jun 30, 2019 Jul 29, 2019
Lombard Odier Transatlantic Limited 28,885 $3,144k Sep 30, 2016 Nov 14, 2016
Stokes Capital Advisors LLC 23,867 $3,130k Jun 30, 2019 Jul 15, 2019
Hedeker Wealth LLC 23,703 $3,108k Jun 30, 2019 Jul 26, 2019
Chilton Capital Management LLC 23,090 $3,028k Jun 30, 2019 Aug 13, 2019
Sawtooth Solutions LLC 23,029 $3,020k Jun 30, 2019 Aug 8, 2019
Investment Counsel Inc 22,439 $3,002k Jun 30, 2019 Jul 29, 2019
Schulhoff & Co Inc 22,898 $3,002k Jun 30, 2019 Aug 7, 2019
Private Counsel Group Ltd 22,439 $3,002k Jun 30, 2019 Jul 29, 2019
Clean Yield Group Inc 22,420 $2,940k Jun 30, 2019 Jul 22, 2019
Poehling Capital Management Inc 22,246 $2,917k Jun 30, 2019 Aug 9, 2019
Evermay Wealth Management LLC 22,237 $2,916k Jun 30, 2019 Jul 23, 2019
Marietta Wealth Management LLC 22,145 $2,904k Jun 30, 2019 Aug 14, 2019
Chesapeake Asset Management LLC 22,132 $2,902k Jun 30, 2019 Aug 6, 2019
10-15 Associates Inc 22,071 $2,894k Jun 30, 2019 Aug 12, 2019
Harbor Advisory Corporation 21,855 $2,866k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 21,855 $2,866k Jun 30, 2019 Jul 30, 2019
Independent Investors Inc 21,740 $2,850k Jun 30, 2019 Jul 18, 2019
Charles Schwab Investment Advisory Inc 21,650 $2,839k Jun 30, 2019 Aug 12, 2019
The Northstar Group Inc 21,543 $2,820k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 21,543 $2,820k Jun 30, 2019 Jul 12, 2019
Torch Wealth Management LLC 21,162 $2,775k Jun 30, 2019 Aug 2, 2019
Shoker Investment Counsel Inc 21,056 $2,761k Jun 30, 2019 Aug 9, 2019
Cottage Street Advisors LLC 20,880 $2,738k Jun 30, 2019 Aug 2, 2019
Wheatland Advisors Inc 20,874 $2,737k Jun 30, 2019 Aug 7, 2019
ALTA Capital Management LLC 20,564 $2,696k Jun 30, 2019 Jul 26, 2019
Hendley & Co Inc 20,548 $2,694k Jun 30, 2019 Aug 8, 2019
FFCM LLC 20,496 $2,688k Jun 30, 2019 Jul 30, 2019
Shakespeare Wealth Management Inc 20,301 $2,662k Jun 30, 2019 Aug 12, 2019
Hengehold Capital Management LLC 20,290 $2,661k Jun 30, 2019 Jul 23, 2019
Gratus Capital LLC 20,226 $2,652k Jun 30, 2019 Aug 7, 2019
Dividend Assets Capital LLC 20,112 $2,637k Jun 30, 2019 Jul 12, 2019
Cfo4Life Group LLC 20,027 $2,626k Jun 30, 2019 Jul 29, 2019
Legacy Capital Partners Inc 19,788 $2,595k Jun 30, 2019 Jul 16, 2019
Oarsman Capital Inc 19,503 $2,557k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 19,290 $2,529k Jun 30, 2019 Aug 1, 2019
Westover Capital Advisors LLC 19,188 $2,516k Jun 30, 2019 Aug 13, 2019
Spears Abacus Advisors LLC 18,539 $2,431k Jun 30, 2019 Aug 9, 2019
Schafer Cullen Capital Management Inc 17,580 $2,343k Jun 30, 2019 Jul 30, 2019
Rodgers Brothers Inc 17,659 $2,316k Jun 30, 2019 Aug 14, 2019
Mitchell Capital Management Co 17,594 $2,307k Jun 30, 2019 Jul 24, 2019
F3Logic LLC 17,355 $2,299k Jun 30, 2019 Aug 2, 2019
Stewardship Advisors LLC 17,492 $2,294k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 17,492 $2,294k Jun 30, 2019 Aug 12, 2019
Excalibur Management Corp 17,420 $2,284k Jun 30, 2019 Jul 26, 2019
LLBH Private Wealth Management LLC 17,168 $2,251k Jun 30, 2019 Aug 13, 2019
Newfocus Financial Group LLC 17,125 $2,246k Jun 30, 2019 Jul 23, 2019
Murphy Pohlad Asset Management LLC 17,118 $2,244k Jun 30, 2019 Aug 6, 2019
Cypress Capital Management LLC 17,100 $2,242k Jun 30, 2019 Aug 5, 2019
Kayne Anderson Rudnick Investment Management LLC 17,021 $2,232k Jun 30, 2019 Aug 14, 2019
Advanced Asset Management Advisors Inc 16,858 $2,211k Jun 30, 2019 Aug 2, 2019
Northstar Asset Management Inc 16,804 $2,204k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management LLC 16,804 $2,204k Jun 30, 2019 Jul 16, 2019
Nicholas Hoffman & Company LLC 16,749 $2,196k Jun 30, 2019 Aug 12, 2019
Providence Wealth Advisors LLC 16,567 $2,192k Jun 30, 2019 Jul 22, 2019
Dumont & Blake Investment Advisors LLC 16,415 $2,152k Jun 30, 2019 Aug 1, 2019
Calamos Wealth Management LLC 16,205 $2,125k Jun 30, 2019 Aug 7, 2019
DUFF & Phelps Investment Management Co 15,430 $2,023k Jun 30, 2019 Aug 2, 2019
RNC Capital Management LLC 15,340 $2,012k Jun 30, 2019 Jul 25, 2019
Liberty Capital Management Inc 15,205 $1,994k Jun 30, 2019 Jul 15, 2019
West Oak Capital LLC 15,155 $1,987k Jun 30, 2019 Jul 12, 2019
Stillwater Investment Management LLC 15,140 $1,985k Jun 30, 2019 Jul 3, 2019
Private Harbour Investment Management & Counsel LLC 15,039 $1,972k Jun 30, 2019 Aug 6, 2019
Sawgrass Asset Management LLC 14,875 $1,951k Jun 30, 2019 Jul 23, 2019
Pratt Collard Advisory Partners LLC 14,841 $1,946k Jun 30, 2019 Jul 16, 2019
Aries Wealth Management LLC 14,519 $1,931k Jun 30, 2019 Jul 15, 2019
Selway Asset Management Inc 14,595 $1,914k Jun 30, 2019 Jul 30, 2019
Guardian Investment Management LLC 14,473 $1,898k Jun 30, 2019 Aug 16, 2019
United Asset Strategies Inc 14,450 $1,895k Jun 30, 2019 Jul 31, 2019
ACG Wealth Inc 14,426 $1,892k Jun 30, 2019 Aug 6, 2019
Arlington Partners LLC 14,400 $1,888k Jun 30, 2019 Jul 10, 2019
Oak Asset Management LLC 14,413 $1,878k Jun 30, 2019 Jul 25, 2019
Modera Wealth Management LLC 14,295 $1,875k Jun 30, 2019 Aug 7, 2019
Wealth Alliance Advisory Group LLC 13,975 $1,875k Jun 30, 2019 Jul 17, 2019
Strategic Advisors LLC 14,036 $1,840k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors LLC 14,036 $1,840k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 14,036 $1,840k Jun 30, 2019 Jul 22, 2019
LaSalle Street Capital Management LLC 13,846 $1,816k Jun 30, 2019 Aug 8, 2019
Bennicas & Associates Inc 13,758 $1,804k Jun 30, 2019 Jul 12, 2019
Capital Insight Partners LLC 13,681 $1,794k Jun 30, 2019 Jul 9, 2019
Mcrae Capital Management Inc 13,387 $1,755k Jun 30, 2019 Jul 29, 2019
Newsquare Capital LLC 13,374 $1,754k Jun 30, 2019 Aug 20, 2019
Wealth Enhancement Advisory Services LLC 13,316 $1,751k Jun 30, 2019 Aug 2, 2019
FORT PITT Capital Group LLC 13,252 $1,738k Jun 30, 2019 Aug 9, 2019
Marshwinds Advisory Company 15,710 $1,736k Dec 31, 2018 Jan 7, 2019
The Fiduciary Group LLC 13,093 $1,717k Jun 30, 2019 Aug 14, 2019
RB Capital Management LLC 13,062 $1,713k Jun 30, 2019 Aug 7, 2019
Northstar Investment Advisors LLC 12,731 $1,669k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 12,731 $1,669k Jun 30, 2019 Jul 17, 2019
Staley Capital Advisers Inc 12,517 $1,641k Jun 30, 2019 Aug 9, 2019
Ascension Asset Management LLC 12,439 $1,631k Jun 30, 2019 Jul 23, 2019
Rossmore Private Capital LLC 12,406 $1,627k Jun 30, 2019 Aug 5, 2019
Monarch Capital Management Inc 12,287 $1,611k Jun 30, 2019 Jul 31, 2019
American National Registered Investment Advisor Inc 12,123 $1,590k Jun 30, 2019 Aug 5, 2019
Northstar Wealth Partners LLC 12,088 $1,585k Jun 30, 2019 Aug 15, 2019
Harvest Capital Management Inc 11,985 $1,571k Jun 30, 2019 Aug 7, 2019
Asset Advisors Investment Management LLC 11,812 $1,549k Jun 30, 2019 Jul 25, 2019
Loudon Investment Management LLC 11,633 $1,525k Jun 30, 2019 Aug 13, 2019
Bell & Brown Wealth Advisors LLC 11,532 $1,512k Jun 30, 2019 Aug 6, 2019
Formidable Asset Management LLC 13,629 $1,506k Dec 31, 2018 Feb 6, 2019
Abbot Financial Management Inc 11,464 $1,503k Jun 30, 2019 Aug 8, 2019
Private Vista LLC 11,425 $1,498k Jun 30, 2019 Jul 19, 2019
Howard Capital Management Inc 11,287 $1,480k Jun 30, 2019 Jul 24, 2019
Family Legacy Inc 11,247 $1,475k Jun 30, 2019 Jul 25, 2019
Foster Dykema Cabot & Co Incorporated 11,080 $1,453k Jun 30, 2019 Aug 6, 2019
Vista Investment Management LLC 10,832 $1,420k Jun 30, 2019 Aug 14, 2019
Tradition Capital Management LLC 11,558 $1,416k Mar 31, 2019 May 7, 2019
Pictet North America Advisors SA 10,750 $1,410k Jun 30, 2019 Aug 7, 2019
Ridgewood Investments LLC 10,600 $1,390k Jun 30, 2019 Jul 12, 2019
Cambridge Advisors LLC 10,578 $1,387k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 10,578 $1,387k Jun 30, 2019 Jul 26, 2019
ST Johns Investment Management Company LLC 10,181 $1,335k Jun 30, 2019 Jul 24, 2019
KLCM Advisors Inc 10,082 $1,322k Jun 30, 2019 Aug 15, 2019
Coatue Management LLC 10,085 $1,322k Jun 30, 2019 Aug 14, 2019
Hamel Associates Inc 10,061 $1,319k Jun 30, 2019 Aug 5, 2019
Greatmark Investment Partners Inc 9,958 $1,306k Jun 30, 2019 Aug 5, 2019
Court Place Advisors LLC 9,847 $1,291k Jun 30, 2019 Jul 30, 2019
Becker Capital Management Inc 9,647 $1,265k Jun 30, 2019 Aug 8, 2019
Vontobel Swiss Wealth Advisors AG 9,643 $1,264k Jun 30, 2019 Aug 12, 2019
ZWJ Investment Counsel Inc 9,586 $1,257k Jun 30, 2019 Jul 24, 2019
Stony Point Wealth Management Inc 9,427 $1,252k Jun 30, 2019 Jul 23, 2019
West Coast Financial LLC 9,526 $1,249k Jun 30, 2019 Jul 16, 2019
BEL AIR Investment Advisors LLC 15,469 $1,230k Sep 30, 2013 Nov 12, 2013
Aristotle Atlantic Partners LLC 9,301 $1,220k Jun 30, 2019 Aug 13, 2019
Bigelow Investment Advisors LLC 9,266 $1,215k Jun 30, 2019 Jul 17, 2019
Profit Investment Management LLC 9,088 $1,192k Jun 30, 2019 Jul 16, 2019
Burleson & Company LLC 9,280 $1,180k Jun 30, 2019 Aug 5, 2019
and Wealth Partners LLC 8,935 $1,172k Jun 30, 2019 Aug 6, 2019
Private Wealth Partners LLC 8,935 $1,172k Jun 30, 2019 Aug 6, 2019
Wellington Shields & Co LLC 8,715 $1,143k Jun 30, 2019 Aug 8, 2019
Blue FIN Capital Inc 8,693 $1,139k Jun 30, 2019 Jul 22, 2019
Accredited Investors Inc 8,677 $1,138k Jun 30, 2019 Aug 13, 2019
Wealth Advisors Group LLC 8,523 $1,118k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 8,523 $1,118k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 8,523 $1,118k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 8,523 $1,118k Jun 30, 2019 Aug 7, 2019
Cadinha & Co LLC 8,470 $1,111k Jun 30, 2019 Aug 9, 2019
American Investment Services Inc 8,185 $1,073k Jun 30, 2019 Aug 6, 2019
Shepherd Kaplan Krochuk LLC 8,082 $1,060k Jun 30, 2019 Aug 12, 2019
Transamerica Financial Advisors Inc 7,902 $1,037k Jun 30, 2019 Aug 21, 2019
Acropolis Investment Management LLC 7,762 $1,018k Jun 30, 2019 Jul 11, 2019
Clear Perspective Advisors LLC 7,750 $1,016k Jun 30, 2019 Aug 12, 2019
Bingham Osborn & Scarborough LLC 7,630 $1,001k Jun 30, 2019 Aug 2, 2019
American Financial Network Advisory Services LLC 7,552 $995k Jun 30, 2019 Aug 9, 2019
Bernicke Wealth Management Ltd 7,542 $989k Jun 30, 2019 Aug 5, 2019
Stewart & Patten Co LLC 7,488 $982k Jun 30, 2019 Jul 17, 2019
Blackhawk Capital Partners LLC 7,477 $980k Jun 30, 2019 Aug 13, 2019
Legacy Financial Strategies LLC 7,248 $974k Jun 30, 2019 Jul 15, 2019
Wellesley Investment Partners LLC 7,370 $966k Jun 30, 2019 Aug 5, 2019
Cornell Pochily Investment Advisors Inc 7,133 $935k Jun 30, 2019 Jul 22, 2019
Somerset Group LLC 7,125 $934k Jun 30, 2019 Aug 12, 2019
Edgemoor Investment Advisors Inc 7,117 $933k Jun 30, 2019 Aug 9, 2019
Miles Capital Inc 7,085 $929k Jun 30, 2019 Aug 13, 2019
Jolley Asset Management LLC 7,033 $922k Jun 30, 2019 Jul 22, 2019
STA Wealth Management LLC 6,955 $912k Jun 30, 2019 Aug 14, 2019
Alexandria Capital LLC 6,850 $898k Jun 30, 2019 Aug 12, 2019
Intersect Capital LLC 6,785 $890k Jun 30, 2019 Aug 9, 2019
DB Root & Company LLC 6,767 $887k Jun 30, 2019 Jul 19, 2019
Connecticut Wealth Management LLC 6,683 $876k Jun 30, 2019 Jul 29, 2019
BRAY Capital Advisors LLC 6,677 $876k Jun 30, 2019 Jul 29, 2019
Epstein and White Financial LLC 6,990 $875k Jun 30, 2019 Jul 19, 2019
WEIK Capital Management Inc 6,650 $872k Jun 30, 2019 Aug 9, 2019
Elgethun Capital Management 6,631 $870k Jun 30, 2019 Aug 8, 2019
Gilman Hill Asset Management LLC 6,533 $857k Jun 30, 2019 Jul 17, 2019
Zevin Asset Management LLC 6,430 $843k Jun 30, 2019 Aug 6, 2019
Glovista Investments LLC 6,305 $827k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 6,273 $823k Jun 30, 2019 Aug 7, 2019
Perritt Capital Management Inc 6,256 $820k Jun 30, 2019 Aug 13, 2019
West Chester Capital Advisors Inc 6,103 $800k Jun 30, 2019 Jul 30, 2019
Hoylecohen LLC 5,919 $776k Jun 30, 2019 Aug 9, 2019
RKL Wealth Management LLC 5,918 $774k Jun 30, 2019 Aug 2, 2019
AFT Forsyth and Company Inc 5,895 $773k Jun 30, 2019 Jul 29, 2019
Poplar Forest Capital LLC 5,860 $768k Jun 30, 2019 Aug 2, 2019
Buckley Wealth Management LLC 5,794 $760k Jun 30, 2019 Jul 19, 2019
Allen Investment Management LLC 5,763 $756k Jun 30, 2019 Aug 12, 2019
DAY & Ennis LLC 5,764 $756k Jun 30, 2019 Aug 2, 2019
New England Research & Management Inc 5,738 $752k Jun 30, 2019 Jul 9, 2019
Eagle Ridge Investment Management LLC 5,694 $747k Jun 30, 2019 Aug 1, 2019
Annex Advisory Services LLC 5,639 $739k Jun 30, 2019 Jul 18, 2019
Bourne LENT Asset Management Inc 5,625 $738k Jun 30, 2019 Jul 29, 2019
Westbourne Investment Advisors Inc 5,616 $736k Jun 30, 2019 Jul 22, 2019
BSW Wealth Partners LLC 5,609 $735k Jun 30, 2019 Aug 13, 2019
Montag & Caldwell LLC 5,600 $734k Jun 30, 2019 Aug 1, 2019
Chickasaw Capital Management LLC 5,490 $720k Jun 30, 2019 Jul 15, 2019
Baldwin Investment Management LLC 5,485 $719k Jun 30, 2019 Aug 6, 2019
The Leuthold Group LLC 5,478 $718k Jun 30, 2019 Aug 14, 2019
Cornerstone Advisory LLC 5,455 $715k Jun 30, 2019 Aug 8, 2019
Congress Park Capital LLC 5,423 $712k Jun 30, 2019 Aug 2, 2019
New Potomac Partners LLC 5,420 $711k Jun 30, 2019 Jul 26, 2019
Kingfisher Capital LLC 5,384 $706k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 5,176 $679k Jun 30, 2019 Jul 15, 2019
Daiwa SB Investments USA Ltd 5,520 $676k Mar 31, 2019 Apr 18, 2019
Daiwa SB Investments Ltd 5,520 $676k Mar 31, 2019 Apr 18, 2019
Dodge & COX 5,145 $675k Jun 30, 2019 Aug 13, 2019
Valmark Advisers Inc 5,134 $673k Jun 30, 2019 Aug 7, 2019
Sippican Capital Advisors LLC 5,125 $672k Jun 30, 2019 Jul 17, 2019
Carlson Capital Management LLC 5,110 $670k Jun 30, 2019 Jul 15, 2019
Pecaut & Co 5,100 $669k Jun 30, 2019 Aug 8, 2019
SOL Capital Management Co 5,091 $668k Jun 30, 2019 Jul 17, 2019
ORCA Investment Management LLC 5,075 $665k Jun 30, 2019 Jul 17, 2019
Lejeune Puetz Investment Counsel 5,040 $661k Jun 30, 2019 Jul 29, 2019
Strategy Asset Managers LLC 5,026 $659k Jun 30, 2019 Aug 14, 2019
Columbus Macro LLC 5,009 $657k Jun 30, 2019 Jul 16, 2019
Campbell Newman Asset Management Inc 5,000 $656k Jun 30, 2019 Jul 24, 2019
Cramer Rosenthal Mcglynn LLC 5,000 $656k Jun 30, 2019 Aug 13, 2019
Meritage Portfolio Management Inc 4,905 $643k Jun 30, 2019 Jul 30, 2019
Fairview Capital Investment Management LLC 4,891 $641k Jun 30, 2019 Aug 14, 2019
Capital Investment Services of America Inc 4,865 $638k Jun 30, 2019 Jul 12, 2019
SPC Financial Inc 4,809 $631k Jun 30, 2019 Aug 1, 2019
Crabel Capital Management LLC 4,765 $625k Jun 30, 2019 Aug 13, 2019
Northside Capital Management LLC 4,727 $620k Jun 30, 2019 Jul 16, 2019
Hollow Brook Wealth Management LLC 4,558 $598k Jun 30, 2019 Aug 13, 2019
Capital Counsel LLC 4,498 $590k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 4,498 $590k Jun 30, 2019 Jul 26, 2019
Cookson Peirce & Co Inc 4,492 $589k Jun 30, 2019 Jul 31, 2019
Summit Financial Wealth Advisors LLC 4,477 $587k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 4,477 $587k Jun 30, 2019 Jul 16, 2019
Compass Capital Management Inc 4,400 $577k Jun 30, 2019 Jul 31, 2019
Meridian Investment Counsel Inc 4,371 $573k Jun 30, 2019 Aug 13, 2019
HCR Wealth Advisors 4,313 $566k Jun 30, 2019 Jul 25, 2019
Omnistar Financial Group Inc 4,244 $557k Jun 30, 2019 Jul 30, 2019
Golub Group LLC 4,236 $555k Jun 30, 2019 Aug 13, 2019
Morris Capital Advisors Inc 4,226 $554k Jun 30, 2019 Jul 15, 2019
Hourglass Capital LLC 4,173 $547k Jun 30, 2019 Aug 12, 2019
Probity Advisors Inc 4,117 $540k Jun 30, 2019 Aug 8, 2019
Resource Planning Group Ltd 4,038 $530k Jun 30, 2019 Jul 18, 2019
Huber Financial Advisors LLC 4,041 $530k Jun 30, 2019 Aug 5, 2019
Aureus Asset Management LLC 3,986 $523k Jun 30, 2019 Aug 14, 2019
Allsquare Wealth Management LLC 3,958 $519k Jun 30, 2019 Aug 13, 2019
Confluence Wealth Management LLC 3,888 $510k Jun 30, 2019 Aug 9, 2019
Pettee Investors Inc 3,871 $508k Jun 30, 2019 Aug 7, 2019
Cubic Asset Management LLC 3,850 $505k Jun 30, 2019 Jul 29, 2019
Castle Rock Wealth Management LLC 3,831 $502k Jun 30, 2019 Aug 8, 2019
Karpas Strategies LLC 3,783 $496k Jun 30, 2019 Jul 25, 2019
Beach Investment Management LLC 3,765 $494k Jun 30, 2019 Jul 17, 2019
Lourd Capital LLC 3,742 $491k Jun 30, 2019 Jul 11, 2019
LESA Sroufe & Company Inc 3,727 $489k Jun 30, 2019 Jul 29, 2019
Hapanowicz & Associates Financial Services Inc 3,709 $486k Jun 30, 2019 Jul 29, 2019
Ironwood Investment Management LLC 3,654 $479k Jun 30, 2019 Aug 14, 2019
Paulson Wealth Management Inc 3,666 $479k Jun 30, 2019 Jul 30, 2019
New England Private Wealth Advisors LLC 3,583 $469k Jun 30, 2019 Aug 8, 2019
Blue CHIP Wealth Management Inc 3,531 $463k Jun 30, 2019 Aug 13, 2019
SFMG LLC 3,457 $454k Jun 30, 2019 Aug 5, 2019
Gyroscope Capital Management Group LLC 3,403 $453k Jun 30, 2019 Jul 11, 2019
Highland Private Wealth Management 3,449 $452k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 3,438 $451k Jun 30, 2019 Aug 6, 2019
Wells Trecaso Financial Group LLC 3,415 $448k Jun 30, 2019 Jul 22, 2019
Sigma Investment Counselors Inc 3,415 $448k Jun 30, 2019 Jul 23, 2019
East Coast Asset Management LLC 3,400 $446k Jun 30, 2019 Aug 14, 2019
Financial Advisory Service Inc 3,307 $434k Jun 30, 2019 Jul 25, 2019
Cooper/Haims Advisors LLC 3,288 $431k Jun 30, 2019 Jul 26, 2019
The Family FIRM Inc 3,285 $431k Jun 30, 2019 Aug 6, 2019
Alesco Advisors LLC 3,259 $427k Jun 30, 2019 Aug 14, 2019
UNIO Capital LLC 3,200 $426k Jun 30, 2019 Aug 14, 2019
Signet Financial Management LLC 3,239 $425k Jun 30, 2019 Aug 13, 2019
Premier Asset Management LLC 3,207 $420k Jun 30, 2019 Aug 7, 2019
Stevens First Principles Investment Advisors 3,200 $420k Jun 30, 2019 Jul 22, 2019
LBMC Investment Advisors LLC 3,155 $414k Jun 30, 2019 Jul 18, 2019
Successful Portfolios LLC 3,156 $414k Jun 30, 2019 Jul 11, 2019
Strategic Financial Group LLC 3,142 $412k Jun 30, 2019 Jul 29, 2019
Strategic International Limited 3,142 $412k Jun 30, 2019 Jul 29, 2019
Security Asset Management Inc 3,077 $403k Jun 30, 2019 Aug 6, 2019
Portland Global Advisors LLC 3,009 $395k Jun 30, 2019 Jul 26, 2019
Andesa Financial Management Inc 2,961 $388k Jun 30, 2019 Jul 30, 2019
Signature Financial Management Inc 3,502 $385k Dec 31, 2018 Feb 13, 2019
Barber Financial Group 2,896 $380k Jun 30, 2019 Aug 9, 2019
Chelsea Counsel Company 3,484 $379k Jun 30, 2018 Oct 3, 2018
MRAZ Amerine & Associates Inc 2,878 $377k Jun 30, 2019 Aug 2, 2019
Northwest Wealth Management LLC 2,843 $373k Jun 30, 2019 Jul 23, 2019
Kelman Lazarov Inc 2,755 $361k Jun 30, 2019 Jul 22, 2019
ELM Advisors LLC 2,750 $361k Jun 30, 2019 Jul 3, 2019
Summit Financial Strategies Inc 2,719 $357k Jun 30, 2019 Aug 8, 2019
Gilbert & COOK Inc 2,713 $356k Jun 30, 2019 Aug 5, 2019
Lexaurum Advisors LLC 2,678 $351k Jun 30, 2019 Jul 19, 2019
Lenox Wealth Advisors LLC 2,667 $350k Jun 30, 2019 Jul 12, 2019
Grace Capital 2,634 $345k Jun 30, 2019 Aug 14, 2019
Dedora Capital Inc 2,631 $345k Jun 30, 2019 Aug 8, 2019
Berkeley Capital Partners LLC 2,609 $342k Jun 30, 2019 Aug 8, 2019
Traynor Capital Management Inc 2,599 $342k Jun 30, 2019 Jul 26, 2019
Huntington Steele LLC 3,090 $337k Mar 31, 2018 Apr 18, 2018
SAND Hill Global Advisors LLC 2,573 $337k Jun 30, 2019 Aug 13, 2019
Suncoast Equity Management LLC 2,555 $335k Jun 30, 2019 Jul 26, 2019
Capital Planning Advisors LLC 2,539 $333k Jun 30, 2019 Aug 9, 2019
West Branch Capital LLC 2,513 $330k Jun 30, 2019 Aug 5, 2019
Polaris Greystone Financial Group LLC 2,487 $328k Jun 30, 2019 Jul 25, 2019
Drexel Morgan & Co 2,500 $328k Jun 30, 2019 Aug 8, 2019
Marathon Capital Management LLC 2,490 $326k Jun 30, 2019 Jul 25, 2019
Harwood Advisory Group LLC 2,487 $326k Jun 30, 2019 Aug 7, 2019
Peninsula Wealth LLC 2,460 $322k Jun 30, 2019 Aug 2, 2019
Donald L Hagan LLC 2,453 $322k Jun 30, 2019 Jul 18, 2019
Baltimore-Washington Financial Advisors Inc 2,404 $315k Jun 30, 2019 Jul 25, 2019
White Lighthouse Investment Management Inc 2,335 $306k Jun 30, 2019 Jul 31, 2019
FORT Point Capital Partners LLC 2,324 $305k Jun 30, 2019 Aug 9, 2019
Johanson Financial Advisors Inc 2,298 $304k Jun 30, 2019 Jul 29, 2019
Secrest Blakey & Associates LLC 2,286 $300k Jun 30, 2019 Aug 13, 2019
IMS Capital Management Inc 2,268 $297k Jun 30, 2019 Aug 14, 2019
Eubel Brady & Suttman Asset Management Inc 2,250 $295k Jun 30, 2019 Aug 12, 2019
BHK Investment Advisors LLC 2,236 $293k Jun 30, 2019 Aug 2, 2019
Broadleaf Partners LLC 2,228 $292k Jun 30, 2019 Jul 19, 2019
LGL Partners LLC 2,225 $292k Jun 30, 2019 Aug 14, 2019
Steigerwald Gordon & KOCH Inc 2,199 $288k Jun 30, 2019 Jul 15, 2019
Strategic Capital Advisers Inc 2,189 $287k Jun 30, 2019 Jul 30, 2019
Inspirion Wealth Advisors LLC 2,184 $286k Jun 30, 2019 Jul 15, 2019
COHO Partners Ltd 2,183 $286k Jun 30, 2019 Aug 8, 2019
Independence Advisors LLC 2,176 $285k Jun 30, 2019 Aug 12, 2019
Willow Creek Wealth Management Inc 2,173 $285k Jun 30, 2019 Jul 22, 2019
Independence Financial Advisors LLC 2,176 $285k Jun 30, 2019 Aug 12, 2019
The Financial Consulate Inc 2,165 $284k Jun 30, 2019 Jul 24, 2019
Harfst and Associates Inc 2,130 $279k Jun 30, 2019 Aug 14, 2019
KCS Wealth Advisory LLC 2,114 $277k Jun 30, 2019 Jul 29, 2019
The London Company of Virginia LLC 2,091 $274k Jun 30, 2019 Aug 14, 2019
Monte Financial Group LLC 2,076 $272k Jun 30, 2019 Aug 7, 2019
Mcguire Investment Group LLC 2,055 $269k Jun 30, 2019 Jul 25, 2019
First Western Capital Management Company 2,052 $269k Jun 30, 2019 Aug 14, 2019
BFSG LLC 2,055 $269k Jun 30, 2019 Jul 30, 2019
Bridgeworth LLC 2,030 $267k Jun 30, 2019 Jul 25, 2019
Armbruster Capital Management Inc 2,025 $266k Jun 30, 2019 Jul 18, 2019
Round Table Services LLC 2,032 $266k Jun 30, 2019 Jul 17, 2019
Windsor Capital Management LLC 2,034 $266k Jun 30, 2019 Aug 2, 2019
Planning Directions Inc 1,995 $262k Jun 30, 2019 Jul 15, 2019
Sunesis Advisors LLC 2,000 $262k Jun 30, 2019 Aug 5, 2019
DSC Advisors LP 1,976 $259k Jun 30, 2019 Aug 14, 2019
Augustine Asset Management Inc 1,965 $258k Jun 30, 2019 Aug 5, 2019
SRB Corporation 1,931 $253k Jun 30, 2019 Aug 14, 2019
Advisory Alpha LLC 1,916 $249k Jun 30, 2019 Aug 16, 2019
S R Schill & Associates Inc 1,851 $243k Jun 30, 2019 Aug 19, 2019
Wiley Bros-Aintree Capital LLC 1,850 $243k Jun 30, 2019 Jul 10, 2019
Main Street Research LLC 1,839 $241k Jun 30, 2019 Aug 8, 2019
Cidel Asset Management Inc 1,833 $240k Jun 30, 2019 Aug 12, 2019
Brightworth LLC 1,772 $232k Jun 30, 2019 Jul 31, 2019
Ballast Inc 1,755 $230k Jun 30, 2019 Jul 26, 2019
BECK Capital Management LLC 1,745 $229k Jun 30, 2019 Aug 14, 2019
Affiance Financial LLC 1,731 $227k Jun 30, 2019 Jul 11, 2019
Midwest Professional Planners Ltd 1,731 $227k Jun 30, 2019 Aug 12, 2019
Crescent Grove Advisors LLC 1,714 $225k Jun 30, 2019 Aug 6, 2019
FORD Financial Group Inc 1,720 $225k Jun 30, 2019 Jul 25, 2019
Obermeyer WOOD Investment Counsel LLLP 1,698 $223k Jun 30, 2019 Aug 13, 2019
Fagan Associates Inc 1,684 $221k Jun 30, 2019 Jul 12, 2019
Lehman Financial Resources Inc 1,950 $218k Sep 30, 2018 Nov 14, 2018
The Roosevelt Investment Group Inc 1,652 $217k Jun 30, 2019 Aug 8, 2019
Quadrant Private Wealth Management LLC 1,658 $217k Jun 30, 2019 Aug 13, 2019
South Street Advisors LLC 1,630 $214k Jun 30, 2019 Jul 22, 2019
Bouchey Financial Group Ltd 1,609 $211k Jun 30, 2019 Jul 11, 2019
HM Capital Management LLC 1,600 $210k Jun 30, 2019 Jul 24, 2019
PURE Financial Advisors Inc 1,595 $209k Jun 30, 2019 Jul 11, 2019
Port Capital LLC 1,596 $209k Jun 30, 2019 Aug 14, 2019
Oliver Luxxe Assets LLC 1,552 $206k Jun 30, 2019 Jul 10, 2019
Foundations Investment Advisors LLC 1,530 $205k Jun 30, 2019 Jul 8, 2019
Sonata Capital Group Inc 1,556 $204k Jun 30, 2019 Aug 5, 2019
The Genwealth Group Inc 1,512 $200k Jun 30, 2019 Jul 10, 2019
Spectrum Group Management LLC 1,417 $186k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 1,417 $186k Jun 30, 2019 Aug 2, 2019
DT Investment Partners LLC 1,081 $142k Jun 30, 2019 Jul 30, 2019
Peninsula Asset Management Inc 910 $119k Jun 30, 2019 Aug 15, 2019
Cowen Prime Services LLC 900 $118k Jun 30, 2019 Jul 31, 2019
Signature Estate & Investment Advisors LLC 902 $118k Jun 30, 2019 Aug 1, 2019
Mcmillion Capital Management Inc 841 $110k Jun 30, 2019 Jul 25, 2019
Pagnatokarp Partners LLC 9,500 $99k Call Jun 30, 2019 Aug 8, 2019
America First Investment Advisors LLC 665 $87k Jun 30, 2019 Jul 29, 2019
Horan Securities Inc 612 $80k Jun 30, 2019 Jul 24, 2019
Clearbridge Investments LLC 700 $77k Dec 31, 2018 Feb 14, 2019
Asset Planning Services Inc 575 $75k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 575 $75k Jun 30, 2019 Jul 17, 2019
Mitchell Mcleod PUGH & Williams Inc 550 $72k Jun 30, 2019 Jul 9, 2019
RPG Investment Advisory LLC 382 $50k Jun 30, 2019 Jul 10, 2019
Summit Financial LLC 350 $46k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 350 $46k Jun 30, 2019 Jul 3, 2019
Lucia Wealth Services LLC 276 $36k Jun 30, 2019 Jul 23, 2019
Avondale Wealth Management LLC 250 $33k Jun 30, 2019 Jul 26, 2019
Financial Advantage Inc 219 $28k Jun 30, 2019 Jul 23, 2019
Permanens Capital LP 44 $6k Jun 30, 2019 Aug 9, 2019
Colonial Trust Advisors Inc 40 $5k Jun 30, 2019 Aug 21, 2019

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